account_balance

Investment manager · 13F filer · SEC CIK 2105396

Legacy Edge Advisors, LLC

Reported value$1.13Bas of Sep 30, 2026
Positions249 77 new, 26 sold out
Top 10 weight42.8%VCIT alone is 11%
FiledNov 637 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VCIT Vanguard Scottsdale FDS 10.6% Added +46%
IEFA iShares Tr 9.2% Added +27%
IWR iShares Tr 3.8% Added +45%
IWD iShares Tr 3.5% Trimmed −20%
IEMG iShares Inc 3.1% Added +681%
IWF iShares Tr 3.1% Added +378%
JPIE J P Morgan Exchange Traded F 2.9% Added +1820%
VGLT Vanguard Scottsdale FDS 2.3% New
FPEI First Tr Exch Traded Fd III 2.2% Added +45%
VUG Vanguard Index FDS 2.1% Added +422%
QUAL iShares Tr 2.1% Trimmed −2%
SUB iShares Tr 1.9% Added +12%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 6, 2026, compared with the Aug 10, 2026 filing
add_circleNew
  • VGLT $26.4M
  • ACYN $14.3M
  • AVUV $13.8M
  • JTEK $10.3M
arrow_upwardAdded
  • JPIE +1820%
  • BBUS +1714%
  • JSCP +1518%
  • JIRE +1336%
arrow_downwardTrimmed
  • EMXC −62%
  • VTV −28%
  • SOXX −23%
  • IWD −20%
remove_circleSold out
  • BNDX $2.16M
  • SRLN $839K
  • TLT $682K
  • SCHO $654K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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