Legacy Edge Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Syosset, NY
Holdings as of
9/30/2025
Date filed
8/26/2026
Form type
13F-HR
Num holdings
203
Total value ($000)
$848,810
Net value change ($000)
+99,941 (13.3%)
New positions
18
Sold out positions
13
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/17/2026 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VCIT 11,788 13.6%
IEFA 9,845 14.0%
IWD 5,495 14.0%
EMXC 4,431 17.9%
VTEB 4,155 53.9%
IWR 4,068 16.1%
IWF 3,857 15.7%
SPSM 3,211 19.2%
JSCP 3,108 761.8%
VONG 2,910 78.7%
Top Reduces (Value $000, Stocks/ETFs)
BNDX -2,161 -100.0%
MBB -1,274 -48.9%
MUB -1,204 -5.3%
VCSH -946 -78.7%
TLT -682 -100.0%
SCHO -654 -100.0%
VGIT -576 -100.0%
SPTI -512 -100.0%
IUSV -501 -100.0%
TFI -488 -100.0%
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