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: $294.1M143 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$2.1M	0.7%	22,909 SH	New
ABBVIE INC	COM	$238K	0.1%	944 SH	New
AGF INVTS TR	US MARKET NETRL	$228K	0.1%Prev: 0.9%	20,453 SH	Decreased-102,676 SH
ALPHABET INC	CAP STK CL A	$10.1M	3.4%Prev: 1.5%	28,348 SH	Increased+7,722 SH
ALPHABET INC	CAP STK CL C	$517K	0.2%Prev: 0.1%	1,464 SH	Increased-160 SH
AMAZON COM INC	COM	$4.4M	1.5%Prev: 1.7%	18,331 SH	Increased-564 SH
AMRIZE LTD	SHS	$2.3M	0.8%	44,078 SH	New
AON PLC	SHS CL A	$342K	0.1%Prev: 0.3%	1,031 SH	Decreased-735 SH
APPLE INC	COM	$12.4M	4.2%Prev: 2.1%	42,955 SH	Increased+17,814 SH
APPLIED MATLS INC	COM	$441K	0.2%Prev: 0.4%	610 SH	Decreased-5,013 SH
APPLOVIN CORP	COM CL A	$760K	0.3%Prev: 0.3%	1,476 SH	Increased-596 SH
ARISTA NETWORKS INC	COM SHS	$1.2M	0.4%Prev: 0.2%	6,866 SH	Increased+2,855 SH
ASTERA LABS INC	COM	$483K	0.2%	1,000 SH	New
BANCO SANTANDER SA	ADR	$488K	0.2%	35,387 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$749K	0.3%Prev: 0.3%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	0.6%Prev: 0.3%	3,404 SH	Increased+1,685 SH
BLACKSTONE INC	COM	$563K	0.2%	4,785 SH	New
BLOOM ENERGY CORP	COM CL A	$1.1M	0.4%	3,628 SH	New
BOSTON SCIENTIFIC CORP	COM	$2.2M	0.7%	51,395 SH	New
BROADCOM INC	COM	$1.9M	0.6%Prev: 0.5%	4,965 SH	Increased+181 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$1.9M	0.6%	13,606 SH	New
CATERPILLAR INC	COM	$421K	0.1%	395 SH	New
CHIMERA INVT CORP	COM SHS	$234K	0.1%	17,553 SH	New
CIENA CORP	COM NEW	$246K	0.1%	501 SH	New
CISCO SYS INC	COM	$407K	0.1%Prev: 0.1%	3,464 SH	Increased+188 SH
CLOUDFLARE INC	CL A COM	$1.3M	0.4%Prev: 0.5%	5,155 SH	Increased-647 SH
COLLABORATIVE INVESTMNT SER	RAREVIEW SYS EQT	$1.1M	0.4%	28,065 SH	New
CONSOLIDATED EDISON INC	COM	$237K	0.1%Prev: 0.1%	2,138 SH	Increased-6 SH
CORNING INC	COM	$1.8M	0.6%	6,890 SH	New
COSTCO WHOLESALE CORPORATION	COM	$341K	0.1%	364 SH	New
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$1.1M	0.4%Prev: 0.3%	4,145 SH	Increased-4,793 SH
CROWDSTRIKE HLDGS INC	CL A	$308K	0.1%Prev: 0.5%	1,612 SH	Decreased-672 SH
CULP INC	COM	$57K	0.0%Prev: 0.1%	18,286 SH	Decreased-50,656 SH
DISNEY WALT CO	COM	$276K	0.1%Prev: 0.1%	2,872 SH	Decreased+8 SH
ELI LILLY & CO	COM	$3.5M	1.2%Prev: 0.8%	2,906 SH	Increased+350 SH
EMERSON ELEC CO	COM	$592K	0.2%Prev: 0.2%	4,134 SH	Increased+5 SH
FISERV INC	COM	$659K	0.2%	13,445 SH	New
FS CREDIT OPPORTUNITIES CORP	COMMON STOCK	$153K	0.1%Prev: 0.1%	30,609 SH	Decreased+8,580 SH
FS KKR CAP CORP	COM	$195K	0.1%Prev: 0.2%	18,525 SH	Decreased-1,778 SH
