WEALTHEDGE INVESTMENT ADVISORS, LLC

CIK

2058455

Location

NEW YORK, NY

Portfolio Value

Small $147,459,131

Diversification

Diversified

Filing Date

Global Rank

#4,888 / 8,607 ▲ 341 · as of Mar 2026

Top Industry

Semiconductors 12.1%

3Y Alpha vs SPY

-5.5%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+17.2%

SPY

+25.6%

Annualised alpha

-5.7%

Max drawdown

−21.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

93 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.7%

+0.0 pts

Top 5

39.1%

+2.2 pts

Top 10

54.9%

+1.0 pts

HHI

413

Diversified+12

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.4%	$52,267,626	24
Unclassified	15.3%	$22,560,650	5
Financial Services	12.3%	$18,069,359	20
Communication Services	11.0%	$16,174,977	6
Consumer Cyclical	7.7%	$11,326,185	8
Healthcare	7.0%	$10,318,078	7
Industrials	4.6%	$6,798,384	8
Real Estate	3.2%	$4,744,559	4
Consumer Defensive	1.9%	$2,800,767	5
Energy	0.9%	$1,332,823	3
Basic Materials	0.6%	$823,858	2
Utilities	0.2%	$241,865	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CHCT	Community Healthcare Trust Inc	+57,673	76,150	$1,210,023
OCSL	Oaktree Specialty Lending Corp	+56,578	68,037	$768,818
AAPL	Apple Inc.	+15,815	45,303	$11,497,448
MSFT	Microsoft Corp	+13,554	34,361	$12,719,411
AMZN	Amazon Com Inc	+13,216	28,705	$5,978,390
FSCO	FS Credit Opportunities Corp.	+12,235	31,264	$159,446
CNI	Canadian National Railway Co	+5,541	8,507	$874,264
GOOGL	Alphabet Inc.	+5,203	30,859	$8,873,814
META	Meta Platforms, Inc.	+4,909	9,995	$5,718,439
CULP	Culp Inc	+4,629	74,236	$203,406
SPY	Spdr S&P 500 ETF Trust	+3,043	24,239	$15,763,591
MCD	Mcdonalds Corp	+2,515	3,933	$1,222,337
HD	Home Depot, Inc.	+2,371	3,997	$1,314,573
AON	Aon plc	+2,293	4,059	$1,310,164
BRK-B	Berkshire Hathaway Inc	+2,217	4,219	$2,021,744
MU	Micron Technology Inc	+1,988	3,253	$1,098,993
FISV	Fiserv Inc	+1,812	17,170	$958,086
UNH	Unitedhealth Group Inc	+1,580	8,620	$2,332,485
IBIT	iShares Bitcoin Trust ETF	+1,034	25,014	$961,037
JPM	Jpmorgan Chase & Co	+593	3,613	$1,062,800
NFLX	Netflix Inc	+585	2,875	$276,431
MA	Mastercard Inc	+402	992	$495,662
WMT	Walmart Inc.	+380	4,998	$621,151
TJX	Tjx Companies Inc /De/	+351	2,062	$329,301
PWR	Quanta Services, Inc.	+201	1,923	$1,055,765
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
TXO	TXO Partners, L.P.	−185,750	13,818	$173,830
DOC	Healthpeak Properties, Inc.	−80,362	70,177	$1,153,008
RLI	Rli Corp	−58,357	4,333	$247,154
UPS	United Parcel Service Inc	−47,736	15,889	$1,563,159
GLW	Corning Inc /Ny	−10,319	7,144	$971,369
BFS	Saul Centers, Inc.	−9,781	41,959	$1,367,024
NMFC	New Mountain Finance Corp	−7,777	12,700	$98,552
