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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$281B
$454 Million 0.19% of portfolio
4,640
Q2 2025 Reduced 5.19%
$0
$468 Million 0.19% of portfolio
7,599
Q2 2025 Added 18.49%
$61.9B
$437 Million 0.18% of portfolio
4,134
Q2 2025 New
$2.75B
$429 Million 0.18% of portfolio
6,081
Q2 2025 New
$0
$421 Million 0.18% of portfolio
20,303
Q4 2024 New
Arista Networks Inc
-
$410 Million 0.17% of portfolio
-
Q2 2025 New
$0
$411 Million 0.17% of portfolio
723
Q2 2025 Added 5.55%
$926M
$412 Million 0.17% of portfolio
14,791
Q2 2025 Added 6.91%
$0
$406 Million 0.17% of portfolio
3,434
Q2 2025 Reduced 34.79%
$0
$374 Million 0.16% of portfolio
1,826
Q2 2025 Reduced 3.08%
$0
$381 Million 0.16% of portfolio
3,510
Q2 2025 Reduced 29.55%
$222B
$393 Million 0.16% of portfolio
1,345
Q2 2025 Reduced 0.66%
$207B
$355 Million 0.15% of portfolio
2,864
Q2 2025 Reduced 0.76%
$68B
$332 Million 0.14% of portfolio
7,333
Q2 2025 Added 35.2%
$0
$347 Million 0.14% of portfolio
4,285
Q2 2025 Reduced 37.59%
$548B
$331 Million 0.14% of portfolio
589
Q2 2025 Reduced 0.67%
$1.24T
$288 Million 0.12% of portfolio
1,624
Q2 2025 Added 24.64%
$439B
$271 Million 0.11% of portfolio
274
Q2 2025 Added 0.74%
$51.3M
$271 Million 0.11% of portfolio
68,942
Q2 2025 Added 27.56%
$1.08B
$267 Million 0.11% of portfolio
11,848
Q2 2025 New
$182B
$265 Million 0.11% of portfolio
6,123
Q2 2025 Added 2.34%
$16.5B
$274 Million 0.11% of portfolio
2,974
Q2 2025 Reduced 14.39%
$0
$228 Million 0.1% of portfolio
1,777
Q2 2025 Reduced 0.78%
$0
$240 Million 0.1% of portfolio
11,461
Q2 2025 New
$108B
$248 Million 0.1% of portfolio
2,703
Q2 2025 Reduced 4.89%
$0
$223 Million 0.09% of portfolio
2,633
Q2 2025 Added 0.65%
$36.8B
$215 Million 0.09% of portfolio
2,144
Q2 2025 Reduced 2.28%
$293B
$227 Million 0.09% of portfolio
3,276
Q2 2025 New
$210B
$207 Million 0.09% of portfolio
701
Q2 2025 New
$155B
$210 Million 0.09% of portfolio
1,703
Q2 2025 Reduced 5.02%
$484M
$214 Million 0.09% of portfolio
31,219
Q2 2025 Reduced 83.65%
$25.6M
$191 Million 0.08% of portfolio
313,108
Q2 2025 Added 37.45%
$56.9B
$204 Million 0.08% of portfolio
6,367
Q2 2025 New
-
$160 Million 0.07% of portfolio
-
Q2 2025 Added 15.77%
$9.48M
$172 Million 0.07% of portfolio
120,442
Q2 2025 Reduced 0.94%
Solid Biosciences Inc
-
$150 Million 0.06% of portfolio
-
Q2 2025 New
$132M
$139 Million 0.06% of portfolio
36,569
Q2 2025 Reduced 43.78%
Calcimedica Inc
-
$140 Million 0.06% of portfolio
-
Q2 2025 Reduced 19.23%
$0
$94.3 Million 0.04% of portfolio
22,513
Q2 2025 Reduced 1.48%
$158M
$108 Million 0.04% of portfolio
27,786
Q2 2025 Reduced 10.36%
$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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