WEALTHEDGE INVESTMENT ADVISORS, LLC

CIK 0002058455 • 6 13F filings • May 13, 2025 – Jul 21, 2026

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Filer information

Filed by: WEALTHEDGE INVESTMENT ADVISORS, LLC, Managing Member
Address: 99 PARK AVE., SUITE 1920, NEW YORK, NY, 10016
Phone: 212-687-3600
AUM: $270.4M

AUM over time

$294.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $240.0M143 positionsView on SEC.gov

			% of Portfolio
ADICET BIO INC	COM	$191K	0.1%	313,108 SH	New
ADOBE INC	COM	$1.8M	0.8%Prev: 0.1%	4,704 SH	Increased+3,808 SH
AGF INVTS TR	US MARKET NETRL	$2.2M	0.9%Prev: 0.1%	123,129 SH	Increased+98,176 SH
ALPHABET INC	CAP STK CL A	$3.6M	1.5%Prev: 3.3%	20,626 SH	Decreased-10,233 SH
ALPHABET INC	CAP STK CL C	$288K	0.1%Prev: 0.2%	1,624 SH	Decreased+161 SH
AMAZON COM INC	COM	$4.1M	1.7%Prev: 2.2%	18,895 SH	Decreased-9,810 SH
AON PLC	SHS CL A	$630K	0.3%Prev: 0.5%	1,766 SH	Decreased-2,293 SH
APELLIS PHARMACEUTICALS INC	COM	$668K	0.3%	38,572 SH	New
APPLE INC	COM	$5.2M	2.1%Prev: 4.2%	25,141 SH	Decreased-20,162 SH
APPLIED MATLS INC	COM	$1.0M	0.4%Prev: 0.1%	5,623 SH	Increased+4,557 SH
APPLOVIN CORP	COM CL A	$725K	0.3%Prev: 0.2%	2,072 SH	Increased+434 SH
ARISTA NETWORKS INC	COM SHS	$410K	0.2%Prev: 0.2%	4,011 SH	Decreased-850 SH
ARMADA HOFFLER PPTYS INC	COM	$214K	0.1%	31,219 SH	New
AXON ENTERPRISE INC	COM	$997K	0.4%	1,204 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$729K	0.3%Prev: 0.3%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$835K	0.3%Prev: 0.7%	1,719 SH	Decreased-2,500 SH
BRISTOL-MYERS SQUIBB CO	COM	$4.5M	1.9%	96,686 SH	New
BROADCOM INC	COM	$1.3M	0.5%Prev: 0.5%	4,784 SH	Decreased+124 SH
BROADSTONE NET LEASE INC	COM	$1.1M	0.4%	66,612 SH	New
CALCIMEDICA INC	COM NEW	$140K	0.1%	87,468 SH	New
CF INDS HLDGS INC	COM	$274K	0.1%	2,974 SH	New
CHURCHILL DOWNS INC	COM	$824K	0.3%	8,159 SH	New
CISCO SYS INC	COM	$227K	0.1%Prev: 0.1%	3,276 SH	Decreased-181 SH
CLOUDFLARE INC	CL A COM	$1.1M	0.5%Prev: 0.4%	5,802 SH	Increased+645 SH
COMMUNITY HEALTHCARE TR INC	COM	$2.3M	0.9%Prev: 0.4%	136,431 SH	Increased+60,281 SH
CONSOLIDATED EDISON INC	COM	$215K	0.1%Prev: 0.1%	2,144 SH	Decreased+7 SH
COSTCO WHSL CORP NEW	COM	$271K	0.1%	274 SH	New
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$828K	0.3%	8,938 SH	New
CROWDSTRIKE HLDGS INC	CL A	$1.2M	0.5%Prev: 0.3%	2,284 SH	Increased+331 SH
CULP INC	COM	$271K	0.1%Prev: 0.1%	68,942 SH	Increased-5,294 SH
DISNEY WALT CO	COM	$355K	0.1%Prev: 0.1%	2,864 SH	Increased+607 SH
DOORDASH INC	CL A	$1.3M	0.5%	5,226 SH	New
DORCHESTER MINERALS LP	COM UNIT	$412K	0.2%	14,791 SH	New
DOW INC	COM	$2.1M	0.9%	78,286 SH	New
ELI LILLY & CO	COM	$2.0M	0.8%Prev: 1.5%	2,556 SH	Decreased-1,871 SH
EMERSON ELEC CO	COM	$551K	0.2%Prev: 0.2%	4,129 SH	Increased-5 SH
FORTINET INC	COM	$437K	0.2%	4,134 SH	New
