13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002058455
Total reported value
$294.1M
$294.1M
143 檔
17.3%
In Q2 2025, Wealthedge Investment Advisors, LLC's U.S. equity holdings reached a combined market value of $294.1M, distributed across 143 disclosed stock positions.
In Q2 2025, Wealthedge Investment Advisors, LLC displayed an active expansion posture, initiating 16 new positions and adding to 12 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 5.77% | -0.49% | +20.05% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.75% | +0.67% | -4.47% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.78% | -0.28% | +332.39% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.16% | +0.02% | +0.83% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.78% | -0.29% | — | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.72% | -0.09% | +284.23% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.57% | -0.18% | -9.19% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.37% | -0.22% | -36.45% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.30% | +0.52% | -9.21% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.15% | +0.01% | -13.88% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.08% | +1.18% | -2.26% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.96% | +0.34% | -42.16% | |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.94% | -2.65% | -0.06% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.89% | -0.16% | -7.49% | |
| 15 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.86% | — | — | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.73% | -0.71% | -2.67% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.51% | +0.19% | -47.22% | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.51% | -0.04% | +76.00% | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 1.48% | +0.45% | — | |
| 20 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.45% | -0.47% | +15.62% | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 1.27% | +0.20% | +3.03% | |
| 22 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 1.20% | -0.42% | EXIT | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.17% | -0.11% | -1.46% | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.16% | -0.18% | -2.12% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.03% | -0.03% | -24.87% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.98% | -0.09% | -24.92% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.96% | -0.16% | -2.60% | |
| 28 | CHCT | Community Healthcare Trust I | Stock-Other | 0.95% | -0.44% | EXIT | |
| 29 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.92% | +1.14% | -1.04% | |
| 30 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.91% | — | — | |
| 31 | BTAL | Agf US Market Neutral Anti-b | ETF-Other | 0.91% | -0.05% | — | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.89% | — | +3.49% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 0.89% | -0.43% | +2.19% | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.87% | -0.08% | +10.33% | |
| 35 | DOW | Dow Inc | Stock-Materials | 0.86% | — | -14.71% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | +0.53% | -22.80% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.83% | -0.31% | -23.17% | |
| 38 | JPIN | JPM Diversified Ret Intl Eq | ETF-Other | 0.78% | -0.13% | -36.30% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.76% | -0.39% | -5.12% | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.76% | -0.08% | EXIT | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.76% | -0.25% | -27.96% | |
| 42 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.75% | — | +8.44% | |
| 43 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.66% | -0.11% | +0.14% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | -0.01% | -1.08% | |
| 45 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.62% | -0.09% | -63.45% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | -0.02% | -23.47% | |
| 47 | NMFC | New Mountain Finance CORP | Stock-Other | 0.61% | — | -8.49% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.60% | -0.04% | -22.18% | |
