CIK 2058455
WEALTHEDGE INVESTMENT ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
132
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 132
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 21K | $1M+ | SH |
| LTPZ | PIMCO ETF TR | 256K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 21K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 50K | $1M+ | SH |
| SGOV | ISHARES TR | 86K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 170K | $1M+ | SH |
| IVV | ISHARES TR | 12K | $1M+ | SH |
| GOOGL | ALPHABET INC | 26K | $1M+ | SH |
| AAPL | APPLE INC | 29K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 267K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 23K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 64K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 32K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 167K | $1M+ | SH |
| IWM | ISHARES TR | 21K | $1M+ | SH |
| LLY | ELI LILLY & CO | 5K | $1M+ | SH |
| IEFA | ISHARES TR | 54K | $1M+ | SH |
| EEM | ISHARES TR | 79K | $1M+ | SH |
| RLI | RLI CORP | 63K | $1M+ | SH |
| QCOM | QUALCOMM INC | 23K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 25K | $1M+ | SH |
| GLD | SPDR GOLD TR | 10K | $1M+ | SH |
| AMZN | AMAZON COM INC | 15K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 62K | $1M+ | SH |
| META | META PLATFORMS INC | 5K | $1M+ | SH |
| SHY | ISHARES TR | 36K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 59K | $1M+ | SH |
| IWP | ISHARES TR | 20K | $1M+ | SH |
| V | VISA INC | 8K | $1M+ | SH |
| IWV | ISHARES TR | 7K | $1M+ | SH |
| OEF | ISHARES TR | 7K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 17K | $1M+ | SH |
| DOC | HEALTHPEAK PROPERTIES INC | 151K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 47K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 7K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 16K | $1M+ | SH |
| TXO | TXO PARTNERS LP | 200K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 23K | $1M+ | SH |
| MSCI | MSCI INC | 3K | $1M+ | SH |
| JPIN | J P MORGAN EXCHANGE TRADED F | 27K | $1M+ | SH |
| TIP | ISHARES TR | 17K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 27K | $1M+ | SH |
| SJCP | MANAGER DIRECTED PORTFOLIOS | 66K | $1M+ | SH |
| AVGO | BROADCOM INC | 5K | $1M+ | SH |
| SJLD | MANAGER DIRECTED PORTFOLIOS | 65K | $1M+ | SH |
| BFS | SAUL CTRS INC | 52K | $1M+ | SH |
| KDRN | ETF OPPORTUNITIES TRUST | 70K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 4K | $1M+ | SH |