Wealthedge Investment Advisors, Llc Portfolio Stock Holdings
Wealthedge Investment Advisors, Llc disclosed 141 stock positions valued at approximately $272.2 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 March 31, 2026 and was filed on May 8, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 141
- Portfolio Value
- $272.2M
Holdings by Sector
Wealthedge Investment Advisors, Llc Portfolio Holdings in Q1 2026
137 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 | 5.79% | 24,239 | +3,043 | +14.36% | $15,763,857 |
| MICROSOFT CORP | MSFT | Technology | 4.67% | 34,361 | +13,554 | +65.14% | $12,719,744 |
| APPLE INC | AAPL | Technology | 4.22% | 45,303 | +15,815 | +53.63% | $11,497,629 |
| ISHARES TR | AGG | Other | 3.33% | 91,317 | +84,294 | +1200.26% | $9,065,113 |
| ALPHABET INC | GOOGL | Communication Services | 3.26% | 30,859 | +5,203 | +20.28% | $8,873,917 |
| NVIDIA CORPORATION | NVDA | Technology | 3.22% | 50,297 | -101 | -0.20% | $8,771,847 |
| JANUS DETROIT STR TR | JAAA | Other | 3.01% | 162,779 | -6,852 | -4.04% | $8,199,210 |
| ISHARES TR | IVV | Other | 2.88% | 11,993 | -109 | -0.90% | $7,834,462 |
| VANGUARD INDEX FDS | VTV | Other | 2.53% | 35,160 | +2,936 | +9.11% | $6,898,550 |
| VANGUARD INDEX FDS | VO | Other | 2.31% | 21,911 | -1,170 | -5.07% | $6,292,437 |
| SELECT SECTOR SPDR TR | XLV | Other | 2.20% | 40,800 | +15,345 | +60.28% | $5,981,831 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.20% | 28,705 | +13,216 | +85.33% | $5,978,390 |
| META PLATFORMS INC | META | Communication Services | 2.10% | 9,995 | +4,909 | +96.52% | $5,718,985 |
| ISHARES TR | SGOV | Other | 2.10% | 56,716 | -29,754 | -34.41% | $5,709,058 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.94% | 181,270 | +14,409 | +8.64% | $5,280,398 |
| SCHWAB STRATEGIC TR | SCHP | Other | 1.77% | 181,040 | -85,893 | -32.18% | $4,817,474 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.67% | 54,779 | +31,601 | +136.34% | $4,532,964 |
| VANGUARD MALVERN FDS | VTIP | Other | 1.55% | 84,276 | +24,904 | +41.95% | $4,209,608 |
| ISHARES TR | SHY | Other | 1.50% | 49,328 | +13,758 | +38.68% | $4,073,076 |
| ELI LILLY & CO | LLY | Healthcare | 1.50% | 4,427 | -186 | -4.03% | $4,072,016 |
| ISHARES TR | IEFA | Other | 1.46% | 43,863 | -9,651 | -18.03% | $3,970,970 |
| PRUDENTIAL FINL INC | PRU | Financial Services | 1.40% | 39,025 | +39,025 | +100.00% | $3,812,389 |
| SPDR GOLD TR | GLD | Other | 1.39% | 8,824 | -895 | -9.21% | $3,796,879 |
| SELECT SECTOR SPDR TR | XLF | Other | 1.35% | 74,506 | +12,965 | +21.07% | $3,678,398 |
| ISHARES TR | EEM | Other | 1.29% | 61,957 | -17,363 | -21.89% | $3,518,586 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.24% | 66,442 | +19,213 | +40.68% | $3,362,660 |
| PIMCO ETF TR | LTPZ | Other | 1.13% | 60,012 | -196,061 | -76.56% | $3,062,450 |
| QUALCOMM INC | QCOM | Technology | 1.09% | 23,009 | -152 | -0.66% | $2,963,170 |
| ISHARES TR | IWM | Other | 1.02% | 11,170 | -10,189 | -47.70% | $2,770,397 |
| ISHARES TR | IWV | Other | 0.87% | 6,357 | -367 | -5.46% | $2,356,679 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.86% | 17,578 | +1,976 | +12.67% | $2,336,188 |
