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
101Vanguard Scottsdale Funds 11,404667.6K $
102iShares Trust 3,126660.1K $
103Coca-Cola Co/The 8,627656.1K $
104Caterpillar Inc 901638.3K $
105QUALCOMM Inc 4,638597.3K $
106BlackRock ETF Trust 10,163591.3K $
107Vanguard Large-Cap ETF 1,975590.2K $
108iShares MSCI EAFE Growth ETF 5,268586.7K $
109Walmart Inc 4,546565K $
110PepsiCo Inc 3,521546.8K $
111iShares Trust 5,419545.8K $
112Vanguard High Dividend Yield E 3,681545.2K $
113Rio Tinto PLC 5,813542.3K $
114iShares iBoxx USD Investment Grade Corporate Bond ETF 4,958540.4K $
115Texas Instruments Inc 2,770537.8K $
116Honeywell International Inc 2,370535.7K $
117Parker-Hannifin Corp 598535.4K $
118J P Morgan Exchange Traded Fund Trust 11,543529K $
119First Trust Exchange-Traded Fund VIII 13,024525K $
120Ishares Gold Trust 5,877518.1K $
121Amgen Inc 1,472517.9K $
122Morgan Stanley 3,064504.2K $
123Cisco Systems, Inc. 6,462501.4K $
124VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 2,265487.1K $
125Procter & Gamble Co/The 3,324480.1K $
126iShares Trust 6,450479.6K $
127Chevron Corp 2,285472.8K $
128Goldman Sachs Group Inc/The 541457.7K $
129Tesla Inc 1,156429.7K $
130Select Sector Spdr Trust 2,645427.8K $
131Vanguard Extended Market ETF 2,072426.4K $
132Entergy Corp 3,710416.9K $
133iShares Global Clean Energy ETF 22,511411.7K $
134Vanguard S&P 500 Growth ETF 997406.4K $
1353M Co 2,790405.2K $
136SELECT SECTOR SPDR TRUST (THE) 3,634402.9K $
137Southern Copper Corp 2,320399.2K $
138Lowe's Cos Inc 1,674395.5K $
139iShares Core S&P Mid-Cap ETF 5,813392.6K $
140Blackstone Inc 3,393390.2K $
141iShares Core S&P Small-Cap ETF 3,133389.5K $
142McKesson Corp 447386.8K $
143Exxon Mobil Corp 2,221376.8K $
144Merck & Co Inc 3,125375.9K $
145Analog Devices Inc 1,147364.9K $
146Global X US Infrastructure Development ETF 7,175364.6K $
147SPDR Gold Shares 843362.7K $
148iShares MSCI EAFE ETF 3,728362.1K $
149State Street Spdr Dow Jones Industrial Average Etf Trust 781361.8K $
150iShares Trust 15,614357.7K $
151RTX Corp 1,848356.5K $
152Oracle Corp 2,361347.3K $
153Blackrock Inc 361347.2K $
154General Electric Co 1,191338K $
155CSX Corp 8,100332.5K $
156Select Sector Spdr Trust 6,631327.4K $
157Pfizer Inc 11,637326.8K $
158Bank of America Corp 6,583320.9K $
159iShares Trust 3,422317.1K $
160Abbott Laboratories 3,056313.8K $
161iShares ESG Aware MSCI USA ETF 2,193310.1K $
162Intel Corp 6,928305.7K $
163iShares MSCI EAFE Small-Cap ETF 3,849301.8K $
164Vanguard World Fund 1,085295.5K $
165iShares Core S&P U.S. Growth ETF 1,883292.1K $
166Walt Disney Co/The 2,984287.6K $
167Verizon Communications Inc 5,678285K $
168Schwab U.S. Aggregate Bond ETF 12,186283K $
169Schwab Strategic Trust 9,246282K $
170Travelers Cos Inc/The 959279.7K $
171UnitedHealth Group Inc 1,018275.5K $
172International Business Machines Corp. 1,131274.1K $
173iShares MSCI USA Momentum Factor ETF 1,120268.8K $
174Mondelez International Inc 4,594264.8K $
175Northrop Grumman Corp 388264.7K $
176PIMCO ETF Trust 2,843262.4K $
177ConocoPhillips 1,951257.5K $
178Schwab Intermediate-Term U.S. Treasury ETF 10,215254.5K $
179Salesforce Inc 1,355252.9K $
180Applied Materials Inc 738252.2K $
181iShares MSCI Japan ETF 2,919246.5K $
182GE Vernova Inc 280244.4K $
183Southern Co/The 2,529244.1K $
184Duke Energy Corp 1,837240.5K $
185Dimensional International Smal 6,995235.5K $
186iShares Core Dividend Growth ETF 3,301231.7K $
187Colgate-Palmolive Co 2,709230.9K $
188iShares Core S&P Total U.S. Stock Market ETF 1,616230.2K $
189BlackRock ETF Trust 6,271227.1K $
190Zoetis Inc 1,885222.8K $
191iShares ESG Aware MSCI USA Small-Cap ETF 4,735222.6K $
192BHP Group Ltd 3,054222.1K $
193First Trust Exchange-Traded Fund III 12,443220.9K $
194iShares Silver Trust 3,212218.9K $
195Vale SA 13,500214.8K $
196Flagstar Bank NA 16,166212.9K $
197Philip Morris International Inc. 1,242205.4K $
198TJX Cos Inc/The 1,256200.6K $