Edge Wealth Management LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 665,834
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 89 | 665,834 | 13F-HR | Edge Wealth Management LLC |
| Q2 2026 | 7/9/2026 | 87 | 593,948 | 13F-HR | Edge Wealth Management LLC |
| 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 | 442.9 K | 66.5% | 34.18 K | 0 | 34.18 K |
| ETFs | 222.9 K | 33.5% | 37.7 K | 0 | 37.7 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
665,834
Holdings
89
QoQ value change ($000)
71,886
(12.1%)
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.