§ 13F · FUND PROFILE
WEALTHEDGE INVESTMENT ADVISORS, LLC.
Institutional filer · behavioral pattern: Tactical / Macro. Summary pending.
AUM · $240.0T (13F)Positions · 144Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14.6T 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 FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 21K | $14.5T | 5.3% | −2% |
| 2 | LTPZ | PIMCO ETF TR | 256K | $13.3T | 4.9% | −4% |
| 3 | MSFT | MICROSOFT CORP | 21K | $10.1T | 3.7% | +26% |
| 4 | NVDA | NVIDIA CORPORATION | 50K | $9.4T | 3.5% | +39% |
| 5 | SGOV | ISHARES TR | 86K | $8.7T | 3.2% | +58% |
| 6 | JAAA | JANUS DETROIT STR TR | 170K | $8.6T | 3.2% | +39% |
| 7 | IVV | ISHARES TR | 12K | $8.3T | 3.1% | −1% |
| 8 | GOOGL | ALPHABET INC | 26K | $8.0T | 3.0% | +61% |
| 9 | AAPL | APPLE INC | 29K | $8.0T | 3.0% | +17% |
| 10 | SCHP | SCHWAB STRATEGIC TR | 267K | $7.1T | 2.6% | +15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHEDGE SIGNAL
AC read
WEALTHEDGE INVESTMENT ADVISORS, LLC is a Tactical / Macro fund managing $240006.0 trillion in assets. The fund runs a portfolio of 144 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed