Legacy Edge Advisors, LLC
Sector Allocation
- Other90.5%$984.8M
- Technology5.1%$55.2M
- Financials1.8%$19.8M
- Healthcare0.7%$7.5M
- Consumer Discretionary0.6%$6.7M
- Consumer Staples0.5%$5.5M
- Industrials0.4%$4.0M
- Materials0.2%$1.8M
- Communication Services0.1%$1.4M
- Energy0.1%$905,636
AUM History
13fpro.ai/research/fund/legacy-edge-advisors-llc-2105396
Conviction and streaks
Diversifying · top 10 = 45.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$113.4M
- ISHARES$99.2M
- ISHARES$50.2M
- ISHARES$45.6M
- ISHARES$42.1M
- ISHARES$30.3M
- ISHARES$30.0M
- J$29.4M
- ISHARES$25.0M
- FIRST$24.3M
- VANGUARD$24.0M
- ISHARES$22.1M
- ISHARES$21.2M
- SCHWAB$20.1M
- VANGUARD$19.8M
- ISHARES$19.7M
- ISHARES$18.9M
- FIRST$18.2M
- FIRST$17.8M
- SPDR$17.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/legacy-edge-advisors-llc-2105396
Legacy Edge Advisors, LLC 13F holdings — Q2 2026
$1.1B portfolio (+14.4% QoQ) · 239 holdings · Q2 2026 13F · top 10 are 45% of the stock portfolio
- 1
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$113.4M
10.4% of stocks
+0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE MSCI EAFE
$99.2M
9.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - RUS 1000 VAL ETF
$50.2M
4.6% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES INC - MSCI EMRG CHN
$45.6M
4.2% of stocks
-10%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - RUS MID CAP ETF
$42.1M
3.9% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - NATIONAL MUN ETF
$30.3M
2.8% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - RUS 1000 GRW ETF
$30.0M
2.8% of stocks
+303%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
J P MORGAN EXCHANGE TRADED F - INCOME ETF
$29.4M
2.7% of stocks
+44%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - ISHARES SEMICDTR
$25.0M
2.3% of stocks
-16%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
FIRST TR EXCH TRADED FD III - INSTL PFD SECS
$24.3M
2.2% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $113.4M | 10.4% | +0.9% | — | — | — | — | |
| 2 | ISHARES TR - CORE MSCI EAFE | $99.2M | 9.1% | +2% | — | — | — | — | |
| 3 | ISHARES TR - RUS 1000 VAL ETF | $50.2M | 4.6% | -7% | — | — | — | — | |
| 4 | ISHARES INC - MSCI EMRG CHN | $45.6M | 4.2% | -10% | — | — | — | — | |
| 5 | ISHARES TR - RUS MID CAP ETF | $42.1M | 3.9% | +3% | — | — | — | — | |
| 6 | ISHARES TR - NATIONAL MUN ETF | $30.3M | 2.8% | +8% | — | — | — | — | |
| 7 | ISHARES TR - RUS 1000 GRW ETF | $30.0M | 2.8% | +303% | — | — | — | — | |
| 8 | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $29.4M | 2.7% | +44% | — | — | — | — | |
| 9 | ISHARES TR - ISHARES SEMICDTR | $25.0M | 2.3% | -16% | — | — | — | — | |
| 10 | FIRST TR EXCH TRADED FD III - INSTL PFD SECS | $24.3M | 2.2% | +4% | — | — | — | — |
All holdings — Legacy Edge Advisors, LLC (Q2 2026)
239 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $24.0M | 2.2% | 279K | +495% | — | — | 13F |
| 12 | — | ISHARES TR - MSCI USA QLT FCTetf/fund | — | $22.1M | 2.0% | 101K | -0.0% | — | — | 13F |
| 13 | — | ISHARES TR - SHRT NAT MUN ETFetf/fund | — | $21.2M | 1.9% | 199K | +2% | — | — | 13F |
| 14 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $20.1M | 1.8% | 633K | +0.8% | — | — | 13F |
| 15 | — | VANGUARD INDEX FDS - VALUE ETFetf/fund | — | $19.8M | 1.8% | 91K | -2% | — | — | 13F |
| 16 | — | ISHARES TR - NEW YORK MUN ETFetf/fund | — | $19.7M | 1.8% | 366K | +4% | — | — | 13F |
