Legacy Edge Advisors, LLC

Q2 2025 13F-HR Holdings

Location
Syosset, NY
Holdings as of
6/30/2025
Date filed
8/17/2026
Form type
13F-HR
Num holdings
198
Total value ($000)
$748,869
Net value change ($000)
+107,918 (16.8%)
New positions
28
Sold out positions
11
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/17/2026 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
IWR 22,243 721.9%
MUB 20,968 1311.3%
IEFA 13,110 22.9%
NYF 11,908 3441.6%
EMXC 6,795 37.8%
IWD 6,441 19.7%
XJUN 5,038 NEW
VUG 4,906 28.6%
MSFT 3,855 31.2%
SPSM 3,821 29.7%
Top Reduces (Value $000, Stocks/ETFs)
VTEB -15,576 -66.9%
IWS -10,056 -56.6%
IWP -7,504 -41.4%
IVV -3,604 -26.9%
TPL -1,976 -100.0%
IWM -1,318 -31.9%
FLRN -918 -11.9%
USHY -593 -100.0%
RSP -588 -100.0%
UNH -356 -45.2%
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