Edge Wealth Management LLC
Q1 2026 13F Holdings
- Locationnew york, NY
- Num holdings
85
- Value ($000)
$584,871
- Date Filed 04/21/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | 82889N525 | $52.99M | 9 % | 1,071,359 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $46.23M | 8 % | 160,775 | ||
APPLE INC | COM | 037833100 | $42.06M | 7 % | 165,715 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | $32.24M | 6 % | 390,457 | ||
LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 | $32.03M | 6 % | 1,062,494 | ||
MICROSOFT CORP | COM | 594918104 | $29.07M | 5 % | 78,542 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | $28.32M | 5 % | 114,180 | ||
WALMART INC | COM | 931142103 | $25.91M | 4 % | 208,500 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | $25.68M | 4 % | 87,312 | ||
EXXON MOBIL CORP | COM | 30231G102 | $23.5M | 4 % | 138,533 |
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