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CIK: 0002058455
Total reported value
$294.1M
$294.1M
132 檔
19.0%
During the Q4 2025 filing period, Wealthedge Investment Advisors, LLC (CIK: 0002058455) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $294.1M across 132 reported positions.
Wealthedge Investment Advisors, LLC executed strategic sector rebalancing during Q4 2025, establishing 11 new positions while fully exiting 10 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.35% | +0.67% | -2.15% | |
| 2 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 4.90% | -0.49% | -4.05% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.72% | -0.22% | +26.29% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.48% | +0.34% | +39.30% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.21% | -0.28% | +57.52% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.17% | -2.65% | +38.76% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.07% | +0.02% | -0.90% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.97% | +0.19% | +60.65% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.97% | +0.01% | +16.55% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.62% | -0.29% | +15.14% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.48% | -0.18% | +2.92% | |
| 12 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.33% | -0.47% | +19.14% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 2.28% | +0.52% | -0.44% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.01% | +1.18% | -3.87% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.94% | -0.16% | -1.19% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.83% | -0.31% | +159.89% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.77% | -0.25% | +2.47% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.61% | -0.14% | +1.05% | |
| 19 | RLI | Rli CORP | Stock-Financials | 1.48% | -0.09% | EXIT | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 1.47% | +0.45% | +4.14% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-Other | 1.46% | -0.43% | -0.23% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 1.42% | -0.39% | -0.70% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | -0.71% | -1.05% | |
| 24 | XLF | Ss Financial Select Sector | ETF-Other | 1.25% | -0.08% | +0.63% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | +0.53% | -23.04% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.09% | -0.11% | +1.03% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.09% | -0.09% | +2.53% | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.03% | -0.18% | +0.36% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | +0.09% | +0.83% | |
| 30 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.96% | -0.03% | -4.49% | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.92% | +1.14% | +0.10% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.91% | -0.09% | -3.34% | |
| 33 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.90% | -0.42% | EXIT | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.88% | -0.16% | -0.26% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.86% | -0.78% | +36.78% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.83% | +0.20% | +99.69% | |
| 37 | TXO | Txo Partners LP | Stock-Other | 0.79% | -0.06% | EXIT | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.72% | -0.04% | +28.06% | |
| 39 | MSCI | Msci Inc | Stock-Financials | 0.69% | — | — | |
| 40 | JPIN | JPM Diversified Ret Intl Eq | ETF-Other | 0.69% | -0.13% | -5.42% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.69% | -0.04% | -1.02% | |
| 42 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.66% | -0.11% | -0.69% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | -0.42% | +70.37% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.63% | -0.01% | +0.20% | |
| 45 | SJCP | Sanjac Alp Cr Plus Bd | ETF-Other | 0.61% | -0.06% | +55.77% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.11% | +0.27% | |
| 47 | SJLD | Sanjac Alph Low Dur ETF | ETF-Other | 0.61% | -0.07% | +127.06% | |
| 48 | BFS | Saul Centers Inc | Stock-Other | 0.60% | -0.41% | -11.65% | |
| 49 | KDRN | Kingsbarn Tactical Bond ETF | ETF-Other | 0.60% | — | — | |
| 50 | ELV | Elevance Health Inc | Stock-Healthcare | 0.58% | — | -46.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.5% | +60.65% | Add |
| 2 | LLY | Eli Lilly & Co | +1.3% | +159.89% | Add |
| 3 | SGOV | Ishares 0-3 Month Treasury B | +1.1% | +57.52% | Add |
| 4 | NVDA | Nvidia CORP | +0.9% | +39.30% | Add |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | +0.8% | +38.76% | Add |
| 6 | UPS | United Parcel Service-cl B | +0.6% | +19.14% | Add |
| 7 | AAPL | Apple Inc | +0.5% | +16.55% | Add |
| 8 | MSFT | Microsoft CORP | +0.5% | +26.29% | Add |
| 9 | SJLD | Sanjac Alph Low Dur ETF | +0.3% | +127.06% | Add |
| 10 | SCHP | Schwab U.s. Tips ETF | +0.3% | +15.14% | Add |
| 11 | TSLA | Tesla Inc | +0.3% | +70.37% | Add |
| 12 | RLI | Rli CORP | +0.2% | +23.04% | Add |
| 13 | SJCP | Sanjac Alp Cr Plus Bd | +0.2% | +55.77% | Add |
| 14 | UNH | Unitedhealth Group Inc | +0.2% | +36.78% | Add |
| 15 | CNI | Canadian Natl Railway Co | -0.2% | -61.64% | Trim |
| 16 | PLTR | Palantir Technologies Inc-a | -0.2% | -26.22% | Trim |
| 17 | HOOD | Robinhood Markets Inc - A | -0.2% | -3.52% | Trim |
| 18 | NMFC | New Mountain Finance CORP | -0.3% | -78.72% | Trim |
| 19 | OCSL | Oaktree Specialty Lending Co | -0.3% | -83.87% | Trim |
| 20 | ANET | Arista Networks Inc | -0.3% | -51.54% | Trim |
| 21 | NFLX | Netflix Inc | -0.4% | +143.88% | Add |
| 22 | ADBE | Adobe Inc | -0.4% | -78.83% | Trim |
| 23 | ELV | Elevance Health Inc | -0.5% | -46.76% | Trim |
| 24 | LTPZ | Pimco 15+ Yr US Tips Indx | -0.5% | -4.05% | Trim |
| 25 | META | Meta Platforms Inc-class A | -0.6% | -23.04% | Trim |
| 26 | DOW | Dow Inc | -0.8% | -82.47% | Trim |
| 27 | CHCT | Community Healthcare Trust I | -0.8% | -87.82% | Trim |
| 28 | BMY | Bristol-myers Squibb Co | -1.6% | -87.53% | Trim |
| 29 | BTAL | Agf US Market Neutral Anti-b | -2.7% | -85.23% | Trim |
| 30 | MSCI | Msci Inc | — | NEW | New buy |
| 31 | KDRN | Kingsbarn Tactical Bond ETF | — | NEW | New buy |
| 32 | LIN | Linde plc | — | NEW | New buy |
| 33 | GLW | Corning Inc | — | NEW | New buy |
| 34 | AZO | Autozone Inc | — | NEW | New buy |
| 35 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 36 | SPOT | Spotify Technology S.A. | — | EXIT | Sold out |
| 37 | EMN | Eastman Chemical Co | — | EXIT | Sold out |
| 38 | FISV | Fiserv Inc | — | NEW | New buy |
| 39 | AXON | Axon Enterprise Inc | — | EXIT | Sold out |
| 40 | VRTX | Vertex Pharmaceuticals Inc | — | EXIT | Sold out |
| 41 | GSBD | Goldman Sachs Bdc Inc | — | NEW | New buy |
| 42 | MRTN | Marten Transport LTD | — | EXIT | Sold out |
| 43 | CLS | Celestica Inc | — | EXIT | Sold out |
| 44 | MSTR | Strategy Inc | — | EXIT | Sold out |
| 45 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 46 | RKLB | Rocket Lab CORP | — | NEW | New buy |
| 47 | SON | Sonoco Products Co | — | EXIT | Sold out |
| 48 | INCY | Incyte CORP | — | NEW | New buy |
| 49 | HWM | Howmet Aerospace Inc | — | EXIT | Sold out |
| 50 | AKRE | Akre Focus ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Wealthedge Investment Advisors, LLC reported a total U.S. public equity portfolio value of $294.1M across 132 disclosed positions in Q4 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 SPY, LTPZ, MSFT) accounted for 19.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
MSCI
市值: $1.9M
Top Position Liquidated / Trimmed
SPOT
前期市值: $1.1M
During Q4 2025, Wealthedge Investment Advisors, LLC's top holdings by market value included SPY (5.3%)、LTPZ (4.9%)、MSFT (3.7%). The largest single position, SPY, represented 5.3% of total portfolio value.
In Q4 2025, Wealthedge Investment Advisors, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 15 positions, trimming 14 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.
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