Edge Wealth Management LLC
Q4 2025 13F Holdings
- Locationnew york, NY
- Num holdings
82
- Value ($000)
$566,494
- Date Filed01/12/2026
- Form type13F-HR
- CIK0001567163
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ALPHABET INC | CAP STK CL A | 02079K305 | $56.26M | 10 % | 179,756 | ||
SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | 82889N525 | $50.41M | 9 % | 1,000,038 | ||
APPLE INC | COM | 037833100 | $49.42M | 9 % | 181,773 | ||
MICROSOFT CORP | COM | 594918104 | $39.79M | 7 % | 82,266 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | $31.72M | 6 % | 382,973 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | $28.2M | 5 % | 87,533 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | $28.04M | 5 % | 113,918 | ||
WALMART INC | COM | 931142103 | $23.79M | 4 % | 213,573 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $20.42M | 4 % | 40,619 | ||
BLACKROCK INC | COM | 09290D101 | $17.06M | 3 % | 15,935 |
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