Legacy Edge Advisors, LLC

Q4 2025 13F Holdings Report, Stock Holdings

Signature - Title
Timothy Olin Urie - MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER
Location
Syosset, NY
Holdings as of
31 Dec 2025
Value $
$913,523,137
Num holdings
217
Filing time
02 Feb 2026, 12:09:45 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VCIT, IEFA, IWD, EMXC, and IWR.
SEC
View on sec.gov

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Quoteable Key Fact

"Legacy Edge Advisors, LLC reported $913,523,137 across 217 holdings in Q4 2025."

Quick Takeaways

  • Legacy Edge Advisors, LLC reported 13f holdings report, stock holdings for Q4 2025.
  • Reported holdings value: $913,523,137.
  • 217 holdings are listed in this filing snapshot.

What Changed

  • No earlier comparable filing is available in this series.
  • This page will show quarter-over-quarter deltas once prior reports are present.

Why This Matters

  • This filing-level page explains what the portfolio report tells you before the holdings table.
  • You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Official SEC Source

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

See Original Filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Timothy Olin Urie MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER Syosset, New York 02 Feb 2026

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