Wealthedge Investment Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Wealthedge Investment Advisors, LLC reported 177 stock positions worth $221.7 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 5.9% of the portfolio, followed by PIMCO 15+ YR US Tips Indx (LTPZ, 5.4%) and iShares Core S&P 500 ETF (IVV, 3.1%). Compared with Q4 2024, it opened 42 new positions, sold out of 40, added to 60 and reduced 65. The biggest buy was Alphabet Class A (GOOGL, shares +630%) and the biggest sale iShares MSCI Emerging Market (EEM, shares −70%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002058455
- Portfolio Value
- $221.7M (Q1 2025)
- SEC Filing
- 0001085146-25-003040 ↗ filed May 13, 2025
Holdings Value
Holdings 177 stocks · $221.7M
| SPY SS SPDR S&P 500 ETF Trust-US | 5.90% | 23,395 | $13.1M | Reduce -11.6% |
| LTPZ PIMCO 15+ YR US Tips Indx | 5.44% | 219,752 | $12.1M | Add +50.3% |
| IVV iShares Core S&P 500 ETF | 3.07% | 12,116 | $6.8M | Reduce -0.3% |
| MSFT Microsoft Corp. | 3.05% | 18,013 | $6.8M | Add +121.1% |
| AAPL Apple Inc. | 2.93% | 29,194 | $6.5M | Reduce -8.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.84% | 24,299 | $6.3M | Reduce -12.6% |
| GOOGL Alphabet Inc. Class A | 2.73% | 39,076 | $6.0M | Add +629.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.68% | 34,351 | $5.9M | Reduce -18.7% |
| NVDA Nvidia Corp. | 2.52% | 51,573 | $5.6M | Add +20.1% |
| JAAA Janus Henderson Aaa Clo ETF | 2.10% | 91,820 | $4.7M | Add +13.3% |
| IWM iShares Russell 2000 ETF | 2.05% | 22,729 | $4.5M | Reduce -13.6% |
| SCHG Schwab US Large-Cap Growth | 1.97% | 174,506 | $4.4M | Reduce -12.1% |
| AMZN Amazon.com Inc. | 1.67% | 19,413 | $3.7M | Reduce -17.0% |
| QCOM Qualcomm Inc. | 1.54% | 22,254 | $3.4M | New |
| UPS United Parcel Service Class B | 1.48% | 29,747 | $3.3M | Add +35.5% |
| DOW Dow Inc. | 1.45% | 91,787 | $3.2M | Add +218.4% |
| IBIT iShares Bitcoin Trust ETF | 1.40% | 66,490 | $3.1M | Add +158.6% |
| VYM Vanguard High DVD Yield ETF | 1.36% | 23,400 | $3.0M | Reduce -3.9% |
| IWV iShares Russell 3000 ETF | 1.34% | 9,377 | $3.0M | Reduce -19.9% |
| SHY iShares 1-3 Year Treasury Bo | 1.29% | 34,446 | $2.8M | Add +16.5% |
| LLY Eli Lilly & Co. | 1.24% | 3,327 | $2.7M | Add +8.0% |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 1.18% | 45,726 | $2.6M | Reduce -16.6% |
| XLK SS Technology Select Sector | 1.09% | 11,718 | $2.4M | Add +42.4% |
| IWP iShares Russell Mid-Cap Grow | 1.09% | 20,576 | $2.4M | Reduce -18.0% |
| JPST JPMorgan Ultra-Short Income | 1.07% | 46,648 | $2.4M | Reduce -0.7% |
| IEFA iShares Core MSCI Eafe ETF | 1.03% | 30,199 | $2.3M | Reduce -43.0% |
| XLV SS Health Care Select Sector | 1.02% | 15,423 | $2.3M | Add +37.4% |
