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: $272.2M141 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$1.8M	0.7%	17,380 SH	New
ABBVIE INC	COM	$204K	0.1%	937 SH	New
ADOBE INC	COM	$218K	0.1%Prev: 0.5%	896 SH	Decreased-1,957 SH
AGF INVTS TR	US MARKET NETRL	$348K	0.1%	24,953 SH	New
ALPHABET INC	CAP STK CL A	$8.9M	3.3%Prev: 2.7%	30,859 SH	Increased-8,217 SH
ALPHABET INC	CAP STK CL C	$420K	0.2%Prev: 0.1%	1,463 SH	Increased+160 SH
AMAZON COM INC	COM	$6.0M	2.2%Prev: 1.7%	28,705 SH	Increased+9,292 SH
AMRIZE LTD	SHS	$543K	0.2%	9,696 SH	New
AON PLC	SHS CL A	$1.3M	0.5%Prev: 0.3%	4,059 SH	Increased+2,293 SH
APPLE INC	COM	$11.5M	4.2%Prev: 2.9%	45,303 SH	Increased+16,109 SH
APPLIED MATLS INC	COM	$364K	0.1%	1,066 SH	New
APPLOVIN CORP	COM CL A	$652K	0.2%Prev: 0.2%	1,638 SH	Increased+129 SH
ARISTA NETWORKS INC	COM SHS	$597K	0.2%	4,861 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$741K	0.3%	3,645 SH	New
BANCO SANTANDER SA	ADR	$399K	0.1%	35,387 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$718K	0.3%Prev: 0.4%	1 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	0.7%Prev: 0.3%	4,219 SH	Increased+2,840 SH
BLACKSTONE INC	COM	$550K	0.2%	4,785 SH	New
BROADCOM INC	COM	$1.4M	0.5%Prev: 0.5%	4,660 SH	Increased-1,931 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$1.8M	0.6%	10,865 SH	New
CANADIAN NATL RY CO	COM	$874K	0.3%Prev: 0.7%	8,507 SH	Decreased-7,273 SH
CATERPILLAR INC	COM	$280K	0.1%	395 SH	New
CHIMERA INVT CORP	COM SHS	$1.0M	0.4%	80,837 SH	New
CISCO SYS INC	COM	$268K	0.1%	3,457 SH	New
CLOUDFLARE INC	CL A COM	$1.1M	0.4%Prev: 0.6%	5,157 SH	Decreased-6,975 SH
COMMUNITY HEALTHCARE TR INC	COM	$1.2M	0.4%Prev: 0.7%	76,150 SH	Decreased-11,396 SH
CONSOLIDATED EDISON INC	COM	$242K	0.1%Prev: 0.1%	2,137 SH	Decreased-57 SH
CORNING INC	COM	$971K	0.4%	7,144 SH	New
COSTCO WHOLESALE CORPORATION	COM	$284K	0.1%	285 SH	New
CROWDSTRIKE HLDGS INC	CL A	$762K	0.3%Prev: 0.4%	1,953 SH	Decreased-298 SH
CULP INC	COM	$203K	0.1%Prev: 0.1%	74,236 SH	Decreased+20,191 SH
DISNEY WALT CO	COM	$218K	0.1%Prev: 0.1%	2,257 SH	Decreased-629 SH
ELI LILLY & CO	COM	$4.1M	1.5%Prev: 1.2%	4,427 SH	Increased+1,100 SH
EMERSON ELEC CO	COM	$542K	0.2%Prev: 0.2%	4,134 SH	Increased-14 SH
EVEREST GROUP LTD	COM	$998K	0.4%	3,052 SH	New
EXXON MOBIL CORP	COM	$237K	0.1%	1,397 SH	New
EXZEO GROUP INC	COM SHS	$219K	0.1%	14,918 SH	New
FISERV INC	COM	$958K	0.4%	17,170 SH	New
FS CREDIT OPPORTUNITIES CORP	COMMON STOCK	$159K	0.1%Prev: 0.1%	31,264 SH	Increased+12,235 SH
FS KKR CAP CORP	COM	$210K	0.1%Prev: 0.2%	20,580 SH	Decreased+277 SH
