Edge Wealth Management LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 584,871
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/20/2026 | 85 | 584,871 | 13F-HR | Edge Wealth Management LLC |
| Q4 2025 | 1/12/2026 | 82 | 566,494 | 13F-HR | Edge Wealth Management LLC |
| Q3 2025 | 10/14/2025 | 88 | 564,563 | 13F-HR | Edge Wealth Management LLC |
| Q2 2025 | 7/14/2025 | 82 | 519,191 | 13F-HR | Edge Wealth Management LLC |
| Q2 2014 | 7/25/2014 | 380 | 240,575 | 13F-HR/A - RESTATEMENT | Edge Wealth Management LLC |
| Q2 2014 | 7/11/2014 | 380 | 240,501 | 13F-HR | Edge Wealth Management LLC |
| Q1 2014 | 4/8/2014 | 404 | 238,938 | 13F-HR | Edge Wealth Management LLC |
| Q4 2013 | 1/16/2014 | 345 | 216,438 | 13F-HR | Edge Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 442.3 K | 75.6% | 0 | 42.6 K | -42.6 K |
| ETFs | 142.5 K | 24.4% | 60.98 K | 0 | 60.98 K |
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Fund Snapshot
Q1 2026
Latest filed
4/20/2026
Total value ($000)
584,871
Holdings
85
QoQ value change ($000)
18,377
(3.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.