Wealthedge Investment Advisors, LLC
Annual return '25
+9.9%
SPY '25
+17.7%
Alpha
-7.8ptsvs SPY
Invested
$272.2M
Holdings
146
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 7.9% (1.5k → 1.3k shares)
5.8%
02
$MSFT
MICROSOFT CORP
Q4 2025: Sold 85.8% (16.5k → 2.3k shares)
4.7%
03
$AAPL
APPLE INC
Q1 2026: Sold 0.8% (23.0k → 22.8k shares)
4.2%
04
$AGG
ISHARES TR
Q4 2025: Sold 99.9% (5.8k → 8 shares)
3.3%
05
$GOOGL
ALPHABET INC
Q4 2025: Sold 66.6% (16.0k → 5.3k shares)
3.3%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +35.4% (7.7k → 10.5k shares)
3.2%
07
$JAAA
JANUS DETROIT STR TR
Q4 2025: Exited (was 122.2k shares)
3.0%
08
$IVV
ISHARES TR
Q4 2025: Sold 89.4% (12.2k → 1.3k shares)
2.9%
09
$VTV
VANGUARD INDEX FDS
Q4 2025: Sold 98.4% (32.4k → 525 shares)
2.5%
10
$VO
VANGUARD INDEX FDS
Q4 2025: Sold 88.4% (22.4k → 2.6k shares)
2.3%
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 16:21 UTC.