Wealthedge Investment Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Wealthedge Investment Advisors, LLC reported 141 stock positions worth $272.2 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 5.8% of the portfolio, followed by Microsoft (MSFT, 4.7%) and Apple (AAPL, 4.2%). Compared with Q4 2025, it opened 30 new positions, sold out of 21, added to 53 and reduced 52. The biggest buy was iShares Core U.S. Aggregate (AGG, shares +1200%) and the biggest sale PIMCO 15+ YR US Tips Indx (LTPZ, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002058455
- Portfolio Value
- $272.2M (Q1 2026)
- SEC Filing
- 0002058455-26-000002 ↗ filed May 8, 2026
Holdings Value
Holdings 141 stocks · $272.2M
| SPY SS SPDR S&P 500 ETF Trust-US | 5.79% | 24,239 | $15.8M | Add +14.4% |
| MSFT Microsoft Corp. | 4.67% | 34,361 | $12.7M | Add +65.1% |
| AAPL Apple Inc. | 4.22% | 45,303 | $11.5M | Add +53.6% |
| AGG iShares Core U.S. Aggregate | 3.33% | 91,317 | $9.1M | Add +1200.3% |
| GOOGL Alphabet Inc. Class A | 3.26% | 30,859 | $8.9M | Add +20.3% |
| NVDA Nvidia Corp. | 3.22% | 50,297 | $8.8M | Reduce -0.2% |
| JAAA Janus Henderson Aaa Clo ETF | 3.01% | 162,779 | $8.2M | Reduce -4.0% |
| IVV iShares Core S&P 500 ETF | 2.88% | 11,993 | $7.8M | Reduce -0.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.53% | 35,160 | $6.9M | Add +9.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.31% | 21,911 | $6.3M | Reduce -5.1% |
| XLV SS Health Care Select Sector | 2.20% | 40,800 | $6.0M | Add +60.3% |
| AMZN Amazon.com Inc. | 2.20% | 28,705 | $6.0M | Add +85.3% |
| META Meta Platforms Inc. Class A | 2.10% | 9,995 | $5.7M | Add +96.5% |
| SGOV iShares 0-3 Month Treasury B | 2.10% | 56,716 | $5.7M | Reduce -34.4% |
| SCHG Schwab US Large-Cap Growth | 1.94% | 181,270 | $5.3M | Add +8.6% |
| SCHP Schwab U.S. Tips ETF | 1.77% | 181,040 | $4.8M | Reduce -32.2% |
| VCIT Vanguard Int-Term Corporate | 1.67% | 54,779 | $4.5M | Add +136.3% |
| VTIP Vanguard Short-Term Tips | 1.55% | 84,276 | $4.2M | Add +42.0% |
| SHY iShares 1-3 Year Treasury Bo | 1.50% | 49,328 | $4.1M | Add +38.7% |
| LLY Eli Lilly & Co. | 1.50% | 4,427 | $4.1M | Reduce -4.0% |
| IEFA iShares Core MSCI Eafe ETF | 1.46% | 43,863 | $4.0M | Reduce -18.0% |
| PRU Prudential Financial Inc. | 1.40% | 39,025 | $3.8M | New |
| GLD SPDR Gold Shares | 1.39% | 8,824 | $3.8M | Reduce -9.2% |
| XLF SS Financial Select Sector | 1.35% | 74,506 | $3.7M | Add +21.1% |
| EEM iShares MSCI Emerging Market | 1.29% | 61,957 | $3.5M | Reduce -21.9% |
| JPST JPMorgan Ultra-Short Income | 1.24% | 66,442 | $3.4M | Add +40.7% |
| LTPZ PIMCO 15+ YR US Tips Indx | 1.13% | 60,012 | $3.1M | Reduce -76.6% |
| QCOM Qualcomm Inc. | 1.09% | 23,009 | $3.0M | Reduce -0.7% |
| IWM iShares Russell 2000 ETF | 1.02% | 11,170 | $2.8M | Reduce -47.7% |
| IWV iShares Russell 3000 ETF | 0.87% | 6,357 | $2.4M | Reduce -5.5% |
| XLK SS Technology Select Sector | 0.86% | 17,578 | $2.3M | Add +12.7% |
| V Visa Inc. Class A | 0.86% | 7,718 | $2.3M | Reduce -0.7% |
| UNH Unitedhealth Group Inc. | 0.86% | 8,620 | $2.3M | Add +22.4% |
| OEF iShares S&P 100 ETF | 0.84% | 7,216 | $2.3M | Reduce -0.5% |
| VYM Vanguard High DVD Yield ETF | 0.83% | 15,326 | $2.3M | Reduce -10.5% |
| CRM Salesforce Inc. | 0.83% | 12,145 | $2.3M | New |
| TIP iShares Tips Bond ETF | 0.80% | 19,832 | $2.2M | Add +17.4% |
| PGR Progressive Corp. | 0.77% | 10,627 | $2.1M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.74% | 4,219 | $2.0M | Add +110.7% |
