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WEALTHEDGE INVESTMENT ADVISORS, LLC

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    141

  • Value ($000)

    $272,212

  • Date Filed
    05/08/2026
  • Form type
    13F-HR
  • CIK
    0002058455
  • 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
S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$15.76M
6 %

24,239

M
MSFT

MICROSOFT CORP

COM
594918104
$12.72M
5 %

34,361

A
AAPL

APPLE INC

COM
037833100
$11.5M
4 %

45,303

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$9.07M
3 %

91,317

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$8.87M
3 %

30,859

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$8.77M
3 %

50,297

J
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
47103U845
$8.2M
3 %

162,779

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$7.83M
3 %

11,993

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$6.9M
3 %

35,160

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$6.29M
2 %

21,911

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