Edge Wealth Management LLC Portfolio Holdings
Edge Wealth Management LLC
- $485 Million
- Q4 2025
Edge Wealth Management LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $485 Million distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $49.7M, Apple Inc. with a value of $48.6M, Microsoft Corp with a value of $41.7M, Ishares Barclays 1 3 Year Trea with a value of $31.7M, and Ishares Russell 2000 ETF with a value of $27.1M.
Examining the 13F form we can see an decrease of $43.2M in the current position value, from $528M to 485M.
Below you can find more details about Edge Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$485 Million
Technology: $94.7 Million
ETFs: $89.2 Million
Communication Services: $58.1 Million
Financial Services: $49.6 Million
Industrials: $45.8 Million
Consumer Defensive: $30.9 Million
Healthcare: $30.4 Million
Energy: $27.5 Million
Other: $58.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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