EdgeRock Capital LLC

Q3 2025 13F Holdings

  • Location
    denver, CO
  • Num holdings

    121

  • Value ($000)

    $359,184

  • Date Filed
    10/28/2025
  • Form type
    13F-HR
  • CIK
    0001908378
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
FELC
FELC

FIDELITY COVINGTON TRUST

ENHANCED LARGE
$72.27M
20 %

1,939,205

QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$37.26M
10 %

150,769

JIRE
JIRE

J P MORGAN EXCHANGE TRADED F

INTRNL RES EQT
$19.67M
6 %

267,516

FBND
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$18.01M
5 %

389,590

UCON
UCON

FIRST TR EXCHNG TRADED FD VI

SMITH UNCONSTRAI
$16.92M
5 %

671,918

FTLS
FTLS

FIRST TR EXCH TRADED FD III

LNG/SHT EQUITY
$14.20M
4 %

203,010

---

LAZARD ACTIVE ETF TR

US SYSTEMATIC SM
$12.25M
3 %

489,428

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
$11.76M
3 %

63,053

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$10.39M
3 %

15,522

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$9.53M
3 %

15,563

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