Wealthedge Investment Advisors, LLC

Name: WEALTHEDGE INVESTMENT ADVISORS, LLC 13F holdings, Q1 2026
Creator: WEALTHEDGE INVESTMENT ADVISORS, LLC
Published: 2026-05-08

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

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%
VZ Verizon Communications Inc.	0.16%	8,702	$437K	Add +0.7%
AOR iShares Core 60/40 Balanced	0.16%	6,593	$424K	Reduce -0.1%
GOOG Alphabet Inc. Class C	0.15%	1,463	$420K	No change
JPUS JPMorgan Div Ret US Eq ETF	0.15%	3,149	$410K	Reduce -3.1%
SAN Banco Santander SA-Spon ADR	0.15%	35,387	$399K	New
AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO	0.14%	7,067	$373K	No change
LRCX Lam Research Corp.	0.13%	1,713	$366K	New
AMAT Applied Materials Inc.	0.13%	1,066	$364K	Add +16.4%
BTAL Agf US Market Neutral Anti-B	0.13%	24,953	$348K	Reduce -67.3%
XLC SS Comm Select Sector SPDR	0.12%	3,004	$333K	Reduce -0.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.12%	2,062	$329K	Add +20.5%
VT Vanguard Tot World STK ETF	0.12%	2,366	$327K	Add +5.6%
BITU Proshares Ultra Bitcoin ETF	0.12%	27,785	$323K	New
XLE SS Energy Select Sector	0.11%	4,942	$303K	Add +0.6%
PLTR Palantir Technologies Inc. Class A	0.11%	2,053	$300K	Reduce -69.5%
MRK Merck & Co. Inc.	0.11%	2,418	$291K	Add +0.4%
COST Costco Wholesale Corp.	0.10%	285	$284K	Add +4.8%
OEC Orion SA	0.10%	43,183	$281K	Reduce -10.0%
CAT Caterpillar Inc.	0.10%	395	$280K	Add +0.5%
NFLX Netflix Inc.	0.10%	2,875	$276K	Add +25.6%
CSCO Cisco Systems Inc.	0.10%	3,457	$268K	Add +0.7%
USB US Bancorp	0.09%	4,755	$247K	Reduce -6.8%
RLI Rli Corp.	0.09%	4,333	$247K	Reduce -93.1%
UBER Uber Technologies Inc.	0.09%	3,430	$247K	New
SBUX Starbucks Corp.	0.09%	2,712	$243K	Add +0.1%
ED Consolidated Edison Inc.	0.09%	2,137	$242K	No change
XOM Exxon Mobil Corp.	0.09%	1,397	$237K	New
GEV GE Vernova Inc.	0.08%	258	$225K	New
MFC Manulife Financial Corp.	0.08%	6,367	$219K	No change
XZO Exzeo Group Inc.	0.08%	14,918	$219K	New
ADBE Adobe Inc.	0.08%	896	$218K	Add +0.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.08%	2,257	$218K	Reduce -18.4%
SNDK Sandisk Corp.	0.08%	336	$213K	New
VIG Vanguard Dividend Apprec ETF	0.08%	984	$212K	Reduce -44.8%
FSK FS KKR Capital Corp.	0.08%	20,580	$210K	No change
ABBV Abbvie Inc.	0.07%	937	$204K	Add +1.1%
SPGI S&P Global Inc.	0.07%	479	$204K	New
CULP Culp Inc.	0.07%	74,236	$203K	Add +6.7%
TXO Txo Partners LP	0.06%	13,818	$174K	Reduce -93.1%
FSCO FS Credit Opportunities Corp.	0.06%	31,264	$159K	Add +64.3%
NMFC New Mountain Finance Corp. filed as NEW MTN FIN CORP	0.04%	12,700	$99K	Reduce -38.0%

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