WEALTHEDGE INVESTMENT ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, WEALTHEDGE INVESTMENT ADVISORS, LLC held in its portfolio 132 assets valued at $270,358,301 (i.e. $270.36M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($14.45M), PIMCO ETF TR ($13.25M), and MICROSOFT CORP ($10.06M).
The chart below shows the top 10 valuable assets, and the table below shows the top 132 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WEALTHEDGE INVESTMENT ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 21196 | 14454042 | TR UNIT |
| PIMCO ETF TR | 256073 | 13251806 | 15+ YR US TIPS |
| MICROSOFT CORP | 20807 | 10062714 | COM |
| NVIDIA CORPORATION | 50398 | 9399289 | COM |
| ISHARES TR | 86470 | 8679933 | 0-3 MNTH TREASRY |
| JANUS DETROIT STR TR | 169631 | 8579986 | HENDRSON AAA CL |
| ISHARES TR | 12102 | 8289223 | CORE S&P500 ETF |
| ALPHABET INC | 25656 | 8030614 | CAP STK CL A |
| APPLE INC | 29488 | 8016761 | COM |
| SCHWAB STRATEGIC TR | 266933 | 7071055 | US TIPS ETF |
| VANGUARD INDEX FDS | 23081 | 6698571 | MID CAP ETF |
| UNITED PARCEL SERVICE INC | 63625 | 6311011 | CL B |
| VANGUARD INDEX FDS | 32224 | 6154606 | VALUE ETF |
| SCHWAB STRATEGIC TR | 166861 | 5443027 | US LCAP GR ETF |
| ISHARES TR | 21359 | 5257753 | RUSSELL 2000 ETF |
| ELI LILLY & CO | 4613 | 4957709 | COM |
| ISHARES TR | 53514 | 4787415 | CORE MSCI EAFE |
| ISHARES TR | 79320 | 4339643 | MSCI EMG MKT ETF |
| RLI CORP | 62690 | 4010906 | COM |
| QUALCOMM INC | 23161 | 3961784 | COM |
| SELECT SECTOR SPDR TR | 25455 | 3940584 | STATE STREET HEA |
| SPDR GOLD TR | 9719 | 3851737 | GOLD SHS |
| AMAZON COM INC | 15489 | 3575171 | COM |
| SELECT SECTOR SPDR TR | 61541 | 3370605 | STATE STREET FIN |
| META PLATFORMS INC | 5086 | 3357399 | CL A |
| ISHARES TR | 35570 | 2945985 | 1 3 YR TREAS BD |
| VANGUARD MALVERN FDS | 59372 | 2936560 | STRM INFPROIDX |
| ISHARES TR | 20355 | 2787534 | RUS MD CP GR ETF |
| VISA INC | 7774 | 2726644 | COM CL A |
| ISHARES TR | 6724 | 2601558 | RUSSELL 3000 ETF |
| ISHARES TR | 7254 | 2488224 | S&P 100 ETF |
| VANGUARD WHITEHALL FDS | 17127 | 2458074 | HIGH DIV YLD |
| HEALTHPEAK PROPERTIES INC | 150539 | 2420668 | COM |
| J P MORGAN EXCHANGE TRADED F | 47229 | 2389321 | ULTRA SHRT ETF |
| UNITEDHEALTH GROUP INC | 7040 | 2324239 | COM |
| SELECT SECTOR SPDR TR | 15602 | 2246272 | STATE STREET TEC |
| TXO PARTNERS LP | 199568 | 2129394 | COM UNIT |
| VANGUARD SCOTTSDALE FDS | 23178 | 1941190 | INT-TERM CORP |
| MSCI INC | 3250 | 1864685 | COM |
| J P MORGAN EXCHANGE TRADED F | 27322 | 1861749 | DIV RTN INT EQ |
| ISHARES TR | 16898 | 1857276 | TIPS BD ETF |
| VANGUARD INDEX FDS | 5878 | 1775874 | SML CP GRW ETF |
| TESLA INC | 3806 | 1711634 | COM |
| VANGUARD TAX-MANAGED FDS | 27377 | 1710287 | VAN FTSE DEV MKT |
| MANAGER DIRECTED PORTFOLIOS | 65858 | 1656987 | SANJAC ALPHA COR |
| BROADCOM INC | 4784 | 1656031 | COM |
| MANAGER DIRECTED PORTFOLIOS | 65282 | 1650329 | SANJAC ALPHA LOW |
| SAUL CTRS INC | 51740 | 1631362 | COM |
| ETF OPPORTUNITIES TRUST | 69696 | 1617519 | KINGSBARN TACTIC |
| ELEVANCE HEALTH INC FORMERLY | 4493 | 1575045 | COM |
| LINDE PLC | 3630 | 1547804 | SHS |
| ISHARES TR | 3254 | 1540194 | RUS 1000 GRW ETF |
| CORNING INC | 17463 | 1529060 | COM |
| GE AEROSPACE | 4886 | 1505260 | COM NEW |
| ROBINHOOD MKTS INC | 12916 | 1460800 | COM CL A |
| APPLOVIN CORP | 2062 | 1389417 | COM CL A |
| CREDO TECHNOLOGY GROUP HOLDI | 9357 | 1346379 | ORDINARY SHARES |
| J P MORGAN EXCHANGE TRADED F | 21092 | 1332604 | US QUALTY FCTR |
| ISHARES TR | 14827 | 1327916 | CORE 80/20 AGGRE |
