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Disclosed positions
WEALTHEDGE INVESTMENT ADVISORS, LLC: source evidence dated 2026-07-22T03:59:59.999Z.
- Issuer
- STATE STR SPDR S&P 500 ETF T
- Ticker
- SPY
- Class
- TR UNIT
- Reported value
- $18,995,335
- Reported amount
- 25,436
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002058455-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $18,995,335 | 25,436 | SH | None |
| MICROSOFT CORP | MSFT | COM | $13,096,421 | 35,109 | SH | None |
| APPLE INC | AAPL | COM | $12,429,567 | 42,955 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $10,458,003 | 52,266 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $10,130,958 | 28,348 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $9,258,838 | 93,542 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $9,172,425 | 271,052 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $8,954,462 | 41,088 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $8,534,647 | 11,396 | SH | None |
| META PLATFORMS INC | META | CL A | $7,723,336 | 13,711 | SH | None |
| PGIM ETF TR | PAAA | AAA CLO ETF | $6,837,521 | 133,363 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $6,256,965 | 77,658 | SH | None |
| ISHARES TR | OEF | S&P 100 ETF | $5,832,179 | 15,940 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $5,344,294 | 53,087 | SH | None |
| SELECT SECTOR SPDR TR | XLV | ST STR CARE ETF | $5,202,608 | 32,790 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $4,803,401 | 58,117 | SH | None |
| QUALCOMM INC | QCOM | COM | $4,519,327 | 24,456 | SH | None |
| AMAZON COM INC | AMZN | COM | $4,369,011 | 18,331 | SH | None |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $4,338,686 | 163,724 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $4,306,508 | 85,735 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $4,080,900 | 49,700 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $4,047,087 | 3,506 | SH | None |
| SELECT SECTOR SPDR TR | XLF | ST STR FINL ETF | $3,722,451 | 69,435 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $3,546,746 | 36,723 | SH | None |
| ELI LILLY & CO | LLY | COM | $3,485,814 | 2,906 | SH | None |
| ISHARES TR | EEM | MSCI EMG MKT ETF | $3,367,786 | 49,229 | SH | None |
| PROGRESSIVE CORP | PGR | COM | $3,346,066 | 15,317 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $3,199,633 | 8,646 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $3,175,013 | 62,784 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $3,109,549 | 16,321 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $2,943,725 | 7,991 | SH | None |
| VISA INC | V | COM CL A | $2,803,893 | 8,172 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $2,534,486 | 8,435 | SH | None |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $2,457,633 | 5,763 | SH | None |
| AMRIZE LTD | AMRZ | SHS | $2,349,357 | 44,078 | SH | None |
| ISHARES TR | TIP | TIPS BD ETF | $2,245,943 | 20,524 | SH | None |
| SANDISK CORP | SNDK | COM | $2,232,803 | 982 | SH | None |
| BOSTON SCIENTIFIC CORP | BSX | COM | $2,193,539 | 51,395 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $2,179,944 | 13,794 | SH | None |
| ABBOTT LABORATORIES | ABT | COM | $2,078,812 | 22,909 | SH | None |
| BROADCOM INC | AVGO | COM | $1,875,765 | 4,965 | SH | None |
| PIMCO ETF TR | LTPZ | 15+ YR US TIPS | $1,865,224 | 36,825 | SH | None |
| BROADRIDGE FINL SOLUTIONS IN | BR | COM | $1,863,342 | 13,606 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $1,862,076 | 26,134 | SH | None |
| CORNING INC | GLW | COM | $1,759,913 | 6,890 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,703,328 | 3,404 | SH | None |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | ORD SHS | $1,674,275 | 1,735 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $1,640,324 | 3,785 | SH | None |
| PEPSICO INC | PEP | COM | $1,593,899 | 11,771 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPIN | DIV RTN INT EQ | $1,555,094 | 21,505 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.