| VISA INC | V | Financial Services | 0.86% | 7,718 | -56 | -0.72% | $2,332,761 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.86% | 8,620 | +1,580 | +22.44% | $2,332,634 |
| ISHARES TR | OEF | Other | 0.84% | 7,216 | -38 | -0.52% | $2,295,281 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.83% | 15,326 | -1,801 | -10.52% | $2,269,810 |
| SALESFORCE INC | CRM | Technology | 0.83% | 12,145 | +12,145 | +100.00% | $2,267,107 |
| ISHARES TR | TIP | Other | 0.80% | 19,832 | +2,934 | +17.36% | $2,188,677 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.77% | 10,627 | +10,627 | +100.00% | $2,106,751 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.74% | 4,219 | +2,217 | +110.74% | $2,021,745 |
| INTUIT | INTU | Technology | 0.74% | 4,670 | +4,670 | +100.00% | $2,019,351 |
| J P MORGAN EXCHANGE TRADED F | JPIN | Other | 0.66% | 25,381 | -1,941 | -7.10% | $1,808,189 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.66% | 17,380 | +17,380 | +100.00% | $1,784,460 |
| BROADRIDGE FINL SOLUTIONS IN | BR | Technology | 0.65% | 10,865 | +10,865 | +100.00% | $1,765,345 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.64% | 27,161 | -216 | -0.79% | $1,740,491 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.57% | 15,889 | -47,736 | -75.03% | $1,563,220 |
| BROADCOM INC | AVGO | Technology | 0.53% | 4,660 | -124 | -2.59% | $1,442,401 |
| SAUL CTRS INC | BFS | Real Estate | 0.50% | 41,959 | -9,781 | -18.90% | $1,367,024 |
| ISHARES TR | AOA | Other | 0.49% | 15,145 | +318 | +2.14% | $1,340,191 |
| TESLA INC | TSLA | Consumer Cyclical | 0.49% | 3,597 | -209 | -5.49% | $1,337,185 |
| ISHARES TR | IWF | Other | 0.49% | 3,122 | -132 | -4.06% | $1,331,414 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.48% | 3,997 | +2,371 | +145.82% | $1,314,881 |
| AON PLC | AON | Financial Services | 0.48% | 4,059 | +2,293 | +129.84% | $1,310,199 |
| GE AEROSPACE | GE | Industrials | 0.47% | 4,463 | -423 | -8.66% | $1,266,700 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.45% | 3,933 | +2,515 | +177.36% | $1,222,470 |
| COMMUNITY HEALTHCARE TR INC | CHCT | Real Estate | 0.44% | 76,150 | +57,673 | +312.13% | $1,210,036 |
| HEALTHPEAK PROPERTIES INC | DOC | Real Estate | 0.42% | 70,177 | -80,362 | -53.38% | $1,153,018 |
| VANGUARD INDEX FDS | VTI | Other | 0.42% | 3,585 | -196 | -5.18% | $1,150,117 |
| ISHARES TR | IWP | Other | 0.41% | 8,779 | -11,576 | -56.87% | $1,124,807 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.40% | 3,253 | +1,988 | +157.15% | $1,099,036 |
| INVESCO QQQ TR | QQQ | Other | 0.40% | 1,873 | -92 | -4.68% | $1,081,194 |
| CLOUDFLARE INC | NET | Technology | 0.39% | 5,157 | -832 | -13.89% | $1,064,095 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.39% | 3,613 | +593 | +19.64% | $1,062,898 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.39% | 17,291 | -3,801 | -18.02% | $1,060,338 |
| QUANTA SVCS INC | PWR | Industrials | 0.39% | 1,923 | +201 | +11.67% | $1,055,796 |
