WEALTHEDGE INVESTMENT ADVISORS, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
WEALTHEDGE INVESTMENT ADVISORS, LLC 13F Holdings
CIK 0002058455
As of Sep 30, 2025, WEALTHEDGE INVESTMENT ADVISORS, LLC reported
127 positions worth $264.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 21,662 |
|
4.4M5.46% |
| PIMCO 15+ YEAR US TIPS INDEX EXCHANGE-TRADED FUND | LTPZ | — | 266,882 |
4.2M | 5.38% |
| MICROSOFT CORP | MSFT | Technology | 16,476 | $8.5M | 3.23% |
| AGF US MARKET NEUTRAL ANTI-BETA FUND | BTAL | Equity | 517,257 | $8.2M | 3.12% |
| ISHARES CORE S&P 500 ETF | IVV | — | 12,212 | $8.2M | 3.09% |
| NVIDIA CORP | NVDA | Technology | 36,179 | $6.8M | 2.55% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 22,427 | $6.6M | 2.49% |
| APPLE INC | AAPL | Technology | 25,300 | $6.4M | 2.44% |
| SCHWAB US TIPS ETF | SCHP | — | 231,840 | $6.2M | 2.36% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 122,244 | $6.2M | 2.35% |
| VANGUARD VALUE INDEX FUND | VTV | — | 32,368 | $6.0M | 2.28% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 173,579 | $5.5M | 2.10% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 54,895 | $5.5M | 2.09% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 21,617 | $5.2M | 1.98% |
| BRISTOL MYERS SQUIBB CO | BMY | Healthcare | 112,152 | $5.1M | 1.91% |
| META PLATFORMS INC | META | Communication Services | 6,609 | $4.9M | 1.84% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 52,223 | $4.6M | 1.73% |
| UNITED PARCEL SERVICE INC | UPS | Industrials | 53,403 | $4.5M | 1.69% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 78,492 | $4.2M | 1.59% |
| ALPHABET INC | GOOGL | Equity | 15,970 | $3.9M | 1.47% |
| QUALCOMM INC | QCOM | Technology | 22,241 | $3.7M | 1.40% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 25,514 | $3.6M | 1.34% |
| SPDR GOLD TRUST | GQ9 | — | 9,788 | $3.5M | 1.32% |
| AMAZON.COM INC | AMZN | Equity | 15,653 | $3.4M | 1.30% |
| RLI CORP | RLI | Financial Services | 50,952 | $3.3M | 1.26% |