| 49 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.56% | -0.05% | -39.36% | |
| 50 | TXO | Txo Partners LP | Stock-Other | 0.56% | -0.06% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +2.8% | +332.39% | Add |
| 2 | SCHP | Schwab U.s. Tips ETF | +2.8% | NEW | New buy |
| 3 | VTIP | Vanguard Short-term Tips | +2% | +284.23% | Add |
| 4 | BMY | Bristol-myers Squibb Co | +1.9% | NEW | New buy |
| 5 | DOC | Healthpeak Properties Inc | +0.9% | +417.47% | Add |
| 6 | LYB | LyondellBasell Industries N.V. | +0.9% | NEW | New buy |
| 7 | BTAL | Agf US Market Neutral Anti-b | +0.9% | NEW | New buy |
| 8 | TIP | Ishares Tips Bond ETF | +0.6% | +76.00% | Add |
| 9 | HUM | Humana Inc | +0.5% | NEW | New buy |
| 10 | PEP | Pepsico Inc | +0.5% | NEW | New buy |
| 11 | PLTR | Palantir Technologies Inc-a | +0.5% | NEW | New buy |
| 12 | NFLX | Netflix Inc | +0.5% | NEW | New buy |
| 13 | BNL | Broadstone Net Lease Inc | +0.5% | NEW | New buy |
| 14 | AMAT | Applied Materials Inc | +0.4% | NEW | New buy |
| 15 | NOW | Servicenow Inc | +0.4% | NEW | New buy |
| 16 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.4% | NEW | New buy |
| 17 | SNOW | Snowflake Inc | +0.4% | NEW | New buy |
| 18 | HOOD | Robinhood Markets Inc - A | +0.4% | +48.65% | Add |
| 19 | CRDO | Credo Technology Group Holding Ltd | +0.3% | NEW | New buy |
| 20 | HR | Healthcare Realty Trust Inc | +0.3% | NEW | New buy |
| 21 | LTPZ | Pimco 15+ Yr US Tips Indx | +0.3% | +20.05% | Add |
| 22 | BFS | Saul Centers Inc | +0.3% | +196.13% | Add |
| 23 | AXON | Axon Enterprise Inc | +0.3% | +180.65% | Add |
| 24 | OKLO | Oklo Inc | +0.3% | NEW | New buy |
| 25 | SPOT | Spotify Technology S.A. | +0.3% | +132.86% | Add |
| 26 | ADBE | Adobe Inc | +0.3% | +64.88% | Add |
| 27 | CHCT | Community Healthcare Trust I | +0.2% | +55.84% | Add |
| 28 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.83% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -4.47% | Trim |
| 30 | ST | Sensata Technologies Holding plc | -0.3% | EXIT | Sold out |
| 31 | ✓ | On Holding AG | -0.4% | EXIT | Sold out |
| 32 | ALGN | Align Technology Inc | -0.4% | EXIT | Sold out |
| 33 | GBDC | Golub Capital Bdc Inc | -0.4% | -39.28% | Trim |
| 34 | JQUA | Jpmorgan US Quality Factor | -0.4% | -39.36% | Trim |
| 35 | JPIN | JPM Diversified Ret Intl Eq | -0.4% | -36.30% | Trim |
| 36 | LLY | Eli Lilly & Co | -0.4% | -23.17% | Trim |
| 37 | VCLT | Vanguard Long-term CORP Bond | -0.4% | EXIT | Sold out |
| 38 | DOCS | Doximity Inc-class A | -0.5% | EXIT | Sold out |
| 39 | TCPC | Blackrock Tcp Capital CORP | -0.5% | EXIT | Sold out |
| 40 | TGTX | Tg Therapeutics Inc | -0.5% | EXIT | Sold out |
| 41 | DEA | Easterly Government Properties, Inc. | -0.6% | EXIT | Sold out |
| 42 | AHRT | Ah Realty Trust Inc | -0.6% | -83.65% | Trim |
| 43 | NVDA | Nvidia CORP | -0.6% | -42.16% | Trim |
| 44 | VRTX | Vertex Pharmaceuticals Inc | -0.6% | EXIT | Sold out |
| 45 | DOW | Dow Inc | -0.6% | -14.71% | Trim |
| 46 | MSFT | Microsoft CORP | -0.7% | -36.45% | Trim |
| 47 | CNI | Canadian Natl Railway Co | -0.7% | EXIT | Sold out |
| 48 | AAPL | Apple Inc | -0.8% | -13.88% | Trim |
| 49 | IBIT | Ishares Bitcoin Trust ETF | -0.8% | -63.45% | Trim |
| 50 | GOOGL | Alphabet Inc-cl A | -1.2% | -47.22% | Trim |
According to official SEC Form 13F filings, Wealthedge Investment Advisors, LLC reported a total U.S. public equity portfolio value of $294.1M across 143 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LTPZ, SPY, SGOV) accounted for 17.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
SCHP
市值: $6.7M
Top Position Liquidated / Trimmed
CNI
前期市值: $1.5M
During Q2 2025, Wealthedge Investment Advisors, LLC's top holdings by market value included LTPZ (5.8%)、SPY (5.8%)、SGOV (3.8%). The largest single position, LTPZ, represented 5.8% of total portfolio value.
In Q2 2025, Wealthedge Investment Advisors, LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 12 positions, trimming 12 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.