Institutions / Legacy Edge Advisors, LLC

Legacy Edge Advisors, LLC

CIK 2105396 · Institution · as of Dec 31, 2025

Portfolio value

$913.52M

Positions

217

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 217 →

Company	Class	Value	Shares	% of portfolio
Vanguard Scottsdale Fds	—	$104.01M	1,241,883	11.4%
iShares Tr	—	$86.50M	966,892	9.5%
iShares Tr	—	$47.88M	227,640	5.2%
iShares Inc	—	$34.28M	471,603	3.8%
iShares Tr	—	$31.87M	330,997	3.5%
iShares Tr	—	$28.90M	61,059	3.2%
iShares Tr	—	$25.44M	237,517	2.8%
Vanguard Index Fds	—	$22.79M	46,722	2.5%
iShares MSCI UAE ETF	—	$22.62M	113,890	2.5%
First Tr Exch Traded Fd III	—	$21.78M	1,123,229	2.4%
SPDR Series Trust	—	$21.13M	450,872	2.3%
iShares MSCI UAE ETF	—	$20.13M	188,645	2.2%
Schwab Strategic Tr	—	$19.24M	701,321	2.1%
Vanguard Index Fds	—	$19.05M	99,732	2.1%
Microsoft Corp	—	$16.20M	33,488	1.8%
iShares Tr	—	$15.73M	293,971	1.7%
iShares Tr	—	$15.42M	104,036	1.7%
iShares Tr	—	$15.32M	50,860	1.7%
J P Morgan Exchange Traded F	—	$14.83M	259,111	1.6%
First Tr Exchange Traded Fd	—	$14.43M	94,292	1.6%
First Tr Exchange Traded Fd	—	$13.08M	183,006	1.4%
Vanguard Mun Bd Fds	—	$12.51M	248,704	1.4%
SPDR S&P 500 ETF Tr	—	$11.76M	17,252	1.3%
Apple Inc.	—	$11.12M	40,887	1.2%
J P Morgan Exchange Traded F	—	$10.81M	233,624	1.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.