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Showing Q4 2024 data
Edge Capital Group, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Edge Capital Group, LLC
•CIK: 1767220•Filing: Q4 2024
**Edge Capital Group, LLC** manages $2.2B across a diversified portfolio of 332 positions. The fund maintains significant exposure to broad market indices, with top holdings including VYM at $203.6M, VOO at $158.7M, and SPY at $145.8M. Further allocations are notable in sector-specific ETFs, including VIGI ($75.8M) and XPEL ($71.2M). This structure suggests a core focus on established, liquid, and diversified equity market exposure.
Total AUM
$2.2B
QoQ Performance
-0.5%
Positions
332
Top 10 Concentration
41.3%
Latest Filing
Q4 2024
Top Holdings Allocation
VYM
VOO
SPY
VYM9.1%
VOO7.1%
SPY6.5%
VIGI3.4%
XPEL3.2%
IEFA3.1%
VEA2.4%
VONG2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other64.5%
ETF15.5%
Technology8.1%
Financial2.7%
Healthcare2.5%
Consumer2.4%
Industrial1.9%
Consumer Staples1.2%
🚪 Exited Positionssold since Q3 2024
+120 more exited positions
Changes from Q3 2024
NEW3 new positions
↑78 increased
↓106 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023