Edgemoor Investment Advisors, Inc. ETF holdings
Bethesda, MD
Reported $56.6M in 45 ETFs in its Form 13F for June 30, 2026.
ETF value
$56.6M
ETFs held
45
Change from prior quarter
+11.1%
With price moves
ETFs as a share of its 13F
3.9%
of $1.5B
Top 10 of 45 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| ICSH | iShares Ultra Short Duration Bond Active ETF | $14.4M | 284,762 | +5,008 shares |
| JEPI | JPMorgan Equity Premium Income ETF | $10.0M | 177,479 | +6,552 shares |
| IVV | iShares Core S&P 500 ETF | $4.8M | 6,344 | −994 shares |
| GLD | SPDR Gold Shares | $3.1M | 8,463 | −750 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $2.3M | 22,941 | +105 shares |
| VOO | Vanguard S&P 500 ETF | $2.2M | 3,251 | +32 shares |
| DXJ | WisdomTree Japan Hedged Equity Fund | $2.0M | 11,655 | New position |
| IWF | iShares Russell 1000 Growth ETF | $1.9M | 15,048 | +11,286 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $1.3M | 17,103 | −279 shares |
| SHV | iShares 0–1 Year Treasury Bond ETF | $1.1M | 10,260 | −250 shares |
35 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001313792. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Edgemoor Investment Advisors, Inc. own?
Edgemoor Investment Advisors, Inc. reported 45 ETF positions worth $56.6M in its Form 13F for June 30, 2026. The largest was ICSH, at $14.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.