Vault-13

Legacy Edge Advisors, LLC

SYOSSET, NY · CIK 2105396 · 13F filing filed 2026-08-17

SEC-registered investment adviser since 2024 · limited liability company

$437.0m reported value
158positions
43.5%in top 10
—no comparable previous quarter

Holdings, Q4 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ISHARES TR CORE MSCI EAFE IEFA IEFA 494,024 $34.8m7.95% 7.95% First filing
2 VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT VCIT 327,244 $26.6m6.09% 6.09% First filing
3 ISHARES TR RUS 1000 GRW ETF IWF IWF 78,962 $23.9m5.48% 5.48% First filing
4 VANGUARD INDEX FDS GROWTH ETF VUG VUG 56,448 $17.5m4.02% 4.02% First filing
5 VANGUARD INDEX FDS VALUE ETF VTV VTV 109,997 $16.4m3.76% 3.76% First filing
6 ISHARES TR RUS 1000 VAL ETF IWD IWD 90,027 $14.9m3.40% 3.40% First filing
7 ISHARES INC CORE MSCI EMKT IEMG IEMG 292,685 $14.8m3.39% 3.39% First filing
8 ISHARES TR RUS MDCP VAL ETF IWS IWS 124,956 $14.5m3.33% 3.33% First filing
9 ISHARES TR RUS MD CP GR ETF IWP IWP 136,900 $14.3m3.27% 3.27% First filing
10 ISHARES TR SHRT NAT MUN ETF SUB SUB 114,900 $12.1m2.77% 2.77% First filing
11 VANGUARD MUN BD FDS TAX EXEMPT BD VTEB VTEB 229,614 $11.7m2.68% 2.68% First filing
12 ISHARES TR RUSSELL 2000 ETF IWM IWM 57,862 $11.6m2.66% 2.66% First filing
13 MICROSOFT CORP COM MSFT MSFT 29,149 $11.0m2.51% 2.51% First filing
14 ISHARES TR CORE S&P500 ETF IVV IVV 21,561 $10.3m2.36% 2.36% First filing
15 SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD SCHD 128,035 $9.7m2.23% 2.23% First filing
16 ISHARES TR MSCI USA QLT FCT QUAL QUAL 61,333 $9.0m2.07% 2.07% First filing
17 SPDR SER TR BLOOMBERG INVT FLRN FLRN 286,115 $8.8m2.00% 2.00% First filing
18 ISHARES TR US INDUSTRIALS IYJ IYJ 68,041 $7.8m1.78% 1.78% First filing
19 ISHARES TR ISHARES SEMICDTR SOXX SOXX 11,522 $6.6m1.52% 1.52% First filing
20 SPDR S&P 500 ETF TR TR UNIT SPY SPY 12,365 $5.9m1.34% 1.34% First filing
21 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR CIBR 108,060 $5.8m1.33% 1.33% First filing
22 GLOBAL X FDS NASDAQ 100 COVER QYLD QYLD 334,999 $5.8m1.33% 1.33% First filing
23 ISHARES TR EXPANDED TECH IGV IGV 14,142 $5.7m1.31% 1.31% First filing
24 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG VONG 70,545 $5.5m1.26% 1.26% First filing
25 ISHARES TR CORE TOTAL USD IUSB IUSB 107,488 $5.0m1.13% 1.13% First filing
26 APPLE INC COM AAPL AAPL 25,152 $4.8m1.11% 1.11% First filing
27 FIRST TR EXCH TRADED FD III INSTL PFD SECS FPEI FPEI 271,292 $4.8m1.11% 1.11% First filing
28 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP RSP 26,972 $4.3m0.97% 0.97% First filing
29 ISHARES TR MSCI AC ASIA ETF AAXJ AAXJ 62,713 $4.2m0.96% 0.96% First filing
30 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH VGSH 71,333 $4.2m0.95% 0.95% First filing
