Wealthedge Investment Advisors, Llc Portfolio Stock Holdings
Wealthedge Investment Advisors, Llc disclosed 143 stock positions valued at approximately $294.1 million in its latest SEC 13F filing. The largest holdings include STATE STR SPDR S&P 500 ETF T, MICROSOFT CORP, and APPLE INC. The filing reflects positions held as of June 30, 2026 and was filed on July 21, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 143
- Portfolio Value
- $294.1M
Holdings by Sector
Wealthedge Investment Advisors, Llc Portfolio Holdings in Q2 2026
139 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 6.46% | 25,436 | +1,197 | +4.94% | $18,995,335 |
| MICROSOFT CORP | MSFT | Technology | 4.45% | 35,109 | +748 | +2.18% | $13,096,421 |
| APPLE INC | AAPL | Technology | 4.23% | 42,955 | -2,348 | -5.18% | $12,429,567 |
| NVIDIA CORPORATION | NVDA | Technology | 3.56% | 52,266 | +1,969 | +3.91% | $10,458,003 |
| ALPHABET INC | GOOGL | Communication Services | 3.45% | 28,348 | -2,511 | -8.14% | $10,130,958 |
| ISHARES TR | AGG | Other | 3.15% | 93,542 | +2,225 | +2.44% | $9,258,838 |
| SCHWAB STRATEGIC TR | SCHG | Other | 3.12% | 271,052 | +89,782 | +49.53% | $9,172,425 |
| VANGUARD INDEX FDS | VTV | Other | 3.05% | 41,088 | +5,928 | +16.86% | $8,954,462 |
| ISHARES TR | IVV | Other | 2.90% | 11,396 | -597 | -4.98% | $8,534,647 |
| META PLATFORMS INC | META | Communication Services | 2.63% | 13,711 | +3,716 | +37.18% | $7,723,336 |
| PGIM ETF TR | PAAA | Other | 2.33% | 133,363 | +133,363 | +100.00% | $6,837,521 |
| VANGUARD INDEX FDS | VO | Other | 2.13% | 77,658 | +55,747 | +254.42% | $6,256,965 |
| ISHARES TR | OEF | Other | 1.98% | 15,940 | +8,724 | +120.90% | $5,832,179 |
| ISHARES TR | SGOV | Other | 1.82% | 53,087 | -3,629 | -6.40% | $5,344,294 |
| SELECT SECTOR SPDR TR | XLV | Other | 1.77% | 32,790 | -8,010 | -19.63% | $5,202,608 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.63% | 58,117 | +3,338 | +6.09% | $4,803,401 |
| QUALCOMM INC | QCOM | Technology | 1.54% | 24,456 | +1,447 | +6.29% | $4,519,327 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.49% | 18,331 | -10,374 | -36.14% | $4,369,011 |
| SCHWAB STRATEGIC TR | SCHP | Other | 1.48% | 163,724 | -17,316 | -9.56% | $4,338,686 |
| VANGUARD MALVERN FDS | VTIP | Other | 1.46% | 85,735 | +1,459 | +1.73% | $4,306,508 |
| ISHARES TR | SHY | Other | 1.39% | 49,700 | +372 | +0.75% | $4,080,900 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.38% | 3,506 | +253 | +7.78% | $4,047,087 |
| SELECT SECTOR SPDR TR | XLF | Other | 1.27% | 69,435 | -5,071 | -6.81% | $3,722,451 |
| ISHARES TR | IEFA | Other | 1.21% | 36,723 | -7,140 | -16.28% | $3,546,746 |
| ELI LILLY & CO | LLY | Healthcare | 1.19% | 2,906 | -1,521 | -34.36% | $3,485,814 |
| ISHARES TR | EEM | Other | 1.15% | 49,229 | -12,728 | -20.54% | $3,367,786 |
| PROGRESSIVE CORP | PGR | Financial Services | 1.14% | 15,317 | +4,690 | +44.13% | $3,346,066 |
| VANGUARD INDEX FDS | VTI | Other | 1.09% | 8,646 | +5,061 | +141.17% | $3,199,633 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.08% | 62,784 | -3,658 | -5.51% | $3,175,013 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.06% | 16,321 | -1,257 | -7.15% | $3,109,549 |
