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CIK: 0002105396
Total reported value
$1.1B
$1.1B
223 檔
30.0%
During the Q1 2026 filing period, Legacy Edge Advisors, LLC (CIK: 0002105396) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 223 reported positions.
Legacy Edge Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 17 new positions while fully exiting 11 holdings and trimming 100 positions.
Showing top 200 holdings (of 223 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 11.84% | -1.42% | +9.57% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.58% | -0.47% | +4.12% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.98% | -0.37% | -2.58% | |
| 4 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 4.11% | +0.08% | +5.40% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.77% | +0.09% | +11.56% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 2.92% | -0.13% | +10.00% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.69% | +0.07% | -1.80% | |
| 8 | FPEI | First Trust Institutional Pr | ETF-Other | 2.43% | -0.20% | +8.11% | |
| 9 | SUB | Ishares Short-term National | ETF-Other | 2.19% | -0.24% | +3.87% | |
| 10 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.15% | +0.55% | +90.22% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.15% | +0.06% | +0.29% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.03% | — | -11.45% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.02% | -0.18% | -10.52% | |
| 14 | NYF | Ishares New York Muni Bond E | ETF-Other | 1.96% | -0.15% | +19.32% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.92% | -0.10% | -6.62% | |
| 16 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 1.71% | +0.03% | +6.03% | |
| 17 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.65% | +0.02% | +1.59% | |
| 18 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.60% | +0.69% | -8.74% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.54% | +0.08% | -32.80% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.45% | -0.09% | -6.05% | |
| 21 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.36% | +0.27% | +13.13% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | -0.16% | +1.72% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.29% | -0.20% | -0.81% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.22% | +0.04% | +2577.74% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.12% | +0.02% | -4.94% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.07% | +0.09% | -2.36% | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.05% | -0.01% | +0.02% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +0.04% | -5.25% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.90% | -0.07% | +281.08% | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.86% | -0.02% | -2.01% | |
| 31 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.83% | -0.11% | +4.04% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.82% | +0.55% | +2861.84% | |
| 33 | XJUN | Ft Vest U.s. Equity Enhance | ETF-Other | 0.68% | — | -7.70% | |
| 34 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.66% | — | +0.37% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | -0.02% | +2.02% | |
| 36 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.62% | +0.40% | — | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.56% | -0.02% | -0.25% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.54% | +0.21% | +6.84% | |
| 39 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.53% | -0.03% | +27.53% | |
| 40 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 0.51% | +0.01% | +14.65% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | — | -2.37% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.10% | -1.20% | |
| 43 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.46% | +0.03% | +44.09% | |
| 44 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.42% | -0.02% | +10.19% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | -0.01% | -0.14% | |
| 46 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.37% | +0.01% | +18.18% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.36% | -0.02% | -12.38% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.35% | +0.02% | -0.70% | |
| 49 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.34% | -0.02% | +4.92% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.28% | +0.02% | -1.64% |
According to official SEC Form 13F filings, Legacy Edge Advisors, LLC reported a total U.S. public equity portfolio value of $1.1B across 223 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VCIT, IEFA, IWD) accounted for 30.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
JTEK
市值: $5.9M
Top Position Liquidated / Trimmed
OEF
前期市值: $481.5K
During Q1 2026, Legacy Edge Advisors, LLC's top holdings by market value included VCIT (11.8%)、IEFA (9.6%)、IWD (5.0%). The largest single position, VCIT, represented 11.8% of total portfolio value.
In Q1 2026, Legacy Edge Advisors, LLC made 196 total portfolio adjustments, initiating 17 new buys, adding to 68 positions, trimming 100 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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