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: $264.3M127 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$214K	0.1%Prev: 0.1%	922 SH	Decreased-22 SH
ADICET BIO INC	COM	$243K	0.1%	300,054 SH	New
ADOBE INC	COM	$1.5M	0.6%	4,213 SH	New
AGF INVTS TR	US MARKET NETRL	$8.2M	3.1%Prev: 0.1%	517,257 SH	Increased+496,804 SH
ALPHABET INC	CAP STK CL A	$3.9M	1.5%Prev: 3.4%	15,970 SH	Decreased-12,378 SH
ALPHABET INC	CAP STK CL C	$400K	0.2%Prev: 0.2%	1,643 SH	Decreased+179 SH
AMAZON COM INC	COM	$3.4M	1.3%Prev: 1.5%	15,653 SH	Decreased-2,678 SH
AON PLC	SHS CL A	$630K	0.2%Prev: 0.1%	1,767 SH	Increased+736 SH
APPLE INC	COM	$6.4M	2.4%Prev: 4.2%	25,300 SH	Decreased-17,655 SH
APPLOVIN CORP	COM CL A	$1.4M	0.5%Prev: 0.3%	1,955 SH	Increased+479 SH
ARISTA NETWORKS INC	COM SHS	$1.6M	0.6%Prev: 0.4%	10,778 SH	Increased+3,912 SH
AXON ENTERPRISE INC	COM	$1.0M	0.4%	1,413 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$754K	0.3%Prev: 0.3%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	0.4%Prev: 0.6%	2,015 SH	Decreased-1,389 SH
BRISTOL-MYERS SQUIBB CO	COM	$5.1M	1.9%	112,152 SH	New
BROADCOM INC	COM	$1.6M	0.6%Prev: 0.6%	4,771 SH	Decreased-194 SH
CANADIAN NATL RY CO	COM	$729K	0.3%	7,732 SH	New
CELESTICA INC	COM	$746K	0.3%	3,026 SH	New
CF INDS HLDGS INC	COM	$240K	0.1%	2,674 SH	New
CHUBB LIMITED	COM	$218K	0.1%	773 SH	New
CISCO SYS INC	COM	$226K	0.1%Prev: 0.1%	3,296 SH	Decreased-168 SH
CLOUDFLARE INC	CL A COM	$1.3M	0.5%Prev: 0.4%	5,910 SH	Increased+755 SH
COMMUNITY HEALTHCARE TR INC	COM	$2.3M	0.9%	151,646 SH	New
CONOCOPHILLIPS	COM	$1.1M	0.4%	11,373 SH	New
CONSOLIDATED EDISON INC	COM	$215K	0.1%Prev: 0.1%	2,137 SH	Decreased-1 SH
COSTCO WHSL CORP NEW	COM	$254K	0.1%	274 SH	New
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$1.3M	0.5%Prev: 0.4%	9,220 SH	Increased+5,075 SH
CROWDSTRIKE HLDGS INC	CL A	$1.2M	0.4%Prev: 0.1%	2,351 SH	Increased+739 SH
CULP INC	COM	$323K	0.1%Prev: 0.0%	72,455 SH	Increased+54,169 SH
DISNEY WALT CO	COM	$329K	0.1%Prev: 0.1%	2,872 SH	Increased
DOORDASH INC	CL A	$1.4M	0.5%	5,291 SH	New
DOW INC	COM	$2.4M	0.9%	104,444 SH	New
EASTMAN CHEM CO	COM	$1.1M	0.4%	17,162 SH	New
ELEVANCE HEALTH INC FORMERLY	COM	$2.7M	1.0%	8,439 SH	New
ELI LILLY & CO	COM	$1.4M	0.5%Prev: 1.2%	1,775 SH	Decreased-1,131 SH
EMERSON ELEC CO	COM	$542K	0.2%Prev: 0.2%	4,131 SH	Decreased-3 SH
FS CREDIT OPPORTUNITIES CORP	COMMON STOCK	$131K	0.0%Prev: 0.1%	19,029 SH	Decreased-11,580 SH
FS KKR CAP CORP	COM	$296K	0.1%Prev: 0.1%	19,830 SH	Increased+1,305 SH
FUTUREFUEL CORP	COM	$118K	0.0%	30,296 SH	New
GE AEROSPACE	COM NEW	$1.4M	0.5%Prev: 0.5%	4,797 SH	Increased+970 SH
HEALTHPEAK PROPERTIES INC	COM	$2.7M	1.0%	141,332 SH	New
HOME DEPOT INC	COM	$664K	0.3%Prev: 0.2%	1,638 SH	Decreased-426 SH
HOWMET AEROSPACE INC	COM	$479K	0.2%	2,439 SH	New
INVESCO EXCH TRADED FD TR II	SR LN ETF	$227K	0.1%	10,846 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.2M	0.4%Prev: 0.3%	1,961 SH	Increased+622 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.5M	0.6%Prev: 0.3%	23,205 SH	Increased-35 SH
ISHARES TR	0-3 MNTH TREASRY	$5.5M	2.1%	54,895 SH	New
ISHARES TR	1 3 YR TREAS BD	$2.9M	1.1%Prev: 1.4%	35,206 SH	Decreased-14,494 SH
ISHARES TR	CORE 60/40 BALAN	$407K	0.2%	6,322 SH	New
