Wealthedge Investment Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, Wealthedge Investment Advisors, Llc disclosed 139 stock positions valued at approximately $294.06M as of quarter-end June 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, MICROSOFT CORP, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 139
- Portfolio Value
- $294.06M
Holdings by Sector
Wealthedge Investment Advisors, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 139 holdings in the latest reporting period.