Q1 2026 13F · SEC CIK 1599620

Blue Edge Capital, LLC

Wealth managerFiled 2026-06-02 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $752.9M
Reported positions: 134
Top holdings a year, 3 yrs: +15.4%
Assets under management: $765.1M

Blue Edge Capital, LLC is a wealth manager that reported 134 positions worth $752.9M in its Q1 2026 13F, filed 2026-06-02. Its largest holdings were Vanguard Indx Fd (VUG, 8.5%), Vanguard Value ETF (VTV, 8.2%), Ishares Core Msci Europe (IEUR, 4.8%). A portfolio copying its top holdings returned 15.4% a year over the last 3 years, against 20.4% for the S&P 500.

Blue Edge Capital, LLC holdings largest 50 of 134 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Blue Edge Capital, LLC 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
VUGVanguard Indx Fd	8.5%	9.4%	147,345	+2.5%	$64.4M
VTVVanguard Value ETF	8.2%	7.8%	316,399	+3.6%	$62.1M
IEURIshares Core Msci Europe	4.8%	4.3%	512,239	+13.4%	$36.0M
MGKVanguard World Fd	4.5%	5.4%	91,387	-6.2%	$33.6M
IVWIshares	4.4%	4.7%	295,201	+3.4%	$33.4M
IEFiShs 7-10 ys Tsy	4.4%	4.3%	344,363	+2.8%	$32.9M
SPYSpdr S&p 500 ETF Tr	3.3%	3.3%	38,696	+7.1%	$25.2M
MGVVanguard Mega Cap Value ETF Total	3.1%	3.3%	158,616	-9.8%	$23.0M
USIGiShares Broad USD Invm Grd Cor	2.9%	2.9%	426,168	+3.5%	$21.8M
JMBSJanus Detroit Str Tr	2.3%	2.0%	386,161	+18.7%	$17.4M
AAPLApple Inc	2.2%	2.0%	66,604	+19.2%	$16.9M
IVEIshares S&p 500 Value ETF	2.1%	2.1%	76,110	+3.0%	$16.1M
VPLVanguard Ftse Pacific ETF	1.9%	1.6%	147,123	+11.4%	$14.4M
ESGUIshares Msci Usa Esg	1.6%	1.8%	84,923	-7.0%	$12.0M
VWOVanguard Intl Equity Index F	1.6%	1.9%	218,176	-18.9%	$11.8M
AVEMAmerican Centy ETF Tr	1.5%	—	143,381	—	$11.6M
IPACIshares Core Msci	1.5%	1.3%	147,650	+13.9%	$11.3M
AMZNAmazon Com Inc Com	1.5%	1.6%	53,121	+2.5%	$11.1M
IJJiShares S&P Midcap 400 Value	1.3%	1.3%	76,475	+2.6%	$10.1M
IJKIshares S&p Mid-Cap 400 Growth ETF	1.3%	1.2%	98,194	+2.6%	$9.9M
BAIIshares A.i. Innovation and Tech Active	1.3%	1.4%	295,285	-5.1%	$9.7M
CATCaterpillar Inc Com	1.3%	1.0%	13,657	+4.1%	$9.7M
QUALIshares Msci USA Quality Factor ETF	1.3%	1.4%	50,270	-3.0%	$9.6M
DYNFIshares U.s. Equity Factor Rotation Acti	1.3%	1.3%	163,725	+0.4%	$9.5M
IEMGIshares	1.3%	2.1%	135,381	-42.2%	$9.4M
JAAAJanus Detroit Str Tr	1.2%	1.1%	176,247	+8.5%	$8.9M
MSFTMicrosoft Corp	1.1%	1.5%	22,813	+0.4%	$8.4M
XOMExxon Mobil Corp	1.0%	0.7%	46,079	+10.8%	$7.8M
GOOGAlphabet Inc	1.0%	1.1%	25,367	+1.0%	$7.3M
JPMJpmorgan Chase & Co	0.9%	1.0%	23,068	-0.0%	$6.8M
GOOGLAlphabet Inc	0.9%	0.9%	22,565	-0.0%	$6.5M
GLWCorning Inc.	0.8%	0.5%	46,660	-0.0%	$6.3M
EFIVSpdr S and P 500 Esg ETF	0.8%	0.9%	96,352	-4.8%	$6.1M
VVisa Inc Com Cl A	0.8%	0.9%	19,991	-0.5%	$6.0M
METAMeta Platforms Inc Class A	0.8%	0.9%	10,331	+0.4%	$5.9M
VOOVanguard S&p 500 ETF	0.8%	0.8%	9,876	+4.5%	$5.9M
GEVGe Vernova Inc	0.8%	0.6%	6,650	-0.0%	$5.8M
BBCAJPMorgan BetaBuilders Canada E	0.8%	0.7%	60,834	+1.3%	$5.7M
595635103SPDR S&P Midcap 400	0.7%	—	8,616	—	$5.3M
HDHome Depot Inc Com	0.7%	0.7%	16,011	+0.4%	$5.3M
VGKVanguard Intl Equity Index F	0.7%	0.6%	62,213	+8.6%	$5.1M
VTIVanguard Index Fds	0.6%	0.6%	15,191	+5.4%	$4.9M
IJSIShares S&P Small Cap 600 Value	0.6%	—	39,779	—	$4.7M
UNHUnitedhealth Group Inc Com	0.6%	0.7%	16,783	-0.2%	$4.5M
JNJJohnson & Johnson	0.6%	—	18,533	—	$4.5M
BLKBlackrock Inc	0.6%	0.7%	4,709	+0.5%	$4.5M
ALBAlbemarle Corp Com	0.6%	—	24,907	—	$4.5M
ESGDIshares Msci Eafe Esg	0.6%	0.6%	46,183	-0.1%	$4.4M
BABoeing Co	0.6%	0.6%	21,250	+1.3%	$4.2M
92189F494Mkt Vctrs J P Mrgn Em	0.6%	0.6%	166,226	+1.9%	$4.2M

