DOSSIER · 13F-HR · Q2 2026

WEALTHEDGE INVESTMENT ADVISORS, LLC

$294M in tracked AUM across 143 positions as of Q2 2026.

WI
CIK 0002058455 · last filed Jun 30, 2026
Total AUM
$294M
as of Q2 2026
Holdings
143
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

WEALTHEDGE INVESTMENT ADVISORS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$19M25K6.5%
02
MSFT
MICROSOFT CORP
$13M35K4.5%
03
AAPL
APPLE INC
$12M43K4.2%
04
NVDA
NVIDIA CORPORATION
$10M52K3.6%
05
GOOGL
ALPHABET INC
$10M28K3.4%
06
AGG
ISHARES TR
$9M94K3.1%
07
SCHG
SCHWAB STRATEGIC TR
$9M271K3.1%
08
VTV
VANGUARD INDEX FDS
$9M41K3.0%
09
IVV
ISHARES TR
$9M11K2.9%
10
META
META PLATFORMS INC
$8M14K2.6%

Filing history

2026Q2Jun 30
$294M 8.0%
143 positionsView →
2026Q1Mar 31
$272M 0.7%
141 positionsView →
2025Q4Dec 31
$270M 2.3%
132 positionsView →
2025Q3Sep 30
$264M 10.1%
127 positionsView →
2025Q2Jun 30
$240M 8.3%
144 positionsLocked
2025Q1Mar 31
$222M 0.1%
178 positionsLocked
2024Q4Dec 31
$222M
175 positionsLocked