Wealthedge Investment Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed March 12, 2025), Wealthedge Investment Advisors, LLC reported 175 stock positions worth $221.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 7.0% of the portfolio, followed by Apple (AAPL, 3.6%) and PIMCO 15+ YR US Tips Indx (LTPZ, 3.4%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002058455
- Portfolio Value
- $221.9M (Q4 2024)
- SEC Filing
- 0001085146-25-001825 ↗ filed Mar 12, 2025
Holdings Value
Holdings 175 stocks · $221.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 6.99% | 26,470 | $15.5M | — |
| AAPL Apple Inc. | 3.60% | 31,853 | $8.0M | — |
| LTPZ PIMCO 15+ YR US Tips Indx | 3.43% | 146,196 | $7.6M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.31% | 27,805 | $7.3M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.23% | 42,275 | $7.2M | — |
| IVV iShares Core S&P 500 ETF | 3.22% | 12,152 | $7.2M | — |
| IWM iShares Russell 2000 ETF | 2.62% | 26,302 | $5.8M | — |
| NVDA Nvidia Corp. | 2.60% | 42,923 | $5.8M | — |
| SCHG Schwab US Large-Cap Growth | 2.49% | 198,619 | $5.5M | — |
| AMZN Amazon.com Inc. | 2.31% | 23,396 | $5.1M | — |
| EEM iShares MSCI Emerging Market | 2.12% | 112,423 | $4.7M | — |
| JAAA Janus Henderson Aaa Clo ETF | 1.85% | 81,063 | $4.1M | — |
| IWV iShares Russell 3000 ETF | 1.76% | 11,711 | $3.9M | — |
| IEFA iShares Core MSCI Eafe ETF | 1.68% | 53,029 | $3.7M | — |
| AVGO Broadcom Inc. | 1.62% | 15,505 | $3.6M | — |
| MSFT Microsoft Corp. | 1.55% | 8,146 | $3.4M | — |
| IWP iShares Russell Mid-Cap Grow | 1.43% | 25,089 | $3.2M | — |
| VYM Vanguard High DVD Yield ETF | 1.40% | 24,337 | $3.1M | — |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 1.32% | 54,838 | $2.9M | — |
| UPS United Parcel Service Class B | 1.25% | 21,949 | $2.8M | — |
| CVS CVS Health Corp. | 1.14% | 56,249 | $2.5M | — |
| SHY iShares 1-3 Year Treasury Bo | 1.09% | 29,575 | $2.4M | — |
| LLY Eli Lilly & Co. | 1.07% | 3,082 | $2.4M | — |
| JPST JPMorgan Ultra-Short Income | 1.07% | 46,975 | $2.4M | — |
| META Meta Platforms Inc. Class A | 1.07% | 4,041 | $2.4M | — |
| JQUA JPMorgan US Quality Factor | 1.03% | 40,002 | $2.3M | — |
| CNI Canadian Natl Railway Co. | 0.99% | 21,654 | $2.2M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.98% | 4,255 | $2.2M | — |
| OEF iShares S&P 100 ETF | 0.96% | 7,382 | $2.1M | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.93% | 7,376 | $2.1M | — |
| NOW ServiceNow Inc. | 0.90% | 1,883 | $2.0M | — |
| IWF iShares Russell 1000 Growth | 0.89% | 4,933 | $2.0M | — |
| TSLA Tesla Inc. | 0.87% | 4,801 | $1.9M | — |
| XLK SS Technology Select Sector | 0.86% | 8,232 | $1.9M | — |
| VCIT Vanguard Int-Term Corporate | 0.84% | 23,285 | $1.9M | — |
| GLD SPDR Gold Shares | 0.78% | 7,135 | $1.7M | — |
| AXON Axon Enterprise Inc. | 0.76% | 2,821 | $1.7M | — |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.70% | 28,408 | $1.6M | — |
| XLV SS Health Care Select Sector | 0.70% | 11,228 | $1.5M | — |
| NTR Nutrien Ltd. | 0.68% | 33,694 | $1.5M | — |
| VTIP Vanguard Short-Term Tips | 0.66% | 30,288 | $1.5M | — |
| SGOV iShares 0-3 Month Treasury B | 0.66% | 14,537 | $1.5M | — |
| TIP iShares Tips Bond ETF | 0.65% | 13,638 | $1.5M | — |
| XLP SS Consumer Staples Sel Sect | 0.65% | 18,204 | $1.4M | — |
| VEA Vanguard Ftse Developed ETF | 0.63% | 29,443 | $1.4M | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.63% | 18,593 | $1.4M | — |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.63% | 26,954 | $1.4M | — |
