Wealthedge Investment Advisors

NEW YORK, NYfiles as WEALTHEDGE INVESTMENT ADVISORS, LLC

$294m in 143 US stocks at the end of 30 June 2026. The top 10 are 37.0% of the money. It changed about 18.5% of the portfolio this quarter.

Value

$294m

Stocks

143

Top 10 share

37.0%

Turnover

18.5%

What changed this quarter

New

Bought for the first time this quarter.

Pgim ETF TRPAAA
2.3% of the fund
Boston ScientificBSX
0.7% of the fund
Seagate Technology HoldingsSTX
0.6% of the fund
Lockheed MartinLMT
0.4% of the fund
Credo Technology Group HoldingCRDO
0.4% of the fund
Collaborative Investmnt SERRSEE
0.4% of the fund
Bloom EnergyBE
0.4% of the fund
GE HealthCare TechnologiesGEHC
0.3% of the fund
VistraVST
0.3% of the fund
Ishares TRIJH
0.3% of the fund
MercadoLibreMELI
0.3% of the fund
International Business MachinesIBM
0.2% of the fund
Astera LabsALAB
0.2% of the fund
J P Morgan Exchange Traded FJEPI
0.1% of the fund
CienaCIEN
<0.1% of the fund
Goldman Sachs GroupGS
<0.1% of the fund
Pimco ETF TRPYLD
<0.1% of the fund
Sanofi SASNY
<0.1% of the fund
Nomad FoodsNOMD
<0.1% of the fund

Added

Bought more of a stock they already held.

State STR Spdr S&P 500 ETF TSPY
6.5% of the fund
+5%
MicrosoftMSFT
4.5% of the fund
+2%
NvidiaNVDA
3.6% of the fund
+4%
Ishares TRAGG
3.1% of the fund
+2%
Schwab Strategic TRSCHG
3.1% of the fund
+50%
Vanguard Index FDSVTV
3.0% of the fund
+17%
Meta PlatformsMETA
2.6% of the fund
+37%
Ishares TROEF
2.0% of the fund
+121%
Vanguard Scottsdale FDSVCIT
1.6% of the fund
+6%
QualcommQCOM
1.5% of the fund
+6%
Micron TechnologyMU
1.4% of the fund
+8%
ProgressivePGR
1.1% of the fund
+44%
Vanguard Index FDSVTI
1.1% of the fund
+141%
VisaV
1.0% of the fund
+6%
AmrizeAMRZ
0.8% of the fund
+355%
Ishares TRTIP
0.8% of the fund
+3%
SandiskSNDK
0.8% of the fund
+192%
Abbott LaboratoriesABT
0.7% of the fund
+32%
BroadcomAVGO
0.6% of the fund
+7%
Broadridge Financial SolutionsBR
0.6% of the fund
+25%
Lam ResearchLRCX
0.6% of the fund
+121%
PepsiCoPEP
0.5% of the fund
+125%
IntuitINTU
0.5% of the fund
+11%
NetflixNFLX
0.5% of the fund
+548%
GE VernovaGEV
0.4% of the fund
+328%

Cut

Sold some of their stake.

AppleAAPL
4.2% of the fund
-5%
AlphabetGOOGL
3.4% of the fund
-8%
Ishares TRIVV
2.9% of the fund
-5%
Vanguard Index FDSVO
2.1% of the fund
-11%
Ishares TRSGOV
1.8% of the fund
-6%
Select Sector Spdr TRXLV
1.8% of the fund
-20%
Amazon.comAMZN
1.5% of the fund
-36%
Schwab Strategic TRSCHP
1.5% of the fund
-10%
Select Sector Spdr TRXLF
1.3% of the fund
-7%
Ishares TRIEFA
1.2% of the fund
-16%
Eli LillyLLY
1.2% of the fund
-34%
Ishares TREEM
1.1% of the fund
-21%
J P Morgan Exchange Traded FJPST
1.1% of the fund
-6%
Select Sector Spdr TRXLK
1.1% of the fund
-7%
Spdr Gold TRGLD
1.0% of the fund
-9%
Ishares TRIWM
0.9% of the fund
-24%
Ishares TRIWV
0.8% of the fund
-9%
Vanguard Whitehall FDSVYM
0.7% of the fund
-10%
Pimco ETF TRLTPZ
0.6% of the fund
-39%
Vanguard Tax-Managed FDSVEA
0.6% of the fund
-4%
CorningGLW
0.6% of the fund
-4%
Berkshire HathawayBRK-B
0.6% of the fund
-19%
J P Morgan Exchange Traded FJPIN
0.5% of the fund
-15%
General ElectricGE
0.5% of the fund
-14%
Manager Directed PortfoliosSJCP
0.5% of the fund
-4%

Sold out

Sold their entire stake.

Holdings

State STR Spdr S&P 500 ETF TSPY
Share
6.5%
Value
$19m
Shares
25,436
+5%
MicrosoftMSFT
Share
4.5%
Value
$13m
Shares
35,109
+2%
AppleAAPL
Share
4.2%
Value
$12m
Shares
42,955
-5%
NvidiaNVDA
Share
3.6%
Value
$10m
Shares
52,266
+4%
AlphabetGOOGL
Share
3.4%
Value
$10m
Shares
28,348
-8%
Ishares TRAGG
Share
3.1%
Value
$9m
Shares
93,542
+2%
Schwab Strategic TRSCHG
Share
3.1%
Value
$9m
Shares
271,052
+50%
Vanguard Index FDSVTV
Share
3.0%
Value
$9m
Shares
41,088
+17%
Ishares TRIVV
Share
2.9%
Value
$9m
Shares
11,396
-5%
Meta PlatformsMETA
Share
2.6%
Value
$8m
Shares
13,711
+37%
Pgim ETF TRPAAA
Share
2.3%
Value
$7m
Shares
133,363
New
Vanguard Index FDSVO
Share
2.1%
Value
$6m
Shares
77,658
-11%
Ishares TROEF
Share
2.0%
Value
$6m
Shares
15,940
+121%
Ishares TRSGOV
Share
1.8%
Value
$5m
Shares
53,087
-6%
Select Sector Spdr TRXLV
Share
1.8%
Value
$5m
Shares
32,790
-20%
Vanguard Scottsdale FDSVCIT
Share
1.6%
Value
$5m
Shares
58,117
+6%
QualcommQCOM
Share
1.5%
Value
$5m
Shares
24,456
+6%
Amazon.comAMZN
Share
1.5%
Value
$4m
Shares
18,331
-36%
Schwab Strategic TRSCHP
Share
1.5%
Value
$4m
Shares
163,724
-10%
Vanguard Malvern FDSVTIP
Share
1.5%
Value
$4m
Shares
85,735
Held
Ishares TRSHY
Share
1.4%
Value
$4m
Shares
49,700
Held
Micron TechnologyMU
Share
1.4%
Value
$4m
Shares
3,506
+8%
Select Sector Spdr TRXLF
Share
1.3%
Value
$4m
Shares
69,435
-7%
Ishares TRIEFA
Share
1.2%
Value
$4m
Shares
36,723
-16%
Eli LillyLLY
Share
1.2%
Value
$3m
Shares
2,906
-34%
Ishares TREEM
Share
1.1%
Value
$3m
Shares
49,229
-21%
ProgressivePGR
Share
1.1%
Value
$3m
Shares
15,317
+44%
Vanguard Index FDSVTI
Share
1.1%
Value
$3m
Shares
8,646
+141%
J P Morgan Exchange Traded FJPST
Share
1.1%
Value
$3m
Shares
62,784
-6%
Select Sector Spdr TRXLK
Share
1.1%
Value
$3m
Shares
16,321
-7%
Spdr Gold TRGLD
Share
1.0%
Value
$3m
Shares
7,991
-9%
VisaV
Share
1.0%
Value
$3m
Shares
8,172
+6%
Ishares TRIWM
Share
0.9%
Value
$3m
Shares
8,435
-24%
Ishares TRIWV
Share
0.8%
Value
$2m
Shares
5,763
-9%
AmrizeAMRZ
Share
0.8%
Value
$2m
Shares
44,078
+355%
Ishares TRTIP
Share
0.8%
Value
$2m
Shares
20,524
+3%
SandiskSNDK
Share
0.8%
Value
$2m
Shares
982
+192%
Boston ScientificBSX
Share
0.7%
Value
$2m
Shares
51,395
New
Vanguard Whitehall FDSVYM
Share
0.7%
Value
$2m
Shares
13,794
-10%
Abbott LaboratoriesABT
Share
0.7%
Value
$2m
Shares
22,909
+32%
BroadcomAVGO
Share
0.6%
Value
$2m
Shares
4,965
+7%
Pimco ETF TRLTPZ
Share
0.6%
Value
$2m
Shares
36,825
-39%
Broadridge Financial SolutionsBR
Share
0.6%
Value
$2m
Shares
13,606
+25%
Vanguard Tax-Managed FDSVEA
Share
0.6%
Value
$2m
Shares
26,134
-4%
CorningGLW
Share
0.6%
Value
$2m
Shares
6,890
-4%
Berkshire HathawayBRK-B
Share
0.6%
Value
$2m
Shares
3,404
-19%
Seagate Technology HoldingsSTX
Share
0.6%
Value
$2m
Shares
1,735
New
Lam ResearchLRCX
Share
0.6%
Value
$2m
Shares
3,785
+121%
PepsiCoPEP
Share
0.5%
Value
$2m
Shares
11,771
+125%
J P Morgan Exchange Traded FJPIN
Share
0.5%
Value
$2m
Shares
21,505
-15%
General ElectricGE
Share
0.5%
Value
$1m
Shares
3,827
-14%
