Wealthedge Investment Advisors, LLC holds a diversified book of 143 stocks worth $294.1M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2025 would be +26% (+18.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Following at the filing date actually beat the quarter-end book by 8.2 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 the ~45-day reporting lag, 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
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 | 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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 143 | $294.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 141 | $272.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 132 | $270.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 127 | $264.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 144 | $240.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 178 | $221.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Mar 12, 2025 | 175 | $221.9M | 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. The performance line is a simulation of the disclosed long book, not an audited return.