WEALTHEDGE INVESTMENT ADVISORS, LLC SJCP β€” MANAGER DIRECTED PORTFOLIOS

Ownership history in WEALTHEDGE INVESTMENT ADVISORS, LLC  Β·  4 quarters on record

AI Ownership Summary

WEALTHEDGE INVESTMENT ADVISORS, LLC reported MANAGER DIRECTED PORTFOLIOS (SJCP) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.61% in 2025 Q4. The latest visible filing shows SJCP at 0.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SJCP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTHEDGE INVESTMENT ADVISORS, LLC's position in MANAGER DIRECTED PORTFOLIOS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SJCP was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SJCP stock page WEALTHEDGE INVESTMENT ADVISORS, LLC fund profile WEALTHEDGE INVESTMENT ADVISORS, LLC full holdings
How WEALTHEDGE INVESTMENT ADVISORS, LLC held SJCP β€” position size vs. price
% of Fund (quarterly)    SJCP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 56,316 -2,362 -4.0% 0.48% $1.4M 2026-07-21 $24.77
2026 Q1 REDUCED 10.9% +1.1% ❌ 58,678 -7,180 -10.9% 0.54% $1.5M 2026-05-08 $24.77
2025 Q4 ADDED β€” β€” β€” 65,858 +23,578 +55.8% 0.61% $1.7M 2026-02-17 $24.73
2025 Q3 INITIATED β€” β€” β€” 42,280 β€” β€” 0.40% $1.1M 2025-11-12 $24.40

🏒 Other funds also holding SJCP

As of 2026 Q2 β€” sorted by position size

Brookwood Investment Group LLC 0.48% Integrated Wealth Concepts LLC 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%

FAQ About WEALTHEDGE INVESTMENT ADVISORS, LLC and SJCP

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTHEDGE INVESTMENT ADVISORS, LLC reported owning SJCP?

WEALTHEDGE INVESTMENT ADVISORS, LLC reported SJCP across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported SJCP position in WEALTHEDGE INVESTMENT ADVISORS, LLC's portfolio?

The largest reported portfolio weight for SJCP was 0.61% in 2025 Q4.

What is the latest reported SJCP position on this page?

The most recent filing on this page is 2026 Q2, when WEALTHEDGE INVESTMENT ADVISORS, LLC reported 56,316 shares, equal to 0.48% of portfolio, with an estimated market value of $1.4M.

What does the chart on this SJCP ownership page compare?

The chart compares WEALTHEDGE INVESTMENT ADVISORS, LLC's quarterly SJCP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEALTHEDGE INVESTMENT ADVISORS, LLC time their SJCP position?

Based on 13F filing dates vs. subsequent SJCP price moves, WEALTHEDGE INVESTMENT ADVISORS, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on SJCP relative to SPY over the holding period was +1925.5%.

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