WEALTHEDGE INVESTMENT ADVISORS, LLC

CIK

2058455

Location

NEW YORK, NY

Portfolio Value

Small $158,568,416

Diversification

Diversified

Filing Date

Global Rank

#1,363 / 2,968 ▲ 3522

Top Industry

Semiconductors 17.1%

3Y Alpha vs SPY

-3.1%

Period ended 30 days ago

Filed Jul 21, 2026 · 9d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+18.4%

SPY

+23.3%

Annualised alpha

-3.2%

Max drawdown

−21.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

12.0%

+1.3 pts

Top 5

41.1%

+2.1 pts

Top 10

56.3%

+1.6 pts

HHI

448

Diversified+39

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
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
GOOGL	Alphabet Inc.	−2,511	28,348	$10,130,724
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	−815	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

17 positions

Ticker	Company	Shares	Value
CHCT	Community Healthcare Trust Inc	76,150	$1,210,023
DOC	Healthpeak Properties, Inc.	70,177	$1,153,008
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
WD	Walker & Dunlop, Inc.	13,940	$618,657
PLTR	Palantir Technologies Inc.	2,053	$300,312
OEC	Orion S.A.	43,183	$280,689
RLI	Rli Corp	4,333	$247,154
XOM	ExxonMobil Holdings Corp	1,397	$237,015
XZO	Exzeo Group, Inc.	14,918	$218,847
ADBE	Adobe Inc.	896	$217,799
TXO	TXO Partners, L.P.	13,818	$173,830
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	-2,511	$10,130,724	+14.2%	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	-815	$1,703,327	−15.7%	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.