Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Legacy Edge Advisors, LLC (CIK 2105396) reported $1.09B across 239 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VCIT ($113.4M, 10.42%), IEFA ($99.2M, 9.11%), IWD ($50.2M, 4.61%), EMXC ($45.6M, 4.19%), IWR ($42.1M, 3.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $113.4M | 10.42% | 1.4M | Added |
| 2 | IEFA | ISHARES TR | $99.2M | 9.11% | 1.0M | Added |
| 3 | IWD | ISHARES TR | $50.2M | 4.61% | 207,147 | Trimmed |
| 4 | EMXC | ISHARES INC | $45.6M | 4.19% | 445,806 | Trimmed |
| 5 | IWR | ISHARES TR | $42.1M | 3.86% | 381,311 | Added |
| 6 | MUB | ISHARES TR | $30.3M | 2.79% | 281,933 | Added |
| 7 | IWF | ISHARES TR | $30.0M | 2.76% | 241,524 | Added |
| 8 | JPIE | J P MORGAN EXCHANGE TRADED F | $29.4M | 2.70% | 637,747 | Added |
| 9 | SOXX | ISHARES TR | $25.0M | 2.29% | 38,947 | Trimmed |
| 10 | FPEI | FIRST TR EXCH TRADED FD III | $24.3M | 2.23% | 1.3M | Added |
| 11 | VUG | VANGUARD INDEX FDS | $24.0M | 2.21% | 278,734 | Added |
| 12 | QUAL | ISHARES TR | $22.1M | 2.03% | 100,803 | Trimmed |
| 13 | SUB | ISHARES TR | $21.2M | 1.95% | 199,011 | Added |
| 14 | SCHD | SCHWAB STRATEGIC TR | $20.1M | 1.84% | 632,796 | Added |
| 15 | VTV | VANGUARD INDEX FDS | $19.8M | 1.82% | 90,983 | Trimmed |
| 16 | NYF | ISHARES TR | $19.7M | 1.81% | 366,334 | Added |
| 17 | IYJ | ISHARES TR | $18.9M | 1.74% | 113,634 | Added |
| 18 | GRID | FIRST TR EXCHANGE-TRADED FD | $18.2M | 1.67% | 94,818 | Trimmed |
| 19 | CIBR | FIRST TR EXCHANGE-TRADED FD | $17.8M | 1.63% | 197,558 | Trimmed |
| 20 | SPSM | SPDR SERIES TRUST | $17.6M | 1.62% | 305,454 | Added |
| 21 | VCSH | VANGUARD SCOTTSDALE FDS | $14.9M | 1.37% | 188,507 | Added |
| 22 | JEPI | J P MORGAN EXCHANGE TRADED F | $14.8M | 1.36% | 262,507 | Added |
| 23 | AVUV | AMERICAN CENTY ETF TR | $13.8M | 1.26% | 110,273 | Added |
| 24 | MSFT | MICROSOFT CORP | $12.7M | 1.17% | 34,028 | Trimmed |
| 25 | AAPL | APPLE INC | $12.5M | 1.15% | 43,351 | Added |
Source: SEC Form 13F filings · as of 2026-06-30