Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Edge Financial Advisors LLC (CIK 2011402) reported $237.7M across 134 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: DFUS ($28.2M, 11.87%), AVNM ($12.1M, 5.10%), SPY ($11.7M, 4.91%), DUHP ($10.1M, 4.25%), DYNF ($10.0M, 4.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $28.2M | 11.87% | 380,180 | Added |
| 2 | AVNM | AMERICAN CENTY ETF TR | $12.1M | 5.10% | 164,799 | Added |
| 3 | SPY | SPDR S&P 500 ETF TR | $11.7M | 4.91% | 17,118 | Trimmed |
| 4 | DUHP | DIMENSIONAL ETF TRUST | $10.1M | 4.25% | 265,613 | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $10.0M | 4.21% | 164,620 | Added |
| 6 | ITOT | ISHARES TR | $9.5M | 3.98% | 63,572 | Trimmed |
| 7 | JQUA | J P MORGAN EXCHANGE TRADED F | $9.0M | 3.80% | 143,068 | Added |
| 8 | DFAI | DIMENSIONAL ETF TRUST | $8.6M | 3.62% | 226,035 | Added |
| 9 | AAPL | APPLE INC | $8.2M | 3.44% | 30,067 | Added |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | $6.2M | 2.62% | 106,196 | Added |
| 11 | JPM | JPMORGAN CHASE & CO. | $5.4M | 2.29% | 8,452 | Added |
| 12 | IXUS | ISHARES TR | $4.8M | 2.04% | 57,235 | Trimmed |
| 13 | VUG | VANGUARD INDEX FDS | $4.3M | 1.82% | 8,856 | Trimmed |
| 14 | IVV | ISHARES TR | $3.9M | 1.66% | 5,758 | Trimmed |
| 15 | AGG | ISHARES TR | $3.8M | 1.59% | 37,794 | Added |
| 16 | DFAE | DIMENSIONAL ETF TRUST | $3.3M | 1.38% | 100,959 | Added |
| 17 | VV | VANGUARD INDEX FDS | $2.9M | 1.21% | 9,132 | Trimmed |
| 18 | QUAL | ISHARES TR | $2.8M | 1.19% | 14,271 | Trimmed |
| 19 | DIHP | DIMENSIONAL ETF TRUST | $2.6M | 1.09% | 81,458 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $2.1M | 0.90% | 5,733 | Trimmed |
| 21 | APLU | ALLSPRING EXCHANGE TRADED FU | $2.1M | 0.88% | 83,691 | Added |
| 22 | EFA | ISHARES TR | $2.1M | 0.88% | 21,718 | Trimmed |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $2.1M | 0.86% | 32,890 | Added |
| 24 | ILCV | ISHARES TR | $2.0M | 0.85% | 21,363 | Added |
| 25 | TSLA | TESLA INC | $2.0M | 0.84% | 2,213 | Added |
Source: SEC Form 13F filings · as of 2025-12-31