Wealthedge Investment Advisors, LLC Portfolio Holdings

Wealthedge Investment Advisors, LLC

  • $240 Billion
  • Q2 2025

Wealthedge Investment Advisors, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $240 Billion distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pimco ETF Tr 15+ Yr Us Tips In with a value of $13.8B, Spdr S&P 500 ETF Trust with a value of $13.1B, Ishares Trishares 0 3 Mnth Tre with a value of $9.08B, Ishares Core S&P 500 ETF with a value of $7.59B, and Schwab Strategic Us Tips ETF with a value of $6.68B.

Examining the 13F form we can see an increase of $18.3B in the current position value, from $222B to 240B.

Wealthedge Investment Advisors, LLC is based out at New York, NY

Below you can find more details about Wealthedge Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $240 Billion
ETFs: $139 Billion
Technology: $32.6 Billion
Communication Services: $9.99 Billion
Industrials: $9.99 Billion
Financial Services: $9.58 Billion
Healthcare: $9.16 Billion
Real Estate: $7.71 Billion
Consumer Cyclical: $7.33 Billion
Other: $9.16 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$738 Million 0.31% of portfolio
13,173
Q2 2025 New
$0
$421 Million 0.18% of portfolio
20,303
Q4 2024 New
$25.6M
$191 Million 0.08% of portfolio
313,108
Q2 2025 Added 37.45%
$9.48M
$172 Million 0.07% of portfolio
120,442
Q2 2025 Reduced 0.94%
$0
$94.3 Million 0.04% of portfolio
22,513
Q2 2025 Reduced 1.48%
$7.86M
$101 Million 0.04% of portfolio
135,967
Q2 2025 Reduced 1.16%
$16.9M
$16.8 Million 0.01% of portfolio
28,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $240 Billion
  • Prior Value $222 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 28 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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