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Edge Wealth Management LLC

Q2 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    87

  • Value ($000)

    $593,948

  • Date Filed
    07/09/2026
  • Form type
    13F-HR
  • CIK
    0001567163
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$56.46M
10 %

158,000

M
MTBA

SIMPLIFY EXCHANGE TRADED FUN

MBS ETF
82889N525
$53.52M
9 %

1,090,758

A
AAPL

APPLE INC

COM
037833100
$47.85M
8 %

165,348

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$34.32M
6 %

114,212

D
DBMF

LITMAN GREGORY FDS TR

IMGP DBI MAN ETF
53700T827
$32.58M
6 %

1,064,312

S
SHY

ISHARES TR

1 3 YR TREAS BD
464287457
$32.31M
5 %

393,457

M
MSFT

MICROSOFT CORP

COM
594918104
$29.22M
5 %

78,332

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$27.9M
5 %

85,227

W
WMT

WALMART INC

COM
931142103
$23.59M
4 %

208,255

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$20.07M
3 %

40,143

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