Wedgewood Investors Inc. ETF holdings
Erie, PA
Reported $18.0M in 22 ETFs in its Form 13F for June 30, 2026.
ETF value
$18.0M
ETFs held
22
Change from prior quarter
+17.4%
With price moves
ETFs as a share of its 13F
18.5%
of $97.4M
Top 10 of 22 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | $3.4M | 116,326 | +6,381 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $2.9M | 3,847 | −13 shares |
| IVV | iShares Core S&P 500 ETF | $2.6M | 3,448 | −103 shares |
| GLD | SPDR Gold Shares | $1.6M | 4,350 | −100 shares |
| IWS | iShares Russell Mid-Cap Value ETF | $937K | 5,692 | −13 shares |
| IWP | iShares Russell Mid-Cap Growth ETF | $918K | 6,273 | No change |
| XAIX | Xtrackers Artificial Intelligence and Big Data ETF | $722K | 12,543 | +1,516 shares |
| QQQ | Invesco QQQ Trust | $630K | 855 | −4 shares |
| VV | Vanguard Morningstar Large-Cap ETF | $443K | 1,287 | No change |
| IWM | iShares Russell 2000 ETF | $393K | 1,308 | No change |
12 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) 0001125243. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Wedgewood Investors Inc. own?
Wedgewood Investors Inc. reported 22 ETF positions worth $18.0M in its Form 13F for June 30, 2026. The largest was SCHX, at $3.4M.
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.