Legacy Edge Advisors, LLC
All 13F Filings
- Location
- Syosset, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 951,362
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 223 | 951,362 | 13F-HR | Legacy Edge Advisors, LLC |
| Q4 2025 | 2/2/2026 | 217 | 913,523 | 13F-HR | Legacy Edge Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 132.7 K | 14.0% | 0 | 444.7 K | -444.7 K |
| ETFs | 818.6 K | 86.0% | 484 K | 0 | 484 K |
| Other | 0 | 0.0% | 0 | 1.466 K | -1.466 K |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
951,362
Holdings
223
QoQ value change ($000)
37,839
(4.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.