Edge Financial Advisors LLC
All 13F Filings
- Location
- Wheaton, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 237,655
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 135 | 237,655 | 13F-HR | Edge Financial Advisors LLC |
| Q3 2025 | 10/31/2025 | 136 | 223,203 | 13F-HR | Edge Financial Advisors LLC |
| Q2 2025 | 7/24/2025 | 124 | 189,831 | 13F-HR | Edge Financial Advisors LLC |
| Q2 2024 | 2/5/2026 | 87 | 96,581 | 13F-HR | Edge Financial Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 192.2 K | 80.9% | 11.42 K | 0 | 11.42 K |
| ETFs | 44.86 K | 18.9% | 3.276 K | 0 | 3.276 K |
| Debt | 0 | 0.0% | 0 | 244 | -244 |
| Other | 643 | 0.3% | 0 | 2 | -2 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
237,655
Holdings
135
QoQ value change ($000)
14,452
(6.5%)
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.