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Legacy Edge Advisors, LLC

Q4 2025 13F Holdings

  • Location
    syosset, NY
  • Num holdings

    217

  • Value ($000)

    $913,523

  • Date Filed
    02/02/2026
  • Form type
    13F-HR
  • CIK
    0002105396
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$104.01M
11 %

1,241,883

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$86.5M
10 %

966,892

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$47.88M
5 %

227,640

E
EMXC

ISHARES INC

MSCI EMRG CHN
46434G764
$34.28M
4 %

471,603

I
IWR

ISHARES TR

RUS MID CAP ETF
464287499
$31.87M
4 %

330,997

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$28.9M
3 %

61,059

M
MUB

ISHARES TR

NATIONAL MUN ETF
464288414
$25.44M
3 %

237,517

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$22.79M
3 %

46,722

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$22.62M
3 %

113,890

F
FPEI

FIRST TR EXCH TRADED FD III

INSTL PFD SECS
33739P855
$21.78M
2 %

1,123,229

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