SEC 13F Intelligence

Managers / Q1 2026

Legacy Edge Advisors, LLC

CIK 0002105396 · 485 UNDERHILL BLVD., SUITE 100, SYOSSET, NY, 11791 · 9733090024

Reported Value
$951M
Q1 2026
Positions
223
Filings on Record
2
2019–present window
Filed
May 11, 2026
original filing

Summary

Legacy Edge Advisors, Llc reported $951M in U.S.-listed holdings across 223 positions for Q1 2026.

Its largest position, VCIT, represents 11.8% of the portfolio.

Compared with Q4 2025, the fund opened 17 new positions and exited 11.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $914MQ4 ’25Q1 ’26: $951MQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$951M223May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$914M217Feb 2, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.