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.
WEALTHEDGE INVESTMENT ADVISORS, LLC (CIK 2058455) reported $272.2M across 140 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($15.8M, 5.79%), MSFT ($12.7M, 4.67%), AAPL ($11.5M, 4.22%), AGG ($9.1M, 3.33%), GOOGL ($8.9M, 3.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $15.8M | 5.79% | 24,239 | Added |
| 2 | MSFT | MICROSOFT CORP | $12.7M | 4.67% | 34,361 | Added |
| 3 | AAPL | APPLE INC | $11.5M | 4.22% | 45,303 | Added |
| 4 | AGG | ISHARES TR | $9.1M | 3.33% | 91,317 | Added |
| 5 | GOOGL | ALPHABET INC | $8.9M | 3.26% | 30,859 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $8.8M | 3.22% | 50,297 | Trimmed |
| 7 | JAAA | JANUS DETROIT STR TR | $8.2M | 3.01% | 162,779 | Trimmed |
| 8 | IVV | ISHARES TR | $7.8M | 2.88% | 11,993 | Trimmed |
| 9 | VTV | VANGUARD INDEX FDS | $6.9M | 2.53% | 35,160 | Added |
| 10 | VO | VANGUARD INDEX FDS | $6.3M | 2.31% | 21,911 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $6.0M | 2.20% | 28,705 | Added |
| 12 | XLV | SELECT SECTOR SPDR TR | $6.0M | 2.20% | 40,800 | Added |
| 13 | META | META PLATFORMS INC | $5.7M | 2.10% | 9,995 | Added |
| 14 | SGOV | ISHARES TR | $5.7M | 2.10% | 56,716 | Trimmed |
| 15 | SCHG | SCHWAB STRATEGIC TR | $5.3M | 1.94% | 181,270 | Added |
| 16 | SCHP | SCHWAB STRATEGIC TR | $4.8M | 1.77% | 181,040 | Trimmed |
| 17 | VCIT | VANGUARD SCOTTSDALE FDS | $4.5M | 1.67% | 54,779 | Added |
| 18 | VTIP | VANGUARD MALVERN FDS | $4.2M | 1.55% | 84,276 | Added |
| 19 | SHY | ISHARES TR | $4.1M | 1.50% | 49,328 | Added |
| 20 | LLY | ELI LILLY & CO | $4.1M | 1.50% | 4,427 | Trimmed |
| 21 | IEFA | ISHARES TR | $4.0M | 1.46% | 43,863 | Trimmed |
| 22 | PRU | PRUDENTIAL FINL INC | $3.8M | 1.40% | 39,025 | New |
| 23 | GLD | SPDR GOLD TR | $3.8M | 1.39% | 8,824 | Trimmed |
| 24 | XLF | SELECT SECTOR SPDR TR | $3.7M | 1.35% | 74,506 | Added |
| 25 | EEM | ISHARES TR | $3.5M | 1.29% | 61,957 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31