Titelia

Holdings of Legacy Edge Advisors, LLC

198 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 49.3 % of the equity sleeve

Sector breakdown

  • Funds 18.4 %
  • Technology 4.0 %
  • Financials 1.3 %
  • Communication 1.1 %
  • Health care 0.7 %
  • Consumer discretionary 0.7 %
  • Consumer staples 0.5 %
  • Industrials 0.4 %
  • Materials 0.1 %
  • Utilities 0.1 %
  • Energy 0.1 %
  • Unattributed 72.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • AU 0.0 %
  • BR 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US196900.2M $99.95 %
2AU1222.1K $0.02 %
3BR1214.8K $0.02 %

Positions

RankCompanySharesValueWeight
1Vanguard Intermediate-Term Corporate Bond ETF 1,360,788112.6M $
2iShares Core MSCI EAFE ETF 1,006,72491.1M $
3iShares Trust 221,76347.4M $
4Ishares Inc 497,08039.1M $
5iShares Trust 369,24735.9M $
6iShares National Muni Bond ETF 261,26627.7M $
7iShares Russell 1000 Growth ETF 59,95725.6M $
8First Trust Exchange-Traded Fund III 1,214,31523.1M $
9iShares Short-Term National Muni Bond ETF 195,95420.9M $
10JPMorgan Income ETF 444,39520.5M $
11Vanguard Growth ETF 46,85720.5M $
12iShares Trust 100,84719.3M $
13Schwab US Dividend Equity ETF 627,51219.3M $
14Vanguard Value ETF 93,13018.3M $
15iShares Trust 110,30616.3M $
16First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 95,78915.7M $
17iShares Trust 46,41415.3M $
18SPDR Series Trust 303,00014.6M $
19J P Morgan Exchange Traded Fund Trust 243,42713.8M $
20First Trust NASDAQ Cybersecuri 207,03713M $
21Microsoft Corp 34,06412.6M $
22Vanguard Tax-Exempt Bond Index ETF 246,69212.3M $
23American Century ETF Trust 104,99411.6M $
24State Street SPDR S&P 500 ETF Trust 16,39910.7M $
25Apple Inc 39,92310.1M $
26iShares Trust 78,20010M $
27iShares Core S&P 500 ETF 14,2999.3M $
28Select Sector Spdr Trust 104,5968.6M $
29iShares Russell Mid-Cap Value 56,3988.2M $
30SPDR Series Trust 255,4047.9M $
31VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 98,1857.8M $
32First Trust Exchange-Traded Fund VIII 151,4416.5M $
33Vanguard Russell 1000 Growth ETF 57,5076.3M $
34NVIDIA Corp 34,7146.1M $
35Vanguard Mid-Cap ETF 18,4055.3M $
36iShares Core MSCI Emerging Markets ETF 73,5675.1M $
37Vanguard S&P 500 ETF 7,7714.6M $
38Alphabet Inc 16,0924.6M $
39J.P. MORGAN EXCHANGE-TRADED FUND TRUST 37,2044.4M $
40iShares ESG Aware MSCI EAFE ETF 42,2134M $
41Amazon.com Inc 18,9754M $
42JPMorgan International Research Enhanced Equity ETF 45,9083.5M $
43Vanguard FTSE Developed Markets ETF 52,8463.4M $
44iShares Russell 2000 ETF 13,2383.3M $
45Broadcom Inc 8,6842.7M $
46Avantis US Large Cap Value ETF 32,8992.7M $
47JPMorgan Chase & Co 8,8932.6M $
48Vanguard Small-Cap ETF 9,9392.6M $
49Berkshire Hathaway Inc 5,3182.5M $
50iShares Russell 2000 Growth ETF 7,6142.4M $
51Jpmorgan Core Plus Bond Etf 50,6982.4M $
52iShares Core U.S. Aggregate Bond ETF 22,5502.2M $
53JPMorgan Active Growth ETF 25,9222.2M $
54Vanguard International Equity Index Funds 37,6812M $
55Costco Wholesale Corp 2,0072M $
56Alphabet Inc 6,7321.9M $
57iShares Russell 2000 Value ETF 9,8641.9M $
58Vanguard Total Stock Market ETF 5,8201.9M $
59iShares ESG Aware MSCI EM ETF 38,9501.8M $
60American Express Co 5,8551.8M $
61SELECT SECTOR SPDR TRUST (THE) 13,2691.8M $
62Invesco QQQ Trust Series 1 3,0381.8M $
63iShares Trust 37,0731.7M $
64iShares Trust 4,7631.7M $
65VANGUARD SCOTTSDALE FUNDS 17,8111.7M $
66FT Vest Laddered Buffer ETF 47,7351.6M $
67BlackRock ETF Trust II 30,7391.6M $
68SPDR Series Trust 20,3291.6M $
69Johnson & Johnson 6,0691.5M $
70Vanguard Index Funds 8,0351.5M $
71State Street SPDR Portfolio Developed World ex-US ETF 32,0961.5M $
72Mastercard Inc 2,8231.4M $
73iShares Expanded Tech Sector ETF 11,6241.4M $
74SPDR Series Trust 23,8831.4M $
75Meta Platforms Inc 2,3401.3M $
76Vanguard Mid-Cap Growth ETF 5,1751.3M $
77Visa Inc 4,2171.3M $
78iShares Russell Top 200 Growth 5,1001.3M $
79First Trust Exchange-Traded Fund VIII 37,6381.3M $
80Lam Research Corp 5,6981.2M $
81AbbVie Inc 5,3921.2M $
82SPDR Series Trust 19,6061.2M $
83Vanguard Index Funds 3,8121.2M $
84Vanguard Index Funds 4,9881.1M $
85Netflix Inc 11,1221.1M $
86iShares ESG Optimized MSCI USA ETF 8,0041.1M $
87SPDR Series Trust 10,4321M $
88State Street SPDR Portfolio Emerging Markets ETF 21,7491M $
89Home Depot Inc/The 3,0951M $
90Vanguard Information Technology ETF 1,402978.2K $
91Schwab Strategic Trust 33,400972.9K $
92iShares Trust 8,569862.6K $
93State Street Blackstone Senior Loan ETF 21,404859.2K $
94Eli Lilly & Co 894822.3K $
95iShares MBS ETF 8,398797.4K $
96iShares Biotechnology ETF 4,591775.1K $
97Thermo Fisher Scientific Inc 1,490732.4K $
98iShares Trust 6,175698.5K $
99First Trust Exchange-Traded Fund IV 13,971695.9K $
100ISHARES TRUST 8,508681.1K $