GE AEROSPACE	COM NEW	$1.4M	0.5%Prev: 0.5%	3,827 SH	Increased-1,041 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$985K	0.3%	15,389 SH	New
GE VERNOVA INC	COM	$1.3M	0.4%	1,105 SH	New
GOLDMAN SACHS GROUP INC	COM	$239K	0.1%	236 SH	New
HOME DEPOT INC	COM	$728K	0.2%Prev: 0.3%	2,064 SH	Decreased+75 SH
INSULET CORP	COM	$942K	0.3%	6,185 SH	New
INTEL CORP	COM	$383K	0.1%	2,744 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$622K	0.2%Prev: 0.1%	2,212 SH	Increased+1,511 SH
INTUIT	COM	$1.4M	0.5%	5,191 SH	New
INVESCO QQQ TR	UNIT SER 1	$987K	0.3%Prev: 0.4%	1,339 SH	Decreased-540 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$774K	0.3%Prev: 0.6%	23,240 SH	Decreased-1,065 SH
ISHARES TR	0-3 MTH TREASURY	$5.3M	1.8%	53,087 SH	New
ISHARES TR	1 3 YR TREAS BD	$4.1M	1.4%Prev: 1.2%	49,700 SH	Increased+15,756 SH
ISHARES TR	CORE 60 BALA ETF	$415K	0.1%	5,966 SH	New
ISHARES TR	CORE 80 20 ETF	$1.3M	0.5%	13,708 SH	New
ISHARES TR	CORE MSCI EAFE	$3.5M	1.2%Prev: 0.8%	36,723 SH	Increased+14,967 SH
ISHARES TR	CORE S&P MCP ETF	$949K	0.3%	12,312 SH	New
ISHARES TR	CORE S&P500 ETF	$8.5M	2.9%Prev: 3.2%	11,396 SH	Increased-821 SH
ISHARES TR	CORE US AGGBD ET	$9.3M	3.1%Prev: 0.3%	93,542 SH	Increased+87,466 SH
ISHARES TR	MSCI EMG MKT ETF	$3.4M	1.1%Prev: 0.5%	49,229 SH	Increased+24,288 SH
ISHARES TR	NEW YORK MUN ETF	$628K	0.2%	11,659 SH	New
ISHARES TR	RUS 1000 GRW ETF	$1.4M	0.5%Prev: 0.6%	11,074 SH	Decreased+7,571 SH
ISHARES TR	RUS MD CP GR ETF	$665K	0.2%Prev: 1.2%	4,540 SH	Decreased-15,599 SH
ISHARES TR	RUSSELL 2000 ETF	$2.5M	0.9%Prev: 1.9%	8,435 SH	Decreased-12,592 SH
ISHARES TR	RUSSELL 3000 ETF	$2.5M	0.8%Prev: 1.0%	5,763 SH	Decreased-1,282 SH
ISHARES TR	S&P 100 ETF	$5.8M	2.0%Prev: 0.9%	15,940 SH	Increased+8,696 SH
ISHARES TR	TIPS BD ETF	$2.2M	0.8%Prev: 1.5%	20,524 SH	Decreased-12,366 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN EM EQT	$558K	0.2%Prev: 0.3%	8,883 SH	Decreased-2,586 SH
J P MORGAN EXCHANGE TRADED F	DIV RTN INT EQ	$1.6M	0.5%Prev: 0.8%	21,505 SH	Decreased-7,624 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$313K	0.1%	5,550 SH	New
J P MORGAN EXCHANGE TRADED F	JPMORGAN DIVER	$436K	0.1%Prev: 0.2%	3,109 SH	Increased-325 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$3.2M	1.1%Prev: 1.0%	62,784 SH	Increased+17,351 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$985K	0.3%Prev: 0.6%	13,630 SH	Decreased-8,719 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.1M	0.4%Prev: 1.9%	21,177 SH	Decreased-70,590 SH
JPMORGAN CHASE & CO	COM	$1.1M	0.4%	3,490 SH	New
LAM RESEARCH CORP	COM NEW	$1.6M	0.6%	3,785 SH	New
LOCKHEED MARTIN CORP	COM	$1.2M	0.4%	2,259 SH	New
