StockDriftsStockDriftsTop 50 Edge Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 9.51% | 158.0K | $56.5M | -1.73%(-2.77K) | $45.82(+652.25%) | 2026-06-30 | |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 9.01% | 1.09M | $53.5M | +1.81%(+19.40K) | $50.29(-3.11%) | 2026-06-30 | |
| AAPL | APPLE INC | 8.06% | 165.3K | $47.8M | -0.22%(-367) | $44.62(+584.40%) | 2026-06-30 | |
| IWM | ISHARES TR | 5.78% | 114.2K | $34.3M | +0.03%(+32) | $174.05(+74.52%) | 2026-06-30 | |
| DBMF | LITMAN GREGORY FDS TR | 5.49% | 1.06M | $32.6M | +0.17%(+1.82K) | $29.11(+7.71%) | 2026-06-30 | |
| SHY | ISHARES TR | 5.44% | 393.5K | $32.3M | +0.77%(+3.00K) | $82.61(-0.70%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.92% | 78.3K | $29.2M | -0.27%(-210) | $86.56(+461.53%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 4.7% | 85.2K | $27.9M | -2.39%(-2.08K) | $93.68(+289.31%) | 2026-06-30 | |
| WMT | WALMART INC | 3.97% | 208.3K | $23.6M | -0.12%(-245) | $27.38(+319.66%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.38% | 40.1K | $20.1M | +0.10%(+39) | $175.29(+186.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.64% | +42.91% | +5.28% | +29.33% |
| Top 20 Holdings Unweighted | +12.98% | +44.22% | +6.08% | +34.33% |
Edge Wealth Management LLC reports $593.95M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (9.5%), MTBA (9.0%) and AAPL (8.1%). The top 20 holdings account for 85.29% of reported assets. Its disclosed equity book has returned +42.91% on a three-year cumulative basis. Figures reflect the Q2 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