Wealthedge Investment Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002058455

Type: FundHoldings: 177Value: $220.9MLatest: 2025Q1

WEALTHEDGE INVESTMENT ADVISORS, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 177 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "HOOD",
  "ONON",
  "ADBE",
  "TGTX",
  null,
  "GOOGL",
  "VDE",
  "AVGO",
  "APP",
  null,
  "NMRK",
  "DEA",
  "NICE",
  "RGTI",
  null,
  "URBN",
  "PAX",
  null,
  null,
  "BGC",
  "DMLP",
  "SCWO",
  "NMFC",
  "ACET",
  "ACRV",
  null,
  "XAIR",
  "HD",
  "MCD",
  "QCOM",
  "CALC",
  "FSCO",
  "HTLD",
  "EMR",
  "META",
  null,
  "MODD",
  "NXDT",
  "RFIL",
  "RLMD",
  "RMCF",
  null,
  null,
  "PWR",
  "MA",
  "MSFT",
  "DOCS",
  "GE",
  "HEI",
  null,
  null,
  "DASH",
  "DOC",
  null,
  "EEM",
  "IWF",
  "PANW",
  "GSBD",
  "GBDC",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "MRK",
  "VZ",
  null,
  null,
  "IEFA",
  null,
  null,
  null,
  null,
  "SHOP",
  "GLD",
  null,
  null,
  null,
  "SBUX",
  "TPR",
  "TJX",
  "TW",
  "UPS",
  "VO",
  "MBX",
  "TBLA",
  "BFS",
  "TCPC",
  "IWV",
  null,
  "VCIT",
  null,
  "VIG",
  "SCPH",
  "OCX",
  "MRTN",
  "AHH",
  null,
  "FSK",
  "VYM",
  null,
  "VRTX",
  "GRBK",
  "RLI",
  "SAIC",
  "ST",
  "UGI",
  "ALGN",
  "AON",
  "AXON",
  "WVE",
  "IWP",
  "CULP",
  "FOSL",
  "GENK",
  "AMZN",
  null,
  "SQM",
  null,
  null,
  null,
  "USB",
  "VEA",
  null,
  null,
  "VBK",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "VANI",
  "V",
  "WMT",
  null,
  null,
  null,
  null,
  "HI",
  "FF",
  "FOXA",
  "BIIB",
  "SCHG",
  "VAC",
  "RPRX",
  "SPOT",
  "PAYC",
  "AUR",
  "BALL",
  "BRK-A",
  "BRK-B",
  "CNI",
  "CPRX",
  "CNTY",
  "CF",
  "CRL",
  "CHDN",
  "NET",
  "COIN",
  "CHCT",
  "CVGI",
  "CTGO",
  "ED",
  "COST",
  "CRWD",
  "DLHC",
  "DOCU",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "LLY",
  "PM",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 177
Total Value: 220879101
Accession Number: 0001085146-25-003040
Form Type: 13F-HR
CIK: wealthedge-investment-advisors
Manager Name: Wealthedge-Investment-Advisors

Data Enrichment

80% identified

142 identified35 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

177 positions • $220.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 9

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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:23.4K

Value:$13.1M

% of Portfolio:5.9% ($13.1M/$220.9M)

72201R304

Shares:219.8K

Value:$12.1M

% of Portfolio:5.5% ($12.1M/$220.9M)

464287200

IVV|464287200

Shares:12.1K

Value:$6.8M

% of Portfolio:3.1% ($6.8M/$220.9M)

MICROSOFT CORP

MSFT|594918104

Shares:18.0K

Value:$6.8M

% of Portfolio:3.1% ($6.8M/$220.9M)

Apple Inc.

AAPL|037833100

Shares:29.2K

Value:$6.5M

% of Portfolio:2.9% ($6.5M/$220.9M)

922908629

VO|922908629

Shares:24.3K

Value:$6.3M

% of Portfolio:2.8% ($6.3M/$220.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:39.1K

Value:$6.0M

% of Portfolio:2.7% ($6.0M/$220.9M)

922908744

VTV|922908744

Shares:34.4K

Value:$5.9M

% of Portfolio:2.7% ($5.9M/$220.9M)

NVIDIA CORP

NVDA|67066G104

Shares:51.6K

Value:$5.6M

% of Portfolio:2.5% ($5.6M/$220.9M)

47103U845

Shares:91.8K

Value:$4.7M

% of Portfolio:2.1% ($4.7M/$220.9M)

464287655

IWM|464287655

Shares:22.7K

Value:$4.5M

% of Portfolio:2.1% ($4.5M/$220.9M)

808524300

SCHG|808524300

Shares:174.5K

Value:$4.4M

% of Portfolio:2.0% ($4.4M/$220.9M)

AMAZON COM INC

AMZN|023135106

Shares:19.4K

Value:$3.7M

% of Portfolio:1.7% ($3.7M/$220.9M)

QUALCOMM INC/DE

QCOM|747525103

Shares:22.3K

Value:$3.4M

% of Portfolio:1.5% ($3.4M/$220.9M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:29.7K

Value:$3.3M

% of Portfolio:1.5% ($3.3M/$220.9M)

DOW INC.

