DOSSIER · 13F-HR · Q2 2026

Legacy Edge Advisors, LLC

$1.1B in tracked AUM across 239 positions as of Q2 2026.

LE
CIK 0002105396 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
239
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Legacy Edge Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VCIT
VANGUARD SCOTTSDALE FDS
$113M1.4M10.4%
02
IEFA
ISHARES TR
$99M1.0M9.1%
03
IWD
ISHARES TR
$50M207K4.6%
04
EMXC
ISHARES INC
$46M446K4.2%
05
IWR
ISHARES TR
$42M381K3.9%
06
MUB
ISHARES TR
$30M282K2.8%
07
IWF
ISHARES TR
$30M242K2.8%
08
JPIE
J P MORGAN EXCHANGE TRADED F
$29M638K2.7%
09
SOXX
ISHARES TR
$25M39K2.3%
10
FPEI
FIRST TR EXCH TRADED FD III
$24M1.3M2.2%

Filing history

2026Q2Jun 30
$1.1B 14.4%
239 positionsView →
2026Q1Mar 31
$951M 4.1%
223 positionsView →
2025Q4Dec 31
$914M 7.6%
217 positionsView →
2025Q3Sep 30
$849M 13.3%
203 positionsView →
2025Q2Jun 30
$749M 16.8%
198 positionsLocked
2025Q1Mar 31
$641M 1.7%
181 positionsLocked
2024Q4Dec 31
$630M 0.6%
177 positionsLocked
2024Q3Sep 30
$626M 15.3%
183 positionsLocked
2024Q2Jun 30
$543M 13.1%
175 positionsLocked
2024Q1Mar 31
$480M 9.8%
164 positionsLocked
2023Q4Dec 31
$437M
158 positionsLocked