Edge Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Edge Wealth Management LLC held in its portfolio 82 assets valued at $566,493,960 (i.e. $566.49M).
The most valuable assets in the portfolio included: ALPHABET INC ($56.26M), SIMPLIFY EXCHANGE TRADED FUN ($50.41M), and APPLE INC ($49.42M).
The chart below shows the top 10 valuable assets, and the table below shows the top 82 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Edge Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ALPHABET INC | 179756 | 56263738 | CAP STK CL A |
| SIMPLIFY EXCHANGE TRADED FUN | 1000038 | 50411919 | MBS ETF |
| APPLE INC | 181773 | 49416831 | COM |
| MICROSOFT CORP | 82266 | 39785494 | COM |
| ISHARES TR | 382973 | 31717824 | 1 3 YR TREAS BD |
| JPMORGAN CHASE & CO. | 87533 | 28204884 | COM |
| ISHARES TR | 113918 | 28042136 | RUSSELL 2000 ETF |
| WALMART INC | 213573 | 23794154 | COM |
| BERKSHIRE HATHAWAY INC DEL | 40619 | 20417140 | CL B NEW |
| BLACKROCK INC | 15935 | 17055571 | COM |
| GENERAL DYNAMICS CORP | 49942 | 16813360 | COM |
| EXXON MOBIL CORP | 139565 | 16795248 | COM |
| WASTE MGMT INC DEL | 76006 | 16699257 | COM |
| JOHNSON & JOHNSON | 77745 | 16089279 | COM |
| SPDR SERIES TRUST | 110031 | 13416022 | STATE STREET SPD |
| MERCK & CO INC | 123106 | 12958089 | COM |
| PUBLIC STORAGE OPER CO | 44142 | 11454960 | COM |
| HONEYWELL INTL INC | 54888 | 10708021 | COM |
| AMERICAN TOWER CORP NEW | 60457 | 10614458 | COM |
| SLB LIMITED | 259564 | 9962076 | COM STK |
| PUBLIC SVC ENTERPRISE GRP IN | 119462 | 9592799 | COM |
| HOME DEPOT INC | 27678 | 9524100 | COM |
| PROCTER AND GAMBLE CO | 58957 | 8449119 | COM |
| DISNEY WALT CO | 70563 | 8027899 | COM |
| MCDONALDS CORP | 24203 | 7397231 | COM |
| ISHARES TR | 40847 | 4875089 | 3 7 YR TREAS BD |
| AMAZON COM INC | 20179 | 4657717 | COM |
| SPDR S&P 500 ETF TR | 6209 | 4233832 | TR UNIT |
| NEWMARK GROUP INC | 167548 | 2905279 | CL A |
| ROIVANT SCIENCES LTD | 90228 | 1957948 | SHS |
| NVIDIA CORPORATION | 9438 | 1760230 | COM |
| ADAPTIVE BIOTECHNOLOGIES COR | 90000 | 1461600 | COM |
| ISHARES TR | 8712 | 1229612 | SELECT DIVID ETF |
| BANK AMERICA CORP | 19674 | 1082095 | COM |
| SELECT SECTOR SPDR TR | 22334 | 998553 | STATE STREET ENE |
| PALANTIR TECHNOLOGIES INC | 4750 | 844313 | CL A |
| CHEVRON CORP NEW | 4812 | 733397 | COM |
| SPDR GOLD TR | 1770 | 701469 | GOLD SHS |
| BOEING CO | 3205 | 695870 | COM |
| CISCO SYS INC | 8912 | 686491 | COM |
| UNION PAC CORP | 2630 | 608372 | COM |
| BARRICK MNG CORP | 13642 | 594109 | COM SHS |
| LLOYDS BANKING GROUP PLC | 110000 | 583000 | SPONSORED ADR |
| VANECK ETF TRUST | 6286 | 539150 | GOLD MINERS ETF |
| INVESCO EXCHANGE TRADED FD T | 2723 | 521608 | S&P500 EQL WGT |
| BP PLC | 14465 | 502384 | SPONSORED ADR |
| ALPHABET INC | 1488 | 467070 | CAP STK CL C |
| TESLA INC | 984 | 442524 | COM |
| VANGUARD INDEX FDS | 5000 | 442450 | REAL ESTATE ETF |
| ALPS ETF TR | 9290 | 436816 | ALERIAN MLP |
| META PLATFORMS INC | 657 | 433679 | CL A |
| SELECT SECTOR SPDR TR | 2799 | 433306 | STATE STREET HEA |
| ARISTA NETWORKS INC | 3060 | 400952 | COM SHS |
| UBER TECHNOLOGIES INC | 4627 | 378072 | COM |
| SPDR INDEX SHS FDS | 5649 | 363739 | EURO STOXX 50 |
| RITHM CAPITAL CORP | 32030 | 349125 | COM NEW |
| ISHARES INC | 4256 | 343629 | MSCI JAPAN ETF |
| GOLDMAN SACHS GROUP INC | 380 | 333834 | COM |
| PEPSICO INC | 2324 | 333540 | COM |
| ISHARES TR | 1982 | 328635 | DOW JONES US ETF |
| FEDEX CORP | 1136 | 328145 | COM |
| MARVELL TECHNOLOGY INC | 3812 | 323944 | COM |
| VANGUARD INDEX FDS | 953 | 319592 | TOTAL STK MKT |
| INVESCO EXCH TRD SLF IDX FD | 16187 | 316861 | BULSHS 2026 CB |
| GRAYSCALE BITCOIN TRUST ETF | 4538 | 310218 | SHS REP COM UT |
| BLACKROCK MUN TARGET TERM TR | 13000 | 296660 | COM SHS BEN IN |
| ADVANCED MICRO DEVICES INC | 1309 | 280335 | COM |
| VISA INC | 745 | 261279 | COM CL A |
| CUMMINS INC | 500 | 255225 | COM |
| VANECK ETF TRUST | 2031 | 252250 | URANIUM AND NUCL |
| NORTHROP GRUMMAN CORP | 440 | 250892 | COM |
| TERAWULF INC | 20000 | 229800 | COM |
| EXPEDIA GROUP INC | 807 | 228664 | COM NEW |
| AVADEL PHARMACEUTICALS PLC | 10000 | 215500 | COM SHS |
| ISHARES TR | 1227 | 207081 | ISHARES BIOTECH |
| DOXIMITY INC | 4647 | 205769 | CL A |
| VANGUARD STAR FDS | 2723 | 205428 | VG TL INTL STK F |
| CENOVUS ENERGY INC | 10000 | 169200 | COM |
| DAVE & BUSTERS ENTMT INC | 10083 | 163445 | COM |
| ARBOR REALTY TRUST INC | 20000 | 155200 | COM |
| CENTERRA GOLD INC | 10200 | 146574 | COM |
| NOVAVAX INC | 15000 | 100800 | COM NEW |
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