Wealthedge Investment Advisors
Wealthedge Investment Advisors reported 143 stocks worth $294M in its 13F filing for Q2 2026, filed Jul 21, 2026. Its largest holdings are SPY (6.5%), MSFT (4.5%) and AAPL (4.2%). Compared with Q1 2026, the fund opened new positions in PAAA, BSX and STX, added to SPY, MSFT and NVDA, trimmed AAPL, GOOGL and IVV and sold out of CHCT, DOC and EG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $19M | 6.5% | 25K | +1,197 (+5%) | 7 of 7 | |
| 2 |  MSFT Microsoft Corp | $13.1M | 4.5% | 35K | +748 (+2%) | 7 of 7 | |
| 3 |  AAPL Apple Inc | $12.4M | 4.2% | 43K | −2,348 (−5%) | 7 of 7 | |
| 4 |  NVDA Nvidia Corporation | $10.5M | 3.6% | 52K | +1,969 (+4%) | 7 of 7 | |
| 5 |  GOOGL Alphabet Inc | $10.1M | 3.5% | 28K | −2,511 (−8%) | 7 of 7 | |
| 6 |  AGG Ishares TR | $9.3M | 3.1% | 94K | +2,225 (+2%) | 7 of 7 | |
| 7 |  SCHG Schwab Strategic TR | $9.2M | 3.1% | 271K | +90K (+50%) | 7 of 7 | |
| 8 |  VTV Vanguard Index Fds | $9M | 3.0% | 41K | +5,928 (+17%) | 7 of 7 | |
| 9 |  IVV Ishares TR | $8.5M | 2.9% | 11K | −597 (−5%) | 7 of 7 | |
| 10 |  META Meta Platforms Inc | $7.7M | 2.6% | 14K | +3,716 (+37%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CHCT Community Healthcare TR Inc | $1.2M | 76K |
 DOC Healthpeak Properties Inc | $1.2M | 70K |
 EG Everest Group Ltd | $998K | 3,052 |
 OKE Oneok Inc New | $922K | 10K |
 CNI Canadian Natl RY Co F | $874K | 8,507 |
🔒 Free account: see all 17.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 21, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wealthedge Investment Advisors 13F FAQ
What does Wealthedge Investment Advisors own?
Wealthedge Investment Advisors reported 143 stocks worth $294M in its 13F filing for Q2 2026, filed Jul 21, 2026. Its largest holdings are SPY (6.5%), MSFT (4.5%) and AAPL (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Wealthedge Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 19 new positions, 49 added to, 64 trimmed and 17 sold out. New positions include PAAA, BSX and STX. It sold all of CHCT, DOC and EG.
When will Wealthedge Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Wealthedge Investment Advisors's portfolio worth?
The Q2 2026 filing reports $294M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.