| INTU Intuit Inc. | 0.74% | 4,670 | $2.0M | New |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 0.66% | 25,381 | $1.8M | Reduce -7.1% |
| ABT Abbott Laboratories | 0.66% | 17,380 | $1.8M | New |
| BR Broadridge Financial Solutio | 0.65% | 10,865 | $1.8M | New |
| VEA Vanguard Ftse Developed ETF | 0.64% | 27,161 | $1.7M | Reduce -0.8% |
| UPS United Parcel Service Class B | 0.57% | 15,889 | $1.6M | Reduce -75.0% |
| SJCP Sanjac Alp CR Plus BD filed as MANAGER DIRECTED PORTFOLIOS | 0.54% | 58,678 | $1.5M | Reduce -10.9% |
| SJLD Sanjac Alph Low Dur ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.54% | 57,938 | $1.5M | Reduce -11.3% |
| AVGO Broadcom Inc. | 0.53% | 4,660 | $1.4M | Reduce -2.6% |
| BFS Saul Centers Inc. filed as SAUL CTRS INC | 0.50% | 41,959 | $1.4M | Reduce -18.9% |
| AOA iShares Core 80/20 Aggressiv | 0.49% | 15,145 | $1.3M | Add +2.1% |
| TSLA Tesla Inc. | 0.49% | 3,597 | $1.3M | Reduce -5.5% |
| IWF iShares Russell 1000 Growth | 0.49% | 3,122 | $1.3M | Reduce -4.1% |
| HD Home Depot Inc. | 0.48% | 3,997 | $1.3M | Add +145.8% |
| AON Aon PLC Class A | 0.48% | 4,059 | $1.3M | Add +129.8% |
| GE General Electric filed as GE AEROSPACE | 0.47% | 4,463 | $1.3M | Reduce -8.7% |
| MCD McDonald's Corp. | 0.45% | 3,933 | $1.2M | Add +177.4% |
| CHCT Community Healthcare Trust I | 0.44% | 76,150 | $1.2M | Add +312.1% |
| DOC Healthpeak Properties Inc. | 0.42% | 70,177 | $1.2M | Reduce -53.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.42% | 3,585 | $1.2M | Reduce -5.2% |
| IWP iShares Russell Mid-Cap Grow | 0.41% | 8,779 | $1.1M | Reduce -56.9% |
| MU Micron Technology Inc. | 0.40% | 3,253 | $1.1M | Add +157.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.40% | 1,873 | $1.1M | Reduce -4.7% |
| NET Cloudflare Inc. Class A | 0.39% | 5,157 | $1.1M | Reduce -13.9% |
| JPM JPMorgan Chase & Co. | 0.39% | 3,613 | $1.1M | Add +19.6% |
| JQUA JPMorgan US Quality Factor | 0.39% | 17,291 | $1.1M | Reduce -18.0% |
| PWR Quanta Services Inc. | 0.39% | 1,923 | $1.1M | Add +11.7% |
| CIM Chimera Investment Corp. | 0.37% | 80,837 | $1.0M | New |
| EG Everest Group Ltd. | 0.37% | 3,052 | $998K | New |
| VRT Vertiv Holdings Co. Class A | 0.36% | 3,959 | $992K | Add +1.5% |
| GLW Corning Inc. | 0.36% | 7,144 | $971K | Reduce -59.1% |
| IBIT iShares Bitcoin Trust ETF | 0.35% | 25,014 | $961K | Add +4.3% |
| FISV Fiserv Inc. | 0.35% | 17,170 | $958K | Add +11.8% |
| PODD Insulet Corp. | 0.35% | 4,561 | $957K | New |
| OKE Oneok Inc. | 0.34% | 10,200 | $922K | New |
| CNI Canadian Natl Railway Co. | 0.32% | 8,507 | $874K | Add +186.8% |
| PEP Pepsico Inc. | 0.30% | 5,221 | $811K | New |
| INTC Intel Corp. | 0.30% | 18,233 | $805K | New |
| OCSL Oaktree Specialty Lending Co. | 0.28% | 68,037 | $769K | Add +493.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.28% | 1,953 | $762K | Reduce -17.8% |
| ADP Automatic Data Processing | 0.27% | 3,645 | $741K | New |
| NOW ServiceNow Inc. | 0.27% | 6,999 | $732K | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.26% | 1 | $718K | No change |
| TM Toyota Motor Corp. -Spon ADR | 0.26% | 3,387 | $698K | New |
| IDXX Idexx Laboratories Inc. | 0.25% | 1,206 | $678K | New |
| APP AppLovin Corp. Class A | 0.24% | 1,638 | $652K | Reduce -20.6% |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.24% | 10,479 | $651K | Reduce -6.8% |
| SAP Sap SE-Sponsored ADR | 0.24% | 3,774 | $646K | New |
