EDGEROCK CAPITAL LLC

PrivateCIK: 1908378
Location

DENVER, CO

126
Positions
$369.54M
Total AUM (reported)
6.08M
Total Shares

Allocation by class

TOTAL AUM$369.54M126 positions
ENHANCED LARGE$69.67M18.9%
COM$55.24M14.9%
NASDAQ 100 ETF$36.20M9.8%
INTRNL RES EQT$27.47M7.4%
SMITH UNCONSTRAI$19.58M5.3%
TOTAL BD ETF$16.15M4.4%
LNG/SHT EQUITY$14.19M3.8%

Portfolio Concentration

Top 336.1%4–1026.2%11–2521.4%Rest16.4%TOP 1062.3%0%100%
Top 3$133.34M36.1%
4–10$96.79M26.2%
11–25$78.96M21.4%
Rest$60.45M16.4%

Top 3 weight

36.1%

Top 10 weight

62.3%

Voting Authority Distribution

Total shares with voting rights: 6.08M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

6.08M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole126
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings126
Rows:

FIDELITY COVINGTON TRUST

SOLE
ENHANCED LARGE
Shares1.92M
TypeSH
Market value$69.67M
18.85%
Sole
0.00
Shared
0.00
None
1.92M

INVESCO EXCH TRADED FD TR II

SOLE
NASDAQ 100 ETF
Shares152.20K
TypeSH
Market value$36.20M
9.80%
Sole
0.00
Shared
0.00
None
152.20K

J P MORGAN EXCHANGE TRADED F

SOLE
INTRNL RES EQT
Shares362.48K
TypeSH
Market value$27.47M
7.43%
Sole
0.00
Shared
0.00
None
362.48K

FIRST TR EXCHNG TRADED FD VI

SOLE
SMITH UNCONSTRAI
Shares790.54K
TypeSH
Market value$19.58M
5.30%
Sole
0.00
Shared
0.00
None
790.54K

FIDELITY MERRIMACK STR TR

SOLE
TOTAL BD ETF
Shares354.10K
TypeSH
Market value$16.15M
4.37%
Sole
0.00
Shared
0.00
None
354.10K

FIRST TR EXCH TRADED FD III

SOLE
LNG/SHT EQUITY
Shares201.49K
TypeSH
Market value$14.19M
3.84%
Sole
0.00
Shared
0.00
None
201.49K

VANGUARD INDEX FDS

SOLE
VALUE ETF
Shares70.51K
TypeSH
Market value$13.85M
3.75%
Sole
0.00
Shared
0.00
None
70.51K

LAZARD ACTIVE ETF TR

SOLE
US SYSTEMATIC SM
Shares526.02K
TypeSH
Market value$13.73M
3.72%
Sole
0.00
Shared
0.00
None
526.02K

ETF SER SOLUTIONS

SOLE
APTUS COLLRD INV
Shares230.90K
TypeSH
Market value$9.70M
2.62%
Sole
0.00
Shared
0.00
None
230.90K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares14.69K
TypeSH
Market value$9.60M
2.60%
Sole
0.00
Shared
0.00
None
14.69K

APPLE INC

SOLE
COM
Shares29.22K
TypeSH
Market value$7.42M
2.01%
Sole
0.00
Shared
0.00
None
29.22K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares12.19K
TypeSH
Market value$7.28M
1.97%
Sole
0.00
Shared
0.00
None
12.19K

FIRST TR EXCHANGE-TRADED FD

SOLE
FST LOW OPPT EFT
Shares144.18K
TypeSH
Market value$7.18M
1.94%
Sole
0.00
Shared
0.00
None
144.18K

ETF SER SOLUTIONS

SOLE
APTUS DEFINED
Shares262.10K
TypeSH
Market value$7.16M
1.94%
Sole
0.00
Shared
0.00
None
262.10K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares12.20K
TypeSH
Market value$7.04M
1.90%
Sole
0.00
Shared
0.00
None
12.20K

NVIDIA CORPORATION

SOLE
COM
Shares39.72K
TypeSH
Market value$6.93M
1.87%
Sole
0.00
Shared
0.00
None
39.72K

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares17.33K
TypeSH
Market value$5.56M
1.50%
Sole
0.00
Shared
0.00
None
17.33K

FIRST TR EXCHANGE-TRADED FD

SOLE
FIRST TR ENH NEW
Shares89.63K
TypeSH
Market value$5.36M
1.45%
Sole
0.00
Shared
0.00
None
89.63K

MICROSOFT CORP

SOLE
COM
Shares11.55K
TypeSH
Market value$4.28M
1.16%
Sole
0.00
Shared
0.00
None
11.55K

FIRST TR EXCH TRADED FD III

SOLE
MANAGD MUN ETF
Shares76.36K
TypeSH
Market value$3.87M
1.05%
Sole
0.00
Shared
0.00
None
76.36K

ALPHABET INC

SOLE
CAP STK CL A
Shares12.51K
TypeSH
Market value$3.60M
0.97%
Sole
0.00
Shared
0.00
None
12.51K

INVESCO EXCH TRADED FD TR II

SOLE
SHORT TERM TREAS
Shares32.99K
TypeSH
Market value$3.48M
0.94%
Sole
0.00
Shared
0.00
None
32.99K

AMAZON COM INC

SOLE
COM
Shares16.55K
TypeSH
Market value$3.45M
0.93%
Sole
0.00
Shared
0.00
None
16.55K

JANUS DETROIT STR TR

SOLE
HENDRSON AAA CL
Shares63.26K
TypeSH
Market value$3.28M
0.89%
Sole
0.00
Shared
0.00
None
63.26K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares4.72K
TypeSH
Market value$3.07M
0.83%
Sole
0.00
Shared
0.00
None
4.72K
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