WEALTHEDGE INVESTMENT ADVISORS, LLC
144 holdingsFiling period: 2026-06-30Current AUM: $301.3Mestimated 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 | $19.3M | 6.39% | +1.2K | 2026-06-30 |
| 2 | MSFT | MICROSOFT CORP | 35.1K | $13.1M | $17.5M | 5.79% | +748 | 2026-06-30 |
| 3 | AAPL | APPLE INC | 43.0K | $12.4M | $14.2M | 4.72% | -2,348 | 2026-06-30 |
| 4 | NVDA | NVIDIA CORPORATION | 52.3K | $10.5M | $11.1M | 3.68% | +2.0K | 2026-06-30 |
| 5 | GOOGL | ALPHABET INC | 28.3K | $10.1M | $9.8M | 3.25% | -2,511 | 2026-06-30 |
| 6 | AGG | ISHARES TR | 93.5K | $9.3M | $9.0M | 2.98% | +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 | $9.1M | 3.04% | +5.9K | 2026-06-30 |
| 9 | IVV | ISHARES TR | 11.4K | $8.5M | $8.6M | 2.87% | -597 | 2026-06-30 |
| 10 | META | META PLATFORMS INC | 13.7K | $7.7M | $9.2M | 3.05% | +3.7K | 2026-06-30 |
| 11 | PAAA | PGIM ETF TR | 133.4K | $6.8M | $6.9M | 2.28% | -- | 2026-06-30 |
| 12 | VO | VANGUARD INDEX FDS | 77.7K | $6.3M | $6.2M | 2.06% | +55.7K | 2026-06-30 |
| 13 | OEF | ISHARES TR | 15.9K | $5.8M | $6.0M | 1.99% | +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 | $5.5M | 1.82% | -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 | $4.6M | 1.52% | +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 | 1.41% | +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 | $3.3M | 1.08% | +253 | 2026-06-30 |
| 23 | XLF | SELECT SECTOR SPDR TR | 69.4K | $3.7M | $3.9M | 1.31% | -5,071 | 2026-06-30 |
| 24 | IEFA | ISHARES TR | 36.7K | $3.5M | $3.6M | 1.20% | -7,140 | 2026-06-30 |
| 25 | LLY | ELI LILLY & CO | 2.9K | $3.5M | $3.3M | 1.10% | -1,521 | 2026-06-30 |
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