Legacy Edge Advisors, LLC
- SEC CIK
- 0002105396
- Latest filing
- Aug 11, 2026
The latest 13F from Legacy Edge Advisors, LLC covers Q2 2026 (filed Aug 11, 2026): 239 long positions worth $1.09B. The top 10 holdings make up 45.0% of the portfolio, and the largest is Vanguard Intermediate-Term Corporate Bond ETF at 10.4%. Livermore has 12 filings on Form 13F from this institution, going back to Q4 2023.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 26
- Est. +$7.49M
- Added
- 85
- Est. +$45.1M
- Reduced
- 97
- Est. −$20.6M
- Sold out
- 10
- Est. −$2.98M
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard Intermediate-Term Corporate Bond ETF92206C87010.4%$113.4M
- iShares Core MSCI Eafe ETF46432F8429.1%$99.2M
- iShares Russell 1000 Value ETF4642875984.6%$50.2M
- iShares Inc46434G7644.2%$45.6M
- iShares Russell Midcap ETF4642874993.9%$42.1M
Biggest buys
New and added positions, by estimated amount bought
- J P Morgan Exchange Traded F46641Q159+$8.90MAdded
- Vanguard Scottsdale FDS92206C409+$7.14MAdded
- J P Morgan Exchange Traded F46654Q732+$2.82MAdded
- iShares Tr464288414+$2.22MAdded
- iShares Core MSCI Emerging Markets ETF46434G103+$2.08MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Vanguard Scottsdale FDS92206C409+0.55 pp0.8% → 1.4%
- J P Morgan Exchange Traded F46641Q159+0.55 pp2.2% → 2.7%
- J P Morgan Exchange Traded F46654Q732+0.40 pp0.6% → 1.0%
- iShares Core MSCI Emerging Markets ETF46434G103+0.21 pp0.5% → 0.8%
- First Tr Exchange-Traded FD33733E690+0.14 pp0.0% → 0.1%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- iShares Inc46434G764−$5.25MReduced
- iShares Semiconductor ETF464287523−$4.78MReduced
- iShares Russell 1000 Value ETF464287598−$3.54MReduced
- First Tr Exchange-Traded FD33734X846−$851.7KReduced
- Vanguard Mun BD FDS922907746−$587.1KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- iShares Russell 1000 Value ETF464287598−0.37 pp5.0% → 4.6%
- Vanguard Mun BD FDS922907746−0.20 pp1.3% → 1.1%
- MSFTMicrosoft Corp
- SPDR Series Trust78468R200−0.11 pp0.8% → 0.7%
- Vanguard Morningstar Value ETF922908744−0.10 pp1.9% → 1.8%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $1.09B
- +$137.2M (+14.4%) vs. prior quarter
- Positions
- 239
- +16 vs. prior quarter
- Top 10 concentration
- 45.0%
- Top 10 as share of value
- Turnover
- 2.3%
- Q2 2026, one quarter
- Average holding period
- 10.2 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.
13F filings by quarter
11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $1.09B (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 11, 2026Amended | 239 | $1.09B | Vanguard Intermediate-Term Corporate Bond ETFiShares Core MSCI Eafe ETFiShares Russell 1000 Value ETF | vs. Q1 2026 | SEC |
| Q1 2026 | May 11, 2026 | 223 | $951.4M | Vanguard Intermediate-Term Corporate Bond ETFiShares Core MSCI Eafe ETFiShares Russell 1000 Value ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 2, 2026 | 217 | $913.5M | Vanguard Intermediate-Term Corporate Bond ETFiShares Core MSCI Eafe ETFiShares Russell 1000 Value ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Aug 26, 2026 | 203 | $848.8M | Vanguard Intermediate-Term Corporate Bond ETFiShares Core MSCI Eafe ETFiShares Russell 1000 Value ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 17, 2026 | 198 | $748.9M | Vanguard Intermediate-Term Corporate Bond ETFiShares Core MSCI Eafe ETFiShares Russell 1000 Value ETF | vs. Q1 2025 | SEC |
| Q1 2025 | Aug 17, 2026 | 181 | $641.0M | Vanguard Intermediate-Term Corporate Bond ETFiShares Core MSCI Eafe ETFiShares Russell 1000 Value ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Aug 17, 2026 | 177 | $630.0M | Vanguard Intermediate-Term Corporate Bond ETFiShares Core MSCI Eafe ETFiShares Russell 1000 Value ETF | vs. Q3 2024 | SEC |
| Q3 2024 | Aug 17, 2026 | 183 | $626.0M | iShares Core MSCI Eafe ETFVanguard Intermediate-Term Corporate Bond ETFiShares Russell 1000 Growth ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 17, 2026 | 175 | $542.7M | iShares Core MSCI Eafe ETFVanguard Intermediate-Term Corporate Bond ETFiShares Russell 1000 Growth ETF | vs. Q1 2024 | SEC |
| Q1 2024 | Aug 17, 2026 | 164 | $479.9M | iShares Core MSCI Eafe ETFVanguard Intermediate-Term Corporate Bond ETFiShares Russell 1000 Growth ETF | vs. Q4 2023 | SEC |
| Q4 2023 | Aug 17, 2026 | 158 | $437.0M | iShares Core MSCI Eafe ETFVanguard Intermediate-Term Corporate Bond ETFiShares Russell 1000 Growth ETF | – | SEC |