GE AEROSPACE	COM NEW	$1.3M	0.5%Prev: 0.3%	4,463 SH	Increased+1,128 SH
GE VERNOVA INC	COM	$225K	0.1%	258 SH	New
HEALTHPEAK PROPERTIES INC	COM	$1.2M	0.4%Prev: 0.3%	70,177 SH	Increased+38,492 SH
HOME DEPOT INC	COM	$1.3M	0.5%Prev: 0.3%	3,997 SH	Increased+1,899 SH
IDEXX LABS INC	COM	$678K	0.2%	1,206 SH	New
INSULET CORP	COM	$957K	0.4%	4,561 SH	New
INTEL CORP	COM	$805K	0.3%	18,233 SH	New
INTUIT	COM	$2.0M	0.7%	4,670 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.4%Prev: 0.4%	1,873 SH	Increased-6 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$961K	0.4%Prev: 1.4%	25,014 SH	Decreased-41,476 SH
ISHARES TR	0-3 MNTH TREASRY	$5.7M	2.1%Prev: 0.9%	56,716 SH	Increased+35,868 SH
ISHARES TR	1 3 YR TREAS BD	$4.1M	1.5%Prev: 1.3%	49,328 SH	Increased+14,882 SH
ISHARES TR	CORE 60/40 BALAN	$424K	0.2%	6,593 SH	New
ISHARES TR	CORE 80/20 AGGRE	$1.3M	0.5%	15,145 SH	New
ISHARES TR	CORE MSCI EAFE	$4.0M	1.5%Prev: 1.0%	43,863 SH	Increased+13,664 SH
ISHARES TR	CORE S&P500 ETF	$7.8M	2.9%Prev: 3.1%	11,993 SH	Increased-123 SH
ISHARES TR	CORE US AGGBD ET	$9.1M	3.3%Prev: 0.2%	91,317 SH	Increased+85,969 SH
ISHARES TR	MSCI EMG MKT ETF	$3.5M	1.3%Prev: 0.7%	61,957 SH	Increased+28,234 SH
ISHARES TR	NEW YORK MUN ETF	$485K	0.2%Prev: 0.1%	9,135 SH	Increased+4,848 SH
ISHARES TR	RUS 1000 GRW ETF	$1.3M	0.5%Prev: 0.7%	3,122 SH	Decreased-1,455 SH
ISHARES TR	RUS MD CP GR ETF	$1.1M	0.4%Prev: 1.1%	8,779 SH	Decreased-11,797 SH
ISHARES TR	RUSSELL 2000 ETF	$2.8M	1.0%Prev: 2.0%	11,170 SH	Decreased-11,559 SH
ISHARES TR	RUSSELL 3000 ETF	$2.4M	0.9%Prev: 1.3%	6,357 SH	Decreased-3,020 SH
ISHARES TR	S&P 100 ETF	$2.3M	0.8%Prev: 0.9%	7,216 SH	Increased-104 SH
ISHARES TR	TIPS BD ETF	$2.2M	0.8%Prev: 0.9%	19,832 SH	Increased+1,145 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$651K	0.2%Prev: 0.5%	10,479 SH	Decreased-9,726 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN INT EQ	$1.8M	0.7%Prev: 1.2%	25,381 SH	Decreased-20,345 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN DIVER	$410K	0.2%Prev: 0.3%	3,149 SH	Decreased-2,117 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$3.4M	1.2%Prev: 1.1%	66,442 SH	Increased+19,794 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$1.1M	0.4%Prev: 0.9%	17,291 SH	Decreased-19,566 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$8.2M	3.0%Prev: 2.1%	162,779 SH	Increased+70,959 SH
JPMORGAN CHASE & CO	COM	$1.1M	0.4%	3,613 SH	New
LAM RESEARCH CORP	COM NEW	$366K	0.1%	1,713 SH	New
MANAGER DIRECTED PORTFOLIOS	SANJAC ALPHA COR	$1.5M	0.5%	58,678 SH	New
MANAGER DIRECTED PORTFOLIOS	SANJAC ALPHA LOW	$1.5M	0.5%	57,938 SH	New
MANULIFE FINL CORP	COM	$219K	0.1%	6,367 SH	New
MASTERCARD INCORPORATED	CL A	$496K	0.2%Prev: 0.1%	992 SH	Increased+399 SH
MCCORMICK & CO INC	COM NON VTG	$620K	0.2%	12,297 SH	New
MCDONALDS CORP	COM	$1.2M	0.4%Prev: 0.2%	3,933 SH	Increased+2,579 SH
MERCK & CO INC	COM	$291K	0.1%Prev: 0.1%	2,418 SH	Decreased-1,171 SH
META PLATFORMS INC	CL A	$5.7M	2.1%Prev: 0.9%	9,995 SH	Increased+6,421 SH
MICRON TECHNOLOGY INC	COM	$1.1M	0.4%	3,253 SH	New
MICROSOFT CORP	COM	$12.7M	4.7%Prev: 3.0%	34,361 SH	Increased+16,348 SH
NETFLIX INC.	COM	$276K	0.1%	2,875 SH	New
NEW MTN FIN CORP	COM	$99K	0.0%Prev: 0.8%	12,700 SH	Decreased-140,178 SH
NVIDIA CORPORATION	COM	$8.8M	3.2%Prev: 2.5%	50,297 SH	Increased-1,276 SH
OAKTREE SPECIALTY LENDING	COM	$769K	0.3%	68,037 SH	New
ONEOK INC NEW	COM	$922K	0.3%	10,200 SH	New
ORION S.A.	COM	$281K	0.1%	43,183 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$300K	0.1%	2,053 SH	New
PEPSICO INC	COM	$811K	0.3%	5,221 SH	New
PHILIP MORRIS INTL INC	COM	$465K	0.2%Prev: 0.2%	2,810 SH	Increased+39 SH
PIMCO ETF TR	15+ YR US TIPS	$3.1M	1.1%Prev: 5.4%	60,012 SH	Decreased-159,740 SH
PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$373K	0.1%	7,067 SH	New
PROGRESSIVE CORP	COM	$2.1M	0.8%	10,627 SH	New
PROSHARES TR	ULTRA BITCOIN ET	$323K	0.1%	27,785 SH	New
PRUDENTIAL FINL INC	COM	$3.8M	1.4%	39,025 SH	New
QUALCOMM INC	COM	$3.0M	1.1%Prev: 1.5%	23,009 SH	Decreased+755 SH
QUANTA SVCS INC	COM	$1.1M	0.4%Prev: 0.2%	1,923 SH	Increased-37 SH
RLI CORP	COM	$247K	0.1%Prev: 0.2%	4,333 SH	Decreased+71 SH
S&P GLOBAL INC	COM	$204K	0.1%	479 SH	New
SALESFORCE INC	COM	$2.3M	0.8%	12,145 SH	New
SANDISK CORP	COM	$213K	0.1%	336 SH	New
SAP SE	SPON ADR	$646K	0.2%	3,774 SH	New
SAUL CTRS INC	COM	$1.4M	0.5%Prev: 0.2%	41,959 SH	Increased+29,209 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.3M	1.9%Prev: 2.0%	181,270 SH	Increased+6,764 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$4.8M	1.8%	181,040 SH	New
SELECT SECTOR SPDR TR	STATE STREET COM	$333K	0.1%	3,004 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$303K	0.1%	4,942 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$3.7M	1.4%	74,506 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$6.0M	2.2%	40,800 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$2.3M	0.9%	17,578 SH	New
SERVICENOW INC	COM	$732K	0.3%	6,999 SH	New
SPDR GOLD TR	GOLD SHS	$3.8M	1.4%Prev: 0.8%	8,824 SH	Increased+2,516 SH
STARBUCKS CORP	COM	$243K	0.1%Prev: 0.1%	2,712 SH	Decreased-130 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$15.8M	5.8%	24,239 SH	New
