Wealthedge Investment Advisors, LLC Top Holdings and 13F Report (2026) About Wealthedge Investment Advisors, LLCInvestment ActivityWealthedge Investment Advisors, LLC has $310.16 million in total holdings as of September 30, 2026.Wealthedge Investment Advisors, LLC owns shares of 138 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 20.12% of the portfolio was purchased this quarter.About 16.90% of the portfolio was sold this quarter.This quarter, Wealthedge Investment Advisors, LLC has purchased 143 new stocks and bought additional shares in 56 stocks.Wealthedge Investment Advisors, LLC sold shares of 56 stocks and completely divested from 22 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $17,373,643Apple $13,007,920Schwab U.S. Large-Cap Growth ETF $10,079,339iShares Core U.S. Aggregate Bond ETF $9,987,770Amazon.com $9,614,461 Largest New Holdings this Quarter 570535104 - Markel Group $5,412,907 Holding67077M108 - Nutrien $1,690,942 Holding036752103 - Elevance Health $1,627,292 Holding833445109 - Snowflake $1,348,044 Holding609839105 - Monolithic Power Systems $1,042,225 Holding Largest Purchases this Quarter PepsiCo 47,094 shares (about $5.97M)Markel Group 3,160 shares (about $5.41M)Broadcom 15,250 shares (about $5.36M)Amazon.com 20,258 shares (about $5.05M)Uber Technologies 43,769 shares (about $3.00M) Largest Sales this Quarter Microsoft 21,203 shares (about $10.88M)NVIDIA 19,461 shares (about $4.44M)Progressive 13,022 shares (about $2.70M)SPDR Gold Shares 5,915 shares (about $2.25M)Meta Platforms 2,835 shares (about $2.06M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealthedge Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$17,373,643$2,024,802 ▼-10.4%22,7815.6%ETFAAPLApple$13,007,920$1,297,129 ▼-9.1%39,0604.2%TechnologySCHGSchwab U.S. Large-Cap Growth ETF$10,079,339$340,437 ▲3.5%280,5273.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$9,987,770$1,144,228 ▲12.9%105,6453.2%ETFAMZNAmazon.com$9,614,461$5,047,287 ▲110.5%38,5893.1%Consumer DiscretionaryVTVVanguard Value ETF$9,118,086$239,637 ▲2.7%42,1972.9%ETFGOOGLAlphabet$8,717,693$1,036,379 ▼-10.6%25,3362.8%Communication ServicesIVViShares Core S&P 500 ETF$8,705,457$22,210 ▼-0.3%11,3672.8%ETFPGIM ETF TR$8,403,401$1,563,174 ▲22.9%163,8402.7%AAA CLO ETFMETAMeta Platforms$7,887,711$2,056,056 ▼-20.7%10,8762.5%Communication ServicesNVDANVIDIA$7,492,178$4,444,605 ▼-37.2%32,8052.4%TechnologyPEPPepsiCo$7,459,487$5,967,843 ▲400.1%58,8652.4%Consumer StaplesMSFTMicrosoft$7,132,751$10,875,573 ▼-60.4%13,9062.3%TechnologyAVGOBroadcom$7,099,539$5,355,823 ▲307.2%20,2152.3%TechnologyOEFiShares S&P 100 ETF$6,992,644$902,116 ▲14.8%18,3012.3%ETFVOVanguard Mid-Cap ETF$6,121,329$31,368 ▲0.5%78,0582.0%ETFISHARES TR$5,545,262$200,454 ▲3.8%55,0781.8%0-3 MTH TREASURYMKLMarkel Group$5,412,907$5,412,907 ▲New Holding3,1601.7%FinanceLLYEli Lilly and Company$5,259,321$1,896,596 ▲56.4%4,5451.7%HealthcareVCITVanguard Intermediate-Term Corporate Bond ETF$5,230,850$679,660 ▲14.9%66,7961.7%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$5,068,269$848,362 ▲20.1%102,9711.6%ETFSCHPSchwab U.S. TIPS ETF$4,653,952$539,566 ▲13.1%185,1951.