Edge Financial Advisors LLC
Q2 2025 13F Holdings
- Locationwheaton, IL
- Num holdings
124
- Value ($000)
$189,831
- Date Filed07/24/2025
- Form type13F-HR
- CIK0002011402
- 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 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $25.04 M | 13 % | 185,418 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $11.90 M | 6 % | 19,256 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $11.87 M | 6 % | 153,444 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $8.43 M | 4 % | 236,679 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $7.83 M | 4 % | 143,778 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $7.49 M | 4 % | 111,742 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $7.40 M | 4 % | 123,252 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $6.97 M | 4 % | 201,755 | ||
AAPL APPLE INC | COM | 037833100 | $6.23 M | 3 % | 30,334 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $5.56 M | 3 % | 56,298 |
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