WEALTHEDGE INVESTMENT ADVISORS, LLC

CIK

2058455

Location

NEW YORK, NY

Portfolio Value

Small $158,568,416

Diversification

Diversified

Filing Date

Global Rank

#5,106 / 8,700 ▼ 6

Top Industry

Semiconductors 17.1%

Period ended 2 months ago

Filed Jul 21, 2026 · 54d

7 quarters · since Dec 2024

Portfolio Concentration

90 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.0%

−3.4 pts

Top 5

41.1%

+6.4 pts

Top 10

56.3%

+4.6 pts

HHI

448

Diversified+9

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	41.4%	$65,649,229	25
Unclassified	15.4%	$24,357,740	5
Communication Services	13.0%	$20,631,890	6
Financial Services	8.3%	$13,097,341	16
Healthcare	6.7%	$10,673,173	9
Industrials	5.2%	$8,263,814	9
Consumer Cyclical	5.0%	$8,003,340	9
Consumer Defensive	2.4%	$3,864,951	6
Basic Materials	1.5%	$2,349,357	1
Utilities	0.8%	$1,189,733	2
Real Estate	0.3%	$487,848	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMRZ	Amrize Ltd	+34,382	44,078	$2,349,357
NFLX	Netflix Inc	+15,750	18,625	$1,329,825
PEP	Pepsico Inc	+6,550	11,771	$1,593,793
ABT	Abbott Laboratories	+5,529	22,909	$2,078,762
PGR	Progressive Corp/Oh/	+4,690	15,317	$3,345,998
NOW	ServiceNow, Inc.	+3,819	10,818	$1,074,011
META	Meta Platforms, Inc.	+3,716	13,711	$7,723,269
NMFC	New Mountain Finance Corp	+3,117	15,817	$113,407
BR	Broadridge Financial Solutions, Inc.	+2,741	13,606	$1,863,341
MKC	Mccormick & Co Inc	+2,359	14,656	$738,955
LRCX	Lam Research Corp	+2,072	3,785	$1,640,154
UBER	Uber Technologies, Inc	+2,065	5,495	$396,519
ANET	Arista Networks, Inc.	+2,005	6,866	$1,166,396
NVDA	Nvidia Corp	+1,969	52,266	$10,457,903
PODD	Insulet Corp	+1,624	6,185	$941,666
QCOM	Qualcomm Inc/De	+1,447	24,456	$4,519,224
TM	Toyota Motor Corp/	+1,337	4,724	$795,616
SPY	Spdr S&P 500 ETF Trust	+1,197	25,436	$18,994,841
SPGI	S&P Global Inc.	+1,023	1,502	$578,717
VZ	Verizon Communications Inc	+1,009	9,711	$411,163
GEV	GE Vernova Inc.	+847	1,105	$1,298,220
MSFT	Microsoft Corp	+748	35,109	$13,096,359
SNDK	Sandisk Corp	+646	982	$2,232,802
DIS	Walt Disney Co	+615	2,872	$276,430
INTU	Intuit Inc.	+521	5,191	$1,354,851
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CIM	Chimera Investment Corp	−63,284	17,553	$234,157
CULP	Culp Inc	−55,950	18,286	$56,686
PRU	Prudential Financial Inc	−36,129	2,896	$312,565
BFS	Saul Centers, Inc.	−35,174	6,785	$253,691
INTC	Intel Corp	−15,489	2,744	$383,144
UPS	United Parcel Service Inc	−13,211	2,678	$287,885
AMZN	Amazon Com Inc	−10,374	18,331	$4,369,010
UNH	Unitedhealth Group Inc	−8,085	535	$222,362
CRM	Salesforce, Inc.	−7,163	4,982	$780,480
GOOGL	Alphabet Inc.	−3,974	28,348	$10,130,724
FISV	Fiserv Inc	−3,725	13,445	$659,477
