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 $294.1M across 143 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($19.0M, 6.46%), MSFT ($13.1M, 4.45%), AAPL ($12.4M, 4.23%), NVDA ($10.5M, 3.56%), GOOGL ($10.1M, 3.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $19.0M | 6.46% | 25,436 | Added |
| 2 | MSFT | MICROSOFT CORP | $13.1M | 4.45% | 35,109 | Added |
| 3 | AAPL | APPLE INC | $12.4M | 4.23% | 42,955 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $10.5M | 3.56% | 52,266 | Added |
| 5 | GOOGL | ALPHABET INC | $10.1M | 3.45% | 28,348 | Trimmed |
| 6 | AGG | ISHARES TR | $9.3M | 3.15% | 93,542 | Added |
| 7 | SCHG | SCHWAB STRATEGIC TR | $9.2M | 3.12% | 271,052 | Added |
| 8 | VTV | VANGUARD INDEX FDS | $9.0M | 3.05% | 41,088 | Added |
| 9 | IVV | ISHARES TR | $8.5M | 2.90% | 11,396 | Trimmed |
| 10 | META | META PLATFORMS INC | $7.7M | 2.63% | 13,711 | Added |
| 11 | PAAA | PGIM ETF TR | $6.8M | 2.33% | 133,363 | New |
| 12 | VO | VANGUARD INDEX FDS | $6.3M | 2.13% | 77,658 | Added |
| 13 | OEF | ISHARES TR | $5.8M | 1.98% | 15,940 | Added |
| 14 | SGOV | ISHARES TR | $5.3M | 1.82% | 53,087 | Trimmed |
| 15 | XLV | SELECT SECTOR SPDR TR | $5.2M | 1.77% | 32,790 | Trimmed |
| 16 | VCIT | VANGUARD SCOTTSDALE FDS | $4.8M | 1.63% | 58,117 | Added |
| 17 | QCOM | QUALCOMM INC | $4.5M | 1.54% | 24,456 | Added |
| 18 | AMZN | AMAZON COM INC | $4.4M | 1.49% | 18,331 | Trimmed |
| 19 | SCHP | SCHWAB STRATEGIC TR | $4.3M | 1.48% | 163,724 | Trimmed |
| 20 | VTIP | VANGUARD MALVERN FDS | $4.3M | 1.46% | 85,735 | Added |
| 21 | SHY | ISHARES TR | $4.1M | 1.39% | 49,700 | Added |
| 22 | MU | MICRON TECHNOLOGY INC | $4.0M | 1.38% | 3,506 | Added |
| 23 | XLF | SELECT SECTOR SPDR TR | $3.7M | 1.27% | 69,435 | Trimmed |
| 24 | IEFA | ISHARES TR | $3.5M | 1.21% | 36,723 | Trimmed |
| 25 | LLY | ELI LILLY & CO | $3.5M | 1.19% | 2,906 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30