Legacy Edge Advisors LLC: Quarterly Portfolio Update
This report summarizes observable purchases and sales by Legacy Edge Advisors in Q2 2026 based on available data.
As of June 30, 2026, Legacy Edge Advisors LLC has shown active management within its portfolio through significant changes observed during the quarter. The firm's overall holdings structure indicates a mix of concentrated and diversified positions.
Prominent Portfolio Changes
The most notable activity involves substantial reductions in certain Exchange-Traded Funds (ETFs). Legacy Edge Advisors significantly decreased their position in J P Morgan Exchange Traded Fund ETF (JPIE) by over 91%, reflecting a major divestment. Similarly, the Vanguard Scottsdale Fund for Institutional Clients (VCIT), which held a significant allocation of around 11.56% at the end of the quarter, saw its share count decline by approximately 23.31%. Other notable exits include reductions in FIRST TR EXCH TRADED FD III (FPEI) and ISHARES TR (NYF), both indicating strategic selling.
Significant Purchases
In contrast to the widespread sales, there were also concentrated buying activities. The most striking purchase was IShares Trust ETF (IGV), where Legacy Edge Advisors increased their stake by an impressive 1082.15%. This suggests a strong conviction in this particular fund's prospects or strategy during Q2.
Other Transactions and Portfolio Dynamics
Beyond the most significant changes, numerous other holdings experienced share count adjustments throughout the quarter. ISHARES INC (EMXC) saw its position reduced by 21%, while several iShares ETFs like IWD, MUB, and IWR also decreased their allocations, indicating ongoing portfolio rebalancing or performance-based adjustments.
On the other hand, some positions showed modest increases. Vanguard Index Funds Inc (VUG) saw a slight rise of about 7.27% in its allocation, while SPDR Series Trust ETFs (SPSM) increased by approximately 29.35%. Conversely, holdings like J P Morgan Exchange Traded Fund ETF (JSCP), which was previously exited, and Vanguard Muni Bond II ETF (VCSH) also decreased during the quarter.
The portfolio's overall structure remains dominated by a large position in Vanguard Scottsdale Fund for Institutional Clients (VCIT). However, this significant allocation saw its share count decrease substantially (-23.31%) from prior periods, impacting its weight within the portfolio.
Conclusion
Late Edge Advisors' Q2 2026 activity reveals a dynamic approach to managing their investments. The quarter featured significant selling in several ETFs and concentrated buying into IGV, alongside numerous other share count changes across various holdings. This indicates active monitoring of performance and strategic adjustments based on market conditions or investment objectives.