DOW|260557103

Shares:91.8K

Value:$3.2M

% of Portfolio:1.5% ($3.2M/$220.9M)

46438F101

Shares:66.5K

Value:$3.1M

% of Portfolio:1.4% ($3.1M/$220.9M)

921946406

VYM|921946406

Shares:23.4K

Value:$3.0M

% of Portfolio:1.4% ($3.0M/$220.9M)

464287689

IWV|464287689

Shares:9.4K

Value:$3.0M

% of Portfolio:1.3% ($3.0M/$220.9M)

464287457

Shares:34.4K

Value:$2.8M

% of Portfolio:1.3% ($2.8M/$220.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	23.4K	QoQ -11.61% (-3.1K) YoY-	All Managers (Combined)	$13.1M	5.9% ($13.1M/$220.9M)	QoQ -15.63% (-$2.4M) YoY-
(cusip72201R304)✕	219.8K	QoQ +50.31% (+73.6K) YoY-	All Managers (Combined)	$12.1M	5.5% ($12.1M/$220.9M)	QoQ +58.30% (+$4.4M) YoY-
(IVVcusip464287200)	12.1K	QoQ -0.29% (-36) YoY-	All Managers (Combined)	$6.8M	3.1% ($6.8M/$220.9M)	QoQ -4.82% (-$345.5K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	18.0K	QoQ +121.12% (+9.9K) YoY-	All Managers (Combined)	$6.8M	3.1% ($6.8M/$220.9M)	QoQ +96.94% (+$3.3M) YoY-
Apple Inc.(AAPLcusip037833100)	29.2K	QoQ -8.34% (-2.7K) YoY-	All Managers (Combined)	$6.5M	2.9% ($6.5M/$220.9M)	QoQ -18.70% (-$1.5M) YoY-
(VOcusip922908629)	24.3K	QoQ -12.60% (-3.5K) YoY-	All Managers (Combined)	$6.3M	2.8% ($6.3M/$220.9M)	QoQ -14.42% (-$1.1M) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	39.1K	QoQ +629.71% (+33.7K) YoY-	All Managers (Combined)	$6.0M	2.7% ($6.0M/$220.9M)	QoQ +496.14% (+$5.0M) YoY-
(VTVcusip922908744)	34.4K	QoQ -18.74% (-7.9K) YoY-	All Managers (Combined)	$5.9M	2.7% ($5.9M/$220.9M)	QoQ -17.09% (-$1.2M) YoY-
NVIDIA CORP(NVDAcusip67066G104)	51.6K	QoQ +20.15% (-8.7K) YoY-	All Managers (Combined)	$5.6M	2.5% ($5.6M/$220.9M)	QoQ -3.02% (-$174.7K) YoY-
(cusip47103U845)✕	91.8K	QoQ +13.26% (+10.8K) YoY-	All Managers (Combined)	$4.7M	2.1% ($4.7M/$220.9M)	QoQ +13.26% (+$545.5K) YoY-
(IWMcusip464287655)	22.7K	QoQ -13.58% (-3.6K) YoY-	All Managers (Combined)	$4.5M	2.1% ($4.5M/$220.9M)	QoQ -21.97% (-$1.3M) YoY-
(SCHGcusip808524300)	174.5K	QoQ -12.14% (-24.1K) YoY-	All Managers (Combined)	$4.4M	2.0% ($4.4M/$220.9M)	QoQ -21.06% (-$1.2M) YoY-
AMAZON COM INC(AMZNcusip023135106)	19.4K	QoQ -17.02% (-4.0K) YoY-	All Managers (Combined)	$3.7M	1.7% ($3.7M/$220.9M)	QoQ -28.04% (-$1.4M) YoY-
QUALCOMM INC/DE(QCOMcusip747525103)	22.3K	QoQ NEW(+22.3K) YoY-	All Managers (Combined)	$3.4M	1.5% ($3.4M/$220.9M)	QoQ NEW(+$3.4M) YoY-
UNITED PARCEL SERVICE INC(UPScusip911312106)	29.7K	QoQ +35.52% (+7.8K) YoY-	All Managers (Combined)	$3.3M	1.5% ($3.3M/$220.9M)	QoQ +18.21% (+$504.1K) YoY-
DOW INC.(DOWcusip260557103)	91.8K	QoQ +218.36% (+63.0K) YoY-	All Managers (Combined)	$3.2M	1.5% ($3.2M/$220.9M)	QoQ +177.03% (+$2.0M) YoY-
(cusip46438F101)✕	66.5K	QoQ +158.59% (+40.8K) YoY-	All Managers (Combined)	$3.1M	1.4% ($3.1M/$220.9M)	QoQ +128.17% (+$1.7M) YoY-
(VYMcusip921946406)	23.4K	QoQ -3.85% (-937) YoY-	All Managers (Combined)	$3.0M	1.4% ($3.0M/$220.9M)	QoQ -2.81% (-$87.4K) YoY-
(IWVcusip464287689)	9.4K	QoQ -19.92% (-2.3K) YoY-	All Managers (Combined)	$3.0M	1.3% ($3.0M/$220.9M)	QoQ -23.90% (-$935.7K) YoY-
(cusip464287457)✕	34.4K	QoQ +16.46% (+4.9K) YoY-	All Managers (Combined)	$2.8M	1.3% ($2.8M/$220.9M)	QoQ +17.53% (+$425.2K) YoY-