Wealthedge Investment Advisors, LLC

13F filer · CIK 0002058455

Reported Jul 21, 2026

Net seller this quarter

13F portfolio value$294MU.S. long equity reported on 13F

Positions9314 new · 17 closed

Net flow last quarter-$10.4MBuys minus sells

Top 10 positions weight30.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 202693 positions
SPYSPDR S&P 500 ETF Trust	$19M	6.46%	Not reported	+4.9%	Q4 2024
MSFTMicrosoft Corp	$13.1M	4.45%	0.00%	+2.2%	Q4 2024
AAPLApple Inc.	$12.4M	4.23%	0.00%	-5.2%	Q4 2024
NVDANvidia Corp	$10.5M	3.56%	0.00%	+3.9%	Q4 2024
GOOGLAlphabet Inc.	$10.1M	3.45%	0.00%	-8.1%	Q4 2024
METAMeta Platforms, Inc.	$7.72M	2.63%	Not reported	+37.2%	Q4 2024
QCOMQualcomm Inc	$4.52M	1.54%	0.00%	+6.3%	Q1 2025
AMZNAmazon Com Inc	$4.37M	1.49%	0.00%	-36.1%	Q4 2024
MUMicron Technology Inc	$4.05M	1.38%	0.00%	+7.8%	Q4 2025
LLYELI LILLY & Co	$3.49M	1.19%	0.00%	-34.4%	Q4 2024
PGRProgressive Corp	$3.35M	1.14%	0.00%	+44.1%	Q1 2026
GLDSPDR Gold Trust	$2.94M	1.00%	0.00%	-9.4%	Q4 2024
VVisa Inc.	$2.8M	0.95%	0.00%	+5.9%	Q4 2024
AMRZAmrize Ltd	$2.35M	0.80%	0.01%	+354.6%	Q1 2026
SNDKSandisk Corp	$2.23M	0.76%	0.00%	+192.3%	Q1 2026
BSXBoston Scientific Corp	$2.19M	0.75%	0.00%	New	Q2 2026
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.18M	0.74%	Not reported	-10.0%	Q4 2024
ABTAbbott Laboratories	$2.08M	0.71%	0.00%	+31.8%	Q1 2026
AVGOBroadcom Inc.	$1.88M	0.64%	0.00%	+6.6%	Q4 2024
BRBroadridge Financial Solutions, Inc.	$1.86M	0.63%	0.01%	+25.2%	Q1 2026
GLWCorning Inc	$1.76M	0.60%	0.00%	-3.6%	Q4 2025
BRK.BBerkshire Hathaway Inc	$1.7M	0.58%	Not reported	-19.3%	Q4 2024
