§ 13F · FUND PROFILE
WEALTHEDGE INVESTMENT ADVISORS, LLC.
AUM · $294M (13F)Positions · 143Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 25K | $19M | 6.5% | +5% |
| 2 | MSFT | MICROSOFT CORP | 35K | $13M | 4.5% | +2% |
| 3 | AAPL | APPLE INC | 43K | $12M | 4.2% | −5% |
| 4 | NVDA | NVIDIA CORPORATION | 52K | $10M | 3.6% | +4% |
| 5 | GOOGL | ALPHABET INC | 28K | $10M | 3.4% | −8% |
| 6 | AGG | ISHARES TR | 94K | $9M | 3.1% | +2% |
| 7 | SCHG | SCHWAB STRATEGIC TR | 271K | $9M | 3.1% | +50% |
| 8 | VTV | VANGUARD INDEX FDS | 41K | $9M | 3.0% | +17% |
| 9 | IVV | ISHARES TR | 11K | $9M | 2.9% | −5% |
| 10 | META | META PLATFORMS INC | 14K | $8M | 2.6% | +37% |
§ 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 $294 million in assets. The fund runs a portfolio of 143 positions.
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