WEALTHEDGE INVESTMENT ADVISORS, LLC
•CIK: 2058455•Filing: Q4 2025
**WEALTHEDGE INVESTMENT ADVISORS, LLC** manages $270M across a diversified portfolio of 132 positions. The strategy exhibits significant allocations to core market indices and technology leaders, notably holding SPY at $14.5M and MSFT at $10.1M. Notable concentrations include substantial positions in NVDA ($9.4M), GOOGL ($8.0M), and AAPL ($8.0M). The fund maintains a balanced exposure, incorporating fixed income via SGOV ($8.7M) alongside broad market ETFs like IVV ($8.3M).
Total AUM
$270.4M
QoQ Performance
+2.3%
Positions
101
Top 10 Concentration
35.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
SPY5.3%
LTPZ4.9%
MSFT3.7%
NVDA3.5%
SGOV3.2%
JAAA3.2%
IVV3.1%
GOOGL3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.4%
Technology16.9%
ETF8.6%
Healthcare3.1%
Industrial3.0%
Consumer2.7%
Financial2.6%
Communication0.6%
🚪 Exited Positionssold since Q3 2025
+10 more exited positions
Changes from Q3 2025
NEW20 new positions
↑55 increased
↓53 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024