Edge Financial Advisors LLC
Q3 2025 13F Holdings
- Locationwheaton, IL
- Num holdings
136
- Value ($000)
$223,203
- Date Filed 10/31/2025
- Form type13F-HR
- CIK 0002011402
- 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 |
|---|---|---|---|---|---|---|---|
I ISHARES TR | CORE S&P TTL STK | 464287150 | $27.04M | 12 % | 185,681 | ||
S SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $11.76M | 5 % | 17,650 | ||
I ISHARES TR | CORE MSCI TOTAL | 46432F834 | $11.67M | 5 % | 141,269 | ||
D DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $9.58M | 4 % | 253,676 | ||
D BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $9.18M | 4 % | 155,002 | ||
J J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $8.41M | 4 % | 133,714 | ||
D DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $8.31M | 4 % | 114,754 | ||
D DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $7.90M | 4 % | 215,843 | ||
A APPLE INC | COM | 037833100 | $7.65M | 3 % | 30,063 | ||
V VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $5.58M | 3 % | 94,872 |
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