Edge Wealth Management LLC
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$584.9M
Holdings
85
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MTBA
SIMPLIFY EXCHANGE TRADED FUN
Q4 2025: Increased +211.3% (321.2k → 1.00M shares)
9.1%
02
$GOOGL
ALPHABET INC
Q4 2025: Sold 1.6% (182.6k → 179.8k shares)
7.9%
03
$AAPL
APPLE INC
Q4 2025: Sold 1.3% (184.2k → 181.8k shares)
7.2%
04
$SHY
ISHARES TR
Q4 2025: Increased +6.3% (360.2k → 383.0k shares)
5.5%
05
$DBMF
LITMAN GREGORY FDS TR
Held since at least Q1 2024
5.5%
06
$MSFT
MICROSOFT CORP
Q4 2025: Sold 0.7% (82.9k → 82.3k shares)
5.0%
07
$IWM
ISHARES TR
Q4 2025: Sold 1.1% (115.2k → 113.9k shares)
4.8%
08
$WMT
WALMART INC
Q4 2025: Sold 1.4% (216.7k → 213.6k shares)
4.4%
09
$JPM
JPMORGAN CHASE & CO
Q4 2025: Sold 1.4% (88.8k → 87.5k shares)
4.4%
10
$XOM
EXXON MOBIL CORP
Q4 2025: Sold 0.6% (140.4k → 139.6k shares)
4.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:37 UTC.