Legacy Edge Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Syosset, NY
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
217
Total value ($000)
$913,523
Net value change ($000)
+64,713 (7.6%)
New positions
17
Sold out positions
3
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/26/2026 Next filing: 5/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JPIE 6,857 173.3%
IEFA 6,218 7.7%
VCIT 5,682 5.8%
EMXC 5,051 17.3%
MUB 4,077 19.1%
IWD 3,271 7.3%
IWR 2,473 8.4%
XLP 2,132 NEW
SOXX 1,582 11.5%
FPEI 1,532 7.6%
Top Reduces (Value $000, Stocks/ETFs)
IGV -2,985 -23.6%
MSFT -747 -4.4%
OLED -271 -100.0%
ORCL -269 -35.6%
IWP -241 -2.2%
NKE -225 -100.0%
HD -205 -15.9%
VIOO -200 -100.0%
COST -123 -6.6%
BX -114 -16.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type