Wealthedge Investment Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Wealthedge Investment Advisors, LLC reported 143 stock positions worth $239.3 million. Its top holding was PIMCO 15+ YR US Tips Indx (LTPZ) at 5.8% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 5.5%) and iShares 0-3 Month Treasury B (SGOV, 3.8%). Compared with Q1 2025, it opened 28 new positions, sold out of 62, added to 47 and reduced 63. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +332%) and the biggest sale Alphabet Class A (GOOGL, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002058455
- Portfolio Value
- $239.3M (Q2 2025)
- SEC Filing
- 0001085146-25-004997 ↗ filed Aug 13, 2025
Holdings Value
Holdings 143 stocks · $239.3M
| LTPZ PIMCO 15+ YR US Tips Indx | 5.78% | 263,811 | $13.8M | Add +20.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.49% | 21,250 | $13.1M | Reduce -9.2% |
| SGOV iShares 0-3 Month Treasury B | 3.79% | 90,144 | $9.1M | Add +332.4% |
| IVV iShares Core S&P 500 ETF | 3.17% | 12,217 | $7.6M | Add +0.8% |
| SCHP Schwab U.S. Tips ETF | 2.79% | 250,436 | $6.7M | New |
| VTIP Vanguard Short-Term Tips | 2.73% | 129,955 | $6.5M | Add +284.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.58% | 22,066 | $6.2M | Reduce -9.2% |
| MSFT Microsoft Corp. | 2.38% | 11,448 | $5.7M | Reduce -36.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.30% | 31,187 | $5.5M | Reduce -9.2% |
| AAPL Apple Inc. | 2.16% | 25,141 | $5.2M | Reduce -13.9% |
| SCHG Schwab US Large-Cap Growth | 2.08% | 170,568 | $5.0M | Reduce -2.3% |
| NVDA Nvidia Corp. | 1.97% | 29,828 | $4.7M | Reduce -42.2% |
| JAAA Janus Henderson Aaa Clo ETF | 1.95% | 91,767 | $4.7M | Reduce -0.1% |
| IWM iShares Russell 2000 ETF | 1.90% | 21,027 | $4.5M | Reduce -7.5% |
| BMY Bristol-Myers Squibb Co. | 1.87% | 96,686 | $4.5M | New |
| AMZN Amazon.com Inc. | 1.73% | 18,895 | $4.1M | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 1.52% | 20,626 | $3.6M | Reduce -47.2% |
| TIP iShares Tips Bond ETF | 1.51% | 32,890 | $3.6M | Add +76.0% |
| QCOM Qualcomm Inc. | 1.48% | 22,254 | $3.5M | No change |
| UPS United Parcel Service Class B | 1.45% | 34,394 | $3.5M | Add +15.6% |
| XLK SS Technology Select Sector | 1.28% | 12,073 | $3.1M | Add +3.0% |
| DOC Healthpeak Properties Inc. | 1.20% | 163,959 | $2.9M | Add +417.5% |
| SHY iShares 1-3 Year Treasury Bo | 1.18% | 33,944 | $2.8M | Reduce -1.5% |
| IWP iShares Russell Mid-Cap Grow | 1.17% | 20,139 | $2.8M | Reduce -2.1% |
| IWV iShares Russell 3000 ETF | 1.03% | 7,045 | $2.5M | Reduce -24.9% |
| VYM Vanguard High DVD Yield ETF | 0.98% | 17,568 | $2.3M | Reduce -24.9% |
| JPST JPMorgan Ultra-Short Income | 0.96% | 45,433 | $2.3M | Reduce -2.6% |
| CHCT Community Healthcare Trust I | 0.95% | 136,431 | $2.3M | Add +55.8% |
| OEF iShares S&P 100 ETF | 0.92% | 7,244 | $2.2M | Reduce -1.0% |
| LYB Lyondellbasell Indu Class A | 0.92% | 37,884 | $2.2M | New |
| BTAL Agf US Market Neutral Anti-B | 0.91% | 123,129 | $2.2M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.89% | 26,095 | $2.1M | Add +3.5% |
| XLV SS Health Care Select Sector | 0.89% | 15,761 | $2.1M | Add +2.2% |
| XLF SS Financial Select Sector | 0.88% | 40,003 | $2.1M | Add +10.3% |
| DOW Dow Inc. | 0.87% | 78,286 | $2.1M | Reduce -14.7% |
| META Meta Platforms Inc. Class A | 0.85% | 2,759 | $2.0M | Reduce -22.8% |
| LLY Eli Lilly & Co. | 0.83% | 2,556 | $2.0M | Reduce -23.2% |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 0.78% | 29,129 | $1.9M | Reduce -36.3% |
| GLD SPDR Gold Shares | 0.76% | 5,985 | $1.8M | Reduce -5.1% |
| ADBE Adobe Inc. | 0.76% | 4,704 | $1.8M | Add +64.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.76% | 21,756 | $1.8M | Reduce -28.0% |
| IHI iShares U.S. Medical Devices | 0.75% | 28,702 | $1.8M | Add +8.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.66% | 5,726 | $1.6M | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 0.64% | 27,019 | $1.5M | Reduce -1.1% |
| IBIT iShares Bitcoin Trust ETF | 0.62% | 24,305 | $1.5M | Reduce -63.5% |
| IWF iShares Russell 1000 Growth | 0.62% | 3,503 | $1.5M | Reduce -23.5% |
| NMFC New Mountain Finance Corp. filed as NEW MTN FIN CORP | 0.62% | 139,893 | $1.5M | Reduce -8.5% |
| VCIT Vanguard Int-Term Corporate | 0.60% | 17,277 | $1.4M | Reduce -22.2% |
| JQUA JPMorgan US Quality Factor | 0.56% | 22,349 | $1.3M | Reduce -39.4% |
| TXO Txo Partners LP | 0.56% | 88,914 | $1.3M | Add +65.8% |
| OCSL Oaktree Specialty Lending Co. | 0.55% | 96,807 | $1.3M | Reduce -25.4% |
| AVGO Broadcom Inc. | 0.55% | 4,784 | $1.3M | Reduce -27.4% |
| HUM Humana Inc. | 0.54% | 5,272 | $1.3M | New |
| BFS Saul Centers Inc. filed as SAUL CTRS INC | 0.54% | 37,757 | $1.3M | Add +196.1% |
| DASH DoorDash Inc. Class A | 0.54% | 5,226 | $1.3M | Add +20.9% |
| GE General Electric filed as GE AEROSPACE | 0.52% | 4,868 | $1.3M | Add +46.0% |
| HOOD Robinhood Markets Inc. Class A | 0.52% | 13,329 | $1.2M | Add +48.6% |
| PEP Pepsico Inc. | 0.51% | 9,175 | $1.2M | New |
| PLTR Palantir Technologies Inc. Class A | 0.51% | 8,871 | $1.2M | New |
| EEM iShares MSCI Emerging Market | 0.50% | 24,941 | $1.2M | Reduce -26.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.49% | 2,284 | $1.2M | Add +1.5% |
| NET Cloudflare Inc. Class A | 0.47% | 5,802 | $1.1M | Reduce -52.2% |
