Edge Wealth Management LLC - Q12026 Holdings

Edge Wealth Management LLC holds 85 stocks with a total portfolio value of $ 584.87M as of Q12026. In Q12026, Edge Wealth Management LLC added 9 new positions, increased stakes in 23 stocks, reduced 25 holdings, and fully exited 6 positions. The largest holding is Simplify Exchange Traded Fun (MTBA), representing 9.06% of the total portfolio.