Managers / Q4 2025 · view latest →
Legacy Edge Advisors, LLC
CIK 0002105396 · 485 UNDERHILL BLVD., SUITE 100, SYOSSET, NY, 11791 · 9733090024
Reported Value
$914M
Q4 2025
Positions
217
Filings on Record
2
2019–present window
Filed
Feb 2, 2026
original filing
Summary
Legacy Edge Advisors, Llc reported $914M in U.S.-listed holdings across 217 positions for Q4 2025.
Its largest position, VCIT, represents 11.4% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 90.1% · $823M
- Common Stock · 9.8% · $90M
- ADR · 0.1% · $642,160
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2025
Filing History
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 ↗.