| CHIMERA INVT CORP | CIM | Real Estate | 0.37% | 80,837 | +80,837 | +100.00% | $1,014,504 |
| EVEREST GROUP LTD | EG | Other | 0.37% | 3,052 | +3,052 | +100.00% | $997,578 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.36% | 3,959 | +57 | +1.46% | $992,046 |
| CORNING INC | GLW | Technology | 0.36% | 7,144 | -10,319 | -59.09% | $971,370 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.35% | 25,014 | +1,034 | +4.31% | $961,038 |
| FISERV INC | FI | Technology | 0.35% | 17,170 | +1,812 | +11.80% | $958,086 |
| INSULET CORP | PODD | Healthcare | 0.35% | 4,561 | +4,561 | +100.00% | $957,080 |
| ONEOK INC NEW | OKE | Energy | 0.34% | 10,200 | +10,200 | +100.00% | $921,981 |
| CANADIAN NATL RY CO | CNI | Industrials | 0.32% | 8,507 | +5,541 | +186.82% | $874,264 |
| PEPSICO INC | PEP | Consumer Defensive | 0.30% | 5,221 | +5,221 | +100.00% | $810,889 |
| INTEL CORP | INTC | Technology | 0.30% | 18,233 | +18,233 | +100.00% | $804,665 |
| OAKTREE SPECIALTY LENDING | OCSL | Financial Services | 0.28% | 68,037 | +56,578 | +493.74% | $768,829 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.28% | 1,953 | -423 | -17.80% | $762,471 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.27% | 3,645 | +3,645 | +100.00% | $740,636 |
| SERVICENOW INC | NOW | Technology | 0.27% | 6,999 | +6,999 | +100.00% | $731,745 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.26% | 1 | - | - | $718,140 |
| TOYOTA MOTOR CORP | TM | Consumer Cyclical | 0.26% | 3,387 | +3,387 | +100.00% | $698,027 |
| IDEXX LABS INC | IDXX | Healthcare | 0.25% | 1,206 | +1,206 | +100.00% | $677,639 |
| APPLOVIN CORP | APP | Technology | 0.24% | 1,638 | -424 | -20.56% | $651,924 |
| J P MORGAN EXCHANGE TRADED F | JPEM | Other | 0.24% | 10,479 | -764 | -6.80% | $651,045 |
| SAP SE | SAP | Technology | 0.24% | 3,774 | +3,774 | +100.00% | $646,147 |
| WALMART INC | WMT | Consumer Defensive | 0.23% | 4,998 | +380 | +8.23% | $621,188 |
| MCCORMICK & CO INC | MKC | Consumer Defensive | 0.23% | 12,297 | +12,297 | +100.00% | $620,261 |
| WALKER & DUNLOP INC | WD | Financial Services | 0.23% | 13,940 | +13,940 | +100.00% | $618,657 |
| VANGUARD INDEX FDS | VBK | Other | 0.22% | 1,997 | -3,881 | -66.03% | $603,861 |
| VANGUARD INDEX FDS | VOO | Other | 0.22% | 1,005 | +111 | +12.42% | $600,930 |
| ARISTA NETWORKS INC | ANET | Other | 0.22% | 4,861 | -362 | -6.93% | $596,834 |
| BLACKSTONE INC | BX | Financial Services | 0.20% | 4,785 | +4,785 | +100.00% | $550,309 |
| AMRIZE LTD | AMRZ | Other | 0.20% | 9,696 | +9,696 | +100.00% | $543,170 |
| EMERSON ELEC CO | EMR | Industrials | 0.20% | 4,134 | +2 | +0.05% | $541,699 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.18% | 992 | +402 | +68.14% | $495,802 |
| ISHARES TR | NYF | Other | 0.18% | 9,135 | +4,366 | +91.55% | $485,251 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.17% | 2,810 | +6 | +0.21% | $464,635 |
| VANGUARD INDEX FDS | VB | Other | 0.17% | 1,734 | -398 | -18.67% | $454,327 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.16% | 8,702 | +63 | +0.73% | $436,876 |
| ISHARES TR | AOR | Other | 0.16% | 6,593 | -4 | -0.06% | $424,287 |