Wealthedge Investment Advisors, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationnew york, NY
- CIK0002058455
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
132 | $270.36M | SPY, LTPZ, MSFT, NVDA | 13F-HR | Feb 17, 2026 | 000205845526000001 | ||
127 | $264.29M | SPY, LTPZ, MSFT, BTAL | 13F-HR | Nov 12, 2025 | 000205845525000003 | ||
144 | $240.01M | LTPZ, SPY, SGOV, IVV | 13F-HR | Aug 13, 2025 | 000108514625004997 | ||
178 | $221.71M | SPY, LTPZ, IVV, MSFT | 13F-HR | May 13, 2025 | 000108514625003040 | ||
175 | $221.88M | SPY, AAPL, LTPZ, VO | 13F-HR | Mar 12, 2025 | 000108514625001825 |