Edge Wealth Management LLC
Q3 2025 13F Holdings
- Locationnew york, NY
- Num holdings
88
- Value ($000)
$564,563
- Date Filed 10/14/2025
- Form type13F-HR
- CIK 0001567163
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
A APPLE INC | COM | 037833100 | $46.91M | 8 % | 184,217 | ||
G ALPHABET INC | CAP STK CL A | 02079K305 | $44.40M | 8 % | 182,633 | ||
M MICROSOFT CORP | COM | 594918104 | $42.92M | 8 % | 82,858 | ||
P ISHARES TR | PFD AND INCM SEC | 464288687 | $36.18M | 6 % | 1,144,329 | ||
S ISHARES TR | 1 3 YR TREAS BD | 464287457 | $29.88M | 5 % | 360,195 | ||
J JPMORGAN CHASE & CO. | COM | 46625H100 | $28.00M | 5 % | 88,755 | ||
I ISHARES TR | RUSSELL 2000 ETF | 464287655 | $27.88M | 5 % | 115,238 | ||
W WALMART INC | COM | 931142103 | $22.33M | 4 % | 216,706 | ||
B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $20.50M | 4 % | 40,770 | ||
BLACKROCK INC | COM | 09290D101 | $18.64M | 3 % | 15,988 |
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