Legacy Edge Advisors, LLC: 13F holdings
CIK 21053962026Q2
| Positions | 239 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 239 (+16 vs prior quarter) |
|---|
| Reported value | $1.1bn (+14.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VCIT VANGUARD SCOTTSDALE FDS | 1,372,355 | $113.4m | 10.4% |
| IEFA ISHARES TR | 1,026,913 | $99.2m | 9.1% |
| IWD ISHARES TR | 207,147 | $50.2m | 4.6% |
| EMXC ISHARES INC | 445,806 | $45.6m | 4.2% |
| IWR ISHARES TR | 381,311 | $42.1m | 3.9% |
| MUB ISHARES TR | 281,933 | $30.3m | 2.8% |
| IWF ISHARES TR | 241,524 | $30.0m | 2.8% |
| JPIE J P MORGAN EXCHANGE TRADED F | 637,747 | $29.4m | 2.7% |
| SOXX ISHARES TR | 38,947 | $25.0m | 2.3% |
| FPEI FIRST TR EXCH TRADED FD III | 1,261,093 | $24.3m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2105396")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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