Edge Financial Advisors LLC Q2 2025 Filing

Filed July 24, 2025

Portfolio Value

$189.8B

Holdings

124

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (124 positions)

#	Stock	Shares	Value	% Portfolio
101	IBMINTERNATIONAL BUSINESS MACHS	952	$279.0M	0.15%
102	MLPXGLOBAL X FDS	4,428	$277.2M	0.15%
103	OUNZVANECK MERK GOLD ETF	8,657	$276.1M	0.15%
104	GOOGLALPHABET INC	1,564	$275.6M	0.15%
105	AEEAMEREN CORP	2,815	$270.3M	0.14%
106	DFAXDIMENSIONAL ETF TRUST	9,153	$268.8M	0.14%
107	PEGPUBLIC SVC ENTERPRISE GRP IN	3,158	$265.9M	0.14%
108	DISDISNEY WALT CO	2,131	$264.2M	0.14%
109	IWPISHARES TR	1,891	$261.8M	0.14%
110	VBKVANGUARD INDEX FDS	934	$258.6M	0.14%
111	GSSCGOLDMAN SACHS ETF TR	3,653	$252.6M	0.13%
112	IMCBISHARES TR	3,114	$249.8M	0.13%
113	METAMETA PLATFORMS INC	333	$245.2M	0.13%
114	KOCOCA COLA CO	3,433	$244.2M	0.13%
115	JNJJOHNSON & JOHNSON	1,570	$243.6M	0.13%
116	IBDQISHARES TR	9,689	$243.1M	0.13%
117	MCOMOODYS CORP	464	$232.6M	0.12%
118	—SPDR INDEX SHS FDS	3,633	$229.0M	0.12%
119	BLOKAMPLIFY ETF TR	3,927	$223.2M	0.12%
120	MOALTRIA GROUP INC	3,738	$219.2M	0.12%
121	ISRGINTUITIVE SURGICAL INC	387	$209.8M	0.11%
122	IQLTISHARES TR	4,736	$204.6M	0.11%
123	VVISA INC	569	$202.0M	0.11%
124	VONGVANGUARD SCOTTSDALE FDS	1,853	$200.3M	0.11%

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