Wedbush Fund Advisers, LLC

CIK 2070852
League rank
#38
in — · #7230 overall
Long book
$863.4M
Q1 2026
Positions
77
Top-10 weight
47%
concentration
Last quarter
-11.0%
SPY -4.4%
Turnover
65%
of book per quarter

Strategy in plain words

auto-generated from filings

Wedbush Fund Advisers, LLC is an institutional manager, running a $863.4M US long book across 77 positions.

The portfolio is moderately concentrated (top 10 ≈ 47% of the book). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: APPLE INC, AMAZON.COM INC, NVIDIA CORP, TAIWAN SEMICONDUCTOR-SP ADR, BROADCOM INC.

Sector allocation

Technology
82%
Industrials
9%
Consumer discretionary
5%
Financials
2%
Utilities
1%
Services media
0%
Healthcare
0%
Other
0%

Long book by quarter

$966.7M
Q4 2025
$863.4M
Q1 2026

What does Wedbush Fund own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AAPL APPLE INCTechnology173.9K$44.1M5.1%+2.5%
AMZN AMAZON.COM INCConsumer discretionary204.6K$42.6M4.9%+0.6%
NVDA NVIDIA CORPTechnology242.7K$42.3M4.9%-9.9%
AVGO BROADCOM INCTechnology130.4K$40.4M4.7%+3.1%
MSFT MICROSOFT CORPTechnology109.0K$40.3M4.7%+11.1%
GOOGL ALPHABET INC-CL ATechnology139.9K$40.2M4.7%-5.3%
TSLA TESLA INCIndustrials106.4K$39.5M4.6%+8.7%
META META PLATFORMS INC-CLASS ATechnology68.2K$39.0M4.5%-2.8%
AMD ADVANCED MICRO DEVICESTechnology178.7K$36.4M4.2%-0.8%
GEV GE VERNOVA INCIndustrials39.2K$34.2M4.0%-19.1%
PLTR PALANTIR TECHNOLOGIES INC-ATechnology232.0K$33.9M3.9%+7.7%
IBM INTL BUSINESS MACHINES CORPTechnology130.0K$31.5M3.6%+10.3%
ORCL ORACLE CORPTechnology213.8K$31.4M3.6%+8.2%
MU MICRON TECHNOLOGY INCTechnology90.1K$30.5M3.5%-39.5%
CRM SALESFORCE INCTechnology154.6K$28.9M3.3%New
SHOP SHOPIFY INC - CLASS ATechnology233.8K$27.7M3.2%+15.3%
PANW PALO ALTO NETWORKS INCTechnology167.7K$26.9M3.1%+7.0%
NOW SERVICENOW INCTechnology238.4K$24.9M2.9%New
CRWD CROWDSTRIKE HOLDINGS INC - ATechnology60.0K$23.4M2.7%+2.8%
SNOW SNOWFLAKE INCTechnology127.3K$19.2M2.2%+7.6%
CRWV COREWEAVE INC-CL ATechnology228.9K$17.7M2.1%-9.3%
NBIS NEBIUS GROUP NVTechnology159.2K$16.5M1.9%-23.2%
MDB MONGODB INCTechnology66.9K$16.4M1.9%+32.5%
ZS ZSCALER INCTechnology106.8K$15.0M1.7%+28.4%
IREN IREN LTDFinancials371.2K$12.7M1.5%-8.7%
PEGA PEGASYSTEMS INCTechnology271.8K$11.6M1.3%+19.4%
OKLO OKLO INCUtilities230.5K$11.4M1.3%+26.0%
INOD INNODATA INCTechnology236.7K$9.1M1.1%+13.7%
MSI MOTOROLA SOLUTIONS INCTechnology105$46K0.0%New
DAL DELTA AIR LINES INCIndustrials609$40K0.0%New
CDNS CADENCE DESIGN SYS INCTechnology135$38K0.0%New
LNG CHENIERE ENERGY INCUtilities131$37K0.0%New
UAL UNITED AIRLINES HOLDINGS INCIndustrials400$37K0.0%New
SPGI S&P GLOBAL INCServices media81$34K0.0%New
MELI MERCADOLIBRE INCServices media18$31K0.0%New
STLD STEEL DYNAMICS INCIndustrials147$26K0.0%New
VRTX VERTEX PHARMACEUTICALS INCHealthcare57$25K0.0%New
ANET ARISTA NETWORKS INCTechnology204$25K0.0%New
MA MASTERCARD INC - AServices media48$24K0.0%New
TRGP TARGA RESOURCES CORPUtilities94$24K0.0%New
PCG P G & E CORPUtilities1.2K$21K0.0%New
ISRG INTUITIVE SURGICAL INCHealthcare45$21K0.0%New
LIN LINDE PLCMaterials41$20K0.0%New
BLK BLACKROCK INCFinancials21$20K0.0%New
GE GENERAL ELECTRICIndustrials71$20K0.0%New
FSLR FIRST SOLAR INCTechnology102$20K0.0%New
WDC WESTERN DIGITAL CORPTechnology71$19K0.0%New
V VISA INC-CLASS A SHARESServices media61$18K0.0%New
CI THE CIGNA GROUPFinancials67$18K0.0%New
ACGL ARCH CAPITAL GROUP LTDFinancials176$17K0.0%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRAug 4, 202677$863.4M canonicalSEC ↗
Q4 202513F-HRJul 23, 202630$966.7M canonicalSEC ↗