Edge Financial Advisors LLC Portfolio Holdings

Edge Financial Advisors LLC

  • $223 Billion
  • Q3 2025

Edge Financial Advisors LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $223 Billion distributed in 147 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 $27B, Spdr S&P 500 ETF Trust with a value of $11.8B, Ishares Tr with a value of $11.7B, Dimensional ETF Tr Dimensional with a value of $9.58B, and Blackrock ETF Tr U S Equity Fa with a value of $9.18B.

Examining the 13F form we can see an increase of $33.4B in the current position value, from $190B to 223B.

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 $223 Billion
ETFs: $179 Billion
Technology: $14.2 Billion
Financial Services: $8.97 Billion
Utilities: $4.48 Billion
Consumer Defensive: $2.73 Billion
Healthcare: $2.62 Billion
Communication Services: $2.51 Billion
Consumer Cyclical: $2.44 Billion
Other: $806 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27 Billion 12.12% of portfolio
185,681
Q3 2025 Added 0.14%
$0
$11.8 Billion 5.27% of portfolio
17,650
Q3 2025 Reduced 8.34%
$0
$11.7 Billion 5.23% of portfolio
141,269
Q3 2025 Reduced 7.93%
$0
$9.58 Billion 4.29% of portfolio
253,676
Q3 2025 Added 7.18%
$0
$9.18 Billion 4.11% of portfolio
155,002
Q3 2025 Added 7.81%
$0
$8.41 Billion 3.77% of portfolio
133,714
Q3 2025 Added 8.49%
$0
$8.31 Billion 3.72% of portfolio
114,754
Q3 2025 Added 2.7%
$0
$7.9 Billion 3.54% of portfolio
215,843
Q3 2025 Added 6.98%
$4.3T
$7.65 Billion 3.43% of portfolio
30,063
Q3 2025 Reduced 0.89%
$0
$5.58 Billion 2.5% of portfolio
94,872
Q3 2025 Added 250.4%
$881B
$5.31 Billion 2.38% of portfolio
8,421
Q3 2025 Added 6.51%
$0
$4.25 Billion 1.91% of portfolio
8,868
Q3 2025 Reduced 0.82%
$0
$4.03 Billion 1.81% of portfolio
6,022
Q3 2025 Reduced 25.76%
$0
$3.79 Billion 1.7% of portfolio
37,739
Q3 2025 Reduced 32.97%
American Centy ETF Tr
-
$3.06 Billion 1.37% of portfolio
-
Q3 2025 Added 101.02%
$0
$3.01 Billion 1.35% of portfolio
95,368
Q3 2025 Added 9.65%
$0
$2.78 Billion 1.24% of portfolio
14,273
Q3 2025 Reduced 5.43%
$465B
$2.48 Billion 1.11% of portfolio
6,647
Q3 2025 Added 66.09%
$0
$2.33 Billion 1.05% of portfolio
76,779
Q3 2025 Added 9.36%
$0
$2.08 Billion 0.93% of portfolio
22,257
Q3 2025 Reduced 0.74%
$0
$1.84 Billion 0.83% of portfolio
30,752
Q3 2025 Added 193.6%
$0
$1.82 Billion 0.82% of portfolio
20,262
Q3 2025 Added 200.18%
$3.78T
$1.83 Billion 0.82% of portfolio
3,536
Q3 2025 Reduced 2.99%
$0
$1.65 Billion 0.74% of portfolio
2,776
Q3 2025 Added 0.33%
$0
$1.6 Billion 0.72% of portfolio
17,301
Q3 2025 Added 268.66%
$0
$1.58 Billion 0.71% of portfolio
38,437
Q2 2025 Added 2.04%
$0
$1.58 Billion 0.71% of portfolio
13,320
Q3 2025 Reduced 2.67%
$0
$1.58 Billion 0.71% of portfolio
21,499
Q3 2025 Added 0.06%
$414B
$1.56 Billion 0.7% of portfolio
3,372
Q3 2025 Added 1.23%
$0
$1.57 Billion 0.7% of portfolio
2,616
Q3 2025 Reduced 44.38%
$0
$1.53 Billion 0.69% of portfolio
22,169
Q3 2025 Reduced 9.07%
$0
$1.49 Billion 0.67% of portfolio
18,395
Q3 2025 Reduced 30.41%
$0
$1.45 Billion 0.65% of portfolio
19,464
Q3 2025 Reduced 1.42%
$0
$1.42 Billion 0.64% of portfolio
10,887
Q3 2025 Reduced 1.57%
$65.3B
$1.43 Billion 0.64% of portfolio
19,603
Q3 2025 Added 237.34%
$0
$1.38 Billion 0.62% of portfolio
28,582
Q3 2025 Reduced 0.23%
$0
$1.35 Billion 0.61% of portfolio
26,658
Q3 2025 Reduced 14.4%
$0
$1.25 Billion 0.56% of portfolio
11,181
Q3 2025 Reduced 34.24%
$0
$1.2 Billion 0.54% of portfolio
33,340
Q2 2025 Reduced 17.02%
$98.6B
$1.18 Billion 0.53% of portfolio
12,418
Q3 2025 Added 11.43%
Allspring Exchange Traded Fu
-
$1.16 Billion 0.52% of portfolio
-
Q3 2025 Added 141.53%
$0
$1.09 Billion 0.49% of portfolio
18,551
Q3 2025 Added 1.09%
$0
$1.09 Billion 0.49% of portfolio
10,542
Q3 2025 Added 271.46%
$139B
$1.09 Billion 0.49% of portfolio
1,658
Q3 2025 Reduced 0.3%
$51.1B
$1.06 Billion 0.48% of portfolio
11,820
Q3 2025 Reduced 3.56%
$512B
$1.07 Billion 0.48% of portfolio
945
Q3 2025 Reduced 1.56%
$0
$1.06 Billion 0.48% of portfolio
3,241
Q3 2025 Reduced 2.35%
$0
$1.05 Billion 0.47% of portfolio
31,942
Q3 2025 Added 1.66%
$0
$999 Million 0.45% of portfolio
25,217
Q3 2025 Added 206.96%

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $223 Billion
  • Prior Value $190 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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