Institutional Fund
Legacy Edge Advisors, LLC
Syosset, NYCIK 21053962 filings on record
Portfolio Value
$951.36M
Q1 2026
Holdings
223
Reported positions
New Buys
17
Opened this quarter
QoQ Change
+4.1%
from $913.52M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds11.8%
- Ishares Tr9.6%
- Ishares Tr5.0%
- Ishares Inc4.1%
- Ishares Tr3.8%
- Ishares Tr2.9%
- Other62.8%
Portfolio Holdings
223 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 1.36M | $112.61M | 11.8% | +118.9K | Added |
| 2 | Ishares Tr | 1.01M | $91.14M | 9.6% | +39.8K | Added |
| 3 | Ishares Tr | 221.8K | $47.38M | 5.0% | −5.9K | Reduced |
| 4 | Ishares Inc | 497.1K | $39.10M | 4.1% | +25.5K | Added |
| 5 | Ishares Tr | 369.2K | $35.90M | 3.8% | +38.3K | Added |
| 6 | Ishares Tr | 261.3K | $27.73M | 2.9% | +23.7K | Added |
| 7 | Ishares Tr | 60.0K | $25.57M | 2.7% | −1.1K | Reduced |
| 8 | First Tr Exch Traded Fd III | 1.21M | $23.07M | 2.4% | +91.1K | Added |
| 9 | Ishares Tr | 196.0K | $20.87M | 2.2% | +7.3K | Added |
| 10 | J P Morgan Exchange Traded F | 444.4K | $20.47M | 2.2% | +210.8K | Added |
213 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio