EdgeRock Capital LLC

Q2 2026 13F Holdings

  • Location
    denver, CO
  • Num holdings

    134

  • Value ($000)

    $441,347

  • Date Filed
    07/24/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
FELC

FIDELITY COVINGTON TRUST

ENHANCED LARGE
$83.02M
19 %

1,980,837

QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$46.9M
11 %

154,804

JIRE

J P MORGAN EXCHANGE TRADED F

INTRNL RES EQT
$31.24M
7 %

378,709

UCON

FIRST TR EXCHNG TRADED FD VI

SMIT UNCO BD ETF
$20.96M
5 %

842,625

---

LAZARD ACTIVE ETF TR

US SY SM CA ETF
$16.79M
4 %

542,677

FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$16.44M
4 %

361,305

VTV

VANGUARD INDEX FDS

VALUE ETF
$15.77M
4 %

72,356

FTLS

FIRST TR EXCH TRADED FD III

LNG/SHT EQUITY
$15.57M
4 %

210,937

IVV

ISHARES TR

CORE S&P500 ETF
$11.54M
3 %

15,404

ACIO

ETF SER SOLUTIONS

APTUS COLLRD INV
$10.92M
3 %

236,592

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