WealthEdge Investment Advisors, LLC has filed its latest 13F-HR report, revealing a total holding value of approximately $310 million as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and positions across various sectors.

The report, filed on November 10, 2026, indicates that WealthEdge holds a total of 138 different securities. This diverse portfolio showcases the firm's approach to investment management, allowing it to navigate the complexities of the financial markets effectively.

Background

WealthEdge Investment Advisors, LLC is a registered investment advisor based in New York, incorporated in Delaware. The firm operates under the SEC file number 028-25453 and has a fiscal year ending on December 31. Its business address is 99 Park Ave., Suite 1920, New York, NY 10016.

What the Filing Says

The filing states, "The total value of the securities held as of the reporting period is $310,164,925." This figure reflects the firm’s investment discretion over its holdings, which are primarily in publicly traded companies.

Impact

This filing may affect various stakeholders, including clients, competitors, and market analysts. Clients may gain insights into WealthEdge's investment strategies, while competitors might analyze the data to adjust their own strategies in response to WealthEdge's portfolio compositions.

What's Next

The filing does not say what happens next.