Q2 2026 13F · SEC CIK 2058455

Wealthedge Investment Advisors, LLC

Wealth managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $294.1M
Reported positions: 143
Holdings vs S&P 500, 3 yrs: —
Assets under management: $472.1M

Wealthedge Investment Advisors, LLC is a wealth manager that reported 143 positions worth $294.1M in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Spdr S&p 500 ETF Tr (SPY, 6.5%), Microsoft Corp (MSFT, 4.5%), Apple Inc (AAPL, 4.2%).

Wealthedge Investment Advisors, LLC holdings largest 50 of 143 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. 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.

Wealthedge Investment Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYSpdr S&p 500 ETF Tr	6.5%	5.8%	25,436	+4.9%	$19.0M
MSFTMicrosoft Corp	4.5%	4.7%	35,109	+2.2%	$13.1M
AAPLApple Inc	4.2%	4.2%	42,955	-5.2%	$12.4M
NVDANvidia Corporation Com	3.6%	3.2%	52,266	+3.9%	$10.5M
GOOGLAlphabet Inc	3.4%	3.3%	28,348	-8.1%	$10.1M
AGGIshares Tr	3.1%	3.3%	93,542	+2.4%	$9.3M
SCHGSchwab U.s. Large-Cap Growth ETF	3.1%	1.9%	271,052	+49.5%	$9.2M
VTVVanguard Value ETF	3.0%	2.5%	41,088	+16.9%	$9.0M
IVVIshares Core S&p 500 ETF	2.9%	2.9%	11,396	-5.0%	$8.5M
METAMeta Platforms Inc Class A	2.6%	2.1%	13,711	+37.2%	$7.7M
PAAAPgim ETF Tr	2.3%	—	133,363	—	$6.8M
VOVanguard Index Fds	2.1%	2.3%	77,658	+254.4%	$6.3M
OEFIshares S&p 100 ETF	2.0%	0.8%	15,940	+120.9%	$5.8M
SGOViShares 0-3 Month Treasury Bon	1.8%	2.1%	53,087	-6.4%	$5.3M
XLVSelect Sector Spdr Tr	1.8%	2.2%	32,790	-19.6%	$5.2M
VCITVanguard Scottsdale Fds	1.6%	1.7%	58,117	+6.1%	$4.8M
QCOMQualcomm Inc	1.5%	1.1%	24,456	+6.3%	$4.5M
AMZNAmazon Com Inc Com	1.5%	2.2%	18,331	-36.1%	$4.4M
SCHPSchwab Strategic Tr	1.5%	1.8%	163,724	-9.6%	$4.3M
VTIPVanguard Malvern Fds	1.5%	1.5%	85,735	+1.7%	$4.3M
SHYiShs Lehman 1-3Tsy	1.4%	1.5%	49,700	+0.8%	$4.1M
MUMicron Technology Inc	1.4%	—	3,506	—	$4.0M
XLFSelect Sector Spdr Tr	1.3%	1.4%	69,435	-6.8%	$3.7M
IEFAIshares Core Msci Eafe ETF	1.2%	1.5%	36,723	-16.3%	$3.5M
LLYLilly Eli & Co	1.2%	1.5%	2,906	-34.4%	$3.5M
EEMIshares	1.1%	1.3%	49,229	-20.5%	$3.4M
PGRProgressive Corp.	1.1%	0.8%	15,317	+44.1%	$3.3M
VTIVanguard Index Fds	1.1%	—	8,646	—	$3.2M
JPSTJ P Morgan Exchange Traded Fd	1.1%	1.2%	62,784	-5.5%	$3.2M
XLKState Street Technology Select Sector Sp	1.1%	0.9%	16,321	-7.2%	$3.1M
GLDSpdr Gold Shares	1.0%	1.4%	7,991	-9.4%	$2.9M
VVisa Inc Com Cl A	1.0%	0.9%	8,172	+5.9%	$2.8M
IWMIshares	0.9%	1.0%	8,435	-24.5%	$2.5M
IWVIshares Russell 3000 Index	0.8%	0.9%	5,763	-9.3%	$2.5M
AMRZAmrize Ltd	0.8%	—	44,078	—	$2.3M
TIPiShares TIPS Bond ETF	0.8%	0.8%	20,524	+3.5%	$2.2M
SNDKSandisk Corp	0.8%	—	982	—	$2.2M
BSXBoston Scientific Corp	0.7%	—	51,395	—	$2.2M
VYMVym	0.7%	0.8%	13,794	-10.0%	$2.2M
ABTAbbott Laboratories	0.7%	0.7%	22,909	+31.8%	$2.1M
AVGOBroadcom Inc	0.6%	0.5%	4,965	+6.5%	$1.9M
LTPZPimco ETF Tr	0.6%	1.1%	36,825	-38.6%	$1.9M
BRBroadridge Financial Solutions	0.6%	0.6%	13,606	+25.2%	$1.9M
VEAVanguard Tax-Managed Fds	0.6%	0.6%	26,134	-3.8%	$1.9M
GLWCorning Inc.	0.6%	—	6,890	—	$1.8M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.7%	3,404	-19.3%	$1.7M
STXSeagate Technology Hldngs Pl	0.6%	—	1,735	—	$1.7M
LRCXLam Research Corp	0.6%	—	3,785	—	$1.6M
PEPPepsico Inc	0.5%	—	11,771	—	$1.6M
JPINJ P Morgan Exchange Traded F	0.5%	0.7%	21,505	-15.3%	$1.6M

What Wealthedge Investment Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 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: +12.4% /yr; S&P 500 +20.1%
3 years: —
5 years: —

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
Q2 2026	$294.1M	143
Q1 2026	$272.2M	141
Q4 2025	$270.4M	132
Q3 2025	$264.3M	127
Q2 2025	$239.3M	143
Q1 2025	$221.7M	177
Q4 2024	$221.9M	175

Questions about Wealthedge Investment Advisors, LLC's portfolio

What stocks does Wealthedge Investment Advisors, LLC own?

Wealthedge Investment Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 143 positions worth $294.1M. The largest are Spdr S&p 500 ETF Tr (SPY) at 6.5%, Microsoft Corp (MSFT) at 4.5%, Apple Inc (AAPL) at 4.2%, Nvidia Corporation Com (NVDA) at 3.6% and Alphabet Inc (GOOGL) at 3.4%.

What did Wealthedge Investment Advisors, LLC buy last quarter?

In Q2 2026, Wealthedge Investment Advisors, LLC added Vanguard Index Fds (VO) (+254.4% shares), Ishares S&p 100 ETF (OEF) (+120.9% shares) and Schwab U.s. Large-Cap Growth ETF (SCHG) (+49.5% shares), compared with its Q1 2026 filing.

What did Wealthedge Investment Advisors, LLC sell last quarter?

In Q2 2026, Wealthedge Investment Advisors, LLC cut from its top 50 Janus Detroit Str Tr (JAAA), cut from its top 50 Prudential Finl Inc Com (PRU), cut from its top 50 Unitedhealth Group Inc Com (UNH), cut from its top 50 Salesforce Inc Com (CRM), cut from its top 50 Intuit (INTU), Pimco ETF Tr (LTPZ) (-38.6% shares), Amazon Com Inc Com (AMZN) (-36.1% shares) and Lilly Eli & Co (LLY) (-34.4% shares), compared with its Q1 2026 filing.

When is Wealthedge Investment Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wealthedge Investment Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Wealthedge Investment Advisors, LLC manage?

Wealthedge Investment Advisors, LLC reported $472.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $294.1M.