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Disclosery

13F-HR filed by WEALTHEDGE INVESTMENT ADVISORS, LLC

WEALTHEDGE INVESTMENT ADVISORS, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 132 holding rows worth $270,358,301.

Accession
0002058455-26-000001
Filer
CIK 2058455
Filed
2026-02-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 132 entries on the cover page, a total value of $270,358,301 stated on the cover page (in dollars after the unit check, H1), rows summing to $270,358,301 with VALUE read as dollars as filed, 13F file number 028-25453. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPY78462F103SHS21,196$14,454,042dollars as filed
PIMCO 15 YEAR US TIPS INDEX F72201R30415+ YR US TIPS256,073$13,251,806dollars as filed
Microsoft Corp594918104COM20,807$10,062,714dollars as filed
NVIDIA Corp67066G104COM50,398$9,399,289dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS86,470$8,679,933dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL169,631$8,579,986dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS12,102$8,289,223dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM25,656$8,030,614dollars as filed
Apple Inc037833100COM29,488$8,016,761dollars as filed
Schwab US TIPS ETF808524870SHS266,933$7,071,055dollars as filed
Vanguard Mid-Cap ETF922908629SHS23,081$6,698,571dollars as filed
United Parcel Service,Inc. Class B911312106COM63,625$6,311,011dollars as filed
Vanguard Value ETF922908744SHS32,224$6,154,606dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS166,861$5,443,027dollars as filed
iShares Russell 2000 ETF464287655SHS21,359$5,257,753dollars as filed
Eli Lilly and Company532457108COM4,613$4,957,709dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS53,514$4,787,415dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF79,320$4,339,643dollars as filed
RLI CORP COM749607107Stock62,690$4,010,906dollars as filed
Qualcomm Incorporated747525103COM23,161$3,961,784dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS25,455$3,940,584dollars as filed
SPDR GOLD TR78463V107GOLD SHS9,719$3,851,737dollars as filed
Amazon.com, Inc023135106COM15,489$3,575,171dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS61,541$3,370,605dollars as filed
META PLATFORMS INC CL A30303M102COM5,086$3,357,399dollars as filed
ISHARES TR464287457COM35,570$2,945,985dollars as filed
VANGUARD MALVERN FDS922020805SHS59,372$2,936,560dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF20,355$2,787,534dollars as filed
Visa Inc92826C839COM7,774$2,726,644dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF6,724$2,601,558dollars as filed
ISHARES TR464287101S&P 100 ETF7,254$2,488,224dollars as filed
Vanguard High Dividend Yield ETF921946406SHS17,127$2,458,074dollars as filed
HEALTHPEAK PROPERTIES INC COM42250P103REIT150,539$2,420,668dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF47,229$2,389,321dollars as filed
UnitedHealth Group Inc91324P102COM7,040$2,324,239dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS15,602$2,246,272dollars as filed
TXO Partners LP87313P103COM199,568$2,129,394dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS23,178$1,941,190dollars as filed
MSCI INC COM55354G100Stock3,250$1,864,685dollars as filed
JPMORGAN DVRSFD RTRN INTRNL EQT ETF46641Q209COM27,322$1,861,749dollars as filed
iShares TIPS Bond ETF464287176SHS16,898$1,857,276dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS5,878$1,775,874dollars as filed
Tesla Motors, Inc88160R101COM3,806$1,711,634dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS27,377$1,710,287dollars as filed
MANAGER DIRECTED PORTFOLIOS56170L687SANJ ALPH BD ETF65,858$1,656,987dollars as filed
Broadcom Inc.11135F101COM4,784$1,656,031dollars as filed
MANAGER DIRECTED PORTFOLIOS56170L679SANJ ALP LOW ETF65,282$1,650,329dollars as filed
SAUL CTRS INC COM804395101REIT51,740$1,631,362dollars as filed
ETF OPPORTUNITIES TRUST26923N702KING TACT BD ETF69,696$1,617,519dollars as filed
Elevance Health, Inc.036752103COM4,493$1,575,045dollars as filed
Linde plcG54950103COM3,630$1,547,804dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK3,254$1,540,194dollars as filed
CORNING INC219350105COM17,463$1,529,060dollars as filed
General Electric Company369604301COM4,886$1,505,260dollars as filed
ROBINHOOD MKTS INC770700102COM12,916$1,460,800dollars as filed
APPLOVIN CORP COM CL A03831W108Stock2,062$1,389,417dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock9,357$1,346,379dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q761US QUALTY FCTR21,092$1,332,604dollars as filed
iShares Core Aggressive Allocation ETF464289859SHS14,827$1,327,916dollars as filed
VTI922908769COM3,781$1,267,882dollars as filed
