Wealthedge Investment Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$272.2M
Q ending 2026-03-31
Prior quarter
$270.4M
Q ending 2025-12-31
Change
+0.7% QoQ · +22.8% YoY
Positions
141
reported holdings
Largest positions
Top 100 of 141 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Str Spdr S&P 500 Etf T | SPY | Shares | $15.8M | 24K |
| Microsoft Corp | MSFT | Shares | $12.7M | 34K |
| Apple Inc | AAPL | Shares | $11.5M | 45K |
| Ishares Tr | AGG | Shares | $9.1M | 91K |
| Alphabet Inc | GOOGL | Shares | $8.9M | 31K |
| Nvidia Corporation | NVDA | Shares | $8.8M | 50K |
| Janus Detroit Str Tr | JAAA | Shares | $8.2M | 163K |
| Ishares Tr | IVV | Shares | $7.8M | 12K |
| Vanguard Index Fds | VTV | Shares | $6.9M | 35K |
| Vanguard Index Fds | VO | Shares | $6.3M | 22K |
| Select Sector Spdr Tr | XLV | Shares | $6.0M | 41K |
| Amazon Com Inc | AMZN | Shares | $6.0M | 29K |
| Meta Platforms Inc | META | Shares | $5.7M | 10K |
| Ishares Tr | SGOV | Shares | $5.7M | 57K |
| Schwab Strategic Tr | SCHG | Shares | $5.3M | 181K |
| Schwab Strategic Tr | SCHP | Shares | $4.8M | 181K |
| Vanguard Scottsdale Fds | VCIT | Shares | $4.5M | 55K |
| Vanguard Malvern Fds | VTIP | Shares | $4.2M | 84K |
| Ishares Tr | SHY | Shares | $4.1M | 49K |
| Eli Lilly & Co | LLY | Shares | $4.1M | 4K |
| Ishares Tr | IEFA | Shares | $4.0M | 44K |
| Prudential Finl Inc | PRU | Shares | $3.8M | 39K |
| Spdr Gold Tr | GLD | Shares | $3.8M | 9K |
| Select Sector Spdr Tr | XLF | Shares | $3.7M | 75K |
| Ishares Tr | EEM | Shares | $3.5M | 62K |
| J P Morgan Exchange Traded F | JPST | Shares | $3.4M | 66K |
| Pimco Etf Tr | LTPZ | Shares | $3.1M | 60K |
| Qualcomm Inc | QCOM | Shares | $3.0M | 23K |
| Ishares Tr | IWM | Shares | $2.8M | 11K |
| Ishares Tr | IWV | Shares | $2.4M | 6K |
| Select Sector Spdr Tr | XLK | Shares | $2.3M | 18K |
| Visa Inc | V | Shares | $2.3M | 8K |
| Unitedhealth Group Inc | UNH | Shares | $2.3M | 9K |
| Ishares Tr | OEF | Shares | $2.3M | 7K |
| Vanguard Whitehall Fds | VYM | Shares | $2.3M | 15K |
| Salesforce Inc | CRM | Shares | $2.3M | 12K |
| Ishares Tr | TIP | Shares | $2.2M | 20K |
| Progressive Corp | PGR | Shares | $2.1M | 11K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.0M | 4K |
| Intuit | INTU | Shares | $2.0M | 5K |
| J P Morgan Exchange Traded F | JPIN | Shares | $1.8M | 25K |
| Abbott Laboratories | ABT | Shares | $1.8M | 17K |
| Broadridge Finl Solutions In | BR | Shares | $1.8M | 11K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.7M | 27K |
| United Parcel Svcs Inc | UPS | Shares | $1.6M | 16K |
| Manager Directed Portfolios | SJCP | Shares | $1.5M | 59K |
| Manager Directed Portfolios | SJLD | Shares | $1.5M | 58K |
| Broadcom Inc | AVGO | Shares | $1.4M | 5K |
| Saul Ctrs Inc | BFS | Shares | $1.4M | 42K |
| Ishares Tr | AOA | Shares | $1.3M | 15K |
| Tesla Inc | TSLA | Shares | $1.3M | 4K |
| Ishares Tr | IWF | Shares | $1.3M | 3K |
| Home Depot Inc | HD | Shares | $1.3M | 4K |
| Aon Plc | Shares | $1.3M | 4K | |
| Ge Aerospace | GE | Shares | $1.3M | 4K |
| Mcdonalds Corp | MCD | Shares | $1.2M | 4K |
| Community Healthcare Tr Inc | CHCT | Shares | $1.2M | 76K |
| Healthpeak Properties Inc | DOC | Shares | $1.2M | 70K |
| Vanguard Index Fds | VTI | Shares | $1.2M | 4K |
| Ishares Tr | IWP | Shares | $1.1M | 9K |
| Micron Technology Inc | MU | Shares | $1.1M | 3K |
| Invesco Qqq Tr | QQQ | Shares | $1.1M | 2K |
| Cloudflare Inc | NET | Shares | $1.1M | 5K |
| Jpmorgan Chase & Co | JPM | Shares | $1.1M | 4K |
| J P Morgan Exchange Traded F | JQUA | Shares | $1.1M | 17K |
| Quanta Svcs Inc | PWR | Shares | $1.1M | 2K |
| Chimera Invt Corp | CIM | Shares | $1.0M | 81K |
| Everest Group Ltd | Shares | $998K | 3K | |
| Vertiv Holdings Co | VRT | Shares | $992K | 4K |
| Corning Inc | GLW | Shares | $971K | 7K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $961K | 25K |
| Fiserv Inc | FISV | Shares | $958K | 17K |
| Insulet Corp | PODD | Shares | $957K | 5K |
| Oneok Inc New | OKE | Shares | $922K | 10K |
| Canadian Natl Ry Co | CNI | Shares | $874K | 9K |
| Pepsico Inc | PEP | Shares | $811K | 5K |
| Intel Corp | INTC | Shares | $805K | 18K |
| Oaktree Specialty Lending | OCSL | Shares | $769K | 68K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $762K | 2K |
| Automatic Data Processing In | ADP | Shares | $741K | 4K |
| Servicenow Inc | NOW | Shares | $732K | 7K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Toyota Motor Corp | TM | Shares | $698K | 3K |
| Idexx Labs Inc | IDXX | Shares | $678K | 1K |
| Applovin Corp | APP | Shares | $652K | 2K |
| J P Morgan Exchange Traded F | JPEM | Shares | $651K | 10K |
| Sap Se | SAP | Shares | $646K | 4K |
| Walmart Inc | WMT | Shares | $621K | 5K |
| Mccormick & Co Inc | MKC | Shares | $620K | 12K |
| Walker & Dunlop Inc | WD | Shares | $619K | 14K |
| Vanguard Index Fds | VBK | Shares | $604K | 2K |
| Vanguard Index Fds | VOO | Shares | $601K | 1K |
| Arista Networks Inc | ANET | Shares | $597K | 5K |
| Blackstone Inc | BX | Shares | $550K | 5K |
| Amrize Ltd | Shares | $543K | 10K | |
| Emerson Elec Co | EMR | Shares | $542K | 4K |
| Mastercard Incorporated | MA | Shares | $496K | 992 |
| Ishares Tr | NYF | Shares | $485K | 9K |
| Philip Morris Intl Inc | PM | Shares | $465K | 3K |
| Vanguard Index Fds | VB | Shares | $454K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.