| AOA iShares Core 80/20 Aggressiv | 0.47% | 13,584 | $1.1M | Add +14.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.47% | 3,680 | $1.1M | Add +17.4% |
| NFLX Netflix Inc. | 0.47% | 832 | $1.1M | New |
| EWY iShares MSCI South Korea ETF | 0.46% | 15,390 | $1.1M | Reduce -37.3% |
| GBDC Golub Capital BDC Inc. | 0.45% | 72,995 | $1.1M | Reduce -39.3% |
| BNL Broadstone Net Lease Inc. | 0.45% | 66,612 | $1.1M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.43% | 1,879 | $1.0M | Add +5.6% |
| AMAT Applied Materials Inc. | 0.43% | 5,623 | $1.0M | New |
| SPOT Spotify Technology SA | 0.42% | 1,318 | $1.0M | Add +132.9% |
| AXON Axon Enterprise Inc. | 0.42% | 1,204 | $997K | Add +180.7% |
| NOW ServiceNow Inc. | 0.40% | 932 | $958K | New |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.38% | 6,410 | $920K | New |
| V Visa Inc. Class A | 0.37% | 2,467 | $876K | Reduce -2.8% |
| SNOW Snowflake Inc. | 0.36% | 3,897 | $872K | New |
| JPM JPMorgan Chase & Co. | 0.35% | 2,913 | $845K | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 1,719 | $835K | Add +24.7% |
| CRDO Credo Technology Group Holdi | 0.35% | 8,938 | $828K | New |
| HR Healthcare Realty Trust Inc. | 0.35% | 52,152 | $827K | New |
| CHDN Churchill Downs Inc. | 0.34% | 8,159 | $824K | Add +23.0% |
| HTLD Heartland Express Inc. | 0.32% | 89,663 | $775K | Add +21.8% |
| MRTN Marten Transport Ltd. | 0.31% | 57,953 | $753K | Add +12.0% |
| OKLO Oklo Inc. | 0.31% | 13,173 | $738K | New |
| HD Home Depot Inc. | 0.30% | 1,989 | $729K | Reduce -5.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.30% | 1 | $729K | No change |
| APP AppLovin Corp. Class A | 0.30% | 2,072 | $725K | Add +37.3% |
| SQM Quimica Y Minera Chil-SP ADR filed as SOCIEDAD QUIMICA Y MINERA DE | 0.29% | 19,774 | $697K | Add +9.8% |
| APLS Apellis Pharmaceuticals Inc. | 0.28% | 38,572 | $668K | New |
| HI Hillenbrand Inc. | 0.28% | 32,844 | $659K | Add +289.2% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.27% | 11,469 | $647K | Reduce -43.2% |
| AON Aon PLC Class A | 0.26% | 1,766 | $630K | No change |
| PWR Quanta Services Inc. | 0.25% | 1,611 | $609K | Reduce -17.8% |
| AGG iShares Core U.S. Aggregate | 0.25% | 6,076 | $603K | Add +13.6% |
| TW Tradeweb Markets Inc. Class A | 0.24% | 3,937 | $576K | Reduce -51.0% |
| OEC Orion SA | 0.24% | 54,802 | $575K | New |
| EMR Emerson Electric Co. | 0.23% | 4,129 | $551K | Reduce -0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.22% | 2,253 | $534K | Reduce -36.2% |
| THRM Gentherm Inc. | 0.21% | 18,083 | $512K | New |
| PM Philip Morris International | 0.21% | 2,796 | $509K | Add +0.9% |
Options reported separately and not counted above: SPY puts ($680K).
