Institutional
WEALTHEDGE INVESTMENT ADVISORS, LLC
CIK 0002058455
$294.1M
Reported AUM
143
Positions
Q2 2026
Period
2026-07-21
Filed
Editorial summary
Summary for WEALTHEDGE INVESTMENT ADVISORS, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $729.62 | -1.52% | 20.48% | 75.54% | $19.0M | 6.46% | — | HELD |
| 2 | MSFT | MICROSOFT CORP | $390.50 | -0.72% | -24.89% | 34.54% | $13.1M | 4.45% | — | HELD |
| 3 | AAPL | APPLE INC | $338.10 | -0.58% | 67.77% | 128.17% | $12.4M | 4.23% | — | HELD |
| 4 | NVDA | NVIDIA CORPORATION | $190.16 | -3.48% | 13.56% | 782.99% | $10.5M | 3.56% | — | HELD |
| 5 | GOOGL | ALPHABET INC | $336.30 | 0.78% | 76.51% | 132.04% | $10.1M | 3.45% | — | HELD |
| 6 | AGG | ISHARES TR | $97.55 | -0.38% | 2.27% | -1.35% | $9.3M | 3.15% | — | HELD |
| 7 | SCHG | SCHWAB STRATEGIC TR | $33.24 | -1.48% | 13.95% | 75.19% | $9.2M | 3.12% | — | HELD |
| 8 | VTV | VANGUARD INDEX FDS | $219.80 | -1.43% | 28.86% | 76.13% | $9.0M | 3.05% | — | HELD |
| 9 | IVV | ISHARES TR | $733.37 | -1.46% | 20.42% | 75.78% | $8.5M | 2.90% | — | HELD |
| 10 | META | META PLATFORMS INC | $585.07 | -1.41% | -20.62% | 57.79% | $7.7M | 2.63% | — | HELD |
| 11 | PAAA | PGIM ETF TR | $51.45 | -0.02% | 4.95% | 19.75% | $6.8M | 2.33% | — | HELD |
| 12 | VO | VANGUARD INDEX FDS | $80.64 | -0.87% | 16.56% | 41.14% | $6.3M | 2.13% | — | HELD |
| 13 | OEF | ISHARES TR | $358.27 | -1.63% | 18.60% | 83.86% | $5.8M | 1.98% | — | HELD |
| 14 | SGOV | ISHARES TR | $100.68 | 0.02% | 3.78% | 19.62% | $5.3M | 1.82% | — | HELD |
| 15 | XLV | SELECT SECTOR SPDR TR | $166.24 | -0.61% | 29.78% | 34.14% | $5.2M | 1.77% | — | HELD |
| 16 | VCIT | VANGUARD SCOTTSDALE FDS | $81.26 | -0.31% | 2.51% | 3.92% | $4.8M | 1.63% | — | HELD |
| 17 | QCOM | QUALCOMM INC | $156.16 | -4.13% | 7.27% | 18.23% | $4.5M | 1.54% | — | HELD |
| 18 | AMZN | AMAZON COM INC | $226.46 | -1.91% | 7.50% | 33.03% | $4.4M | 1.49% | — | HELD |
| 19 | SCHP | SCHWAB STRATEGIC TR | $26.14 | 0.11% | 1.97% | 1.68% | $4.3M | 1.48% | — | HELD |
| 20 | VTIP | VANGUARD MALVERN FDS | $49.68 | 0.22% | 2.90% | 16.06% | $4.3M | 1.46% | — | HELD |
| 21 | SHY | ISHARES TR | $81.99 | 0.06% | 2.45% | 9.16% | $4.1M | 1.39% | — | HELD |
| 22 | MU | MICRON TECHNOLOGY INC | $740.40 | -9.77% | 683.61% | 1041.72% | $4.0M | 1.38% | — | HELD |
| 23 | XLF | SELECT SECTOR SPDR TR | $56.68 | -1.60% | 12.30% | 61.42% | $3.7M | 1.27% | — | HELD |
| 24 | IEFA | ISHARES TR | $96.23 | -0.54% | 22.68% | 48.50% | $3.5M | 1.21% | — | HELD |
