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Home > Institutional Investor > Edge Wealth Management Llc > Profile

Instuitional Investor - Edge Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Edge Wealth Management Llc
Portfolio Value $584,870,903
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Plains Gp Holdings Lp
 PAGP 1,071,359 $52,989,431 9.06%
2.
Alphabet Inc.
 GOOGL 160,775 $46,232,353 7.9%
3.
Apple Inc.
 AAPL 165,715 $42,056,911 7.19%
4.
Ishares Trust
 IEF 390,457 $32,240,034 5.51%
5.
Litman Gregory Fds Tr
 1,062,494 $32,034,205 5.48%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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