StockDriftsStockDriftsTop 50 Wealthedge Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 6.46% | 25.4K | $19.0M | +4.94%(+1.20K) | $596.37(+29.71%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.45% | 35.1K | $13.1M | +2.18%(+748) | $441.05(+13.99%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.23% | 43.0K | $12.4M | -5.18%(-2.35K) | $245.85(+24.74%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.56% | 52.3K | $10.5M | +3.91%(+1.97K) | $150.62(+46.37%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.45% | 28.3K | $10.1M | -8.14%(-2.51K) | $224.33(+56.67%) | 2026-06-30 | |
| AGG | ISHARES TR | 3.15% | 93.5K | $9.3M | +2.44%(+2.23K) | $99.54(-2.13%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.12% | 271.1K | $9.2M | +49.53%(+89.78K) | $28.53(+25.38%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.05% | 41.1K | $9.0M | +16.86%(+5.93K) | $178.60(+26.43%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.9% | 11.4K | $8.5M | -4.98%(-597) | $582.81(+33.38%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.63% | 13.7K | $7.7M | +37.18%(+3.72K) | $618.36(-3.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.53% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.64% |
Wealthedge Investment Advisors LLC reports $294.06M in US-listed equity holdings across 143 positions in its most recent 13F filing. Its largest disclosed positions are SPY (6.5%), MSFT (4.5%) and AAPL (4.2%). The top 20 holdings account for 54.63% of reported assets. Its disclosed equity book has returned +13.53% cumulatively over 6 quarters. 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 Wealthedge Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2058455). View Wealthedge Investment Advisors LLC’s 13F filings on SEC