Legacy Edge Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2105396
Institutional-grade research for retail investors
13F Reported Value
ⓘ$951.4M
Holdings
223
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Legacy Edge Advisors, LLC disclosed 223 positions worth $951.4M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 5 new positions and exited 6 — including a new stake in $COP and a full exit from $C. The portfolio is most concentrated in Other (90.8% of disclosed assets). All figures are sourced directly from Legacy Edge Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 2105396.
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD SCOTTSDALE FDS
—Quality
$112.6M1,360,788 shISHARES TR
—Quality
$91.1M1,006,724 shISHARES TR
—Quality
$47.4M221,763 shISHARES INC
—Quality
$39.1M497,080 shISHARES TR
—Quality
$35.9M369,247 shISHARES TR
—Quality
$27.7M261,266 shISHARES TR
—Quality
$25.6M59,957 shFIRST TR EXCH TRADED FD III
—Quality
$23.1M1,214,315 shISHARES TR
—Quality
$20.9M195,954 shJ P MORGAN EXCHANGE TRADED F
—Quality
$20.5M444,395 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | — | $112.6M | 1,360,788 |
| ISHARES TR | — | $91.1M | 1,006,724 |
| ISHARES TR | — | $47.4M | 221,763 |
| ISHARES INC | — | $39.1M | 497,080 |
| ISHARES TR | — | $35.9M | 369,247 |
| ISHARES TR | — | $27.7M | 261,266 |
| ISHARES TR | — | $25.6M | 59,957 |
| FIRST TR EXCH TRADED FD III | — | $23.1M | 1,214,315 |
| ISHARES TR | — | $20.9M | 195,954 |
| J P MORGAN EXCHANGE TRADED F | — | $20.5M | 444,395 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Legacy Edge Advisors, LLC's 223 positions.
Showing top 10 of 223 holdings.
Sector Allocation
Other
$863.4M
Technology
$44.6M
Financials
$17.1M
Consumer Discretionary
$8.1M
Healthcare
$5.9M
Industrials
$4.3M
Consumer Staples
$2.8M
Communication Services
$1.6M
Full Holdings — Legacy Edge Advisors, LLC (Q1 2026)
All 223 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD SCOTTSDALE FDS | $112.6M | 11.8% | +10% | — |
| 2 | — | ISHARES TR | $91.1M | 9.6% | +4% | — |
| 3 | — | ISHARES TR | $47.4M | 5.0% | -3% | — |
| 4 | — | ISHARES INC | $39.1M | 4.1% | +5% | — |
| 5 | — | ISHARES TR | $35.9M | 3.8% | +12% | — |
| 6 | — | ISHARES TR | $27.7M | 2.9% | +10% | — |
| 7 | — | ISHARES TR | $25.6M | 2.7% | -2% | — |
| 8 | — | FIRST TR EXCH TRADED FD III | $23.1M | 2.4% | +8% | — |
| 9 | — | ISHARES TR | $20.9M | 2.2% | +4% | — |
| 10 | — | J P MORGAN EXCHANGE TRADED F | $20.5M | 2.1% | +90% | — |
| 11 | — | VANGUARD INDEX FDS | $20.5M | 2.1% | +0% | — |
| 12 | — | ISHARES TR | $19.3M | 2.0% | -11% | — |
| 13 | — | SCHWAB STRATEGIC TR | $19.3M | 2.0% | -11% | — |
| 14 | — | ISHARES TR | $18.6M | 2.0% | +19% | — |
