Wealthedge Investment Advisors, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    new york, NY
  • CIK
    0002058455
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

144

$240.01 M
LTPZ, SPY, SGOV, IVV
13F-HR
Aug 13, 2025
000108514625004997

178

$221.71 M
SPY, LTPZ, IVV, MSFT
13F-HR
May 13, 2025
000108514625003040

175

$221.88 M
SPY, AAPL, LTPZ, VO
13F-HR
Mar 12, 2025
000108514625001825