MANAGER DIRECTED PORTFOLIOS	SANJ ALP LOW ETF	$1.4M	0.5%	55,561 SH	New
MANAGER DIRECTED PORTFOLIOS	SANJ ALPH BD ETF	$1.4M	0.5%	56,316 SH	New
MANULIFE FINL CORP	COM	$258K	0.1%Prev: 0.1%	6,367 SH	Increased
MASTERCARD INCORPORATED	CL A	$590K	0.2%Prev: 0.1%	1,149 SH	Increased+560 SH
MCCORMICK & CO INC	COM NON VTG	$739K	0.3%	14,656 SH	New
MCDONALDS CORP	COM	$459K	0.2%Prev: 0.2%	1,696 SH	Increased+351 SH
MERCADOLIBRE INC	COM	$805K	0.3%	474 SH	New
MERCK & CO INC	COM	$311K	0.1%Prev: 0.1%	2,418 SH	Increased-1,164 SH
META PLATFORMS INC	CL A	$7.7M	2.6%Prev: 0.8%	13,711 SH	Increased+10,952 SH
MICRON TECHNOLOGY INC	COM	$4.0M	1.4%	3,506 SH	New
MICROSOFT CORP	COM	$13.1M	4.5%Prev: 2.4%	35,109 SH	Increased+23,661 SH
NETFLIX INC.	COM	$1.3M	0.5%	18,625 SH	New
NEW MTN FIN CORP	COM	$113K	0.0%Prev: 0.6%	15,817 SH	Decreased-124,076 SH
NOMAD FOODS LTD	USD ORD SHS	$117K	0.0%	10,697 SH	New
NVIDIA CORPORATION	COM	$10.5M	3.6%Prev: 2.0%	52,266 SH	Increased+22,438 SH
PEPSICO INC	COM	$1.6M	0.5%Prev: 0.5%	11,771 SH	Increased+2,596 SH
PGIM ETF TR	AAA CLO ETF	$6.8M	2.3%	133,363 SH	New
PHILIP MORRIS INTL INC	COM	$552K	0.2%Prev: 0.2%	3,048 SH	Increased+252 SH
PIMCO ETF TR	15+ YR US TIPS	$1.9M	0.6%Prev: 5.8%	36,825 SH	Decreased-226,986 SH
PIMCO ETF TR	MULTISECTOR BD	$221K	0.1%	8,336 SH	New
PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$376K	0.1%	7,067 SH	New
PROGRESSIVE CORP	COM	$3.3M	1.1%	15,317 SH	New
PROSHARES TR	ULTRA BITCON ETF	$367K	0.1%	45,149 SH	New
PRUDENTIAL FINL INC	COM	$313K	0.1%	2,896 SH	New
QUALCOMM INC	COM	$4.5M	1.5%Prev: 1.5%	24,456 SH	Increased+2,202 SH
QUANTA SVCS INC	COM	$1.0M	0.3%Prev: 0.3%	1,398 SH	Increased-213 SH
S&P GLOBAL INC	COM	$579K	0.2%	1,502 SH	New
SALESFORCE INC	COM	$780K	0.3%	4,982 SH	New
SANDISK CORP	COM	$2.2M	0.8%	982 SH	New
SANOFI SA	SPONSORED ADR	$218K	0.1%	5,110 SH	New
SAUL CTRS INC	COM	$254K	0.1%Prev: 0.5%	6,785 SH	Decreased-30,972 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$9.2M	3.1%Prev: 2.1%	271,052 SH	Increased+100,484 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$4.3M	1.5%Prev: 2.8%	163,724 SH	Decreased-86,712 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$1.7M	0.6%	1,735 SH	New
SELECT SECTOR SPDR TR	ST STR CARE ETF	$5.2M	1.8%	32,790 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$260K	0.1%	4,891 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$3.7M	1.3%	69,435 SH	New
SELECT SECTOR SPDR TR	ST STR SVC ETF	$325K	0.1%	3,031 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$3.1M	1.1%	16,321 SH	New
SERVICENOW INC	COM	$1.1M	0.4%Prev: 0.4%	10,818 SH	Increased+9,886 SH
