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Portfolio (Quarterly) Guide ↗

Edge Wealth Management LLC

· CIK 0001567163
13F Portfolio $594M AUM 87 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 87 New
Page 4 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IYY ISHARES TR 1,827.0 $333K 0.06% NEW $182.28 +2.4%
62 BSCQ INVESCO EXCH TRD SLF IDX FD 16,187.0 $316K 0.05% NEW $19.52 +0.3%
63 PEP PEPSICO INC Consumer Defensive 2,324.0 $315K 0.05% NEW $135.40 +6.0%
64 TSLA TESLA INC Consumer Cyclical 734.0 $309K 0.05% NEW $420.60 -13.7%
65 RITM RITHM CAPITAL CORP Real Estate 32,031.0 $301K 0.05% NEW $9.39 +8.5%
66 BTT BLACKROCK MUN TARGET TERM TR Financial Services 13,000.0 $296K 0.05% NEW $22.75 -0.8%
67 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,087.0 $278K 0.05% NEW $255.92 +25.7%
68 TGTX TG THERAPEUTICS INC Healthcare 5,000.0 $275K 0.05% NEW $54.94 -1.2%
69 UBER UBER TECHNOLOGIES INC Technology 3,677.0 $265K 0.04% NEW $72.16 +9.2%
70 NLR VANECK ETF TRUST 2,281.0 $265K 0.04% NEW $115.98 +3.4%
71 V VISA INC Financial Services 745.0 $256K 0.04% NEW $343.09 +8.1%
72 PSX PHILLIPS 66 Energy 1,500.0 $254K 0.04% NEW $169.05 +43.7%
73 CVE CENOVUS ENERGY INC Energy 10,000.0 $248K 0.04% NEW $24.81 +32.7%
74 MRVL MARVELL TECHNOLOGY INC Technology 812.0 $242K 0.04% NEW $297.89 -20.4%
75 VXUS VANGUARD STAR FDS 2,766.0 $236K 0.04% NEW $85.49 +2.6%
76 XLV SELECT SECTOR SPDR TR 1,474.0 $234K 0.04% NEW $158.65 +10.1%
77 IBB ISHARES TR 1,227.0 $233K 0.04% NEW $190.19 +12.3%
78 MO ALTRIA GROUP INC Consumer Defensive 3,200.0 $230K 0.04% NEW $71.95 -8.1%
79 MOH MOLINA HEALTHCARE INC Healthcare 1,000.0 $229K 0.04% NEW $228.70 -12.4%
80 NOC NORTHROP GRUMMAN CORP Industrials 440.0 $224K 0.04% NEW $509.31 +8.2%
Page 4 of 5  ·  87 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.4%
Communication Services 16.7%
Financial Services 13.5%
Healthcare 10.8%
Industrials 9.7%
Consumer Defensive 8.6%
Real Estate 7.0%
Consumer Cyclical 5.8%
Energy 3.7%
Utilities 2.6%