WEALTHEDGE INVESTMENT ADVISORS, LLC - Portfolio Stock Holdings
WEALTHEDGE INVESTMENT ADVISORS, LLC disclosed 147 stock positions in a recent SEC 13F filing. $270,349,612 of stock holdings were filed, with the largest holdings including SPY, LTPZ, and MSFT. This filing represented positions held on Dec. 31, 2025, and was filed on Feb. 17, 2026.We estimate the fund has a total AUM of $472,094,713 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Dec. 31, 2025No. of Stocks:
147Est. Stock Holding Value:
$270,349,612Top Stock Holdings By Sector
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Portfolio Stock Holdings - WEALTHEDGE INVESTMENT ADVISORS, LLC
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