Edge Financial Advisors LLC — 13F holdings

Edge Financial Advisors LLC reported 151 holdings worth $238M in its 13F filing for Q4 2025, filed January 28, 2026.

Largest positions

  1. DFUS DIMENSIONAL ETF TRUST — $28.2M (11.9%)
  2. AVNM AMERICAN CENTY ETF TR — $12.1M (5.1%)
  3. SPY SPDR S&P 500 ETF TR — $11.7M (4.9%)
  4. DIMENSIONAL ETF TRUST — $10.1M (4.3%)
  5. DYNF BLACKROCK ETF TRUST — $10.0M (4.2%)
  6. ITOT ISHARES TR — $9.45M (4.0%)
  7. JQUA J P MORGAN EXCHANGE TRADED F — $9.04M (3.8%)
  8. DFAI DIMENSIONAL ETF TRUST — $8.61M (3.6%)
  9. AAPL APPLE INC — $8.17M (3.4%)
  10. VGSH VANGUARD SCOTTSDALE FDS — $6.24M (2.6%)