Edge Wealth Management LLC: 13F holdings
CIK 15671632026Q2
| Positions | 87 |
|---|---|
| Reported value | $593.9m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOGL ALPHABET INC | 158,000 | $56.5m | 9.5% |
| SIMPLIFY EXCHANGE TRADED FUN | 1,090,758 | $53.5m | 9.0% |
| AAPL APPLE INC | 165,348 | $47.8m | 8.1% |
| IWM ISHARES TR | 114,212 | $34.3m | 5.8% |
| LITMAN GREGORY FDS TR | 1,064,312 | $32.6m | 5.5% |
| SHY ISHARES TR | 393,457 | $32.3m | 5.4% |
| MSFT MICROSOFT CORP | 78,332 | $29.2m | 4.9% |
| JPM JPMORGAN CHASE & CO | 85,227 | $27.9m | 4.7% |
| WMT WALMART INC | 208,255 | $23.6m | 4.0% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 40,143 | $20.1m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1567163")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.