Legacy Edge Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Syosset, NY
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
249
Total value ($000)
$1,129,294
Net value change ($000)
+40,738 (3.7%)
New positions
23
Sold out positions
13
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IEMG 27,228 332.9%
VGLT 26,384 NEW
FIRST TRUST EXCHANGE-TRADED FUND 12,744 834.0%
VTEB 9,047 76.1%
VCIT 6,278 5.5%
IEFA 4,665 4.7%
IWF 4,631 15.4%
MSFT 3,735 29.4%
JPIE 3,146 10.7%
AAPL 2,034 16.2%
Top Reduces (Value $000, Stocks/ETFs)
EMXC -30,716 -67.4%
VCSH -14,183 -95.2%
IWD -10,465 -20.8%
MUB -8,605 -28.4%
SOXX -4,033 -16.2%
VTV -3,323 -16.8%
NYF -2,102 -10.6%
GRID -1,717 -9.4%
IWP -1,050 -9.2%
SPSM -1,015 -5.8%
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