AUTOZONE INC COM053332102Stock361$1,224,332dollars as filed
INVESCO QQQ TR46090E103COM1,965$1,207,160dollars as filed
Palantir Technologies Inc. Class A69608A108COM6,735$1,197,146dollars as filed
IShares Bitcoin Trust Registered46438F101SHS23,980$1,190,607dollars as filed
CLOUDFLARE INC CL A COM18915M107Stock5,989$1,180,731dollars as filed
T-Mobile US,Inc.872590104COM5,704$1,158,182dollars as filed
DOORDASH INC CL A25809K105Stock4,936$1,117,905dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM2,376$1,113,774dollars as filed
AGF INVTS TR00110G408US MARKET NETRL76,396$1,099,338dollars as filed
FISERV INC337738108COM15,358$1,031,597dollars as filed
Berkshire Hathaway Inc084670702COM2,002$1,006,305dollars as filed
JPMorgan Chase & Co46625H100COM3,020$973,135dollars as filed
SNOWFLAKE INC COM SHS833445109Stock4,098$898,937dollars as filed
GOLDMAN SACHS BDC INC38147U107SHS85,826$796,465dollars as filed
ConocoPhillips20825C104COM8,506$796,300dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$754,800dollars as filed
Bristol-Myers Squibb Company110122108COM13,987$754,511dollars as filed
QUANTA SVCS INC74762E102COM1,722$726,809dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS7,023$701,502dollars as filed
ARISTA NETWORKS INC040413205COM5,223$684,370dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q308DIV RTN EM EQT11,243$682,836dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock3,902$632,163dollars as filed
AON PLC SHS CL AG0403H108Stock1,766$623,224dollars as filed
ROCKETLABCORPCLASSCLASSA773121108STOK8,722$608,447dollars as filed
Vanguard S&P 500 ETF922908363COM894$561,226dollars as filed
Home Depot, Inc437076102COM1,626$559,700dollars as filed
Vanguard Small-Cap ETF922908751SHS2,132$550,010dollars as filed
EMERSON ELEC CO COM291011104Stock4,132$548,462dollars as filed
Walmart Inc.931142103COM4,618$514,583dollars as filed
INCYTE CORP COM45337C102Stock4,975$491,381dollars as filed
PROFESIONALLY MANAGED PORTFO74316P579AKRE FOCUS ETF7,067$462,959dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,463$459,309dollars as filed
Philip Morris International Inc.718172109COM2,804$449,902dollars as filed
McDonalds Corporation580135101COM1,418$433,514dollars as filed
ISHARES TR464289867CORE 60 BALA ETF6,597$428,899dollars as filed
DOW HLDGS INC COM260557103Stock18,307$428,020dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q407JPMORGAN DIVER3,250$402,940dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,781$391,562dollars as filed
Micron Technology,Inc.595112103COM1,265$361,079dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS3,032$356,979dollars as filed
Verizon Communications Inc92343V104COM8,639$351,877dollars as filed
MasterCard, Inc57636Q104COM590$337,387dollars as filed
Vanguard Total World Stock ETF922042742SHS2,240$316,009dollars as filed
Walt Disney Co254687106COM2,766$314,720dollars as filed
Adobe Inc00724F101COM892$312,191dollars as filed
FS KKR CAP CORP302635206COM20,580$304,790dollars as filed
COMMUNITY USD0.0120369C106COM18,477$303,405dollars as filed
CANADIANNATLRYCOF136375102STOK2,966$293,189dollars as filed
USBANCORPDEL902973304COM NEW5,099$272,130dollars as filed
Cisco Systems,Inc.17275R102COM3,432$264,438dollars as filed
TJX Companies Inc872540109COM1,711$262,843dollars as filed
ISHARES TR464288323NEW YORK MUN ETF4,769$255,189dollars as filed
Merck & Co.,Inc.58933Y105COM2,408$253,496dollars as filed
ORION S.A.L72967109COM48,001$253,445dollars as filed
CULP INC230215105CMN69,607$247,801dollars as filed
INVESCO EXCH TRADED FD TR II46138G508SR LN ETF11,408$239,568dollars as filed
Altria Group Inc02209S103COM4,099$236,371dollars as filed
Applied Materials,Inc.038222105COM916$235,430dollars as filed
Costco Wholesale Corporation22160K105COM272$234,858dollars as filed
MANULIFE FINL CORP56501R106COM6,367$231,028dollars as filed
Starbucks Corporation855244109COM2,709$228,198dollars as filed
Caterpillar Inc.149123101COM393$225,549dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS4,911$219,598dollars as filed
International Business Machines Corporation459200101COM737$218,469dollars as filed
Netflix, Inc64110L106COM2,290$214,710dollars as filed
CONSOLIDATED EDISON INC209115104COM2,137$212,296dollars as filed
AbbVie,Inc.00287Y109COM927$211,842dollars as filed
Goldman Sachs Group,Inc.38141G104COM236$207,536dollars as filed
NEW MTN FIN CORP647551100COM20,477$188,597dollars as filed
OAKTREE SPECIALTY LENDING67401P405COM11,459$145,999dollars as filed
FS CREDIT OPPORTUNITIES CORP30290Y101COMMON STOCK19,029$119,883dollars as filed
ROCKY MTN CHOCOLATE FACT77467X101Equity10,135$19,257dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002058455-26-000001this filing2026-02-17acceptance time not in the bulk data set