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 Wealth Management LLC (CIK 1567163) reported $584.9M across 85 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MTBA ($53.0M, 9.06%), GOOGL ($46.2M, 7.90%), AAPL ($42.1M, 7.19%), SHY ($32.2M, 5.51%), DBMF ($32.0M, 5.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $53.0M | 9.06% | 1.1M | Added |
| 2 | GOOGL | ALPHABET INC | $46.2M | 7.90% | 160,775 | Trimmed |
| 3 | AAPL | APPLE INC | $42.1M | 7.19% | 165,715 | Trimmed |
| 4 | SHY | ISHARES TR | $32.2M | 5.51% | 390,457 | Added |
| 5 | DBMF | LITMAN GREGORY FDS TR | $32.0M | 5.48% | 1.1M | New |
| 6 | MSFT | MICROSOFT CORP | $29.1M | 4.97% | 78,542 | Trimmed |
| 7 | IWM | ISHARES TR | $28.3M | 4.84% | 114,180 | Added |
| 8 | WMT | WALMART INC | $25.9M | 4.43% | 208,500 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $25.7M | 4.39% | 87,312 | Trimmed |
| 10 | XOM | EXXON MOBIL CORP | $23.5M | 4.02% | 138,533 | Trimmed |
| 11 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $19.2M | 3.29% | 40,104 | Trimmed |
| 12 | JNJ | JOHNSON & JOHNSON | $18.8M | 3.22% | 77,011 | Trimmed |
| 13 | WM | WASTE MGMT INC DEL | $17.3M | 2.96% | 75,280 | Trimmed |
| 14 | GD | GENERAL DYNAMICS CORP | $17.1M | 2.93% | 49,964 | Added |
| 15 | BLK | BLACKROCK INC | $15.2M | 2.60% | 15,840 | Trimmed |
| 16 | MRK | MERCK & CO INC | $14.8M | 2.54% | 123,435 | Added |
| 17 | XBI | SPDR SERIES TRUST | $14.2M | 2.43% | 111,135 | Added |
| 18 | SLB | SLB LIMITED | $13.4M | 2.29% | 260,424 | Added |
| 19 | HON | HONEYWELL INTL INC | $12.4M | 2.12% | 54,940 | Added |
| 20 | PSA | PUBLIC STORAGE OPER CO | $12.0M | 2.04% | 44,129 | Trimmed |
| 21 | AMT | AMERICAN TOWER CORP | $10.2M | 1.74% | 58,842 | Trimmed |
| 22 | PEG | PUBLIC SVC ENTERPRISE GROUP | $9.7M | 1.66% | 119,722 | Added |
| 23 | HD | HOME DEPOT INC | $9.1M | 1.56% | 27,664 | Trimmed |
| 24 | PG | PROCTER & GAMBLE CO | $8.5M | 1.45% | 58,720 | Trimmed |
| 25 | MCD | MCDONALDS CORP | $7.5M | 1.28% | 24,171 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31