ISHARES TR	CORE 80/20 AGGRE	$1.3M	0.5%	14,415 SH	New
ISHARES TR	CORE MSCI EAFE	$4.6M	1.7%Prev: 1.2%	52,223 SH	Increased+15,500 SH
ISHARES TR	CORE S&P500 ETF	$8.2M	3.1%Prev: 2.9%	12,212 SH	Decreased+816 SH
ISHARES TR	CORE US AGGBD ET	$582K	0.2%Prev: 3.1%	5,800 SH	Decreased-87,742 SH
ISHARES TR	MSCI EMG MKT ETF	$4.2M	1.6%Prev: 1.1%	78,492 SH	Increased+29,263 SH
ISHARES TR	RUS 1000 GRW ETF	$1.6M	0.6%Prev: 0.5%	3,472 SH	Increased-7,602 SH
ISHARES TR	RUS MD CP GR ETF	$2.9M	1.1%Prev: 0.2%	20,282 SH	Increased+15,742 SH
ISHARES TR	RUSSELL 2000 ETF	$5.2M	2.0%Prev: 0.9%	21,617 SH	Increased+13,182 SH
ISHARES TR	RUSSELL 3000 ETF	$2.7M	1.0%Prev: 0.8%	7,040 SH	Increased+1,277 SH
ISHARES TR	S&P 100 ETF	$2.4M	0.9%Prev: 2.0%	7,247 SH	Decreased-8,693 SH
ISHARES TR	TIPS BD ETF	$1.9M	0.7%Prev: 0.8%	17,073 SH	Decreased-3,451 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$701K	0.3%Prev: 0.2%	11,883 SH	Increased+3,000 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN INT EQ	$1.9M	0.7%Prev: 0.5%	28,889 SH	Increased+7,384 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN DIVER	$427K	0.2%Prev: 0.1%	3,443 SH	Decreased+334 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.4M	0.9%Prev: 1.1%	47,350 SH	Decreased-15,434 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$1.4M	0.5%Prev: 0.3%	22,302 SH	Increased+8,672 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$6.2M	2.3%Prev: 0.4%	122,244 SH	Increased+101,067 SH
JPMORGAN CHASE & CO.	COM	$955K	0.4%	3,028 SH	New
MANAGER DIRECTED PORTFOLIOS	SANJAC ALPHA COR	$1.1M	0.4%	42,280 SH	New
MANAGER DIRECTED PORTFOLIOS	SANJAC ALPHA LOW	$728K	0.3%	28,751 SH	New
MARTEN TRANS LTD	COM	$764K	0.3%	71,707 SH	New
MASTERCARD INCORPORATED	CL A	$337K	0.1%Prev: 0.2%	591 SH	Decreased-558 SH
MCDONALDS CORP	COM	$424K	0.2%Prev: 0.2%	1,395 SH	Decreased-301 SH
MERCER INTL INC	COM	$206K	0.1%	71,584 SH	New
META PLATFORMS INC	CL A	$4.9M	1.8%Prev: 2.6%	6,609 SH	Decreased-7,102 SH
MICROSOFT CORP	COM	$8.5M	3.2%Prev: 4.5%	16,476 SH	Decreased-18,633 SH
NETFLIX INC	COM	$1.1M	0.4%	939 SH	New
NEW MTN FIN CORP	COM	$928K	0.4%Prev: 0.0%	96,218 SH	Increased+80,401 SH
NVIDIA CORPORATION	COM	$6.8M	2.6%Prev: 3.6%	36,179 SH	Decreased-16,087 SH
OAKTREE SPECIALTY LENDING CO	COM	$927K	0.4%	71,041 SH	New
ORACLE CORP	COM	$725K	0.3%	2,577 SH	New
ORION S.A.	COM	$524K	0.2%	69,107 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$1.7M	0.6%	9,128 SH	New
PHILIP MORRIS INTL INC	COM	$455K	0.2%Prev: 0.2%	2,805 SH	Decreased-243 SH
PIMCO ETF TR	15+ YR US TIPS	$14.2M	5.4%Prev: 0.6%	266,882 SH	Increased+230,057 SH
QUALCOMM INC	COM	$3.7M	1.4%Prev: 1.5%	22,241 SH	Decreased-2,215 SH
QUANTA SVCS INC	COM	$764K	0.3%Prev: 0.3%	1,843 SH	Decreased+445 SH
RLI CORP	COM	$3.3M	1.3%	50,952 SH	New
ROBINHOOD MKTS INC	COM CL A	$1.9M	0.7%	13,387 SH	New
ROCKY MTN CHOCOLATE FACTORY	COM	$162K	0.1%	102,140 SH	New
SAUL CTRS INC	COM	$1.9M	0.7%Prev: 0.1%	58,560 SH	Increased+51,775 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.5M	2.1%Prev: 3.1%	173,579 SH	Decreased-97,473 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$6.2M	2.4%Prev: 1.5%	231,840 SH	Increased+68,116 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$374K	0.1%	3,158 SH	New