| SGOV iShares 0-3 Month Treasury B | 0.95% | 20,848 | $2.1M | Add +43.4% |
| JQUA JPMorgan US Quality Factor | 0.94% | 36,857 | $2.1M | Reduce -7.9% |
| TIP iShares Tips Bond ETF | 0.94% | 18,687 | $2.1M | Add +37.0% |
| META Meta Platforms Inc. Class A | 0.93% | 3,574 | $2.1M | Reduce -11.6% |
| OCSL Oaktree Specialty Lending Co. | 0.90% | 129,692 | $2.0M | Add +110.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.90% | 25,216 | $2.0M | Add +35.6% |
| OEF iShares S&P 100 ETF | 0.89% | 7,320 | $2.0M | Reduce -0.8% |
| GBDC Golub Capital BDC Inc. | 0.82% | 120,216 | $1.8M | Add +124.0% |
| GLD SPDR Gold Shares | 0.82% | 6,308 | $1.8M | Reduce -11.6% |
| VCIT Vanguard Int-Term Corporate | 0.82% | 22,201 | $1.8M | Reduce -4.7% |
| XLF SS Financial Select Sector | 0.81% | 36,259 | $1.8M | Add +50.1% |
| VTIP Vanguard Short-Term Tips | 0.76% | 33,822 | $1.7M | Add +11.7% |
| NMFC New Mountain Finance Corp. filed as NEW MTN FIN CORP | 0.76% | 152,878 | $1.7M | Add +183.4% |
| IWF iShares Russell 1000 Growth | 0.75% | 4,577 | $1.7M | Reduce -7.2% |
| IHI iShares U.S. Medical Devices | 0.72% | 26,468 | $1.6M | Add +67.4% |
| CHCT Community Healthcare Trust I | 0.72% | 87,546 | $1.6M | Add +76.5% |
| CNI Canadian Natl Railway Co. | 0.69% | 15,780 | $1.5M | Reduce -27.1% |
| EEM iShares MSCI Emerging Market | 0.66% | 33,723 | $1.5M | Reduce -70.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.65% | 5,718 | $1.4M | Reduce -22.5% |
| AHRT Ah Realty Trust Inc. filed as ARMADA HOFFLER PPTYS INC | 0.65% | 190,886 | $1.4M | Add +252.8% |
| VEA Vanguard Ftse Developed ETF | 0.63% | 27,313 | $1.4M | Reduce -7.2% |
| NET Cloudflare Inc. Class A | 0.62% | 12,132 | $1.4M | Add +64.5% |
| EWY iShares MSCI South Korea ETF | 0.60% | 24,559 | $1.3M | Add +3.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.59% | 2,701 | $1.3M | Add +21.6% |
| DEA Easterly Govt Pptys Inc. | 0.55% | 114,472 | $1.2M | Add +154.0% |
| TW Tradeweb Markets Inc. Class A | 0.54% | 8,034 | $1.2M | Add +67.5% |
| AVGO Broadcom Inc. | 0.50% | 6,591 | $1.1M | Reduce -57.5% |
| ADBE Adobe Inc. | 0.49% | 2,853 | $1.1M | New |
| TCPC BlackRock TCP Capital Corp. | 0.48% | 133,023 | $1.1M | New |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.48% | 20,205 | $1.1M | Reduce -25.0% |
| TGTX TG Therapeutics Inc. | 0.48% | 26,895 | $1.1M | New |
| DOCS Doximity Inc. Class A | 0.46% | 17,745 | $1.0M | Add +14.7% |
| TXO Txo Partners LP | 0.46% | 53,624 | $1.0M | Reduce -22.8% |
| VCLT Vanguard Long-Term Corp. Bond | 0.43% | 12,494 | $948K | Reduce -15.6% |
| AOA iShares Core 80/20 Aggressiv | 0.41% | 11,904 | $911K | Reduce -8.9% |
| V Visa Inc. Class A | 0.40% | 2,537 | $889K | Reduce -7.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.39% | 3,136 | $862K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 1,779 | $834K | Reduce -58.2% |
| ALGN Align Technology Inc. | 0.37% | 5,102 | $811K | Add +190.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.36% | 1 | $798K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.36% | 2,251 | $794K | Reduce -10.2% |
| DASH DoorDash Inc. Class A | 0.36% | 4,324 | $790K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.35% | 3,530 | $783K | Reduce -13.3% |
| HD Home Depot Inc. | 0.35% | 2,098 | $769K | Add +6.0% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.35% | 17,442 | $766K | Reduce -38.6% |
| CHDN Churchill Downs Inc. | 0.33% | 6,633 | $737K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 1,379 | $734K | No change |
| ST Sensata Technologies Holdplc | 0.33% | 29,956 | $727K | Reduce -40.7% |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.32% | 18,010 | $716K | Add +64.3% |
| JPM JPMorgan Chase & Co. | 0.32% | 2,899 | $711K | Reduce -3.1% |
| MRTN Marten Transport Ltd. | 0.32% | 51,746 | $710K | Add +203.3% |
| AON Aon PLC Class A | 0.32% | 1,766 | $705K | Reduce -0.6% |
| HTLD Heartland Express Inc. | 0.31% | 73,645 | $679K | Add +165.8% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 3,335 | $668K | New |
| DOC Healthpeak Properties Inc. | 0.29% | 31,685 | $641K | Add +34.2% |
| JPUS JPMorgan Div Ret US Eq ETF | 0.27% | 5,266 | $607K | Reduce -38.9% |
| XLP SS Consumer Staples Sel Sect | 0.25% | 6,866 | $561K | Reduce -62.3% |
| GRBK Green Brick Partners Inc. | 0.24% | 9,141 | $533K | Add +157.8% |
| BIIB Biogen Inc. | 0.24% | 3,873 | $530K | Add +123.4% |
| AGG iShares Core U.S. Aggregate | 0.24% | 5,348 | $529K | Reduce -44.1% |
| SAIC Science Applications Inte | 0.23% | 4,495 | $505K | Add +12.5% |
| PWR Quanta Services Inc. | 0.22% | 1,960 | $498K | New |
| XLC SS Comm Select Sector SPDR | 0.22% | 4,982 | $481K | Reduce -8.7% |
| FOXA Fox Corp. Class A | 0.22% | 8,472 | $480K | New |
| UNH Unitedhealth Group Inc. | 0.22% | 911 | $478K | Reduce -22.2% |
| BALL Ball Corp. | 0.21% | 9,134 | $476K | New |
| BFS Saul Centers Inc. filed as SAUL CTRS INC | 0.21% | 12,750 | $460K | New |
| EMR Emerson Electric Co. | 0.21% | 4,148 | $455K | Reduce -1.3% |
| AVUV Avantis US Small Cap Value | 0.20% | 5,196 | $453K | New |
| NICE Nice Ltd. - Spon ADR | 0.20% | 2,856 | $440K | New |
| PM Philip Morris International | 0.20% | 2,771 | $440K | Reduce -0.9% |
| TPR Tapestry Inc. | 0.20% | 6,218 | $438K | New |
| WMT Walmart Inc. | 0.19% | 4,894 | $430K | Reduce -4.2% |
Options reported separately and not counted above: QQQ calls ($47K).
Portfolio Sells Q4 2024 → Q1 2025
| EEM iShares MSCI Emerging Market | Reduce -70.0% | 0.66% | −1.45 |
| CVS CVS Health Corp. | Sold out | 0.00% | −1.14 |
| AVGO Broadcom Inc. | Reduce -57.5% | 0.50% | −1.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -11.6% | 5.90% | −1.09 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.90 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.87 |
| NTR Nutrien Ltd. | Sold out | 0.00% | −0.68 |
| AAPL Apple Inc. | Reduce -8.3% | 2.93% | −0.67 |
| AXON Axon Enterprise Inc. | Reduce -84.8% | 0.10% | −0.65 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -43.0% | 1.03% | −0.65 |
| AMZN Amazon.com Inc. | Reduce -17.0% | 1.67% | −0.65 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.62 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -58.2% | 0.38% | −0.60 |
| IWM iShares Russell 2000 ETF | Reduce -13.6% | 2.05% | −0.57 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.57 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -18.7% | 2.68% | −0.55 |
| SCHG Schwab US Large-Cap Growth | Reduce -12.1% | 1.97% | −0.52 |
| DIS The Walt Disney Co. | Reduce -76.5% | 0.13% | −0.49 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -12.6% | 2.84% | −0.47 |
| ECH iShares MSCI Chile ETF | Sold out | 0.00% | −0.45 |
| IWV iShares Russell 3000 ETF | Reduce -19.9% | 1.34% | −0.42 |
| XLP SS Consumer Staples Sel Sect | Reduce -62.3% | 0.25% | −0.39 |
| PANW Palo Alto Networks Inc. | Reduce -77.2% | 0.11% | −0.39 |
| ONON On Holding AG Class A | Reduce -38.6% | 0.35% | −0.36 |
| IWP iShares Russell Mid-Cap Grow | Reduce -18.0% | 1.09% | −0.34 |
| ABEV Ambev SA-ADR | Sold out | 0.00% | −0.34 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −0.30 |
| CNI Canadian Natl Railway Co. | Reduce -27.1% | 0.69% | −0.30 |
| ST Sensata Technologies Holdplc | Reduce -40.7% | 0.33% | −0.30 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.29 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -22.5% | 0.65% | −0.28 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.27 |
| BSM Black Stone Minerals LP | Sold out | 0.00% | −0.23 |
| APP AppLovin Corp. Class A | Reduce -45.0% | 0.18% | −0.22 |
| AFRM Affirm Holdings Inc. | Sold out | 0.00% | −0.21 |
| XYZ Block Inc. | Sold out | 0.00% | −0.20 |
| LKQ LKQ Corp. | Sold out | 0.00% | −0.20 |
| IOT Samsara Inc. Class A | Sold out | 0.00% | −0.18 |
| EC Ecopetrol SA-Sponsored ADR | Sold out | 0.00% | −0.18 |
| AGG iShares Core U.S. Aggregate | Reduce -44.1% | 0.24% | −0.18 |
| JPUS JPMorgan Div Ret US Eq ETF | Reduce -38.9% | 0.27% | −0.17 |
| ALAB Astera Labs Inc. | Sold out | 0.00% | −0.16 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 3.07% | −0.15 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.15 |
| JPEM JPM Diversified Ret Em Equit | Reduce -25.0% | 0.48% | −0.15 |
| IWF iShares Russell 1000 Growth | Reduce -7.2% | 0.75% | −0.15 |
| JPIN JPM Diversified Ret Intl Eq | Reduce -16.6% | 1.18% | −0.15 |
| LKFT Lakefront Biotherapeutic-ADR | Sold out | 0.00% | −0.14 |
| META Meta Platforms Inc. Class A | Reduce -11.6% | 0.93% | −0.14 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.13 |
Portfolio Buys Q4 2024 → Q1 2025
| GOOGL Alphabet Inc. Class A | Add +629.7% | 2.73% | +2.27 |
| LTPZ PIMCO 15+ YR US Tips Indx | Add +50.3% | 5.44% | +2.01 |
| QCOM Qualcomm Inc. | New | 1.54% | +1.54 |
| MSFT Microsoft Corp. | Add +121.1% | 3.05% | +1.50 |
| DOW Dow Inc. | Add +218.4% | 1.45% | +0.92 |
| IBIT iShares Bitcoin Trust ETF | Add +158.6% | 1.40% | +0.79 |
| ADBE Adobe Inc. | New | 0.49% | +0.49 |
| NMFC New Mountain Finance Corp. | Add +183.4% | 0.76% | +0.49 |
| TCPC BlackRock TCP Capital Corp. | New | 0.48% | +0.48 |
| TGTX TG Therapeutics Inc. | New | 0.48% | +0.48 |
| OCSL Oaktree Specialty Lending Co. | Add +110.2% | 0.90% | +0.47 |
| GBDC Golub Capital BDC Inc. | Add +124.0% | 0.82% | +0.45 |
| AHRT Ah Realty Trust Inc. | Add +252.8% | 0.65% | +0.40 |
| DASH DoorDash Inc. Class A | New | 0.36% | +0.36 |
| CHDN Churchill Downs Inc. | New | 0.33% | +0.33 |
| XLV SS Health Care Select Sector | Add +37.4% | 1.02% | +0.32 |
| DEA Easterly Govt Pptys Inc. | Add +154.0% | 0.55% | +0.32 |
| IHI iShares U.S. Medical Devices | Add +67.4% | 0.72% | +0.30 |
| GE General Electric | New | 0.30% | +0.30 |
| SGOV iShares 0-3 Month Treasury B | Add +43.4% | 0.95% | +0.29 |
| XLF SS Financial Select Sector | Add +50.1% | 0.81% | +0.29 |
| CHCT Community Healthcare Trust I | Add +76.5% | 0.72% | +0.29 |
| TIP iShares Tips Bond ETF | Add +37.0% | 0.94% | +0.28 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +35.6% | 0.90% | +0.26 |
| NET Cloudflare Inc. Class A | Add +64.5% | 0.62% | +0.26 |
| TW Tradeweb Markets Inc. Class A | Add +67.5% | 0.54% | +0.26 |
| JAAA Janus Henderson Aaa Clo ETF | Add +13.3% | 2.10% | +0.25 |
| XLK SS Technology Select Sector | Add +42.4% | 1.09% | +0.23 |
| UPS United Parcel Service Class B | Add +35.5% | 1.48% | +0.23 |
| PWR Quanta Services Inc. | New | 0.22% | +0.22 |
| FOXA Fox Corp. Class A | New | 0.22% | +0.22 |
| BALL Ball Corp. | New | 0.21% | +0.21 |
| BFS Saul Centers Inc. | New | 0.21% | +0.21 |
| AVUV Avantis US Small Cap Value | New | 0.20% | +0.20 |
| ALGN Align Technology Inc. | Add +190.1% | 0.37% | +0.20 |
| MRTN Marten Transport Ltd. | Add +203.3% | 0.32% | +0.20 |
| NICE Nice Ltd. - Spon ADR | New | 0.20% | +0.20 |
| TPR Tapestry Inc. | New | 0.20% | +0.20 |
| SHY iShares 1-3 Year Treasury Bo | Add +16.5% | 1.29% | +0.19 |
| CRL Charles River Laboratories | New | 0.19% | +0.19 |
| COIN Coinbase Global Inc. Class A | New | 0.19% | +0.19 |
| PAYC Paycom Software Inc. | New | 0.19% | +0.19 |
| DMLP Dorchester Minerals LP | New | 0.19% | +0.19 |
| VRTX Vertex Pharmaceuticals Inc. | Add +21.6% | 0.59% | +0.19 |
| AUR Aurora Innovation Inc. | New | 0.19% | +0.19 |
| RPRX Royalty Pharma PLC Class A | New | 0.18% | +0.18 |
| HOOD Robinhood Markets Inc. Class A | New | 0.17% | +0.17 |
| LLY Eli Lilly & Co. | Add +8.0% | 1.24% | +0.17 |
| HTLD Heartland Express Inc. | Add +165.8% | 0.31% | +0.17 |
| RLI Rli Corp. | New | 0.15% | +0.15 |
Options Activity Q4 2024 → Q1 2025
| QQQ Invesco QQQ Trust Series 1 | call | New | 100 | $47K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |