Long-term investor
Wealthedge Investment Advisors, LLC @wealthedgeinvestmentadvi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002058455).
Record
- Tracked since 2025-06-30 (434 days), 261 trades recorded
- Returns: week n/a · month n/a · 90 days +8.5% · 6 months +4.1% · 1 year +9.3% · all +9.3%
- Max drawdown -4.3% · Sharpe 0.36 · win rate 10% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 6.5% · long · since 2025-06-30
- MSFT · 4.5% · long · since 2025-06-30
- AAPL · 4.2% · long · since 2025-06-30
- NVDA · 3.6% · long · since 2025-06-30
- GOOGL · 3.4% · long · since 2025-06-30
- AGG · 3.1% · long · since 2025-06-30
- SCHG · 3.1% · long · since 2025-06-30
- VTV · 3.0% · long · since 2025-06-30
- IVV · 2.9% · long · since 2025-06-30
- META · 2.6% · long · since 2025-06-30
- PAAA · 2.3% · long · since 2026-06-30
- VO · 2.1% · long · since 2025-06-30