Edge Wealth Management LLC - Q32026 Holdings

Edge Wealth Management LLC holds 89 stocks with a total portfolio value of $ 665.83M as of Q32026. In Q32026, Edge Wealth Management LLC added 7 new positions, increased stakes in 25 stocks, reduced 30 holdings, and fully exited 5 positions. The largest holding is Ishares Tr (SHY), representing 18.52% of the total portfolio.