Long-term investor
Edge Wealth Management LLC @edgewealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001567163).
Record
- Tracked since 2025-12-31 (261 days), 19 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.4%
- Max drawdown n/a · win rate 18% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 9.5% · long · since 2025-12-31
- MTBA · 9.0% · long · since 2025-12-31
- AAPL · 8.1% · long · since 2025-12-31
- IWM · 5.8% · long · since 2025-12-31
- DBMF · 5.5% · long · since 2026-03-31
- SHY · 5.4% · long · since 2025-12-31
- MSFT · 4.9% · long · since 2025-12-31
- JPM · 4.7% · long · since 2025-12-31
- WMT · 4.0% · long · since 2025-12-31
- BRK-B · 3.4% · long · since 2025-12-31
- JNJ · 3.3% · long · since 2025-12-31
- GD · 3.0% · long · since 2025-12-31