§ 13F · FUND PROFILE
Edge Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $564.6T (13F)Positions · 88Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.4T 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 JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 180K | $56.3T | 9.9% | −2% |
| 2 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | 1.00M | $50.4T | 8.9% | +211% |
| 3 | AAPL | APPLE INC | 182K | $49.4T | 8.7% | −1% |
| 4 | MSFT | MICROSOFT CORP | 82K | $39.8T | 7.0% | −1% |
| 5 | SHY | ISHARES TR | 383K | $31.7T | 5.6% | +6% |
| 6 | JPM | JPMORGAN CHASE & CO. | 88K | $28.2T | 5.0% | −1% |
| 7 | IWM | ISHARES TR | 114K | $28.0T | 5.0% | −1% |
| 8 | WMT | WALMART INC | 214K | $23.8T | 4.2% | −1% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 41K | $20.4T | 3.6% | ±0% |
| 10 | BLK | BLACKROCK INC | 16K | $17.1T | 3.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EDGE SIGNAL
AC read
Edge Wealth Management LLC is a Other fund managing $564562.8 trillion in assets. The fund runs a portfolio of 88 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed