Holdings
Edge Wealth Management LLC
As of Sep 30, 2026, Edge Wealth Management LLC reported 56 positions worth US$397M. Largest: Alphabet Inc (google) Class C, Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 159K | US$55.5M | −629 | Sep 30, 2026 |
| Apple Inc | 163K | US$55M | −1,861 | Sep 30, 2026 |
| Microsoft Corp. | 78,232 | US$40.6M | −100 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 85,156 | US$28.3M | −71 | Sep 30, 2026 |
| Walmart Inc. | 208K | US$21.8M | +72 | Sep 30, 2026 |
| Johnson & Johnson | 77,129 | US$20.5M | +63 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 40,151 | US$20.1M | +8 | Sep 30, 2026 |
| Merck & Company, Inc. | 124K | US$18.1M | +51 | Sep 30, 2026 |
| Blackrock, Inc. | 15,867 | US$16.9M | +10 | Sep 30, 2026 |
| General Dynamics Corporation | 50,096 | US$16.6M | +11 | Sep 30, 2026 |