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

$542.7m reported value +13.1% vs Q1 2024

175positions

43.3%in top 10

16 new 115 added 41 reduced 5 sold out vs Q1 2024

Holdings, Q2 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	632,840	$46.0m8.47%	8.47%	Added +116.7k	+116,651 22.6%
2	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	517,464	$41.4m7.62%	7.62%	Added +65.1k	+65,099 14.4%
3	ISHARES TR RUS 1000 GRW ETF IWF	IWF	69,686	$25.4m4.68%	4.68%	Added +219	+219 0.3%
4	ISHARES INC CORE MSCI EMKT IEMG	IEMG	376,777	$20.2m3.72%	3.72%	Added +68.7k	+68,736 22.3%
5	ISHARES TR RUS 1000 VAL ETF IWD	IWD	113,681	$19.8m3.65%	3.65%	Added +11.9k	+11,856 11.6%
6	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	47,066	$17.6m3.24%	3.24%	Reduced -1.9k	-1,921 -3.9%
7	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	559,588	$17.3m3.18%	3.18%	Added +160.0k	+159,971 40.0%
8	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	323,910	$16.2m2.99%	2.99%	Added +51.7k	+51,727 19.0%
9	ISHARES TR RUS MDCP VAL ETF IWS	IWS	130,732	$15.8m2.91%	2.91%	Added +4.5k	+4,484 3.5%
10	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	91,154	$15.6m2.87%	2.87%	Added +11.9k	+11,861 15.0%
11	ISHARES TR RUS MD CP GR ETF IWP	IWP	139,360	$15.4m2.83%	2.83%	Added +3.6k	+3,624 2.7%
12	VANGUARD INDEX FDS VALUE ETF VTV	VTV	94,586	$15.2m2.80%	2.80%	Reduced -2.1k	-2,125 -2.2%
13	MICROSOFT CORP COM MSFT	MSFT	31,908	$14.3m2.63%	2.63%	Added +3.0k	+2,985 10.3%
14	ISHARES TR CORE S&P500 ETF IVV	IVV	25,564	$14.0m2.58%	2.58%	Added +5.1k	+5,074 24.8%
15	ISHARES TR SHRT NAT MUN ETF SUB	SUB	124,220	$13.0m2.39%	2.39%	Reduced -5.5k	-5,547 -4.3%
16	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	165,902	$12.9m2.38%	2.38%	Added +22.4k	+22,364 15.6%
17	FIRST TR EXCH TRADED FD III INSTL PFD SECS FPEI	FPEI	638,288	$11.7m2.16%	2.16%	Added +127.4k	+127,403 24.9%
18	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	262,075	$10.9m2.01%	2.01%	Added +67.0k	+66,985 34.3%
19	ISHARES TR US INDUSTRIALS IYJ	IYJ	89,777	$10.7m1.98%	1.98%	Added +10.0k	+10,022 12.6%
20	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	42,004	$10.4m1.91%	1.91%	Added +5.5k	+5,518 15.1%
21	GLOBAL X FDS NASDAQ 100 COVER QYLD	QYLD	490,669	$8.7m1.60%	1.60%	Added +69.4k	+69,447 16.5%
22	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	15,645	$8.5m1.57%	1.57%	Added +1.7k	+1,743 12.5%
23	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	144,501	$8.2m1.50%	1.50%	Added +26.1k	+26,099 22.0%
24	ISHARES TR EXPANDED TECH IGV	IGV	92,029	$8.0m1.47%	1.47%	Added +14.8k	+14,808 19.2%
25	APPLE INC COM AAPL	AAPL	33,494	$7.1m1.30%	1.30%	Added +6.5k	+6,532 24.2%
26	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	59,167	$6.8m1.26%	1.26%	Added +17.6k	+17,551 42.2%
27	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	33,449	$5.5m1.01%	1.01%	Added +4.6k	+4,613 16.0%
28	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	52,234	$4.9m0.90%	0.90%	Reduced -7.9k	-7,926 -13.2%
29	VANGUARD INDEX FDS MID CAP ETF VO	VO	16,859	$4.1m0.75%	0.75%	Added +1.9k	+1,928 12.9%
30	ISHARES TR RUSSELL 2000 ETF IWM	IWM	20,047	$4.1m0.75%	0.75%	Reduced -976	-976 -4.6%
31	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	8,097	$4.0m0.75%	0.75%	Added +876	+876 12.1%
32	NVIDIA CORPORATION COM NVDA	NVDA	32,196	$4.0m0.73%	0.73%	Added +2.8k	+2,786 9.5%
33	AMAZON COM INC COM AMZN	AMZN	16,433	$3.2m0.59%	0.59%	Added +2.1k	+2,059 14.3%
34	ALPHABET INC CAP STK CL A GOOGL	GOOGL	14,502	$2.6m0.49%	0.49%	Added +649	+649 4.7%
35	ISHARES TR RUS 2000 GRW ETF IWO	IWO	9,920	$2.6m0.48%	0.48%	Reduced -650	-650 -6.2%
36	ISHARES TR RUS MID CAP ETF IWR	IWR	31,172	$2.5m0.47%	0.47%	Added +4.6k	+4,602 17.3%
37	ISHARES TR CORE TOTAL USD IUSB	IUSB	48,889	$2.2m0.41%	0.41%	Reduced -14.7k	-14,696 -23.1%
38	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	21,539	$2.2m0.40%	0.40%	Reduced -4.1k	-4,082 -15.9%
39	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	26,633	$2.1m0.39%	0.39%	Added +126	+126 0.5%
