Edge Wealth Management
$594M 13F equity value
91 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Edge Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 158,000 | $56M | 9.5% |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 1,090,758 | $54M | 9.0% |
| AAPL | APPLE INC | 165,348 | $48M | 8.1% |
| IWM | ISHARES TR | 114,212 | $34M | 5.8% |
| DBMF | LITMAN GREGORY FDS TR | 1,064,312 | $33M | 5.5% |
| SHY | ISHARES TR | 393,457 | $32M | 5.4% |
| MSFT | MICROSOFT CORP | 78,332 | $29M | 4.9% |
| JPM | JPMORGAN CHASE & CO | 85,227 | $28M | 4.7% |
| WMT | WALMART INC | 208,255 | $24M | 4.0% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 40,143 | $20M | 3.4% |
Track Edge Wealth Management's 13F portfolio: $594M in reported holdings, 91 positions. Top holdings and quarterly changes on SentiSense.
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