Edge Wealth Management LLC

Institutional manager (13F) · CIK 1567163

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $575M

#	Issuer	Value	Shares
1	SIMPLIFY EXCHANGE TRADED FUN	$53M	1,071,359
2	ALPHABET INC	$46M	160,775
3	APPLE INC	$42M	165,715
4	ISHARES TR	$32M	390,457
5	LITMAN GREGORY FDS TR	$32M	1,062,494
6	MICROSOFT CORP	$29M	78,542
7	ISHARES TR	$28M	114,180
8	WALMART INC	$26M	208,500
9	JPMORGAN CHASE & CO	$26M	87,312
10	EXXON MOBIL CORP	$24M	138,533
11	BERKSHIRE HATHAWAY INC DEL	$19M	40,104
12	JOHNSON & JOHNSON	$19M	77,011
13	WASTE MGMT INC DEL	$17M	75,280
14	GENERAL DYNAMICS CORP	$17M	49,964
15	BLACKROCK INC	$15M	15,840
16	MERCK & CO INC	$15M	123,435
17	SPDR SERIES TRUST	$14M	111,135
18	SLB LIMITED	$13M	260,424
19	HONEYWELL INTL INC	$12M	54,940
20	PUBLIC STORAGE OPER CO	$12M	44,129
21	AMERICAN TOWER CORP	$10M	58,842
22	PUBLIC SVC ENTERPRISE GROUP	$10M	119,722
23	HOME DEPOT INC	$9M	27,664
24	PROCTER & GAMBLE CO	$8M	58,720
25	MCDONALDS CORP	$8M	24,171
26	DISNEY WALT CO	$7M	69,402
27	AMAZON COM INC	$4M	21,242
28	STATE STR SPDR S&P 500 ETF T	$4M	6,144
29	NEWMARK GROUP INC	$3M	167,553
30	ROIVANT SCIENCES LTD	$2M	90,228
31	NVIDIA CORPORATION	$2M	13,038
32	SELECT SECTOR SPDR TR	$1M	22,334
33	ISHARES TR	$1M	8,712
34	ADAPTIVE BIOTECHNOLOGIES COR	$1M	90,000
35	CHEVRON CORPORATION	$1M	5,834
36	BANK AMERICA CORP	$949k	19,476
37	ISHARES TR	$925k	7,800
38	PROSHARES TR	$872k	23,000
39	CISCO SYS INC	$743k	9,572
40	BOEING CO	$737k	3,705
41	PALANTIR TECHNOLOGIES INC	$696k	4,759
42	SPDR GOLD TR	$676k	1,570
43	UNION PAC CORP	$638k	2,630
44	BP PLC	$610k	12,974
45	VANECK ETF TRUST	$577k	6,286
46	BARRICK MNG CORP	$563k	13,797
47	LLOYDS BANKING GROUP PLC	$553k	110,000
48	VANGUARD INDEX FDS	$498k	834
49	INVESCO EXCHANGE TRADED FD T	$497k	2,588
50	ALPS ETF TR	$489k	9,290

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.