Edge Wealth Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of September 30, 2026. The filing lists 89 separate positions held by the firm.
The largest holding disclosed in the report is Exxon Mobil Holdings Corp, for which the firm reported ownership of 22,639,458 shares. The firm also holds significant positions in Apple Inc with 55,002,447 shares and BlackRock Inc with 16,858,711 shares. Other notable positions include Amazon.com Inc with 4,789,150 shares and Home Depot Inc with 7,691,900 shares.
The filing indicates that the firm holds a mix of individual equities and exchange-traded funds. Notable ETF positions include the ISHARES TR 1 3 YR TREAS BD with 123,284,443 shares, the ISHARES TR RUSSELL 2000 ETF with 31,894,456 shares, and the SPDR S&P 500 ETF Trust with 4,814,762 shares.
The report was signed by Ashley Ramdass, Chief Compliance Officer, on October 13, 2026.
