SEC Form 13F

Edge Financial Advisors LLC 13F Holdings

Report period2025-12-31
Publicly available2026-01-29
Reported value$237,654,592
Positions135

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFUSUS EQUITY MARKET$28,197,968380,180
AMERICAN CENTY ETF TRAVNMAVANTIS ALL INT$12,116,021164,799
SPDR S&P 500 ETF TRSPYTR UNIT$11,673,06917,118
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROFITAB$10,101,260265,613
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$10,005,228164,620
ISHARES TRITOTCORE S&P TTL STK$9,452,54463,572
J P MORGAN EXCHANGE TRADED FJQUAUS QUALTY FCTR$9,039,049143,068
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$8,611,534226,035
APPLE INCAAPLCOM$8,173,92330,067
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$6,236,904106,196

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page