FS CREDIT OPPORTUNITIES CORP	COMMON STOCK	$160K	0.1%Prev: 0.1%	22,029 SH	Increased-9,235 SH
FS KKR CAP CORP	COM	$421K	0.2%Prev: 0.1%	20,303 SH	Increased-277 SH
FUTUREFUEL CORP	COM	$108K	0.0%	27,786 SH	New
GE AEROSPACE	COM NEW	$1.3M	0.5%Prev: 0.5%	4,868 SH	Decreased+405 SH
GENTHERM INC	COM	$512K	0.2%	18,083 SH	New
GOLUB CAP BDC INC	COM	$1.1M	0.4%	72,995 SH	New
HEALTHCARE RLTY TR	CL A COM	$827K	0.3%	52,152 SH	New
HEALTHPEAK PROPERTIES INC	COM	$2.9M	1.2%Prev: 0.4%	163,959 SH	Increased+93,782 SH
HEARTLAND EXPRESS INC	COM	$775K	0.3%	89,663 SH	New
HILLENBRAND INC	COM	$659K	0.3%	32,844 SH	New
HOME DEPOT INC	COM	$729K	0.3%Prev: 0.5%	1,989 SH	Decreased-2,008 SH
HUMANA INC	COM	$1.3M	0.5%	5,272 SH	New
HUNT J B TRANS SVCS INC	COM	$920K	0.4%	6,410 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$207K	0.1%	701 SH	New
INVESCO EXCH TRADED FD TR II	SR LN ETF	$240K	0.1%	11,461 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.0M	0.4%Prev: 0.4%	1,879 SH	Decreased+6 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.5M	0.6%Prev: 0.4%	24,305 SH	Increased-709 SH
ISHARES INC	MSCI STH KOR ETF	$1.1M	0.5%	15,390 SH	New
ISHARES TR	0-3 MNTH TREASRY	$9.1M	3.8%Prev: 2.1%	90,144 SH	Increased+33,428 SH
ISHARES TR	1 3 YR TREAS BD	$2.8M	1.2%Prev: 1.5%	33,944 SH	Decreased-15,384 SH
ISHARES TR	CORE 60/40 BALAN	$468K	0.2%Prev: 0.2%	7,599 SH	Increased+1,006 SH
ISHARES TR	CORE 80/20 AGGRE	$1.1M	0.5%Prev: 0.5%	13,584 SH	Decreased-1,561 SH
ISHARES TR	CORE MSCI EAFE	$1.8M	0.8%Prev: 1.5%	21,756 SH	Decreased-22,107 SH
ISHARES TR	CORE S&P500 ETF	$7.6M	3.2%Prev: 2.9%	12,217 SH	Decreased+224 SH
ISHARES TR	CORE US AGGBD ET	$603K	0.3%Prev: 3.3%	6,076 SH	Decreased-85,241 SH
ISHARES TR	MSCI EMG MKT ETF	$1.2M	0.5%Prev: 1.3%	24,941 SH	Decreased-37,016 SH
ISHARES TR	RUS 1000 GRW ETF	$1.5M	0.6%Prev: 0.5%	3,503 SH	Increased+381 SH
ISHARES TR	RUS MD CP GR ETF	$2.8M	1.2%Prev: 0.4%	20,139 SH	Increased+11,360 SH
ISHARES TR	RUSSELL 2000 ETF	$4.5M	1.9%Prev: 1.0%	21,027 SH	Increased+9,857 SH
ISHARES TR	RUSSELL 3000 ETF	$2.5M	1.0%Prev: 0.9%	7,045 SH	Increased+688 SH
ISHARES TR	S&P 100 ETF	$2.2M	0.9%Prev: 0.8%	7,244 SH	Decreased+28 SH
ISHARES TR	TIPS BD ETF	$3.6M	1.5%Prev: 0.8%	32,890 SH	Increased+13,058 SH
ISHARES TR	U.S. MED DVC ETF	$1.8M	0.7%	28,702 SH	New
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$647K	0.3%Prev: 0.2%	11,469 SH	Decreased+990 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN INT EQ	$1.9M	0.8%Prev: 0.7%	29,129 SH	Increased+3,748 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN DIVER	$406K	0.2%Prev: 0.2%	3,434 SH	Decreased+285 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.3M	1.0%Prev: 1.2%	45,433 SH	Decreased-21,009 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$1.3M	0.6%Prev: 0.4%	22,349 SH	Increased+5,058 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$4.7M	1.9%Prev: 3.0%	91,767 SH	Decreased-71,012 SH