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$4,650,573$614,928 ▲15.2%57,2731.5%ETFBSXBoston Scientific$4,569,220$2,325,816 ▲103.7%104,6781.5%HealthcareXLVHealth Care Select Sector SPDR Fund$4,243,824$1,278,857 ▼-23.2%25,1971.4%ETFVTIVanguard Total Stock Market ETF$4,165,934$930,046 ▲28.7%11,1311.3%ETFQCOMQualcomm$4,091,357$409,688 ▼-9.1%22,2301.3%TechnologyXLFFinancial Select Sector SPDR Fund$3,711,981$4,112 ▲0.1%69,5121.2%ETFJPSTJPMorgan Ultra-Short Income ETF$3,606,131$443,664 ▲14.0%71,5921.2%ETFIEFAiShares Core MSCI EAFE ETF$3,501,603$56,192 ▼-1.6%36,1431.1%ETFVSTVistra$3,420,882$2,589,527 ▲311.5%24,7261.1%UtilitiesUBERUber Technologies$3,375,081$2,998,618 ▲796.5%49,2641.1%IndustrialsMUMicron Technology$3,319,080$415,418 ▼-11.1%3,1161.1%TechnologyLTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund$3,143,423$1,482,593 ▲89.3%69,6981.0%ETFEEMiShares MSCI Emerging Markets ETF$3,063,735$224,282 ▼-6.8%45,8711.0%ETFSPGIS&P Global$2,972,227$2,379,675 ▲401.6%7,5341.0%FinanceXLKTechnology Select Sector SPDR Fund$2,905,277$289,725 ▼-9.1%14,8410.9%ETFSANDISK CORP$2,747,403$1,038,758 ▲60.8%1,5790.9%COMTIPiShares TIPS Bond ETF$2,513,055$377,676 ▲17.7%24,1540.8%ETFIWViShares Russell 3000 ETF$2,439,551$48,351 ▼-1.9%5,6510.8%ETFAMRIZE LTD$2,230,557$582,466 ▲35.3%59,6560.7%SHSIWMiShares Russell 2000 ETF$2,180,728$163,409 ▼-7.0%7,8470.7%ETFVYMVanguard High Dividend Yield ETF$2,134,798$6,053 ▼-0.3%13,7550.7%ETFVVisa$2,038,908$897,637 ▼-30.6%5,6740.7%FinanceMCDMcDonald's$1,997,834$1,606,120 ▲410.0%8,6500.6%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$1,847,200$1,836 ▲0.1%26,1600.6%ETFNTRNutrien$1,690,942$1,690,942 ▲New Holding24,0700.5%MaterialsELVElevance Health$1,627,292$1,627,292 ▲New Holding4,1850.5%HealthcareJPINJPMorgan Diversified Return International Equity ETF$1,565,273$21,920 ▼-1.4%21,2080.5%ETFSTXSeagate Technology$1,559,595$41,528 ▼-2.6%1,6900.5%TechnologyNFLXNetflix$1,545,506$249,524 ▲19.3%22,2110.5%Communication ServicesNETCloudflare$1,515,752$274,739 ▼-15.3%4,3640.5%TechnologyCRWDCrowdStrike$1,393,237$966,422 ▲226.4%5,2620.4%TechnologyIWFiShares Russell 1000 Growth ETF$1,371,306$15,909 ▼-1.1%10,9470.4%ETFSNOWSnowflake$1,348,044$1,348,044 ▲New Holding3,9690.4%TechnologyMANAGER DIRECTED PORTFOLIOS$1,327,253$61,838 ▼-4.5%53,8090.4%SANJ ALPH BD ETFMANAGER DIRECTED PORTFOLIOS$1,324,165$52,658 ▼-3.8%53,4360.4%SANJ ALP LOW ETFBRK.BBerkshire Hathaway$1,290,359$404,887 ▼-23.9%2,5910.4%FinanceJPMJPMorgan Chase & Co.