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WEALTHEDGE INVESTMENT ADVISORS, LLC Historic Quarter Change: USA ETF, Reduced

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WEALTHEDGE INVESTMENT ADVISORS, LLC historic quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, WEALTHEDGE INVESTMENT ADVISORS, LLC opened 33 positions, added to 120, reduced 148 and sold out of 33.

  • Q2 2026: Stock JAAA; Country of operation —; Class HENDRSON AAA CL; Shares before 162,779.
  • Q2 2026: Stock LTPZ; Country of operation —; Class 15+ YR US TIPS; Shares before 60,012.
  • Q2 2026: Stock IVV; Country of operation —; Class CORE S&P500 ETF; Shares before 11,993.
  • Q2 2026: Stock SCHP; Country of operation —; Class US TIPS ETF; Shares before 181,040.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2058455), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026JAAA
JANUS DETROIT STR TR		HENDRSON AAA CL162,77921,177-141,602$8,199,210$1,069,227-$7,129,9832026-07-21
Q2 2026LTPZ
PIMCO ETF TR		15+ YR US TIPS60,01236,825-23,187$3,062,450$1,865,224-$1,197,2262026-07-21
Q2 2026IVV
ISHARES TR		CORE S&P500 ETF11,99311,396-597$7,834,462$8,534,647+$700,1852026-07-21
Q2 2026SCHP
SCHWAB STRATEGIC TR		US TIPS ETF181,040163,724-17,316$4,817,474$4,338,686-$478,7882026-07-21
Q2 2026IWP
ISHARES TR		RUS MD CP GR ETF8,7794,540-4,239$1,124,807$664,836-$459,9712026-07-21
Q2 2026IEFA
ISHARES TR		CORE MSCI EAFE43,86336,723-7,140$3,970,970$3,546,746-$424,2242026-07-21
Q2 2026VBK
VANGUARD INDEX FDS		SML CP GRW ETF1,997912-1,085$603,861$333,800-$270,0612026-07-21
Q2 2026JPIN
J P MORGAN EXCHANGE TRADED F		DIV RTN INT EQ25,38121,505-3,876$1,808,189$1,555,094-$253,0952026-07-21
Q2 2026IWM
ISHARES TR		RUSSELL 2000 ETF11,1708,435-2,735$2,770,397$2,534,486-$235,9112026-07-21
Q2 2026JPST
J P MORGAN EXCHANGE TRADED F		ULTRA SHRT ETF66,44262,784-3,658$3,362,660$3,175,013-$187,6472026-07-21
Q2 2026IBIT
ISHARES BITCOIN TRUST ETF		SHS BEN INT25,01423,240-1,774$961,038$773,660-$187,3782026-07-21
Q2 2026EEM
ISHARES TR		MSCI EMG MKT ETF61,95749,229-12,728$3,518,586$3,367,786-$150,8002026-07-21
Q2 2026VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT27,16126,134-1,027$1,740,491$1,862,076+$121,5852026-07-21
Q2 2026BTAL
AGF INVTS TR		US MARKET NETRL24,95320,453-4,500$348,344$228,051-$120,2932026-07-21
Q2 2026IWV
ISHARES TR		RUSSELL 3000 ETF6,3575,763-594$2,356,679$2,457,633+$100,9542026-07-21
Q2 2026QQQ
INVESCO QQQ TR		UNIT SER 11,8731,339-534$1,081,194$986,678-$94,5162026-07-21
Q2 2026JPEM
J P MORGAN EXCHANGE TRADED F		DIV RTN EM EQT10,4798,883-1,596$651,045$557,675-$93,3702026-07-21
Q2 2026VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD15,32613,794-1,532$2,269,810$2,179,944-$89,8662026-07-21
Q2 2026VOO
VANGUARD INDEX FDS		S&P 500 ETF SHS1,005999-6$600,930$686,574+$85,6442026-07-21
Q2 2026JQUA
J P MORGAN EXCHANGE TRADED F		US QUALTY FCTR17,29113,630-3,661$1,060,338$985,218-$75,1202026-07-21
Q2 2026VT
VANGUARD INTL EQUITY INDEX F		TT WRLD ST ETF2,3662,274-92$327,289$357,039+$29,7502026-07-21
Q2 2026JPUS
J P MORGAN EXCHANGE TRADED F		JPMORGAN DIVER3,1493,109-40$410,044$436,055+$26,0112026-07-21
Q2 2026VB
VANGUARD INDEX FDS		SMALL CP ETF1,7341,454-280$454,327$440,754-$13,5732026-07-21
Q2 2026FSCO
FS CREDIT OPPORTUNITIES CORP		COMMON STOCK31,26430,609-655$159,446$152,739-$6,7072026-07-21

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