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Edge Financial Advisors LLC

SEC CIK
0002011402
Latest filing
Jan 28, 2026

The latest 13F from Edge Financial Advisors LLC covers Q4 2025 (filed Jan 28, 2026): 135 long positions worth $237.7M. The top 10 holdings make up 47.8% of the portfolio, and the largest is Dimensional ETF Trust at 11.9%. Livermore has 8 filings on Form 13F from this institution, going back to Q1 2024.

What changed in Q4 2025

Share counts compared with Q3 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
8
Est. +$2.88M
Added
66
Est. +$35.8M
Reduced
54
Est. −$28.3M
Sold out
9
Est. −$2.53M

Top 5 holdings

Share of this quarter's portfolio value

  1. Dimensional ETF Trust25434V401
    11.9%$28.2M
  2. American Centy ETF Tr025072174
    5.1%$12.1M
  3. SPYSPDR S&P 500 ETF Trust
    4.9%$11.7MHistory
  4. Dimensional ETF Trust25434V831
    4.3%$10.1M
  5. BlackRock ETF Trust09290C103
    4.2%$10.0M

Biggest buys

New and added positions, by estimated amount bought

  1. Dimensional ETF Trust25434V401
    +$19.7MAdded
  2. American Centy ETF Tr025072174
    +$8.93MAdded
  3. J P Morgan Exchange Traded F46641Q332
    +$944.6KAdded
  4. Allspring Exchange Traded Fu01989A209
    +$936.8KAdded
  5. Vanguard Scottsdale FDS92206C102
    +$665.1KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Dimensional ETF Trust25434V401
    +8.14 pp3.7% → 11.9%
  2. American Centy ETF Tr025072174
    +3.73 pp1.4% → 5.1%
  3. TSLATesla, Inc.
    +0.42 pp0.4% → 0.8%History
  4. ACNAccenture plc
    +0.41 pp0.4% → 0.8%History
  5. J P Morgan Exchange Traded F46641Q332
    +0.38 pp0.3% → 0.7%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr464287150
    −$18.2MReduced
  2. iShares Core MSCI Total International Stock ETF46432F834
    −$7.11MReduced
  3. GSGoldman Sachs Group Inc
    −$491.3KSold outHistory
  4. VVisa Inc.
    −$406.9KSold outHistory
  5. SPYSPDR S&P 500 ETF Trust
    −$362.8KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr464287150
    −8.14 pp12.1% → 4.0%
  2. iShares Core MSCI Total International Stock ETF46432F834
    −3.19 pp5.2% → 2.0%
  3. SPYSPDR S&P 500 ETF Trust
    −0.36 pp5.3% → 4.9%History
  4. GOOGLAlphabet Inc.
    −0.25 pp0.4% → 0.1%History
  5. GSGoldman Sachs Group Inc
    −0.22 pp0.2% → 0.0%History

Metrics

13F metrics for Q4 2025, computed only from the numbers in the filings. Definitions below.

Portfolio value
$237.7M
+$14.5M (+6.5%) vs. prior quarter
Positions
135
−1 vs. prior quarter
Top 10 concentration
47.8%
Top 10 as share of value
Turnover
13.4%
Q4 2025, one quarter
Average holding period
5.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2024), so positions held before then are understated.

13F filings by quarter

8 quarters, going back to Q1 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $237.7M (Q4 2025)

Q1 2024: $113.6MQ2 2024: $96.6MQ3 2024: $112.8MQ4 2024: $111.9MQ1 2025: $158.4MQ2 2025: $189.8MQ3 2025: $223.2MQ4 2025: $237.7M
Q1 2024Q4 2025
13F filings of Edge Financial Advisors LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q4 2025Jan 28, 2026135$237.7MDimensional ETF TrustAmerican Centy ETF TrSPYvs. Q3 2025SEC
Q3 2025Oct 31, 2025136$223.2MiShares TrSPYiShares Core MSCI Total International Stock ETFvs. Q2 2025SEC
Q2 2025Jul 24, 2025124$189.8MiShares TrSPYiShares Core MSCI Total International Stock ETFvs. Q1 2025SEC
Q1 2025Apr 18, 2025101$158.4MiShares TriShares Core MSCI Total International Stock ETFSPYvs. Q4 2024SEC
Q4 2024Jan 17, 202592$111.9MSPYAAPLDimensional U.S. Core Equity 2 ETFvs. Q3 2024SEC
Q3 2024Oct 25, 202493$112.8MSPYAAPLVanguard Morningstar Growth ETFvs. Q2 2024SEC
Q2 2024Feb 5, 202687$96.6MSPYAAPLVanguard Morningstar Growth ETFvs. Q1 2024SEC
Q1 2024Apr 22, 2024127$113.6MSPYAAPLGoldman Sachs ETF Tr–SEC