| VANGUARD INDEX FDS | 3781 | 1267882 | TOTAL STK MKT |
| AUTOZONE INC | 361 | 1224332 | COM |
| INVESCO QQQ TR | 1965 | 1207160 | UNIT SER 1 |
| PALANTIR TECHNOLOGIES INC | 6735 | 1197146 | CL A |
| ISHARES BITCOIN TRUST ETF | 23980 | 1190607 | SHS BEN INT |
| CLOUDFLARE INC | 5989 | 1180731 | CL A COM |
| T-MOBILE US INC | 5704 | 1158182 | COM |
| DOORDASH INC | 4936 | 1117905 | CL A |
| CROWDSTRIKE HLDGS INC | 2376 | 1113774 | CL A |
| AGF INVTS TR | 76396 | 1099338 | US MARKET NETRL |
| FISERV INC | 15358 | 1031597 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2002 | 1006305 | CL B NEW |
| JPMORGAN CHASE & CO. | 3020 | 973135 | COM |
| SNOWFLAKE INC | 4098 | 898937 | COM SHS |
| GOLDMAN SACHS BDC INC | 85826 | 796465 | SHS |
| CONOCOPHILLIPS | 8506 | 796300 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| BRISTOL-MYERS SQUIBB CO | 13987 | 754511 | COM |
| QUANTA SVCS INC | 1722 | 726809 | COM |
| ISHARES TR | 7023 | 701502 | CORE US AGGBD ET |
| ARISTA NETWORKS INC | 5223 | 684370 | COM SHS |
| J P MORGAN EXCHANGE TRADED F | 11243 | 682836 | DIV RTN EM EQT |
| VERTIV HOLDINGS CO | 3902 | 632163 | COM CL A |
| AON PLC | 1766 | 623224 | SHS CL A |
| ROCKET LAB CORP | 8722 | 608447 | COM |
| VANGUARD INDEX FDS | 894 | 561226 | S&P 500 ETF SHS |
| HOME DEPOT INC | 1626 | 559700 | COM |
| VANGUARD INDEX FDS | 2132 | 550010 | SMALL CP ETF |
| EMERSON ELEC CO | 4132 | 548462 | COM |
| WALMART INC | 4618 | 514583 | COM |
| INCYTE CORP | 4975 | 491381 | COM |
| PROFESIONALLY MANAGED PORTFO | 7067 | 462959 | AKRE FOCUS ETF |
| ALPHABET INC | 1463 | 459309 | CAP STK CL C |
| PHILIP MORRIS INTL INC | 2804 | 449902 | COM |
| MCDONALDS CORP | 1418 | 433514 | COM |
| ISHARES TR | 6597 | 428899 | CORE 60/40 BALAN |
| DOW INC | 18307 | 428020 | COM |
| J P MORGAN EXCHANGE TRADED F | 3250 | 402940 | JPMORGAN DIVER |
| VANGUARD SPECIALIZED FUNDS | 1781 | 391562 | DIV APP ETF |
| MICRON TECHNOLOGY INC | 1265 | 361079 | COM |
| SELECT SECTOR SPDR TR | 3032 | 356979 | STATE STREET COM |
| VERIZON COMMUNICATIONS INC | 8639 | 351877 | COM |
| MASTERCARD INCORPORATED | 590 | 337387 | CL A |
| VANGUARD INTL EQUITY INDEX F | 2240 | 316009 | TT WRLD ST ETF |
| DISNEY WALT CO | 2766 | 314720 | COM |
| ADOBE INC | 892 | 312191 | COM |
| FS KKR CAP CORP | 20580 | 304790 | COM |
| COMMUNITY HEALTHCARE TR INC | 18477 | 303405 | COM |
| CANADIAN NATL RY CO | 2966 | 293189 | COM |
| US BANCORP DEL | 5099 | 272130 | COM NEW |
| CISCO SYS INC | 3432 | 264438 | COM |
| TJX COS INC NEW | 1711 | 262843 | COM |
| ISHARES TR | 4769 | 255189 | NEW YORK MUN ETF |
| MERCK & CO INC | 2408 | 253496 | COM |
| ORION S.A. | 48001 | 253445 | COM |
| CULP INC | 69607 | 247801 | COM |
| INVESCO EXCH TRADED FD TR II | 11408 | 239568 | SR LN ETF |
| ALTRIA GROUP INC | 4099 | 236371 | COM |
| APPLIED MATLS INC | 916 | 235430 | COM |
| COSTCO WHSL CORP NEW | 272 | 234858 | COM |
| MANULIFE FINL CORP | 6367 | 231028 | COM |
| STARBUCKS CORP | 2709 | 228198 | COM |
| CATERPILLAR INC | 393 | 225549 | COM |
| SELECT SECTOR SPDR TR | 4911 | 219598 | STATE STREET ENE |
| INTERNATIONAL BUSINESS MACHS | 737 | 218469 | COM |
| NETFLIX INC | 2290 | 214710 | COM |
| CONSOLIDATED EDISON INC | 2137 | 212296 | COM |
| ABBVIE INC | 927 | 211842 | COM |
| GOLDMAN SACHS GROUP INC | 236 | 207536 | COM |
| NEW MTN FIN CORP | 20477 | 188597 | COM |
| OAKTREE SPECIALTY LENDING CO | 11459 | 145999 | COM |
| FS CREDIT OPPORTUNITIES CORP | 19029 | 119883 | COMMON STOCK |
| ROCKY MTN CHOCOLATE FACTORY | 10135 | 19257 | COM |
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