1y return+10.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $115 against $127 in the S&P 500.2
Wealthedge Investment Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $19.0M | 6.5% | +4.9% |
| MSFTMicrosoft Corp | $13.1M | 4.5% | +2.2% |
| AAPLApple Inc | $12.4M | 4.2% | −5.2% |
| NVDANvidia Corporation | $10.5M | 3.6% | +3.9% |
| GOOGLAlphabet Inc | $10.1M | 3.4% | −8.1% |
| AGGIshares Tr | $9.3M | 3.1% | +2.4% |
| SCHGSchwab Strategic Tr | $9.2M | 3.1% | +49.5% |
| VTVVanguard Index Fds | $9.0M | 3.0% | +16.9% |
| IVVIshares Tr | $8.5M | 2.9% | −5.0% |
| METAMeta Platforms Inc | $7.7M | 2.6% | +37.2% |
| PAAAPgim Etf Tr | $6.8M | 2.3% | New |
| VOVanguard Index Fds | $6.3M | 2.1% | −11.4% |
| OEFIshares Tr | $5.8M | 2.0% | +120.9% |
| SGOVIshares Tr | $5.3M | 1.8% | −6.4% |
| XLVSelect Sector Spdr Tr | $5.2M | 1.8% | −19.6% |
| VCITVanguard Scottsdale Fds | $4.8M | 1.6% | +6.1% |
| QCOMQualcomm Inc | $4.5M | 1.5% | +6.3% |
| AMZNAmazon Com Inc | $4.4M | 1.5% | −36.1% |
| SCHPSchwab Strategic Tr | $4.3M | 1.5% | −9.6% |
| VTIPVanguard Malvern Fds | $4.3M | 1.5% | +1.7% |
| SHYIshares Tr | $4.1M | 1.4% | |
| MUMicron Technology Inc | $4.0M | 1.4% | +7.8% |
| XLFSelect Sector Spdr Tr | $3.7M | 1.3% | −6.8% |
| IEFAIshares Tr | $3.5M | 1.2% | −16.3% |
| LLYEli Lilly & Co | $3.5M | 1.2% | −34.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $10.1M |
| XLKSelect Sector Spdr Tr | December 31, 2024 | +63.9% | $3.1M |
| EEMIshares Tr | December 31, 2024 | +63.6% | $3.4M |
| LLYEli Lilly & Co | December 31, 2024 | +55.4% | $3.5M |
| GLDSpdr Gold Tr | December 31, 2024 | +52.1% | $2.9M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $10.5M |
| IEFAIshares Tr | December 31, 2024 | +37.4% | $3.5M |
| IWMIshares Tr | December 31, 2024 | +36.0% | $2.5M |
| VTVVanguard Index Fds | December 31, 2024 | +28.7% | $9.0M |
| VTIVanguard Index Fds | December 31, 2024 | +27.7% | $3.2M |
Sold off last quarter
- CHCTCommunity Healthcare Tr Inc was $1.2M
- DOCHealthpeak Properties Inc was $1.2M
- Everest Group LtdCUSIP G3223R108 was $998K
- Oneok Inc NewCUSIP 682680103 was $922K
- CNICanadian Natl Ry Co was $874K
- OCSLOaktree Specialty Lending was $769K
- ADPAutomatic Data Processing In was $741K
- IDXXIdexx Labs Inc was $678K
- SAPSap Se was $646K
- WDWalker & Dunlop Inc was $619K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.6% | +14.8% |
| March 31, 2026 | −4.4% | −4.6% |
| December 31, 2025 | +0.3% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +8.2% | +10.5% |
| March 31, 2025 | −3.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wealthedge Investment Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2058455&type=13F-HR&dateb=&owner=include&count=40CIK 2058455
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2058455/000205845526000003/Filed July 21, 2026 · accession 0002058455-26-000003