Legacy Edge Advisors, LLC

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

SEC-registered investment adviser since 2024 · limited liability company

Assets managed$1.2bn
Staff18 · 16 in investment roles
Main clients (by assets)High net worth individuals 96%, Individuals 4%
Form ADV · 2026-04-16SEC adviser record

$479.9m reported value +9.8% vs Q4 2023

164positions

43.8%in top 10

17 new 58 added 69 reduced 11 sold out vs Q4 2023

Holdings, Q1 2024

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

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE MSCI EAFE IEFA	IEFA	516,189	$38.3m7.98%	7.98%	Added +22.2k	+22,165 4.5%
2	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	452,365	$36.4m7.59%	7.59%	Added +125.1k	+125,121 38.2%
3	ISHARES TR RUS 1000 GRW ETF IWF	IWF	69,467	$23.4m4.88%	4.88%	Reduced -9.5k	-9,495 -12.0%
4	ISHARES TR RUS 1000 VAL ETF IWD	IWD	101,825	$18.2m3.80%	3.80%	Added +11.8k	+11,798 13.1%
5	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	48,987	$16.9m3.51%	3.51%	Reduced -7.5k	-7,461 -13.2%
6	ISHARES INC CORE MSCI EMKT IEMG	IEMG	308,041	$15.9m3.31%	3.31%	Added +15.4k	+15,356 5.2%
7	ISHARES TR RUS MDCP VAL ETF IWS	IWS	126,248	$15.8m3.30%	3.30%	Added +1.3k	+1,292 1.0%
8	VANGUARD INDEX FDS VALUE ETF VTV	VTV	96,711	$15.8m3.28%	3.28%	Reduced -13.3k	-13,286 -12.1%
9	ISHARES TR RUS MD CP GR ETF IWP	IWP	135,736	$15.5m3.23%	3.23%	Reduced -1.2k	-1,164 -0.8%
10	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	272,183	$13.8m2.87%	2.87%	Added +42.6k	+42,569 18.5%
11	ISHARES TR SHRT NAT MUN ETF SUB	SUB	129,767	$13.6m2.83%	2.83%	Added +14.9k	+14,867 12.9%
12	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	79,293	$13.0m2.72%	2.72%	Added +18.0k	+17,960 29.3%
13	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	399,617	$12.3m2.57%	2.57%	Added +113.5k	+113,502 39.7%
14	MICROSOFT CORP COM MSFT	MSFT	28,923	$12.2m2.54%	2.54%	Reduced -226	-226 -0.8%
15	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	143,538	$11.6m2.41%	2.41%	Added +15.5k	+15,503 12.1%
16	ISHARES TR CORE S&P500 ETF IVV	IVV	20,490	$10.8m2.24%	2.24%	Reduced -1.1k	-1,071 -5.0%
17	ISHARES TR US INDUSTRIALS IYJ	IYJ	79,755	$10.0m2.09%	2.09%	Added +11.7k	+11,714 17.2%
18	FIRST TR EXCH TRADED FD III INSTL PFD SECS FPEI	FPEI	510,885	$9.3m1.94%	1.94%	Added +239.6k	+239,593 88.3%
19	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	195,090	$8.4m1.75%	1.75%	New
20	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	36,486	$8.2m1.72%	1.72%	Added +1.9k	+1,920 5.5%
21	GLOBAL X FDS NASDAQ 100 COVER QYLD	QYLD	421,222	$7.5m1.57%	1.57%	Added +86.2k	+86,223 25.7%
22	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	13,902	$7.3m1.52%	1.52%	Added +1.5k	+1,537 12.4%
23	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	118,402	$6.7m1.39%	1.39%	Added +10.3k	+10,342 9.6%
24	ISHARES TR EXPANDED TECH IGV	IGV	77,221	$6.6m1.37%	1.37%	Added +6.5k	+6,511 9.2%
25	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	60,160	$5.2m1.09%	1.09%	Reduced -10.4k	-10,385 -14.7%
26	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	28,836	$4.9m1.02%	1.02%	Added +1.9k	+1,864 6.9%
27	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	41,616	$4.8m0.99%	0.99%	Added +7.1k	+7,075 20.5%
28	ISHARES TR MSCI AC ASIA ETF AAXJ	AAXJ	69,951	$4.7m0.99%	0.99%	Added +7.2k	+7,238 11.5%
29	APPLE INC COM AAPL	AAPL	26,962	$4.6m0.96%	0.96%	Added +1.8k	+1,810 7.2%
30	ISHARES TR RUSSELL 2000 ETF IWM	IWM	21,023	$4.4m0.92%	0.92%	Reduced -36.8k	-36,839 -63.7%