$1,211,283$56,577 ▲4.9%3,6610.4%FinanceLAM RESEARCH CORP$1,150,038$93,646 ▼-7.5%3,5000.4%COM NEWARISTA NETWORKS INC$1,145,077$252,878 ▼-18.1%5,6240.4%COM SHSRSEERareview Systematic Equity ETF$1,113,984$24,496 ▲2.2%28,6960.4%ETFGLWCorning$1,065,852$6,305 ▲0.6%6,9310.3%TechnologyMPWRMonolithic Power Systems$1,042,225$1,042,225 ▲New Holding7730.3%TechnologyIJHiShares Core S&P Mid-Cap ETF$1,020,103$134,196 ▲15.1%14,1770.3%ETFJQUAJPMorgan U.S. Quality Factor ETF$1,015,045$9,078 ▲0.9%13,7530.3%ETFCRDOCredo Technology Group$1,004,745$197,326 ▲24.4%5,1580.3%TechnologyQQQInvesco QQQ$992,869$2,220 ▲0.2%1,3420.3%ETFBEBloom Energy$990,297$14,681 ▼-1.5%3,5750.3%IndustrialsTMToyota Motor$964,518$99,437 ▲11.5%5,2670.3%Consumer DiscretionaryORCLOracle$946,756$946,756 ▲New Holding6,8950.3%TechnologyHDBHDFC Bank$916,304$916,304 ▲New Holding41,0160.3%FinanceTGTXTG Therapeutics$912,124$912,124 ▲New Holding16,3520.3%HealthcarePWRQuanta Services$845,448$53,363 ▼-5.9%1,3150.3%IndustrialsGOOGAlphabet$841,551$342,551 ▲68.6%2,4690.3%Communication ServicesFISFidelity National Information Services$791,562$791,562 ▲New Holding24,0590.3%FinanceGLDSPDR Gold Shares$790,753$2,253,037 ▼-74.0%2,0760.3%ETFTFCTruist Financial$781,064$781,064 ▲New Holding16,8690.3%FinanceJAAAJanus Henderson AAA CLO ETF$767,831$301,015 ▼-28.2%15,2130.2%ETFBRK.ABerkshire Hathaway$747,0050.0%10.2%FinanceNYFiShares New York Muni Bond ETF$724,154$135,141 ▲22.9%14,3340.2%ETFVOOVanguard S&P 500 ETF$711,132$10,520 ▲1.5%1,0140.2%ETFEMREmerson Electric$641,2570.0%4,1340.2%IndustrialsVRTVertiv$634,917$70,949 ▼-10.1%2,6310.2%IndustrialsPMPhilip Morris International$575,198$6,489 ▼-1.1%3,0140.2%Consumer StaplesJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$559,897$2,469 ▼-0.4%8,8440.2%ETFIBMInternational Business Machines$559,474$72,822 ▲15.0%2,5430.2%TechnologyASTERA LABS INC$555,737$199,724 ▲56.1%1,5610.2%COMBXBlackstone$536,4370.0%4,7850.2%FinanceHDHome Depot$520,935$66,290 ▼-11.3%1,8310.2%Consumer DiscretionaryIWPiShares Russell Mid-Cap Growth ETF$503,631$121,604 ▼-19.4%3,6570.2%ETFSANBanco Santander$489,4020.0%35,3870.2%FinancePGRProgressive$475,851$2,700,014 ▼-85.0%2,2950.2%FinanceWALMART INC$463,236$16,837 ▼-3.5%4,4570.1%COMJPUSJPMorgan Diversified Return U.S. Equity ETF$423,411$1,358 ▲0.3%3,1190.1%ETFLMTLockheed Martin$413,485$738,257 ▼-64.1%8110.1%IndustrialsMAMastercard$412,304$221,882 ▼-35.0%7470.1%FinanceINTCIntel$412,030$82,117 ▲24.9%3,4270.1%TechnologyINCYIncyte$393,104$393,104 ▲New Holding3,2390.1%HealthcareVBVanguard Small-Cap ETF$383,071$30,737 ▼-7.4%1,3460.1%ETFShowing largest 100 holdings. 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