WEALTHEDGE INVESTMENT ADVISORS, LLC
Q2 2025 13F Holdings
- Locationnew york, NY
- Num holdings
144
- Value ($000)
$240,006
- Date Filed08/13/2025
- Form type13F-HR
- CIK0002058455
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
LTPZ PIMCO ETF TR | 15+ YR US TIPS | 72201R304 | $13.84M | 6 % | 263,811 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $13.13M | 6 % | 21,250 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $9.08M | 4 % | 90,144 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $7.59M | 3 % | 12,217 | ||
SCHP SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $6.68M | 3 % | 250,436 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $6.53M | 3 % | 129,955 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $6.17M | 3 % | 22,066 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.69M | 2 % | 11,448 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $5.51M | 2 % | 31,187 | ||
AAPL APPLE INC | COM | 037833100 | $5.16M | 2 % | 25,141 |
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