| 15 | — | VANGUARD INDEX FDS | $18.3M | 1.9% | -7% | — |
| 16 | — | ISHARES TR | $16.3M | 1.7% | +6% | — |
| 17 | — | FIRST TR EXCHANGE-TRADED FD | $15.7M | 1.6% | +2% | — |
| 18 | — | ISHARES TR | $15.3M | 1.6% | -9% | — |
| 19 | — | SPDR SERIES TRUST | $14.6M | 1.5% | -33% | — |
| 20 | — | J P MORGAN EXCHANGE TRADED F | $13.8M | 1.4% | -6% | — |
| 21 | — | FIRST TR EXCHANGE-TRADED FD | $13.0M | 1.4% | +13% | — |
| 22 |  $MSFT | MICROSOFT CORP | $12.6M | 1.3% | +2% | 83.7 |
| 23 | — | VANGUARD MUN BD FDS | $12.3M | 1.3% | -1% | — |
| 24 | — | AMERICAN CENTY ETF TR | $11.6M | 1.2% | +2578% | — |
| 25 |  $SPY | SPDR S&P 500 ETF TRUST | $10.7M | 1.1% | -5% | — |
| 26 |  $AAPL | Apple Inc. | $10.1M | 1.1% | -2% | 76.1 |
| 27 | — | ISHARES TR | $10.0M | 1.1% | +0% | — |
| 28 | — | ISHARES TR | $9.3M | 1.0% | -5% | — |
| 29 | — | SELECT SECTOR SPDR TR | $8.6M | 0.9% | +281% | — |
| 30 | — | ISHARES TR | $8.2M | 0.9% | -2% | — |
| 31 | — | SPDR SERIES TRUST | $7.9M | 0.8% | +4% | — |
| 32 | — | VANGUARD SCOTTSDALE FDS | $7.8M | 0.8% | +2862% | — |
| 33 | — | FIRST TR EXCHNG TRADED FD VI | $6.5M | 0.7% | -8% | — |
| 34 | — | VANGUARD SCOTTSDALE FDS | $6.3M | 0.7% | +0% | — |
| 35 |  $NVDA | NVIDIA CORP | $6.1M | 0.6% | +2% | 90.2 |
| 36 | — | J P MORGAN EXCHANGE TRADED F | $5.9M | 0.6% | -16% | — |
| 37 | — | VANGUARD INDEX FDS | $5.3M | 0.6% | -0% | — |
| 38 | — | ISHARES INC | $5.1M | 0.5% | +7% | — |
| 39 | — | ISHARES TR | $5.1M | 0.5% | +28% | — |
| 40 | — | J P MORGAN EXCHANGE TRADED F | $4.8M | 0.5% | +15% | — |
| 41 | — | VANGUARD INDEX FDS | $4.6M | 0.5% | -2% | — |
| 42 |  $GOOG | Alphabet Inc. | $4.6M | 0.5% | -1% | 80.2 |
| 43 | — | J P MORGAN EXCHANGE TRADED F | $4.4M | 0.5% | +44% | — |
| 44 | — | ISHARES TR | $4.0M | 0.4% | +10% | — |
| 45 |  $AMZN | AMAZON COM INC | $4.0M | 0.4% | -0% | 74.6 |
| 46 | — | J P MORGAN EXCHANGE TRADED F | $3.5M | 0.4% | +18% | — |
| 47 | — | VANGUARD TAX-MANAGED FDS | $3.4M | 0.4% | -12% | — |
| 48 | — | ISHARES TR | $3.3M | 0.3% | -1% | — |
| 49 | — | NUSHARES ETF TR | $3.3M | 0.3% | +5% | — |
| 50 |  $AVGO | Broadcom Inc. | $2.7M | 0.3% | -2% | 86.4 |
| 51 | — | AMERICAN CENTY ETF TR | $2.7M | 0.3% | +19% | — |
| 52 |  $JPM | JPMORGAN CHASE & CO | $2.6M | 0.3% | -1% | 35.6 |
| 53 | — | VANGUARD INDEX FDS | $2.6M | 0.3% | +2% | — |
| 54 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.5M | 0.3% | -0% | 64.5 |
| 55 | — | ISHARES TR | $2.4M | 0.3% | -2% | — |
| 56 | — | J P MORGAN EXCHANGE TRADED F | $2.4M | 0.3% | -43% | — |
| 57 | — | ISHARES TR | $2.2M | 0.2% | -51% | — |
| 58 | — | J P MORGAN EXCHANGE TRADED F | $2.2M | 0.2% | +22% | — |
| 59 | — | NUSHARES ETF TR | $2.2M | 0.2% | +8% | — |
| 60 | — | VANGUARD INTL EQUITY INDEX F | $2.0M | 0.2% | -1% | — |
| 61 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.0M | 0.2% | -0% | 67 |
| 62 |  $GOOGL | Alphabet Inc. | $1.9M | 0.2% | -1% | 80.2 |
| 63 | — | ISHARES TR | $1.9M | 0.2% | -0% | — |
| 64 | — | VANGUARD INDEX FDS | $1.9M | 0.2% | -3% | — |
| 65 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $1.8M | 0.2% | +12% | — |
| 66 |  $AXP | AMERICAN EXPRESS CO | $1.8M | 0.2% | -1% | 73.2 |
| 67 | — | SELECT SECTOR SPDR TR | $1.8M | 0.2% | +26% | — |
| 68 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.8M | 0.2% | +1% | — |
| 69 | — | ISHARES TR | $1.7M | 0.2% | +18% | — |
| 70 | — | ISHARES TR | $1.7M | 0.2% | -6% | — |
| 71 | — | J P MORGAN EXCHANGE TRADED F | $1.7M | 0.2% | -1% | — |
| 72 | — | VANGUARD SCOTTSDALE FDS | $1.7M | 0.2% | -0% | — |
| 73 | — | FIRST TR EXCHNG TRADED FD VI | $1.6M | 0.2% | +11% | — |
| 74 | — | BLACKROCK ETF TRUST II | $1.6M | 0.2% | +6% | — |
| 75 | — | SPDR SERIES TRUST | $1.6M | 0.2% | +14% | — |
| 76 |  $JNJ | JOHNSON & JOHNSON | $1.5M | 0.2% | -1% | 72.8 |
| 77 | — | VANGUARD INDEX FDS | $1.5M | 0.2% | -24% | — |
| 78 | — | SPDR INDEX SHS FDS | $1.5M | 0.1% | -2% | — |
| 79 |  $MA | Mastercard Inc | $1.4M | 0.1% | -2% | 81.7 |
| 80 | — | ISHARES TR | $1.4M | 0.1% | -3% | — |
| 81 | — | SPDR SERIES TRUST | $1.4M | 0.1% | +12% | — |
| 82 |  $META | Meta Platforms, Inc. | $1.3M | 0.1% | -1% | 80.9 |
| 83 | — | VANGUARD INDEX FDS | $1.3M | 0.1% | -2% | — |
| 84 |  $V | VISA INC. | $1.3M | 0.1% | -2% | 83.5 |
| 85 | — | ISHARES TR | $1.3M | 0.1% | -3% | — |
| 86 | — | FIRST TR EXCHNG TRADED FD VI | $1.3M | 0.1% | -5% | — |
| 87 |  $LRCX | LAM RESEARCH CORP | $1.2M | 0.1% | -5% | 82.4 |
| 88 | — | ISHARES TR | $1.2M | 0.1% | +22% | — |
| 89 |  $ABBV | AbbVie Inc. | $1.2M | 0.1% | -3% | 59.3 |
| 90 | — | SPDR SERIES TRUST | $1.2M | 0.1% | +47% | — |
| 91 | — | VANGUARD INDEX FDS | $1.2M | 0.1% | -1% | — |
| 92 |  $NU | Nu Holdings Ltd. | $1.1M | 0.1% | +24% | — |
| 93 | — | VANGUARD INDEX FDS | $1.1M | 0.1% | -29% | — |
| 94 |  $NFLX | NETFLIX INC | $1.1M | 0.1% | +2% | 86.7 |
| 95 | — | ISHARES TR | $1.1M | 0.1% | +12% | — |
| 96 | — | SPDR SERIES TRUST | $1.0M | 0.1% | +2% | — |
| 97 | — | SPDR INDEX SHS FDS | $1.0M | 0.1% | +2% | — |
| 98 |  $HD | HOME DEPOT, INC. | $1.0M | 0.1% | -2% | 69.2 |
| 99 | — | VANGUARD WORLD FD | $978,216 | 0.1% | +3% | — |
| 100 | — | SCHWAB STRATEGIC TR | $972,944 | 0.1% | -5% | — |
| 101 | — | ISHARES TR | $862,556 | 0.1% | -11% | — |
| 102 | — | SSGA ACTIVE ETF TR | $859,157 | 0.1% | -12% | — |
| 103 |  $LLY | ELI LILLY & Co | $822,307 | 0.1% | +0% | 89.3 |
| 104 | — | ISHARES TR | $797,390 | 0.1% | -53% | — |
| 105 | — | ISHARES TR | $775,146 | 0.1% | -2% | — |
| 106 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $732,380 | 0.1% | -6% | 63.7 |
| 107 | — | ISHARES TR | $698,454 | 0.1% | -1% | — |
| 108 | — | FIRST TR EXCHANGE-TRADED FD | $695,896 | 0.1% | +0% | — |
| 109 | — | FIRST TR EXCHANGE-TRADED FD | $691,183 | 0.1% | +14% | — |
| 110 | — | ISHARES TR | $681,065 | 0.1% | -91% | — |
| 111 | — | VANGUARD SCOTTSDALE FDS | $667,590 | 0.1% | -14% | — |
| 112 | — | ISHARES TR | $660,055 | 0.1% | -16% | — |
| 113 | — | BLACKROCK ETF TRUST | $659,813 | 0.1% | +7% | — |
| 114 |  $KO | COCA COLA CO | $656,074 | 0.1% | -1% | 74 |
| 115 | — | BLACKROCK ETF TRUST | $646,218 | 0.1% | -3% | — |
| 116 |  $CAT | CATERPILLAR INC | $638,322 | 0.1% | -2% | 67.8 |
| 117 | — | BLACKROCK ETF TRUST II | $635,057 | 0.1% | +45% | — |
| 118 | — | VANGUARD SCOTTSDALE FDS | $597,814 | 0.1% | +0% | — |
| 119 |  $QCOM | QUALCOMM INC/DE | $597,282 | 0.1% | +6% | 81.9 |
| 120 | — | BLACKROCK ETF TRUST | $591,283 | 0.1% | -23% | — |
| 121 | — | VANGUARD INDEX FDS | $590,229 | 0.1% | -29% | — |
| 122 | — | ISHARES TR | $586,659 | 0.1% | +57% | — |
| 123 |  $WMT | Walmart Inc. | $564,998 | 0.1% | -5% | 63.2 |
| 124 |  $PEP | PEPSICO INC | $546,829 | 0.1% | -1% | 62.7 |
| 125 | — | ISHARES TR | $545,802 | 0.1% | +13% | — |
| 126 | — | VANGUARD WHITEHALL FDS | $545,226 | 0.1% | +13% | — |
| 127 |  $RIO | RIO TINTO PLC | $542,295 | 0.1% | -0% | — |
| 128 | — | ISHARES TR | $540,372 | 0.1% | +32% | — |
| 129 |  $TXN | TEXAS INSTRUMENTS INC | $537,808 | 0.1% | -2% | 70.4 |
| 130 |  $HON | HONEYWELL INTERNATIONAL INC | $535,691 | 0.1% | -5% | 65.7 |
| 131 |  $PH | Parker-Hannifin Corp | $535,354 | 0.1% | -0% | 73.8 |
| 132 | — | J P MORGAN EXCHANGE TRADED F | $529,016 | 0.1% | -87% | — |
| 133 | — | FIRST TR EXCHNG TRADED FD VI | $525,018 | 0.1% | -92% | — |
| 134 |  $IAU | ISHARES GOLD TRUST | $518,116 | 0.1% | -18% | — |
| 135 |  $AMGN | AMGEN INC | $517,923 | 0.1% | -4% | 79.5 |
| 136 |  $MS | MORGAN STANLEY | $504,242 | 0.1% | -7% | — |
| 137 |  $CSCO | CISCO SYSTEMS, INC. | $501,387 | 0.1% | -5% | 72.3 |
| 138 |  $FLEX | FLEX LTD. | $489,172 | 0.1% | -2% | — |
| 139 | — | VANGUARD SPECIALIZED FUNDS | $487,111 | 0.1% | -2% | — |
| 140 |  $GS | GOLDMAN SACHS GROUP INC | $482,028 | 0.1% | -1% | — |
| 141 |  $PG | PROCTER & GAMBLE Co | $480,119 | 0.1% | +4% | 72.9 |
| 142 | — | ISHARES TR | $479,558 | 0.1% | -9% | — |
| 143 |  $IVZ | Invesco Ltd. | $478,116 | 0.1% | +21% | — |
| 144 |  $CVX | CHEVRON CORP | $472,767 | 0.1% | -1% | 54.7 |
| 145 | $GS | GOLDMAN SACHS GROUP INC | $457,681 | 0.1% | -3% | — |
| 146 |  $TSLA | Tesla, Inc. | $429,743 | 0.1% | -1% | 50.1 |
| 147 | — | SPDR SERIES TRUST | $429,705 | 0.1% | +4% | — |