31 FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID GRID 34,541 $3.6m0.83% 0.83% First filing
32 VANGUARD INDEX FDS MID CAP ETF VO VO 14,933 $3.5m0.79% 0.79% First filing
33 PIMCO ETF TR ACTIVE BD ETF BOND BOND 33,518 $3.1m0.71% 0.71% First filing
34 VANGUARD INDEX FDS S&P 500 ETF SHS VOO VOO 6,660 $2.9m0.67% 0.67% First filing
35 ISHARES TR 0-3 MNTH TREASRY SGOV SGOV 28,066 $2.8m0.64% 0.64% First filing
36 ISHARES TR RUS 2000 GRW ETF IWO IWO 10,258 $2.6m0.59% 0.59% First filing
37 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA VEA 50,266 $2.4m0.55% 0.55% First filing
38 AMAZON COM INC COM AMZN AMZN 14,779 $2.2m0.51% 0.51% First filing
39 FIRST TR EXCH TRADED FD III PFD SECS INC ETF FPE FPE 125,394 $2.1m0.48% 0.48% First filing
40 ISHARES TR NATIONAL MUN ETF MUB MUB 19,454 $2.1m0.48% 0.48% First filing
41 ISHARES TR RUS MID CAP ETF IWR IWR 26,564 $2.1m0.47% 0.47% First filing
42 VANGUARD INDEX FDS SM CP VAL ETF VBR VBR 11,350 $2.0m0.47% 0.47% First filing
43 ALPHABET INC CAP STK CL A GOOGL GOOGL 14,075 $2.0m0.45% 0.45% First filing
44 VANGUARD SCOTTSDALE FDS TOTAL CORP BND VTC VTC 24,712 $1.9m0.44% 0.44% First filing
45 ISHARES TR ESG AW MSCI EAFE ESGD ESGD 25,330 $1.9m0.44% 0.44% First filing
46 ISHARES TR RUS TP200 GR ETF IWY IWY 10,339 $1.8m0.41% 0.41% First filing
47 VANGUARD INDEX FDS SMALL CP ETF VB VB 8,191 $1.7m0.40% 0.40% First filing
48 NUSHARES ETF TR NUVEEN ESG LRGCP NULG NULG 23,012 $1.6m0.37% 0.37% First filing
49 NVIDIA CORPORATION COM NVDA NVDA 3,097 $1.5m0.35% 0.35% First filing
50 VANGUARD INDEX FDS MCAP GR IDXVIP VOT VOT 6,949 $1.5m0.35% 0.35% First filing
51 ISHARES TR RUS 2000 VAL ETF IWN IWN 9,815 $1.5m0.35% 0.35% First filing
52 NUSHARES ETF TR NUVEEN ESG LRGVL NULV NULV 42,198 $1.5m0.35% 0.35% First filing
53 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO VWO 34,589 $1.4m0.33% 0.33% First filing
54 LOWES COS INC COM LOW LOW 6,341 $1.4m0.32% 0.32% First filing
55 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 3,850 $1.4m0.31% 0.31% First filing
56 JPMORGAN CHASE & CO COM JPM JPM 7,650 $1.3m0.30% 0.30% First filing
57 SELECT SECTOR SPDR TR TECHNOLOGY XLK XLK 6,667 $1.3m0.29% 0.29% First filing
58 ISHARES TR RUS 1000 ETF IWB IWB 4,629 $1.2m0.28% 0.28% First filing
59 PROCTER AND GAMBLE CO COM PG PG 7,368 $1.1m0.25% 0.25% First filing
60 WALMART INC COM WMT WMT 6,601 $1.0m0.24% 0.24% First filing
61 ISHARES TR EXPND TEC SC ETF IGM IGM 2,256 $1.0m0.23% 0.23% First filing
62 VISA INC COM CL A V V 3,793 $987.5k0.23% 0.23% First filing
63 BROADCOM INC COM AVGO AVGO 870 $971.1k0.22% 0.22% First filing
64 JOHNSON & JOHNSON COM JNJ JNJ 6,159 $965.4k0.22% 0.22% First filing
65 AMERICAN EXPRESS CO COM AXP AXP 5,147 $964.2k0.22% 0.22% First filing
66 HONEYWELL INTL INC COM COM 4,563 $956.9k0.22% 0.22% First filing
67 HOME DEPOT INC COM HD HD 2,719 $942.3k0.22% 0.22% First filing
68 UNITEDHEALTH GROUP INC COM UNH UNH 1,766 $929.7k0.21% 0.21% First filing
69 VANGUARD INDEX FDS SML CP GRW ETF VBK VBK 3,810 $921.1k0.21% 0.21% First filing
70 THERMO FISHER SCIENTIFIC INC COM TMO TMO 1,644 $872.6k0.20% 0.20% First filing
71 INVESCO QQQ TR UNIT SER 1 QQQ QQQ 2,119 $867.8k0.20% 0.20% First filing
72 ISHARES TR ESG AWRE USD ETF SUSC SUSC 36,977 $860.5k0.20% 0.20% First filing
73 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH VCSH 11,064 $856.1k0.20% 0.20% First filing
74 VANGUARD INDEX FDS MCAP VL IDXVIP VOE VOE 5,782 $838.4k0.19% 0.19% First filing
75 TEXAS PACIFIC LAND CORPORATI COM TPL TPL 497 $781.5k0.18% 0.18% First filing
76 VANECK ETF TRUST HIGH YLD MUNIETF HYD HYD 15,047 $776.9k0.18% 0.18% First filing
77 ISHARES INC ESG AWR MSCI EM ESGE ESGE 24,194 $775.7k0.18% 0.18% First filing
78 PEPSICO INC COM PEP PEP 4,559 $774.3k0.18% 0.18% First filing
79 VANGUARD WORLD FD ESG US STK ETF ESGV ESGV 8,997 $765.3k0.18% 0.18% First filing
80 ABBVIE INC COM ABBV ABBV 4,841 $750.2k0.17% 0.17% First filing
81 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV VONV 10,334 $749.6k0.17% 0.17% First filing
82 ALPHABET INC CAP STK CL C GOOG GOOG 5,000 $704.6k0.16% 0.16% First filing
83 QUALCOMM INC COM QCOM QCOM 4,841 $700.2k0.16% 0.16% First filing
84 PIMCO ETF TR INTER MUN BD ACT MUNI MUNI 12,501 $660.1k0.15% 0.15% First filing
85 SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW SPDW 18,846 $641.0k0.15% 0.15% First filing
86 MONDELEZ INTL INC CL A MDLZ MDLZ 8,828 $639.4k0.15% 0.15% First filing
87 VANGUARD WORLD FD INF TECH ETF VGT VGT 1,316 $636.9k0.15% 0.15% First filing
88 KRANESHARES TRUST KFA MOUNT LUCAS KMLM KMLM 20,450 $589.4k0.13% 0.13% First filing
89 VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG VIG 3,254 $554.5k0.13% 0.13% First filing
90 SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM SPEM 15,580 $551.7k0.13% 0.13% First filing
91 MASTERCARD INCORPORATED CL A MA MA 1,270 $541.7k0.12% 0.12% First filing
92 LAM RESEARCH CORP COM COM 685 $536.5k0.12% 0.12% First filing
93 SYSCO CORP COM SYY SYY 7,330 $536.1k0.12% 0.12% First filing
94 COSTCO WHSL CORP NEW COM COST COST 799 $527.4k0.12% 0.12% First filing
95 ISHARES TR EAFE VALUE ETF EFV EFV 8,885 $462.9k0.11% 0.11% First filing
96 GENERAL MLS INC COM GIS GIS 6,958 $453.3k0.10% 0.10% First filing
97 ISHARES INC MSCI EMRG CHN EMXC EMXC 8,038 $445.4k0.10% 0.10% First filing
98 AMGEN INC COM AMGN AMGN 1,538 $443.0k0.10% 0.10% First filing
99 SPDR SER TR BLOOMBERG 1-3 MO BIL BIL 4,846 $442.9k0.10% 0.10% First filing
100 ELI LILLY & CO COM LLY LLY 742 $432.5k0.10% 0.10% First filing