WEALTHEDGE INVESTMENT ADVISORS, LLC
13F Reported Value
ⓘ$272.2M
Holdings
141
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
WEALTHEDGE INVESTMENT ADVISORS, LLC disclosed 141 positions worth $272.2M in its Form 13F-HR for Q1 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 5.8% of the equity portfolio, followed by $MSFT and $AAPL. During the quarter the fund opened 30 new positions and exited 21 — including a new stake in $PFH and a full exit from $MSCI. The portfolio is most concentrated in Other (51.7% of disclosed assets). All figures are sourced directly from WEALTHEDGE INVESTMENT ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 2058455.
AI Fund Analysis
Stable
$SPY
$MSFT
$AAPL
$GOOG$MSFT$AAPLSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$15.8M24,239 sh - 83.7#15
Quality
$12.7M34,361 sh - 76.1#112
Quality
$11.5M45,303 sh ISHARES TR
—Quality
$9.1M91,317 sh- 80.2
Quality
$8.9M30,859 sh - 90.2
Quality
$8.8M50,297 sh JANUS DETROIT STR TR
—Quality
$8.2M162,779 shISHARES TR
—Quality
$7.8M11,993 shVANGUARD INDEX FDS
—Quality
$6.9M35,160 shVANGUARD INDEX FDS
—Quality
$6.3M21,911 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $15.8M | 24,239 |
| MICROSOFT CORP$MSFT | 83.7#15 | $12.7M | 34,361 |
| Apple Inc.$AAPL | 76.1#112 | $11.5M | 45,303 |
| ISHARES TR | — | $9.1M | 91,317 |
| Alphabet Inc.$GOOG | 80.2 | $8.9M | 30,859 |
 NVIDIA CORP$NVDA | 90.2 | $8.8M | 50,297 |
| JANUS DETROIT STR TR | — | $8.2M | 162,779 |
| ISHARES TR | — | $7.8M | 11,993 |
| VANGUARD INDEX FDS | — | $6.9M | 35,160 |
| VANGUARD INDEX FDS | — | $6.3M | 21,911 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WEALTHEDGE INVESTMENT ADVISORS, LLC's 141 positions.
Showing top 10 of 141 holdings.
Sector Allocation
Other
$140.8M
Technology
$68.6M
Financials
$22.1M
Healthcare
$10.3M
Consumer Discretionary
$10.2M
Industrials
$9.2M
Real Estate
$4.7M
Consumer Staples
$1.9M
Full Holdings — WEALTHEDGE INVESTMENT ADVISORS, LLC (Q1 2026)
All 141 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $15.8M | 5.8% | +14% | — |
| 2 | $MSFT | MICROSOFT CORP | $12.7M | 4.7% | +65% | 83.7 |
| 3 | $AAPL | Apple Inc. | $11.5M | 4.2% | +54% | 76.1 |
| 4 | — | ISHARES TR | $9.1M | 3.3% | +1200% | — |
| 5 | $GOOG | Alphabet Inc. | $8.9M | 3.3% | +20% | 80.2 |
| 6 | $NVDA | NVIDIA CORP | $8.8M | 3.2% | -0% | 90.2 |
| 7 | — | JANUS DETROIT STR TR | $8.2M | 3.0% | -4% | — |
| 8 | — | ISHARES TR | $7.8M | 2.9% | -1% | — |
| 9 | — | VANGUARD INDEX FDS | $6.9M | 2.5% | +9% | — |
| 10 | — | VANGUARD INDEX FDS | $6.3M | 2.3% | -5% | — |
| 11 | — | SELECT SECTOR SPDR TR | $6.0M | 2.2% | +60% | — |
| 12 |  $AMZN | AMAZON COM INC | $6.0M | 2.2% | +85% | 74.6 |
| 13 |  $META | Meta Platforms, Inc. | $5.7M | 2.1% | +97% | 80.9 |
| 14 | — | ISHARES TR | $5.7M | 2.1% | -34% | — |
| 15 | — | SCHWAB STRATEGIC TR | $5.3M | 1.9% | +9% | — |
| 16 | — | SCHWAB STRATEGIC TR | $4.8M | 1.8% | -32% | — |
| 17 | — | VANGUARD SCOTTSDALE FDS | $4.5M | 1.7% | +136% | — |