| 25 | LLY | ELI LILLY & CO | $1211.59 | -0.74% | 61.25% | 393.83% | $3.5M | 1.19% | — | HELD |
| 26 | EEM | ISHARES TR | $61.08 | -2.06% | 29.18% | 31.06% | $3.4M | 1.15% | — | HELD |
| 27 | PGR | PROGRESSIVE CORP | $220.00 | 0.22% | -2.82% | 155.24% | $3.3M | 1.14% | — | HELD |
| 28 | VTI | VANGUARD INDEX FDS | $360.52 | -1.49% | 21.10% | 68.36% | $3.2M | 1.09% | — | HELD |
| 29 | JPST | J P MORGAN EXCHANGE TRADED F | $50.54 | 0.04% | 3.86% | 19.88% | $3.2M | 1.08% | — | HELD |
| 30 | XLK | SELECT SECTOR SPDR TR | $166.56 | -2.65% | 33.81% | 123.64% | $3.1M | 1.06% | — | HELD |
| 31 | GLD | SPDR GOLD TR | $371.00 | 0.44% | — | — | $2.9M | 1.00% | — | HELD |
| 32 | V | VISA INC | $369.54 | 0.80% | — | — | $2.8M | 0.95% | — | HELD |
| 33 | IWM | ISHARES TR | $288.64 | -1.61% | — | — | $2.5M | 0.86% | — | HELD |
| 34 | IWV | ISHARES TR | $415.81 | -1.46% | — | — | $2.5M | 0.84% | — | HELD |
| 35 | AMRZ | AMRIZE LTD | $49.46 | -1.81% | — | — | $2.3M | 0.80% | — | HELD |
| 36 | TIP | ISHARES TR | $107.77 | 0.10% | — | — | $2.2M | 0.76% | — | HELD |
| 37 | SNDK | SANDISK CORP | $1013.47 | -7.54% | — | — | $2.2M | 0.76% | — | HELD |
| 38 | BSX | BOSTON SCIENTIFIC CORP | $46.06 | 0.00% | — | — | $2.2M | 0.75% | — | HELD |
| 39 | VYM | VANGUARD WHITEHALL FDS | $161.67 | -1.32% | — | — | $2.2M | 0.74% | — | HELD |
| 40 | ABT | ABBOTT LABORATORIES | $108.07 | 0.75% | — | — | $2.1M | 0.71% | — | HELD |
| 41 | AVGO | BROADCOM INC | $370.73 | -2.67% | — | — | $1.9M | 0.64% | — | HELD |
| 42 | LTPZ | PIMCO ETF TR | $48.24 | -0.82% | — | — | $1.9M | 0.63% | — | HELD |
| 43 | BR | BROADRIDGE FINL SOLUTIONS IN | $159.20 | 0.64% | — | — | $1.9M | 0.63% | — | HELD |
| 44 | VEA | VANGUARD TAX-MANAGED FDS | $68.98 | -0.89% | — | — | $1.9M | 0.63% | — | HELD |
| 45 | GLW | CORNING INC | $124.06 | -1.55% | — | — | $1.8M | 0.60% | — | HELD |
| 46 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $1.7M | 0.58% | — | HELD |
| 47 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $764.12 | 2.25% | — | — | $1.7M | 0.57% | — | HELD |
| 48 | LRCX | LAM RESEARCH CORP | $252.35 | -6.40% | — | — | $1.6M | 0.56% | — | HELD |
| 49 | PEP | PEPSICO INC | $143.50 | 0.45% | — | — | $1.6M | 0.54% | — | HELD |
| 50 | JPIN | J P MORGAN EXCHANGE TRADED F | $74.30 | -0.05% | — | — | $1.6M | 0.53% | — | HELD |
| 51 | GE | GE AEROSPACE | $350.79 | -3.52% | — | — | $1.4M | 0.49% | — | HELD |
| 52 | SJCP | MANAGER DIRECTED PORTFOLIOS | $25.05 | 0.04% | — | — | $1.4M | 0.48% | — | HELD |
| 53 | SJLD | MANAGER DIRECTED PORTFOLIOS | $25.23 | 0.08% | — | — | $1.4M | 0.47% | — | HELD |
