account_balance
Investment manager · 13F filer · SEC CIK 2058455
Wealthedge Investment Advisors, LLC
Reported value$310Mas of Sep 30, 2026
Positions138 17 new, 22 sold out
Top 10 weight33.2%SPY alone is 6%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYState STR SPDR S&P 500 ETF T
5.6%Trimmed −10%
AAPLApple Inc
4.2%Trimmed −9%
SCHGSchwab Strategic Tr
3.2%Added +3%
AGGiShares Tr
3.2%Added +13%
AMZNAmazon Com Inc
3.1%Added +111%
VTVVanguard Index FDS
2.9%Added +3%
GOOGLAlphabet Inc
2.8%Trimmed −11%
IVViShares Tr
2.8%
PAAAPgim ETF Tr
2.7%Added +23%
METAMeta Platforms Inc
2.5%Trimmed −21%
NVDANvidia Corporation
2.4%Trimmed −37%
PEPPepsico Inc
2.4%Added +400%
SPYState STR SPDR S&P 500 ETF T
5.6%Trimmed −10%
AAPLApple Inc
4.2%Trimmed −9%
SCHG3.2%AGG3.2%AMZN3.1%VTV2.9%GOOGL2.8%IVV2.8%PAAA2.7%META2.5%NVDA2.4%PEP2.4%Boxes 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
SPY State STR SPDR S&P 500 ETF T 5.6% Trimmed −10%AAPL Apple Inc 4.2% Trimmed −9%SCHG Schwab Strategic Tr 3.2% Added +3%AGG iShares Tr 3.2% Added +13%AMZN Amazon Com Inc 3.1% Added +111%VTV Vanguard Index FDS 2.9% Added +3%GOOGL Alphabet Inc 2.8% Trimmed −11%IVV iShares Tr 2.8% HeldPAAA Pgim ETF Tr 2.7% Added +23%META Meta Platforms Inc 2.5% Trimmed −21%NVDA Nvidia Corporation 2.4% Trimmed −37%PEP Pepsico Inc 2.4% Added +400%
What changed