STXSeagate Technology Holdings plc	$1.67M	0.57%	0.00%	New	Q2 2026
LRCXLam Research Corp	$1.64M	0.56%	0.00%	+121.0%	Q1 2026
PEPPepsico Inc	$1.59M	0.54%	0.00%	+125.5%	Q2 2025
GEGeneral Electric Co	$1.43M	0.49%	0.00%	-14.3%	Q1 2025
INTUIntuit Inc.	$1.35M	0.46%	0.00%	+11.2%	Q1 2026
NFLXNetflix Inc	$1.33M	0.45%	0.00%	+547.8%	Q2 2025
GEVGE Vernova Inc.	$1.3M	0.44%	0.00%	+328.3%	Q1 2026
NETCloudflare, Inc.	$1.26M	0.43%	Not reported	0.0%	Q4 2024
ANETArista Networks, Inc.	$1.17M	0.40%	0.00%	+41.3%	Q4 2024
LMTLockheed Martin Corp	$1.15M	0.39%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$1.14M	0.39%	0.00%	-3.4%	Q4 2024
CRDOCredo Technology Group Holding Ltd	$1.13M	0.38%	0.00%	Not reported	Q2 2025
BEBloom Energy Corp	$1.1M	0.37%	0.00%	New	Q2 2026
NOWServiceNow, Inc.	$1.07M	0.37%	0.00%	+54.6%	Q4 2024
PWRQuanta Services, Inc.	$1.01M	0.34%	0.00%	-27.3%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$987K	0.34%	Not reported	-28.5%	Q4 2024
GEHCGE HealthCare Technologies Inc.	$985K	0.33%	0.00%	New	Q2 2026
VRTVertiv Holdings Co	$979K	0.33%	0.00%	-26.1%	Q4 2024
VSTVistra Corp.	$953K	0.32%	0.00%	New	Q2 2026
PODDInsulet Corp	$942K	0.32%	0.01%	+35.6%	Q1 2026
MELIMercadolibre Inc	$805K	0.27%	0.00%	New	Q2 2026
TMToyota Motor Corp/	$796K	0.27%	0.00%	+39.5%	Q1 2026
CRMSalesforce, Inc.	$780K	0.27%	0.00%	-59.0%	Q1 2026
IBITiShares Bitcoin Trust ETF	$774K	0.26%	0.00%	-7.1%	Q4 2024
APPAppLovin Corp	$760K	0.26%	0.00%	-9.9%	Q4 2024
BRK.ABerkshire Hathaway Inc	$749K	0.25%	Not reported	Not reported	Q4 2024
MKCMccormick & Co Inc	$739K	0.25%	Not reported	+19.2%	Q1 2026
HDHome Depot, Inc.	$728K	0.25%	0.00%	-48.4%	Q4 2024

