WEALTHEDGE INVESTMENT ADVISORS, LLC — 13F holdings

WEALTHEDGE INVESTMENT ADVISORS, LLC reported 143 holdings worth $294M in its 13F filing for Q2 2026, filed July 21, 2026. That's up 8.0% from $272M in Q1 2026, when it reported 141 holdings. Its 10 largest positions make up 37.0% of the portfolio.

WEALTHEDGE INVESTMENT ADVISORS, LLC's largest positions in Q2 2026

  1. SPY SPDR S&P 500 ETF TR — $19.0M (6.5%) · added 5%
  2. MSFT MICROSOFT CORP — $13.1M (4.5%) · added 2%
  3. AAPL APPLE INC — $12.4M (4.2%) · cut 5%
  4. NVDA NVIDIA CORPORATION — $10.5M (3.6%) · added 4%
  5. GOOGL ALPHABET INC — $10.1M (3.4%) · cut 8%
  6. AGG ISHARES TR — $9.26M (3.1%) · added 2%
  7. SCHG SCHWAB STRATEGIC TR — $9.17M (3.1%) · added 50%
  8. VTV VANGUARD INDEX FDS — $8.95M (3.0%) · added 17%
  9. IVV ISHARES TR — $8.53M (2.9%) · cut 5%
  10. META META PLATFORMS INC — $7.72M (2.6%) · added 37%
  11. PAAA PGIM ETF TR — $6.84M (2.3%) · new position
  12. VO VANGUARD INDEX FDS — $6.26M (2.1%) · cut 11%
  13. OEF ISHARES TR — $5.83M (2.0%) · added 121%
  14. SGOV ISHARES TR — $5.34M (1.8%) · cut 6%
  15. XLV SELECT SECTOR SPDR TR — $5.20M (1.8%) · cut 20%
  16. VCIT VANGUARD SCOTTSDALE FDS — $4.80M (1.6%) · added 6%
  17. QCOM QUALCOMM INC — $4.52M (1.5%) · added 6%
  18. AMZN AMAZON COM INC — $4.37M (1.5%) · cut 36%
  19. SCHP SCHWAB STRATEGIC TR — $4.34M (1.5%) · cut 10%
  20. VTIP VANGUARD MALVERN FDS — $4.31M (1.5%) · added 2%

What WEALTHEDGE INVESTMENT ADVISORS, LLC bought in Q2 2026

19 new positions and 41 positions added to.

  1. PAAA PGIM ETF TR — new position, about $6.84M
  2. OEF ISHARES TR — added, about $3.19M
  3. SCHG SCHWAB STRATEGIC TR — added, about $3.04M
  4. BSX BOSTON SCIENTIFIC CORP — new position, about $2.19M
  5. META META PLATFORMS INC — added, about $2.09M
  6. VTI VANGUARD INDEX FDS — added, about $1.87M
  7. AMRZ Amrize Ltd — added, about $1.83M
  8. STX SEAGATE TECHNOLOGY HLDNGS PL — new position, about $1.67M
  9. SNDK SANDISK CORP — added, about $1.47M
  10. VTV VANGUARD INDEX FDS — added, about $1.29M

What WEALTHEDGE INVESTMENT ADVISORS, LLC sold in Q2 2026

17 positions sold out and 65 reduced.

  1. JAAA JANUS DETROIT STR TR — cut 87%, about $7.15M
  2. PRU PRUDENTIAL FINL INC — cut 93%, about $3.90M
  3. UNH UNITEDHEALTH GROUP INC — cut 94%, about $3.36M
  4. AMZN AMAZON COM INC — cut 36%, about $2.47M
  5. INTC Intel Corp — cut 85%, about $2.16M
  6. LLY ELI LILLY & CO — cut 34%, about $1.82M
  7. DOC HEALTHPEAK PROPERTIES INC — sold out, about $1.50M
  8. UPS UNITED PARCEL SERVICE INC — cut 83%, about $1.42M
  9. CHCT COMMUNITY HEALTHCARE TR INC — sold out, about $1.39M
  10. BFS SAUL CTRS INC — cut 84%, about $1.32M

WEALTHEDGE INVESTMENT ADVISORS, LLC portfolio value by quarter

What does WEALTHEDGE INVESTMENT ADVISORS, LLC own?

Its largest positions in Q2 2026 were SPY, MSFT, AAPL, NVDA, GOOGL, out of 143 holdings worth $294M.

What did WEALTHEDGE INVESTMENT ADVISORS, LLC buy last quarter?

In Q2 2026 it opened 19 new positions and added to 41; the largest buys were PAAA, OEF, SCHG.

What did WEALTHEDGE INVESTMENT ADVISORS, LLC sell last quarter?

In Q2 2026 it sold out of 17 positions and reduced 65, including DOC, CHCT, EG.