§ 13F · FUND PROFILE
Edge Financial Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $223M (13F)Positions · 147Turnover · — · Q4Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 380K | $28M | 11.9% | +231% |
| 2 | AVNM | AMERICAN CENTY ETF TR | 165K | $12M | 5.1% | +280% |
| 3 | SPY | SPDR S&P 500 ETF TR | 17K | $12M | 4.9% | −3% |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 266K | $10M | 4.3% | +5% |
| 5 | DYNF | BLACKROCK ETF TRUST | 165K | $10M | 4.2% | +6% |
| 6 | ITOT | ISHARES TR | 64K | $9M | 4.0% | −66% |
| 7 | JQUA | J P MORGAN EXCHANGE TRADED F | 143K | $9M | 3.8% | +7% |
| 8 | DFAI | DIMENSIONAL ETF TRUST | 226K | $9M | 3.6% | +5% |
| 9 | AAPL | APPLE INC | 30K | $8M | 3.4% | ±0% |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | 106K | $6M | 2.6% | +12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EDGE SIGNAL
AC read
Edge Financial Advisors LLC is a Other fund managing $223 million in assets. The fund runs a portfolio of 147 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed