DOSSIER · 13F-HR · Q1 2026

Edge Wealth Management LLC

Edge Wealth's pension fund based in Boston, MA — $585M in tracked AUM across 85 positions as of Q1 2026.

EW

Edge Wealth·Boston, MA·Pension Fund

CIK 0001567163 · last filed Mar 31, 2026

Total AUM

$585M

▼ 0.6%

vs prior

Holdings

85

—

positions

Whale Score

59

59

tracked

Activity

—

no data

changes this Q

Top sector

Tech

4% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Edge Wealth Management LLC SEC 13F Filing

Portfolio Overview

Edge Wealth Management LLC has reported a significant expansion in its portfolio management operations for the quarter ending December 31, 2025. The total portfolio value surged by 167.3%, growing from $211.93M to $566.49M. This dramatic increase in Assets Under Management (AUM) suggests substantial capital inflows, a shift in investment mandate, or the consolidation of reporting entities. Th...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

SIMPLIFY EXCHANGE TRADED FUN

$53M1.1M9.1%

02

ALPHABET INC

$46M161K7.9%

03

APPLE INC

$42M166K7.2%

04

ISHARES TR

$32M390K5.5%

05

LITMAN GREGORY FDS TR

$32M1.1M5.5%

06

MICROSOFT CORP

$29M79K5.0%

07

ISHARES TR

$28M114K4.8%

08

WALMART INC

$26M209K4.4%

09

JPMORGAN CHASE & CO

$26M87K4.4%

10

EXXON MOBIL CORP

$24M139K4.0%

Filing history

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