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LEA

Legacy Edge Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
+5.48%
1 Year Est. Return
+20.24%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$626M
AUM Growth
+$83.3M
Cap. Flow
+$53M
Cap. Flow %
8.47%
Top 10 Hldgs %
44.12%
Holding
189
New
14
Increased
91
Reduced
64
Closed
6

Top Buys

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.33M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.17M
3
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.38M
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$3.18M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.87M

Top Sells

Rank Stock Value
1
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$576K
2
MUB icon
iShares National Muni Bond ETF
MUB
+$453K
3
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$426K
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$354K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$304K

Sector Composition

Rank Sector Weight
1 Miscellaneous 88.64%
2 Technology 5.26%
3 Financials 1.51%
4 Healthcare 1.27%
5 Communication Services 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
26
Apple
AAPL
$4.67T
$8.62M 1.38%
36,975
+3,481
+10% +$777K
RSP icon
27
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$6.16M 0.98%
34,382
+933
+3% +$159K
VO icon
28
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$4.65M 0.74%
70,448
+3,012
+4% +$189K
IWM icon
29
iShares Russell 2000 ETF
IWM
$80.8B
$4.55M 0.73%
20,583
+536
+3% +$115K
VOO icon
30
Vanguard S&P 500 ETF
VOO
$1.03T
$4.5M 0.72%
8,532
+435
+5% +$221K
VONG icon
31
Vanguard Russell 1000 Growth ETF
VONG
$45.1B
$4.45M 0.71%
46,057
-6,177
-12% -$576K
NVDA icon
32
NVIDIA
NVDA
$5.25T
$4.03M 0.64%
33,214
+1,018
+3% +$120K
SGOV icon
33
iShares 0-3 Month Treasury Bond ETF
SGOV
$104B
$3.38M 0.54%
33,536
+11,997
+56% +$1.21M
AMZN icon
34
Amazon
AMZN
$2.87T
$3.25M 0.52%
17,430
+997
+6% +$182K
EMXC icon
35
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.9B
$2.98M 0.48%
48,846
+36,449
+294% +$2.19M
IWR icon
36
iShares Russell Mid-Cap ETF
IWR
$57.1B
$2.93M 0.47%
33,299
+2,127
+7% +$179K
IWO icon
37
iShares Russell 2000 Growth ETF
IWO
$14.8B
$2.75M 0.44%
9,678
-242
-2% -$66.3K
GOOGL icon
38
Alphabet (Google) Class A
GOOGL
$4.24T
$2.57M 0.41%
15,502
+1,000
+7% +$168K
IUSB icon
39
iShares Core Universal USD Bond ETF
IUSB
$43.6B
$2.48M 0.4%
52,547
+3,658
+7% +$170K
VEA icon
40
Vanguard FTSE Developed Markets ETF
VEA
$238B
$2.42M 0.39%
45,870
+4,996
+12% +$254K
VB icon
41
Vanguard Morningstar Small-Cap ETF
VB
$81.3B
$2.31M 0.37%
9,719
+238
+3% +$54.1K
ESGD icon
42
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
$2.29M 0.37%
27,178
+545
+2% +$44K
VWO icon
43
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$2.1M 0.33%
43,790
+4,713
+12% +$210K
BRK.B icon
44
Berkshire Hathaway Class B
BRK.B
$1.08T
$2.03M 0.32%
4,409
+209
+5% +$92.4K
JPM icon
45
JPMorgan Chase
JPM
$951B
$1.83M 0.29%
8,666
-99
-1% -$20.9K
AXP icon
46
American Express
AXP
$225B
$1.8M 0.29%
6,644
-199
-3% -$49.6K
NULV icon
47
Nuveen ESG Large-Cap Value ETF
NULV
$2.3B
$1.8M 0.29%
43,093
-63
-0.1% -$2.5K
IWY icon
48
iShares Russell Top 200 Growth ETF
IWY
$16B
$1.74M 0.28%
7,929
+706
+10% +$150K
IWN icon
49
iShares Russell 2000 Value ETF
IWN
$14.5B
$1.69M 0.27%
10,153
+325
+3% +$52.8K
VTI icon
50
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
$1.64M 0.26%
5,798
+819
+16% +$223K
1
2
3 4 5

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Legacy Edge Advisors's Q3 2024 Portfolio in Review

As of Q3 2024, Legacy Edge Advisors held 189 positions worth $626M, up 15% from $543M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Legacy Edge Advisors deployed $53M of net new capital in Q3 2024, opening 14 new positions and adding to 91 existing holdings. Its largest new stake was Universal Display: 2,590 shares worth $544K.

By sector, the portfolio is most concentrated in Miscellaneous at 89% of assets, up from 88% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Vanguard Russell 1000 Growth ETF, an estimated $576K trimmed.

  • Legacy Edge Advisors's largest Q3 2024 buy was Universal Display: 2,590 shares worth $544K.
  • Legacy Edge Advisors added most to Vanguard Intermediate-Term Corporate Bond ETF in Q3 2024, an estimated $7.33M increase.
  • Legacy Edge Advisors's biggest Q3 2024 reduction was Vanguard Russell 1000 Growth ETF, cutting an estimated $576K.
  • Legacy Edge Advisors fully exited iShares Currency Hedged MSCI EAFE ETF in Q3 2024, selling an estimated $426K.
  • Legacy Edge Advisors's ten largest holdings make up 44% of its $626M portfolio in Q3 2024.
  • Legacy Edge Advisors opened 14 new positions and closed 6 in Q3 2024.
  • Legacy Edge Advisors's portfolio value rose 15% quarter-over-quarter to $626M.

Based on Legacy Edge Advisors's 13F filing for Q3 2024, filed 17 Aug 2026.