Manager Directed PortfoliosSJCP
Share
0.5%
Value
$1m
Shares
56,316
-4%
Manager Directed PortfoliosSJLD
Share
0.5%
Value
$1m
Shares
55,561
-4%
Ishares TRIWF
Share
0.5%
Value
$1m
Shares
11,074
-11%
IntuitINTU
Share
0.5%
Value
$1m
Shares
5,191
+11%
Ishares TRAOA
Share
0.5%
Value
$1m
Shares
13,708
-9%
NetflixNFLX
Share
0.5%
Value
$1m
Shares
18,625
+548%
GE VernovaGEV
Share
0.4%
Value
$1m
Shares
1,105
+328%
CloudflareNET
Share
0.4%
Value
$1m
Shares
5,155
Held
Arista NetworksANET
Share
0.4%
Value
$1m
Shares
6,866
+41%
Lockheed MartinLMT
Share
0.4%
Value
$1m
Shares
2,259
New
JPMorgan ChaseJPM
Share
0.4%
Value
$1m
Shares
3,490
-3%
Credo Technology Group HoldingCRDO
Share
0.4%
Value
$1m
Shares
4,145
New
Collaborative Investmnt SERRSEE
Share
0.4%
Value
$1m
Shares
28,065
New
Bloom EnergyBE
Share
0.4%
Value
$1m
Shares
3,628
New
ServiceNowNOW
Share
0.4%
Value
$1m
Shares
10,818
+55%
Janus Detroit STR TRJAAA
Share
0.4%
Value
$1m
Shares
21,177
-87%
Quanta ServicesPWR
Share
0.3%
Value
$1m
Shares
1,398
-27%
Invesco QQQ TRQQQ
Share
0.3%
Value
$986,678
Shares
1,339
-29%
J P Morgan Exchange Traded FJQUA
Share
0.3%
Value
$985,218
Shares
13,630
-21%
GE HealthCare TechnologiesGEHC
Share
0.3%
Value
$985,055
Shares
15,389
New
Vertiv HoldingsVRT
Share
0.3%
Value
$979,349
Shares
2,925
-26%
VistraVST
Share
0.3%
Value
$953,208
Shares
6,009
New
Ishares TRIJH
Share
0.3%
Value
$949,378
Shares
12,312
New
InsuletPODD
Share
0.3%
Value
$941,666
Shares
6,185
+36%
MercadoLibreMELI
Share
0.3%
Value
$804,563
Shares
474
New
Toyota MotorTM
Share
0.3%
Value
$795,616
Shares
4,724
+39%
SalesforceCRM
Share
0.3%
Value
$780,480
Shares
4,982
-59%
Ishares Bitcoin Trust ETFIBIT
Share
0.3%
Value
$773,660
Shares
23,240
-7%
AppLovinAPP
Share
0.3%
Value
$760,479
Shares
1,476
-10%
Berkshire Hathaway INC DELBRK-A
Share
0.3%
Value
$748,850
Shares
1
Held
McCormickMKC
Share
0.3%
Value
$738,956
Shares
14,656
+19%
Home DepotHD
Share
0.2%
Value
$728,031
Shares
2,064
-48%
Vanguard Index FDSVOO
Share
0.2%
Value
$686,574
Shares
999
Held
Ishares TRIWP
Share
0.2%
Value
$664,836
Shares
4,540
-48%
FiservFISV
Share
0.2%
Value
$659,477
Shares
13,445
-22%
Ishares TRNYF
Share
0.2%
Value
$628,478
Shares
11,659
+28%
International Business MachinesIBM
Share
0.2%
Value
$622,190
Shares
2,212
New
Emerson ElectricEMR
Share
0.2%
Value
$591,850
Shares
4,134
Held
MastercardMA
Share
0.2%
Value
$590,429
Shares
1,149
+16%
S&P GlobalSPGI
Share
0.2%
Value
$578,610
Shares
1,502
+214%
BlackstoneBX
Share
0.2%
Value
$563,139
Shares
4,785
Held
J P Morgan Exchange Traded FJPEM
Share
0.2%
Value
$557,675
Shares
8,883
-15%
Philip Morris InternationalPM
Share
0.2%
Value
$551,503
Shares
3,048
+8%
WalmartWMT
Share
0.2%
Value
$523,151
Shares
4,619
-8%
AlphabetGOOG
Share
0.2%
Value
$517,282
Shares
1,464
Held
Banco SantanderSAN
Share
0.2%
Value
$488,341
Shares
35,387
Held
Astera LabsALAB
Share
0.2%
Value
$483,020
Shares
1,000
New
McDonald'sMCD
Share
0.2%
Value
$458,562
Shares
1,696
-57%
Applied MaterialsAMAT
Share
0.2%
Value
$441,107
Shares
610
-43%

Company	Share of fund	Value	Shares	Change
State STR Spdr S&P 500 ETF TSPY	6.5%	$19m	25,436	+5%
MicrosoftMSFT	4.5%	$13m	35,109	+2%
AppleAAPL	4.2%	$12m	42,955	-5%
NvidiaNVDA	3.6%	$10m	52,266	+4%
AlphabetGOOGL	3.4%	$10m	28,348	-8%
Ishares TRAGG	3.1%	$9m	93,542	+2%
Schwab Strategic TRSCHG	3.1%	$9m	271,052	+50%
Vanguard Index FDSVTV	3.0%	$9m	41,088	+17%
Ishares TRIVV	2.9%	$9m	11,396	-5%
Meta PlatformsMETA	2.6%	$8m	13,711	+37%
Pgim ETF TRPAAA	2.3%	$7m	133,363	New
Vanguard Index FDSVO	2.1%	$6m	77,658	-11%
Ishares TROEF	2.0%	$6m	15,940	+121%
Ishares TRSGOV	1.8%	$5m	53,087	-6%
Select Sector Spdr TRXLV	1.8%	$5m	32,790	-20%
Vanguard Scottsdale FDSVCIT	1.6%	$5m	58,117	+6%
QualcommQCOM	1.5%	$5m	24,456	+6%
Amazon.comAMZN	1.5%	$4m	18,331	-36%
Schwab Strategic TRSCHP	1.5%	$4m	163,724	-10%
Vanguard Malvern FDSVTIP	1.5%	$4m	85,735	Held
Ishares TRSHY	1.4%	$4m	49,700	Held
Micron TechnologyMU	1.4%	$4m	3,506	+8%
Select Sector Spdr TRXLF	1.3%	$4m	69,435	-7%
Ishares TRIEFA	1.2%	$4m	36,723	-16%
Eli LillyLLY	1.2%	$3m	2,906	-34%
Ishares TREEM	1.1%	$3m	49,229	-21%
ProgressivePGR	1.1%	$3m	15,317	+44%
Vanguard Index FDSVTI	1.1%	$3m	8,646	+141%
J P Morgan Exchange Traded FJPST	1.1%	$3m	62,784	-6%
Select Sector Spdr TRXLK	1.1%	$3m	16,321	-7%
Spdr Gold TRGLD	1.0%	$3m	7,991	-9%
VisaV	1.0%	$3m	8,172	+6%
Ishares TRIWM	0.9%	$3m	8,435	-24%
Ishares TRIWV	0.8%	$2m	5,763	-9%
AmrizeAMRZ	0.8%	$2m	44,078	+355%
Ishares TRTIP	0.8%	$2m	20,524	+3%
SandiskSNDK	0.8%	$2m	982	+192%
Boston ScientificBSX	0.7%	$2m	51,395	New
Vanguard Whitehall FDSVYM	0.7%	$2m	13,794	-10%
Abbott LaboratoriesABT	0.7%	$2m	22,909	+32%
BroadcomAVGO	0.6%	$2m	4,965	+7%
Pimco ETF TRLTPZ	0.6%	$2m	36,825	-39%
Broadridge Financial SolutionsBR	0.6%	$2m	13,606	+25%
Vanguard Tax-Managed FDSVEA	0.6%	$2m	26,134	-4%
CorningGLW	0.6%	$2m	6,890	-4%
Berkshire HathawayBRK-B	0.6%	$2m	3,404	-19%
Seagate Technology HoldingsSTX	0.6%	$2m	1,735	New
Lam ResearchLRCX	0.6%	$2m	3,785	+121%
PepsiCoPEP	0.5%	$2m	11,771	+125%
J P Morgan Exchange Traded FJPIN	0.5%	$2m	21,505	-15%
General ElectricGE	0.5%	$1m	3,827	-14%
Manager Directed PortfoliosSJCP	0.5%	$1m	56,316	-4%
Manager Directed PortfoliosSJLD	0.5%	$1m	55,561	-4%
Ishares TRIWF	0.5%	$1m	11,074	-11%
IntuitINTU	0.5%	$1m	5,191	+11%
Ishares TRAOA	0.5%	$1m	13,708	-9%
NetflixNFLX	0.5%	$1m	18,625	+548%
GE VernovaGEV	0.4%	$1m	1,105	+328%
CloudflareNET	0.4%	$1m	5,155	Held
Arista NetworksANET	0.4%	$1m	6,866	+41%
Lockheed MartinLMT	0.4%	$1m	2,259	New
JPMorgan ChaseJPM	0.4%	$1m	3,490	-3%
Credo Technology Group HoldingCRDO	0.4%	$1m	4,145	New
Collaborative Investmnt SERRSEE	0.4%	$1m	28,065	New
Bloom EnergyBE	0.4%	$1m	3,628	New
ServiceNowNOW	0.4%	$1m	10,818	+55%
Janus Detroit STR TRJAAA	0.4%	$1m	21,177	-87%
Quanta ServicesPWR	0.3%	$1m	1,398	-27%
Invesco QQQ TRQQQ	0.3%	$986,678	1,339	-29%
J P Morgan Exchange Traded FJQUA	0.3%	$985,218	13,630	-21%
GE HealthCare TechnologiesGEHC	0.3%	$985,055	15,389	New
Vertiv HoldingsVRT	0.3%	$979,349	2,925	-26%
VistraVST	0.3%	$953,208	6,009	New
Ishares TRIJH	0.3%	$949,378	12,312	New
InsuletPODD	0.3%	$941,666	6,185	+36%
MercadoLibreMELI	0.3%	$804,563	474	New
Toyota MotorTM	0.3%	$795,616	4,724	+39%
SalesforceCRM	0.3%	$780,480	4,982	-59%
Ishares Bitcoin Trust ETFIBIT	0.3%	$773,660	23,240	-7%
AppLovinAPP	0.3%	$760,479	1,476	-10%
Berkshire Hathaway INC DELBRK-A	0.3%	$748,850	1	Held
McCormickMKC	0.3%	$738,956	14,656	+19%
Home DepotHD	0.2%	$728,031	2,064	-48%
Vanguard Index FDSVOO	0.2%	$686,574	999	Held
Ishares TRIWP	0.2%	$664,836	4,540	-48%
FiservFISV	0.2%	$659,477	13,445	-22%
Ishares TRNYF	0.2%	$628,478	11,659	+28%
International Business MachinesIBM	0.2%	$622,190	2,212	New
Emerson ElectricEMR	0.2%	$591,850	4,134	Held
MastercardMA	0.2%	$590,429	1,149	+16%
S&P GlobalSPGI	0.2%	$578,610	1,502	+214%
BlackstoneBX	0.2%	$563,139	4,785	Held
J P Morgan Exchange Traded FJPEM	0.2%	$557,675	8,883	-15%
Philip Morris InternationalPM	0.2%	$551,503	3,048	+8%
WalmartWMT	0.2%	$523,151	4,619	-8%
AlphabetGOOG	0.2%	$517,282	1,464	Held
Banco SantanderSAN	0.2%	$488,341	35,387	Held
Astera LabsALAB	0.2%	$483,020	1,000	New
McDonald'sMCD	0.2%	$458,562	1,696	-57%
Applied MaterialsAMAT	0.2%	$441,107	610	-43%

Showing the largest 100 of 143.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 22.9% since 30 June 2025.

Where the money is

Technology21.8%

Media & telecom7.2%

Financial services4.5%

Industrials3.6%

Health care3.6%

Retail & consumer2.4%

Everyday goods1.3%

Materials0.8%

Utilities0.4%

Real estate0.2%

Other54.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.