Wealthedge Investment Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Wealthedge Investment Advisors, LLC reported 143 stock positions worth $294.1 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 6.5% of the portfolio, followed by Microsoft (MSFT, 4.5%) and Apple (AAPL, 4.2%). Compared with Q1 2026, it opened 19 new positions, sold out of 17, added to 49 and reduced 67. The biggest buy was a new position in Pgim Aaa Clo ETF (PAAA) and the biggest sale Janus Henderson Aaa Clo ETF (JAAA, shares −87%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002058455
- Portfolio Value
- $294.1M (Q2 2026)
- SEC Filing
- 0002058455-26-000003 ↗ filed Jul 21, 2026
Holdings Value
Holdings 143 stocks · $294.1M
| SPY SS SPDR S&P 500 ETF Trust-US | 6.46% | 25,436 | $19.0M | Add +4.9% |
| MSFT Microsoft Corp. | 4.45% | 35,109 | $13.1M | Add +2.2% |
| AAPL Apple Inc. | 4.23% | 42,955 | $12.4M | Reduce -5.2% |
| NVDA Nvidia Corp. | 3.56% | 52,266 | $10.5M | Add +3.9% |
| GOOGL Alphabet Inc. Class A | 3.45% | 28,348 | $10.1M | Reduce -8.1% |
| AGG iShares Core U.S. Aggregate | 3.15% | 93,542 | $9.3M | Add +2.4% |
| SCHG Schwab US Large-Cap Growth | 3.12% | 271,052 | $9.2M | Add +49.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.05% | 41,088 | $9.0M | Add +16.9% |
| IVV iShares Core S&P 500 ETF | 2.90% | 11,396 | $8.5M | Reduce -5.0% |
| META Meta Platforms Inc. Class A | 2.63% | 13,711 | $7.7M | Add +37.2% |
| PAAA Pgim Aaa Clo ETF | 2.33% | 133,363 | $6.8M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.13% | 77,658 | $6.3M | Reduce -11.4% |
| OEF iShares S&P 100 ETF | 1.98% | 15,940 | $5.8M | Add +120.9% |
| SGOV iShares 0-3 Month Treasury B | 1.82% | 53,087 | $5.3M | Reduce -6.4% |
| XLV SS Health Care Select Sector | 1.77% | 32,790 | $5.2M | Reduce -19.6% |
| VCIT Vanguard Int-Term Corporate | 1.63% | 58,117 | $4.8M | Add +6.1% |
| QCOM Qualcomm Inc. | 1.54% | 24,456 | $4.5M | Add +6.3% |
| AMZN Amazon.com Inc. | 1.49% | 18,331 | $4.4M | Reduce -36.1% |
| SCHP Schwab U.S. Tips ETF | 1.48% | 163,724 | $4.3M | Reduce -9.6% |
| VTIP Vanguard Short-Term Tips | 1.46% | 85,735 | $4.3M | Add +1.7% |
| SHY iShares 1-3 Year Treasury Bo | 1.39% | 49,700 | $4.1M | Add +0.8% |
| MU Micron Technology Inc. | 1.38% | 3,506 | $4.0M | Add +7.8% |
| XLF SS Financial Select Sector | 1.27% | 69,435 | $3.7M | Reduce -6.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.21% | 36,723 | $3.5M | Reduce -16.3% |
| LLY Eli Lilly & Co. | 1.19% | 2,906 | $3.5M | Reduce -34.4% |
| EEM iShares MSCI Emerging Market | 1.15% | 49,229 | $3.4M | Reduce -20.5% |
| PGR Progressive Corp. | 1.14% | 15,317 | $3.3M | Add +44.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.09% | 8,646 | $3.2M | Add +141.2% |
| JPST JPMorgan Ultra-Short Income | 1.08% | 62,784 | $3.2M | Reduce -5.5% |
