WEALTHEDGE INVESTMENT ADVISORS, LLC — 13F Holdings & Portfolio
CIK 2058455 · latest 13F-HR filed 2026-05-08
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$272.2M
Long-equity book
Holdings
141
Distinct positions
Period
2026-03-31
Filed 2026-05-08
Q/Q Activity
+30 / −21 / ↑42 / ↓52
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$8.4M +1192.2%
- APPLE INC$3.5M +43.4%
- MICROSOFT CORP$2.7M +26.4%
- VANGUARD SCOTTSDALE FDS$2.6M +133.5%
- AMAZON COM INC$2.4M +67.2%
Top Trims
- PIMCO ETF TR-$10.2M -76.9%
- UNITED PARCEL SVCS INC-$4.7M -75.2%
- RLI CORP-$3.8M -93.8%
- ISHARES TR-$3.0M -34.2%
- ISHARES TR-$2.5M -47.3%
New Positions
- PRUDENTIAL FINL INC$3.8M
- SALESFORCE INC$2.3M
- PROGRESSIVE CORP$2.1M
- INTUIT$2.0M
- ABBOTT LABORATORIES$1.8M
Exited Positions
- MSCI INC$1.9M
- ETF OPPORTUNITIES TRUST$1.6M
- ELEVANCE HEALTH INC FORMERLY$1.6M
- LINDE PLC$1.5M
- ROBINHOOD MKTS INC$1.5M
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $15.8M | 5.79% | 24,239 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $12.7M | 4.67% | 34,361 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $11.5M | 4.22% | 45,303 | SH |
| 4 | ISHARES TR | AGG | 464287226 | $9.1M | 3.33% | 91,317 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $8.9M | 3.26% | 30,859 | SH |
| 6 | NVIDIA CORPORATION | NVDA | 67066G104 | $8.8M | 3.22% | 50,297 | SH |
| 7 | JANUS DETROIT STR TR | JAAA | 47103U845 | $8.2M | 3.01% | 162,779 | SH |
| 8 | ISHARES TR | IVV | 464287200 | $7.8M | 2.88% | 11,993 | SH |
| 9 | VANGUARD INDEX FDS | VTV | 922908744 | $6.9M | 2.53% | 35,160 | SH |
| 10 | VANGUARD INDEX FDS | VO | 922908629 | $6.3M | 2.31% | 21,911 | SH |
| 11 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $6.0M | 2.20% | 40,800 | SH |
| 12 | AMAZON COM INC | AMZN | 023135106 | $6.0M | 2.20% | 28,705 | SH |
| 13 | META PLATFORMS INC | META | 30303M102 | $5.7M | 2.10% | 9,995 | SH |
| 14 | ISHARES TR | SGOV | 46436E718 | $5.7M | 2.10% | 56,716 | SH |
| 15 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $5.3M | 1.94% | 181,270 | SH |
| 16 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $4.8M | 1.77% | 181,040 | SH |
| 17 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $4.5M | 1.67% | 54,779 | SH |
| 18 | VANGUARD MALVERN FDS | VTIP | 922020805 | $4.2M | 1.55% | 84,276 | SH |
| 19 | ISHARES TR | SHY | 464287457 | $4.1M | 1.50% | 49,328 | SH |
| 20 | ELI LILLY & CO | LLY | 532457108 | $4.1M | 1.50% | 4,427 | SH |
| 21 | ISHARES TR | IEFA | 46432F842 | $4.0M | 1.46% | 43,863 | SH |
| 22 | PRUDENTIAL FINL INC | PRU | 744320102 | $3.8M | 1.40% | 39,025 | SH |
| 23 | SPDR GOLD TR | GLD | 78463V107 | $3.8M | 1.39% | 8,824 | SH |
| 24 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $3.7M | 1.35% | 74,506 | SH |
| 25 | ISHARES TR | EEM | 464287234 | $3.5M | 1.29% | 61,957 | SH |
| 26 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $3.4M | 1.24% | 66,442 | SH |
| 27 | PIMCO ETF TR | LTPZ | 72201R304 | $3.1M | 1.13% | 60,012 | SH |
| 28 | QUALCOMM INC | QCOM | 747525103 | $3.0M | 1.09% | 23,009 | SH |
| 29 | ISHARES TR | IWM | 464287655 | $2.8M | 1.02% | 11,170 | SH |
| 30 | ISHARES TR | IWV | 464287689 | $2.4M | 0.87% | 6,357 | SH |
| 31 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $2.3M | 0.86% | 17,578 | SH |
| 32 | VISA INC | V | 92826C839 | $2.3M | 0.86% | 7,718 | SH |
| 33 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $2.3M | 0.86% | 8,620 | SH |
| 34 | ISHARES TR | OEF | 464287101 | $2.3M | 0.84% | 7,216 | SH |
| 35 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $2.3M | 0.83% | 15,326 | SH |
| 36 | SALESFORCE INC | CRM | 79466L302 | $2.3M | 0.83% | 12,145 | SH |
| 37 | ISHARES TR | TIP | 464287176 | $2.2M | 0.80% | 19,832 | SH |
| 38 | PROGRESSIVE CORP | PGR | 743315103 | $2.1M | 0.77% | 10,627 | SH |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $2.0M | 0.74% | 4,219 | SH |
| 40 | INTUIT | INTU | 461202103 | $2.0M | 0.74% | 4,670 | SH |
| 41 | J P MORGAN EXCHANGE TRADED F | JPIN | 46641Q209 | $1.8M | 0.66% | 25,381 | SH |
| 42 | ABBOTT LABORATORIES | ABT | 002824100 | $1.8M | 0.66% | 17,380 | SH |
| 43 | BROADRIDGE FINL SOLUTIONS IN | BR | 11133T103 | $1.8M | 0.65% | 10,865 | SH |
| 44 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $1.7M | 0.64% | 27,161 | SH |
| 45 | UNITED PARCEL SVCS INC | UPS | 911312106 | $1.6M | 0.57% | 15,889 | SH |
| 46 | MANAGER DIRECTED PORTFOLIOS | SJCP | 56170L687 | $1.5M | 0.54% | 58,678 | SH |
| 47 | MANAGER DIRECTED PORTFOLIOS | SJLD | 56170L679 | $1.5M | 0.54% | 57,938 | SH |
| 48 | BROADCOM INC | AVGO | 11135F101 | $1.4M | 0.53% | 4,660 | SH |
| 49 | SAUL CTRS INC | BFS | 804395101 | $1.4M | 0.50% | 41,959 | SH |
| 50 | ISHARES TR | AOA | 464289859 | $1.3M | 0.49% | 15,145 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $272.2M | 141 | 0002058455-26-000002 |
| 2025-12-31 | 2026-02-17 | $270.4M | 132 | 0002058455-26-000001 |