WEALTHEDGE INVESTMENT ADVISORS, LLC
Sector Allocation
- Other52.5%$154.3M
- Technology28.3%$83.2M
- Financials6.0%$17.8M
- Healthcare3.6%$10.7M
- Industrials2.9%$8.4M
- Consumer Discretionary2.7%$8.0M
- Materials1.4%$4.1M
- Consumer Staples1.3%$3.9M
- Communication Services0.7%$2.0M
- Utilities0.4%$1.2M
AUM History
13fpro.ai/research/fund/wealthedge-investment-advisors-llc-2058455
Conviction and streaks
Concentrating · top 10 = 37.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
SPY
$19.0MMSFT
$13.1MAAPL
$12.4MNVDA
$10.5MGOOGL
$10.1M- ISHARES$9.3M
- SCHWAB$9.2M
- VANGUARD$9.0M
- ISHARES$8.5M
META
$7.7M- PGIM$6.8M
- VANGUARD$6.3M
- ISHARES$5.8M
- ISHARES$5.3M
- SELECT$5.2M
- VANGUARD$4.8M
QCOM
$4.5MAMZN
$4.4M- SCHWAB$4.3M
- VANGUARD$4.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wealthedge-investment-advisors-llc-2058455
WEALTHEDGE INVESTMENT ADVISORS, LLC 13F holdings — Q2 2026
$294.1M portfolio (+8.0% QoQ) · 143 holdings · Q2 2026 13F · top 10 are 37% of the stock portfolio
$19.0M
6.5% of stocks
+5%This quarter+2.3%Since filed6+ qtrsHeld$13.1M
4.5% of stocks
+2%This quarter+33.9%Since filed6+ qtrsHeld$12.4M
4.2% of stocks
-5%This quarter+4.9%Since filed6+ qtrsHeld$10.5M
3.6% of stocks
+4%This quarter+4.2%Since filed6+ qtrsHeld$10.1M
3.5% of stocks
-8%This quarter-9.2%Since filed6+ qtrsHeld- 6
ISHARES TR - CORE US AGGBD ET
$9.3M
3.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SCHWAB STRATEGIC TR - US LCAP GR ETF
$9.2M
3.1% of stocks
+50%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD INDEX FDS - VALUE ETF
$9.0M
3.0% of stocks
+17%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - CORE S&P500 ETF
$8.5M
2.9% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— $7.7M
2.6% of stocks
+37%This quarter-2.1%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $19.0M | 6.5% | +5% | +2.3% | 6+ qtrsAdded 2 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $13.1M | 4.5% | +2% | +33.9% | 6+ qtrsAdded 4 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $12.4M | 4.2% | -5% | +4.9% | 6+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $10.5M | 3.6% | +4% | +4.2% | 6+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $10.1M | 3.5% | -8% | -9.2% | 6+ qtrs | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | ISHARES TR - CORE US AGGBD ET | $9.3M | 3.1% | +2% | — | — | — | — | |
| 7 | SCHWAB STRATEGIC TR - US LCAP GR ETF | $9.2M | 3.1% | +50% | — | — | — | — | |
| 8 | VANGUARD INDEX FDS - VALUE ETF | $9.0M | 3.0% | +17% | — | — | — | — | |
| 9 | ISHARES TR - CORE S&P500 ETF | $8.5M | 2.9% | -5% | — | — | — | — | |
| 10 | $7.7M | 2.6% | +37% | -2.1% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — WEALTHEDGE INVESTMENT ADVISORS, LLC (Q2 2026)
143 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | PGIM ETF TR - AAA CLO ETFetf/fund | — | $6.8M | 2.3% | 133K | New | — | — | 13F |
| 12 | — | VANGUARD INDEX FDS - MID CAP ETFetf/fund | — | $6.3M | 2.1% | 78K | +254% | — | — | 13F |
| 13 | — | ISHARES TR - S&P 100 ETFetf/fund | — | $5.8M | 2.0% | 16K | +121% | — | — | 13F |
| 14 | — | ISHARES TR - 0-3 MTH TREASURYetf/fund | — | $5.3M | 1.8% | 53K | -6% | — | — | 13F |
| 15 | — | SELECT SECTOR SPDR TR - ST STR CARE ETFetf/fund | — | $5.2M | 1.8% | 33K | -20% | — | — | 13F |
| 16 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORPetf/fund | — | $4.8M | 1.6% | 58K | +6% | — | — | 13F |
| 17 | QUALCOMM INC/DE | Technology | $4.5M | 1.5% | 24K | +6% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | AMAZON COM INC | Consumer Discretionary | $4.4M | 1.5% | 18K | -36% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | SCHWAB STRATEGIC TR - US TIPS ETFetf/fund | — | $4.3M | 1.5% | 164K | -10% | — | — | 13F |