| 17 | — | ISHARES TR - US INDUSTRIALSetf/fund | — | $18.9M | 1.7% | 114K | +3% | — | — | 13F |
| 18 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $18.2M | 1.7% | 95K | -1% | — | — | 13F |
| 19 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETFetf/fund | — | $17.8M | 1.6% | 198K | -5% | — | — | 13F |
| 20 | — | SPDR SERIES TRUST - ST STR SP600 SMLetf/fund | — | $17.6M | 1.6% | 305K | +0.8% | — | — | 13F |
| 21 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund | — | $14.9M | 1.4% | 189K | +92% | — | — | 13F |
| 22 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $14.8M | 1.4% | 263K | +8% | — | — | 13F |
| 23 | — | AMERICAN CENTY ETF TR - US SML CP VALUetf/fund | — | $13.8M | 1.3% | 110K | +5% | — | — | 13F |
| 24 | MICROSOFT CORP | Technology | $12.7M | 1.2% | 34K | -0.1% | 11+ qtrs | 79.8 | 13F | |
| 25 | Apple Inc. | Technology | $12.5M | 1.1% | 43K | +9% | 11+ qtrs | 75.7 | 13F | |
| 26 | $SPY | SPDR S&P 500 ETF TRUST | — | $12.5M | 1.1% | 17K | +2% | |||
| 27 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $11.9M | 1.1% | 235K | -5% | |||
| 28 | — | ISHARES TR - RUS MD CP GR ETF | — | $11.4M | 1.0% | 78K | -0.8% | |||
| 29 | — | J P MORGAN EXCHANGE TRADED F - U S TEC LEA ETF | — | $11.1M | 1.0% | 100K | +34% | |||
| 30 | — | ISHARES TR - CORE S&P500 ETF | — | $11.1M | 1.0% | 15K | +4% | |||
| 31 | — | ISHARES TR - RUS MDCP VAL ETF | — | $9.2M | 0.8% | 56K | -1% | |||
| 32 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $9.1M | 0.8% | 109K | +4% | |||
| 33 | — | ISHARES INC - CORE MSCI EMKT | — | $8.2M | 0.8% | 99K | +34% | |||
| 34 | — | SPDR SERIES TRUST - ST STR RATE ETF | — | $7.8M | 0.7% | 254K | -0.4% | |||
| 35 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | — | $7.4M | 0.7% | 166K | +10% | |||
| 36 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $7.2M | 0.7% | 57K | -2% | |||
| 37 | $NVDA | NVIDIA CORP | Technology | $6.8M | 0.6% | 34K | -2% | |||
| 38 | $GOOGL | Alphabet Inc. | Technology | $6.5M | 0.6% | 18K | +13% | |||
| 39 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $5.9M | 0.5% | 74K | +299% | |||
| 40 | — | J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE | — | $5.6M | 0.5% | 119K | +17% | |||
| 41 | — | ISHARES TR - ESG AWRE USD ETF | — | $5.5M | 0.5% | 236K | +8% | |||
| 42 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | — | $5.3M | 0.5% | 40K | +6% | |||
| 43 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $5.3M | 0.5% | 7,694 | -1.0% | |||
| 44 | $AMZN | AMAZON COM INC | Consumer Discretionary | $4.5M | 0.4% | 19K | -0.7% | |||
| 45 | — | ISHARES TR - ESG AW MSCI EAFE | — | $4.4M | 0.4% | 43K | +1.0% | |||
| 46 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | — | $4.2M | 0.4% | 50K | +10% | |||
| 47 | — | ISHARES TR - RUSSELL 2000 ETF | — | $4.1M | 0.4% | 13K | +2% | |||
| 48 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $3.8M | 0.3% | 81K | +59% | |||
| 49 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $3.8M | 0.3% | 53K | -0.2% | |||
| 50 | — | NUSHARES ETF TR - NUVEEN ESG LRGVL | — | $3.4M | 0.3% | 69K | -4% | |||
| 51 | $GOOG | Alphabet Inc. | Technology | $3.4M | 0.3% | 9,492 | +41% | |||
| 52 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $3.3M | 0.3% | 36K | +9% | |||
| 53 | $AVGO | Broadcom Inc. | Technology | $3.2M | 0.3% | 8,533 | -2% | |||
| 54 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $3.0M | 0.3% | 10K | +1% | |||
| 55 | — | ISHARES TR - RUS 2000 GRW ETF | — | $3.0M | 0.3% | 7,700 | +1% | |||
| 56 | $JPM | JPMORGAN CHASE & CO | Financials | $2.9M | 0.3% | 8,830 | -0.7% | |||
| 57 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.8M | 0.3% | 5,598 | +5% | |||
| 58 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $2.8M | 0.3% | 7,443 | +28% | |||
| 59 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | — | $2.6M | 0.2% | 23K | -6% | |||
| 60 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.6M | 0.2% | 3,567 | +17% | |||
| 61 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | — | $2.5M | 0.2% | 26K | -0.7% | |||
| 62 | $LRCX | LAM RESEARCH CORP | Technology | $2.4M | 0.2% | 5,593 | -2% | |||
| 63 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $2.4M | 0.2% | 12K | -6% | |||
| 64 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.3M | 0.2% | 2,414 | +20% | |||
| 65 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $2.2M | 0.2% | 38K | -0.4% | |||
| 66 | — | ISHARES TR - CORE US AGGBD ET | — | $2.2M | 0.2% | 22K | -1% | |||
| 67 | — | ISHARES TR - RUS 2000 VAL ETF | — | $2.2M | 0.2% | 9,783 | -0.8% | |||
| 68 | — | ISHARES TR - CORE UNIVRSL USD | — | $2.1M | 0.2% | 46K | +24% | |||
| 69 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $2.1M | 0.2% | 41K | +23% | |||
| 70 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $2.0M | 0.2% | 37K | -4% | |||
| 71 | $AXP | AMERICAN EXPRESS CO | Financials | $2.0M | 0.2% | 5,791 | -1% | |||
| 72 | — | ISHARES TR - RUS 1000 ETF | — | $2.0M | 0.2% | 4,763 | — | |||
| 73 | — | ISHARES TR - EXPND TEC SC ETF | — | $1.9M | 0.2% | 12K | — | |||
| 74 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $1.9M | 0.2% | 17K | -2% | |||
| 75 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $1.8M | 0.2% | 20K | +0.1% | |||
| 76 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $1.7M | 0.2% | 47K | -1% | |||
| 77 | $V | VISA INC. | Financials | $1.7M | 0.1% | 4,913 | +17% | |||
| 78 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $1.6M | 0.1% | 32K | — | |||
| 79 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $1.6M | 0.1% | 7,925 | -1% | |||
| 80 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | — | $1.5M | 0.1% | 73K | New | |||
| 81 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $1.5M | 0.1% | 4,960 | -4% | |||
| 82 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.5M | 0.1% | 5,944 | -2% | |||
| 83 | — | SPDR SERIES TRUST - ST STR P400MID | — | $1.5M | 0.1% | 22K | +13% | |||
| 84 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $1.5M | 0.1% | 24K | +2% | |||
| 85 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $1.4M | 0.1% | 27K | -11% | |||
| 86 | $MA | Mastercard Inc | Financials | $1.4M | 0.1% | 2,705 | -4% | |||
| 87 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.4M | 0.1% | 11K | +711% | |||
| 88 | — | ISHARES TR - RUS TP200 GR ETF | — | $1.4M | 0.1% | 4,670 | -8% | |||
| 89 | $ABBV | AbbVie Inc. | Healthcare | $1.4M | 0.1% | 5,386 | -0.1% | |||
| 90 | $META | Meta Platforms, Inc. | Technology | $1.4M | 0.1% | 2,404 | +3% | |||
| 91 | $NU | Nu Holdings Ltd. | Financials | $1.3M | 0.1% | 26K | +2% | |||
| 92 | — | ISHARES TR - ESG AWRE 1 5 YR | — | $1.3M | 0.1% | 53K | +12% | |||
| 93 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $1.3M | 0.1% | 3,612 | -5% | |||
| 94 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $1.2M | 0.1% | 4,988 | — | |||
| 95 | — | ISHARES TR - ESG OPTIMIZED | — | $1.2M | 0.1% | 7,792 | -3% | |||
| 96 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $1.2M | 0.1% | 10K | -3% | |||
| 97 | $MS | MORGAN STANLEY | Financials | $1.2M | 0.1% | 5,664 | +85% | |||
| 98 | — | FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M | — | $1.2M | 0.1% | 34K | -9% | |||
| 99 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $1.1M | 0.1% | 22K | +0.6% | |||
| 100 | $LLY | ELI LILLY & Co | Healthcare | $1.1M | 0.1% | 921 | +3% | |||
| 101 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.1M | 0.1% | 3,066 | -0.9% | |||
| 102 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $1.1M | 0.1% | 31K | -6% | |||
| 103 | $CAT | CATERPILLAR INC | Industrials | $930K | 0.1% | 873 | -3% | |||
| 104 | — | ISHARES TR - ISHARES BIOTECH | — | $921K | 0.1% | 4,844 | +6% | |||
| 105 | $NFLX | NETFLIX INC | Communication Services | $872K | 0.1% | 12K | +10% | |||
| 106 | $QCOM | QUALCOMM INC/DE | Technology | $854K | 0.1% | 4,620 | -0.4% | |||
| 107 | — | ISHARES TR - S&P 500 GRWT ETF | — | $844K | 0.1% | 6,135 | -0.6% | |||
| 108 | — | BLACKROCK ETF TRUST II - SHOR DURA HI ETF | — | $840K | 0.1% | 37K | +30% | |||
| 109 | — | ISHARES TR - 0-3 MTH TREASURY | — | $838K | 0.1% | 8,324 | -3% | |||
| 110 | $INTC | INTEL CORP | Technology | $830K | 0.1% | 5,946 | -14% | |||
| 111 | $TXN | TEXAS INSTRUMENTS INC | Technology | $825K | 0.1% | 2,767 | -0.1% | |||
| 112 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETF | — | $741K | 0.1% | 6,766 | +1.0% | |||
| 113 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $741K | 0.1% | 1,477 | -0.9% | |||
| 114 | $CSCO | CISCO SYSTEMS, INC. | Technology | $734K | 0.1% | 6,252 | -3% | |||
| 115 | — | BLACKROCK ETF TRUST - DYNAMIC EQTY ACT | — | $715K | 0.1% | 26K | -5% | |||
| 116 | — | ISHARES TR - MBS ETF | — | $714K | 0.1% | 7,553 | -10% | |||
| 117 | $KO | COCA COLA CO | Consumer Staples | $713K | 0.1% | 8,769 | +2% | |||
| 118 | — | BLACKROCK ETF TRUST - DISC VOLA EQ ETF | — | $708K | 0.1% | 27K | +4% | |||
| 119 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | — | $695K | 0.1% | 14K | — | |||
| 120 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $694K | 0.1% | 10K | +0.4% | |||
| 121 | — | ISHARES TR - EAFE GRWTH ETF | — | $681K | 0.1% | 5,470 | +4% | |||
| 122 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $679K | 0.1% | 1,975 | — | |||
| 123 | — | J P MORGAN EXCHANGE TRADED F - BET USD HIG ETF | — | $660K | 0.1% | 14K | +24% | |||
| 124 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $647K | 0.1% | 11K | -3% | |||
| 125 | — | ISHARES TR - S&P 500 VAL ETF | — | $639K | 0.1% | 2,813 | -10% | |||
| 126 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $624K | 0.1% | 2,638 | +16% | |||
| 127 | — | ISHARES TR - EXPANDED TECH | — | $607K | 0.1% | 6,696 | -21% | |||
| 128 | $GS | GOLDMAN SACHS GROUP INC | Financials | $603K | 0.1% | 8,708 | -1% | |||
| 129 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $602K | 0.1% | 2,445 | +18% | |||
| 130 | $PH | Parker-Hannifin Corp | Industrials | $585K | 0.1% | 598 | — | |||
| 131 | — | VANGUARD SCOTTSDALE FDS - TOTAL CORP BND | — | $569K | 0.1% | 7,405 | -5% | |||
| 132 | $FLEX | FLEX LTD. | Technology | $556K | 0.1% | 6,185 | — | |||
| 133 | $RIO | RIO TINTO PLC | Materials | $552K | 0.1% | 5,813 | — | |||
| 134 | $IVZ | Invesco Ltd. | Financials | $547K | 0.1% | 7,922 | +11% | |||
| 135 | — | ISHARES TR - IBOXX INV CP ETF | — | $532K | 0.1% | 4,880 | -2% | |||
| 136 | $GS | GOLDMAN SACHS GROUP INC | Financials | $532K | 0.1% | 526 | -3% | |||
