Legacy Edge Advisors, LLC
CIK 2105396
13F filing for Q2 2026・No. 2,451
- Holdings
- US$1.09B
- Quarter change
- +US$137.19M
- Entries
- 239
- Net bought (estimate)
- +US$29.39M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 26
- Sold out 10
- Cut 97
- Added 86
- Corporate actions 2
- Unchanged 30
Largest holdings
239 stocks worth US$1.09B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 1,372,355 | US$113.43M | 10.42% |
| ISHARES TRCORE MSCI EAFE | Added | 1,026,913 | US$99.18M | 9.11% |
| ISHARES TRRUS 1000 VAL ETF | Cut | 207,147 | US$50.22M | 4.61% |
| EMXCISHARES INCMSCI EMRG CHN | Cut | 445,806 | US$45.61M | 4.19% |
| ISHARES TRRUS MID CAP ETF | Added | 381,311 | US$42.07M | 3.86% |
| MUBISHARES TRNATIONAL MUN ETF | Added | 281,933 | US$30.34M | 2.79% |
| IWFISHARES TRRUS 1000 GRW ETF | AddedSplit 4:1 | 241,524 | US$29.99M | 2.76% |
| J P MORGAN EXCHANGE TRADED FINCOME ETF | Added | 637,747 | US$29.37M | 2.70% |
| ISHARES TRISHARES SEMICDTR | Cut | 38,947 | US$24.96M | 2.29% |
| FIRST TR EXCH TRADED FD IIIINSTL PFD SECS | Added | 1,261,093 | US$24.33M | 2.23% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.