| XLK SS Technology Select Sector | 1.06% | 16,321 | $3.1M | Reduce -7.2% |
| GLD SPDR Gold Shares | 1.00% | 7,991 | $2.9M | Reduce -9.4% |
| V Visa Inc. Class A | 0.95% | 8,172 | $2.8M | Add +5.9% |
| IWM iShares Russell 2000 ETF | 0.86% | 8,435 | $2.5M | Reduce -24.5% |
| IWV iShares Russell 3000 ETF | 0.84% | 5,763 | $2.5M | Reduce -9.3% |
| AMRZ Amrize Ltd. | 0.80% | 44,078 | $2.3M | Add +354.6% |
| TIP iShares Tips Bond ETF | 0.76% | 20,524 | $2.2M | Add +3.5% |
| SNDK Sandisk Corp. | 0.76% | 982 | $2.2M | Add +192.3% |
| BSX Boston Scientific Corp. | 0.75% | 51,395 | $2.2M | New |
| VYM Vanguard High DVD Yield ETF | 0.74% | 13,794 | $2.2M | Reduce -10.0% |
| ABT Abbott Laboratories | 0.71% | 22,909 | $2.1M | Add +31.8% |
| AVGO Broadcom Inc. | 0.64% | 4,965 | $1.9M | Add +6.5% |
| LTPZ PIMCO 15+ YR US Tips Indx | 0.63% | 36,825 | $1.9M | Reduce -38.6% |
| BR Broadridge Financial Solutio | 0.63% | 13,606 | $1.9M | Add +25.2% |
| VEA Vanguard Ftse Developed ETF | 0.63% | 26,134 | $1.9M | Reduce -3.8% |
| GLW Corning Inc. | 0.60% | 6,890 | $1.8M | Reduce -3.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 3,404 | $1.7M | Reduce -19.3% |
| STX Seagate Technology Holdings | 0.57% | 1,735 | $1.7M | New |
| LRCX Lam Research Corp. | 0.56% | 3,785 | $1.6M | Add +121.0% |
| PEP Pepsico Inc. | 0.54% | 11,771 | $1.6M | Add +125.5% |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 0.53% | 21,505 | $1.6M | Reduce -15.3% |
| GE General Electric filed as GE AEROSPACE | 0.49% | 3,827 | $1.4M | Reduce -14.3% |
| SJCP Sanjac Alp CR Plus BD filed as MANAGER DIRECTED PORTFOLIOS | 0.48% | 56,316 | $1.4M | Reduce -4.0% |
| SJLD Sanjac Alph Low Dur ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.47% | 55,561 | $1.4M | Reduce -4.1% |
| IWF iShares Russell 1000 Growth | 0.47% | 11,074 | $1.4M | Reduce -11.3% |
| INTU Intuit Inc. | 0.46% | 5,191 | $1.4M | Add +11.2% |
| AOA iShares Core 80/20 Aggressiv | 0.46% | 13,708 | $1.3M | Reduce -9.5% |
| NFLX Netflix Inc. | 0.45% | 18,625 | $1.3M | Add +547.8% |
| GEV GE Vernova Inc. | 0.44% | 1,105 | $1.3M | Add +328.3% |
| NET Cloudflare Inc. Class A | 0.43% | 5,155 | $1.3M | Reduce -0.0% |
| ANET Arista Networks Inc. | 0.40% | 6,866 | $1.2M | Add +41.3% |
| LMT Lockheed Martin Corp. | 0.39% | 2,259 | $1.2M | New |
| JPM JPMorgan Chase & Co. | 0.39% | 3,490 | $1.1M | Reduce -3.4% |
| CRDO Credo Technology Group Holdi | 0.38% | 4,145 | $1.1M | New |
| RSEE Rareview Systematic Equity filed as COLLABORATIVE INVESTMNT SER | 0.38% | 28,065 | $1.1M | New |
| BE Bloom Energy Corp. Class A | 0.37% | 3,628 | $1.1M | New |
| NOW ServiceNow Inc. | 0.37% | 10,818 | $1.1M | Add +54.6% |
| JAAA Janus Henderson Aaa Clo ETF | 0.36% | 21,177 | $1.1M | Reduce -87.0% |
| PWR Quanta Services Inc. | 0.34% | 1,398 | $1.0M | Reduce -27.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 1,339 | $987K | Reduce -28.5% |