Q1 2026Reported May 8, 202696 positions
SPYSPDR S&P 500 ETF Trust	$15.8M	5.79%	Not reported	+14.4%	Q4 2024
MSFTMicrosoft Corp	$12.7M	4.67%	0.00%	+65.1%	Q4 2024
AAPLApple Inc.	$11.5M	4.22%	0.00%	+53.6%	Q4 2024
GOOGLAlphabet Inc.	$8.87M	3.26%	0.00%	+20.3%	Q4 2024
NVDANvidia Corp	$8.77M	3.22%	0.00%	-0.2%	Q4 2024
AMZNAmazon Com Inc	$5.98M	2.20%	0.00%	+85.3%	Q4 2024
METAMeta Platforms, Inc.	$5.72M	2.10%	Not reported	+96.5%	Q4 2024
LLYELI LILLY & Co	$4.07M	1.50%	0.00%	-4.0%	Q4 2024
PRUPrudential Financial Inc	$3.81M	1.40%	0.01%	New	Q1 2026
GLDSPDR Gold Trust	$3.8M	1.39%	0.00%	-9.2%	Q4 2024
QCOMQualcomm Inc	$2.96M	1.09%	0.00%	-0.7%	Q1 2025
VVisa Inc.	$2.33M	0.86%	0.00%	-0.7%	Q4 2024
UNHUnitedhealth Group Inc	$2.33M	0.86%	0.00%	+22.4%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.27M	0.83%	Not reported	-10.5%	Q4 2024
CRMSalesforce, Inc.	$2.27M	0.83%	0.00%	New	Q1 2026
PGRProgressive Corp	$2.11M	0.77%	0.00%	New	Q1 2026
BRK.BBerkshire Hathaway Inc	$2.02M	0.74%	Not reported	+110.7%	Q4 2024
INTUIntuit Inc.	$2.02M	0.74%	0.00%	New	Q1 2026
ABTAbbott Laboratories	$1.78M	0.66%	0.00%	New	Q1 2026
BRBroadridge Financial Solutions, Inc.	$1.77M	0.65%	0.01%	New	Q1 2026
UPSUnited Parcel Service Inc	$1.56M	0.57%	0.00%	-75.0%	Q4 2024
AVGOBroadcom Inc.	$1.44M	0.53%	0.00%	-2.6%	Q4 2024
BFSSaul Centers, Inc.	$1.37M	0.50%	0.17%	-18.9%	Q1 2025
TSLATesla, Inc.	$1.34M	0.49%	0.00%	-5.5%	Q4 2024
HDHome Depot, Inc.	$1.31M	0.48%	0.00%	+145.8%	Q4 2024
AONAon plc	$1.31M	0.48%	0.00%	+129.8%	Q4 2024
GEGeneral Electric Co	$1.27M	0.47%	0.00%	-8.7%	Q1 2025
MCDMcdonalds Corp	$1.22M	0.45%	0.00%	+177.4%	Q4 2024
CHCTCommunity Healthcare Trust Inc	$1.21M	0.44%	0.27%	+312.1%	Q4 2024
DOCHealthpeak Properties, Inc.	$1.15M	0.42%	0.01%	-53.4%	Q4 2024
MUMicron Technology Inc	$1.1M	0.40%	0.00%	+157.2%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$1.08M	0.40%	Not reported	-4.7%	Q4 2024
NETCloudflare, Inc.	$1.06M	0.39%	Not reported	-13.9%	Q4 2024
JPMJPMorgan Chase & Co	$1.06M	0.39%	0.00%	+19.6%	Q4 2024
PWRQuanta Services, Inc.	$1.06M	0.39%	0.00%	+11.7%	Q1 2025
CIMChimera Investment Corp	$1.01M	0.37%	0.10%	New	Q1 2026
EGEverest Group, Ltd.	$998K	0.37%	0.00%	New	Q1 2026
VRTVertiv Holdings Co	$992K	0.36%	0.00%	+1.5%	Q4 2024
GLWCorning Inc	$971K	0.36%	0.00%	-59.1%	Q4 2025
IBITiShares Bitcoin Trust ETF	$961K	0.35%	0.00%	+4.3%	Q4 2024
FISVFiserv Inc	$958K	0.35%	0.00%	+11.8%	Q4 2025
PODDInsulet Corp	$957K	0.35%	0.01%	New	Q1 2026
OKEOneok Inc	$922K	0.34%	0.00%	New	Q1 2026
CNICanadian National Railway Co	$874K	0.32%	0.00%	+186.8%	Q4 2024
PEPPepsico Inc	$811K	0.30%	0.00%	Not reported	Q2 2025
INTCIntel Corp	$805K	0.30%	0.00%	New	Q1 2026
OCSLOaktree Specialty Lending Corp	$769K	0.28%	0.08%	+493.7%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$762K	0.28%	0.00%	-17.8%	Q4 2024
ADPAutomatic Data Processing Inc	$741K	0.27%	0.00%	New	Q1 2026
NOWServiceNow, Inc.	$732K	0.27%	0.00%	Not reported	Q4 2024