| 54 | IWF | ISHARES TR | $114.05 | -2.09% | — | — | $1.4M | 0.47% | — | HELD |
| 55 | INTU | INTUIT | $333.13 | 6.43% | — | — | $1.4M | 0.46% | — | HELD |
| 56 | AOA | ISHARES TR | $95.03 | -0.99% | — | — | $1.3M | 0.46% | — | HELD |
| 57 | NFLX | NETFLIX INC. | $73.62 | 1.71% | — | — | $1.3M | 0.45% | — | HELD |
| 58 | GEV | GE VERNOVA INC | $899.77 | -4.62% | — | — | $1.3M | 0.44% | — | HELD |
| 59 | NET | CLOUDFLARE INC | $270.38 | 2.38% | — | — | $1.3M | 0.43% | — | HELD |
| 60 | ANET | ARISTA NETWORKS INC | $157.80 | -7.02% | — | — | $1.2M | 0.40% | — | HELD |
| 61 | LMT | LOCKHEED MARTIN CORP | $569.33 | -2.06% | — | — | $1.2M | 0.39% | — | HELD |
| 62 | JPM | JPMORGAN CHASE & CO | $345.27 | -3.37% | — | — | $1.1M | 0.39% | — | HELD |
| 63 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $177.51 | -7.68% | — | — | $1.1M | 0.38% | — | HELD |
| 64 | RSEE | COLLABORATIVE INVESTMNT SER | $37.06 | -2.10% | — | — | $1.1M | 0.38% | — | HELD |
| 65 | BE | BLOOM ENERGY CORP | $163.83 | -1.80% | — | — | $1.1M | 0.37% | — | HELD |
| 66 | NOW | SERVICENOW INC | $115.81 | 4.69% | — | — | $1.1M | 0.37% | — | HELD |
| 67 | JAAA | JANUS DETROIT STR TR | $50.66 | 0.02% | — | — | $1.1M | 0.36% | — | HELD |
| 68 | QURE | QUANTA SVCS INC | $40.07 | 9.30% | — | — | $1.0M | 0.34% | — | HELD |
| 69 | QQQ | INVESCO QQQ TR | $661.60 | -2.06% | — | — | $987K | 0.34% | — | HELD |
| 70 | JQUA | J P MORGAN EXCHANGE TRADED F | $71.60 | -0.64% | — | — | $985K | 0.34% | — | HELD |
| 71 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $71.90 | 12.15% | — | — | $985K | 0.33% | — | HELD |
| 72 | VRT | VERTIV HOLDINGS CO | $223.56 | -17.06% | — | — | $979K | 0.33% | — | HELD |
| 73 | VST | VISTRA CORP | $142.89 | -3.87% | — | — | $953K | 0.32% | — | HELD |
| 74 | IJH | ISHARES TR | $74.73 | -1.71% | — | — | $949K | 0.32% | — | HELD |
| 75 | PODD | INSULET CORP | $170.62 | 1.88% | — | — | $942K | 0.32% | — | HELD |
| 76 | MELI | MERCADOLIBRE INC | $1863.31 | 0.04% | — | — | $805K | 0.27% | — | HELD |
| 77 | TM | TOYOTA MOTOR CORP | $192.84 | 3.51% | — | — | $796K | 0.27% | — | HELD |
| 78 | CRM | SALESFORCE INC | $188.46 | 3.83% | — | — | $780K | 0.27% | — | HELD |
| 79 | IBIT | ISHARES BITCOIN TRUST ETF | $36.00 | -0.39% | — | — | $774K | 0.26% | — | HELD |
| 80 | APP | APPLOVIN CORP | $399.46 | -4.49% | — | — | $760K | 0.26% | — | HELD |
| 81 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $749K | 0.25% | — | HELD |
| 82 | MKC | MCCORMICK & CO INC | $51.99 | 0.89% | — | — | $739K | 0.25% | — | HELD |
| 83 | HD | HOME DEPOT INC | $338.42 | -1.75% | — | — | $728K | 0.25% | — | HELD |
| 84 | VOO | VANGUARD INDEX FDS | $670.55 | -1.53% | — | — | $687K | 0.23% | — | HELD |
| 85 | IWP | ISHARES TR | $134.32 | -1.34% | — | — | $665K | 0.23% | — | HELD |
| 86 | FISV | FISERV INC | $55.63 | 2.62% | — | — | $659K | 0.22% | — | HELD |
| 87 | NYF | ISHARES TR | $52.97 | -0.09% | — | — | $628K | 0.21% | — | HELD |
| 88 | IBM | INTERNATIONAL BUSINESS MACHS | $226.60 | -0.42% | — | — | $622K | 0.21% | — | HELD |
| 89 | EMR | EMERSON ELEC CO | $145.73 | -4.01% | — | — | $592K | 0.20% | — | HELD |
| 90 | MA | MASTERCARD INCORPORATED | $563.56 | 0.14% | — | — | $590K | 0.20% | — | HELD |
| 91 | SPGI | S&P GLOBAL INC | $419.89 | -1.05% | — | — | $579K | 0.20% | — | HELD |
| 92 | BX | BLACKSTONE INC | $129.40 | -3.36% | — | — | $563K | 0.19% | — | HELD |
| 93 | JPEM | J P MORGAN EXCHANGE TRADED F | $63.68 | -0.49% | — | — | $558K | 0.19% | — | HELD |
| 94 | PM | PHILIP MORRIS INTL INC | $198.43 | -0.87% | — | — | $552K | 0.19% | — | HELD |
| 95 | WMT | WALMART INC | $114.19 | 0.97% | — | — | $523K | 0.18% | — | HELD |
| 96 | GOOG | ALPHABET INC | $335.92 | 1.00% | — | — | $517K | 0.18% | — | HELD |
| 97 | SAN | BANCO SANTANDER SA | $13.38 | -4.29% | — | — | $488K | 0.17% | — | HELD |
| 98 | ALAB | ASTERA LABS INC | $249.70 | -4.05% | — | — | $483K | 0.16% | — | HELD |
| 99 | MCD | MCDONALDS CORP | $271.51 | -0.55% | — | — | $459K | 0.16% | — | HELD |
| 100 | AMAT | APPLIED MATLS INC | $436.45 | -8.40% | — | — | $441K | 0.15% | — | HELD |
| 101 | VB | VANGUARD INDEX FDS | — | — | — | — | $441K | 0.15% | — | HELD |
| 102 | JPUS | J P MORGAN EXCHANGE TRADED F | — | — | — | — | $436K | 0.15% | — | HELD |
| 103 | CAT | CATERPILLAR INC | — | — | — | — | $421K | 0.14% | — | HELD |
| 104 | AOR | ISHARES TR | — | — | — | — | $415K | 0.14% | — | HELD |
| 105 | VZ | VERIZON COMMUNICATIONS INC | — | — | — | — | $411K | 0.14% | — | HELD |
| 106 | CSCO | CISCO SYS INC | — | — | — | — | $407K | 0.14% | — | HELD |
| 107 | UBER | UBER TECHNOLOGIES INC | — | — | — | — | $397K | 0.13% | — | HELD |
| 108 | INTC | INTEL CORP | — | — | — | — | $383K | 0.13% | — | HELD |
| 109 | AKRE | PROFESIONALLY MANAGED PORTFO | — | — | — | — | $376K | 0.13% | — | HELD |
| 110 | BITU | PROSHARES TR | — | — | — | — | $367K | 0.12% | — | HELD |
| 111 | VT | VANGUARD INTL EQUITY INDEX F | — | — | — | — | $357K | 0.12% | — | HELD |
| 112 | AON | AON PLC | — | — | — | — | $342K | 0.12% | — | HELD |
| 113 | COST | COSTCO WHOLESALE CORPORATION | — | — | — | — | $341K | 0.12% | — | HELD |
| 114 | VBK | VANGUARD INDEX FDS | — | — | — | — | $334K | 0.11% | — | HELD |
| 115 | XLC | SELECT SECTOR SPDR TR | — | — | — | — | $325K | 0.11% | — | HELD |
| 116 | JEPI | J P MORGAN EXCHANGE TRADED F | — | — | — | — | $313K | 0.11% | — | HELD |
| 117 | PRU | PRUDENTIAL FINL INC | — | — | — | — | $313K | 0.11% | — | HELD |
| 118 | MRK | MERCK & CO INC | — | — | — | — | $311K | 0.11% | — | HELD |
| 119 | TJX | TJX COS INC NEW | — | — | — | — | $308K | 0.10% | — | HELD |
| 120 | CRWD | CROWDSTRIKE HLDGS INC | — | — | — | — | $308K | 0.10% | — | HELD |
| 121 | UPS | UNITED PARCEL SVCS INC | — | — | — | — | $288K | 0.10% | — | HELD |
| 122 | SBUX | STARBUCKS CORP | — | — | — | — | $278K | 0.09% | — | HELD |
| 123 | DIS | DISNEY WALT CO | — | — | — | — | $276K | 0.09% | — | HELD |
| 124 | USB | US BANCORP | — | — | — | — | $270K | 0.09% | — | HELD |
| 125 | XLE | SELECT SECTOR SPDR TR | — | — | — | — | $260K | 0.09% | — | HELD |
| 126 | MFC | MANULIFE FINL CORP | — | — | — | — | $258K | 0.09% | — | HELD |
| 127 | BFS | SAUL CTRS INC | — | — | — | — | $254K | 0.09% | — | HELD |
| 128 | CIEN | CIENA CORP | — | — | — | — | $246K | 0.08% | — | HELD |
| 129 | GS | GOLDMAN SACHS GROUP INC | — | — | — | — | $239K | 0.08% | — | HELD |
| 130 | ABBV | ABBVIE INC | — | — | — | — | $238K | 0.08% | — | HELD |
| 131 | ED | CONSOLIDATED EDISON INC | — | — | — | — | $237K | 0.08% | — | HELD |
| 132 | CIM | CHIMERA INVT CORP | — | — | — | — | $234K | 0.08% | — | HELD |
| 133 | VIG | VANGUARD SPECIALIZED FUNDS | — | — | — | — | $233K | 0.08% | — | HELD |
| 134 | BTAL | AGF INVTS TR | — | — | — | — | $228K | 0.08% | — | HELD |
| 135 | UNH | UNITEDHEALTH GROUP INC | — | — | — | — | $222K | 0.08% | — | HELD |
| 136 | PYLD | PIMCO ETF TR | — | — | — | — | $221K | 0.08% | — | HELD |
| 137 | SNY | SANOFI SA | — | — | — | — | $218K | 0.07% | — | HELD |
| 138 | TSLA | TESLA INC | — | — | — | — | $205K | 0.07% | — | HELD |
| 139 | FSK | FS KKR CAP CORP | — | — | — | — | $195K | 0.07% | — | HELD |
| 140 | FSCO | FS CREDIT OPPORTUNITIES CORP | — | — | — | — | $153K | 0.05% | — | HELD |
| 141 | NOMD | NOMAD FOODS LTD | — | — | — | — | $117K | 0.04% | — | HELD |
| 142 | NMFC | NEW MTN FIN CORP | — | — | — | — | $113K | 0.04% | — | HELD |
| 143 | CULP | CULP INC | — | — | — | — | $57K | 0.02% | — | HELD |
Source: SEC EDGAR · accession 0002058455-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.