Sign In
test

Timothy O. Urie

Legacy Edge Advisors, Llc

Assets Managed
$951.362M
Holdings
223
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
4.15%(2Q avg: 2.08%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Edge Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 223 positions.

Assets under management

The assets under management (AUM) of Legacy Edge Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 951.362M in assets, with a quarterly growth rate of 4.15% and a 2-quarter average growth rate of 2.08%. The portfolio is managed by Timothy O. Urie, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 9.58%
11.84%
$112.605M
1.361M shares@ $82.76 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 4.12%
9.58%
$91.139M
1.007M shares@ $90.54 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -2.58%
4.99%
$47.384M
221,763 shares@ $213.67 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Increased 5.41%
4.11%
$39.1M
497,080 shares@ $78.67 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Increased 11.56%
3.78%
$35.902M
369,247 shares@ $97.24 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 10%
2.92%
$27.733M
261,266 shares@ $106.16 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -1.8%
2.69%
$25.566M
59,957 shares@ $426.41 avg price
FPEI
First Trust Institutional Pr
Recent Activity
Increased 8.11%
2.43%
$23.072M
1.214M shares@ $19.0 avg price
SUB
Ishares Short-term National
Recent Activity
Increased 3.88%
2.2%
$20.869M
195,954 shares@ $106.5 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
Increased 90.22%
2.16%
$20.473M
444,395 shares@ $46.08 avg price

1-10 of 223