31	VANGUARD INDEX FDS MID CAP ETF VO	VO	14,931	$3.7m0.78%	0.78%	Reduced -2	-2 -0.0%
32	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	7,221	$3.5m0.72%	0.72%	Added +561	+561 8.4%
33	ISHARES TR CORE TOTAL USD IUSB	IUSB	63,585	$2.9m0.60%	0.60%	Reduced -43.9k	-43,903 -40.8%
34	ISHARES TR RUS 2000 GRW ETF IWO	IWO	10,570	$2.9m0.60%	0.60%	Added +312	+312 3.0%
35	NVIDIA CORPORATION COM NVDA	NVDA	2,941	$2.7m0.55%	0.55%	Reduced -156	-156 -5.0%
36	AMAZON COM INC COM AMZN	AMZN	14,374	$2.6m0.54%	0.54%	Reduced -405	-405 -2.7%
37	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	25,621	$2.6m0.54%	0.54%	Reduced -2.4k	-2,445 -8.7%
38	ISHARES TR RUS MID CAP ETF IWR	IWR	26,570	$2.2m0.47%	0.47%	Added +6	+6 0.0%
39	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	26,507	$2.1m0.44%	0.44%	Added +1.2k	+1,177 4.7%
40	ALPHABET INC CAP STK CL A GOOGL	GOOGL	13,853	$2.1m0.44%	0.44%	Reduced -222	-222 -1.6%
41	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	38,738	$1.9m0.41%	0.41%	Reduced -11.5k	-11,528 -22.9%
42	ISHARES TR NATIONAL MUN ETF MUB	MUB	17,063	$1.8m0.38%	0.38%	Reduced -2.4k	-2,391 -12.3%
43	VANGUARD INDEX FDS SMALL CP ETF VB	VB	7,805	$1.8m0.37%	0.37%	Reduced -386	-386 -4.7%
44	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	44,144	$1.7m0.36%	0.36%	Added +1.9k	+1,946 4.6%
45	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,934	$1.7m0.34%	0.34%	Added +84	+84 2.2%
46	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	28,413	$1.6m0.34%	0.34%	Reduced -42.9k	-42,920 -60.2%
47	JPMORGAN CHASE & CO COM JPM	JPM	7,691	$1.5m0.32%	0.32%	Added +41	+41 0.5%
48	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	19,640	$1.5m0.31%	0.31%	Reduced -3.4k	-3,372 -14.7%
49	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	6,140	$1.4m0.30%	0.30%	Reduced -809	-809 -11.6%
50	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	7,443	$1.4m0.30%	0.30%	Reduced -3.9k	-3,907 -34.4%
51	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	6,490	$1.4m0.28%	0.28%	Reduced -177	-177 -2.6%
52	ISHARES TR RUS 1000 ETF IWB	IWB	4,629	$1.3m0.28%	0.28%	Unchanged
53	ISHARES TR RUS 2000 VAL ETF IWN	IWN	8,108	$1.3m0.27%	0.27%	Reduced -1.7k	-1,707 -17.4%
54	AMERICAN EXPRESS CO COM AXP	AXP	5,577	$1.3m0.26%	0.26%	Added +430	+430 8.3%
55	ISHARES TR RUS TP200 GR ETF IWY	IWY	6,467	$1.3m0.26%	0.26%	Reduced -3.9k	-3,872 -37.5%
56	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,702	$1.2m0.25%	0.25%	Added +3.2k	+3,186 210.2%
57	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	29,046	$1.2m0.25%	0.25%	Reduced -5.5k	-5,543 -16.0%
58	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	51,614	$1.2m0.25%	0.25%	Added +14.6k	+14,637 39.6%
59	ISHARES TR EXPND TEC SC ETF IGM	IGM	13,536	$1.2m0.24%	0.24%	Unchanged
60	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	12,662	$1.2m0.24%	0.24%	Reduced -20.9k	-20,856 -62.2%
61	BROADCOM INC COM AVGO	AVGO	825	$1.1m0.23%	0.23%	Reduced -45	-45 -5.2%
62	COSTCO WHSL CORP NEW COM COST	COST	1,487	$1.1m0.23%	0.23%	Added +688	+688 86.1%
63	VISA INC COM CL A V	V	3,806	$1.1m0.22%	0.22%	Added +13	+13 0.3%
64	HOME DEPOT INC COM HD	HD	2,671	$1.0m0.21%	0.21%	Reduced -48	-48 -1.8%
65	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	3,810	$993.3k0.21%	0.21%	Unchanged
66	JOHNSON & JOHNSON COM JNJ	JNJ	6,071	$960.4k0.20%	0.20%	Reduced -88	-88 -1.4%
67	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	1,580	$918.3k0.19%	0.19%	Reduced -64	-64 -3.9%
68	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	5,707	$889.8k0.19%	0.19%	Reduced -75	-75 -1.3%
