Legacy Edge Advisors, LLC - Portfolio overview

Legacy Edge Advisors, LLC has 223 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VCIT - VANGUARD SCOTTSDALE FDS, 11.84%
2. IEFA - ISHARES TR, 9.58%
3. IWD - ISHARES TR, 4.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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