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LEA

Legacy Edge Advisors Portfolio holdings

AUM $951M
This Fund
S&P 500
This Quarter Est. Return
+1.58%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$914M
AUM Growth
–
Cap. Flow
+$910M
Cap. Flow %
99.57%
Top 10 Hldgs %
46.64%
Holding
217
New
217
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$104M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$85.5M
3
IWD icon
iShares Russell 1000 Value ETF
IWD
+$47M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$33.4M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$31.8M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 4.58%
2 Financials 1.56%
3 Communication Services 1.16%
4 Healthcare 0.79%
5 Consumer Discretionary 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWP icon
26
iShares Russell Mid-Cap Growth ETF
IWP
$19.4B
$10.7M 1.17%
+78,188
New +$10.9M
IVV icon
27
iShares Core S&P 500 ETF
IVV
$858B
$10.3M 1.13%
+15,092
New +$10.2M
IGV icon
28
iShares Expanded Tech-Software Sector ETF
IGV
$12.4B
$9.64M 1.06%
+91,190
New +$10M
IWS icon
29
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$8.12M 0.89%
+57,557
New +$8.05M
FLRN icon
30
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.07B
$7.54M 0.83%
+245,478
New +$7.55M
XJUN icon
31
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$136M
$7.05M 0.77%
+164,080
New +$6.97M
VONG icon
32
Vanguard Russell 1000 Growth ETF
VONG
$41.2B
$6.98M 0.76%
+57,295
New +$6.99M
NVDA icon
33
NVIDIA
NVDA
$4.6T
$6.35M 0.69%
+34,027
New +$6.33M
VO icon
34
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$5.36M 0.59%
+73,808
New +$5.37M
GOOGL icon
35
Alphabet (Google) Class A
GOOGL
$4.12T
$5.1M 0.56%
+16,288
New +$4.65M
VOO icon
36
Vanguard S&P 500 ETF
VOO
$956B
$4.99M 0.55%
+7,960
New +$4.95M
IEMG icon
37
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
$4.63M 0.51%
+68,858
New +$4.62M
AGG icon
38
iShares Core US Aggregate Bond ETF
AGG
$138B
$4.58M 0.5%
+45,891
New +$4.6M
AMZN icon
39
Amazon
AMZN
$2.44T
$4.39M 0.48%
+19,001
New +$4.35M
JSCP icon
40
JPMorgan Short Duration Core Plus ETF
JSCP
$1.68B
$4.23M 0.46%
+89,025
New +$4.24M
SUSC icon
41
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$4.01M 0.44%
+171,611
New +$4.04M
VEA icon
42
Vanguard FTSE Developed Markets ETF
VEA
$223B
$3.77M 0.41%
+60,314
New +$3.69M
ESGD icon
43
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$3.64M 0.4%
+38,311
New +$3.61M
IWM icon
44
iShares Russell 2000 ETF
IWM
$79.1B
$3.28M 0.36%
+13,331
New +$3.28M
BBUS icon
45
JPMorgan BetaBuilders US Equity ETF
BBUS
$8.63B
$3.18M 0.35%
+25,820
New +$3.16M
NULV icon
46
Nuveen ESG Large-Cap Value ETF
NULV
$2.17B
$3.07M 0.34%
+68,091
New +$3.04M
AVGO icon
47
Broadcom
AVGO
$1.76T
$3.06M 0.33%
+8,829
New +$3.16M
JIRE icon
48
JPMorgan International Research Enhanced Equity ETF
JIRE
$11B
$2.91M 0.32%
+38,845
New +$2.9M
JPM icon
49
JPMorgan Chase
JPM
$916B
$2.88M 0.32%
+8,951
New +$2.77M
BRK.B icon
50
Berkshire Hathaway Class B
BRK.B
$1.1T
$2.68M 0.29%
+5,338
New +$2.66M
1
2
3 4 5

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Legacy Edge Advisors's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Legacy Edge Advisors, which disclosed 217 positions worth $914M. Its ten largest holdings account for 47% of the portfolio.

Its largest position is Vanguard Intermediate-Term Corporate Bond ETF: 1,241,883 shares worth $104M.

By sector, the portfolio is most concentrated in Technology at 4.6% of assets, followed by Financials and Communication Services.

  • Legacy Edge Advisors's largest Q4 2025 buy was Vanguard Intermediate-Term Corporate Bond ETF: 1,241,883 shares worth $104M.
  • Legacy Edge Advisors's ten largest holdings make up 47% of its $914M portfolio in Q4 2025.
  • Legacy Edge Advisors disclosed 217 positions in Q4 2025, its first 13F filing on record.

Based on Legacy Edge Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.