Legacy Edge Advisors, LLC
CIK: 0002105396Latest portfolio: $913.5M · Q4 2025
Holdings
217
Total Value
$913.5M
New Positions
216
Closed Positions
0
Top Holdings
View All 217 Holdings →| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VCITVANGUARD SCOTTSDALE FDS | 1,241,883 | $104.0M | 11.39% | |
| 2 | AQLTISHARES TR | 966,892 | $86.5M | 9.47% | |
| 3 | IWDISHARES TR | 227,640 | $47.9M | 5.24% | |
| 4 | EMXCISHARES INC | 471,603 | $34.3M | 3.75% | |
| 5 | IWRISHARES TR | 330,997 | $31.9M | 3.49% | |
| 6 | IWFISHARES TR | 61,059 | $28.9M | 3.16% | |
| 7 | MUBISHARES TR | 237,517 | $25.4M | 2.78% | |
| 8 | VUGVANGUARD INDEX FDS | 46,722 | $22.8M | 2.50% | |
| 9 | QUALISHARES TR | 113,890 | $22.6M | 2.48% | |
| 10 | FPEIFIRST TR EXCH TRADED FD III | 1,123,229 | $21.8M | 2.38% | |
| 11 | SPSMSPDR SERIES TRUST | 450,872 | $21.1M | 2.31% | |
| 12 | SUBISHARES TR | 188,645 | $20.1M | 2.20% | |
| 13 | SCHDSCHWAB STRATEGIC TR | 701,321 | $19.2M | 2.11% | |
| 14 | VTVVANGUARD INDEX FDS | 99,732 | $19.0M | 2.09% | |
| 15 | MSFTMICROSOFT CORP | 33,488 | $16.2M | 1.77% | |
| 16 | NYFISHARES TR | 293,971 | $15.7M | 1.72% | |
| 17 | IYJISHARES TR | 104,036 | $15.4M | 1.69% | |
| 18 | SOXXISHARES TR | 50,860 | $15.3M | 1.68% | |
| 19 | JEPIJ P MORGAN EXCHANGE TRADED F | 259,111 | $14.8M | 1.62% | |
| 20 | GRIDFIRST TR EXCHANGE TRADED FD | 94,292 | $14.4M | 1.58% | |
| 21 | CIBRFIRST TR EXCHANGE TRADED FD | 183,006 | $13.1M | 1.43% | |
| 22 | VTEBVANGUARD MUN BD FDS | 248,704 | $12.5M | 1.37% | |
| 23 | SPYSPDR S&P 500 ETF TR | 17,252 | $11.8M | 1.29% | |
| 24 | AAPLAPPLE INC | 40,887 | $11.1M | 1.22% | |
| 25 | JPIEJ P MORGAN EXCHANGE TRADED F | 233,624 | $10.8M | 1.18% |
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.619511115634531e+45T)
Unknown0.0% ($8.649826832132183e+28T)
Healthcare0.0% ($1.2691265960916503e+28T)
Industrials0.0% ($526525484339294.3T)
Communication Services0.0% ($5098213815641.0T)
Consumer Defensive0.0% ($1738606531508.5T)
Consumer Cyclical0.0% ($43851082.5T)
Basic Materials0.0% ($466.3B)
Utilities0.0% ($343.2B)
Energy0.0% ($350.3M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 2, 2026 | $913.5M | 217 |
Fund Information
Legacy Edge Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $913.5M across 217 holdings. The largest position is VANGUARD SCOTTSDALE FDS (VCIT), representing 11.4% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.