13F Filings History of Edge Financial Advisors LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$227,172,884
Signature - Title
Jeremy Schletz - Chief Compliance Officer
Location
Wheaton, IL
Summary
This page shows a list of all the recent 13F filings made by Edge Financial Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Edge Financial Advisors LLC reported 150 stock holdings with total value $227,172,884 as of Q4 2025. Top holdings included DFUS, AVNM, SPY, DUHP, and DYNF.

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Holdings Value

List of Other Managers Reporting for Edge Financial Advisors LLC:

Name Holdings Value Location File Number
Brooklyn Investment Group $2,168,415,813 New York, NY 028-23685
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 150 $227,172,884 +$37,727,000 -$30,270,709 +$7,456,291 DFUS, AVNM, SPY, DUHP, DYNF 13F-HR 27 Jan 2026, 19:13
Q3 2025 146 $214,459,710 +$23,322,385 -$11,956,494 +$11,365,891 ITOT, SPY, IXUS, DUHP, DYNF 13F-HR 31 Oct 2025, 08:56
Q2 2025 124 $189,830,596 +$31,574,492 -$13,034,514 +$18,539,978 ITOT, SPY, IXUS, DUHP, DYNF 13F-HR 23 Jul 2025, 21:50
Q1 2025 101 $158,429,767 +$93,273,889 -$44,033,984 +$49,239,905 ITOT, IXUS, SPY, AGG, JQUA 13F-HR 17 Apr 2025, 18:31
Q4 2024 92 $111,937,658 +$4,935,813 -$4,237,488 +$698,325 SPY, AAPL, DFAC, VUG, DFAI 13F-HR 17 Jan 2025, 16:14
Q3 2024 94 $112,541,404 +$13,908,262 -$4,345,485 +$9,562,777 SPY, AAPL, VUG, VOO, QEFA 13F-HR 25 Oct 2024, 15:41
Q2 2024 87 $96,581,240 +$20,745,841 -$38,697,674 -$17,951,833 SPY, AAPL, VUG, VOO, QQQ 13F-HR 04 Feb 2026, 20:19
Q1 2024 127 $113,575,000 $0 $0 $0 SPY, AAPL, GSLC, VUG, GSIE 13F-HR 19 Apr 2024, 18:18