WEALTHEDGE INVESTMENT ADVISORS, LLC

Est. AUM

$272.2M

13F long equity, this entity only

Positions

141

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$15.8M	24239	5.79%	SOLE
2	MICROSOFT CORP	COM	$12.7M	34361	4.67%	SOLE
3	APPLE INC	COM	$11.5M	45303	4.22%	SOLE
4	ISHARES TR	CORE US AGGBD ET	$9.1M	91317	3.33%	SOLE
5	ALPHABET INC	CAP STK CL A	$8.9M	30859	3.26%	SOLE
6	NVIDIA CORPORATION	COM	$8.8M	50297	3.22%	SOLE
7	JANUS DETROIT STR TR	HENDRSON AAA CL	$8.2M	162779	3.01%	SOLE
8	ISHARES TR	CORE S&P500 ETF	$7.8M	11993	2.88%	SOLE
9	VANGUARD INDEX FDS	VALUE ETF	$6.9M	35160	2.53%	SOLE
10	VANGUARD INDEX FDS	MID CAP ETF	$6.3M	21911	2.31%	SOLE
11	SELECT SECTOR SPDR TR	STATE STREET HEA	$6.0M	40800	2.20%	SOLE
12	AMAZON COM INC	COM	$6.0M	28705	2.20%	SOLE
13	META PLATFORMS INC	CL A	$5.7M	9995	2.10%	SOLE
14	ISHARES TR	0-3 MNTH TREASRY	$5.7M	56716	2.10%	SOLE
15	SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.3M	181270	1.94%	SOLE
16	SCHWAB STRATEGIC TR	US TIPS ETF	$4.8M	181040	1.77%	SOLE
17	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.5M	54779	1.67%	SOLE
18	VANGUARD MALVERN FDS	STRM INFPROIDX	$4.2M	84276	1.55%	SOLE
19	ISHARES TR	1 3 YR TREAS BD	$4.1M	49328	1.50%	SOLE
20	ELI LILLY & CO	COM	$4.1M	4427	1.50%	SOLE
21	ISHARES TR	CORE MSCI EAFE	$4.0M	43863	1.46%	SOLE
22	PRUDENTIAL FINL INC	COM	$3.8M	39025	1.40%	SOLE
23	SPDR GOLD TR	GOLD SHS	$3.8M	8824	1.39%	SOLE
24	SELECT SECTOR SPDR TR	STATE STREET FIN	$3.7M	74506	1.35%	SOLE
25	ISHARES TR	MSCI EMG MKT ETF	$3.5M	61957	1.29%	SOLE
26	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$3.4M	66442	1.24%	SOLE
27	PIMCO ETF TR	15+ YR US TIPS	$3.1M	60012	1.12%	SOLE
28	QUALCOMM INC	COM	$3.0M	23009	1.09%	SOLE
29	ISHARES TR	RUSSELL 2000 ETF	$2.8M	11170	1.02%	SOLE
30	ISHARES TR	RUSSELL 3000 ETF	$2.4M	6357	0.87%	SOLE
31	SELECT SECTOR SPDR TR	STATE STREET TEC	$2.3M	17578	0.86%	SOLE
32	UNITEDHEALTH GROUP INC	COM	$2.3M	8620	0.86%	SOLE
33	VISA INC	COM CL A	$2.3M	7718	0.86%	SOLE
34	ISHARES TR	S&P 100 ETF	$2.3M	7216	0.84%	SOLE
35	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.3M	15326	0.83%	SOLE
36	SALESFORCE INC	COM	$2.3M	12145	0.83%	SOLE
37	ISHARES TR	TIPS BD ETF	$2.2M	19832	0.80%	SOLE
38	PROGRESSIVE CORP	COM	$2.1M	10627	0.77%	SOLE
39	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	4219	0.74%	SOLE
40	INTUIT	COM	$2.0M	4670	0.74%	SOLE
41	J P MORGAN EXCHANGE TRADED F	DIV RTN INT EQ	$1.8M	25381	0.66%	SOLE
42	ABBOTT LABORATORIES	COM	$1.8M	17380	0.66%	SOLE
43	BROADRIDGE FINL SOLUTIONS IN	COM	$1.8M	10865	0.65%	SOLE
44	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.7M	27161	0.64%	SOLE
45	UNITED PARCEL SVCS INC	CL B	$1.6M	15889	0.57%	SOLE
46	MANAGER DIRECTED PORTFOLIOS	SANJAC ALPHA COR	$1.5M	58678	0.54%	SOLE
47	MANAGER DIRECTED PORTFOLIOS	SANJAC ALPHA LOW	$1.5M	57938	0.54%	SOLE
48	BROADCOM INC	COM	$1.4M	4660	0.53%	SOLE
49	SAUL CTRS INC	COM	$1.4M	41959	0.50%	SOLE
50	ISHARES TR	CORE 80/20 AGGRE	$1.3M	15145	0.49%	SOLE

1–50 of 141

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.