# EDGAR Filing Document

**Accession Number:** 0002058455
**File Stem:** 0002058455-26-000002
**Filing Date:** 2026-5
**Character Count:** 17503
**Document Hash:** c918a2576674fffa061056339036b64b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002058455-26-000002.hdr.sgml**: 20260508

**ACCESSION NUMBER**: 0002058455-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260508

**DATE AS OF CHANGE**: 20260508

**EFFECTIVENESS DATE**: 20260508

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WEALTHEDGE INVESTMENT ADVISORS, LLC
- **CENTRAL INDEX KEY:** 0002058455

**ORGANIZATION NAME:**
- **EIN:** 993817595
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25453
- **FILM NUMBER:** 26956554

**BUSINESS ADDRESS:**
- **STREET 1:** 99 PARK AVE.
- **STREET 2:** SUITE 1920
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10016
- **BUSINESS PHONE:** 212-687-3600

**MAIL ADDRESS:**
- **STREET 1:** 99 PARK AVE.
- **STREET 2:** SUITE 1920
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10016

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** WEALTHEDGE INVESTMENT ADVISORS LLC<br>**Address:** 99 PARK AVE.<br>SUITE 1920<br>NEW YORK, NY 10016

**Form 13F File Number:** 028-25453

**CRD Number (if applicable):** 000126337

**SEC File Number (if applicable):** 801-66845

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Gerard Addeo<br>**Title:** Managing Member<br>**Phone:** 212-687-3600

**Signature, Place, and Date of Signing:**

/s/ Gerard Addeo  New York, NY  05-08-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 141

**Form 13F Information Table Value Total:** $272211644

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABORATORIES | COM | 002824100 |  | 1784460 | 17380 | SH |  | SOLE |  | 0 | 0 | 17380 |
| ABBVIE INC | COM | 00287Y109 |  | 203845 | 937 | SH |  | SOLE |  | 0 | 0 | 937 |
| ADOBE INC | COM | 00724F101 |  | 217800 | 896 | SH |  | SOLE |  | 0 | 0 | 896 |
| AGF INVTS TR | US MARKET NETRL | 00110G408 |  | 348344 | 24953 | SH |  | SOLE |  | 0 | 0 | 24953 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 8873917 | 30859 | SH |  | SOLE |  | 0 | 0 | 30859 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 419926 | 1463 | SH |  | SOLE |  | 0 | 0 | 1463 |
| AMAZON COM INC | COM | 023135106 |  | 5978390 | 28705 | SH |  | SOLE |  | 0 | 0 | 28705 |
| AMRIZE LTD | SHS | H2927K103 |  | 543170 | 9696 | SH |  | SOLE |  | 0 | 0 | 9696 |
| AON PLC | SHS CL A | G0403H108 |  | 1310199 | 4059 | SH |  | SOLE |  | 0 | 0 | 4059 |
| APPLE INC | COM | 037833100 |  | 11497629 | 45303 | SH |  | SOLE |  | 0 | 0 | 45303 |
| APPLIED MATLS INC | COM | 038222105 |  | 364384 | 1066 | SH |  | SOLE |  | 0 | 0 | 1066 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 651924 | 1638 | SH |  | SOLE |  | 0 | 0 | 1638 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 596834 | 4861 | SH |  | SOLE |  | 0 | 0 | 4861 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 740636 | 3645 | SH |  | SOLE |  | 0 | 0 | 3645 |
| BANCO SANTANDER SA | ADR | 05964H105 |  | 399165 | 35387 | SH |  | SOLE |  | 0 | 0 | 35387 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 718140 | 1 | SH |  | SOLE |  | 0 | 0 | 1 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2021745 | 4219 | SH |  | SOLE |  | 0 | 0 | 4219 |
| BLACKSTONE INC | COM | 09260D107 |  | 550309 | 4785 | SH |  | SOLE |  | 0 | 0 | 4785 |
| BROADCOM INC | COM | 11135F101 |  | 1442401 | 4660 | SH |  | SOLE |  | 0 | 0 | 4660 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 1765345 | 10865 | SH |  | SOLE |  | 0 | 0 | 10865 |
| CANADIAN NATL RY CO | COM | 136375102 |  | 874264 | 8507 | SH |  | SOLE |  | 0 | 0 | 8507 |
| CATERPILLAR INC | COM | 149123101 |  | 280350 | 395 | SH |  | SOLE |  | 0 | 0 | 395 |
| CHIMERA INVT CORP | COM SHS | 16934Q802 |  | 1014504 | 80837 | SH |  | SOLE |  | 0 | 0 | 80837 |
| CISCO SYS INC | COM | 17275R102 |  | 268241 | 3457 | SH |  | SOLE |  | 0 | 0 | 3457 |
| CLOUDFLARE INC | CL A COM | 18915M107 |  | 1064095 | 5157 | SH |  | SOLE |  | 0 | 0 | 5157 |
| COMMUNITY HEALTHCARE TR INC | COM | 20369C106 |  | 1210036 | 76150 | SH |  | SOLE |  | 0 | 0 | 76150 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 241953 | 2137 | SH |  | SOLE |  | 0 | 0 | 2137 |
| CORNING INC | COM | 219350105 |  | 971370 | 7144 | SH |  | SOLE |  | 0 | 0 | 7144 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 284460 | 285 | SH |  | SOLE |  | 0 | 0 | 285 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 762471 | 1953 | SH |  | SOLE |  | 0 | 0 | 1953 |
| CULP INC | COM | 230215105 |  | 203407 | 74236 | SH |  | SOLE |  | 0 | 0 | 74236 |
| DISNEY WALT CO | COM | 254687106 |  | 217589 | 2257 | SH |  | SOLE |  | 0 | 0 | 2257 |
| ELI LILLY  CO | COM | 532457108 |  | 4072016 | 4427 | SH |  | SOLE |  | 0 | 0 | 4427 |
| EMERSON ELEC CO | COM | 291011104 |  | 541699 | 4134 | SH |  | SOLE |  | 0 | 0 | 4134 |
| EVEREST GROUP LTD | COM | G3223R108 |  | 997578 | 3052 | SH |  | SOLE |  | 0 | 0 | 3052 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 237179 | 1397 | SH |  | SOLE |  | 0 | 0 | 1397 |
| EXZEO GROUP INC | COM SHS | 30234F101 |  | 218847 | 14918 | SH |  | SOLE |  | 0 | 0 | 14918 |
| FISERV INC | COM | 337738108 |  | 958086 | 17170 | SH |  | SOLE |  | 0 | 0 | 17170 |
| FS CREDIT OPPORTUNITIES CORP | COMMON STOCK | 30290Y101 |  | 159446 | 31264 | SH |  | SOLE |  | 0 | 0 | 31264 |
| FS KKR CAP CORP | COM | 302635206 |  | 209504 | 20580 | SH |  | SOLE |  | 0 | 0 | 20580 |
| GE AEROSPACE | COM NEW | 369604301 |  | 1266700 | 4463 | SH |  | SOLE |  | 0 | 0 | 4463 |
| GE VERNOVA INC | COM | 36828A101 |  | 225208 | 258 | SH |  | SOLE |  | 0 | 0 | 258 |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 |  | 1153018 | 70177 | SH |  | SOLE |  | 0 | 0 | 70177 |
| HOME DEPOT INC | COM | 437076102 |  | 1314881 | 3997 | SH |  | SOLE |  | 0 | 0 | 3997 |
| IDEXX LABS INC | COM | 45168D104 |  | 677639 | 1206 | SH |  | SOLE |  | 0 | 0 | 1206 |
| INSULET CORP | COM | 45784P101 |  | 957080 | 4561 | SH |  | SOLE |  | 0 | 0 | 4561 |
| INTEL CORP | COM | 458140100 |  | 804665 | 18233 | SH |  | SOLE |  | 0 | 0 | 18233 |
| INTUIT | COM | 461202103 |  | 2019351 | 4670 | SH |  | SOLE |  | 0 | 0 | 4670 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1081194 | 1873 | SH |  | SOLE |  | 0 | 0 | 1873 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 961038 | 25014 | SH |  | SOLE |  | 0 | 0 | 25014 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 5709058 | 56716 | SH |  | SOLE |  | 0 | 0 | 56716 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 4073076 | 49328 | SH |  | SOLE |  | 0 | 0 | 49328 |
| ISHARES TR | CORE 60/40 BALAN | 464289867 |  | 424287 | 6593 | SH |  | SOLE |  | 0 | 0 | 6593 |
| ISHARES TR | CORE 80/20 AGGRE | 464289859 |  | 1340191 | 15145 | SH |  | SOLE |  | 0 | 0 | 15145 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 3970970 | 43863 | SH |  | SOLE |  | 0 | 0 | 43863 |
| ISHARES TR | CORE S ETF | 464287200 |  | 7834462 | 11993 | SH |  | SOLE |  | 0 | 0 | 11993 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 9065113 | 91317 | SH |  | SOLE |  | 0 | 0 | 91317 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 3518586 | 61957 | SH |  | SOLE |  | 0 | 0 | 61957 |
| ISHARES TR | NEW YORK MUN ETF | 464288323 |  | 485251 | 9135 | SH |  | SOLE |  | 0 | 0 | 9135 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1331414 | 3122 | SH |  | SOLE |  | 0 | 0 | 3122 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 1124807 | 8779 | SH |  | SOLE |  | 0 | 0 | 8779 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 2770397 | 11170 | SH |  | SOLE |  | 0 | 0 | 11170 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 2356679 | 6357 | SH |  | SOLE |  | 0 | 0 | 6357 |
| ISHARES TR | S 100 ETF | 464287101 |  | 2295281 | 7216 | SH |  | SOLE |  | 0 | 0 | 7216 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 2188677 | 19832 | SH |  | SOLE |  | 0 | 0 | 19832 |
| J P MORGAN EXCHANGE TRADED F | DIV RTN EM EQT | 46641Q308 |  | 651045 | 10479 | SH |  | SOLE |  | 0 | 0 | 10479 |
| J P MORGAN EXCHANGE TRADED F | DIV RTN INT EQ | 46641Q209 |  | 1808189 | 25381 | SH |  | SOLE |  | 0 | 0 | 25381 |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN DIVER | 46641Q407 |  | 410044 | 3149 | SH |  | SOLE |  | 0 | 0 | 3149 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 3362660 | 66442 | SH |  | SOLE |  | 0 | 0 | 66442 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 |  | 1060338 | 17291 | SH |  | SOLE |  | 0 | 0 | 17291 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 8199210 | 162779 | SH |  | SOLE |  | 0 | 0 | 162779 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1062898 | 3613 | SH |  | SOLE |  | 0 | 0 | 3613 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 366072 | 1713 | SH |  | SOLE |  | 0 | 0 | 1713 |
| MANAGER DIRECTED PORTFOLIOS | SANJAC ALPHA COR | 56170L687 |  | 1459386 | 58678 | SH |  | SOLE |  | 0 | 0 | 58678 |
| MANAGER DIRECTED PORTFOLIOS | SANJAC ALPHA LOW | 56170L679 |  | 1456851 | 57938 | SH |  | SOLE |  | 0 | 0 | 57938 |
| MANULIFE FINL CORP | COM | 56501R106 |  | 219311 | 6367 | SH |  | SOLE |  | 0 | 0 | 6367 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 495802 | 992 | SH |  | SOLE |  | 0 | 0 | 992 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 |  | 620261 | 12297 | SH |  | SOLE |  | 0 | 0 | 12297 |
| MCDONALDS CORP | COM | 580135101 |  | 1222470 | 3933 | SH |  | SOLE |  | 0 | 0 | 3933 |
| MERCK  CO INC | COM | 58933Y105 |  | 290895 | 2418 | SH |  | SOLE |  | 0 | 0 | 2418 |
| META PLATFORMS INC | CL A | 30303M102 |  | 5718985 | 9995 | SH |  | SOLE |  | 0 | 0 | 9995 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 1099036 | 3253 | SH |  | SOLE |  | 0 | 0 | 3253 |
| MICROSOFT CORP | COM | 594918104 |  | 12719744 | 34361 | SH |  | SOLE |  | 0 | 0 | 34361 |
| NETFLIX INC. | COM | 64110L106 |  | 276431 | 2875 | SH |  | SOLE |  | 0 | 0 | 2875 |
| NEW MTN FIN CORP | COM | 647551100 |  | 98552 | 12700 | SH |  | SOLE |  | 0 | 0 | 12700 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 8771847 | 50297 | SH |  | SOLE |  | 0 | 0 | 50297 |
| OAKTREE SPECIALTY LENDING | COM | 67401P405 |  | 768829 | 68037 | SH |  | SOLE |  | 0 | 0 | 68037 |
| ONEOK INC NEW | COM | 682680103 |  | 921981 | 10200 | SH |  | SOLE |  | 0 | 0 | 10200 |
| ORION S.A. | COM | L72967109 |  | 280690 | 43183 | SH |  | SOLE |  | 0 | 0 | 43183 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 300313 | 2053 | SH |  | SOLE |  | 0 | 0 | 2053 |
| PEPSICO INC | COM | 713448108 |  | 810889 | 5221 | SH |  | SOLE |  | 0 | 0 | 5221 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 464635 | 2810 | SH |  | SOLE |  | 0 | 0 | 2810 |
| PIMCO ETF TR | 15+ YR US TIPS | 72201R304 |  | 3062450 | 60012 | SH |  | SOLE |  | 0 | 0 | 60012 |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | 74316P579 |  | 373491 | 7067 | SH |  | SOLE |  | 0 | 0 | 7067 |
| PROGRESSIVE CORP | COM | 743315103 |  | 2106751 | 10627 | SH |  | SOLE |  | 0 | 0 | 10627 |
| PROSHARES TR | ULTRA BITCOIN ET | 74349Y704 |  | 323417 | 27785 | SH |  | SOLE |  | 0 | 0 | 27785 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 3812389 | 39025 | SH |  | SOLE |  | 0 | 0 | 39025 |
| QUALCOMM INC | COM | 747525103 |  | 2963170 | 23009 | SH |  | SOLE |  | 0 | 0 | 23009 |
| QUANTA SVCS INC | COM | 74762E102 |  | 1055796 | 1923 | SH |  | SOLE |  | 0 | 0 | 1923 |
| RLI CORP | COM | 749607107 |  | 247154 | 4333 | SH |  | SOLE |  | 0 | 0 | 4333 |
| S GLOBAL INC | COM | 78409V104 |  | 203763 | 479 | SH |  | SOLE |  | 0 | 0 | 479 |
| SALESFORCE INC | COM | 79466L302 |  | 2267107 | 12145 | SH |  | SOLE |  | 0 | 0 | 12145 |
| SANDISK CORP | COM | 80004C200 |  | 213474 | 336 | SH |  | SOLE |  | 0 | 0 | 336 |
| SAP SE | SPON ADR | 803054204 |  | 646147 | 3774 | SH |  | SOLE |  | 0 | 0 | 3774 |
| SAUL CTRS INC | COM | 804395101 |  | 1367024 | 41959 | SH |  | SOLE |  | 0 | 0 | 41959 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 5280398 | 181270 | SH |  | SOLE |  | 0 | 0 | 181270 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 4817474 | 181040 | SH |  | SOLE |  | 0 | 0 | 181040 |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 |  | 333037 | 3004 | SH |  | SOLE |  | 0 | 0 | 3004 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 302790 | 4942 | SH |  | SOLE |  | 0 | 0 | 4942 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 3678398 | 74506 | SH |  | SOLE |  | 0 | 0 | 74506 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 5981831 | 40800 | SH |  | SOLE |  | 0 | 0 | 40800 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 2336188 | 17578 | SH |  | SOLE |  | 0 | 0 | 17578 |
| SERVICENOW INC | COM | 81762P102 |  | 731745 | 6999 | SH |  | SOLE |  | 0 | 0 | 6999 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 3796879 | 8824 | SH |  | SOLE |  | 0 | 0 | 8824 |
| STARBUCKS CORP | COM | 855244109 |  | 243029 | 2712 | SH |  | SOLE |  | 0 | 0 | 2712 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 15763857 | 24239 | SH |  | SOLE |  | 0 | 0 | 24239 |
| TESLA INC | COM | 88160R101 |  | 1337185 | 3597 | SH |  | SOLE |  | 0 | 0 | 3597 |
| TJX COS INC NEW | COM | 872540109 |  | 329331 | 2062 | SH |  | SOLE |  | 0 | 0 | 2062 |
| TOYOTA MOTOR CORP | ADS | 892331307 |  | 698027 | 3387 | SH |  | SOLE |  | 0 | 0 | 3387 |
| TXO PARTNERS LP | COM UNIT | 87313P103 |  | 173830 | 13818 | SH |  | SOLE |  | 0 | 0 | 13818 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 246720 | 3430 | SH |  | SOLE |  | 0 | 0 | 3430 |
| UNITED PARCEL SVCS INC | CL B | 911312106 |  | 1563220 | 15889 | SH |  | SOLE |  | 0 | 0 | 15889 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 2332634 | 8620 | SH |  | SOLE |  | 0 | 0 | 8620 |
| US BANCORP | COM NEW | 902973304 |  | 247353 | 4755 | SH |  | SOLE |  | 0 | 0 | 4755 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 6292437 | 21911 | SH |  | SOLE |  | 0 | 0 | 21911 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 600930 | 1005 | SH |  | SOLE |  | 0 | 0 | 1005 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 454327 | 1734 | SH |  | SOLE |  | 0 | 0 | 1734 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 603861 | 1997 | SH |  | SOLE |  | 0 | 0 | 1997 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1150117 | 3585 | SH |  | SOLE |  | 0 | 0 | 3585 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 6898550 | 35160 | SH |  | SOLE |  | 0 | 0 | 35160 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 327289 | 2366 | SH |  | SOLE |  | 0 | 0 | 2366 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 4209608 | 84276 | SH |  | SOLE |  | 0 | 0 | 84276 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 4532964 | 54779 | SH |  | SOLE |  | 0 | 0 | 54779 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 211628 | 984 | SH |  | SOLE |  | 0 | 0 | 984 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1740491 | 27161 | SH |  | SOLE |  | 0 | 0 | 27161 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 2269810 | 15326 | SH |  | SOLE |  | 0 | 0 | 15326 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 436876 | 8702 | SH |  | SOLE |  | 0 | 0 | 8702 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 992046 | 3959 | SH |  | SOLE |  | 0 | 0 | 3959 |
| VISA INC | COM CL A | 92826C839 |  | 2332761 | 7718 | SH |  | SOLE |  | 0 | 0 | 7718 |
| WALKER  DUNLOP INC | COM | 93148P102 |  | 618657 | 13940 | SH |  | SOLE |  | 0 | 0 | 13940 |
| WALMART INC | COM | 931142103 |  | 621188 | 4998 | SH |  | SOLE |  | 0 | 0 | 4998 |

---