account_balance
Investment manager · 13F filer · SEC CIK 1908378
EdgeRock Capital LLC
Reported value$461Mas of Sep 30, 2026
Positions155 23 new, 2 sold out
Top 10 weight61.3%FELC alone is 20%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FELCFidelity Covington Trust
19.5%Added +5%
QQQMInvesco Exch Traded Fd Tr II
10.6%Added +4%
JIREJ P Morgan Exchange Traded F
7.1%Added +5%
UCONFirst Tr Exchng Traded Fd Vi
4.4%Added +2%
FTLSFirst Tr Exch Traded Fd III
3.8%Added +7%
SYZLazard Active ETF Tr
3.6%Added +6%
VTVVanguard Index FDS
3.5%Added +4%
FBNDFidelity Merrimack STR Tr
3.4%
IVViShares Tr
2.6%+3%
ACIOETF Ser Solutions
2.6%Added +7%
AAPLApple Inc.
2.6%Added +2%
NVDA2.1%FELCFidelity Covington Trust
19.5%Added +5%
QQQMInvesco Exch Traded Fd Tr II
10.6%+4%
JIREJ P Morgan Exchange Traded F
7.1%
UCONFirst Tr Exchng Traded Fd Vi
4.4%
FTLS3.8%
SYZ3.6%
VTV3.5%
FBND3.4%
IVV2.6%
ACIO
AAPLNVDABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FELC Fidelity Covington Trust 19.5% Added +5%
QQQM Invesco Exch Traded Fd Tr II 10.6% Added +4%
JIRE J P Morgan Exchange Traded F 7.1% Added +5%
UCON First Tr Exchng Traded Fd Vi 4.4% Added +2%
FTLS First Tr Exch Traded Fd III 3.8% Added +7%
SYZ Lazard Active ETF Tr 3.6% Added +6%
VTV Vanguard Index FDS 3.5% Added +4%
FBND Fidelity Merrimack STR Tr 3.4% Held
IVV iShares Tr 2.6% Added +3%
ACIO ETF Ser Solutions 2.6% Added +7%
AAPL Apple Inc. 2.6% Added +2%NVDA NVIDIA Corp 2.1% Added +2%What changed
Biggest moves since Jun 30, 2026
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