Edge Wealth Management LLC

The firm employs a "Core and Satellite" approach blended with tactical hedging. While there is a heavy concentration in mega-cap blue-chip stocks (the "Core"), the manager utilizes a mix of sector-specific ETFs and a "Simplify Exchange Traded Fund" to manage risk or express specific tactical views. The high turnover ratio—evidenced by 25 new positions and 22 exits—indicates an active management style that is not afraid to significantly reshape the portfolio based on evolving market conditions or new capital deployments.

Key Holdings

The portfolio is dominated by high-conviction positions in leading U.S. corporations, with the top ten holdings accounting for approximately 58% of the total portfolio value.