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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002105396

Legacy Edge Advisors, LLC

SYOSSET, NY · File #028-26043

Latest AUM
$913.5M
Positions
217
Top-10 Concentration
54.0%
Filings
1

Sector Allocation

Technology
4.5%$40.9M
Financials
2.2%$19.9M
Healthcare
0.7%$6.8M
Industrials
0.2%$2.2M
Energy
0.1%$631,016
Materials
0.1%$504,451
Utilities
0.0%$233,609

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD SCOTTSDALE FDS92206C8701,241,883$104.0M13.18%
2ISHARES TR46432F842966,892$86.5M10.96%
3ISHARES TR464287598227,640$47.9M6.07%
4ISHARES INC46434G764471,603$34.3M4.34%
5ISHARES TR464287499330,997$31.9M4.04%
6ISHARES TR46428761461,059$28.9M3.66%
7ISHARES TR464288414237,517$25.4M3.22%
8VANGUARD INDEX FDS92290873646,722$22.8M2.89%
9ISHARES TR46432F339113,890$22.6M2.87%
10FIRST TR EXCH TRADED FD III33739P8551,123,229$21.8M2.76%
11SPDR SERIES TRUST78468R853450,872$21.1M2.68%
12ISHARES TR464288158188,645$20.1M2.55%
13SCHWAB STRATEGIC TR808524797701,321$19.2M2.44%
14VANGUARD INDEX FDS92290874499,732$19.0M2.41%
15MICROSOFT CORPMSFT33,488$16.2M2.05%
16ISHARES TR464288323293,971$15.7M1.99%
17ISHARES TR464287754104,036$15.4M1.95%
18ISHARES TR46428752350,860$15.3M1.94%
19J P MORGAN EXCHANGE TRADED F46641Q332259,111$14.8M1.88%
20FIRST TR EXCHANGE TRADED FD33737A10894,292$14.4M1.83%