| 18 | — | VANGUARD MALVERN FDS | $4.2M | 1.6% | +42% | — |
| 19 | — | ISHARES TR | $4.1M | 1.5% | +39% | — |
| 20 |  $LLY | ELI LILLY & Co | $4.1M | 1.5% | -4% | 89.3 |
| 21 | — | ISHARES TR | $4.0M | 1.5% | -18% | — |
| 22 |  $PFH | PRUDENTIAL FINANCIAL INC | $3.8M | 1.4% | NEW | 58.6 |
| 23 |  $GLD | SPDR GOLD TRUST | $3.8M | 1.4% | -9% | — |
| 24 | — | SELECT SECTOR SPDR TR | $3.7M | 1.4% | +21% | — |
| 25 | — | ISHARES TR | $3.5M | 1.3% | -22% | — |
| 26 | — | J P MORGAN EXCHANGE TRADED F | $3.4M | 1.2% | +41% | — |
| 27 | — | PIMCO ETF TR | $3.1M | 1.1% | -77% | — |
| 28 |  $QCOM | QUALCOMM INC/DE | $3.0M | 1.1% | -1% | 81.9 |
| 29 | — | ISHARES TR | $2.8M | 1.0% | -48% | — |
| 30 | — | ISHARES TR | $2.4M | 0.9% | -5% | — |
| 31 | — | SELECT SECTOR SPDR TR | $2.3M | 0.9% | +13% | — |
| 32 |  $V | VISA INC. | $2.3M | 0.9% | -1% | 83.5 |
| 33 |  $UNH | UNITEDHEALTH GROUP INC | $2.3M | 0.9% | +22% | 66.8 |
| 34 | — | ISHARES TR | $2.3M | 0.8% | -1% | — |
| 35 | — | VANGUARD WHITEHALL FDS | $2.3M | 0.8% | -11% | — |
| 36 |  $CRM | Salesforce, Inc. | $2.3M | 0.8% | NEW | 75.2 |
| 37 | — | ISHARES TR | $2.2M | 0.8% | +17% | — |
| 38 |  $PGR | PROGRESSIVE CORP/OH/ | $2.1M | 0.8% | NEW | 83.6 |
| 39 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.0M | 0.7% | +111% | 64.5 |
| 40 |  $INTU | INTUIT INC. | $2.0M | 0.7% | NEW | 82 |
| 41 | — | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.7% | -7% | — |
| 42 |  $ABT | ABBOTT LABORATORIES | $1.8M | 0.7% | NEW | 67 |
| 43 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $1.8M | 0.7% | NEW | 77.6 |
| 44 | — | VANGUARD TAX-MANAGED FDS | $1.7M | 0.6% | -1% | — |
| 45 |  $UPS | UNITED PARCEL SERVICE INC | $1.6M | 0.6% | -75% | 58.2 |
| 46 | — | MANAGER DIRECTED PORTFOLIOS | $1.5M | 0.5% | -11% | — |
| 47 | — | MANAGER DIRECTED PORTFOLIOS | $1.5M | 0.5% | -11% | — |
| 48 |  $AVGO | Broadcom Inc. | $1.4M | 0.5% | -3% | 86.4 |
| 49 |  $BFS | SAUL CENTERS, INC. | $1.4M | 0.5% | -19% | 43.9 |
| 50 | — | ISHARES TR | $1.3M | 0.5% | +2% | — |
| 51 |  $TSLA | Tesla, Inc. | $1.3M | 0.5% | -5% | 50.1 |
| 52 | — | ISHARES TR | $1.3M | 0.5% | -4% | — |
| 53 |  $HD | HOME DEPOT, INC. | $1.3M | 0.5% | +146% | 69.2 |
| 54 |  $AON | Aon plc | $1.3M | 0.5% | +130% | — |
| 55 |  $GE | GENERAL ELECTRIC CO | $1.3M | 0.5% | -9% | 74.8 |
| 56 |  $MCD | MCDONALDS CORP | $1.2M | 0.5% | +177% | 73.9 |
| 57 |  $CHCT | Community Healthcare Trust Inc | $1.2M | 0.4% | +312% | 51.5 |
| 58 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $1.2M | 0.4% | -53% | 62 |
| 59 | — | VANGUARD INDEX FDS | $1.2M | 0.4% | -5% | — |
| 60 | — | ISHARES TR | $1.1M | 0.4% | -57% | — |
| 61 |  $MU | MICRON TECHNOLOGY INC | $1.1M | 0.4% | +157% | 88.4 |
| 62 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.1M | 0.4% | -5% | — |
| 63 |  $NET | Cloudflare, Inc. | $1.1M | 0.4% | -14% | 52.6 |
| 64 |  $JPM | JPMORGAN CHASE & CO | $1.1M | 0.4% | +20% | 35.6 |
| 65 | — | J P MORGAN EXCHANGE TRADED F | $1.1M | 0.4% | -18% | — |
