Edge Wealth Management LLC — 13F holdings

Edge Wealth Management LLC reported 89 holdings worth $666M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

  1. SHY ISHARES TR — $123M (18.5%)
  2. GOOGL ALPHABET INC — $55.0M (8.3%)
  3. AAPL APPLE INC — $55.0M (8.3%)
  4. MSFT MICROSOFT CORP — $40.6M (6.1%)
  5. DBMF LITMAN GREGORY FDS TR — $34.7M (5.2%)
  6. IWM ISHARES TR — $31.9M (4.8%)
  7. JPM JPMorgan Chase & Co. — $28.3M (4.2%)
  8. XOM ExxonMobil Holdings Corp — $22.6M (3.4%)
  9. WMT WALMART INC — $21.8M (3.3%)
  10. JNJ JOHNSON & JOHNSON — $20.5M (3.1%)