WEALTHEDGE INVESTMENT ADVISORS, LLC

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
138
Total value ($000)
$310,165
Net value change ($000)
+16,108 (5.5%)
New positions
17
Sold out positions
22
Turnover %
10.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
PEP 5,865 367.9%
MKL 5,413 NEW
AMZN 5,245 120.1%
AVGO 5,224 278.5%
UBER 2,978 750.1%
VST 2,468 259.0%
SPGI 2,393 413.3%
BSX 2,375 108.2%
LLY 1,773 50.9%
NTR 1,691 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -5,963 -45.5%
NVDA -2,966 -28.4%
PGR -2,870 -85.8%
GLD -2,153 -73.1%
ABT -2,079 -100.0%
BR -1,863 -100.0%
SPY -1,621 -8.5%
GOOGL -1,413 -13.9%
INTU -1,355 -100.0%
AOA -1,338 -100.0%
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