OEC	Orion S.A.	−4,818	43,183	$280,689
PLTR	Palantir Technologies Inc.	−4,682	2,053	$300,312
GLD	Spdr Gold Trust	−895	8,824	$3,796,878
NET	Cloudflare, Inc.	−832	5,157	$1,064,095
DIS	Walt Disney Co	−509	2,257	$217,529
APP	AppLovin Corp	−424	1,638	$651,924
CRWD	CrowdStrike Holdings, Inc.	−423	1,953	$190,617
GE	General Electric Co	−423	4,463	$1,266,465
ANET	Arista Networks, Inc.	−362	4,861	$596,833
USB	US Bancorp De	−344	4,755	$247,307
TSLA	Tesla, Inc.	−209	3,597	$1,337,184
LLY	ELI LILLY & Co	−186	4,427	$4,071,821
QCOM	Qualcomm Inc/De	−152	23,009	$2,963,099
AVGO	Broadcom Inc.	−124	4,660	$1,442,316
NVDA	Nvidia Corp	−101	50,297	$8,771,796
QQQ	Invesco Qqq Trust, Series 1	−92	1,873	$1,081,058
V	Visa Inc.	−56	7,718	$2,332,688
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
PRU	Prudential Financial Inc	39,025	$3,812,352
CRM	Salesforce, Inc.	12,145	$2,267,107
PGR	Progressive Corp/Oh/	10,627	$2,106,696
INTU	Intuit Inc.	4,670	$2,019,214
ABT	Abbott Laboratories	17,380	$1,784,404
BR	Broadridge Financial Solutions, Inc.	10,865	$1,765,345
CIM	Chimera Investment Corp	80,837	$1,014,504
EG	Everest Group, Ltd.	3,052	$997,546
PODD	Insulet Corp	4,561	$957,080
OKE	Oneok Inc /New/	10,200	$921,978
PEP	Pepsico Inc	5,221	$810,769
INTC	Intel Corp	18,233	$804,622
ADP	Automatic Data Processing Inc	3,645	$740,591
NOW	ServiceNow, Inc.	6,999	$731,745
TM	Toyota Motor Corp/	3,387	$698,026
IDXX	Idexx Laboratories Inc /De	1,206	$677,639
SAP	Sap SE	3,774	$646,146
MKC	Mccormick & Co Inc	12,297	$620,260
WD	Walker & Dunlop, Inc.	13,940	$618,657
BX	Blackstone Inc.	4,785	$550,227
AMRZ	Amrize Ltd	9,696	$543,169
SAN	Banco Santander, S.A.	35,387	$399,165
LRCX	Lam Research Corp	1,713	$365,999
UBER	Uber Technologies, Inc	3,430	$246,719
XOM	ExxonMobil Holdings Corp	1,397	$237,015
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
MSCI	MSCI Inc.	3,250	$1,864,622
ELV	Elevance Health, Inc.	4,493	$1,575,021
LIN	Linde PLC	3,630	$1,547,795
HOOD	Robinhood Markets, Inc.	12,916	$1,460,799
CRDO	Credo Technology Group Holding Ltd	9,357	$1,346,378
AZO	Autozone Inc	361	$1,224,331
TMUS	T-Mobile US, Inc.	5,704	$1,158,140
DASH	DoorDash, Inc.	4,936	$1,117,905
SNOW	Snowflake Inc.	4,098	$898,937
GSBD	Goldman Sachs BDC, Inc.	85,826	$796,465
COP	Conocophillips	8,506	$796,246
BMY	Bristol Myers Squibb Co	13,987	$754,458
RKLB	Rocket Lab Corp	8,722	$608,446
INCY	Incyte Corp	4,975	$491,380
DOW	Dow Inc.	18,307	$428,017
MO	Altria Group, Inc.	4,099	$236,348
IBM	International Business Machines Corp	737	$218,306
GS	Goldman Sachs Group Inc	236	$207,444
RMCF	Rocky Mountain Chocolate Factory, Inc.	10,135	$19,256
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