| ST Sensata Technologies Holdplc | 0.62% | 50,518 | $1.4M | — |
| ANET Arista Networks Inc. | 0.62% | 12,449 | $1.4M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.62% | 12,265 | $1.4M | — |
| IBIT iShares Bitcoin Trust ETF | 0.61% | 25,712 | $1.4M | — |
| LULU Lululemon Athletica Inc. | 0.57% | 3,286 | $1.3M | — |
| EWY iShares MSCI South Korea ETF | 0.54% | 23,736 | $1.2M | — |
| TXO Txo Partners LP | 0.53% | 69,442 | $1.2M | — |
| XLF SS Financial Select Sector | 0.53% | 24,154 | $1.2M | — |
| DOW Dow Inc. | 0.52% | 28,831 | $1.2M | — |
| VCLT Vanguard Long-Term Corp. Bond | 0.50% | 14,809 | $1.1M | — |
| PANW Palo Alto Networks Inc. | 0.50% | 6,055 | $1.1M | — |
| GOOGL Alphabet Inc. Class A | 0.46% | 5,355 | $1.0M | — |
| AOA iShares Core 80/20 Aggressiv | 0.45% | 13,070 | $1.0M | — |
| ECH iShares MSCI Chile ETF | 0.45% | 39,636 | $992K | — |
| JPUS JPMorgan Div Ret US Eq ETF | 0.44% | 8,616 | $983K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.44% | 4,074 | $979K | — |
| CHCT Community Healthcare Trust I | 0.43% | 49,613 | $953K | — |
| OCSL Oaktree Specialty Lending Co. | 0.42% | 61,690 | $943K | — |
| AGG iShares Core U.S. Aggregate | 0.42% | 9,563 | $927K | — |
| IHI iShares U.S. Medical Devices | 0.42% | 15,811 | $923K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 3,136 | $909K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.40% | 2,221 | $894K | — |
| APP AppLovin Corp. Class A | 0.40% | 2,746 | $889K | — |
| V Visa Inc. Class A | 0.39% | 2,744 | $867K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.39% | 2,507 | $858K | — |
| DOCS Doximity Inc. Class A | 0.37% | 15,469 | $826K | — |
| GBDC Golub Capital BDC Inc. | 0.37% | 53,665 | $814K | — |
| NET Cloudflare Inc. Class A | 0.36% | 7,377 | $794K | — |
| HD Home Depot Inc. | 0.35% | 1,980 | $770K | — |
| ABEV Ambev SA-ADR | 0.34% | 405,766 | $751K | — |
| JPM JPMorgan Chase & Co. | 0.32% | 2,992 | $717K | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.31% | 1 | $681K | — |
| PDD PDD Holdings Inc. | 0.30% | 6,866 | $666K | — |
| VRT Vertiv Holdings Co. Class A | 0.29% | 5,625 | $639K | — |
| AON Aon PLC Class A | 0.29% | 1,777 | $638K | — |
| TW Tradeweb Markets Inc. Class A | 0.28% | 4,797 | $628K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 1,379 | $625K | — |
| NMFC New Mountain Finance Corp. filed as NEW MTN FIN CORP | 0.27% | 53,942 | $607K | — |
| UNH Unitedhealth Group Inc. | 0.27% | 1,171 | $592K | — |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.27% | 5,027 | $591K | — |
| AHRT Ah Realty Trust Inc. filed as ARMADA HOFFLER PPTYS INC | 0.25% | 54,103 | $553K | — |
| XLC SS Comm Select Sector SPDR | 0.24% | 5,458 | $528K | — |
| EMR Emerson Electric Co. | 0.23% | 4,202 | $521K | — |
| DEA Easterly Govt Pptys Inc. | 0.23% | 45,075 | $512K | — |
| BSM Black Stone Minerals LP | 0.23% | 34,586 | $505K | — |
| GTE Gran Tierra Energy Inc. | 0.22% | 67,958 | $491K | — |
| UGI Ugi Corp. | 0.22% | 17,267 | $487K | — |
| DOC Healthpeak Properties Inc. | 0.22% | 23,609 | $479K | — |
| AFRM Affirm Holdings Inc. | 0.21% | 7,689 | $468K | — |
| MBB iShares MBS ETF | 0.21% | 5,054 | $463K | — |
| WMT Walmart Inc. | 0.21% | 5,106 | $461K | — |
| COST Costco Wholesale Corp. | 0.20% | 495 | $453K | — |
| SAIC Science Applications Inte | 0.20% | 3,995 | $447K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |