WEALTHEDGE INVESTMENT ADVISORS, LLC
Q4 2025 13F Holdings
- Locationnew york, NY
- Num holdings
132
- Value ($000)
$270,358
- Date Filed02/17/2026
- Form type13F-HR
- CIK0002058455
- 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 |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $14.45M | 5 % | 21,196 | ||
PIMCO ETF TR | 15+ YR US TIPS | 72201R304 | $13.25M | 5 % | 256,073 | ||
MICROSOFT CORP | COM | 594918104 | $10.06M | 4 % | 20,807 | ||
NVIDIA CORPORATION | COM | 67066G104 | $9.4M | 4 % | 50,398 | ||
ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $8.68M | 3 % | 86,470 | ||
JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $8.58M | 3 % | 169,631 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $8.29M | 3 % | 12,102 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $8.03M | 3 % | 25,656 | ||
APPLE INC | COM | 037833100 | $8.02M | 3 % | 29,488 | ||
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | $7.07M | 3 % | 266,933 |
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