StockDriftsStockDriftsTop 50 Legacy Edge Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 10.42% | 1.37M | $113.4M | +0.85%(+11.57K) | $83.86(-3.13%) | 2026-06-30 | |
| IEFA | ISHARES TR | 9.11% | 1.03M | $99.2M | +2.01%(+20.19K) | $88.52(+14.14%) | 2026-06-30 | |
| IWD | ISHARES TR | 4.61% | 207.1K | $50.2M | -6.59%(-14.62K) | $206.96(+24.88%) | 2026-06-30 | |
| EMXC | ISHARES INC | 4.19% | 445.8K | $45.6M | -10.32%(-51.27K) | $70.38(+35.21%) | 2026-06-30 | |
| IWR | ISHARES TR | 3.86% | 381.3K | $42.1M | +3.27%(+12.06K) | $96.64(+17.30%) | 2026-06-30 | |
| MUB | ISHARES TR | 2.79% | 281.9K | $30.3M | +7.91%(+20.67K) | $106.78(-0.78%) | 2026-06-30 | |
| IWF | ISHARES TR | 2.76% | 241.5K | $30.0M | +0.71%(+1.70K) | $81.68(+53.38%) | 2026-06-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 2.7% | 637.7K | $29.4M | +43.51%(+193.35K) | $46.19(-0.80%) | 2026-06-30 | |
| SOXX | ISHARES TR | 2.29% | 38.9K | $25.0M | -16.09%(-7.47K) | $286.13(+87.45%) | 2026-06-30 | |
| FPEI | FIRST TR EXCH TRADED FD III | 2.23% | 1.26M | $24.3M | +3.85%(+46.78K) | $19.34(-0.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.84% |
| Top 20 Holdings Unweighted | — | — | — | — | +33.79% |
Legacy Edge Advisors LLC reports $1.09B in US-listed equity holdings across 239 positions in its most recent 13F filing. Its largest disclosed positions are VCIT (10.4%), IEFA (9.1%) and IWD (4.6%). The top 20 holdings account for 63.28% of reported assets. Its disclosed equity book has returned +28.84% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Legacy Edge Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2105396). View Legacy Edge Advisors LLC’s 13F filings on SEC