Legacy Edge Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares National Muni Bond ETF
MUB
|
+$20.9M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
+$20.7M |
| 3 |
iShares New York Muni Bond ETF
NYF
|
+$11.9M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$6.82M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$5.14M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$15.2M |
| 2 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$10.4M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$9.83M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$4.63M |
| 5 |
Texas Pacific Land
TPL
|
+$1.98M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 89.69% |
| 2 | Technology | 4.89% |
| 3 | Financials | 1.71% |
| 4 | Communication Services | 0.96% |
| 5 | Consumer Discretionary | 0.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
First Trust Preferred Securities and Income ETF
FPE
$6.3B
| – | – |
-10,376
| Closed | -$183K |
|
202
iShares Russell Top 200 Value ETF
IWX
$4.04B
| – | – |
-3,059
| Closed | -$251K |
|
203
McDonald's
MCD
$188B
| – | – |
-657
| Closed | -$205K |
|
204
Merck
MRK
$366B
| – | – |
-2,701
| Closed | -$242K |
|
205
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
| – | – |
-3,395
| Closed | -$588K |
|
|
206
Texas Pacific Land
TPL
$25.1B
| – | – |
-4,473
| Closed | -$1.98M |
|
207
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29B
| – | – |
-16,100
| Closed | -$593K |
|
208
State Street Health Care Select Sector SPDR ETF
XLV
$44.5B
| – | – |
-2,014
| Closed | -$294K |
|
209
ExxonMobil
XOM
$644B
| – | – |
-1,717
| Closed | -$204K |
|
Similar funds
Legacy Edge Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, Legacy Edge Advisors held 209 positions worth $749M, up 17% from $641M the previous quarter. Its ten largest holdings account for 47% of the portfolio.
Legacy Edge Advisors deployed $54.8M of net new capital in Q2 2025, opening 28 new positions and adding to 91 existing holdings. Its largest new stake was FT Vest US Equity Enhance & Moderate Buffer ETF June: 122,669 shares worth $5.04M.
By sector, the portfolio is most concentrated in Miscellaneous at 90% of assets, up from 89% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Vanguard Tax-Exempt Bond Index Fund, an estimated $15.2M trimmed.
- Legacy Edge Advisors's largest Q2 2025 buy was FT Vest US Equity Enhance & Moderate Buffer ETF June: 122,669 shares worth $5.04M.
- Legacy Edge Advisors added most to iShares National Muni Bond ETF in Q2 2025, an estimated $20.9M increase.
- Legacy Edge Advisors's biggest Q2 2025 reduction was Vanguard Tax-Exempt Bond Index Fund, cutting an estimated $15.2M.
- Legacy Edge Advisors fully exited Texas Pacific Land in Q2 2025, selling an estimated $1.98M.
- Legacy Edge Advisors's ten largest holdings make up 47% of its $749M portfolio in Q2 2025.
- Legacy Edge Advisors opened 28 new positions and closed 11 in Q2 2025.
- Legacy Edge Advisors's portfolio value rose 17% quarter-over-quarter to $749M.
Based on Legacy Edge Advisors's 13F filing for Q2 2025, filed 17 Aug 2026.