Edge Financial Advisors LLC - Portfolio overview

Edge Financial Advisors LLC has 157 reported holdings in this dataset, with the latest filing dated 2026-02-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - SPDR S&P 500 ETF TR, 6.42%
2. DYNF - BLACKROCK ETF TRUST, 5.01%
3. JQUA - J P MORGAN EXCHANGE TRADED F, 4.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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