Legacy Edge Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Syosset, NY
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
223
Total value ($000)
$951,362
Net value change ($000)
+37,839 (4.1%)
New positions
17
Sold out positions
11
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVUV 11,199 2799.8%
JPIE 9,659 89.3%
VCIT 8,597 8.3%
VCSH 7,519 2848.1%
XLP 6,443 302.2%
JTEK 5,924 NEW
EMXC 4,824 14.1%
IEFA 4,641 5.4%
IWR 4,037 12.7%
NYF 2,903 18.5%
Top Reduces (Value $000, Stocks/ETFs)
IGV -8,957 -92.9%
SPSM -6,487 -30.7%
MSFT -3,586 -22.1%
IWF -3,333 -11.5%
QUAL -3,278 -14.5%
AGG -2,345 -51.2%
VUG -2,327 -10.2%
SPY -1,100 -9.3%
JEPI -1,035 -7.0%
IVV -997 -9.6%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type