Q4 2025Reported Feb 17, 202686 positions
SPYSPDR S&P 500 ETF Trust	$14.5M	5.35%	Not reported	-2.2%	Q4 2024
MSFTMicrosoft Corp	$10.1M	3.72%	0.00%	+26.3%	Q4 2024
NVDANvidia Corp	$9.4M	3.48%	0.00%	+39.3%	Q4 2024
GOOGLAlphabet Inc.	$8.03M	2.97%	0.00%	+60.7%	Q4 2024
AAPLApple Inc.	$8.02M	2.97%	0.00%	+16.6%	Q4 2024
UPSUnited Parcel Service Inc	$6.31M	2.33%	0.01%	+19.1%	Q4 2024
LLYELI LILLY & Co	$4.96M	1.83%	0.00%	+159.9%	Q4 2024
RLIRli Corp	$4.01M	1.48%	0.07%	+23.0%	Q1 2025
QCOMQualcomm Inc	$3.96M	1.47%	0.00%	+4.1%	Q1 2025
GLDSPDR Gold Trust	$3.85M	1.42%	0.00%	-0.7%	Q4 2024
AMZNAmazon Com Inc	$3.58M	1.32%	0.00%	-1.1%	Q4 2024
METAMeta Platforms, Inc.	$3.36M	1.24%	Not reported	-23.0%	Q4 2024
VVisa Inc.	$2.73M	1.01%	0.00%	+0.8%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.46M	0.91%	Not reported	-3.3%	Q4 2024
DOCHealthpeak Properties, Inc.	$2.42M	0.90%	0.02%	+6.5%	Q4 2024
UNHUnitedhealth Group Inc	$2.32M	0.86%	0.00%	+36.8%	Q4 2024
TXOTXO Partners, L.P.	$2.13M	0.79%	0.36%	+12.2%	Q4 2024
MSCIMSCI Inc.	$1.86M	0.69%	0.00%	New	Q4 2025
TSLATesla, Inc.	$1.71M	0.63%	0.00%	+70.4%	Q4 2024
AVGOBroadcom Inc.	$1.66M	0.61%	0.00%	+0.3%	Q4 2024
BFSSaul Centers, Inc.	$1.63M	0.60%	0.21%	-11.7%	Q1 2025
ELVElevance Health, Inc.	$1.58M	0.58%	0.00%	-46.8%	Q3 2025
LINLinde PLC	$1.55M	0.57%	0.00%	New	Q4 2025
GLWCorning Inc	$1.53M	0.57%	0.00%	New	Q4 2025
GEGeneral Electric Co	$1.51M	0.56%	0.00%	+1.9%	Q1 2025
HOODRobinhood Markets, Inc.	$1.46M	0.54%	0.01%	-3.5%	Q1 2025
APPAppLovin Corp	$1.39M	0.51%	0.00%	+5.5%	Q4 2024
CRDOCredo Technology Group Holding Ltd	$1.35M	0.50%	0.01%	+1.5%	Q2 2025
AZOAutozone Inc	$1.22M	0.45%	0.00%	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$1.21M	0.45%	Not reported	+0.2%	Q4 2024
PLTRPalantir Technologies Inc.	$1.2M	0.44%	0.00%	-26.2%	Q2 2025
IBITiShares Bitcoin Trust ETF	$1.19M	0.44%	0.00%	+3.3%	Q4 2024
NETCloudflare, Inc.	$1.18M	0.44%	Not reported	+1.3%	Q4 2024
TMUST-Mobile US, Inc.	$1.16M	0.43%	0.00%	New	Q4 2025
DASHDoorDash, Inc.	$1.12M	0.41%	Not reported	-6.7%	Q1 2025
CRWDCrowdStrike Holdings, Inc.	$1.11M	0.41%	0.00%	+1.1%	Q4 2024
FISVFiserv Inc	$1.03M	0.38%	0.00%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$1.01M	0.37%	Not reported	-0.7%	Q4 2024
JPMJPMorgan Chase & Co	$973K	0.36%	0.00%	-0.3%	Q4 2024
SNOWSnowflake Inc.	$899K	0.33%	0.00%	-4.1%	Q2 2025
GSBDGoldman Sachs BDC, Inc.	$796K	0.29%	0.08%	Not reported	Q1 2025
COPConocophillips	$796K	0.29%	0.00%	-25.2%	Q3 2025
BRK.ABerkshire Hathaway Inc	$755K	0.28%	Not reported	Not reported	Q4 2024
BMYBristol Myers Squibb Co	$755K	0.28%	0.00%	-87.5%	Q2 2025
PWRQuanta Services, Inc.	$727K	0.27%	0.00%	-6.6%	Q1 2025
ANETArista Networks, Inc.	$684K	0.25%	0.00%	-51.5%	Q4 2024
VRTVertiv Holdings Co	$632K	0.23%	0.00%	+82.5%	Q4 2024
AONAon plc	$623K	0.23%	0.00%	-0.1%	Q4 2024
RKLBRocket Lab Corp	$608K	0.23%	0.00%	New	Q4 2025
HDHome Depot, Inc.	$560K	0.21%	0.00%	-0.7%	Q4 2024

