Edge Financial Advisors LLC
Q4 2025 13F Holdings
- Locationwheaton, IL
- Num holdings
135
- Value ($000)
$237,655
- Date Filed01/28/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $28.2M | 12 % | 380,180 | ||
AMERICAN CENTY ETF TR | AVANTIS ALL INT | 025072174 | $12.12M | 5 % | 164,799 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $11.67M | 5 % | 17,118 | ||
DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $10.1M | 4 % | 265,613 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $10.01M | 4 % | 164,620 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | $9.45M | 4 % | 63,572 | ||
J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $9.04M | 4 % | 143,068 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $8.61M | 4 % | 226,035 | ||
APPLE INC | COM | 037833100 | $8.17M | 3 % | 30,067 | ||
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $6.24M | 3 % | 106,196 |
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