We are live on ! Find out more
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
UNH icon
151
UnitedHealth
UNH
$382B
$401K 0.04%
+1,214
New +$411K
AVUV icon
152
Avantis US Small Cap Value ETF
AVUV
$30.3B
$400K 0.04%
+3,921
New +$392K
BLK icon
153
Blackrock
BLK
$167B
$392K 0.04%
+366
New +$400K
ABT icon
154
Abbott
ABT
$187B
$388K 0.04%
+3,094
New +$394K
GLD icon
155
SPDR Gold Trust
GLD
$131B
$385K 0.04%
+972
New +$371K
SCZ icon
156
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.1B
$385K 0.04%
+4,966
New +$381K
IJH icon
157
iShares Core S&P Mid-Cap ETF
IJH
$121B
$385K 0.04%
+5,827
New +$382K
EFG icon
158
iShares MSCI EAFE Growth ETF
EFG
$16.2B
$383K 0.04%
+3,365
New +$386K
DIA icon
159
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45B
$380K 0.04%
+791
New +$374K
IJR icon
160
iShares Core S&P Small-Cap ETF
IJR
$109B
$380K 0.04%
+3,163
New +$378K
BAC icon
161
Bank of America
BAC
$429B
$376K 0.04%
+6,831
New +$361K
MCK icon
162
McKesson
MCK
$104B
$368K 0.04%
+449
New +$366K
EFA icon
163
iShares MSCI EAFE ETF
EFA
$76.4B
$358K 0.04%
+3,728
New +$354K
CVX icon
164
Chevron
CVX
$382B
$351K 0.04%
+2,301
New +$350K
QCLN icon
165
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$569M
$348K 0.04%
+7,796
New +$351K
PAVE icon
166
Global X US Infrastructure Development ETF
PAVE
$13.5B
$345K 0.04%
+7,215
New +$346K
ETR icon
167
Entergy
ETR
$50.3B
$344K 0.04%
+3,718
New +$353K
DIS icon
168
Walt Disney
DIS
$171B
$340K 0.04%
+2,986
New +$329K
RTX icon
169
RTX Corp
RTX
$290B
$339K 0.04%
+1,850
New +$321K
ICLN icon
170
iShares Global Clean Energy ETF
ICLN
$2.22B
$339K 0.04%
+20,608
New +$344K
SCHZ icon
171
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$331K 0.04%
+14,153
New +$332K
DGRO icon
172
iShares Core Dividend Growth ETF
DGRO
$42.8B
$330K 0.04%
+4,751
New +$327K
SCCO icon
173
Southern Copper
SCCO
$138B
$329K 0.04%
+2,333
New +$309K
NOW icon
174
ServiceNow
NOW
$120B
$328K 0.04%
+2,140
New +$367K
IUSG icon
175
iShares Core S&P US Growth ETF
IUSG
$30.4B
$316K 0.03%
+1,883
New +$314K
5 6
7
8 9

Similar funds

IC
Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return
DSAM
Dock Street Asset Management Palm Beach, Florida $951M AUM 31.98% 1-Year Est. Return
WAM
Wellesley Asset Management Portsmouth, New Hampshire $953M AUM 0% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $950M AUM 20.72% 1-Year Est. Return
GL
Gemsstock Ltd London, United Kingdom $949M AUM 54.05% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
IGGA
Iron Gate Global Advisors Nsl, Utah $947M AUM 23.59% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

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.