WEALTHEDGE INVESTMENT ADVISORS, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    new york, NY
  • CIK
    0002058455
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

144

$240.01M
LTPZ, SPY, SGOV, IVV
13F-HR
Aug 13, 2025
000108514625004997

178

$221.71M
SPY, LTPZ, IVV, MSFT
13F-HR
May 13, 2025
000108514625003040

175

$221.88M
SPY, AAPL, LTPZ, VO
13F-HR
Mar 12, 2025
000108514625001825
Wealthedge Investment Advisors, Llc 13F Filings