Edge Financial Advisors Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationwheaton, IL
- CIK0002011402
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
124 | $189.83 M | ITOT, SPY, IXUS, DUHP | 13F-HR | Jul 24, 2025 | 000175496025000479 | ||
101 | $158.43 M | ITOT, IXUS, SPY, AGG | 13F-HR | Apr 18, 2025 | 000106299325007657 | ||
92 | $111.94 M | SPY, AAPL, DFAC, VUG | 13F-HR | Jan 17, 2025 | 000106299325000888 | ||
93 | $112.81 M | SPY, AAPL, VUG, VOO | 13F-HR | Oct 25, 2024 | 000106299324017949 | ||
132 | $113.59 M | SPY, AAPL, GSLC, VUG | 13F-HR | Apr 22, 2024 | 000106299324008607 |