WEALTHEDGE INVESTMENT ADVISORS, LLC
Q2 2026 13F Holdings
- Locationnew york, NY
- Num holdings
143
- Value ($000)
$294,057
- Date Filed 07/21/2026
- Form type13F-HR
- CIK 0002058455
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | $19M | 7 % | 25,436 | ||
MICROSOFT CORP | COM | 594918104 | $13.1M | 5 % | 35,109 | ||
APPLE INC | COM | 037833100 | $12.43M | 4 % | 42,955 | ||
NVIDIA CORPORATION | COM | 67066G104 | $10.46M | 4 % | 52,266 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $10.13M | 3 % | 28,348 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $9.26M | 3 % | 93,542 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $9.17M | 3 % | 271,052 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $8.95M | 3 % | 41,088 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $8.53M | 3 % | 11,396 | ||
META PLATFORMS INC | CL A | 30303M102 | $7.72M | 3 % | 13,711 |
Rows Per Page
10
- 10
- 50
- 100