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Gerard Addeo

Wealthedge Investment Advisors, Llc

Assets Managed
$272.212M
Holdings
141
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
0.69%(2Q avg: 1.5%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealthedge Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 141 positions.

Assets under management

The assets under management (AUM) of Wealthedge Investment Advisors, 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 272.212M in assets, with a quarterly growth rate of 0.69% and a 2-quarter average growth rate of 1.5%. The portfolio is managed by Gerard Addeo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 14.36%
5.8%
$15.764M
24,239 shares@ $650.36 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 65.15%
4.68%
$12.72M
34,361 shares@ $370.18 avg price
AAPL
Apple Inc
Recent Activity
Increased 53.64%
4.23%
$11.498M
45,303 shares@ $253.8 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 1200.26%
3.34%
$9.065M
91,317 shares@ $99.28 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 20.28%
3.26%
$8.874M
30,859 shares@ $287.57 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.2%
3.23%
$8.772M
50,297 shares@ $174.41 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Decreased -4.03%
3.02%
$8.199M
162,779 shares@ $50.38 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.9%
2.88%
$7.834M
11,993 shares@ $653.26 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 9.12%
2.54%
$6.899M
35,160 shares@ $196.21 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -5.06%
2.32%
$6.292M
21,911 shares@ $287.19 avg price

1-10 of 141