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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 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ROK ROCKWELL AUTOMATION INC Industrials 450.0 $223K 0.04% NEW $495.08 -11.7%
82 VTWO VANGUARD SCOTTSDALE FDS 1,800.0 $219K 0.04% NEW $121.42 -0.1%
83 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,538.0 $207K 0.04% NEW $45.52 +31.0%
84 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 218.0 $204K 0.03% NEW $935.82 +1.3%
85 CGAU CENTERRA GOLD INC Basic Materials 10,200.0 $162K 0.03% NEW $15.86 +49.7%
86 PLAY DAVE & BUSTERS ENTMT INC Communication Services 10,083.0 $115K 0.02% NEW $11.40 -10.1%
87 ABR ARBOR REALTY TRUST INC Real Estate 20,000.0 $108K 0.02% NEW $5.42 -4.2%
Page 5 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%