JPMORGAN CHASE & CO.	COM	$845K	0.4%	2,913 SH	New
LYONDELLBASELL INDUSTRIES N	SHS - A -	$2.2M	0.9%	37,884 SH	New
MANULIFE FINL CORP	COM	$204K	0.1%Prev: 0.1%	6,367 SH	Decreased
MARTEN TRANS LTD	COM	$753K	0.3%	57,953 SH	New
MASTERCARD INCORPORATED	CL A	$331K	0.1%Prev: 0.2%	589 SH	Decreased-403 SH
MCDONALDS CORP	COM	$393K	0.2%Prev: 0.4%	1,345 SH	Decreased-2,588 SH
MERCK & CO INC	COM	$284K	0.1%Prev: 0.1%	3,582 SH	Decreased+1,164 SH
META PLATFORMS INC	CL A	$2.0M	0.8%Prev: 2.1%	2,759 SH	Decreased-7,236 SH
MICROSOFT CORP	COM	$5.7M	2.4%Prev: 4.7%	11,448 SH	Decreased-22,913 SH
MODULAR MED INC	COM NEW	$101K	0.0%	135,967 SH	New
NETFLIX INC	COM	$1.1M	0.5%	832 SH	New
NEW MTN FIN CORP	COM	$1.5M	0.6%Prev: 0.0%	139,893 SH	Increased+127,193 SH
NEXPOINT DIVERSIFIED REL ET	COM NEW	$94K	0.0%	22,513 SH	New
NVIDIA CORPORATION	COM	$4.7M	2.0%Prev: 3.2%	29,828 SH	Decreased-20,469 SH
OAKTREE SPECIALTY LENDING CO	COM	$1.3M	0.6%	96,807 SH	New
OKLO INC	COM CL A	$738K	0.3%	13,173 SH	New
ORION S.A.	COM	$575K	0.2%Prev: 0.1%	54,802 SH	Increased+11,619 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.2M	0.5%Prev: 0.1%	8,871 SH	Increased+6,818 SH
PEPSICO INC	COM	$1.2M	0.5%Prev: 0.3%	9,175 SH	Increased+3,954 SH
PHILIP MORRIS INTL INC	COM	$509K	0.2%Prev: 0.2%	2,796 SH	Increased-14 SH
PIMCO ETF TR	15+ YR US TIPS	$13.8M	5.8%Prev: 1.1%	263,811 SH	Increased+203,799 SH
QUALCOMM INC	COM	$3.5M	1.5%Prev: 1.1%	22,254 SH	Increased-755 SH
QUANTA SVCS INC	COM	$609K	0.3%Prev: 0.4%	1,611 SH	Decreased-312 SH
RELMADA THERAPEUTICS INC	COM	$17K	0.0%	28,000 SH	New
ROBINHOOD MKTS INC	COM CL A	$1.2M	0.5%	13,329 SH	New
ROCKY MTN CHOCOLATE FACTORY	COM	$172K	0.1%	120,442 SH	New
SAUL CTRS INC	COM	$1.3M	0.5%Prev: 0.5%	37,757 SH	Decreased-4,202 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.0M	2.1%Prev: 1.9%	170,568 SH	Decreased-10,702 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$6.7M	2.8%Prev: 1.8%	250,436 SH	Increased+69,396 SH
SCPHARMACEUTICALS INC	COM	$139K	0.1%	36,569 SH	New
SELECT SECTOR SPDR TR	COMMUNICATION	$381K	0.2%	3,510 SH	New
SELECT SECTOR SPDR TR	ENERGY	$223K	0.1%	2,633 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$2.1M	0.9%	40,003 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$347K	0.1%	4,285 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$2.1M	0.9%	15,761 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$2.1M	0.9%	26,095 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$3.1M	1.3%	12,073 SH	New
SERVICENOW INC	COM	$958K	0.4%Prev: 0.3%	932 SH	Increased-6,067 SH
SNOWFLAKE INC	CL A	$872K	0.4%	3,897 SH	New
SOCIEDAD QUIMICA Y MINERA DE	SPON ADR SER B	$697K	0.3%	19,774 SH	New
