Wealthedge Investment Advisors, LLC
144 holdingsFiling period: 2026-06-30Current AUM: $302.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | State Str Spdr S&P 500 ETF T | 25.4K | $19.0M | $19.5M | 6.44% | +1.2K | 2026-06-30 |
| 2 | MSFT | Microsoft Corp | 35.1K | $13.1M | $18.7M | 6.19% | +748 | 2026-06-30 |
| 3 | AAPL | Apple Inc | 43.0K | $12.4M | $14.8M | 4.89% | -2,348 | 2026-06-30 |
| 4 | NVDA | NVIDIA Corporation | 52.3K | $10.5M | $11.3M | 3.74% | +2.0K | 2026-06-30 |
| 5 | GOOGL | Alphabet Inc | 28.3K | $10.1M | $9.0M | 2.97% | -2,511 | 2026-06-30 |
| 6 | AGG | iShares TR | 93.5K | $9.3M | $9.0M | 2.97% | +2.2K | 2026-06-30 |
| 7 | SCHG | Schwab Strategic TR | 271.1K | $9.2M | $9.5M | 3.15% | +89.8K | 2026-06-30 |
| 8 | VTV | Vanguard Index Fds | 41.1K | $9.0M | $9.3M | 3.08% | +5.9K | 2026-06-30 |
| 9 | IVV | iShares TR | 11.4K | $8.5M | $8.8M | 2.90% | -597 | 2026-06-30 |
| 10 | META | Meta Platforms Inc | 13.7K | $7.7M | $8.6M | 2.86% | +3.7K | 2026-06-30 |
| 11 | PAAA | Pgim ETF TR | 133.4K | $6.8M | $6.9M | 2.27% | -- | 2026-06-30 |
| 12 | VO | Vanguard Index Fds | 77.7K | $6.3M | $6.3M | 2.09% | +55.7K | 2026-06-30 |
| 13 | OEF | iShares TR | 15.9K | $5.8M | $6.1M | 2.00% | +8.7K | 2026-06-30 |
| 14 | SGOV | iShares TR | 53.1K | $5.3M | $5.3M | 1.77% | -3,629 | 2026-06-30 |
| 15 | XLV | Select Sector Spdr TR | 32.8K | $5.2M | $5.9M | 1.94% | -8,010 | 2026-06-30 |
| 16 | VCIT | Vanguard Scottsdale Fds | 58.1K | $4.8M | $4.6M | 1.53% | +3.3K | 2026-06-30 |
| 17 | QCOM | Qualcomm Inc | 24.5K | $4.5M | $4.4M | 1.45% | +1.4K | 2026-06-30 |
| 18 | AMZN | Amazon.com Inc | 18.3K | $4.4M | $4.6M | 1.51% | -10,374 | 2026-06-30 |
| 19 | SCHP | Schwab Strategic TR | 163.7K | $4.3M | $4.2M | 1.39% | -17,316 | 2026-06-30 |
| 20 | VTIP | Vanguard Malvern Fds | 85.7K | $4.3M | $4.2M | 1.38% | +1.5K | 2026-06-30 |
| 21 | SHY | iShares TR | 49.7K | $4.1M | $4.0M | 1.34% | +372 | 2026-06-30 |
| 22 | MU | Micron Technology Inc | 3.5K | $4.0M | $3.2M | 1.05% | +253 | 2026-06-30 |
| 23 | XLF | Select Sector Spdr TR | 69.4K | $3.7M | $3.9M | 1.29% | -5,071 | 2026-06-30 |
| 24 | IEFA | iShares TR | 36.7K | $3.5M | $3.5M | 1.17% | -7,140 | 2026-06-30 |
| 25 | LLY | Eli Lilly & Co | 2.9K | $3.5M | $3.7M | 1.23% | -1,521 | 2026-06-30 |
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