69	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	27,542	$887.7k0.18%	0.18%	Added +3.3k	+3,348 13.8%
70	VANGUARD SCOTTSDALE FDS TOTAL CORP BND VTC	VTC	11,557	$885.5k0.18%	0.18%	Reduced -13.2k	-13,155 -53.2%
71	UNITEDHEALTH GROUP INC COM UNH	UNH	1,771	$876.1k0.18%	0.18%	Added +5	+5 0.3%
72	ABBVIE INC COM ABBV	ABBV	4,787	$871.7k0.18%	0.18%	Reduced -54	-54 -1.1%
73	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	1,491	$862.6k0.18%	0.18%	Unchanged
74	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	8,747	$815.1k0.17%	0.17%	Reduced -250	-250 -2.8%
75	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	10,334	$812.7k0.17%	0.17%	Unchanged
76	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,821	$808.6k0.17%	0.17%	Reduced -298	-298 -14.1%
77	QUALCOMM INC COM QCOM	QCOM	4,513	$764.1k0.16%	0.16%	Reduced -328	-328 -6.8%
78	ALPHABET INC CAP STK CL C GOOG	GOOG	4,920	$749.1k0.16%	0.16%	Reduced -80	-80 -1.6%
79	VANGUARD WORLD FD INF TECH ETF VGT	VGT	1,316	$690.0k0.14%	0.14%	Unchanged
80	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	8,747	$676.3k0.14%	0.14%	Reduced -2.3k	-2,317 -20.9%
81	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	18,696	$670.1k0.14%	0.14%	Reduced -150	-150 -0.8%
82	MASTERCARD INCORPORATED CL A MA	MA	1,330	$640.5k0.13%	0.13%	Added +60	+60 4.7%
83	HONEYWELL INTL INC COM COM		3,015	$618.8k0.13%	0.13%	Reduced -1.5k	-1,548 -33.9%
84	LAM RESEARCH CORP COM COM		635	$616.9k0.13%	0.13%	Reduced -50	-50 -7.3%
85	ELI LILLY & CO COM LLY	LLY	762	$592.8k0.12%	0.12%	Added +20	+20 2.7%
86	TEXAS INSTRS INC COM TXN	TXN	3,349	$583.4k0.12%	0.12%	New
87	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	15,534	$562.2k0.12%	0.12%	Reduced -46	-46 -0.3%
88	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	3,068	$560.2k0.12%	0.12%	Reduced -186	-186 -5.7%
89	NUSHARES ETF TR NUVEEN ESG SMLCP NUSC	NUSC	12,739	$529.8k0.11%	0.11%	Added +1.9k	+1,859 17.1%
90	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	5,658	$524.6k0.11%	0.11%	New
91	ISHARES INC MSCI EMRG CHN EMXC	EMXC	9,048	$520.9k0.11%	0.11%	Added +1.0k	+1,010 12.6%
92	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	9,660	$506.9k0.11%	0.11%	Reduced -2.8k	-2,841 -22.7%
93	PROCTER AND GAMBLE CO COM PG	PG	3,052	$495.2k0.10%	0.10%	Reduced -4.3k	-4,316 -58.6%
94	PEPSICO INC COM PEP	PEP	2,770	$484.8k0.10%	0.10%	Reduced -1.8k	-1,789 -39.2%
95	NETFLIX INC COM NFLX	NFLX	779	$473.1k0.10%	0.10%	Reduced -39	-39 -4.8%
96	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	10,623	$471.7k0.10%	0.10%	New
97	ISHARES TR BROAD USD HIGH USHY	USHY	12,606	$461.3k0.10%	0.10%	Added +2.0k	+1,975 18.6%
98	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	9,904	$451.2k0.09%	0.09%	Added +1.7k	+1,651 20.0%
99	ISHARES TR MBS ETF MBB	MBB	4,805	$444.1k0.09%	0.09%	Added +2.3k	+2,334 94.5%
100	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	3,611	$436.9k0.09%	0.09%	Reduced -220	-220 -5.7%

Sold out since Q4 2023

Security	Ticker	Shares held before	Value then
SYSCO CORP SYY	SYY	7,330	$536.1k7.3k shares
GENERAL MLS INC GIS	GIS	6,958	$453.3k7.0k shares
PUBLIC SVC ENTERPRISE GRP IN PEG	PEG	6,705	$410.0k6.7k shares
ISHARES TR ESGU	ESGU	3,865	$405.5k3.9k shares
ISHARES TR AGG	AGG	3,394	$336.9k3.4k shares
BOEING CO BA	BA	1,199	$312.5k1.2k shares
3M CO MMM	MMM	2,780	$303.9k2.8k shares
UNITED PARCEL SERVICE INC UPS	UPS	1,806	$284.0k1.8k shares
NUSHARES ETF TR NUMG	NUMG	5,879	$248.9k5.9k shares
NUSHARES ETF TR NUMV	NUMV	7,275	$229.5k7.3k shares
INTEL CORP INTC	INTC	4,099	$206.0k4.1k shares