Q3 2025Reported Nov 12, 202584 positions
SPYSPDR S&P 500 ETF Trust	$14.4M	5.46%	Not reported	+1.9%	Q4 2024
MSFTMicrosoft Corp	$8.53M	3.23%	0.00%	+43.9%	Q4 2024
NVDANvidia Corp	$6.75M	2.55%	0.00%	+21.3%	Q4 2024
AAPLApple Inc.	$6.44M	2.44%	0.00%	+0.6%	Q4 2024
BMYBristol Myers Squibb Co	$5.06M	1.91%	0.01%	+16.0%	Q2 2025
METAMeta Platforms, Inc.	$4.85M	1.84%	Not reported	+139.5%	Q4 2024
UPSUnited Parcel Service Inc	$4.46M	1.69%	0.01%	+55.3%	Q4 2024
GOOGLAlphabet Inc.	$3.88M	1.47%	0.00%	-22.6%	Q4 2024
QCOMQualcomm Inc	$3.7M	1.40%	0.00%	-0.1%	Q1 2025
GLDSPDR Gold Trust	$3.48M	1.32%	0.00%	+63.5%	Q4 2024
AMZNAmazon Com Inc	$3.44M	1.30%	0.00%	-17.2%	Q4 2024
RLIRli Corp	$3.32M	1.26%	0.06%	Not reported	Q1 2025
ELVElevance Health, Inc.	$2.73M	1.03%	0.00%	New	Q3 2025
DOCHealthpeak Properties, Inc.	$2.71M	1.02%	0.02%	-13.8%	Q4 2024
VVisa Inc.	$2.63M	1.00%	0.00%	+212.5%	Q4 2024
TXOTXO Partners, L.P.	$2.5M	0.95%	0.32%	+100.1%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.5M	0.95%	Not reported	+0.9%	Q4 2024
DOWDow Inc.	$2.39M	0.91%	0.01%	+33.4%	Q4 2024
CHCTCommunity Healthcare Trust Inc	$2.32M	0.88%	0.53%	+11.2%	Q4 2024
HOODRobinhood Markets, Inc.	$1.92M	0.73%	0.01%	+0.4%	Q1 2025
BFSSaul Centers, Inc.	$1.87M	0.71%	0.24%	+55.1%	Q1 2025
UNHUnitedhealth Group Inc	$1.78M	0.67%	0.00%	Not reported	Q4 2024
PLTRPalantir Technologies Inc.	$1.67M	0.63%	0.00%	+2.9%	Q2 2025
AVGOBroadcom Inc.	$1.57M	0.60%	0.00%	-0.3%	Q4 2024
ANETArista Networks, Inc.	$1.57M	0.59%	0.00%	+168.7%	Q4 2024
IBITiShares Bitcoin Trust ETF	$1.51M	0.57%	0.00%	-4.5%	Q4 2024
ADBEAdobe Inc.	$1.49M	0.56%	0.00%	-10.4%	Q1 2025
GEGeneral Electric Co	$1.44M	0.55%	0.00%	-1.5%	Q1 2025
DASHDoorDash, Inc.	$1.44M	0.54%	Not reported	+1.2%	Q1 2025
APPAppLovin Corp	$1.4M	0.53%	0.00%	-5.7%	Q4 2024
LLYELI LILLY & Co	$1.35M	0.51%	0.00%	-30.6%	Q4 2024
CRDOCredo Technology Group Holding Ltd	$1.34M	0.51%	0.01%	+3.2%	Q2 2025
NETCloudflare, Inc.	$1.27M	0.48%	Not reported	+1.9%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$1.18M	0.45%	Not reported	+4.4%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$1.15M	0.44%	0.00%	+2.9%	Q4 2024
SPOTSpotify Technology S.A.	$1.15M	0.43%	0.00%	+24.8%	Q4 2024
NFLXNetflix Inc	$1.13M	0.43%	0.00%	+12.9%	Q2 2025
EMNEastman Chemical Co	$1.08M	0.41%	0.02%	New	Q3 2025
COPConocophillips	$1.08M	0.41%	0.00%	New	Q3 2025
AXONAxon Enterprise, Inc.	$1.01M	0.38%	0.00%	+17.4%	Q4 2024
BRK.BBerkshire Hathaway Inc	$1.01M	0.38%	Not reported	+17.2%	Q4 2024
TSLATesla, Inc.	$994K	0.38%	0.00%	Not reported	Q4 2024
VRTXVertex Pharmaceuticals Inc / Ma	$965K	0.37%	0.00%	Not reported	Q4 2024
SNOWSnowflake Inc.	$963K	0.36%	0.00%	+9.6%	Q2 2025
JPMJPMorgan Chase & Co	$955K	0.36%	0.00%	+4.0%	Q4 2024
NMFCNew Mountain Finance Corp	$928K	0.35%	0.09%	-31.2%	Q4 2024
OCSLOaktree Specialty Lending Corp	$927K	0.35%	0.08%	-26.6%	Q4 2024
MRTNMarten Transport Ltd	$764K	0.29%	0.09%	+23.7%	Q4 2024
PWRQuanta Services, Inc.	$764K	0.29%	0.00%	+14.4%	Q1 2025
BRK.ABerkshire Hathaway Inc	$754K	0.29%	Not reported	Not reported	Q4 2024

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