WEALTHEDGE INVESTMENT ADVISORS, LLC: 13F holdings
CIK 20584552026Q2
| Positions | 143 |
|---|
| Reported value | $294.1m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 143 (+2 vs prior quarter) |
|---|
| Reported value | $294.1m (+8.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 25,436 | $19.0m | 6.5% |
| MSFT MICROSOFT CORP | 35,109 | $13.1m | 4.5% |
| AAPL APPLE INC | 42,955 | $12.4m | 4.2% |
| NVDA NVIDIA CORPORATION | 52,266 | $10.5m | 3.6% |
| GOOGL ALPHABET INC | 28,348 | $10.1m | 3.4% |
| AGG ISHARES TR | 93,542 | $9.3m | 3.1% |
| SCHG SCHWAB STRATEGIC TR | 271,052 | $9.2m | 3.1% |
| VTV VANGUARD INDEX FDS | 41,088 | $9.0m | 3.0% |
| IVV ISHARES TR | 11,396 | $8.5m | 2.9% |
| META META PLATFORMS INC | 13,711 | $7.7m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2058455")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples