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: $270.4M132 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$212K	0.1%Prev: 0.1%	927 SH	Decreased+5 SH
ADOBE INC	COM	$312K	0.1%Prev: 0.6%	892 SH	Decreased-3,321 SH
AGF INVTS TR	US MARKET NETRL	$1.1M	0.4%Prev: 3.1%	76,396 SH	Decreased-440,861 SH
ALPHABET INC	CAP STK CL A	$8.0M	3.0%Prev: 1.5%	25,656 SH	Increased+9,686 SH
ALPHABET INC	CAP STK CL C	$459K	0.2%Prev: 0.2%	1,463 SH	Increased-180 SH
ALTRIA GROUP INC	COM	$236K	0.1%	4,099 SH	New
AMAZON COM INC	COM	$3.6M	1.3%Prev: 1.3%	15,489 SH	Increased-164 SH
AON PLC	SHS CL A	$623K	0.2%Prev: 0.2%	1,766 SH	Decreased-1 SH
APPLE INC	COM	$8.0M	3.0%Prev: 2.4%	29,488 SH	Increased+4,188 SH
APPLIED MATLS INC	COM	$235K	0.1%	916 SH	New
APPLOVIN CORP	COM CL A	$1.4M	0.5%Prev: 0.5%	2,062 SH	Decreased+107 SH
ARISTA NETWORKS INC	COM SHS	$684K	0.3%Prev: 0.6%	5,223 SH	Decreased-5,555 SH
AUTOZONE INC	COM	$1.2M	0.5%	361 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$755K	0.3%Prev: 0.3%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	0.4%Prev: 0.4%	2,002 SH	Decreased-13 SH
BRISTOL-MYERS SQUIBB CO	COM	$755K	0.3%Prev: 1.9%	13,987 SH	Decreased-98,165 SH
BROADCOM INC	COM	$1.7M	0.6%Prev: 0.6%	4,784 SH	Increased+13 SH
CANADIAN NATL RY CO	COM	$293K	0.1%Prev: 0.3%	2,966 SH	Decreased-4,766 SH
CATERPILLAR INC	COM	$226K	0.1%	393 SH	New
CISCO SYS INC	COM	$264K	0.1%Prev: 0.1%	3,432 SH	Increased+136 SH
CLOUDFLARE INC	CL A COM	$1.2M	0.4%Prev: 0.5%	5,989 SH	Decreased+79 SH
COMMUNITY HEALTHCARE TR INC	COM	$303K	0.1%Prev: 0.9%	18,477 SH	Decreased-133,169 SH
CONOCOPHILLIPS	COM	$796K	0.3%Prev: 0.4%	8,506 SH	Decreased-2,867 SH
CONSOLIDATED EDISON INC	COM	$212K	0.1%Prev: 0.1%	2,137 SH	Decreased
CORNING INC	COM	$1.5M	0.6%	17,463 SH	New
COSTCO WHSL CORP NEW	COM	$235K	0.1%Prev: 0.1%	272 SH	Decreased-2 SH
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$1.3M	0.5%Prev: 0.5%	9,357 SH	Increased+137 SH
CROWDSTRIKE HLDGS INC	CL A	$1.1M	0.4%Prev: 0.4%	2,376 SH	Decreased+25 SH
CULP INC	COM	$248K	0.1%Prev: 0.1%	69,607 SH	Decreased-2,848 SH
DISNEY WALT CO	COM	$315K	0.1%Prev: 0.1%	2,766 SH	Decreased-106 SH
DOORDASH INC	CL A	$1.1M	0.4%Prev: 0.5%	4,936 SH	Decreased-355 SH
DOW INC	COM	$428K	0.2%Prev: 0.9%	18,307 SH	Decreased-86,137 SH
ELEVANCE HEALTH INC FORMERLY	COM	$1.6M	0.6%Prev: 1.0%	4,493 SH	Decreased-3,946 SH
ELI LILLY & CO	COM	$5.0M	1.8%Prev: 0.5%	4,613 SH	Increased+2,838 SH
EMERSON ELEC CO	COM	$548K	0.2%Prev: 0.2%	4,132 SH	Increased+1 SH
ETF OPPORTUNITIES TRUST	KINGSBARN TACTIC	$1.6M	0.6%	69,696 SH	New
FISERV INC	COM	$1.0M	0.4%	15,358 SH	New
FS CREDIT OPPORTUNITIES CORP	COMMON STOCK	$120K	0.0%Prev: 0.0%	19,029 SH	Decreased
FS KKR CAP CORP	COM	$305K	0.1%Prev: 0.1%	20,580 SH	Increased+750 SH
GE AEROSPACE	COM NEW	$1.5M	0.6%Prev: 0.5%	4,886 SH	Increased+89 SH
GOLDMAN SACHS BDC INC	SHS	$796K	0.3%	85,826 SH	New
GOLDMAN SACHS GROUP INC	COM	$208K	0.1%	236 SH	New
HEALTHPEAK PROPERTIES INC	COM	$2.4M	0.9%Prev: 1.0%	150,539 SH	Decreased+9,207 SH
HOME DEPOT INC	COM	$560K	0.2%Prev: 0.3%	1,626 SH	Decreased-12 SH
INCYTE CORP	COM	$491K	0.2%	4,975 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$218K	0.1%	737 SH	New
INVESCO EXCH TRADED FD TR II	SR LN ETF	$240K	0.1%Prev: 0.1%	11,408 SH	Increased+562 SH
INVESCO QQQ TR	UNIT SER 1	$1.2M	0.4%Prev: 0.4%	1,965 SH	Increased+4 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.2M	0.4%Prev: 0.6%	23,980 SH	Decreased+775 SH
ISHARES TR	0-3 MNTH TREASRY	$8.7M	3.2%Prev: 2.1%	86,470 SH	Increased+31,575 SH
ISHARES TR	1 3 YR TREAS BD	$2.9M	1.1%Prev: 1.1%	35,570 SH	Increased+364 SH
ISHARES TR	CORE 60/40 BALAN	$429K	0.2%Prev: 0.2%	6,597 SH	Increased+275 SH
ISHARES TR	CORE 80/20 AGGRE	$1.3M	0.5%Prev: 0.5%	14,827 SH	Increased+412 SH
ISHARES TR	CORE MSCI EAFE	$4.8M	1.8%Prev: 1.7%	53,514 SH	Increased+1,291 SH
ISHARES TR	CORE S&P500 ETF	$8.3M	3.1%Prev: 3.1%	12,102 SH	Increased-110 SH
ISHARES TR	CORE US AGGBD ET	$702K	0.3%Prev: 0.2%	7,023 SH	Increased+1,223 SH
ISHARES TR	MSCI EMG MKT ETF	$4.3M	1.6%Prev: 1.6%	79,320 SH	Increased+828 SH
ISHARES TR	NEW YORK MUN ETF	$255K	0.1%	4,769 SH	New
ISHARES TR	RUS 1000 GRW ETF	$1.5M	0.6%Prev: 0.6%	3,254 SH	Decreased-218 SH
ISHARES TR	RUS MD CP GR ETF	$2.8M	1.0%Prev: 1.1%	20,355 SH	Decreased+73 SH
ISHARES TR	RUSSELL 2000 ETF	$5.3M	1.9%Prev: 2.0%	21,359 SH	Increased-258 SH
ISHARES TR	RUSSELL 3000 ETF	$2.6M	1.0%Prev: 1.0%	6,724 SH	Decreased-316 SH
ISHARES TR	S&P 100 ETF	$2.5M	0.9%Prev: 0.9%	7,254 SH	Increased+7 SH
ISHARES TR	TIPS BD ETF	$1.9M	0.7%Prev: 0.7%	16,898 SH	Decreased-175 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$683K	0.3%Prev: 0.3%	11,243 SH	Decreased-640 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN INT EQ	$1.9M	0.7%Prev: 0.7%	27,322 SH	Decreased-1,567 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN DIVER	$403K	0.1%Prev: 0.2%	3,250 SH	Decreased-193 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.4M	0.9%Prev: 0.9%	47,229 SH	Decreased-121 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$1.3M	0.5%Prev: 0.5%	21,092 SH	Decreased-1,210 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$8.6M	3.2%Prev: 2.3%	169,631 SH	Increased+47,387 SH
JPMORGAN CHASE & CO.	COM	$973K	0.4%Prev: 0.4%	3,020 SH	Increased-8 SH
