StockDriftsStockDriftsTop 50 Edge Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | 18.52% | 1.52M | $123.3M | +285.95%(+1.13M) | $81.90(-0.73%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 8.26% | 157.4K | $55.0M | -0.41%(-646) | $45.82(+651.08%) | 2026-09-30 | |
| AAPL | APPLE INC | 8.26% | 163.5K | $55.0M | -1.13%(-1.86K) | $44.62(+668.58%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 6.09% | 78.2K | $40.6M | -0.13%(-100) | $86.56(+516.35%) | 2026-09-30 | |
| DBMF | IM GLOBAL PARTNER FUNDS | 5.22% | 1.06M | $34.7M | -0.15%(-1.61K) | $29.11(+13.27%) | 2026-09-30 | |
| IWM | ISHARES TR | 4.79% | 114.3K | $31.9M | +0.11%(+130) | $174.18(+55.75%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 4.25% | 85.2K | $28.3M | -0.08%(-71) | $93.68(+256.02%) | 2026-09-30 | |
| WMT | WALMART INC | 3.27% | 208.3K | $21.8M | +0.03%(+72) | $27.41(+333.05%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 3.08% | 77.1K | $20.5M | +0.08%(+63) | $113.65(+123.31%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.01% | 40.2K | $20.1M | +0.02%(+8) | $175.35(+203.52%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.08% | +48.47% | +5.54% | +30.94% |
| Top 20 Holdings Unweighted | +14.58% | +50.43% | +5.98% | +33.72% |
Edge Wealth Management LLC reports $665.83M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are SHY (18.5%), GOOGL (8.3%) and AAPL (8.3%). The top 20 holdings account for 85.11% of reported assets. Its disclosed equity book has returned +48.47% on a three-year cumulative basis. Figures reflect the Q3 2026 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 Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1567163). View Edge Wealth Management LLC’s 13F filings on SEC