Institutional Fund
Wealthedge Investment Advisors, LLC
New York, NYCIK 20584556 filings on record
Portfolio Value
$272.21M
Q1 2026
Holdings
141
Reported positions
New Buys
30
Opened this quarter
QoQ Change
+0.7%
from $270.36M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr5.8%
- Microsoft Corp4.7%
- Apple Inc4.2%
- Ishares Tr3.3%
- Alphabet Inc3.3%
- Nvidia Corporation3.2%
- Other75.5%
Portfolio Holdings
141 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 24.2K | $15.76M | 5.8% | +3.0K | Added |
| 2 | Microsoft Corp | 34.4K | $12.72M | 4.7% | +13.6K | Added |
| 3 | Apple Inc | 45.3K | $11.50M | 4.2% | +15.8K | Added |
| 4 | Ishares Tr | 91.3K | $9.07M | 3.3% | +84.3K | Added |
| 5 | Alphabet Inc | 30.9K | $8.87M | 3.3% | +5.2K | Added |
| 6 | Nvidia Corporation | 50.3K | $8.77M | 3.2% | −101 | Reduced |
| 7 | Janus Detroit Str Tr | 162.8K | $8.20M | 3.0% | −6.9K | Reduced |
| 8 | Ishares Tr | 12.0K | $7.83M | 2.9% | −109 | Reduced |
| 9 | Vanguard Index Fds | 35.2K | $6.90M | 2.5% | +2.9K | Added |
| 10 | Vanguard Index Fds | 21.9K | $6.29M | 2.3% | −1.2K | Reduced |
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