Legacy Edge Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Syosset, NY
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
198
Total value ($000)
$748,869
Net value change ($000)
-202,493 (-21.3%)
New positions
20
Sold out positions
45
Turnover %
7.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IGV 10,332 1517.2%
MSFT 3,589 28.5%
BNDX 2,161 NEW
SPSM 2,056 14.0%
MBB 1,809 227.0%
VUG 1,568 7.7%
TLT 682 NEW
SCHO 654 NEW
IWP 590 5.9%
VGIT 576 NEW
Top Reduces (Value $000, Stocks/ETFs)
VCIT -26,067 -23.1%
IEFA -20,704 -22.7%
JPIE -18,725 -91.5%
EMXC -14,306 -36.6%
AVUV -11,599 -100.0%
IWR -10,578 -29.5%
XLP -8,575 -100.0%
IWD -8,268 -17.4%
VCSH -6,581 -84.6%
NYF -6,379 -34.2%
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