TSLA	Tesla, Inc.	−3,110	487	$204,832
AON	Aon plc	−3,028	1,031	$341,972
AAPL	Apple Inc.	−2,348	42,955	$12,429,458
MCD	Mcdonalds Corp	−2,237	1,696	$458,445
FSK	FS KKR Capital Corp	−2,055	18,525	$194,512
HD	Home Depot, Inc.	−1,933	2,064	$727,931
IBIT	iShares Bitcoin Trust ETF	−1,774	23,240	$773,659
LLY	ELI LILLY & Co	−1,521	2,906	$3,485,543
VRT	Vertiv Holdings Co	−1,034	2,925	$979,348
GLD	Spdr Gold Trust	−833	7,991	$2,943,724
BRK-B	Berkshire Hathaway Inc	−816	3,404	$1,703,327
FSCO	FS Credit Opportunities Corp.	−655	30,609	$152,738
GE	General Electric Co	−636	3,827	$1,430,264
QQQ	Invesco Qqq Trust, Series 1	−534	1,339	$986,039
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
BSX	Boston Scientific Corp	51,395	$2,193,538
STX	Seagate Technology Holdings plc	1,735	$1,674,275
LMT	Lockheed Martin Corp	2,259	$1,150,870
CRDO	Credo Technology Group Holding Ltd	4,145	$1,127,232
BE	Bloom Energy Corp	3,628	$1,098,195
GEHC	GE HealthCare Technologies Inc.	15,389	$985,049
VST	Vistra Corp.	6,009	$953,207
MELI	Mercadolibre Inc	474	$804,562
IBM	International Business Machines Corp	2,212	$622,036
ALAB	Astera Labs, Inc.	1,000	$483,020
CIEN	Ciena Corp	501	$245,770
GS	Goldman Sachs Group Inc	236	$238,683
SNY	Sanofi	5,110	$217,992
NOMD	Nomad Foods Ltd	10,697	$117,132
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	310,049	$41,080,426
VB	Vanguard Morningstar Small-Cap ETF	65,392	$11,279,894
FNDA	Schwab Fundamental U.S. Small Company ETF	362,310	$10,097,869
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	66,324	$8,953,573
JA	Janus Henderson AA-A CLO ETF	162,779	$8,199,178
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	122,742	$7,292,114
BNDW	Vanguard Total World Bond ETF	54,779	$4,532,962
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	84,276	$4,209,586
STT	State Street Corp	74,506	$3,678,361
BKF	iShares MSCI BIC ETF	61,957	$3,518,538
BILZ	PIMCO Ultra Short Government Active ETF	60,012	$3,062,412
SJCP	SanJac Alpha Core Plus Bond ETF	116,616	$2,916,231
VIGI	Vanguard International Dividend Appreciation ETF	15,326	$2,269,780
—		21,738	$1,764,440
VEA	Vanguard FTSE Developed Markets ETF	27,161	$1,740,476
CHCT	Community Healthcare Trust Inc	76,150	$1,210,023
DOC	Healthpeak Properties, Inc.	70,177	$1,153,008
—		8,779	$1,124,765
EG	Everest Group, Ltd.	3,052	$997,546
OKE	Oneok Inc /New/	10,200	$921,978
CNI	Canadian National Railway Co	8,507	$874,264
OCSL	Oaktree Specialty Lending Corp	68,037	$768,818
ADP	Automatic Data Processing Inc	3,645	$740,591
IDXX	Idexx Laboratories Inc /De	1,206	$677,639
SAP	Sap SE	3,774	$646,146
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

90 tracked positions · $158,568,416 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 90 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	25,436	+1,197	$18,994,841	+20.5%	11.98%
MSFT	Microsoft Corp Technology	Added	35,109	+748	$13,096,359	+3.0%	8.26%
AAPL	Apple Inc. Technology	Reduced	42,955	-2,348	$12,429,458	+8.1%	7.84%
NVDA	Nvidia Corp Technology	Added	52,266	+1,969	$10,457,903	+19.2%	6.60%
GOOGL	Alphabet Inc. Communication Services	Reduced	28,348	-3,974	$10,130,724	+9.0%	6.39%
META	Meta Platforms, Inc. Communication Services	Added	13,711	+3,716	$7,723,269	+35.1%	4.87%
QCOM	Qualcomm Inc/De Technology	Added	24,456	+1,447	$4,519,224	+52.5%	2.85%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	18,331	-10,374	$4,369,010	−26.9%	2.76%
MU	Micron Technology Inc Technology	Added	3,506	+253	$4,046,940	+268.2%	2.55%
LLY	ELI LILLY & Co Healthcare	Reduced	2,906	-1,521	$3,485,543	−14.4%	2.20%
PGR	Progressive Corp/Oh/ Financial Services	Added	15,317	+4,690	$3,345,998	+58.8%	2.11%
GLD	Spdr Gold Trust	Reduced	7,991	-833	$2,943,724	−22.5%	1.86%
V	Visa Inc. Financial Services	Added	8,172	+454	$2,803,731	+20.2%	1.77%
AMRZ	Amrize Ltd Basic Materials	Added	44,078	+34,382	$2,349,357	+332.5%	1.48%
SNDK	Sandisk Corp Technology	Added	982	+646	$2,232,802	+945.9%	1.41%
BSX	Boston Scientific Corp Healthcare	NEW	51,395	NEW	$2,193,538	NEW	1.38%
ABT	Abbott Laboratories Healthcare	Added	22,909	+5,529	$2,078,762	+16.5%	1.31%
AVGO	Broadcom Inc. Technology	Added	4,965	+305	$1,875,528	+30.0%	1.18%
BR	Broadridge Financial Solutions, Inc. Technology	Added	13,606	+2,741	$1,863,341	+5.6%	1.18%
GLW	Corning Inc /Ny Technology	Reduced	6,890	-254	$1,759,912	+81.2%	1.11%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,404	-816	$1,703,327	−37.8%	1.07%
STX	Seagate Technology Holdings plc Technology	NEW	1,735	NEW	$1,674,275	NEW	1.06%
LRCX	Lam Research Corp Technology	Added	3,785	+2,072	$1,640,154	+348.1%	1.03%
PEP	Pepsico Inc Consumer Defensive	Added	11,771	+6,550	$1,593,793	+96.6%	1.01%
GE	General Electric Co Industrials	Reduced	3,827	-636	$1,430,264	+12.9%	0.90%
INTU	Intuit Inc. Technology	Added	5,191	+521	$1,354,851	−32.9%	0.85%
NFLX	Netflix Inc Communication Services	Added	18,625	+15,750	$1,329,825	+381.1%	0.84%
GEV	GE Vernova Inc. Industrials	Added	1,105	+847	$1,298,220	+476.5%	0.82%
NET	Cloudflare, Inc. Technology	Reduced	5,155	-2	$1,264,418	+18.8%	0.80%
ANET	Arista Networks, Inc. Technology	Added	6,866	+2,005	$1,166,396	+95.4%	0.74%
LMT	Lockheed Martin Corp Industrials	NEW	2,259	NEW	$1,150,870	NEW	0.73%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,490	-123	$1,142,381	+7.5%	0.72%
CRDO	Credo Technology Group Holding Ltd Technology	NEW	4,145	NEW	$1,127,232	NEW	0.71%
BE	Bloom Energy Corp Industrials	NEW	3,628	NEW	$1,098,195	NEW	0.69%
NOW	ServiceNow, Inc. Technology	Added	10,818	+3,819	$1,074,011	+46.8%	0.68%
PWR	Quanta Services, Inc. Industrials	Reduced	1,398	-525	$1,006,615	−4.7%	0.63%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,339	-534	$986,039	−8.8%	0.62%
GEHC	GE HealthCare Technologies Inc. Healthcare	NEW	15,389	NEW	$985,049	NEW	0.62%
VRT	Vertiv Holdings Co Industrials	Reduced	2,925	-1,034	$979,348	−1.3%	0.62%
VST	Vistra Corp. Utilities	NEW	6,009	NEW	$953,207	NEW	0.60%
PODD	Insulet Corp Healthcare	Added	6,185	+1,624	$941,666	−1.6%	0.59%
MELI	Mercadolibre Inc Consumer Cyclical	NEW	474	NEW	$804,562	NEW	0.51%
TM	Toyota Motor Corp/ Consumer Cyclical	Added	4,724	+1,337	$795,616	+14.0%	0.50%
CRM	Salesforce, Inc. Technology	Reduced	4,982	-7,163	$780,480	−65.6%	0.49%
IBIT	iShares Bitcoin Trust ETF	Reduced	23,240	-1,774	$773,659	−19.5%	0.49%
APP	AppLovin Corp Communication Services	Reduced	1,476	-162	$760,479	+16.7%	0.48%
MKC	Mccormick & Co Inc Consumer Defensive	Added	14,656	+2,359	$738,955	+19.1%	0.47%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,064	-1,933	$727,931	−44.6%	0.46%
FISV	Fiserv Inc	Reduced	13,445	-3,725	$659,477	−31.2%	0.42%
IBM	International Business Machines Corp Technology	NEW	2,212	NEW	$622,036	NEW	0.39%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.