| 148 | — | SELECT SECTOR SPDR TR | $427,776 | 0.0% | -3% | — |
| 149 | — | VANGUARD INDEX FDS | $426,418 | 0.0% | +0% | — |
| 150 |  $ETR | ENTERGY CORP /DE/ | $416,856 | 0.0% | -0% | 65.1 |
| 151 | — | ISHARES TR | $411,726 | 0.0% | +9% | — |
| 152 | — | VANGUARD ADMIRAL FDS INC | $406,443 | 0.0% | -2% | — |
| 153 |  $MMM | 3M CO | $405,192 | 0.0% | +58% | 60.7 |
| 154 | — | SELECT SECTOR SPDR TR | $402,865 | 0.0% | +175% | — |
| 155 |  $SCCO | SOUTHERN COPPER CORP/ | $399,179 | 0.0% | +1% | 86.6 |
| 156 |  $LOW | LOWES COMPANIES INC | $395,533 | 0.0% | -5% | 63.5 |
| 157 | — | ISHARES TR | $392,552 | 0.0% | -0% | — |
| 158 |  $BX | Blackstone Inc. | $390,161 | 0.0% | -10% | 68 |
| 159 | — | ISHARES TR | $389,463 | 0.0% | -1% | — |
| 160 |  $MCK | MCKESSON CORP | $386,816 | 0.0% | -0% | 63.7 |
| 161 | — | FIRST TR EXCHANGE-TRADED FD | $383,842 | 0.0% | +6% | — |
| 162 |  $XOM | EXXON MOBIL CORP | $376,815 | 0.0% | -5% | 61.8 |
| 163 |  $MRK | Merck & Co., Inc. | $375,937 | 0.0% | +20% | 70.9 |
| 164 |  $ADI | ANALOG DEVICES INC | $364,907 | 0.0% | +0% | 76.2 |
| 165 | — | GLOBAL X FDS | $364,562 | 0.0% | -1% | — |
| 166 |  $GLD | SPDR GOLD TRUST | $362,734 | 0.0% | -13% | — |
| 167 | — | ISHARES TR | $362,101 | 0.0% | +0% | — |
| 168 | — | STATE STR SPDR DOW JONES IND | $361,774 | 0.0% | -1% | — |
| 169 | — | ISHARES TR | $357,717 | 0.0% | +118% | — |
| 170 |  $RTX | RTX Corp | $356,479 | 0.0% | -0% | 70 |
| 171 |  $ORCL | ORACLE CORP | $347,331 | 0.0% | -5% | 67.2 |
| 172 |  $BLK | BlackRock, Inc. | $347,177 | 0.0% | -1% | 70.3 |
| 173 |  $GE | GENERAL ELECTRIC CO | $338,005 | 0.0% | +38% | 74.8 |
| 174 |  $CSX | CSX CORP | $332,505 | 0.0% | -0% | 66.4 |
| 175 | — | SELECT SECTOR SPDR TR | $327,372 | 0.0% | -15% | — |
| 176 |  $PFE | PFIZER INC | $326,767 | 0.0% | -8% | 69 |
| 177 |  $BAC | BANK OF AMERICA CORP /DE/ | $320,939 | 0.0% | -4% | 68.4 |
| 178 | — | ISHARES TR | $317,117 | 0.0% | +20% | — |
| 179 |  $ABT | ABBOTT LABORATORIES | $313,760 | 0.0% | -1% | 67 |
| 180 | — | ISHARES TR | $310,134 | 0.0% | -42% | — |
| 181 |  $INTC | INTEL CORP | $305,733 | 0.0% | -12% | 41.5 |
| 182 | — | ISHARES TR | $301,800 | 0.0% | -22% | — |
| 183 | — | VANGUARD WORLD FD | $295,478 | 0.0% | +0% | — |
| 184 | — | ISHARES TR | $292,072 | 0.0% | +0% | — |
| 185 |  $DIS | Walt Disney Co | $287,585 | 0.0% | -0% | 68.9 |
| 186 |  $VZ | VERIZON COMMUNICATIONS INC | $285,049 | 0.0% | +0% | 71.6 |
| 187 | — | SCHWAB STRATEGIC TR | $282,959 | 0.0% | -14% | — |
| 188 | — | SCHWAB STRATEGIC TR | $282,003 | 0.0% | -74% | — |
| 189 |  $TRV | TRAVELERS COMPANIES, INC. | $279,721 | 0.0% | -1% | 71.5 |
| 190 |  $UNH | UNITEDHEALTH GROUP INC | $275,461 | 0.0% | -16% | 66.8 |
| 191 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $274,143 | 0.0% | +7% | 66.7 |
| 192 | — | ISHARES TR | $272,501 | 0.0% | -2% | — |
| 193 | — | ISHARES TR | $268,789 | 0.0% | +23% | — |
| 194 |  $MDLZ | Mondelez International, Inc. | $264,780 | 0.0% | -4% | 53.9 |
| 195 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $264,709 | 0.0% | -6% | 60.5 |
| 196 | — | PIMCO ETF TR | $262,352 | 0.0% | -16% | — |
| 197 |  $COP | CONOCOPHILLIPS | $257,532 | 0.0% | NEW | 74.8 |
| 198 | — | SCHWAB STRATEGIC TR | $254,456 | 0.0% | -71% | — |
| 199 |  $CRM | Salesforce, Inc. | $252,938 | 0.0% | -17% | 75.2 |
| 200 |  $AMAT | APPLIED MATERIALS INC /DE | $252,241 | 0.0% | -14% | 74.8 |
| 201 | — | PIMCO ETF TR | $248,424 | 0.0% | -0% | — |
| 202 | — | ISHARES INC | $246,480 | 0.0% | -8% | — |
| 203 |  $GEV | GE Vernova Inc. | $244,412 | 0.0% | NEW | 70.1 |
| 204 |  $SO | SOUTHERN CO | $244,099 | 0.0% | -6% | 65.1 |
| 205 |  $DUK | Duke Energy CORP | $240,537 | 0.0% | -8% | 64 |
| 206 | — | BLACKROCK ETF TRUST | $236,614 | 0.0% | +5% | — |
| 207 | — | DIMENSIONAL ETF TRUST | $235,522 | 0.0% | +13% | — |
| 208 | — | VANGUARD ADMIRAL FDS INC | $234,827 | 0.0% | +101% | — |
| 209 | — | ISHARES TR | $231,664 | 0.0% | -31% | — |
| 210 |  $CL | COLGATE PALMOLIVE CO | $230,888 | 0.0% | +3% | 72.4 |
| 211 | — | ISHARES TR | $230,167 | 0.0% | +0% | — |
| 212 | — | BLACKROCK ETF TRUST | $227,136 | 0.0% | -2% | — |
| 213 |  $ZTS | Zoetis Inc. | $222,826 | 0.0% | -4% | 72.6 |
| 214 | — | ISHARES TR | $222,640 | 0.0% | -34% | — |
| 215 |  $BHP | BHP Group Ltd | $222,148 | 0.0% | NEW | — |
| 216 | — | FIRST TR EXCH TRADED FD III | $220,863 | 0.0% | -99% | — |
| 217 |  $SLV | iShares Silver Trust | $218,866 | 0.0% | -27% | — |
| 218 |  $VALE | Vale S.A. | $214,785 | 0.0% | +0% | — |
| 219 |  $FLG | FLAGSTAR BANK, NATIONAL ASSOCIATION | $212,906 | 0.0% | +0% | — |
| 220 |  $PM | Philip Morris International Inc. | $205,352 | 0.0% | -2% | 80.5 |
| 221 | — | J P MORGAN EXCHANGE TRADED F | $205,079 | 0.0% | -97% | — |
| 222 |  $TJX | TJX COMPANIES INC /DE/ | $200,583 | 0.0% | NEW | 70.7 |
| 223 |  $NG | NOVAGOLD RESOURCES INC | $103,270 | 0.0% | NEW | — |
New Positions (5)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Legacy Edge Advisors, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Legacy Edge Advisors, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Legacy Edge Advisors, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Legacy Edge Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Legacy Edge Advisors, LLC (SEC CIK: 2105396), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Legacy Edge Advisors, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.