| 20 | — | VANGUARD MALVERN FDS - STRM INFPROIDXetf/fund | — | $4.3M | 1.5% | 86K | +2% | — | — | 13F |
| 21 | — | ISHARES TR - 1 3 YR TREAS BDetf/fund | — | $4.1M | 1.4% | 50K | +0.8% | — | — | 13F |
| 22 | MICRON TECHNOLOGY INC | Technology | $4.0M | 1.4% | 3,506 | +8% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | SELECT SECTOR SPDR TR - ST STR FINL ETFetf/fund | — | $3.7M | 1.3% | 69K | -7% | — | — | 13F |
| 24 | — | ISHARES TR - CORE MSCI EAFEetf/fund | — | $3.5M | 1.2% | 37K | -16% | — | — | 13F |
| 25 | ELI LILLY & Co | Healthcare | $3.5M | 1.2% | 2,906 | -34% | 6+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES TR - MSCI EMG MKT ETF | — | $3.4M | 1.1% | 49K | -21% | |||
| 27 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $3.3M | 1.1% | 15K | +44% | |||
| 28 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $3.2M | 1.1% | 8,646 | +141% | |||
| 29 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $3.2M | 1.1% | 63K | -6% | |||
| 30 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $3.1M | 1.1% | 16K | -7% | |||
| 31 | $GLD | SPDR GOLD TRUST | Financials | $2.9M | 1.0% | 7,991 | -9% | |||
| 32 | $V | VISA INC. | Financials | $2.8M | 0.9% | 8,172 | +6% | |||
| 33 | — | ISHARES TR - RUSSELL 2000 ETF | — | $2.5M | 0.9% | 8,435 | -24% | |||
| 34 | — | ISHARES TR - RUSSELL 3000 ETF | — | $2.5M | 0.8% | 5,763 | -9% | |||
| 35 | $AMRZ | Amrize Ltd | Materials | $2.3M | 0.8% | 44K | +355% | |||
| 36 | — | ISHARES TR - TIPS BD ETF | — | $2.2M | 0.8% | 21K | +3% | |||
| 37 | $SNDK | Sandisk Corp | Technology | $2.2M | 0.8% | 982 | +192% | |||
| 38 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $2.2M | 0.8% | 51K | New | |||
| 39 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $2.2M | 0.7% | 14K | -10% | |||
| 40 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.1M | 0.7% | 23K | +32% | |||
| 41 | $AVGO | Broadcom Inc. | Technology | $1.9M | 0.6% | 4,965 | +7% | |||
| 42 | — | PIMCO ETF TR - 15+ YR US TIPS | — | $1.9M | 0.6% | 37K | -39% | |||
| 43 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $1.9M | 0.6% | 14K | +25% | |||
| 44 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.9M | 0.6% | 26K | -4% | |||
| 45 | $GLW | CORNING INC /NY | Materials | $1.8M | 0.6% | 6,890 | -4% | |||
| 46 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.7M | 0.6% | 3,404 | -19% | |||
| 47 | $STX | Seagate Technology Holdings plc | Technology | $1.7M | 0.6% | 1,735 | New | |||
| 48 | $LRCX | LAM RESEARCH CORP | Technology | $1.6M | 0.6% | 3,785 | +121% | |||
| 49 | $PEP | PEPSICO INC | Consumer Staples | $1.6M | 0.5% | 12K | +125% | |||
| 50 | — | J P MORGAN EXCHANGE TRADED F - DIV RTN INT EQ | — | $1.6M | 0.5% | 22K | -15% | |||
| 51 | $GE | GENERAL ELECTRIC CO | Industrials | $1.4M | 0.5% | 3,827 | -14% | |||
| 52 | — | MANAGER DIRECTED PORTFOLIOS - SANJ ALPH BD ETF | — | $1.4M | 0.5% | 56K | -4% | |||
| 53 | — | MANAGER DIRECTED PORTFOLIOS - SANJ ALP LOW ETF | — | $1.4M | 0.5% | 56K | -4% | |||
| 54 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.4M | 0.5% | 11K | +255% | |||
| 55 | $INTU | INTUIT INC. | Technology | $1.4M | 0.5% | 5,191 | +11% | |||
| 56 | — | ISHARES TR - CORE 80 20 ETF | — | $1.3M | 0.5% | 14K | -9% | |||
| 57 | $NFLX | NETFLIX INC | Communication Services | $1.3M | 0.5% | 19K | +548% | |||
| 58 | $GEV | GE Vernova Inc. | Industrials | $1.3M | 0.4% | 1,105 | +328% | |||
| 59 | $NET | Cloudflare, Inc. | Technology | $1.3M | 0.4% | 5,155 | -0.0% | |||
| 60 | $ANET | Arista Networks, Inc. | Technology | $1.2M | 0.4% | 6,866 | +41% | |||
| 61 | $LMT | LOCKHEED MARTIN CORP | Industrials | $1.2M | 0.4% | 2,259 | New | |||
| 62 | $JPM | JPMORGAN CHASE & CO | Financials | $1.1M | 0.4% | 3,490 | -3% | |||
| 63 | $CRDO | Credo Technology Group Holding Ltd | Technology | $1.1M | 0.4% | 4,145 | New | |||
| 64 | — | COLLABORATIVE INVESTMNT SER - RAREVIEW SYS EQT | — | $1.1M | 0.4% | 28K | New | |||
| 65 | $BE | Bloom Energy Corp | Technology | $1.1M | 0.4% | 3,628 | New | |||
| 66 | $NOW | ServiceNow, Inc. | Technology | $1.1M | 0.4% | 11K | +55% | |||
| 67 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $1.1M | 0.4% | 21K | -87% | |||
| 68 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.0M | 0.3% | 1,398 | -27% | |||
| 69 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $987K | 0.3% | 1,339 | -29% | |||
| 70 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $985K | 0.3% | 14K | -21% | |||
| 71 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $985K | 0.3% | 15K | New | |||
| 72 | $VRT | Vertiv Holdings Co | Technology | $979K | 0.3% | 2,925 | -26% | |||
| 73 | $VST | Vistra Corp. | Utilities | $953K | 0.3% | 6,009 | New | |||
| 74 | — | ISHARES TR - CORE S&P MCP ETF | — | $949K | 0.3% | 12K | New | |||
| 75 | $PODD | INSULET CORP | Healthcare | $942K | 0.3% | 6,185 | +36% | |||
| 76 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $805K | 0.3% | 474 | New | |||
| 77 | $TM | TOYOTA MOTOR CORP/ | Consumer Discretionary | $796K | 0.3% | 4,724 | +39% | |||
| 78 | $CRM | Salesforce, Inc. | Technology | $780K | 0.3% | 4,982 | -59% | |||
| 79 | $IBIT | iShares Bitcoin Trust ETF | Financials | $774K | 0.3% | 23K | -7% | |||
| 80 | $APP | AppLovin Corp | Technology | $760K | 0.3% | 1,476 | -10% | |||
| 81 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $749K | 0.3% | 1 | — | |||
| 82 | $MKC | MCCORMICK & CO INC | Consumer Staples | $739K | 0.3% | 15K | +19% | |||
| 83 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $728K | 0.3% | 2,064 | -48% | |||
| 84 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $687K | 0.2% | 999 | -0.6% | |||
| 85 | — | ISHARES TR - RUS MD CP GR ETF | — | $665K | 0.2% | 4,540 | -48% | |||
| 86 | $FISV | FISERV INC | Financials | $659K | 0.2% | 13K | -22% | |||
| 87 | — | ISHARES TR - NEW YORK MUN ETF | — | $628K | 0.2% | 12K | +28% | |||
| 88 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $622K | 0.2% | 2,212 | New | |||
| 89 | $EMR | EMERSON ELECTRIC CO | Industrials | $592K | 0.2% | 4,134 | — | |||
| 90 | $MA | Mastercard Inc | Financials | $590K | 0.2% | 1,149 | +16% | |||
| 91 | $SPGI | S&P Global Inc. | Financials | $579K | 0.2% | 1,502 | +214% | |||
| 92 | $BX | Blackstone Inc. | Financials | $563K | 0.2% | 4,785 | — | |||
| 93 | — | J P MORGAN EXCHANGE TRADED F - DIV RTN EM EQT | — | $558K | 0.2% | 8,883 | -15% | |||
| 94 | $PM | Philip Morris International Inc. | Consumer Staples | $552K | 0.2% | 3,048 | +8% | |||
| 95 | $WMT | Walmart Inc. | Consumer Staples | $523K | 0.2% | 4,619 | -8% | |||
| 96 | $GOOG | Alphabet Inc. | Technology | $517K | 0.2% | 1,464 | +0.1% | |||
| 97 | $SAN | Banco Santander, S.A. | Financials | $488K | 0.2% | 35K | — | |||
| 98 | $ALAB | Astera Labs, Inc. | Technology | $483K | 0.2% | 1,000 | New | |||
| 99 | $MCD | MCDONALDS CORP | Consumer Discretionary | $459K | 0.2% | 1,696 | -57% | |||
| 100 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $441K | 0.1% | 610 | -43% | |||
| 101 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $441K | 0.1% | 1,454 | -16% | |||
| 102 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAN DIVER | — | $436K | 0.1% | 3,109 | -1% | |||
| 103 | $CAT | CATERPILLAR INC | Industrials | $421K | 0.1% | 395 | — | |||
| 104 | — | ISHARES TR - CORE 60 BALA ETF | — | $415K | 0.1% | 5,966 | -10% | |||
| 105 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $411K | 0.1% | 9,711 | +12% | |||
| 106 | $CSCO | CISCO SYSTEMS, INC. | Technology | $407K | 0.1% | 3,464 | +0.2% | |||
| 107 | $UBER | Uber Technologies, Inc | Technology | $397K | 0.1% | 5,495 | +60% | |||
| 108 | $INTC | INTEL CORP | Technology | $383K | 0.1% | 2,744 | -85% | |||
| 109 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | — | $376K | 0.1% | 7,067 | — | |||
| 110 | — | PROSHARES TR - ULTRA BITCON ETF | — | $367K | 0.1% | 45K | +62% | |||
| 111 | $DOV | DOVER Corp | Industrials | $357K | 0.1% | 2,274 | -4% | |||
| 112 | $AON | Aon plc | Financials | $342K | 0.1% | 1,031 | -75% | |||
| 113 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $341K | 0.1% | 364 | +28% | |||
| 114 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $334K | 0.1% | 912 | -54% | |||
| 115 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $325K | 0.1% | 3,031 | +0.9% | |||
| 116 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $313K | 0.1% | 5,550 | New | |||
| 117 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $313K | 0.1% | 2,896 | -93% | |||
| 118 | $MRK | Merck & Co., Inc. | Healthcare | $311K | 0.1% | 2,418 | — | |||
| 119 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $308K | 0.1% | 2,035 | -1% | |||
| 120 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $308K | 0.1% | 1,612 | -17% | |||
| 121 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $288K | 0.1% | 2,678 | -83% | |||
| 122 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $278K | 0.1% | 2,720 | +0.3% | |||
| 123 | $DIS | Walt Disney Co | Communication Services | $276K | 0.1% | 2,872 | +27% | |||
| 124 | $USB | US BANCORP \DE\ | Financials | $270K | 0.1% | 4,468 | -6% | |||
| 125 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $260K | 0.1% | 4,891 | -1% | |||
| 126 | $MFC | MANULIFE FINANCIAL CORP | Financials | $258K | 0.1% | 6,367 | — | |||
| 127 | $BFS | SAUL CENTERS, INC. | Real Estate | $254K | 0.1% | 6,785 | -84% | |||
| 128 | $CIEN | CIENA CORP | Technology | $246K | 0.1% | 501 | New | |||
| 129 | $GS | GOLDMAN SACHS GROUP INC | Financials | $239K | 0.1% | 236 | New | |||
| 130 | $ABBV | AbbVie Inc. | Healthcare | $238K | 0.1% | 944 | +0.7% | |||
| 131 | $ED | CONSOLIDATED EDISON INC | Utilities | $237K | 0.1% | 2,138 | +0.0% | |||
| 132 | $CIM | CHIMERA INVESTMENT CORP | Real Estate | $234K | 0.1% | 18K | -78% | |||
| 133 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $233K | 0.1% | 985 | +0.1% | |||
| 134 | — | AGF INVTS TR - US MARKET NETRL | — | $228K | 0.1% | 20K | -18% | |||
| 135 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $222K | 0.1% | 535 | -94% | |||
| 136 | — | PIMCO ETF TR - MULTISECTOR BD | — | $221K | 0.1% | 8,336 | New | |||
| 137 | $SNY | Sanofi | Healthcare | $218K | 0.1% | 5,110 | New | |||
| 138 | $TSLA | Tesla, Inc. | Consumer Discretionary | $205K | 0.1% | 487 | -86% | |||
| 139 | $FSK | FS KKR Capital Corp | Other | $195K | 0.1% | 19K | -10% | |||
| 140 | $FSCO | FS Credit Opportunities Corp. | Other | $153K | 0.1% | 31K | -2% | |||
| 141 | $NOMD | Nomad Foods Ltd | Consumer Staples | $117K | 0.0% | 11K | New | |||
| 142 | $NMFC | New Mountain Finance Corp | Other | $113K | 0.0% | 16K | +25% | |||
| 143 | $CULP | CULP INC | Consumer Discretionary | $57K | 0.0% | 18K | -75% |
What changed in Q2 2026
Against the previous quarter's 13F: 19 new, 51 added to, 65 trimmed, 17 sold out. Share-count changes; largest moves by dollar size first.
New positions (19)
- PGIM ETF TR - AAA CLO ETF$6.8M
first bought this quarter
$BSXBOSTON SCIENTIFIC CORP$2.2M
first bought this quarter
$STXSeagate Technology Holdings plc$1.7M
first bought this quarter
$LMTLOCKHEED MARTIN CORP$1.2M
first bought this quarter
$CRDOCredo Technology Group Holding Ltd$1.1M
first bought this quarter
- COLLABORATIVE INVESTMNT SER - RAREVIEW SYS EQT$1.1M
first bought this quarter
+13 more in the Excel export
Added to (51)
- VANGUARD INDEX FDS - MID CAP ETF+254%
now $6.3M
- ISHARES TR - S&P 100 ETF+121%
now $5.8M
- SCHWAB STRATEGIC TR - US LCAP GR ETF+50%
now $9.2M
now $7.7M · held 6+ qtrs, 2 adds in a row
- VANGUARD INDEX FDS - TOTAL STK MKT+141%
now $3.2M
$AMRZAmrize Ltd+355%
now $2.3M · held 2 qtrs, 2 adds in a row
+45 more in the Excel export
Trimmed (65)
- JANUS DETROIT STR TR - HENDRSON AAA CL-87%
now $1.1M
$PFHPRUDENTIAL FINANCIAL INC-93%
now $313K · held 2 qtrs
$UNHUNITEDHEALTH GROUP INC-94%
now $222K · held 4 qtrs
now $4.4M · held 6+ qtrs
$INTCINTEL CORP-85%
now $383K · held 2 qtrs
$LLYELI LILLY & Co-34%
now $3.5M · held 6+ qtrs, 2 trims in a row
+59 more in the Excel export
Sold out (17)
$CHCTCommunity Healthcare Trust Incwas $1.2M
held 5+ qtrs
$DOCHEALTHPEAK PROPERTIES, INC.was $1.2M
held 5+ qtrs
$EGEVEREST GROUP, LTD.was $998K
held 1 qtr
$OKEONEOK INC /NEW/was $922K
held 1 qtr
$CNICANADIAN NATIONAL RAILWAY COwas $874K
held 3 qtrs
$OCSLOaktree Specialty Lending Corpwas $769K
+11 more in the Excel export
Holdings by quarter
Every 13F WEALTHEDGE INVESTMENT ADVISORS, LLC has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow WEALTHEDGE INVESTMENT ADVISORS?
Q2 2026 13F filed with the SEC on Jul 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of WEALTHEDGE INVESTMENT ADVISORS's top 20 holdings: 79/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+5.7%
Value-weighted move of the 10 largest stock positions
Turnover
19%
Last quarter; 70% over the last 4
Top 10 weight
37%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
72%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
WEALTHEDGE INVESTMENT ADVISORS, LLC disclosed 143 positions worth $294.1M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 6.5% of the equity portfolio, followed by $MSFT and $AAPL. During the quarter the fund opened 19 new positions and exited 17 and a full exit from $CHCT. The portfolio is most concentrated in Other (52.5% of disclosed assets). All figures are sourced directly from WEALTHEDGE INVESTMENT ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 2058455.
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AI-Powered Hedge Fund Analysis: WEALTHEDGE INVESTMENT ADVISORS, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For WEALTHEDGE INVESTMENT ADVISORS, LLC (SEC CIK: 2058455), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in WEALTHEDGE INVESTMENT ADVISORS, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.