| JQUA JPMorgan US Quality Factor | 0.34% | 13,630 | $985K | Reduce -21.2% |
| GEHC GE Healthcare Technology | 0.34% | 15,389 | $985K | New |
| VRT Vertiv Holdings Co. Class A | 0.33% | 2,925 | $979K | Reduce -26.1% |
| VST Vistra Corp. | 0.32% | 6,009 | $953K | New |
| IJH iShares Core S&P Midcap ETF | 0.32% | 12,312 | $949K | New |
| PODD Insulet Corp. | 0.32% | 6,185 | $942K | Add +35.6% |
| MELI MercadoLibre Inc. | 0.27% | 474 | $805K | New |
| TM Toyota Motor Corp. -Spon ADR | 0.27% | 4,724 | $796K | Add +39.5% |
| CRM Salesforce Inc. | 0.27% | 4,982 | $780K | Reduce -59.0% |
| IBIT iShares Bitcoin Trust ETF | 0.26% | 23,240 | $774K | Reduce -7.1% |
| APP AppLovin Corp. Class A | 0.26% | 1,476 | $760K | Reduce -9.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.25% | 1 | $749K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.25% | 14,656 | $739K | Add +19.2% |
| HD Home Depot Inc. | 0.25% | 2,064 | $728K | Reduce -48.4% |
| VOO Vanguard S&P 500 ETF | 0.23% | 999 | $687K | Reduce -0.6% |
| IWP iShares Russell Mid-Cap Grow | 0.23% | 4,540 | $665K | Reduce -48.3% |
| FISV Fiserv Inc. | 0.22% | 13,445 | $659K | Reduce -21.7% |
| NYF iShares New York Muni Bond E | 0.21% | 11,659 | $628K | Add +27.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 2,212 | $622K | New |
| EMR Emerson Electric Co. | 0.20% | 4,134 | $592K | No change |
| MA Mastercard Inc. Class A | 0.20% | 1,149 | $590K | Add +15.8% |
| SPGI S&P Global Inc. | 0.20% | 1,502 | $579K | Add +213.6% |
| BX Blackstone Inc. | 0.19% | 4,785 | $563K | No change |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.19% | 8,883 | $558K | Reduce -15.2% |
| PM Philip Morris International | 0.19% | 3,048 | $552K | Add +8.5% |
| WMT Walmart Inc. | 0.18% | 4,619 | $523K | Reduce -7.6% |
| GOOG Alphabet Inc. Class C | 0.18% | 1,464 | $517K | Add +0.1% |
| SAN Banco Santander SA-Spon ADR | 0.17% | 35,387 | $488K | No change |
| ALAB Astera Labs Inc. | 0.16% | 1,000 | $483K | New |
| MCD McDonald's Corp. | 0.16% | 1,696 | $459K | Reduce -56.9% |
| AMAT Applied Materials Inc. | 0.15% | 610 | $441K | Reduce -42.8% |
Portfolio Sells Q1 2026 → Q2 2026
| JAAA Janus Henderson Aaa Clo ETF | Reduce -87.0% | 0.36% | −2.65 |
| PRU Prudential Financial Inc. | Reduce -92.6% | 0.11% | −1.29 |
| UNH Unitedhealth Group Inc. | Reduce -93.8% | 0.08% | −0.78 |
| AMZN Amazon.com Inc. | Reduce -36.1% | 1.49% | −0.71 |
| CRM Salesforce Inc. | Reduce -59.0% | 0.27% | −0.57 |
| LTPZ PIMCO 15+ YR US Tips Indx | Reduce -38.6% | 0.63% | −0.49 |
| UPS United Parcel Service Class B | Reduce -83.2% | 0.10% | −0.48 |
| CHCT Community Healthcare Trust I | Sold out | 0.00% | −0.44 |
| XLV SS Health Care Select Sector | Reduce -19.6% | 1.77% | −0.43 |
| DOC Healthpeak Properties Inc. | Sold out | 0.00% | −0.42 |
| TSLA Tesla Inc. | Reduce -86.5% | 0.07% | −0.42 |
| BFS Saul Centers Inc. | Reduce -83.8% | 0.09% | −0.42 |
| GLD SPDR Gold Shares | Reduce -9.4% | 1.00% | −0.39 |
| EG Everest Group Ltd. | Sold out | 0.00% | −0.37 |
| AON Aon PLC Class A | Reduce -74.6% | 0.12% | −0.36 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.34 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.32 |
| LLY Eli Lilly & Co. | Reduce -34.4% | 1.19% | −0.31 |
| SCHP Schwab U.S. Tips ETF | Reduce -9.6% | 1.48% | −0.29 |
| CIM Chimera Investment Corp. | Reduce -78.3% | 0.08% | −0.29 |
| MCD McDonald's Corp. | Reduce -56.9% | 0.16% | −0.29 |
| OCSL Oaktree Specialty Lending Co. | Sold out | 0.00% | −0.28 |
| SGOV iShares 0-3 Month Treasury B | Reduce -6.4% | 1.82% | −0.28 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.27 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -16.3% | 1.21% | −0.25 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.25 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.24 |
| HD Home Depot Inc. | Reduce -48.4% | 0.25% | −0.24 |
| WD Walker & Dunlop Inc. | Sold out | 0.00% | −0.23 |
| IWP iShares Russell Mid-Cap Grow | Reduce -48.3% | 0.23% | −0.19 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -11.4% | 2.13% | −0.18 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -17.5% | 0.10% | −0.18 |
| INTC Intel Corp. | Reduce -85.0% | 0.13% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -19.3% | 0.58% | −0.16 |
| IWM iShares Russell 2000 ETF | Reduce -24.5% | 0.86% | −0.16 |
| JPST JPMorgan Ultra-Short Income | Reduce -5.5% | 1.08% | −0.16 |
| EEM iShares MSCI Emerging Market | Reduce -20.5% | 1.15% | −0.15 |
| JPIN JPM Diversified Ret Intl Eq | Reduce -15.3% | 0.53% | −0.14 |
| FISV Fiserv Inc. | Reduce -21.7% | 0.22% | −0.13 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.11 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -54.3% | 0.11% | −0.11 |
| OEC Orion SA | Sold out | 0.00% | −0.10 |
| VYM Vanguard High DVD Yield ETF | Reduce -10.0% | 0.74% | −0.09 |
| RLI Rli Corp. | Sold out | 0.00% | −0.09 |
| IBIT iShares Bitcoin Trust ETF | Reduce -7.1% | 0.26% | −0.09 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.09 |
| XLF SS Financial Select Sector | Reduce -6.8% | 1.27% | −0.09 |
| XZO Exzeo Group Inc. | Sold out | 0.00% | −0.08 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.08 |
| TXO Txo Partners LP | Sold out | 0.00% | −0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| PAAA Pgim Aaa Clo ETF | New | 2.33% | +2.33 |
| SCHG Schwab US Large-Cap Growth | Add +49.5% | 3.12% | +1.18 |
| OEF iShares S&P 100 ETF | Add +120.9% | 1.98% | +1.14 |
| MU Micron Technology Inc. | Add +7.8% | 1.38% | +0.97 |
| BSX Boston Scientific Corp. | New | 0.75% | +0.75 |
| SNDK Sandisk Corp. | Add +192.3% | 0.76% | +0.68 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.9% | 6.46% | +0.67 |
| VTI VG Morningstar TS MKT ETF-US | Add +141.2% | 1.09% | +0.67 |
| AMRZ Amrize Ltd. | Add +354.6% | 0.80% | +0.60 |
| STX Seagate Technology Holdings | New | 0.57% | +0.57 |
| META Meta Platforms Inc. Class A | Add +37.2% | 2.63% | +0.53 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +16.9% | 3.05% | +0.51 |
| QCOM Qualcomm Inc. | Add +6.3% | 1.54% | +0.45 |
| LRCX Lam Research Corp. | Add +121.0% | 0.56% | +0.42 |
| LMT Lockheed Martin Corp. | New | 0.39% | +0.39 |
| CRDO Credo Technology Group Holdi | New | 0.38% | +0.38 |
| RSEE Rareview Systematic Equity | New | 0.38% | +0.38 |
| BE Bloom Energy Corp. Class A | New | 0.37% | +0.37 |
| PGR Progressive Corp. | Add +44.1% | 1.14% | +0.36 |
| GEV GE Vernova Inc. | Add +328.3% | 0.44% | +0.36 |
| NFLX Netflix Inc. | Add +547.8% | 0.45% | +0.35 |
| GEHC GE Healthcare Technology | New | 0.34% | +0.34 |
| NVDA Nvidia Corp. | Add +3.9% | 3.56% | +0.33 |
| VST Vistra Corp. | New | 0.32% | +0.32 |
| IJH iShares Core S&P Midcap ETF | New | 0.32% | +0.32 |
| MELI MercadoLibre Inc. | New | 0.27% | +0.27 |
| PEP Pepsico Inc. | Add +125.5% | 0.54% | +0.24 |
| IBM Intl Business Machines Corp. | New | 0.21% | +0.21 |
| ANET Arista Networks Inc. | Add +41.3% | 0.40% | +0.18 |
| ALAB Astera Labs Inc. | New | 0.16% | +0.16 |
| SPGI S&P Global Inc. | Add +213.6% | 0.20% | +0.12 |
| AVGO Broadcom Inc. | Add +6.5% | 0.64% | +0.11 |
| JEPI JPMorgan Equity Premium Inco | New | 0.11% | +0.11 |
| V Visa Inc. Class A | Add +5.9% | 0.95% | +0.10 |
| NOW ServiceNow Inc. | Add +54.6% | 0.37% | +0.10 |
| CIEN Ciena Corp. | New | 0.08% | +0.08 |
| GS Goldman Sachs Group Inc. | New | 0.08% | +0.08 |
| PYLD PIMCO Multisector Bond Actv | New | 0.08% | +0.08 |
| SNY Sanofi-ADR | New | 0.07% | +0.07 |
| ABT Abbott Laboratories | Add +31.8% | 0.71% | +0.05 |
| UBER Uber Technologies Inc. | Add +60.2% | 0.13% | +0.04 |
| CSCO Cisco Systems Inc. | Add +0.2% | 0.14% | +0.04 |
| NOMD Nomad Foods Ltd. | New | 0.04% | +0.04 |
| NYF iShares New York Muni Bond E | Add +27.6% | 0.21% | +0.04 |
| MKC McCormick & Co.-Non VTG SHRS | Add +19.2% | 0.25% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.18% | +0.02 |
| MA Mastercard Inc. Class A | Add +15.8% | 0.20% | +0.02 |
| PM Philip Morris International | Add +8.5% | 0.19% | +0.02 |
| DIS The Walt Disney Co. | Add +27.3% | 0.09% | +0.01 |
| TM Toyota Motor Corp. -Spon ADR | Add +39.5% | 0.27% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 143 | $294.1M | SPY, MSFT, AAPL, NVDA, GOOGL |
| Q1 2026 | 141 | $272.2M | SPY, MSFT, AAPL, AGG, GOOGL |
| Q4 2025 | 132 | $270.4M | SPY, LTPZ, MSFT, NVDA, SGOV |
| Q3 2025 | 127 | $264.3M | SPY, LTPZ, MSFT, BTAL, IVV |
| Q2 2025 | 143 | $239.3M | LTPZ, SPY, SGOV, IVV, SCHP |
| Q1 2025 | 177 | $221.7M | SPY, LTPZ, IVV, MSFT, AAPL |
| Q4 2024 | 175 | $221.9M | SPY, AAPL, LTPZ, VO, VTV |