LINDE PLC	SHS	$1.5M	0.6%	3,630 SH	New
MANAGER DIRECTED PORTFOLIOS	SANJAC ALPHA COR	$1.7M	0.6%Prev: 0.4%	65,858 SH	Increased+23,578 SH
MANAGER DIRECTED PORTFOLIOS	SANJAC ALPHA LOW	$1.7M	0.6%Prev: 0.3%	65,282 SH	Increased+36,531 SH
MANULIFE FINL CORP	COM	$231K	0.1%	6,367 SH	New
MASTERCARD INCORPORATED	CL A	$337K	0.1%Prev: 0.1%	590 SH	Increased-1 SH
MCDONALDS CORP	COM	$434K	0.2%Prev: 0.2%	1,418 SH	Increased+23 SH
MERCK & CO INC	COM	$253K	0.1%	2,408 SH	New
META PLATFORMS INC	CL A	$3.4M	1.2%Prev: 1.8%	5,086 SH	Decreased-1,523 SH
MICRON TECHNOLOGY INC	COM	$361K	0.1%	1,265 SH	New
MICROSOFT CORP	COM	$10.1M	3.7%Prev: 3.2%	20,807 SH	Increased+4,331 SH
MSCI INC	COM	$1.9M	0.7%	3,250 SH	New
NETFLIX INC	COM	$215K	0.1%Prev: 0.4%	2,290 SH	Decreased+1,351 SH
NEW MTN FIN CORP	COM	$189K	0.1%Prev: 0.4%	20,477 SH	Decreased-75,741 SH
NVIDIA CORPORATION	COM	$9.4M	3.5%Prev: 2.6%	50,398 SH	Increased+14,219 SH
OAKTREE SPECIALTY LENDING CO	COM	$146K	0.1%Prev: 0.4%	11,459 SH	Decreased-59,582 SH
ORION S.A.	COM	$253K	0.1%Prev: 0.2%	48,001 SH	Decreased-21,106 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.2M	0.4%Prev: 0.6%	6,735 SH	Decreased-2,393 SH
PHILIP MORRIS INTL INC	COM	$450K	0.2%Prev: 0.2%	2,804 SH	Decreased-1 SH
PIMCO ETF TR	15+ YR US TIPS	$13.3M	4.9%Prev: 5.4%	256,073 SH	Decreased-10,809 SH
PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$463K	0.2%	7,067 SH	New
QUALCOMM INC	COM	$4.0M	1.5%Prev: 1.4%	23,161 SH	Increased+920 SH
QUANTA SVCS INC	COM	$727K	0.3%Prev: 0.3%	1,722 SH	Decreased-121 SH
RLI CORP	COM	$4.0M	1.5%Prev: 1.3%	62,690 SH	Increased+11,738 SH
ROBINHOOD MKTS INC	COM CL A	$1.5M	0.5%Prev: 0.7%	12,916 SH	Decreased-471 SH
ROCKET LAB CORP	COM	$608K	0.2%	8,722 SH	New
ROCKY MTN CHOCOLATE FACTORY	COM	$19K	0.0%Prev: 0.1%	10,135 SH	Decreased-92,005 SH
SAUL CTRS INC	COM	$1.6M	0.6%Prev: 0.7%	51,740 SH	Decreased-6,820 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.4M	2.0%Prev: 2.1%	166,861 SH	Decreased-6,718 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$7.1M	2.6%Prev: 2.4%	266,933 SH	Increased+35,093 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$357K	0.1%	3,032 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$220K	0.1%	4,911 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$3.4M	1.2%	61,541 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$3.9M	1.5%	25,455 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$2.2M	0.8%	15,602 SH	New
SNOWFLAKE INC	COM SHS	$899K	0.3%Prev: 0.4%	4,098 SH	Decreased-173 SH
SPDR GOLD TR	GOLD SHS	$3.9M	1.4%Prev: 1.3%	9,719 SH	Increased-69 SH
