EDGE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SLB | 261K | $12.15M |
 | WMT | 208K | $23.59M |
 | NMRK | 168K | $2.53M |
 | AAPL | 165K | $47.85M |
 | GOOGL | 158K | $56.46M |
 | MRK | 124K | $15.88M |
 | PEG | 120K | $9.75M |
 | LYG | 110K | $641.30K |
 | ROIV | 90K | $3.19M |
 | ADPT | 90K | $1.93M |
 | JPM | 85K | $27.90M |
 | MSFT | 78K | $29.22M |
 | JNJ | 77K | $19.57M |
 | WM | 75K | $16.81M |
 | DIS | 69K | $6.65M |
 | AMT | 59K | $9.66M |
 | PG | 59K | $8.63M |
 | GD | 50K | $17.74M |
 | PSA | 44K | $14.07M |
 | BRK-B | 40K | $20.07M |
Slb N.V.
SLB
Shares Held
261K
Value
$12.15M
Walmart Inc.
WMT
Shares Held
208K
Value
$23.59M
Newmark Group, Inc.
NMRK
Shares Held
168K
Value
$2.53M
Apple Inc.
AAPL
Shares Held
165K
Value
$47.85M
Alphabet Inc.
GOOGL
Shares Held
158K
Value
$56.46M
Merck & Co., Inc.
MRK
Shares Held
124K
Value
$15.88M
Public Service Enterprise Group Incorporated
PEG
Shares Held
120K
Value
$9.75M
Lloyds Banking Group plc
LYG
Shares Held
110K
Value
$641.30K
Roivant Sciences Ltd.
ROIV
Shares Held
90K
Value
$3.19M
Adaptive Biotechnologies Corporation
ADPT
Shares Held
90K
Value
$1.93M
JPMorgan Chase & Co.
JPM
Shares Held
85K
Value
$27.90M
Microsoft Corporation
MSFT
Shares Held
78K
Value
$29.22M
Johnson & Johnson
JNJ
Shares Held
77K
Value
$19.57M
Waste Management, Inc.
WM
Shares Held
75K
Value
$16.81M
The Walt Disney Company
DIS
Shares Held
69K
Value
$6.65M
American Tower Corporation
AMT
Shares Held
59K
Value
$9.66M
The Procter & Gamble Company
PG
Shares Held
59K
Value
$8.63M
General Dynamics Corporation
GD
Shares Held
50K
Value
$17.74M
Public Storage
PSA
Shares Held
44K
Value
$14.07M
Berkshire Hathaway Inc.
BRK-B
Shares Held
40K
Value
$20.07M