DOSSIER · 13F-HR · Q1 2026

Legacy Edge Advisors, LLC

$951M in tracked AUM across 223 positions as of Q1 2026.

LE
CIK 0002105396 · last filed Mar 31, 2026
Total AUM
$951M
as of Q1 2026
Holdings
223
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Legacy Edge Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VCIT
VANGUARD SCOTTSDALE FDS
$113M1.4M11.8%
02
IEFA
ISHARES TR
$91M1.0M9.6%
03
IWD
ISHARES TR
$47M222K5.0%
04
EMXC
ISHARES INC
$39M497K4.1%
05
IWR
ISHARES TR
$36M369K3.8%
06
MUB
ISHARES TR
$28M261K2.9%
07
IWF
ISHARES TR
$26M60K2.7%
08
FPEI
FIRST TR EXCH TRADED FD III
$23M1.2M2.4%
09
SUB
ISHARES TR
$21M196K2.2%
10
JPIE
J P MORGAN EXCHANGE TRADED F
$20M444K2.2%

Filing history

2026Q1Mar 31
$951M 4.1%
223 positionsView →
2025Q4Dec 31
$914M
217 positionsView →