StockDriftsStockDriftsTop 50 Edge Financial Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 11.87% | 380.2K | $28.2M | +231.30%(+265.43K) | $70.42(+8.26%) | 2025-12-31 | |
| AVNM | AMERICAN CENTY ETF TR | 5.1% | 164.8K | $12.1M | +279.76%(+121.40K) | $70.20(+16.19%) | 2025-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 4.91% | 17.1K | $11.7M | -3.01%(-532) | $500.32(+39.90%) | 2025-12-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.25% | 265.6K | $10.1M | +4.71%(+11.94K) | $33.37(+16.14%) | 2025-12-31 | |
| DYNF | BLACKROCK ETF TRUST | 4.21% | 164.6K | $10.0M | +6.21%(+9.62K) | $51.05(+23.24%) | 2025-12-31 | |
| ITOT | ISHARES TR | 3.98% | 63.6K | $9.5M | -65.76%(-122.11K) | $125.19(+22.38%) | 2025-12-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 3.8% | 143.1K | $9.0M | +7.00%(+9.35K) | $57.61(+11.98%) | 2025-12-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.62% | 226.0K | $8.6M | +4.72%(+10.19K) | $31.22(+32.40%) | 2025-12-31 | |
| AAPL | APPLE INC | 3.44% | 30.1K | $8.2M | +0.01%(+4) | $184.91(+44.09%) | 2025-12-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.62% | 106.2K | $6.2M | +11.94%(+11.32K) | $58.79(-0.51%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.12% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.34% |
Edge Financial Advisors Llc reports $237.65M in US-listed equity holdings across 151 positions in its most recent 13F filing. Its largest disclosed positions are DFUS (11.9%), AVNM (5.1%) and SPY (4.9%). The top 20 holdings account for 62.97% of reported assets. Its disclosed equity book has returned +29.12% cumulatively over 7 quarters. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Edge Financial Advisors Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011402). View Edge Financial Advisors Llc’s 13F filings on SEC