What Blue Edge Capital, LLC bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.6% /yr; S&P 500 +20.1%
3 years: +15.4% /yr; S&P 500 +20.4%
5 years: +7.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$752.9M	134
Q4 2025	$747.4M	125
Q3 2025	$703.9M	122
Q2 2025	$672.5M	115
Q1 2025	$622.7M	109
Q4 2024	$635.8M	110
Q3 2024	$641.9M	111
Q2 2024	$604.3M	110
Q1 2024	$597.9M	110
Q4 2023	$530.6M	102
Q3 2023	$477.1M	100
Q2 2023	$496.4M	99

Questions about Blue Edge Capital, LLC's portfolio

What stocks does Blue Edge Capital, LLC own?

Blue Edge Capital, LLC's latest 13F, for Q1 2026 and filed Jun 2, 2026, lists 134 positions worth $752.9M. The largest are Vanguard Indx Fd (VUG) at 8.5%, Vanguard Value ETF (VTV) at 8.2%, Ishares Core Msci Europe (IEUR) at 4.8%, Vanguard World Fd (MGK) at 4.5% and Ishares (IVW) at 4.4%.

What did Blue Edge Capital, LLC buy last quarter?

In Q1 2026, Blue Edge Capital, LLC added Apple Inc (AAPL) (+19.2% shares), Janus Detroit Str Tr (JMBS) (+18.7% shares) and Ishares Core Msci (IPAC) (+13.9% shares), compared with its Q4 2025 filing.

What did Blue Edge Capital, LLC sell last quarter?

In Q1 2026, Blue Edge Capital, LLC cut from its top 50 Invesco Nasdaq 100 ETF (QQQM), cut from its top 50 Mastercard Inc. (MA), cut from its top 50 Citigroup Inc Com New (C), cut from its top 50 Global X Fds (PFFD), cut from its top 50 Janus Henderson Securitized Income ETF (JSI), Ishares (IEMG) (-42.2% shares), Vanguard Intl Equity Index F (VWO) (-18.9% shares) and Vanguard Mega Cap Value ETF Total (MGV) (-9.8% shares), compared with its Q4 2025 filing.

How has Blue Edge Capital, LLC's portfolio performed?

A portfolio copying Blue Edge Capital, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.6% against +20.1%. Over 5 years: +7.5% a year against +11.6%.

When is Blue Edge Capital, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Blue Edge Capital, LLC's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.

How much money does Blue Edge Capital, LLC manage?

Blue Edge Capital, LLC reported $765.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $752.9M.