Edge Wealth Management Llc Portfolio Shifts in Q2 2026: Focus on ETFs and Selective Sales
Edge Wealth Management Llc's portfolio saw notable changes during the second quarter of 2026, with significant purchases of several funds offset by reductions in large-cap tech stocks.
As reported for the period ending June 30th, 2026, Edge Wealth Management Llc has documented its investment activities through a filing on Insiderset. This analysis focuses solely on observable changes to holdings during this quarter.
The portfolio experienced substantial net inflows into exchange-traded funds (ETFs) and other fund structures, while simultaneously reducing positions in several prominent large-cap stocks. The most significant purchase was observed in the Simplify Exchange Traded Fund (MTBA), adding 19,399 shares representing a nearly 2% increase in its position during the quarter.
Other notable additions included the Litman Gregory Funds TR (DBMF) with an increase of just over 0.17%, and Vanguard Scottsdale Funds (VTWO) which saw a brand new position established through the purchase of 1,800 shares. The Simplify ETFs also added more exposure via the AMLP symbol, while further diversifying into fixed income by purchasing ISHARES TR (SHY), adding just over 0.77%.
Specifically, Edge Wealth Management Llc purchased the following funds during Q2 2026: SimplifEDG Exchange Traded Fund (MTBA), adding over 19,000 shares; ALPS ETF Trust Shares (AMLP) with a modest increase of just under 2%; and two funds that represent new positions: Vanguard Scottsdale Fund (TR USD Institutional Class) (VTWO), acquiring 1,800 shares; and TG Therapeutics Inc. (TGTX) stock outright for the first time.
The investor also purchased more of the ISHARES TR (SHY) fund, adding 3,000 shares to its position during the quarter.
Conversely, Edge Wealth Management Llc sold or reduced positions in several significant holdings. The most substantial reduction occurred with Alphabet Inc. (GOOGL), selling over 2,700 shares and decreasing its portfolio allocation by approximately 1.73%. Microsoft Corp. (MSFT) also saw a notable decrease of just under 0.27%, while JPMorgan Chase & Co. (JPM) experienced a reduction of about 2.39%.
Other sales included Marvel Technology Group Inc. (MRVL), where the investor sold all remaining shares (-78.7%), and Boeing Co. (BA), which saw reductions in both Q1 and Q2, decreasing by another 0.2564%. Additionally, there were exits from positions like VANGUARD SCOTTSDALE FDS (VTWO) wait no, VTWO was a purchase! Wait, let's check the data again.
Other changes involved smaller adjustments: ISHARES TR (DVY) decreased by 46.04%, Terawulf Inc. (WULF) stock allocation dropped significantly (-17.5%), and ISHARES TR (SHY) was already mentioned as a purchase.
These changes reflect Edge Wealth Management Llc's active management strategy, incorporating both new positions in specific sectors/funds and strategic reductions of large-cap technology stocks during Q2 2026.