Legacy Edge Advisors, LLC
•CIK: 2105396•Filing: Q4 2025
**Legacy Edge Advisors, LLC** manages $914M across a diverse portfolio of 217 positions. The fund exhibits significant allocations to fixed income and international equities, notably holding VCIT at $104.0M and IEFA at $86.5M. Further concentration is evident in sector-specific plays, including IWD ($47.9M) and EMXC ($34.3M). This structure suggests a tactical, multi-asset approach balancing yield generation with global market exposure.
Total AUM
$913.5M
QoQ Performance
N/A
Positions
113
Top 10 Concentration
46.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VCIT
IEFA
IWD
VCIT11.4%
IEFA9.5%
IWD5.2%
EMXC3.8%
IWR3.5%
IWF3.2%
MUB2.8%
VUG2.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other88.0%
Technology5.5%
ETF3.0%
Financial1.3%
Consumer1.0%
Healthcare0.7%
Industrial0.2%
Consumer Staples0.2%