Edge Financial Advisors LLC
•CIK: 2011402•Filing: Q4 2025
**Edge Financial Advisors LLC** manages $238M across a diversified portfolio of 135 positions. The firm maintains significant exposure to key sectors, highlighted by its top holdings including DFUS at $28.2M and AVNM at $12.1M. Further concentration is evident in SPY ($11.7M) and DUHP ($10.1M), indicating tactical allocations across indices and specific market segments. This structure suggests a disciplined, multi-asset approach targeting established market leaders.
Total AUM
$237.7M
QoQ Performance
+6.5%
Positions
75
Top 10 Concentration
47.8%
Latest Filing
Q4 2025
Top Holdings Allocation
DFUS
AVNM
DFUS11.9%
AVNM5.1%
SPY4.9%
DUHP4.3%
DYNF4.2%
ITOT4.0%
JQUA3.8%
DFAI3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other78.1%
Technology6.9%
ETF6.6%
Financial2.9%
Consumer1.8%
Healthcare1.4%
Utilities1.2%
Consumer Staples0.5%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW8 new positions
↑66 increased
↓54 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024