Edge Wealth Management LLC - Portfolio overview

Edge Wealth Management LLC has 98 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. MTBA - SIMPLIFY EXCHANGE TRADED FUN, 8.38%
2. GOOGL - ALPHABET INC, 7.31%
3. AAPL - APPLE INC, 6.65%

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

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