Legacy Edge Advisors, LLC
CIK: 0002105396SEC EDGAR →
Portfolio Value
$913.5M
Holdings
217
As of
Q4 2025
New Positions
217
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 1,241,883 | $104.0M | 11.39% |
| 2 | ISHARES TR | 966,892 | $86.5M | 9.47% |
| 3 | ISHARES TR | 227,640 | $47.9M | 5.24% |
| 4 | ISHARES INC | 471,603 | $34.3M | 3.75% |
| 5 | ISHARES TR | 330,997 | $31.9M | 3.49% |
| 6 | ISHARES TR | 61,059 | $28.9M | 3.16% |
| 7 | ISHARES TR | 237,517 | $25.4M | 2.78% |
| 8 | VANGUARD INDEX FDS | 46,722 | $22.8M | 2.50% |
| 9 | ISHARES TR | 113,890 | $22.6M | 2.48% |
| 10 | FIRST TR EXCH TRADED FD III | 1,123,229 | $21.8M | 2.38% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 144 | $741.5M | 81.2% |
| Unknown | 11 | $95.9M | 10.5% |
| Technology | 16 | $42.2M | 4.6% |
| Communication Services | 6 | $10.4M | 1.1% |
| Healthcare | 12 | $7.2M | 0.8% |
| Consumer Cyclical | 5 | $6.7M | 0.7% |
| Consumer Defensive | 7 | $4.3M | 0.5% |
| Industrials | 8 | $3.0M | 0.3% |
| Basic Materials | 3 | $969K | 0.1% |
| Utilities | 3 | $808K | 0.1% |
| Energy | 2 | $630K | 0.1% |