| SPDR GOLD TR | GLD | Other | 1.00% | 7,991 | -833 | -9.44% | $2,943,725 |
| VISA INC | V | Financial Services | 0.95% | 8,172 | +454 | +5.88% | $2,803,893 |
| ISHARES TR | IWM | Other | 0.86% | 8,435 | -2,735 | -24.49% | $2,534,486 |
| ISHARES TR | IWV | Other | 0.84% | 5,763 | -594 | -9.34% | $2,457,633 |
| AMRIZE LTD | AMRZ | Other | 0.80% | 44,078 | +34,382 | +354.60% | $2,349,357 |
| ISHARES TR | TIP | Other | 0.76% | 20,524 | +692 | +3.49% | $2,245,943 |
| SANDISK CORP | SNDK | Other | 0.76% | 982 | +646 | +192.26% | $2,232,803 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.75% | 51,395 | +51,395 | +100.00% | $2,193,539 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.74% | 13,794 | -1,532 | -10.00% | $2,179,944 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.71% | 22,909 | +5,529 | +31.81% | $2,078,812 |
| BROADCOM INC | AVGO | Technology | 0.64% | 4,965 | +305 | +6.55% | $1,875,765 |
| PIMCO ETF TR | LTPZ | Other | 0.63% | 36,825 | -23,187 | -38.64% | $1,865,224 |
| BROADRIDGE FINL SOLUTIONS IN | BR | Technology | 0.63% | 13,606 | +2,741 | +25.23% | $1,863,342 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.63% | 26,134 | -1,027 | -3.78% | $1,862,076 |
| CORNING INC | GLW | Technology | 0.60% | 6,890 | -254 | -3.56% | $1,759,913 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.58% | 3,404 | -815 | -19.32% | $1,703,328 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.57% | 1,735 | +1,735 | +100.00% | $1,674,275 |
| LAM RESEARCH CORP | LRCX | Other | 0.56% | 3,785 | +2,072 | +120.96% | $1,640,324 |
| PEPSICO INC | PEP | Consumer Defensive | 0.54% | 11,771 | +6,550 | +125.45% | $1,593,899 |
| J P MORGAN EXCHANGE TRADED F | JPIN | Other | 0.53% | 21,505 | -3,876 | -15.27% | $1,555,094 |
| GE AEROSPACE | GE | Industrials | 0.49% | 3,827 | -636 | -14.25% | $1,430,621 |
| ISHARES TR | IWF | Other | 0.47% | 11,074 | +7,952 | +254.71% | $1,375,140 |
| INTUIT | INTU | Technology | 0.46% | 5,191 | +521 | +11.16% | $1,354,973 |
| ISHARES TR | AOA | Other | 0.46% | 13,708 | -1,437 | -9.49% | $1,337,972 |
| NETFLIX INC. | NFLX | Communication Services | 0.45% | 18,625 | +15,750 | +547.83% | $1,329,825 |
| GE VERNOVA INC | GEV | Utilities | 0.44% | 1,105 | +847 | +328.29% | $1,298,220 |
| CLOUDFLARE INC | NET | Technology | 0.43% | 5,155 | -2 | -0.04% | $1,264,418 |
| ARISTA NETWORKS INC | ANET | Other | 0.40% | 6,866 | +2,005 | +41.25% | $1,166,396 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.39% | 2,259 | +2,259 | +100.00% | $1,150,879 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.39% | 3,490 | -123 | -3.40% | $1,142,567 |
| CREDO TECHNOLOGY GROUP HOLDI | G25457105 | Other | 0.38% | 4,145 | -5,212 | -55.70% | $1,127,233 |
| BLOOM ENERGY CORP | BE | Industrials | 0.37% | 3,628 | +3,628 | +100.00% | $1,098,196 |
| SERVICENOW INC | NOW | Technology | 0.37% | 10,818 | +3,819 | +54.56% | $1,074,011 |
| JANUS DETROIT STR TR | JAAA | Other | 0.36% | 21,177 | -141,602 | -86.99% | $1,069,227 |
| QUANTA SVCS INC | PWR | Industrials | 0.34% | 1,398 | -525 | -27.30% | $1,006,658 |
| INVESCO QQQ TR | QQQ | Other | 0.34% | 1,339 | -534 | -28.51% | $986,678 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.34% | 13,630 | -3,661 | -21.17% | $985,218 |
| GE HEALTHCARE TECHNOLOGIES I | GEHC | Healthcare | 0.33% | 15,389 | +15,389 | +100.00% | $985,055 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.33% | 2,925 | -1,034 | -26.12% | $979,349 |
| VISTRA CORP | VST | Utilities | 0.32% | 6,009 | +6,009 | +100.00% | $953,208 |
| ISHARES TR | IJH | Other | 0.32% | 12,312 | +12,312 | +100.00% | $949,378 |
| INSULET CORP | PODD | Healthcare | 0.32% | 6,185 | +1,624 | +35.61% | $941,666 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.27% | 474 | +474 | +100.00% | $804,563 |
| TOYOTA MOTOR CORP | TM | Consumer Cyclical | 0.27% | 4,724 | +1,337 | +39.47% | $795,616 |
| SALESFORCE INC | CRM | Technology | 0.27% | 4,982 | -7,163 | -58.98% | $780,480 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.26% | 23,240 | -1,774 | -7.09% | $773,660 |
| APPLOVIN CORP | APP | Technology | 0.26% | 1,476 | -162 | -9.89% | $760,479 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.25% | 1 | - | - | $748,850 |
| MCCORMICK & CO INC | MKC | Consumer Defensive | 0.25% | 14,656 | +2,359 | +19.18% | $738,956 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.25% | 2,064 | -1,933 | -48.36% | $728,031 |
| VANGUARD INDEX FDS | VOO | Other | 0.23% | 999 | -6 | -0.60% | $686,574 |
| ISHARES TR | IWP | Other | 0.23% | 4,540 | -4,239 | -48.29% | $664,836 |
| FISERV INC | FI | Technology | 0.22% | 13,445 | -3,725 | -21.69% | $659,477 |
| ISHARES TR | NYF | Other | 0.21% | 11,659 | +2,524 | +27.63% | $628,478 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.21% | 2,212 | +1,475 | +200.14% | $622,190 |
| EMERSON ELEC CO | EMR | Industrials | 0.20% | 4,134 | - | - | $591,850 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.20% | 1,149 | +157 | +15.83% | $590,429 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.20% | 1,502 | +1,023 | +213.57% | $578,610 |
| BLACKSTONE INC | BX | Financial Services | 0.19% | 4,785 | - | - | $563,139 |
| J P MORGAN EXCHANGE TRADED F | JPEM | Other | 0.19% | 8,883 | -1,596 | -15.23% | $557,675 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.19% | 3,048 | +238 | +8.47% | $551,503 |
| WALMART INC | WMT | Consumer Defensive | 0.18% | 4,619 | -379 | -7.58% | $523,151 |
| ALPHABET INC | GOOG | Communication Services | 0.18% | 1,464 | +1 | +0.07% | $517,282 |
| BANCO SANTANDER SA | SAN | Financial Services | 0.17% | 35,387 | - | - | $488,341 |
| ASTERA LABS INC | ALAB | Technology | 0.16% | 1,000 | +1,000 | +100.00% | $483,020 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.16% | 1,696 | -2,237 | -56.88% | $458,562 |
| APPLIED MATLS INC | AMAT | Technology | 0.15% | 610 | -456 | -42.78% | $441,107 |
| VANGUARD INDEX FDS | VB | Other | 0.15% | 1,454 | -280 | -16.15% | $440,754 |
| J P MORGAN EXCHANGE TRADED F | JPUS | Other | 0.15% | 3,109 | -40 | -1.27% | $436,055 |
| CATERPILLAR INC | CAT | Industrials | 0.14% | 395 | - | - | $421,399 |