Wealthedge Investment Advisors, LLC Portfolio Holdings

Wealthedge Investment Advisors, LLC

  • $264 Billion
  • Q3 2025

Wealthedge Investment Advisors, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $264 Billion distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $14.4B, Pimco ETF Tr 15+ Yr Us Tips In with a value of $14.2B, Microsoft Corp with a value of $8.53B, Agf Invts Tr Agfiq Us Mkt Neut with a value of $8.23B, and Ishares Core S&P 500 ETF with a value of $8.17B.

Examining the 13F form we can see an increase of $24.3B in the current position value, from $240B to 264B.

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 $264 Billion
ETFs: $147 Billion
Technology: $39.9 Billion
Communication Services: $13.4 Billion
Healthcare: $12.3 Billion
Financial Services: $11.3 Billion
Industrials: $10.5 Billion
Real Estate: $6.89 Billion
Consumer Cyclical: $6.88 Billion
Other: $7.21 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.4 Billion 5.46% of portfolio
21,662
Q3 2025 Added 1.94%
$0
$14.2 Billion 5.38% of portfolio
266,882
Q3 2025 Added 1.16%
$3.78T
$8.53 Billion 3.23% of portfolio
16,476
Q3 2025 Added 43.92%
$0
$8.23 Billion 3.12% of portfolio
517,257
Q3 2025 Added 320.09%
$0
$8.17 Billion 3.09% of portfolio
12,212
Q3 2025 Reduced 0.04%
$465B
$6.75 Billion 2.55% of portfolio
36,179
Q3 2025 Added 21.29%
$0
$6.59 Billion 2.49% of portfolio
22,427
Q3 2025 Added 1.64%
$4.3T
$6.44 Billion 2.44% of portfolio
25,300
Q3 2025 Added 0.63%
$0
$6.25 Billion 2.36% of portfolio
231,840
Q3 2025 Reduced 7.43%
$0
$6.21 Billion 2.35% of portfolio
122,244
Q3 2025 Added 33.21%
$0
$6.04 Billion 2.28% of portfolio
32,368
Q3 2025 Added 3.79%
$0
$5.54 Billion 2.1% of portfolio
173,579
Q3 2025 Added 1.77%
$0
$5.53 Billion 2.09% of portfolio
54,895
Q3 2025 Reduced 39.1%
$0
$5.23 Billion 1.98% of portfolio
21,617
Q3 2025 Added 2.81%
$99.5B
$5.06 Billion 1.91% of portfolio
112,152
Q3 2025 Added 16.0%
$1.37T
$4.85 Billion 1.84% of portfolio
6,609
Q3 2025 Added 139.54%
$68.7B
$4.46 Billion 1.69% of portfolio
53,403
Q3 2025 Added 55.27%
$0
$4.19 Billion 1.59% of portfolio
78,492
Q3 2025 Added 214.71%
$1.65T
$3.88 Billion 1.47% of portfolio
15,970
Q3 2025 Reduced 22.57%
$187B
$3.7 Billion 1.4% of portfolio
22,241
Q3 2025 Reduced 0.06%
$0
$3.55 Billion 1.34% of portfolio
25,514
Q3 2025 Added 61.88%
$130B
$3.48 Billion 1.32% of portfolio
9,788
Q3 2025 Added 63.54%
$2.39T
$3.44 Billion 1.3% of portfolio
15,653
Q3 2025 Reduced 17.16%
$2.87B
$3.32 Billion 1.26% of portfolio
50,952
Q3 2025 New
$0
$3.29 Billion 1.25% of portfolio
61,158
Q3 2025 Added 52.88%
$0
$2.93 Billion 1.11% of portfolio
57,909
Q3 2025 Reduced 55.44%
$0
$2.92 Billion 1.11% of portfolio
35,206
Q3 2025 Added 3.72%
$0
$2.89 Billion 1.09% of portfolio
20,282
Q3 2025 Added 0.71%
$78.2B
$2.73 Billion 1.03% of portfolio
8,439
Q3 2025 New
$10.2B
$2.71 Billion 1.02% of portfolio
141,332
Q3 2025 Reduced 13.8%
$0
$2.67 Billion 1.01% of portfolio
7,040
Q3 2025 Reduced 0.07%
$533B
$2.63 Billion 1.0% of portfolio
7,710
Q3 2025 Added 212.53%
Txo Partners LP
-
$2.5 Billion 0.95% of portfolio
-
Q3 2025 Added 100.09%
$0
$2.5 Billion 0.95% of portfolio
17,719
Q3 2025 Added 0.86%
$0
$2.4 Billion 0.91% of portfolio
47,350
Q3 2025 Added 4.22%
$16.1B
$2.39 Billion 0.91% of portfolio
104,444
Q3 2025 Added 33.41%
$0
$2.41 Billion 0.91% of portfolio
7,247
Q3 2025 Added 0.04%
$371M
$2.32 Billion 0.88% of portfolio
151,646
Q3 2025 Added 11.15%
$0
$2.2 Billion 0.83% of portfolio
7,813
Q3 2025 Reduced 35.29%
$102B
$1.92 Billion 0.73% of portfolio
13,387
Q3 2025 Added 0.44%
$0
$1.92 Billion 0.73% of portfolio
28,889
Q3 2025 Reduced 0.82%
$0
$1.9 Billion 0.72% of portfolio
17,073
Q3 2025 Reduced 48.09%
$722M
$1.87 Billion 0.71% of portfolio
58,560
Q3 2025 Added 55.1%
$0
$1.76 Billion 0.67% of portfolio
5,919
Q3 2025 Added 3.37%
$300B
$1.78 Billion 0.67% of portfolio
5,147
Q3 2025 New
$342B
$1.67 Billion 0.63% of portfolio
9,128
Q3 2025 Added 2.9%
$0
$1.63 Billion 0.62% of portfolio
3,472
Q3 2025 Reduced 0.88%
$0
$1.64 Billion 0.62% of portfolio
27,323
Q3 2025 Added 1.13%
$139B
$1.57 Billion 0.6% of portfolio
4,771
Q3 2025 Reduced 0.27%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $264 Billion
  • Prior Value $240 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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