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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
+10.18%
1 Year Est. Return
+20.24%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$437M
AUM Growth
–
Cap. Flow
+$410M
Cap. Flow %
93.86%
Top 10 Hldgs %
43.46%
Holding
158
New
158
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$32.6M
2
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$25.3M
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$22.3M
4
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$16.3M
5
VTV icon
Vanguard Morningstar Value ETF
VTV
+$15.5M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 88.13%
2 Technology 4.91%
3 Financials 1.39%
4 Healthcare 1.28%
5 Consumer Staples 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEFA icon
1
iShares Core MSCI EAFE ETF
IEFA
$195B
$34.8M 7.95%
+494,024
New +$32.6M
VCIT icon
2
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$26.6M 6.09%
+327,244
New +$25.3M
IWF icon
3
iShares Russell 1000 Growth ETF
IWF
$126B
$23.9M 5.48%
+315,848
New +$22.3M
VUG icon
4
Vanguard Morningstar Growth ETF
VUG
$228B
$17.5M 4.02%
+338,688
New +$16.3M
VTV icon
5
Vanguard Morningstar Value ETF
VTV
$192B
$16.4M 3.76%
+109,997
New +$15.5M
IWD icon
6
iShares Russell 1000 Value ETF
IWD
$84.3B
$14.9M 3.4%
+90,027
New +$13.9M
IEMG icon
7
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$14.8M 3.39%
+292,685
New +$14.2M
IWS icon
8
iShares Russell Mid-Cap Value ETF
IWS
$15.8B
$14.5M 3.33%
+124,956
New +$13.3M
IWP icon
9
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$14.3M 3.27%
+136,900
New +$13M
SUB icon
10
iShares Short-Term National Muni Bond ETF
SUB
$11.6B
$12.1M 2.77%
+114,900
New +$12M
VTEB icon
11
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$11.7M 2.68%
+229,614
New +$11.3M
IWM icon
12
iShares Russell 2000 ETF
IWM
$80.8B
$11.6M 2.66%
+57,862
New +$10.4M
MSFT icon
13
Microsoft
MSFT
$3.81T
$11M 2.51%
+29,149
New +$10.4M
IVV icon
14
iShares Core S&P 500 ETF
IVV
$898B
$10.3M 2.36%
+21,561
New +$9.65M
SCHD icon
15
Schwab US Dividend Equity ETF
SCHD
$111B
$9.75M 2.23%
+384,105
New +$9.15M
QUAL icon
16
iShares MSCI USA Quality Factor ETF
QUAL
$47.8B
$9.02M 2.07%
+61,333
New +$8.49M
FLRN icon
17
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.92B
$8.75M 2%
+286,115
New +$8.76M
IYJ icon
18
iShares US Industrials ETF
IYJ
$1.9B
$7.78M 1.78%
+68,041
New +$7.12M
SOXX icon
19
iShares Semiconductor ETF
SOXX
$41.5B
$6.64M 1.52%
+34,566
New +$5.8M
SPY icon
20
State Street SPDR S&P 500 ETF Trust
SPY
$825B
$5.88M 1.34%
+12,365
New +$5.51M
CIBR icon
21
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.7B
$5.82M 1.33%
+108,060
New +$5.22M
QYLD icon
22
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.34B
$5.81M 1.33%
+334,999
New +$5.71M
IGV icon
23
iShares Expanded Tech-Software Sector ETF
IGV
$15.1B
$5.74M 1.31%
+70,710
New +$5.23M
VONG icon
24
Vanguard Russell 1000 Growth ETF
VONG
$45.1B
$5.5M 1.26%
+70,545
New +$5.13M
IUSB icon
25
iShares Core Universal USD Bond ETF
IUSB
$43.6B
$4.95M 1.13%
+107,488
New +$4.75M
1
2 3 4 5

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Legacy Edge Advisors's Q4 2023 Portfolio in Review

Q4 2023 is the first quarter with a 13F filing on record for Legacy Edge Advisors, which disclosed 158 positions worth $437M. Its ten largest holdings account for 43% of the portfolio.

Its largest position is iShares Core MSCI EAFE ETF: 494,024 shares worth $34.8M.

By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, followed by Technology and Financials.

  • Legacy Edge Advisors's largest Q4 2023 buy was iShares Core MSCI EAFE ETF: 494,024 shares worth $34.8M.
  • Legacy Edge Advisors's ten largest holdings make up 43% of its $437M portfolio in Q4 2023.
  • Legacy Edge Advisors disclosed 158 positions in Q4 2023, its first 13F filing on record.

Based on Legacy Edge Advisors's 13F filing for Q4 2023, filed 17 Aug 2026.