Edge Wealth Management LLC
Edge Wealth Management LLC reported 87 positions worth $593.9M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: GOOGL (9.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GOOGL | SH | $56.5M | 9.51% | 158,000 | — | — | |
| ▸ 2 | MTBA | SH | $53.5M | 9.01% | 1,090,758 | — | — | |
| ▸ 3 | AAPL | SH | $47.8M | 8.06% | 165,348 | — | — | |
| ▸ 4 | IWM | SH | $34.3M | 5.78% | 114,212 | — | — | |
| ▸ 5 | DBMF | SH | $32.6M | 5.49% | 1,064,312 | — | — | |
| ▸ 6 | SHY | SH | $32.3M | 5.44% | 393,457 | — | — | |
| ▸ 7 | MSFT | SH | $29.2M | 4.92% | 78,332 | — | — | |
| ▸ 8 | JPM | SH | $27.9M | 4.70% | 85,227 | — | — | |
| ▸ 9 | WMT | SH | $23.6M | 3.97% | 208,255 | — | — | |
| ▸ 10 | BRK-B | SH | $20.1M | 3.38% | 40,143 | — | — |
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Frequently Asked Questions
What stocks does Edge Wealth Management LLC hold as of Q2 2026?
Edge Wealth Management LLC reported 87 positions worth $593.9M in its Q2 2026 13F filing. Largest positions: GOOGL (9.5%), MTBA (9.0%), AAPL (8.1%), IWM (5.8%) and DBMF (5.5%).
What did Edge Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Edge Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.