Arkolith/Funds/Edge Wealth Management LLC

Edge Wealth Management LLC

CIK 1567163Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Edge Wealth Management LLC holds a focused book of 87 stocks worth $593.9M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 10% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
7
new positions
Added to
31
existing
Trimmed
19
reduced
Sold out
4
exited

Concentration

Top-heavy: focused book

Top 5 holdings
38%
Top 10 holdings
60%
Top 20 holdings
85%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

65% mapped to company sectors

ETF / fund or unclassified
35%
Information Technology
23%
Financials
11%
Consumer Discretionary
9%
Health Care
7%
Utilities
4%
Industrials
3%
Real Estate
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

87 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc
CAP STK CL A
$56.5M158.0K
9.5%
−1.7%
Reduced · −3K sh
2Simplify Exchange Traded Fun
MBS ETF
$53.5M1.09M
9.0%
+1.8%
Added · +19K sh
3Apple Inc
COM
$47.8M165.3K
8.1%
−0.2%
Reduced · −367 sh
4Ishares TR
RUSSELL 2000 ETF
$34.3M114.2K
5.8%
~0%
Added · +32 sh
5Litman Gregory FDS TR
IMGP DBI MAN ETF
$32.6M1.06M
5.5%
+0.2%
Added · +2K sh
6Ishares TR
1 3 YR TREAS BD
$32.3M393.5K
5.4%
+0.8%
Added · +3K sh
7Microsoft Corp
COM
$29.2M78.3K
4.9%
−0.3%
Reduced · −210 sh
8JPMorgan Chase & Co
COM
$27.9M85.2K
4.7%
−2.4%
Reduced · −2K sh
9Walmart Inc
COM
$23.6M208.3K
4.0%
−0.1%
Reduced · −245 sh
10Berkshire Hathaway Inc Del
CL B NEW
$20.1M40.1K
3.4%
+0.1%
Added · +39 sh
11Johnson & Johnson
COM
$19.6M77.1K
3.3%
+0.1%
Added · +55 sh
12General Dynamics Corp
COM
$17.7M50.1K
3.0%
+0.2%
Added · +121 sh
13SPDR Series Trust
ST STR SP BIOT
$17.6M111.3K
3.0%
+0.1%
Added · +148 sh
14Waste Mgmt Inc Del
COM
$16.8M75.4K
2.8%
+0.2%
Added · +157 sh
15Merck & Co Inc
COM
$15.9M123.7K
2.7%
+0.2%
Added · +239 sh
16BlackRock Inc
COM
$15.2M15.9K
2.6%
+0.1%
Added · +17 sh
17Public Storage
COM
$14.1M44.2K
2.4%
+0.1%
Added · +67 sh
18SLB Limited
COM STK
$12.1M261.3K
2.0%
+0.3%
Added · +900 sh
19Home Depot Inc
COM
$9.8M27.8K
1.6%
+0.4%
Added · +115 sh
20Public SVC Enterprise Group
COM
$9.7M120.1K
1.6%
+0.3%
Added · +385 sh
21American Tower Corp
COM
$9.7M59.1K
1.6%
+0.4%
Added · +245 sh
22Procter & Gamble Co
COM
$8.6M58.9K
1.5%
+0.3%
Added · +202 sh
23Disney Walt Co
COM
$6.7M69.1K
1.1%
−0.4%
Reduced · −292 sh
24McDonalds Corp
COM
$6.6M24.3K
1.1%
+0.6%
Added · +141 sh
25Honeywell Intl Inc
COM
$6.2M27.7K
1.0%
New
New position
26Honeywell Aerospace Inc
COM
$6.1M27.7K
1.0%
New
New position
27Amazon Com Inc
COM
$5.1M21.3K
0.9%
+0.4%
Added · +95 sh
28State STR SPDR S&P 500 ETF T
TR UNIT
$4.5M6.1K
0.8%
−1.1%
Reduced · −66 sh
29Roivant Sciences Ltd
SHS
$3.2M90.2K
0.5%
Held
30Newmark Group Inc
CL A
$2.5M167.6K
0.4%
~0%
Added · +10 sh
31Nvidia Corporation
COM
$2.4M11.8K
0.4%
−9.5%
Reduced · −1K sh
32Adaptive Biotechnologies Cor
COM
$1.9M90.0K
0.3%
Held
33Select Sector SPDR TR
ST STR ENERG ETF
$1.2M22.3K
0.2%
−0.3%
Reduced · −80 sh
34Cisco Sys Inc
COM
$1.1M9.5K
0.2%
−0.5%
Reduced · −50 sh
35Bank Of Amer Corp
COM
$1.1M19.3K
0.2%
−1.0%
Reduced · −199 sh
36Chevron Corporation
COM
$951K5.7K
0.2%
−1.7%
Reduced · −98 sh
37Ishares TR
3 7 YR TREAS BD
$910K7.8K
0.2%
−0.6%
Reduced · −50 sh
38Invesco Exchange Traded FD T
S&P500 EQL WGT
$766K3.6K
0.1%
+39%
Added · +1K sh
39Proshares TR
SHOR S&P 500 NEW
$759K23.0K
0.1%
Held
40Ishares TR
SELECT DIVID ETF
$735K4.7K
0.1%
−46%
Reduced · −4K sh
41Union Pac Corp
COM
$715K2.6K
0.1%
Held
42Lloyds Banking Group PLC
SPONSORED ADR
$641K110.0K
0.1%
Held
43Boeing Co
COM
$596K2.8K
0.1%
−26%
Reduced · −950 sh
44SPDR Gold TR
GOLD SHS
$578K1.6K
0.1%
Held
45Vanguard Index FDS
S&P 500 ETF SHS
$573K834
0.1%
Held
46ALPS ETF TR
ALERIAN MLP
$565K10.9K
0.1%
+17%
Added · +2K sh
47Palantir Technologies Inc
CL A
$555K4.8K
0.1%
Held
48Barrick MNG Corp
COM SHS
$509K13.9K
0.1%
+0.4%
Added · +60 sh
49Alphabet Inc
CAP STK CL C
$499K1.4K
0.1%
Held
50Vaneck ETF Trust
GOLD MINERS ETF
$489K6.5K
0.1%
+3.1%
Added · +198 sh
Showing 50 of 87 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 202687$593.9M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202685$584.9M13F-HR
Q4 2025Dec 31, 2025Jan 12, 202682$566.5M13F-HR
Q3 2025Sep 30, 2025Oct 14, 202588$564.6M13F-HR
Q2 2025Jun 30, 2025Jul 14, 202582$519.2M13F-HR
Q1 2025Mar 31, 2025Apr 11, 202582$493.2M13F-HR
Q4 2024Dec 31, 2024Jan 15, 202580$494.0M13F-HR
Q3 2024Sep 30, 2024Oct 15, 202480$498.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.