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Ashley Ramdass

Edge Wealth Management Llc

Assets Managed
$584.871M
Holdings
85
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
3.25%(2Q avg: 1.8%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Edge Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 85 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 584.871M in assets, with a quarterly growth rate of 3.25% and a 2-quarter average growth rate of 1.8%. The portfolio is managed by Ashley Ramdass, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MTBA
Simplify Mbs Etf
Recent Activity
Increased 7.14%
9.07%
$52.989M
1.071M shares@ $49.47 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -10.55%
7.91%
$46.232M
160,775 shares@ $287.56 avg price
AAPL
Apple Inc
Recent Activity
Decreased -8.83%
7.2%
$42.057M
165,715 shares@ $253.8 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 1.96%
5.52%
$32.24M
390,457 shares@ $82.57 avg price
DBMF
Imgp Dbi Managed Futures Str
Recent Activity
New Position
5.48%
$32.034M
1.062M shares@ $30.16 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -4.52%
4.98%
$29.074M
78,542 shares@ $370.17 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 0.23%
4.85%
$28.317M
114,180 shares@ $248.01 avg price
WMT
Walmart Inc
Recent Activity
Decreased -2.37%
4.44%
$25.912M
208,500 shares@ $124.29 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.25%
4.4%
$25.684M
87,312 shares@ $294.17 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -0.73%
4.02%
$23.504M
138,533 shares@ $169.67 avg price

1-10 of 85