| 66 |  $PWR | QUANTA SERVICES, INC. | $1.1M | 0.4% | +12% | 62.6 |
| 67 |  $CIM | CHIMERA INVESTMENT CORP | $1.0M | 0.4% | NEW | — |
| 68 |  $EG | EVEREST GROUP, LTD. | $997,578 | 0.4% | NEW | — |
| 69 |  $VRT | Vertiv Holdings Co | $992,046 | 0.4% | +1% | 82.7 |
| 70 |  $GLW | CORNING INC /NY | $971,370 | 0.4% | -59% | 72.7 |
| 71 |  $IBIT | iShares Bitcoin Trust ETF | $961,038 | 0.3% | +4% | — |
| 72 |  $FISV | FISERV INC | $958,086 | 0.3% | +12% | 67.4 |
| 73 |  $PODD | INSULET CORP | $957,080 | 0.3% | NEW | 70.4 |
| 74 |  $OKE | ONEOK INC /NEW/ | $921,981 | 0.3% | NEW | 72 |
| 75 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $874,264 | 0.3% | +187% | — |
| 76 |  $PEP | PEPSICO INC | $810,889 | 0.3% | NEW | 62.7 |
| 77 |  $INTC | INTEL CORP | $804,665 | 0.3% | NEW | 41.5 |
| 78 |  $OCSL | Oaktree Specialty Lending Corp | $768,829 | 0.3% | +494% | — |
| 79 |  $CRWD | CrowdStrike Holdings, Inc. | $762,471 | 0.3% | -18% | 55 |
| 80 |  $ADP | AUTOMATIC DATA PROCESSING INC | $740,636 | 0.3% | NEW | 77.9 |
| 81 |  $NOW | ServiceNow, Inc. | $731,745 | 0.3% | NEW | 76 |
| 82 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.3% | +0% | 64.5 |
| 83 |  $TM | TOYOTA MOTOR CORP/ | $698,027 | 0.3% | NEW | — |
| 84 |  $IDXX | IDEXX LABORATORIES INC /DE | $677,639 | 0.3% | NEW | 73.6 |
| 85 |  $APP | AppLovin Corp | $651,924 | 0.2% | -21% | 86.8 |
| 86 | — | J P MORGAN EXCHANGE TRADED F | $651,045 | 0.2% | -7% | — |
| 87 |  $SAP | SAP SE | $646,147 | 0.2% | NEW | — |
| 88 |  $WMT | Walmart Inc. | $621,188 | 0.2% | +8% | 63.2 |
| 89 |  $MKC | MCCORMICK & CO INC | $620,261 | 0.2% | NEW | 73.7 |
| 90 |  $WD | Walker & Dunlop, Inc. | $618,657 | 0.2% | NEW | 48.6 |
| 91 | — | VANGUARD INDEX FDS | $603,861 | 0.2% | -66% | — |
| 92 | — | VANGUARD INDEX FDS | $600,930 | 0.2% | +12% | — |
| 93 |  $ANET | Arista Networks, Inc. | $596,834 | 0.2% | -7% | 86 |
| 94 |  $BX | Blackstone Inc. | $550,309 | 0.2% | NEW | 68 |
| 95 |  $AMRZ | Amrize Ltd | $543,170 | 0.2% | NEW | — |
| 96 |  $EMR | EMERSON ELECTRIC CO | $541,699 | 0.2% | +0% | 65.9 |
| 97 |  $MA | Mastercard Inc | $495,802 | 0.2% | +68% | 81.7 |
| 98 | — | ISHARES TR | $485,251 | 0.2% | +92% | — |
| 99 |  $PM | Philip Morris International Inc. | $464,635 | 0.2% | +0% | 80.5 |
| 100 | — | VANGUARD INDEX FDS | $454,327 | 0.2% | -19% | — |
| 101 |  $VZ | VERIZON COMMUNICATIONS INC | $436,876 | 0.2% | +1% | 71.6 |
| 102 | — | ISHARES TR | $424,287 | 0.2% | -0% | — |
| 103 |  $GOOGL | Alphabet Inc. | $419,926 | 0.1% | +0% | 80.2 |
| 104 | — | J P MORGAN EXCHANGE TRADED F | $410,044 | 0.1% | -3% | — |
| 105 |  $SAN | Banco Santander, S.A. | $399,165 | 0.1% | NEW | — |
| 106 | — | PROFESIONALLY MANAGED PORTFO | $373,491 | 0.1% | +0% | — |
| 107 |  $LRCX | LAM RESEARCH CORP | $366,072 | 0.1% | NEW | 82.4 |
| 108 |  $AMAT | APPLIED MATERIALS INC /DE | $364,384 | 0.1% | +16% | 74.8 |
| 109 | — | AGF INVTS TR | $348,344 | 0.1% | -67% | — |
| 110 | — | SELECT SECTOR SPDR TR | $333,037 | 0.1% | -1% | — |