SPDR S&P 500 ETF TR	TR UNIT	$14.5M	5.3%Prev: 5.5%	21,196 SH	Increased-466 SH
STARBUCKS CORP	COM	$228K	0.1%Prev: 0.1%	2,709 SH	Decreased+3 SH
T-MOBILE US INC	COM	$1.2M	0.4%	5,704 SH	New
TESLA INC	COM	$1.7M	0.6%Prev: 0.4%	3,806 SH	Increased+1,572 SH
TJX COS INC NEW	COM	$263K	0.1%Prev: 0.1%	1,711 SH	Increased+3 SH
TXO PARTNERS LP	COM UNIT	$2.1M	0.8%Prev: 0.9%	199,568 SH	Decreased+21,662 SH
UNITED PARCEL SERVICE INC	CL B	$6.3M	2.3%Prev: 1.7%	63,625 SH	Increased+10,222 SH
UNITEDHEALTH GROUP INC	COM	$2.3M	0.9%Prev: 0.7%	7,040 SH	Increased+1,893 SH
US BANCORP DEL	COM NEW	$272K	0.1%Prev: 0.1%	5,099 SH	Increased-336 SH
VANGUARD INDEX FDS	MID CAP ETF	$6.7M	2.5%Prev: 2.5%	23,081 SH	Increased+654 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$561K	0.2%Prev: 0.2%	894 SH	Increased+3 SH
VANGUARD INDEX FDS	SMALL CP ETF	$550K	0.2%Prev: 0.2%	2,132 SH	Decreased-126 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$1.8M	0.7%Prev: 0.7%	5,878 SH	Increased-41 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.3M	0.5%Prev: 0.5%	3,781 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$6.2M	2.3%Prev: 2.3%	32,224 SH	Increased-144 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$316K	0.1%Prev: 0.1%	2,240 SH	Increased+242 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$2.9M	1.1%Prev: 1.1%	59,372 SH	Increased+1,463 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.9M	0.7%Prev: 0.6%	23,178 SH	Increased+5,078 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$392K	0.1%Prev: 0.1%	1,781 SH	Increased+9 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.7M	0.6%Prev: 0.6%	27,377 SH	Increased+54 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.5M	0.9%Prev: 0.9%	17,127 SH	Decreased-592 SH
VERIZON COMMUNICATIONS INC	COM	$352K	0.1%Prev: 0.1%	8,639 SH	Increased+2,752 SH
VERTIV HOLDINGS CO	COM CL A	$632K	0.2%Prev: 0.1%	3,902 SH	Increased+1,764 SH
VISA INC	COM CL A	$2.7M	1.0%Prev: 1.0%	7,774 SH	Increased+64 SH
WALMART INC	COM	$515K	0.2%Prev: 0.2%	4,618 SH	Increased-43 SH

Sold (vs prior filing)

ADICET BIO INC — $243K
AXON ENTERPRISE INC — $1.0M
CELESTICA INC — $746K
CF INDS HLDGS INC — $240K
CHUBB LIMITED — $218K
EASTMAN CHEM CO — $1.1M
FUTUREFUEL CORP — $118K
HOWMET AEROSPACE INC — $479K
MARTEN TRANS LTD — $764K
MERCER INTL INC — $206K
ORACLE CORP — $725K
SELECT SECTOR SPDR TR — $374K
SELECT SECTOR SPDR TR — $218K
SELECT SECTOR SPDR TR — $3.3M
SELECT SECTOR SPDR TR — $3.6M
SELECT SECTOR SPDR TR — $2.2M
SONOCO PRODS CO — $562K
SPOTIFY TECHNOLOGY S A — $1.1M
STRATEGY INC — $731K
VERTEX PHARMACEUTICALS INC — $965K

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