EdgeRock Capital LLC

Q1 2026 13F Holdings

  • Location
    denver, CO
  • Num holdings

    126

  • Value ($000)

    $369,542

  • Date Filed
    04/16/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
FELC

FIDELITY COVINGTON TRUST

ENHANCED LARGE
$69.67M
19 %

1,918,682

QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$36.2M
10 %

152,199

JIRE

J P MORGAN EXCHANGE TRADED F

INTRNL RES EQT
$27.47M
7 %

362,475

UCON

FIRST TR EXCHNG TRADED FD VI

SMITH UNCONSTRAI
$19.58M
5 %

790,536

FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$16.15M
4 %

354,096

FTLS

FIRST TR EXCH TRADED FD III

LNG/SHT EQUITY
$14.19M
4 %

201,486

VTV

VANGUARD INDEX FDS

VALUE ETF
$13.85M
4 %

70,506

---

LAZARD ACTIVE ETF TR

US SYSTEMATIC SM
$13.73M
4 %

526,021

ACIO

ETF SER SOLUTIONS

APTUS COLLRD INV
$9.7M
3 %

230,896

IVV

ISHARES TR

CORE S&P500 ETF
$9.6M
3 %

14,691

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