— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

3EDGE Asset Management, LP

Q4 2025 · Filed 2026-02-06
Market Value
$1.9B
+5.3%
Holdings
103
-4
New Purchases
6
Added To
50
Closed
11
Reduced
34
Top 10 Concentration
62.5%
Turnover
16.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BIL 11.99% 6.23% +5.76% $224M
HGER 6.18% 2.96% +3.22% $115M
PHYS 1.70% 0.00% +1.70% $32M
FLIN 1.59% 0.00% +1.59% $30M
CEF 1.41% 0.00% +1.41% $26M
TIP 2.77% 1.39% +1.38% $52M
VGIT 2.36% 1.12% +1.24% $44M
CLIP 1.41% 0.26% +1.16% $26M
BBJP 7.84% 7.07% +0.77% $146M
SPTI 1.65% 0.89% +0.76% $31M
SGOV 2.28% 1.61% +0.67% $43M
CMDT 0.53% 0.00% +0.53% $10M
CWI 1.99% 1.47% +0.51% $37M
VTIP 1.47% 1.02% +0.45% $27M
IEUS 0.37% 0.11% +0.26% $7M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GLDM 4.68% 11.65% -6.97% $87M
VT 2.80% 5.50% -2.70% $52M
PSLV 0.00% 1.94% -1.94% $0
VXUS 5.08% 6.81% -1.73% $95M
GDMN 0.00% 1.44% -1.44% $0
GBIL 0.79% 2.13% -1.35% $15M
RBIL 0.00% 1.10% -1.10% $0
STIP 6.12% 6.88% -0.76% $114M
PDBA 0.11% 0.83% -0.72% $2M
XHLF 1.77% 2.39% -0.63% $33M
STPZ 0.00% 0.57% -0.57% $0
QQQM 0.00% 0.56% -0.56% $0
SPEM 8.16% 8.55% -0.38% $152M
IVV 5.43% 5.67% -0.25% $101M
SPIP 1.65% 1.90% -0.24% $31M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 5 $203M 10.9%
Large Cap 38 $1.2B 62.6%
Mid Cap 17 $178M 9.5%
Small Cap 24 $270M 14.5%
Micro Cap 19 $47M 2.5%

Portfolio Analytics

Avg Market Cap
$62.7B
Median Market Cap
$6.7B
Avg P/E
4.9
Median P/E
2.6
Avg Dividend Yield
—%
Avg Beta
0.72
# Stocks
0
# ETFs / Funds
103

Top Holdings (103 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BIL 11.99% 2,448,032 $224M $91.38 $113M +1,244,528 +103.4%
2 SPEM 8.16% 3,253,661 $152M $46.81 $902K +18,037 +0.6%
3 BBJP 7.84% 2,218,289 $146M $65.94 $21M +330,376 +17.5%
4 HGER 6.18% 4,640,308 $115M $24.83 $63M +2,608,971 +128.4%
5 STIP 6.12% 1,115,702 $114M $102.40 -$8M -64,006 -5.4%
6 IVV 5.43% 147,784 $101M $684.94 $729K -2,364 -1.6%
7 VXUS 5.08% 1,256,968 $95M $75.44 -$26M -386,703 -23.5%
8 GLDM 4.68% 1,022,992 $87M $85.37 -$119M -1,677,204 -62.1%
9 IEF 4.20% 815,251 $78M $96.16 $7M +73,378 +9.9%
10 VT 2.80% 370,065 $52M $141.06 -$45M -337,363 -47.7%
11 TIP 2.77% 470,178 $52M $110.10 $27M +248,482 +112.1%
12 VGIT 2.36% 732,852 $44M $60.04 $24M +401,918 +121.5%
13 INDA 2.32% 801,706 $43M $54.02 -$2M -67,901 -7.8%
14 SGOV 2.28% 424,101 $43M $100.37 $14M +140,658 +49.6%
15 CWI 1.99% 1,026,563 $37M $36.09 $11M +274,957 +36.6%
16 GOVT 1.90% 1,540,508 $35M $23.02 -$825K -29,342 -1.9%
17 XHLF 1.77% 655,369 $33M $50.25 -$9M -184,931 -22.0%
18 PHYS 1.70% 953,100 $32M $33.21 +953,100 NEW
19 SPIP 1.65% 1,185,670 $31M $26.00 -$3M -91,542 -7.2%
20 SPTI 1.65% 1,066,465 $31M $28.89 $15M +521,853 +95.8%
21 FLIN 1.59% 768,126 $30M $38.59 +768,126 NEW
22 VTIP 1.47% 554,367 $27M $49.47 $9M +195,679 +54.5%
23 CLIP 1.41% 263,152 $26M $100.09 $22M +218,102 +484.1%
24 CEF 1.41% 556,287 $26M $47.22 +556,287 NEW
25 EWG 0.90% 391,987 $17M $42.75 $5M +118,274 +43.2%
26 GBIL 0.79% 146,414 $15M $100.25 -$23M -230,510 -61.2%
27 XLK 0.59% 75,456 $11M $145.20 $436K +37,963 +101.2%
28 CMDT 0.53% 354,628 $10M $27.99 +354,628 NEW
29 FLXR 0.38% 176,990 $7M $39.60 $2M +38,910 +28.2%
30 IEUS 0.37% 100,981 $7M $68.85 $5M +72,046 +249.0%
31 NUDM 0.33% 172,107 $6M $36.21 $344K +15,589 +10.0%
32 XLV 0.32% 38,055 $6M $155.59 $3M +18,754 +97.2%
33 XLF 0.31% 104,086 $6M $55.13 $1M +24,540 +30.9%
34 ESGE 0.30% 128,787 $6M $44.17 -$41K -3,166 -2.4%
35 DVYE 0.30% 177,304 $6M $31.16 $479K +7,354 +4.3%
36 QQQ 0.29% 8,810 $5M $617.58 -$3M -5,449 -38.2%
37 EDGI 0.29% 187,426 $5M $28.38 $192K +2,480 +1.3%
38 SCJ 0.27% 54,156 $5M $92.14 $1M +14,849 +37.8%
39 RING 0.27% 66,536 $5M $74.73 $793K +1,713 +2.6%
40 XLC 0.26% 41,269 $5M $118.23 $1M +12,382 +42.9%
41 EWX 0.26% 72,835 $5M $65.54 -$3M -38,918 -34.8%
42 XLY 0.24% 36,626 $4M $120.25 $1M +23,810 +185.8%
43 FEZ 0.21% 61,597 $4M $64.64 $1M +18,653 +43.4%
44 IGLD 0.21% 153,053 $4M $25.01 $346K +7,628 +5.2%
45 EFAS 0.20% 189,165 $4M $19.41 $318K +11,738 +6.6%
46 MCHI 0.19% 60,035 $4M $60.07 -$1M -10,148 -14.5%
47 XSVN 0.18% 70,412 $3M $48.04 $297K +6,376 +10.0%
48 XLI 0.18% 21,420 $3M $156.27 $819K +4,920 +29.8%
49 JEPI 0.16% 52,574 $3M $57.24 $208K +3,506 +7.2%
50 OOSP 0.16% 294,274 $3M $10.15 $255K +25,232 +9.4%
51 DFE 0.15% 38,792 $3M $72.06 $867K +11,208 +40.6%
52 EDGH 0.15% 91,827 $3M $30.42 -$9K -5,380 -5.5%
53 RISR 0.14% 74,373 $3M $36.11 -$321K -9,525 -11.3%
54 BKGI 0.14% 66,271 $3M $40.34 $286K +4,963 +8.1%
55 SPYI 0.14% 50,043 $3M $52.53 $219K +3,967 +8.6%
56 EDGF 0.12% 91,307 $2M $24.65 $205K +8,974 +10.9%
57 PWRD 0.12% 23,101 $2M $96.16 -$54K -191 -0.8%
58 CAIE 0.11% 79,364 $2M $26.74 +79,364 NEW
59 FGDL 0.11% 35,614 $2M $57.60 -$3M -56,315 -61.3%
60 PDBA 0.11% 59,824 $2M $34.00 -$13M -351,931 -85.5%
61 SUSA 0.10% 14,025 $2M $139.35 -$177K -1,691 -10.8%
62 XLP 0.10% 24,770 $2M $78.10 $476K +6,111 +32.8%
63 EDGU 0.10% 67,622 $2M $28.47 -$101K -4,841 -6.7%
64 VBR 0.08% 7,095 $2M $211.79 -$59K -385 -5.2%
65 IEMG 0.08% 21,781 $1M $67.22 $47K +277 +1.3%
66 TBUX 0.07% 26,474 $1M $49.85 $118K +2,358 +9.8%
67 CEFS 0.07% 57,009 $1M $23.04 $121K +4,624 +8.8%
68 SPTB 0.07% 42,915 $1M $30.43 -$42K -1,105 -2.5%
69 XLE 0.07% 27,052 $1M $44.93 $254K +16,383 +153.6%
70 PBDC 0.06% 37,887 $1M $30.60 $103K +4,637 +13.9%
71 FBTC 0.06% 14,105 $1M $76.23 -$407K -742 -5.0%
72 TPIF 0.06% 29,595 $1M $34.68 $147K +3,251 +12.3%
73 XLU 0.05% 22,546 $968K $42.91 $159K +13,257 +142.7%
74 BITB 0.05% 18,762 $892K $47.56 -$291K -249 -1.3%
75 MDY 0.04% 1,334 $805K $603.43 $156K +245 +22.5%
76 XLRE 0.04% 18,996 $773K $40.68 $184K +4,986 +35.6%
77 SPY 0.04% 997 $680K $681.92 $185K +254 +34.2%
78 XLB 0.04% 14,291 $653K $45.73 $72K +7,776 +119.4%
79 REMX 0.03% 8,461 $625K $73.92 $33K -544 -6.0%
80 BTC 0.03% 15,039 $582K $38.73 -$233K -1,071 -6.7%
81 VOO 0.03% 923 $579K $627.11 -$5K -31 -3.2%
82 EWJ 0.03% 6,772 $547K $80.74 -$521K -6,535 -49.1%
83 EWZ 0.03% 14,885 $473K $31.77 $23K +382 +2.6%
84 DFJ 0.02% 4,671 $450K $96.34 $19K +131 +2.9%
85 KWEB 0.02% 12,128 $413K $34.05 -$587K -11,677 -49.0%
86 SPLG 0.02% 5,002 $401K $80.22 $6K -40 -0.8%
87 IAU 0.02% 4,542 $369K $81.17 $35K -38 -0.8%
88 IJR 0.02% 2,982 $358K $120.18 +2,982 NEW
89 GLD 0.02% 733 $291K $396.52 $6K -66 -8.3%
90 TPLC 0.01% 5,646 $257K $45.45 -$35K -647 -10.3%
91 AGG 0.01% 2,213 $221K $99.87 -$819
92 IWF 0.01% 429 $203K $473.30 $2K
93 STPZ —% -$10M -186,196 -100.0% SOLD
94 QQQM —% -$10M -40,268 -100.0% SOLD
95 GDMN —% -$26M -325,038 -100.0% SOLD
96 PSLV —% -$34M -2,185,269 -100.0% SOLD
97 FXY —% -$361K -5,799 -100.0% SOLD
98 ETH —% -$326K -8,322 -100.0% SOLD
99 RBIL —% -$20M -390,454 -100.0% SOLD
100 SLV —% -$203K -4,785 -100.0% SOLD

New Positions

SymbolValue% Port
PHYS $32M 1.70%
FLIN $30M 1.59%
CEF $26M 1.41%
CMDT $10M 0.53%
CAIE $2M 0.11%
IJR $358K 0.02%

Sold Out Positions

SymbolValue% Port
GPIX —%
EUAD —%
PSLV —%
QQQM —%
ETH —%
RBIL —%
SLV —%
GDMN —%
FXY —%
STPZ —%
CRDT —%
View SEC EDGAR Filings for 3EDGE Asset Management, LP →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms