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Ashley Ramdass

Edge Wealth Management Llc

Assets Managed
$593.948M
Holdings
87
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
1.56%(2Q avg: 2.4%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Edge Wealth Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 87 positions.

Assets under management

The assets under management (AUM) of Edge Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 593.948M in assets, with a quarterly growth rate of 1.56% and a 2-quarter average growth rate of 2.4%. The portfolio is managed by Ashley Ramdass, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.72%
9.51%
$56.464M
158,000 shares@ $357.37 avg price
MTBA
Simplify Mbs Etf
Recent Activity
Increased 1.82%
9.02%
$53.523M
1.091M shares@ $49.07 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.22%
8.06%
$47.845M
165,348 shares@ $289.36 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 0.03%
5.78%
$34.315M
114,212 shares@ $300.46 avg price
DBMF
Imgp Dbi Managed Futures Str
Recent Activity
Increased 0.18%
5.49%
$32.579M
1.064M shares@ $30.62 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 0.77%
5.44%
$32.307M
393,457 shares@ $82.11 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.26%
4.92%
$29.219M
78,332 shares@ $373.02 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -2.38%
4.7%
$27.897M
85,227 shares@ $327.34 avg price
WMT
Walmart Inc
Recent Activity
Decreased -0.11%
3.98%
$23.587M
208,255 shares@ $113.27 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.1%
3.38%
$20.071M
40,143 shares@ $500.0 avg price

1-10 of 87