93 positions · $147,459,131 total · as of Mar 31, 2026

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

Showing 1–50 of 93 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	24,239	+3,043	$15,763,591	+9.1%	10.69%
MSFT	Microsoft Corp Technology	Added	34,361	+13,554	$12,719,411	+26.4%	8.63%
AAPL	Apple Inc. Technology	Added	45,303	+15,815	$11,497,448	+43.4%	7.80%
GOOGL	Alphabet Inc. Communication Services	Added	30,859	+5,203	$8,873,814	+10.5%	6.02%
NVDA	Nvidia Corp Technology	Reduced	50,297	-101	$8,771,796	−6.7%	5.95%
AMZN	Amazon Com Inc Consumer Cyclical	Added	28,705	+13,216	$5,978,390	+67.2%	4.05%
META	Meta Platforms, Inc. Communication Services	Added	9,995	+4,909	$5,718,439	+70.3%	3.88%
LLY	ELI LILLY & Co Healthcare	Reduced	4,427	-186	$4,071,821	−17.9%	2.76%
PRU	Prudential Financial Inc Financial Services	NEW	39,025	NEW	$3,812,352	NEW	2.59%
GLD	Spdr Gold Trust	Reduced	8,824	-895	$3,796,878	−1.4%	2.57%
QCOM	Qualcomm Inc/De Technology	Reduced	23,009	-152	$2,963,099	−25.2%	2.01%
V	Visa Inc. Financial Services	Reduced	7,718	-56	$2,332,688	−14.4%	1.58%
UNH	Unitedhealth Group Inc Healthcare	Added	8,620	+1,580	$2,332,485	+0.4%	1.58%
CRM	Salesforce, Inc. Technology	NEW	12,145	NEW	$2,267,107	NEW	1.54%
PGR	Progressive Corp/Oh/ Financial Services	NEW	10,627	NEW	$2,106,696	NEW	1.43%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,219	+2,217	$2,021,744	+100.9%	1.37%
INTU	Intuit Inc. Technology	NEW	4,670	NEW	$2,019,214	NEW	1.37%
ABT	Abbott Laboratories Healthcare	NEW	17,380	NEW	$1,784,404	NEW	1.21%
BR	Broadridge Financial Solutions, Inc. Technology	NEW	10,865	NEW	$1,765,345	NEW	1.20%
UPS	United Parcel Service Inc Industrials	Reduced	15,889	-47,736	$1,563,159	−75.2%	1.06%
AVGO	Broadcom Inc. Technology	Reduced	4,660	-124	$1,442,316	−12.9%	0.98%
BFS	Saul Centers, Inc. Real Estate	Reduced	41,959	-9,781	$1,367,024	−16.2%	0.93%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,597	-209	$1,337,184	−21.9%	0.91%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,997	+2,371	$1,314,573	+135.0%	0.89%
AON	Aon plc Financial Services	Added	4,059	+2,293	$1,310,164	+110.2%	0.89%
GE	General Electric Co Industrials	Reduced	4,463	-423	$1,266,465	−15.9%	0.86%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,933	+2,515	$1,222,337	+182.0%	0.83%
CHCT	Community Healthcare Trust Inc Real Estate	Added	76,150	+57,673	$1,210,023	+298.8%	0.82%
DOC	Healthpeak Properties, Inc. Real Estate	Reduced	70,177	-80,362	$1,153,008	−52.4%	0.78%
MU	Micron Technology Inc Technology	Added	3,253	+1,988	$1,098,993	+204.4%	0.75%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,873	-92	$1,081,058	−10.4%	0.73%
NET	Cloudflare, Inc. Technology	Reduced	5,157	-832	$1,064,095	−9.9%	0.72%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,613	+593	$1,062,800	+9.2%	0.72%
PWR	Quanta Services, Inc. Industrials	Added	1,923	+201	$1,055,765	+45.3%	0.72%
CIM	Chimera Investment Corp Real Estate	NEW	80,837	NEW	$1,014,504	NEW	0.69%
EG	Everest Group, Ltd. Financial Services	NEW	3,052	NEW	$997,546	NEW	0.68%
VRT	Vertiv Holdings Co Industrials	Added	3,959	+57	$992,046	+56.9%	0.67%
GLW	Corning Inc /Ny Technology	Reduced	7,144	-10,319	$971,369	−36.5%	0.66%
IBIT	iShares Bitcoin Trust ETF	Added	25,014	+1,034	$961,037	−19.3%	0.65%
FISV	Fiserv Inc	Added	17,170	+1,812	$958,086	−7.1%	0.65%
PODD	Insulet Corp Healthcare	NEW	4,561	NEW	$957,080	NEW	0.65%
OKE	Oneok Inc /New/ Energy	NEW	10,200	NEW	$921,978	NEW	0.63%
CNI	Canadian National Railway Co Industrials	Added	8,507	+5,541	$874,264	+198.2%	0.59%
PEP	Pepsico Inc Consumer Defensive	NEW	5,221	NEW	$810,769	NEW	0.55%
INTC	Intel Corp Technology	NEW	18,233	NEW	$804,622	NEW	0.55%
OCSL	Oaktree Specialty Lending Corp Financial Services	Added	68,037	+56,578	$768,818	+426.6%	0.52%
ADP	Automatic Data Processing Inc Technology	NEW	3,645	NEW	$740,591	NEW	0.50%
NOW	ServiceNow, Inc. Technology	NEW	6,999	NEW	$731,745	NEW	0.50%
TM	Toyota Motor Corp/ Consumer Cyclical	NEW	3,387	NEW	$698,026	NEW	0.47%
IDXX	Idexx Laboratories Inc /De Healthcare	NEW	1,206	NEW	$677,639	NEW	0.46%