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Wealthedge Investment Advisors, LLC
WealthEdge Investment Advisors, LLC is a registered investment adviser headquartered in New York, NY, United States. Founded in Delaware, the firm provides investment advisory services to retail clients, including individuals (both high net worth and others), pension and profit sharing plans, 401(k) plans, and some corporate accounts. WealthEdge offers discretionary portfolio management and asset management. As of February 2025, the firm employs between 6-8 professionals and manages assets for over 834 accounts, with a focus on tailored investment solutions and client-centric service.
Investment Strategy
WealthEdge Investment Advisors delivers discretionary investment advisory services, specializing in portfolio management for individuals, high net worth clients, pension/profit sharing plans, and select business entities. The firm's recommendations are not confined to specific product types and typically encompass exchange-listed securities, corporate debt, certificates of deposit, municipal bonds, mutual funds, and U.S. government securities. Their approach emphasizes diversification and risk-adjusted returns, guided by each client’s objectives and risk tolerance, and requires a minimum account size of $50,000. Client portfolios are actively managed based on market developments and individual goals.
Latest 13F Filing Activity
Wealthedge Investment Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 143 equity positions and 1 options positions with a total 13F market value of $240M. The fund increased holdings in Ishares TR, Schwab Strategic TR, Vanguard Malvern FDS among other positions. Wealthedge Investment Advisors, LLC reduced exposure to Alphabet Inc., Ishares Bitcoin Trust Etf, Canadian Natl RY Co. among others.
Top Holdings
Equity Positions (143)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LTPZ | PIMCO ETF TR | 5.77% | $13.8M | 263,811 | $52.91 | $52.47 | +$1.8M |
S SPY | SPDR S&P 500 ETF TR | 5.47% | $13.1M | 21,250 | $586.08 | $617.85 | +$42.1K |
S SGOV | ISHARES TR | 3.78% | $9.1M | 90,144 | $100.63 | $100.69 | +$7.0M |
I IVV | ISHARES TR | 3.16% | $7.6M | 12,217 | $588.95 | $620.90 | +$777.8K |
S SCHP | SCHWAB STRATEGIC TR | 2.78% | $6.7M | 250,436 | $26.68 | $26.68 | +$6.7M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | New | Put | $679.6K | 11 | $617.85 | $617.85 | +11 | +$679.6K |
Industry Allocation
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