WEALTHEDGE INVESTMENT ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
143
Total value ($000)
$294,057
Net value change ($000)
+21,845 (8.0%)
New positions
19
Sold out positions
17
Turnover %
10.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PAAA 6,838 NEW
SCHG 3,892 73.7%
OEF 3,537 154.1%
SPY 3,231 20.5%
MU 2,948 268.2%
BSX 2,194 NEW
VTV 2,055 29.8%
VTI 2,050 178.3%
SNDK 2,020 948.4%
META 2,004 35.0%
Top Reduces (Value $000, Stocks/ETFs)
JAAA -7,130 -87.0%
PRU -3,499 -91.8%
UNH -2,111 -90.5%
AMZN -1,609 -26.9%
CRM -1,487 -65.6%
UPS -1,275 -81.6%
CHCT -1,210 -100.0%
LTPZ -1,197 -39.1%
DOC -1,153 -100.0%
TSLA -1,132 -84.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type