SELECT SECTOR SPDR TR	ENERGY	$218K	0.1%	2,435 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$3.3M	1.2%	61,158 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$3.6M	1.3%	25,514 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$2.2M	0.8%	7,813 SH	New
SNOWFLAKE INC	COM SHS	$963K	0.4%	4,271 SH	New
SONOCO PRODS CO	COM	$562K	0.2%	13,046 SH	New
SPDR GOLD TR	GOLD SHS	$3.5M	1.3%Prev: 1.0%	9,788 SH	Increased+1,797 SH
SPDR S&P 500 ETF TR	TR UNIT	$14.4M	5.5%	21,662 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$1.1M	0.4%	1,645 SH	New
STARBUCKS CORP	COM	$229K	0.1%Prev: 0.1%	2,706 SH	Decreased-14 SH
STRATEGY INC	CL A NEW	$731K	0.3%	2,269 SH	New
TESLA INC	COM	$994K	0.4%Prev: 0.1%	2,234 SH	Increased+1,747 SH
TJX COS INC NEW	COM	$247K	0.1%Prev: 0.1%	1,708 SH	Decreased-327 SH
TXO PARTNERS LP	COM UNIT	$2.5M	0.9%	177,906 SH	New
UNITED PARCEL SERVICE INC	CL B	$4.5M	1.7%	53,403 SH	New
UNITEDHEALTH GROUP INC	COM	$1.8M	0.7%Prev: 0.1%	5,147 SH	Increased+4,612 SH
US BANCORP DEL	COM NEW	$263K	0.1%	5,435 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$6.6M	2.5%Prev: 2.1%	22,427 SH	Increased-55,231 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$546K	0.2%Prev: 0.2%	891 SH	Decreased-108 SH
VANGUARD INDEX FDS	SMALL CP ETF	$574K	0.2%Prev: 0.1%	2,258 SH	Increased+804 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$1.8M	0.7%Prev: 0.1%	5,919 SH	Increased+5,007 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	0.5%Prev: 1.1%	3,781 SH	Decreased-4,865 SH
VANGUARD INDEX FDS	VALUE ETF	$6.0M	2.3%Prev: 3.0%	32,368 SH	Decreased-8,720 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$275K	0.1%Prev: 0.1%	1,998 SH	Decreased-276 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$2.9M	1.1%Prev: 1.5%	57,909 SH	Decreased-27,826 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.5M	0.6%Prev: 1.6%	18,100 SH	Decreased-40,017 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$382K	0.1%Prev: 0.1%	1,772 SH	Increased+787 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.6M	0.6%Prev: 0.6%	27,323 SH	Decreased+1,189 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.5M	0.9%Prev: 0.7%	17,719 SH	Increased+3,925 SH
VERIZON COMMUNICATIONS INC	COM	$259K	0.1%Prev: 0.1%	5,887 SH	Decreased-3,824 SH
VERTEX PHARMACEUTICALS INC	COM	$965K	0.4%	2,465 SH	New
VERTIV HOLDINGS CO	COM CL A	$323K	0.1%Prev: 0.3%	2,138 SH	Decreased-787 SH
VISA INC	COM CL A	$2.6M	1.0%Prev: 1.0%	7,710 SH	Decreased-462 SH
WALMART INC	COM	$480K	0.2%Prev: 0.2%	4,661 SH	Decreased+42 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $2.1M
AMRIZE LTD — $2.3M
APPLIED MATLS INC — $441K
ASTERA LABS INC — $483K
BANCO SANTANDER SA — $488K
BLACKSTONE INC — $563K
BLOOM ENERGY CORP — $1.1M
BOSTON SCIENTIFIC CORP — $2.2M
BROADRIDGE FINL SOLUTIONS IN — $1.9M
CATERPILLAR INC — $421K
CHIMERA INVT CORP — $234K
CIENA CORP — $246K
COLLABORATIVE INVESTMNT SER — $1.1M
CORNING INC — $1.8M
COSTCO WHOLESALE CORPORATION — $341K
FISERV INC — $659K
GE HEALTHCARE TECHNOLOGIES I — $985K
GE VERNOVA INC — $1.3M
GOLDMAN SACHS GROUP INC — $239K
INSULET CORP — $942K
… and 45 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