| WMT Walmart Inc. | 0.23% | 4,998 | $621K | Add +8.2% |
| MKC McCormick & Co.-Non VTG SHRS | 0.23% | 12,297 | $620K | New |
| WD Walker & Dunlop Inc. | 0.23% | 13,940 | $619K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.22% | 1,997 | $604K | Reduce -66.0% |
| VOO Vanguard S&P 500 ETF | 0.22% | 1,005 | $601K | Add +12.4% |
| ANET Arista Networks Inc. | 0.22% | 4,861 | $597K | Reduce -6.9% |
| BX Blackstone Inc. | 0.20% | 4,785 | $550K | New |
| AMRZ Amrize Ltd. | 0.20% | 9,696 | $543K | New |
| EMR Emerson Electric Co. | 0.20% | 4,134 | $542K | Add +0.1% |
| MA Mastercard Inc. Class A | 0.18% | 992 | $496K | Add +68.1% |
| NYF iShares New York Muni Bond E | 0.18% | 9,135 | $485K | Add +91.5% |
| PM Philip Morris International | 0.17% | 2,810 | $465K | Add +0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 1,734 | $454K | Reduce -18.7% |
Portfolio Sells Q4 2025 → Q1 2026
| LTPZ PIMCO 15+ YR US Tips Indx | Reduce -76.6% | 1.13% | −3.78 |
| UPS United Parcel Service Class B | Reduce -75.0% | 0.57% | −1.76 |
| RLI Rli Corp. | Reduce -93.1% | 0.09% | −1.39 |
| SGOV iShares 0-3 Month Treasury B | Reduce -34.4% | 2.10% | −1.11 |
| IWM iShares Russell 2000 ETF | Reduce -47.7% | 1.02% | −0.93 |
| SCHP Schwab U.S. Tips ETF | Reduce -32.2% | 1.77% | −0.85 |
| TXO Txo Partners LP | Reduce -93.1% | 0.06% | −0.72 |
| MSCI MSCI Inc. | Sold out | 0.00% | −0.69 |
| IWP iShares Russell Mid-Cap Grow | Reduce -56.9% | 0.41% | −0.62 |
| KDRN Kingsbarn Tactical Bond ETF | Sold out | 0.00% | −0.60 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.58 |
| LIN Linde PLC | Sold out | 0.00% | −0.57 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.54 |
| CRDO Credo Technology Group Holdi | Sold out | 0.00% | −0.50 |
| DOC Healthpeak Properties Inc. | Reduce -53.4% | 0.42% | −0.47 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.45 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -66.0% | 0.22% | −0.43 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.43 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.41 |
| QCOM Qualcomm Inc. | Reduce -0.7% | 1.09% | −0.38 |
| LLY Eli Lilly & Co. | Reduce -4.0% | 1.50% | −0.34 |
| PLTR Palantir Technologies Inc. Class A | Reduce -69.5% | 0.11% | −0.33 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.33 |
| EEM iShares MSCI Emerging Market | Reduce -21.9% | 1.29% | −0.31 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -18.0% | 1.46% | −0.31 |
| GSBD Goldman Sachs BDC Inc. | Sold out | 0.00% | −0.29 |
| COP Conocophillips | Sold out | 0.00% | −0.29 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.28 |
| BTAL Agf US Market Neutral Anti-B | Reduce -67.3% | 0.13% | −0.28 |
| APP AppLovin Corp. Class A | Reduce -20.6% | 0.24% | −0.27 |
| NVDA Nvidia Corp. | Reduce -0.2% | 3.22% | −0.25 |
| RKLB Rocket Lab Corp. | Sold out | 0.00% | −0.23 |
| GLW Corning Inc. | Reduce -59.1% | 0.36% | −0.21 |
| IVV iShares Core S&P 500 ETF | Reduce -0.9% | 2.88% | −0.19 |
| INCY Incyte Corp. | Sold out | 0.00% | −0.18 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -5.1% | 2.31% | −0.17 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -4.0% | 3.01% | −0.16 |
| DOW Dow Inc. | Sold out | 0.00% | −0.16 |
| V Visa Inc. Class A | Reduce -0.7% | 0.86% | −0.15 |
| TSLA Tesla Inc. | Reduce -5.5% | 0.49% | −0.14 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -17.8% | 0.28% | −0.13 |
