Legacy Edge Advisors, LLC

Name: Legacy Edge Advisors, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002105396 · SYOSSET, NY · Quarter end: 2025-09-30 · Filed on: 2026-08-26 · Open the SEC source ↗

The most recent 13F EDGAR holds under this CIK is 2025 Q3, filed 2026-08-26. Nothing has been filed since — the fund stopped filing, or it files under a different entity now. The positions below are a snapshot of that date, not a current portfolio.

Legacy Edge Advisors, LLC reported 203 positions worth $848.8M as of September 30, 2025 (13F filed August 26, 2026). Largest holding: VCIT (11.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$848.8M

2025 Q3

Positions

203

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

46.6%

Est. Net Flow (Q)

—

2025 Q3

Positions Changes Mix History BacktestPRO

10 / 203 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VCIT	VANGUARD SCOTTSDALE FDS	SH	$98.3M	11.58%	1,169,012	—	—
▸ 2	IEFA	ISHARES TR	SH	$80.3M	9.46%	919,478	—	—
▸ 3	IWD	ISHARES TR	SH	$44.6M	5.26%	219,123	—	—
▸ 4	IWR	ISHARES TR	SH	$29.4M	3.46%	304,420	—	—
▸ 5	EMXC	ISHARES INC	SH	$29.2M	3.44%	432,899	—	—
▸ 6	IWF	ISHARES TR	SH	$28.4M	3.35%	60,678	—	—
▸ 7	VUG	VANGUARD INDEX FDS	SH	$22.3M	2.63%	46,513	—	—
▸ 8	QUAL	ISHARES TR	SH	$21.7M	2.56%	111,597	—	—
▸ 9	MUB	ISHARES TR	SH	$21.4M	2.52%	200,615	—	—
▸ 10	FPEI	FIRST TR EXCH TRADED FD III	SH	$20.2M	2.38%	1,046,903	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Legacy Edge Advisors, LLC hold as of Q3 2025?

Legacy Edge Advisors, LLC reported 203 positions worth $848.8M in its Q3 2025 13F filing. Largest positions: VCIT (11.6%), IEFA (9.5%), IWD (5.3%), IWR (3.5%) and EMXC (3.4%).

What did Legacy Edge Advisors, LLC buy in Q3 2025?

No previous quarter is available yet; the comparison appears with the next filing.

What did Legacy Edge Advisors, LLC sell in Q3 2025?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.