Wealthedge Investment Advisors, LLC holds a diversified book of 143 reported positions worth $294.1M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened Pgim Aaa Clo ETF and trimmed Apple Inc. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +28% (+18.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 7.7 points over this window.
Growth of $10,000 cloning Wealthedge Investment Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
47% mapped to company sectors
+5 sectors below the cut, 3% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Wealthedge Investment Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Swiss Re Ltd | 34 / 80 | $1.0B |
| Marest Capital, LLC | 11 / 80 | $176.0M |
| Ackerman Asset Management, LLC | 16 / 80 | $144.6M |
| Consolidated Portfolio Review Corp | 19 / 80 | $1.0B |
| Hoey Investments, Inc | 41 / 80 | $631.9M |
| Draper Asset Management, LLC | 8 / 80 | $161.2M |
| Planning Project LLC | 8 / 80 | $401.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Wealthedge Investment Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $19.0M | 25.4K | 6.5% | ▲+4.9% Added · +1K sh | |
| 2 | Microsoft Corp COM | $13.1M | 35.1K | 4.5% | ▲+2.2% Added · +748 sh | |
| 3 | Apple Inc COM | $12.4M | 43.0K | 4.2% | ▼−5.2% Reduced · −2K sh | |
| 4 | Nvidia Corporation COM | $10.5M | 52.3K | 3.6% | ▲+3.9% Added · +2K sh | |
| 5 | Alphabet Inc CAP STK CL A | $10.1M | 28.3K | 3.4% | ▼−8.1% Reduced · −3K sh | |
| 6 | Ishares TR CORE US AGGBD ET | $9.3M | 93.5K | 3.1% | ▲+2.4% Added · +2K sh | |
| 7 | Schwab Strategic TR US LCAP GR ETF | $9.2M | 271.1K | 3.1% | ▲+50% Added · +90K sh | |
| 8 | Vanguard Index FDS VALUE ETF | $9.0M | 41.1K | 3.0% | ▲+17% Added · +6K sh | |
| 9 | Ishares TR CORE S&P500 ETF | $8.5M | 11.4K | 2.9% | ▼−5.0% Reduced · −597 sh | |
| 10 | Meta Platforms Inc CL A | $7.7M | 13.7K | 2.6% | ▲+37% Added · +4K sh | |
| 11 | Pgim ETF TR AAA CLO ETF | $6.8M | 133.4K | 2.3% | ▲New New position | |
| 12 | Vanguard Index FDS MID CAP ETF | $6.3M | 77.7K | 2.1% | ▲+254% Added · +56K sh | |
| 13 | Ishares TR S&P 100 ETF | $5.8M | 15.9K | 2.0% | ▲+121% Added · +9K sh | |
| 14 | Ishares TR 0-3 MTH TREASURY | $5.3M | 53.1K | 1.8% | ▼−6.4% Reduced · −4K sh | |
| 15 | Select Sector SPDR TR ST STR CARE ETF | $5.2M | 32.8K | 1.8% | ▼−20% Reduced · −8K sh | |
| 16 | Vanguard Scottsdale FDS INT-TERM CORP | $4.8M | 58.1K | 1.6% | ▲+6.1% Added · +3K sh | |
| 17 | Qualcomm Inc COM | $4.5M | 24.5K | 1.5% | ▲+6.3% Added · +1K sh | |
| 18 | Amazon Com Inc COM | $4.4M | 18.3K | 1.5% | ▼−36% Reduced · −10K sh | |
| 19 | Schwab Strategic TR US TIPS ETF | $4.3M | 163.7K | 1.5% | ▼−9.6% Reduced · −17K sh | |
| 20 | Vanguard Malvern FDS STRM INFPROIDX | $4.3M | 85.7K | 1.5% | ▲+1.7% Added · +1K sh | |
| 21 | Ishares TR 1 3 YR TREAS BD | $4.1M | 49.7K | 1.4% | ▲+0.8% Added · +372 sh | |
| 22 | Micron Technology Inc COM | $4.0M | 3.5K | 1.4% | ▲+7.8% Added · +253 sh | |
| 23 | Select Sector SPDR TR ST STR FINL ETF | $3.7M | 69.4K | 1.3% | ▼−6.8% Reduced · −5K sh | |