SOLID BIOSCIENCES INC	COM NEW	$150K	0.1%	30,855 SH	New
SPDR GOLD TR	GOLD SHS	$1.8M	0.8%Prev: 1.4%	5,985 SH	Decreased-2,839 SH
SPDR S&P 500 ETF TR	TR UNIT	$13.8M	5.8%	22,350 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$1.0M	0.4%	1,318 SH	New
STARBUCKS CORP	COM	$248K	0.1%Prev: 0.1%	2,703 SH	Increased-9 SH
TJX COS INC NEW	COM	$210K	0.1%Prev: 0.1%	1,703 SH	Decreased-359 SH
TRADEWEB MKTS INC	CL A	$576K	0.2%	3,937 SH	New
TXO PARTNERS LP	COM UNIT	$1.3M	0.6%Prev: 0.1%	88,914 SH	Increased+75,096 SH
ULTRA CLEAN HLDGS INC	COM	$267K	0.1%	11,848 SH	New
UNITED PARCEL SERVICE INC	CL B	$3.5M	1.4%	34,394 SH	New
US BANCORP DEL	COM NEW	$332K	0.1%	7,333 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$6.2M	2.6%Prev: 2.3%	22,066 SH	Decreased+155 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$411K	0.2%Prev: 0.2%	723 SH	Decreased-282 SH
VANGUARD INDEX FDS	SMALL CP ETF	$534K	0.2%Prev: 0.2%	2,253 SH	Increased+519 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$1.6M	0.7%Prev: 0.2%	5,726 SH	Increased+3,729 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.5%Prev: 0.4%	3,680 SH	Decreased+95 SH
VANGUARD INDEX FDS	VALUE ETF	$5.5M	2.3%Prev: 2.5%	31,187 SH	Decreased-3,973 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$228K	0.1%Prev: 0.1%	1,777 SH	Decreased-589 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$6.5M	2.7%Prev: 1.5%	129,955 SH	Increased+45,679 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.4M	0.6%Prev: 1.7%	17,277 SH	Decreased-37,502 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$374K	0.2%Prev: 0.1%	1,826 SH	Increased+842 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.5M	0.6%Prev: 0.6%	27,019 SH	Decreased-142 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.3M	1.0%Prev: 0.8%	17,568 SH	Increased+2,242 SH
VERIZON COMMUNICATIONS INC	COM	$265K	0.1%Prev: 0.2%	6,123 SH	Decreased-2,579 SH
VISA INC	COM CL A	$876K	0.4%Prev: 0.9%	2,467 SH	Decreased-5,251 SH
WALKER & DUNLOP INC	COM	$429K	0.2%Prev: 0.2%	6,081 SH	Decreased-7,859 SH
WALMART INC	COM	$454K	0.2%Prev: 0.2%	4,640 SH	Decreased-358 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.8M
ABBVIE INC — $204K
AMRIZE LTD — $543K
AUTOMATIC DATA PROCESSING IN — $741K
BANCO SANTANDER SA — $399K
BLACKSTONE INC — $550K
BROADRIDGE FINL SOLUTIONS IN — $1.8M
CANADIAN NATL RY CO — $874K
CATERPILLAR INC — $280K
CHIMERA INVT CORP — $1.0M
CORNING INC — $971K
COSTCO WHOLESALE CORPORATION — $284K
EVEREST GROUP LTD — $998K
EXXON MOBIL CORP — $237K
EXZEO GROUP INC — $219K
FISERV INC — $958K
GE VERNOVA INC — $225K
IDEXX LABS INC — $678K
INSULET CORP — $957K
INTEL CORP — $805K
… and 33 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0002058455-26-000001	$270.4M	View
Nov 12, 2025	Q3 2025	13F-HR	0002058455-25-000003	$264.3M	View
Jul 21, 2026	Q2 2026