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Legal Advantage Investments, Inc.
RIA/Wealth
Legal Advantage Investments, Inc. is a RIA/Wealth led by David Mark Spector, reporting $234.4M in AUM as of Q3 2025 with 37% Technology concentration.
PresidentDavid Mark Spector
- Portfolio Value
- $222.1M
- Positions
- 89
- Top Holding
- VSEC at 4.22%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Legal Advantage Investments, Inc.'s portfolio (34.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Aerospace & Defense Industrials | $9.4M | 4.22% | -$295.1K Sold | 0.27% 56.4K shares | |
Aerospace & Defense Industrials | $9.1M | 4.08% | +$467.9K Bought | 0.01% 6.9K shares | |
Entertainment Communication Services | $7.8M | 3.52% | — | 0.00% 68.3K shares | |
Specialty Retail Consumer Cyclical | $7.8M | 3.51% | +$46.1K Bought | 0.00% 35.5K shares | |
Software - Infrastructure Technology | $7.7M | 3.48% | -$116.5K Sold | 0.00% 14.9K shares | |
Aerospace & Defense Industrials | $7.6M | 3.40% | — | 0.03% 14.8K shares | |
Information Technology Services Technology | $7.4M | 3.33% | -$87.0K Sold | 0.01% 57.3K shares | |
Software - Infrastructure Technology | $7.1M | 3.22% | -$1.1M Sold | 0.00% 39.2K shares | |
Medical - Healthcare Information Services Healthcare | $6.5M | 2.94% | +$5.4K Bought | 0.21% 60.7K shares | |
Software - Infrastructure Technology | $6.3M | 2.82% | +$568.1K Bought | 0.00% 30.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Legal Advantage Investments, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+41.93% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Legal Advantage Investments, Inc.
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