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 |
|---|---|---|---|---|---|---|---|
G ALPHABET INC | CAP STK CL A | 02079K305 | $56.26 M | 10 % | 179,756 | ||
M SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | 82889N525 | $50.41 M | 9 % | 1,000,038 | ||
A APPLE INC | COM | 037833100 | $49.42 M | 9 % | 181,773 | ||
M MICROSOFT CORP | COM | 594918104 | $39.79 M | 7 % | 82,266 | ||
S ISHARES TR | 1 3 YR TREAS BD | 464287457 | $31.72 M | 6 % | 382,973 | ||
J JPMORGAN CHASE & CO. | COM | 46625H100 | $28.20 M | 5 % | 87,533 | ||
I ISHARES TR | RUSSELL 2000 ETF | 464287655 | $28.04 M | 5 % | 113,918 | ||
W WALMART INC | COM | 931142103 | $23.79 M | 4 % | 213,573 | ||
B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $20.42 M | 4 % | 40,619 | ||
BLACKROCK INC | COM | 09290D101 | $17.06 M | 3 % | 15,935 |
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