Wealthedge Investment Advisors, LLC ETF holdings
New York, NY
Reported $157.9M in 55 ETFs in its Form 13F for June 30, 2026.
ETF value
$157.9M
ETFs held
55
Change from prior quarter
+9.2%
With price moves
ETFs as a share of its 13F
53.7%
of $294.1M
Top 10 of 55 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $19.0M | 25,436 | +1,197 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $9.3M | 93,542 | +2,225 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $9.2M | 271,052 | +89,782 shares |
| VTV | Vanguard Morningstar Value ETF | $9.0M | 41,088 | +5,928 shares |
| IVV | iShares Core S&P 500 ETF | $8.5M | 11,396 | −597 shares |
| PAAA | PGIM AAA CLO ETF | $6.8M | 133,363 | New position |
| VO | Vanguard Morningstar Mid-Cap ETF | $6.3M | 77,658 | +55,747 shares |
| OEF | iShares S&P 100 ETF | $5.8M | 15,940 | +8,724 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $5.3M | 53,087 | −3,629 shares |
| XLV | State Street Health Care Select Sector SPDR ETF | $5.2M | 32,790 | −8,010 shares |
45 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) 0002058455. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Wealthedge Investment Advisors, LLC own?
Wealthedge Investment Advisors, LLC reported 55 ETF positions worth $157.9M in its Form 13F for June 30, 2026. The largest was SPY, at $19.0M.
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.