| 111 |  $TJX | TJX COMPANIES INC /DE/ | $329,331 | 0.1% | +21% | 70.7 |
| 112 |  $DOV | DOVER Corp | $327,289 | 0.1% | +6% | 63.1 |
| 113 | — | PROSHARES TR | $323,417 | 0.1% | NEW | — |
| 114 | — | SELECT SECTOR SPDR TR | $302,790 | 0.1% | +1% | — |
| 115 |  $PLTR | Palantir Technologies Inc. | $300,313 | 0.1% | -70% | 85.8 |
| 116 |  $MRK | Merck & Co., Inc. | $290,895 | 0.1% | +0% | 70.9 |
| 117 |  $COST | COSTCO WHOLESALE CORP /NEW | $284,460 | 0.1% | +5% | 67 |
| 118 |  $OEC | Orion S.A. | $280,690 | 0.1% | -10% | — |
| 119 |  $CAT | CATERPILLAR INC | $280,350 | 0.1% | +1% | 67.8 |
| 120 |  $NFLX | NETFLIX INC | $276,431 | 0.1% | +26% | 86.7 |
| 121 |  $CSCO | CISCO SYSTEMS, INC. | $268,241 | 0.1% | +1% | 72.3 |
| 122 |  $USB | US BANCORP DE | $247,353 | 0.1% | -7% | 71.4 |
| 123 |  $RLI | RLI CORP | $247,154 | 0.1% | -93% | 73.8 |
| 124 |  $UBER | Uber Technologies, Inc | $246,720 | 0.1% | NEW | 79.3 |
| 125 |  $SBUX | STARBUCKS CORP | $243,029 | 0.1% | +0% | 54.6 |
| 126 |  $ED | CONSOLIDATED EDISON INC | $241,953 | 0.1% | +0% | 71.6 |
| 127 |  $XOM | EXXON MOBIL CORP | $237,179 | 0.1% | NEW | 61.8 |
| 128 |  $GEV | GE Vernova Inc. | $225,208 | 0.1% | NEW | 70.1 |
| 129 |  $MFC | MANULIFE FINANCIAL CORP | $219,311 | 0.1% | +0% | — |
| 130 |  $XZO | Exzeo Group, Inc. | $218,847 | 0.1% | NEW | — |
| 131 |  $ADBE | ADOBE INC. | $217,800 | 0.1% | +0% | 80.4 |
| 132 |  $DIS | Walt Disney Co | $217,589 | 0.1% | -18% | 68.9 |
| 133 |  $SNDK | Sandisk Corp | $213,474 | 0.1% | NEW | 88.8 |
| 134 | — | VANGUARD SPECIALIZED FUNDS | $211,628 | 0.1% | -45% | — |
| 135 |  $FSK | FS KKR Capital Corp | $209,504 | 0.1% | +0% | — |
| 136 |  $ABBV | AbbVie Inc. | $203,845 | 0.1% | +1% | 59.3 |
| 137 |  $SPGI | S&P Global Inc. | $203,763 | 0.1% | NEW | 79.4 |
| 138 |  $CULP | CULP INC | $203,407 | 0.1% | +7% | 30.2 |
| 139 |  $TXO | TXO Partners, L.P. | $173,830 | 0.1% | -93% | 38.3 |
| 140 |  $FSCO | FS Credit Opportunities Corp. | $159,446 | 0.1% | +64% | — |
| 141 |  $NMFC | New Mountain Finance Corp | $98,552 | 0.0% | -38% | — |
New Positions (30)
$PFH PRUDENTIAL FINANCIAL INC$3.8M$CRM Salesforce, Inc.$2.3M$PGR PROGRESSIVE CORP/OH/$2.1M$INTU INTUIT INC.$2.0M$ABT ABBOTT LABORATORIES$1.8M$BR BROADRIDGE FINANCIAL SOLUTIONS, INC.$1.8M$CIM CHIMERA INVESTMENT CORP$1.0M$EG EVEREST GROUP, LTD.$997,578$PODD INSULET CORP$957,080$OKE ONEOK INC /NEW/$921,981$PEP PEPSICO INC$810,889$INTC INTEL CORP$804,665$ADP AUTOMATIC DATA PROCESSING INC$740,636$NOW ServiceNow, Inc.$731,745$TM TOYOTA MOTOR CORP/$698,027Exited Positions (21)
$MSCI MSCI Inc.
$ELV Elevance Health, Inc.
$LIN LINDE PLC
$HOOD Robinhood Markets, Inc.
$CRDO Credo Technology Group Holding Ltd
$AZO AUTOZONE INC
$TMUS T-Mobile US, Inc.
$DASH DoorDash, Inc.
$SNOW Snowflake Inc.
$GSBD Goldman Sachs BDC, Inc.
$COP CONOCOPHILLIPS
$BMY BRISTOL MYERS SQUIBB CO
$RKLB Rocket Lab Corp
$INCY INCYTE CORPBrowse Top Institutional Investors
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