Legacy Edge Advisors
Legacy Edge Advisors reported 239 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are VCIT (10.4%), IEFA (9.1%) and IWD (4.6%). Compared with Q1 2026, the fund opened new positions in ACYN, added to VCIT, IEFA and IWR, trimmed IWD, EMXC and SOXX and sold out of XDEC, SHM and NOC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VCIT Vanguard Scottsdale Fds | $113M | 10.4% | 1.4M | +12K (+1%) | 8 of 8 | |
| 2 |  IEFA Ishares TR | $99.2M | 9.1% | 1M | +20K (+2%) | 8 of 8 | |
| 3 |  IWD Ishares TR | $50.2M | 4.6% | 207K | −15K (−7%) | 8 of 8 | |
| 4 |  EMXC Ishares Msci Emerging Markets EX China ETF | $45.6M | 4.2% | 446K | −51K (−10%) | 8 of 8 | |
| 5 |  IWR Ishares TR | $42.1M | 3.9% | 381K | +12K (+3%) | 8 of 8 | |
| 6 |  MUB Ishares TR | $30.3M | 2.8% | 282K | +21K (+8%) | 8 of 8 | |
| 7 |  IWF Ishares TR | $30M | 2.8% | 242K | +182K (+303%) | 8 of 8 | |
| 8 |  JPIE J P Morgan Exchange Traded F | $29.4M | 2.7% | 638K | +193K (+44%) | 8 of 8 | |
| 9 |  SOXX Ishares Semiconductor | $25M | 2.3% | 39K | −7,467 (−16%) | 8 of 8 | |
| 10 |  FPEI First Trust Institutional Preferred Securities & Income ETF | $24.3M | 2.2% | 1.3M | +47K (+4%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $536K | 2,370 |
 XDEC First TR Exchng Traded FD VI | $525K | 13K |
 SHM Spdr Series Trust | $430K | 8,984 |
 NOC Northrop Grumman Corp | $265K | 388 |
 CRM Salesforce Inc | $253K | 1,355 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR/A Amendment | Q2 2026 | SEC filing ↗ |
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.
Other superinvestors
All hedge fund holdings →Legacy Edge Advisors 13F FAQ
What does Legacy Edge Advisors own?
Legacy Edge Advisors reported 239 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are VCIT (10.4%), IEFA (9.1%) and IWD (4.6%). The table above lists every position in the filing (the top 10 without an account).
What did Legacy Edge Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 26 new positions, 88 added to, 94 trimmed and 10 sold out. New positions include ACYN. It sold all of XDEC, SHM and NOC.
When will Legacy Edge Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Legacy Edge Advisors's portfolio worth?
The Q2 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.