TESLA INC	COM	$1.3M	0.5%	3,597 SH	New
TJX COS INC NEW	COM	$329K	0.1%Prev: 0.1%	2,062 SH	Increased+269 SH
TOYOTA MOTOR CORP	ADS	$698K	0.3%	3,387 SH	New
TXO PARTNERS LP	COM UNIT	$174K	0.1%Prev: 0.5%	13,818 SH	Decreased-39,806 SH
UBER TECHNOLOGIES INC	COM	$247K	0.1%	3,430 SH	New
UNITED PARCEL SVCS INC	CL B	$1.6M	0.6%	15,889 SH	New
UNITEDHEALTH GROUP INC	COM	$2.3M	0.9%Prev: 0.2%	8,620 SH	Increased+7,709 SH
US BANCORP	COM NEW	$247K	0.1%	4,755 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$6.3M	2.3%Prev: 2.8%	21,911 SH	Increased-2,388 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$601K	0.2%Prev: 0.2%	1,005 SH	Increased+320 SH
VANGUARD INDEX FDS	SMALL CP ETF	$454K	0.2%Prev: 0.4%	1,734 SH	Decreased-1,796 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$604K	0.2%Prev: 0.6%	1,997 SH	Decreased-3,721 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	0.4%Prev: 0.4%	3,585 SH	Increased+449 SH
VANGUARD INDEX FDS	VALUE ETF	$6.9M	2.5%Prev: 2.7%	35,160 SH	Increased+809 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$327K	0.1%Prev: 0.1%	2,366 SH	Increased+575 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$4.2M	1.5%Prev: 0.8%	84,276 SH	Increased+50,454 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.5M	1.7%Prev: 0.8%	54,779 SH	Increased+32,578 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$212K	0.1%Prev: 0.2%	984 SH	Decreased-900 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.7M	0.6%Prev: 0.6%	27,161 SH	Increased-152 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.3M	0.8%Prev: 1.4%	15,326 SH	Decreased-8,074 SH
VERIZON COMMUNICATIONS INC	COM	$437K	0.2%Prev: 0.1%	8,702 SH	Increased+2,719 SH
VERTIV HOLDINGS CO	COM CL A	$992K	0.4%	3,959 SH	New
VISA INC	COM CL A	$2.3M	0.9%Prev: 0.4%	7,718 SH	Increased+5,181 SH
WALKER & DUNLOP INC	COM	$619K	0.2%	13,940 SH	New
WALMART INC	COM	$621K	0.2%Prev: 0.2%	4,998 SH	Increased+104 SH

Sold (vs prior filing)

374WATER INC — $131K
ACRIVON THERAPEUTICS INC — $115K
ADICET BIO INC — $172K
AFYA LTD — $230K
ALIGN TECHNOLOGY INC — $811K
AMERICAN CENTY ETF TR — $453K
ARMADA HOFFLER PPTYS INC — $1.4M
AURORA INNOVATION INC — $413K
AXON ENTERPRISE INC — $226K
BALL CORP — $476K
BEYOND AIR INC — $200K
BGC GROUP INC — $245K
BIOGEN INC — $530K
BLACKROCK TCP CAPITAL CORP — $1.1M
CALCIMEDICA INC — $207K
CATALYST PHARMACEUTICALS INC — $295K
CENTURY CASINOS INC — $252K
CF INDS HLDGS INC — $271K
CHARLES RIV LABS INTL INC — $426K
CHURCHILL DOWNS INC — $737K
… and 78 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