Edge Wealth Management LLC 13F Holdings
CIK 0001567163 · NEW YORK, NY
As of Sep 30, 2025, Edge Wealth Management LLC reported 88 positions worth $564.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 184,217 | $46.9M | 8.31% |
| ALPHABET INC | GOOGL | Equity | 182,633 | $44.4M | 7.86% |
| MICROSOFT CORP | MSFT | Technology | 82,858 | $42.9M | 7.60% |
| ISHARES PREFERRED & INCOME S | PFF | — | 1,144,329 | $36.2M | 6.41% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 360,195 | $29.9M | 5.29% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 88,755 | $28.0M | 4.96% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 115,238 | $27.9M | 4.94% |
| WALMART INC | WMT | Consumer Defensive | 216,706 | $22.3M | 3.96% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 40,770 | $20.5M | 3.63% |
| BLACKROCK INC | BLK | Financial Services | 15,988 |