§ 13F · FUND PROFILE
WEALTHEDGE INVESTMENT ADVISORS, LLC.
Institutional filer · behavioral pattern: Tactical / Macro. Summary pending.
AUM · $264M (13F)Positions · 127Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$28M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 24K | $16M | 5.8% | +14% |
| 2 | MSFT | MICROSOFT CORP | 34K | $13M | 4.7% | +65% |
| 3 | AAPL | APPLE INC | 45K | $11M | 4.2% | +54% |
| 4 | AGG | ISHARES TR | 91K | $9M | 3.3% | +1200% |
| 5 | GOOGL | ALPHABET INC | 31K | $9M | 3.3% | +20% |
| 6 | NVDA | NVIDIA CORPORATION | 50K | $9M | 3.2% | ±0% |
| 7 | JAAA | JANUS DETROIT STR TR | 163K | $8M | 3.0% | −4% |
| 8 | IVV | ISHARES TR | 12K | $8M | 2.9% | −1% |
| 9 | VTV | VANGUARD INDEX FDS | 35K | $7M | 2.5% | +9% |
| 10 | VO | VANGUARD INDEX FDS | 22K | $6M | 2.3% | −5% |
§ 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 $264 million in assets. The fund runs a portfolio of 127 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