Portfolio Sells Q1 2025 → Q2 2025
| GOOGL Alphabet Inc. Class A | Reduce -47.2% | 1.52% | −1.21 |
| IBIT iShares Bitcoin Trust ETF | Reduce -63.5% | 0.62% | −0.78 |
| AAPL Apple Inc. | Reduce -13.9% | 2.16% | −0.77 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.69 |
| MSFT Microsoft Corp. | Reduce -36.5% | 2.38% | −0.67 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.59 |
| DOW Dow Inc. | Reduce -14.7% | 0.87% | −0.58 |
| AHRT Ah Realty Trust Inc. | Reduce -83.7% | 0.09% | −0.56 |
| NVDA Nvidia Corp. | Reduce -42.2% | 1.97% | −0.55 |
| DEA Easterly Govt Pptys Inc. | Sold out | 0.00% | −0.55 |
| TCPC BlackRock TCP Capital Corp. | Sold out | 0.00% | −0.48 |
| TGTX TG Therapeutics Inc. | Sold out | 0.00% | −0.48 |
| DOCS Doximity Inc. Class A | Sold out | 0.00% | −0.46 |
| VCLT Vanguard Long-Term Corp. Bond | Sold out | 0.00% | −0.43 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -9.2% | 5.49% | −0.42 |
| LLY Eli Lilly & Co. | Reduce -23.2% | 0.83% | −0.41 |
| JPIN JPM Diversified Ret Intl Eq | Reduce -36.3% | 0.78% | −0.40 |
| VYM Vanguard High DVD Yield ETF | Reduce -24.9% | 0.98% | −0.38 |
| JQUA JPMorgan US Quality Factor | Reduce -39.4% | 0.56% | −0.38 |
| GBDC Golub Capital BDC Inc. | Reduce -39.3% | 0.45% | −0.37 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -9.2% | 2.30% | −0.37 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.37 |
| OCSL Oaktree Specialty Lending Co. | Reduce -25.4% | 0.55% | −0.35 |
| ONON On Holding AG Class A | Sold out | 0.00% | −0.35 |
| ST Sensata Technologies Holdplc | Sold out | 0.00% | −0.33 |
| IWV iShares Russell 3000 ETF | Reduce -24.9% | 1.03% | −0.31 |
| TW Tradeweb Markets Inc. Class A | Reduce -51.0% | 0.24% | −0.30 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -28.0% | 0.76% | −0.27 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -9.2% | 2.58% | −0.26 |
| GRBK Green Brick Partners Inc. | Sold out | 0.00% | −0.24 |
| BIIB Biogen Inc. | Sold out | 0.00% | −0.24 |
| SAIC Science Applications Inte | Sold out | 0.00% | −0.23 |
| VCIT Vanguard Int-Term Corporate | Reduce -22.2% | 0.60% | −0.22 |
| FOXA Fox Corp. Class A | Sold out | 0.00% | −0.22 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.22 |
| BALL Ball Corp. | Sold out | 0.00% | −0.21 |
| JPEM JPM Diversified Ret Em Equit | Reduce -43.2% | 0.27% | −0.21 |
| AVUV Avantis US Small Cap Value | Sold out | 0.00% | −0.20 |
| NICE Nice Ltd. - Spon ADR | Sold out | 0.00% | −0.20 |
| TPR Tapestry Inc. | Sold out | 0.00% | −0.20 |
| GTE Gran Tierra Energy Inc. | Sold out | 0.00% | −0.19 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.19 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.19 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.19 |
| AUR Aurora Innovation Inc. | Sold out | 0.00% | −0.19 |
| RPRX Royalty Pharma PLC Class A | Sold out | 0.00% | −0.18 |
| CLSE Convergence Long/Short Eqy | Sold out | 0.00% | −0.18 |
| VWOB Vanguard Emerg MKTS Gov BND | Sold out | 0.00% | −0.17 |
| EEM iShares MSCI Emerging Market | Reduce -26.0% | 0.50% | −0.16 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -0.1% | 1.95% | −0.15 |
