13F Filings History of WEALTHEDGE INVESTMENT ADVISORS, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$270,358,301
Signature - Title
Gerard Addeo - Managing Member
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by WEALTHEDGE INVESTMENT ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WEALTHEDGE INVESTMENT ADVISORS, LLC reported 132 stock holdings with total value $270,358,301 as of Q4 2025. Top holdings included SPY, LTPZ, MSFT, NVDA, and SGOV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 132 $270,358,301 +$41,313,168 -$34,801,749 +$6,511,419 SPY, LTPZ, MSFT, NVDA, SGOV 13F-HR 17 Feb 2026, 15:17
Q3 2025 127 $264,290,294 +$53,381,335 -$39,708,240 +$13,673,095 SPY, LTPZ, MSFT, BTAL, IVV 13F-HR 12 Nov 2025, 10:39
Q2 2025 143 $239,326,368 +$58,307,273 -$56,967,746 +$1,339,527 LTPZ, SPY, SGOV, IVV, SCHP 13F-HR 13 Aug 2025, 12:12
Q1 2025 177 $221,666,696 +$55,928,822 -$48,817,170 +$7,111,652 SPY, LTPZ, IVV, MSFT, AAPL 13F-HR 13 May 2025, 13:03
Q4 2024 175 $221,876,156 $0 $0 $0 SPY, AAPL, LTPZ, VO, VTV 13F-HR 12 Mar 2025, 11:28