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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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1567163/holdings"
Use Arkolith to show Edge Wealth Management LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
65% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $56.5M | 158.0K | 9.5% | ▼−1.7% Reduced · −3K sh | |
| 2 | Simplify Exchange Traded Fun MBS ETF | $53.5M | 1.09M | 9.0% | ▲+1.8% Added · +19K sh | |
| 3 | Apple Inc COM | $47.8M | 165.3K | 8.1% | ▼−0.2% Reduced · −367 sh | |
| 4 | Ishares TR RUSSELL 2000 ETF | $34.3M | 114.2K | 5.8% | ▲~0% Added · +32 sh | |
| 5 | Litman Gregory FDS TR IMGP DBI MAN ETF | $32.6M | 1.06M | 5.5% | ▲+0.2% Added · +2K sh | |
| 6 | Ishares TR 1 3 YR TREAS BD | $32.3M | 393.5K | 5.4% | ▲+0.8% Added · +3K sh | |
| 7 | Microsoft Corp COM | $29.2M | 78.3K | 4.9% | ▼−0.3% Reduced · −210 sh | |
| 8 | JPMorgan Chase & Co COM | $27.9M | 85.2K | 4.7% | ▼−2.4% Reduced · −2K sh | |
| 9 | Walmart Inc COM | $23.6M | 208.3K | 4.0% | ▼−0.1% Reduced · −245 sh | |
| 10 | Berkshire Hathaway Inc Del CL B NEW | $20.1M | 40.1K | 3.4% | ▲+0.1% Added · +39 sh | |
| 11 | Johnson & Johnson COM | $19.6M | 77.1K | 3.3% | ▲+0.1% Added · +55 sh | |
| 12 | General Dynamics Corp COM | $17.7M | 50.1K | 3.0% | ▲+0.2% Added · +121 sh | |
| 13 | SPDR Series Trust ST STR SP BIOT | $17.6M | 111.3K | 3.0% | ▲+0.1% Added · +148 sh | |
| 14 | Waste Mgmt Inc Del COM | $16.8M | 75.4K | 2.8% | ▲+0.2% Added · +157 sh | |
| 15 | Merck & Co Inc COM | $15.9M | 123.7K | 2.7% | ▲+0.2% Added · +239 sh | |
| 16 | BlackRock Inc COM | $15.2M | 15.9K | 2.6% | ▲+0.1% Added · +17 sh | |
| 17 | Public Storage COM | $14.1M | 44.2K | 2.4% | ▲+0.1% Added · +67 sh | |
| 18 | SLB Limited COM STK | $12.1M | 261.3K | 2.0% | ▲+0.3% Added · +900 sh | |
| 19 | Home Depot Inc COM | $9.8M | 27.8K | 1.6% | ▲+0.4% Added · +115 sh | |
| 20 | Public SVC Enterprise Group COM | $9.7M | 120.1K | 1.6% | ▲+0.3% Added · +385 sh | |
| 21 | American Tower Corp COM | $9.7M | 59.1K | 1.6% | ▲+0.4% Added · +245 sh | |
| 22 | Procter & Gamble Co COM | $8.6M | 58.9K | 1.5% | ▲+0.3% Added · +202 sh | |
| 23 | Disney Walt Co COM | $6.7M | 69.1K | 1.1% | ▼−0.4% Reduced · −292 sh | |
| 24 | McDonalds Corp COM | $6.6M | 24.3K | 1.1% | ▲+0.6% Added · +141 sh | |
| 25 | Honeywell Intl Inc COM | $6.2M | 27.7K | 1.0% | ▲New New position | |
| 26 | Honeywell Aerospace Inc COM | $6.1M | 27.7K | 1.0% | ▲New New position | |
| 27 | Amazon Com Inc COM | $5.1M | 21.3K | 0.9% | ▲+0.4% Added · +95 sh | |
| 28 | State STR SPDR S&P 500 ETF T TR UNIT | $4.5M | 6.1K | 0.8% | ▼−1.1% Reduced · −66 sh | |
| 29 | Roivant Sciences Ltd SHS | $3.2M | 90.2K | 0.5% | —Held | |
| 30 | Newmark Group Inc CL A | $2.5M | 167.6K | 0.4% | ▲~0% Added · +10 sh | |
| 31 | Nvidia Corporation COM | $2.4M | 11.8K | 0.4% | ▼−9.5% Reduced · −1K sh | |
| 32 | Adaptive Biotechnologies Cor COM | $1.9M | 90.0K | 0.3% | —Held | |
| 33 | Select Sector SPDR TR ST STR ENERG ETF | $1.2M | 22.3K | 0.2% | ▼−0.3% Reduced · −80 sh | |
| 34 | Cisco Sys Inc COM | $1.1M | 9.5K | 0.2% | ▼−0.5% Reduced · −50 sh | |
| 35 | Bank Of Amer Corp COM | $1.1M | 19.3K | 0.2% | ▼−1.0% Reduced · −199 sh | |
| 36 | Chevron Corporation COM | $951K | 5.7K | 0.2% | ▼−1.7% Reduced · −98 sh | |
| 37 | Ishares TR 3 7 YR TREAS BD | $910K | 7.8K | 0.2% | ▼−0.6% Reduced · −50 sh | |
| 38 | Invesco Exchange Traded FD T S&P500 EQL WGT | $766K | 3.6K | 0.1% | ▲+39% Added · +1K sh | |
| 39 | Proshares TR SHOR S&P 500 NEW | $759K | 23.0K | 0.1% | —Held | |
| 40 | Ishares TR SELECT DIVID ETF | $735K | 4.7K | 0.1% | ▼−46% Reduced · −4K sh | |
| 41 | Union Pac Corp COM | $715K | 2.6K | 0.1% | —Held | |
| 42 | Lloyds Banking Group PLC SPONSORED ADR | $641K | 110.0K | 0.1% | —Held | |
| 43 | Boeing Co COM | $596K | 2.8K | 0.1% | ▼−26% Reduced · −950 sh | |
| 44 | SPDR Gold TR GOLD SHS | $578K | 1.6K | 0.1% | —Held | |
| 45 | Vanguard Index FDS S&P 500 ETF SHS | $573K | 834 | 0.1% | —Held | |
| 46 | ALPS ETF TR ALERIAN MLP | $565K | 10.9K | 0.1% | ▲+17% Added · +2K sh | |
| 47 | Palantir Technologies Inc CL A | $555K | 4.8K | 0.1% | —Held | |
| 48 | Barrick MNG Corp COM SHS | $509K | 13.9K | 0.1% | ▲+0.4% Added · +60 sh | |
| 49 | Alphabet Inc CAP STK CL C | $499K | 1.4K | 0.1% | —Held | |
| 50 | Vaneck ETF Trust GOLD MINERS ETF | $489K | 6.5K | 0.1% | ▲+3.1% Added · +198 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 87 | $593.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 85 | $584.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 82 | $566.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 88 | $564.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 82 | $519.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 82 | $493.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 80 | $494.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 80 | $498.1M | 13F-HR |
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.