| 137 | $MRK | Merck & Co., Inc. | Healthcare | $527K | 0.1% | 4,100 | +31% | |||
| 138 | $AMGN | AMGEN INC | Healthcare | $519K | 0.1% | 1,434 | -3% | |||
| 139 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $508K | 0.1% | 3,467 | +4% | |||
| 140 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $497K | 0.1% | 687 | -7% | |||
| 141 | $WMT | Walmart Inc. | Consumer Staples | $491K | 0.1% | 4,332 | -5% | |||
| 142 | $PEP | PEPSICO INC | Consumer Staples | $476K | 0.0% | 3,517 | -0.1% | |||
| 143 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $473K | 0.0% | 2,992 | -19% | |||
| 144 | — | ISHARES TR - CORE S&P SCP ETF | — | $465K | 0.0% | 3,133 | — | |||
| 145 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $464K | 0.0% | 2,507 | -5% | |||
| 146 | $TSLA | Tesla, Inc. | Consumer Discretionary | $464K | 0.0% | 1,103 | -5% | |||
| 147 | $ADI | ANALOG DEVICES INC | Technology | $456K | 0.0% | 1,147 | — | |||
| 148 | — | ISHARES TR - CORE S&P MCP ETF | — | $454K | 0.0% | 5,887 | +1% | |||
| 149 | — | FIRST TR EXCHANGE-TRADED FD - NAS CLNEDG GREEN | — | $448K | 0.0% | 7,298 | -12% | |||
| 150 | $GE | GENERAL ELECTRIC CO | Industrials | $445K | 0.0% | 1,191 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 25 new, 88 added to, 96 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (25)
- FIRST TR EXCHANGE-TRADED FD - VEST LADDERED$1.5M
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$343K
first bought this quarter
$CCITIGROUP INC$288K
first bought this quarter
$NKENIKE, Inc.$284K
first bought this quarter
- VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF$281K
first bought this quarter
- BLACKROCK ETF TRUST - ISHA SYST AL ETF$271K
first bought this quarter
+19 more in the Excel export
Added to (88)
- ISHARES TR - RUS 1000 GRW ETF+303%
now $30.0M
- VANGUARD INDEX FDS - GROWTH ETF+495%
now $24.0M
- J P MORGAN EXCHANGE TRADED F - INCOME ETF+44%
now $29.4M
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD+92%
now $14.9M
- VANGUARD INDEX FDS - MID CAP ETF+299%
now $5.9M
- J P MORGAN EXCHANGE TRADED F - U S TEC LEA ETF+34%
now $11.1M
+82 more in the Excel export
Trimmed (96)
- ISHARES INC - MSCI EMRG CHN-10%
now $45.6M
- ISHARES TR - ISHARES SEMICDTR-16%
now $25.0M
- ISHARES TR - RUS 1000 VAL ETF-7%
now $50.2M
- FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF-5%
now $17.8M
- VANGUARD MUN BD FDS - TAX EXEMPT BD-5%
now $11.9M
- SSGA ACTIVE ETF TR - ST STR BL LN ETF-63%
now $315K
+90 more in the Excel export
Holdings by quarter
Every 13F Legacy Edge Advisors, LLC has filed, 10 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Legacy Edge Advisors's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.1%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 9% over the last 4
Top 10 weight
45%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2023 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Legacy Edge Advisors, LLC disclosed 239 positions worth $1.1B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 25 new positions and exited 9. The portfolio is most concentrated in Other (90.5% of disclosed assets). All figures are sourced directly from Legacy Edge Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 2105396.
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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 an AI quality ranking built from its SEC filings (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.