Edge Wealth Management LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 566,494
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/12/2026 | 82 | 566,494 | 13F-HR | Edge Wealth Management LLC |
| Q3 2025 | 10/14/2025 | 88 | 564,563 | 13F-HR | Edge Wealth Management LLC |
| Q2 2025 | 7/14/2025 | 82 | 519,191 | 13F-HR | Edge Wealth Management LLC |
| Q2 2014 | 7/25/2014 | 380 | 240,575 | 13F-HR/A - RESTATEMENT | Edge Wealth Management LLC |
| Q2 2014 | 7/11/2014 | 380 | 240,501 | 13F-HR | Edge Wealth Management LLC |
| Q1 2014 | 4/8/2014 | 404 | 238,938 | 13F-HR | Edge Wealth Management LLC |
| Q4 2013 | 1/16/2014 | 345 | 216,438 | 13F-HR | Edge Wealth Management LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 484.9 K | 85.6% | 0 | 24.69 K | -24.69 K |
| ETFs | 81.55 K | 14.4% | 26.62 K | 0 | 26.62 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
566,494
Holdings
82
QoQ value change ($000)
1,931
(0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.