Portfolio Buys Q1 2025 → Q2 2025
| SGOV iShares 0-3 Month Treasury B | Add +332.4% | 3.79% | +2.85 |
| SCHP Schwab U.S. Tips ETF | New | 2.79% | +2.79 |
| VTIP Vanguard Short-Term Tips | Add +284.2% | 2.73% | +1.97 |
| BMY Bristol-Myers Squibb Co. | New | 1.87% | +1.87 |
| LYB Lyondellbasell Indu Class A | New | 0.92% | +0.92 |
| BTAL Agf US Market Neutral Anti-B | New | 0.91% | +0.91 |
| DOC Healthpeak Properties Inc. | Add +417.5% | 1.20% | +0.91 |
| TIP iShares Tips Bond ETF | Add +76.0% | 1.51% | +0.58 |
| HUM Humana Inc. | New | 0.54% | +0.54 |
| PEP Pepsico Inc. | New | 0.51% | +0.51 |
| PLTR Palantir Technologies Inc. Class A | New | 0.51% | +0.51 |
| NFLX Netflix Inc. | New | 0.47% | +0.47 |
| BNL Broadstone Net Lease Inc. | New | 0.45% | +0.45 |
| AMAT Applied Materials Inc. | New | 0.43% | +0.43 |
| NOW ServiceNow Inc. | New | 0.40% | +0.40 |
| JBHT Hunt (jb) Transprt SVCS Inc. | New | 0.38% | +0.38 |
| SNOW Snowflake Inc. | New | 0.36% | +0.36 |
| HOOD Robinhood Markets Inc. Class A | Add +48.6% | 0.52% | +0.35 |
| LTPZ PIMCO 15+ YR US Tips Indx | Add +20.1% | 5.78% | +0.35 |
| CRDO Credo Technology Group Holdi | New | 0.35% | +0.35 |
| HR Healthcare Realty Trust Inc. | New | 0.35% | +0.35 |
| BFS Saul Centers Inc. | Add +196.1% | 0.54% | +0.33 |
| AXON Axon Enterprise Inc. | Add +180.7% | 0.42% | +0.31 |
| OKLO Oklo Inc. | New | 0.31% | +0.31 |
| SPOT Spotify Technology SA | Add +132.9% | 0.42% | +0.28 |
| APLS Apellis Pharmaceuticals Inc. | New | 0.28% | +0.28 |
| ADBE Adobe Inc. | Add +64.9% | 0.76% | +0.27 |
| OEC Orion SA | New | 0.24% | +0.24 |
| CHCT Community Healthcare Trust I | Add +55.8% | 0.95% | +0.23 |
| GE General Electric | Add +46.0% | 0.52% | +0.22 |
| THRM Gentherm Inc. | New | 0.21% | +0.21 |
| XLK SS Technology Select Sector | Add +3.0% | 1.28% | +0.19 |
| HI Hillenbrand Inc. | Add +289.2% | 0.28% | +0.18 |
| FTNT Fortinet Inc. | New | 0.18% | +0.18 |
| DASH DoorDash Inc. Class A | Add +20.9% | 0.54% | +0.18 |
| WD Walker & Dunlop Inc. | New | 0.18% | +0.18 |
| ANET Arista Networks Inc. | New | 0.17% | +0.17 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.5% | 0.49% | +0.13 |
| APP AppLovin Corp. Class A | Add +37.3% | 0.30% | +0.12 |
| UCTT Ultra Clean Holdings Inc. | New | 0.11% | +0.11 |
| BKLN Invesco Senior Loan ETF | New | 0.10% | +0.10 |
| IVV iShares Core S&P 500 ETF | Add +0.8% | 3.17% | +0.10 |
| TXO Txo Partners LP | Add +65.8% | 0.56% | +0.10 |
| CSCO Cisco Systems Inc. | New | 0.10% | +0.10 |
| IBM Intl Business Machines Corp. | New | 0.09% | +0.09 |
| MFC Manulife Financial Corp. | New | 0.09% | +0.09 |
| VTI VG Morningstar TS MKT ETF-US | Add +17.4% | 0.47% | +0.08 |
| SLDB Solid Biosciences Inc. | New | 0.06% | +0.06 |
| AOA iShares Core 80/20 Aggressiv | Add +14.1% | 0.47% | +0.06 |
| XLF SS Financial Select Sector | Add +10.3% | 0.88% | +0.06 |
Options Activity Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 1,100 | $680K |
| QQQ Invesco QQQ Trust Series 1 | call | Sold out | 100 | $47Kbefore exit |
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 |