| 24 | Ishares TR CORE MSCI EAFE | $3.5M | 36.7K | 1.2% | ▼−16% Reduced · −7K sh | |
| 25 | Eli Lilly & Co COM | $3.5M | 2.9K | 1.2% | ▼−34% Reduced · −2K sh | |
| 26 | Ishares TR MSCI EMG MKT ETF | $3.4M | 49.2K | 1.1% | ▼−21% Reduced · −13K sh | |
| 27 | Progressive Corp COM | $3.3M | 15.3K | 1.1% | ▲+44% Added · +5K sh | |
| 28 | Vanguard Index FDS TOTAL STK MKT | $3.2M | 8.6K | 1.1% | ▲+141% Added · +5K sh | |
| 29 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $3.2M | 62.8K | 1.1% | ▼−5.5% Reduced · −4K sh | |
| 30 | Select Sector SPDR TR ST STR TECHN ETF | $3.1M | 16.3K | 1.1% | ▼−7.2% Reduced · −1K sh | |
| 31 | SPDR Gold TR GOLD SHS | $2.9M | 8.0K | 1.0% | ▼−9.4% Reduced · −833 sh | |
| 32 | Visa Inc COM CL A | $2.8M | 8.2K | 1.0% | ▲+5.9% Added · +454 sh | |
| 33 | Ishares TR RUSSELL 2000 ETF | $2.5M | 8.4K | 0.9% | ▼−24% Reduced · −3K sh | |
| 34 | Ishares TR RUSSELL 3000 ETF | $2.5M | 5.8K | 0.8% | ▼−9.3% Reduced · −594 sh | |
| 35 | Amrize Ltd SHS | $2.3M | 44.1K | 0.8% | ▲+355% Added · +34K sh | |
| 36 | Ishares TR TIPS BD ETF | $2.2M | 20.5K | 0.8% | ▲+3.5% Added · +692 sh | |
| 37 | Sandisk Corp COM | $2.2M | 982 | 0.8% | ▲+192% Added · +646 sh | |
| 38 | Boston Scientific Corp COM | $2.2M | 51.4K | 0.7% | ▲New New position | |
| 39 | Vanguard Whitehall FDS HIGH DIV YLD | $2.2M | 13.8K | 0.7% | ▼−10.0% Reduced · −2K sh | |
| 40 | Abbott Laboratories COM | $2.1M | 22.9K | 0.7% | ▲+32% Added · +6K sh | |
| 41 | Broadcom Inc COM | $1.9M | 5.0K | 0.6% | ▲+6.5% Added · +305 sh | |
| 42 | Pimco ETF TR 15+ YR US TIPS | $1.9M | 36.8K | 0.6% | ▼−39% Reduced · −23K sh | |
| 43 | Broadridge Finl Solutions In COM | $1.9M | 13.6K | 0.6% | ▲+25% Added · +3K sh | |
| 44 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.9M | 26.1K | 0.6% | ▼−3.8% Reduced · −1K sh | |
| 45 | Corning Inc COM | $1.8M | 6.9K | 0.6% | ▼−3.5% Reduced · −254 sh | |
| 46 | Berkshire Hathaway Inc Del CL B NEW | $1.7M | 3.4K | 0.6% | ▼−19% Reduced · −815 sh | |
| 47 | Seagate Technology HLDNGS PL ORD SHS | $1.7M | 1.7K | 0.6% | ▲New New position | |
| 48 | Lam Research Corp COM NEW | $1.6M | 3.8K | 0.6% | ▲+121% Added · +2K sh | |
| 49 | Pepsico Inc COM | $1.6M | 11.8K | 0.5% | ▲+125% Added · +7K sh | |
| 50 | J P Morgan Exchange Traded F DIV RTN INT EQ | $1.6M | 21.5K | 0.5% | ▼−15% Reduced · −4K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2058455/holdings"
Use Arkolith to show WEALTHEDGE INVESTMENT ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 21d | 143 | $294.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 38d | 141 | $272.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 132 | $270.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 127 | $264.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 144 | $240.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 178 | $221.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Mar 12, 2025 | 71d | 175 | $221.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.