Edge Financial Advisors LLC

RIA/Wealth

Edge Financial Advisors LLC is a RIA/Wealth based in Wheaton, IL led by Edward James Meek, reporting $379.3M in AUM as of Q3 2025 with 81% ETF concentration.

CEOEdward James Meek

Portfolio Value: $222.0M
Positions: 135
Top Holding: ITOT at 12.18%
Last Reported: Q3 2025

Address111 West Wesley Street, Suite 1, Wheaton, IL, 60187, United States

Top Holdings

Largest long holdings in Edge Financial Advisors LLC's portfolio (48.2% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$27.0M	12.18%	+$38.3K Bought	— 185.7K shares	Q1 2025 Held for 8 months
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$11.8M	5.30%	-$1.1M Sold	— 17.7K shares	Q3 2024 Held for 1y 2m
3 iShares Core MSCI Total International Stock IXUS	ETF ETF	$11.7M	5.25%	-$1.0M Sold	— 141.3K shares	Q1 2025 Held for 8 months
4 Dimensional US High Profitability DUHP	ETF ETF	$9.6M	4.32%	+$642.0K Bought	— 253.7K shares	Q3 2024 Held for 1y 2m
5 BlackRock U.S. Equity Factor Rotation DYNF	ETF ETF	$9.2M	4.13%	+$664.5K Bought	— 155.0K shares	Q1 2025 Held for 8 months
6 JPMorgan U.S. Quality Factor JQUA	ETF ETF	$8.4M	3.79%	+$658.2K Bought	— 133.7K shares	Q1 2025 Held for 8 months
7 Dimensional U.S. Equity DFUS	ETF ETF	$8.3M	3.74%	+$218.2K Bought	— 114.8K shares	Q2 2025 Held for 5 months
8 Dimensional International Core Equity Market DFAI	ETF ETF	$7.9M	3.56%	+$515.8K Bought	— 215.8K shares	Q3 2024 Held for 1y 2m
9 Apple AAPL	Consumer Electronics Technology	$7.7M	3.45%	-$69.0K Sold	0.00% 30.1K shares	Q3 2024 Held for 1y 2m
10 Vanguard Short-Term Treasury VGSH	ETF ETF	$5.6M	2.51%	+$4.0M Bought	— 94.9K shares	Q2 2025 Held for 5 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Edge Financial Advisors LLC's latest filing

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GthenC

Market Value

$222.0M

Prior: $189.4M

Q/Q Change

+17.26%

+$32.7M

Net Flows % of MV

+5.55%

Turnover Ratio

8.1%

New Purchases

15 stocks

$5.3M

Added To

56 stocks

+$18.6M

Sold Out Of

5 stocks

$1.2M

Reduced Holdings

54 stocks

-$10.4M

Increased Positions

Position	Shares Δ	Change
1 Eli Lilly LLY	New	0 → 957.0 +$730.2K
2 JPMorgan Equity Premium Income JEPI	New	0 → 12.6K +$719.9K
3 iShares Morningstar Small-Cap Value ISCV	New	0 → 7.9K +$529.0K
4 Goldman Sachs Group GS	New	0 → 308.0 +$491.3K
5 AT&T T	New	0 → 7.7K +$432.3K

Decreased Positions

Position	Shares Δ	Change
1 International Business Machines IBM	Sold	952.0 → 0 −$279.0K
2 Coca-Cola KO	Sold	3.4K → 0 −$244.2K
3 Johnson & Johnson JNJ	Sold	1.6K → 0 −$243.6K
4 Moody's MCO	Sold	464.0 → 0 −$232.6K
5 Intuitive Surgical ISRG	Sold	387.0 → 0 −$209.8K