Legacy Edge Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Avantis US Small Cap Value ETF
AVUV
|
+$11.1M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$9.95M |
| 3 |
JPMorgan Income ETF
JPIE
|
+$9.76M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$7.56M |
| 5 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$6.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$7.32M |
| 2 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$7.32M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$2.61M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.34M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$2.24M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.8% |
| 2 | Financials | 1.28% |
| 3 | Communication Services | 1% |
| 4 | Healthcare | 0.7% |
| 5 | Consumer Discretionary | 0.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Citigroup
C
$227B
| – | – |
-3,565
| Closed | -$416K |
|
227
Fidelity MSCI Information Technology Index ETF
FTEC
$21.1B
| – | – |
-904
| Closed | -$203K |
|
228
iShares Core MSCI Europe ETF
IEUR
$9.14B
| – | – |
-3,222
| Closed | -$229K |
|
229
ServiceNow
NOW
$132B
| – | – |
-2,140
| Closed | -$328K |
|
230
iShares S&P 100 ETF
OEF
$20.5B
| – | – |
-1,404
| Closed | -$482K |
|
231
Schwab US Mid-Cap ETF
SCHM
$15B
| – | – |
-10,018
| Closed | -$301K |
|
232
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.18B
| – | – |
-3,031
| Closed | -$285K |
|
233
State Street Health Care Select Sector SPDR ETF
XLV
$44B
| – | – |
-1,323
| Closed | -$205K |
|
234
Reddit
RDDT
$30.5B
| – | – |
-904
| Closed | -$208K |
|
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Legacy Edge Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, Legacy Edge Advisors held 234 positions worth $951M, up 4.1% from $914M the previous quarter. Its ten largest holdings account for 47% of the portfolio.
Legacy Edge Advisors deployed $50.2M of net new capital in Q1 2026, opening 17 new positions and adding to 72 existing holdings. Its largest new stake was JPMorgan US Tech Leaders ETF: 74,484 shares worth $5.92M.
By sector, the portfolio is most concentrated in Technology at 3.8% of assets, down from 4.6% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was State Street SPDR Portfolio S&P 600 Small Cap ETF, an estimated $7.32M trimmed.
- Legacy Edge Advisors's largest Q1 2026 buy was JPMorgan US Tech Leaders ETF: 74,484 shares worth $5.92M.
- Legacy Edge Advisors added most to Avantis US Small Cap Value ETF in Q1 2026, an estimated $11.1M increase.
- Legacy Edge Advisors's biggest Q1 2026 reduction was State Street SPDR Portfolio S&P 600 Small Cap ETF, cutting an estimated $7.32M.
- Legacy Edge Advisors fully exited iShares S&P 100 ETF in Q1 2026, selling an estimated $482K.
- Legacy Edge Advisors's ten largest holdings make up 47% of its $951M portfolio in Q1 2026.
- Legacy Edge Advisors opened 17 new positions and closed 11 in Q1 2026.
- Legacy Edge Advisors's portfolio value rose 4.1% quarter-over-quarter to $951M.
Based on Legacy Edge Advisors's 13F filing for Q1 2026, filed 11 May 2026.