Edge Financial Advisors LLC Portfolio Holdings

Edge Financial Advisors LLC

  • $190 Billion
  • Q2 2025

Edge Financial Advisors LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $190 Billion distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $25B, Spdr S&P 500 ETF Trust with a value of $11.9B, Ishares Tr with a value of $11.9B, Dimensional ETF Tr Dimensional with a value of $8.43B, and Blackrock ETF Tr U S Equity Fa with a value of $7.83B.

Examining the 13F form we can see an increase of $31.4B in the current position value, from $158B to 190B.

Edge Financial Advisors LLC is based out at Wheaton, IL

Below you can find more details about Edge Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $190 Billion
ETFs: $161 Billion
Technology: $10.5 Billion
Financial Services: $3.95 Billion
Utilities: $3.57 Billion
Consumer Defensive: $2.61 Billion
Consumer Cyclical: $2.19 Billion
Healthcare: $1.42 Billion
Communication Services: $1.14 Billion
Other: $832 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25 Billion 13.19% of portfolio
185,418
Q2 2025 Reduced 3.41%
$0
$11.9 Billion 6.27% of portfolio
19,256
Q2 2025 Added 0.1%
$0
$11.9 Billion 6.25% of portfolio
153,444
Q2 2025 Reduced 2.93%
$0
$8.43 Billion 4.44% of portfolio
236,679
Q2 2025 Added 19.94%
$0
$7.83 Billion 4.12% of portfolio
143,778
Q2 2025 Reduced 1.59%
$0
$7.49 Billion 3.94% of portfolio
111,742
Q2 2025 New
$0
$7.4 Billion 3.9% of portfolio
123,252
Q2 2025 Reduced 2.4%
$0
$6.97 Billion 3.67% of portfolio
201,755
Q2 2025 Added 20.97%
$3.43T
$6.23 Billion 3.28% of portfolio
30,334
Q2 2025 Added 10.87%
$0
$5.56 Billion 2.93% of portfolio
56,298
Q2 2025 Reduced 35.07%
$0
$5.03 Billion 2.65% of portfolio
8,111
Q2 2025 Reduced 11.27%
$0
$3.92 Billion 2.06% of portfolio
8,941
Q2 2025 Reduced 0.45%
$0
$2.76 Billion 1.46% of portfolio
15,092
Q2 2025 New
$0
$2.64 Billion 1.39% of portfolio
9,253
Q2 2025 Added 22.56%
$0
$2.59 Billion 1.37% of portfolio
4,703
Q2 2025 Reduced 5.32%
$0
$2.52 Billion 1.33% of portfolio
86,976
Q2 2025 Added 18.68%
$0
$2.12 Billion 1.12% of portfolio
26,432
Q2 2025 Reduced 32.69%
$0
$2.07 Billion 1.09% of portfolio
70,209
Q2 2025 Added 33.98%
$0
$2 Billion 1.06% of portfolio
22,422
Q2 2025 Reduced 0.68%
$0
$1.86 Billion 0.98% of portfolio
17,002
Q2 2025 Reduced 36.17%
$3.91T
$1.81 Billion 0.95% of portfolio
3,645
Q2 2025 Added 9.23%
$0
$1.57 Billion 0.83% of portfolio
2,767
Q2 2025 Added 0.25%
$0
$1.58 Billion 0.83% of portfolio
27,075
Q2 2025 New
$0
$1.57 Billion 0.83% of portfolio
31,141
Q2 2025 Added 24.87%
$0
$1.56 Billion 0.82% of portfolio
24,380
Q2 2025 New
$0
$1.49 Billion 0.79% of portfolio
38,437
Q2 2025 Added 2.04%
$0
$1.5 Billion 0.79% of portfolio
13,686
Q2 2025 Reduced 4.62%
$0
$1.48 Billion 0.78% of portfolio
21,486
Q2 2025 Added 364.56%
$0
$1.45 Billion 0.76% of portfolio
19,745
Q2 2025 Reduced 2.61%
American Centy ETF Tr
-
$1.41 Billion 0.74% of portfolio
-
Q2 2025 New
$0
$1.34 Billion 0.71% of portfolio
11,061
Q2 2025 Reduced 23.28%
$0
$1.29 Billion 0.68% of portfolio
5,932
Q2 2025 Reduced 17.46%
$0
$1.25 Billion 0.66% of portfolio
28,648
Q2 2025 Added 10.06%
$0
$1.14 Billion 0.6% of portfolio
33,340
Q2 2025 Reduced 17.02%
$156B
$1.11 Billion 0.58% of portfolio
3,660
Q2 2025 Reduced 8.5%
$0
$1.04 Billion 0.55% of portfolio
18,351
Q2 2025 Reduced 8.64%
$61.9B
$1.02 Billion 0.54% of portfolio
12,256
Q2 2025 Added 30.09%
$103B
$1.02 Billion 0.54% of portfolio
11,144
Q2 2025 Added 9.06%
$0
$1.01 Billion 0.53% of portfolio
3,319
Q2 2025 Added 12.2%
$0
$977 Million 0.51% of portfolio
31,419
Q2 2025 New
$0
$845 Million 0.45% of portfolio
21,307
Q2 2025 Reduced 4.62%
$0
$794 Million 0.42% of portfolio
11,810
Q2 2025 Added 15.81%
$0
$795 Million 0.42% of portfolio
9,623
Q2 2025 Reduced 6.23%
$0
$742 Million 0.39% of portfolio
17,487
Q2 2025 Reduced 37.55%
$0
$745 Million 0.39% of portfolio
20,015
Q2 2025 Reduced 10.51%
$0
$683 Million 0.36% of portfolio
17,125
Q2 2025 Added 36.14%
$0
$685 Million 0.36% of portfolio
5,141
Q2 2025 Added 0.67%
$1.01T
$659 Million 0.35% of portfolio
2,075
Q1 2025 Added 3.54%
$0
$662 Million 0.35% of portfolio
27,790
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $190 Billion
  • Prior Value $158 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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