Legacy Edge Advisors, LLC - Portfolio Stock Holdings
Legacy Edge Advisors, LLC disclosed 247 stock positions in a recent SEC 13F filing. $1,088,238,818 of stock holdings were filed, with the largest holdings including VCIT, IEFA, and IWD. This filing represented positions held on June 30, 2026, and was filed on Aug. 26, 2026.We estimate the fund has a total AUM of $1,228,771,954 and has 18 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
247Est. Stock Holding Value:
$1,088,238,818Top Stock Holdings By Sector
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Portfolio Stock Holdings - Legacy Edge Advisors, LLC
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% of Portfolio
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