StockDrifts LogoStockDrifts

Legacy Edge Advisors, LLC

Portfolio Manager
Legacy Edge Advisors, LLC
Performance
-0.22% (2026 Q1)
AUM (13F)
$951.36M
# of Holdings
223
Performance Rank
Allocation (Top 20)
64.69%

Legacy Edge Advisors, LLC Holdings Map

Top 50 Legacy Edge Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VCIT
VANGUARD SCOTTSDALE FDS
11.84%1.36M$112.6M
+9.57%(+118.91K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.24M shares2026-Q1: 1.36M shares
$83.87(-1.82%)
2026-03-31
IEFA
ISHARES TR
9.58%1.01M$91.1M
+4.12%(+39.83K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 966.9K shares2026-Q1: 1.01M shares
$88.45(+10.01%)
2026-03-31
IWD
ISHARES TR
4.98%221.8K$47.4M
-2.58%(-5.88K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 227.6K shares2026-Q1: 221.8K shares
$206.96(+19.25%)
2026-03-31
EMXC
ISHARES INC
4.11%497.1K$39.1M
+5.40%(+25.48K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 471.6K shares2026-Q1: 497.1K shares
$70.38(+37.79%)
2026-03-31
IWR
ISHARES TR
3.77%369.2K$35.9M
+11.56%(+38.25K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 331.0K shares2026-Q1: 369.2K shares
$96.45(+14.41%)
2026-03-31
MUB
ISHARES TR
2.92%261.3K$27.7M
+10.00%(+23.75K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 237.5K shares2026-Q1: 261.3K shares
$106.78(+0.67%)
2026-03-31
IWF
ISHARES TR
2.69%60.0K$25.6M
-1.80%(-1.10K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 61.1K shares2026-Q1: 60.0K shares
$470.85(-74.27%)
2026-03-31
FPEI
FIRST TR EXCH TRADED FD III
2.43%1.21M$23.1M
+8.11%(+91.09K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.12M shares2026-Q1: 1.21M shares
$19.35(-0.30%)
2026-03-31
SUB
ISHARES TR
2.19%196.0K$20.9M
+3.87%(+7.31K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 188.6K shares2026-Q1: 196.0K shares
$106.73(-0.40%)
2026-03-31
JPIE
J P MORGAN EXCHANGE TRADED F
2.15%444.4K$20.5M
+90.22%(+210.77K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 233.6K shares2026-Q1: 444.4K shares
$46.27(-0.82%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Legacy Edge Advisors, LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all