| JQUA JPMorgan US Quality Factor | Reduce -18.0% | 0.39% | −0.10 |
| BFS Saul Centers Inc. | Reduce -18.9% | 0.50% | −0.10 |
| IWV iShares Russell 3000 ETF | Reduce -5.5% | 0.87% | −0.10 |
| GE General Electric | Reduce -8.7% | 0.47% | −0.09 |
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −0.09 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.09 |
| AVGO Broadcom Inc. | Reduce -2.6% | 0.53% | −0.08 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.08 |
| IWF iShares Russell 1000 Growth | Reduce -4.1% | 0.49% | −0.08 |
Portfolio Buys Q4 2025 → Q1 2026
| AGG iShares Core U.S. Aggregate | Add +1200.3% | 3.33% | +3.07 |
| PRU Prudential Financial Inc. | New | 1.40% | +1.40 |
| AAPL Apple Inc. | Add +53.6% | 4.22% | +1.26 |
| MSFT Microsoft Corp. | Add +65.1% | 4.67% | +0.95 |
| VCIT Vanguard Int-Term Corporate | Add +136.3% | 1.67% | +0.95 |
| AMZN Amazon.com Inc. | Add +85.3% | 2.20% | +0.87 |
| META Meta Platforms Inc. Class A | Add +96.5% | 2.10% | +0.86 |
| CRM Salesforce Inc. | New | 0.83% | +0.83 |
| PGR Progressive Corp. | New | 0.77% | +0.77 |
| INTU Intuit Inc. | New | 0.74% | +0.74 |
| XLV SS Health Care Select Sector | Add +60.3% | 2.20% | +0.74 |
| ABT Abbott Laboratories | New | 0.66% | +0.66 |
| BR Broadridge Financial Solutio | New | 0.65% | +0.65 |
| VTIP Vanguard Short-Term Tips | Add +42.0% | 1.55% | +0.46 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +14.4% | 5.79% | +0.44 |
| SHY iShares 1-3 Year Treasury Bo | Add +38.7% | 1.50% | +0.41 |
| CIM Chimera Investment Corp. | New | 0.37% | +0.37 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +110.7% | 0.74% | +0.37 |
| EG Everest Group Ltd. | New | 0.37% | +0.37 |
| PODD Insulet Corp. | New | 0.35% | +0.35 |
| JPST JPMorgan Ultra-Short Income | Add +40.7% | 1.24% | +0.35 |
| OKE Oneok Inc. | New | 0.34% | +0.34 |
| CHCT Community Healthcare Trust I | Add +312.1% | 0.44% | +0.33 |
| PEP Pepsico Inc. | New | 0.30% | +0.30 |
| INTC Intel Corp. | New | 0.30% | +0.30 |
| GOOGL Alphabet Inc. Class A | Add +20.3% | 3.26% | +0.29 |
| MCD McDonald's Corp. | Add +177.4% | 0.45% | +0.29 |
| HD Home Depot Inc. | Add +145.8% | 0.48% | +0.28 |
| ADP Automatic Data Processing | New | 0.27% | +0.27 |
| MU Micron Technology Inc. | Add +157.2% | 0.40% | +0.27 |
| NOW ServiceNow Inc. | New | 0.27% | +0.27 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +9.1% | 2.53% | +0.26 |
| TM Toyota Motor Corp. -Spon ADR | New | 0.26% | +0.26 |
| AON Aon PLC Class A | Add +129.8% | 0.48% | +0.25 |
| IDXX Idexx Laboratories Inc. | New | 0.25% | +0.25 |
| SAP Sap SE-Sponsored ADR | New | 0.24% | +0.24 |
| OCSL Oaktree Specialty Lending Co. | Add +493.7% | 0.28% | +0.23 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.23% | +0.23 |
| WD Walker & Dunlop Inc. | New | 0.23% | +0.23 |
| CNI Canadian Natl Railway Co. | Add +186.8% | 0.32% | +0.21 |
| BX Blackstone Inc. | New | 0.20% | +0.20 |
| AMRZ Amrize Ltd. | New | 0.20% | +0.20 |
| SAN Banco Santander SA-Spon ADR | New | 0.15% | +0.15 |
| LRCX Lam Research Corp. | New | 0.13% | +0.13 |
| VRT Vertiv Holdings Co. Class A | Add +1.5% | 0.36% | +0.13 |
| PWR Quanta Services Inc. | Add +11.7% | 0.39% | +0.12 |
| BITU Proshares Ultra Bitcoin ETF | New | 0.12% | +0.12 |
| TIP iShares Tips Bond ETF | Add +17.4% | 0.80% | +0.12 |
| XLF SS Financial Select Sector | Add +21.1% | 1.35% | +0.10 |
| UBER Uber Technologies Inc. | New | 0.09% | +0.09 |
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 |