SPDR GOLD TR	GOLD SHS	$2.9M	1.0%Prev: 0.8%	7,991 SH	Increased+2,006 SH
STARBUCKS CORP	COM	$278K	0.1%Prev: 0.1%	2,720 SH	Increased+17 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$19.0M	6.5%	25,436 SH	New
TESLA INC	COM	$205K	0.1%	487 SH	New
TJX COS INC NEW	COM	$308K	0.1%Prev: 0.1%	2,035 SH	Increased+332 SH
TOYOTA MOTOR CORP	ADS	$796K	0.3%	4,724 SH	New
UBER TECHNOLOGIES INC	COM	$397K	0.1%	5,495 SH	New
UNITED PARCEL SVCS INC	CL B	$288K	0.1%	2,678 SH	New
UNITEDHEALTH GROUP INC	COM	$222K	0.1%	535 SH	New
US BANCORP	COM NEW	$270K	0.1%	4,468 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$6.3M	2.1%Prev: 2.6%	77,658 SH	Increased+55,592 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$687K	0.2%Prev: 0.2%	999 SH	Increased+276 SH
VANGUARD INDEX FDS	SMALL CP ETF	$441K	0.1%Prev: 0.2%	1,454 SH	Decreased-799 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$334K	0.1%Prev: 0.7%	912 SH	Decreased-4,814 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.2M	1.1%Prev: 0.5%	8,646 SH	Increased+4,966 SH
VANGUARD INDEX FDS	VALUE ETF	$9.0M	3.0%Prev: 2.3%	41,088 SH	Increased+9,901 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$357K	0.1%Prev: 0.1%	2,274 SH	Increased+497 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$4.3M	1.5%Prev: 2.7%	85,735 SH	Decreased-44,220 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$4.8M	1.6%Prev: 0.6%	58,117 SH	Increased+40,840 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$233K	0.1%Prev: 0.2%	985 SH	Decreased-841 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.9M	0.6%Prev: 0.6%	26,134 SH	Increased-885 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.2M	0.7%Prev: 1.0%	13,794 SH	Decreased-3,774 SH
VERIZON COMMUNICATIONS INC	COM	$411K	0.1%Prev: 0.1%	9,711 SH	Increased+3,588 SH
VERTIV HOLDINGS CO	COM CL A	$979K	0.3%	2,925 SH	New
VISA INC	COM CL A	$2.8M	1.0%Prev: 0.4%	8,172 SH	Increased+5,705 SH
VISTRA CORP	COM	$953K	0.3%	6,009 SH	New
WALMART INC	COM	$523K	0.2%Prev: 0.2%	4,619 SH	Increased-21 SH

Sold (vs prior filing)

ADICET BIO INC — $191K
ADOBE INC — $1.8M
APELLIS PHARMACEUTICALS INC — $668K
ARMADA HOFFLER PPTYS INC — $214K
AXON ENTERPRISE INC — $997K
BRISTOL-MYERS SQUIBB CO — $4.5M
BROADSTONE NET LEASE INC — $1.1M
CALCIMEDICA INC — $140K
CF INDS HLDGS INC — $274K
CHURCHILL DOWNS INC — $824K
COMMUNITY HEALTHCARE TR INC — $2.3M
COSTCO WHSL CORP NEW — $271K
DOORDASH INC — $1.3M
DORCHESTER MINERALS LP — $412K
DOW INC — $2.1M
FORTINET INC — $437K
FUTUREFUEL CORP — $108K
GENTHERM INC — $512K
GOLUB CAP BDC INC — $1.1M
HEALTHCARE RLTY TR — $827K
… and 43 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