40	VANGUARD INDEX FDS SMALL CP ETF VB	VB	9,481	$2.1m0.38%	0.38%	Added +1.7k	+1,676 21.5%
41	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	40,874	$2.0m0.37%	0.37%	Added +2.1k	+2,136 5.5%
42	ISHARES TR NATIONAL MUN ETF MUB	MUB	18,901	$2.0m0.37%	0.37%	Added +1.8k	+1,838 10.8%
43	JPMORGAN CHASE & CO COM JPM	JPM	8,765	$1.8m0.33%	0.33%	Added +1.1k	+1,074 14.0%
44	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	39,077	$1.7m0.32%	0.32%	Added +10.0k	+10,031 34.5%
45	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,200	$1.7m0.31%	0.31%	Added +266	+266 6.8%
46	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	43,156	$1.6m0.30%	0.30%	Reduced -988	-988 -2.2%
47	AMERICAN EXPRESS CO COM AXP	AXP	6,843	$1.6m0.29%	0.29%	Added +1.3k	+1,266 22.7%
48	COSTCO WHSL CORP NEW COM COST	COST	1,851	$1.6m0.29%	0.29%	Added +364	+364 24.5%
49	ISHARES TR RUS TP200 GR ETF IWY	IWY	7,223	$1.5m0.29%	0.29%	Added +756	+756 11.7%
50	ISHARES TR RUS 1000 ETF IWB	IWB	5,166	$1.5m0.28%	0.28%	Added +537	+537 11.6%
51	ISHARES TR RUS 2000 VAL ETF IWN	IWN	9,828	$1.5m0.28%	0.28%	Added +1.7k	+1,720 21.2%
52	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	17,152	$1.4m0.26%	0.26%	Reduced -2.5k	-2,488 -12.7%
53	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	6,051	$1.4m0.26%	0.26%	Reduced -89	-89 -1.4%
54	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	6,036	$1.4m0.25%	0.25%	Reduced -454	-454 -7.0%
55	BROADCOM INC COM AVGO	AVGO	833	$1.3m0.25%	0.25%	Added +8	+8 1.0%
56	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,979	$1.3m0.25%	0.25%	Added +277	+277 5.9%
57	ISHARES TR EXPND TEC SC ETF IGM	IGM	13,412	$1.3m0.23%	0.23%	Reduced -124	-124 -0.9%
58	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	55,433	$1.3m0.23%	0.23%	Added +3.8k	+3,819 7.4%
59	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	6,597	$1.2m0.22%	0.22%	Reduced -846	-846 -11.4%
60	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	19,003	$1.1m0.20%	0.20%	Reduced -9.4k	-9,410 -33.1%
61	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	1,491	$1.1m0.20%	0.20%	Unchanged
62	VISA INC COM CL A V	V	3,965	$1.0m0.19%	0.19%	Added +159	+159 4.2%
63	HOME DEPOT INC COM HD	HD	2,979	$1.0m0.19%	0.19%	Added +308	+308 11.5%
64	ISHARES TR S&P 500 GRWT ETF IVW	IVW	10,943	$1.0m0.19%	0.19%	Added +6.4k	+6,441 143.1%
65	ALPHABET INC CAP STK CL C GOOG	GOOG	5,418	$993.8k0.18%	0.18%	Added +498	+498 10.1%
66	UNITEDHEALTH GROUP INC COM UNH	UNH	1,939	$987.5k0.18%	0.18%	Added +168	+168 9.5%
67	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	21,195	$963.5k0.18%	0.18%	Added +11.3k	+11,291 114.0%
68	ISHARES TR MSCI AC ASIA ETF AAXJ	AAXJ	13,233	$952.5k0.18%	0.18%	Reduced -56.7k	-56,718 -81.1%
69	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	32,046	$926.8k0.17%	0.17%	Added +23.5k	+23,455 273.0%
70	JOHNSON & JOHNSON COM JNJ	JNJ	6,278	$917.6k0.17%	0.17%	Added +207	+207 3.4%
71	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	11,861	$908.2k0.17%	0.17%	Added +1.5k	+1,527 14.8%
72	ISHARES TR BROAD USD HIGH USHY	USHY	24,848	$901.5k0.17%	0.17%	Added +12.2k	+12,242 97.1%
73	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	5,971	$898.2k0.17%	0.17%	Added +264	+264 4.6%
74	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	1,619	$895.3k0.16%	0.16%	Added +39	+39 2.5%
75	QUALCOMM INC COM QCOM	QCOM	4,476	$891.5k0.16%	0.16%	Reduced -37	-37 -0.8%
76	ABBVIE INC COM ABBV	ABBV	5,153	$883.9k0.16%	0.16%	Added +366	+366 7.7%
77	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,836	$879.7k0.16%	0.16%	Added +15	+15 0.8%
78	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	25,984	$871.2k0.16%	0.16%	Reduced -1.6k	-1,558 -5.7%
79	VANGUARD SCOTTSDALE FDS TOTAL CORP BND VTC	VTC	11,165	$845.2k0.16%	0.16%	Reduced -392	-392 -3.4%
80	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	3,344	$836.4k0.15%	0.15%	Reduced -466	-466 -12.2%
81	ISHARES TR EAFE GRWTH ETF EFG	EFG	7,821	$800.1k0.15%	0.15%	Added +4.4k	+4,388 127.8%
82	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	9,546	$764.9k0.14%	0.14%	New
83	VANGUARD WORLD FD INF TECH ETF VGT	VGT	1,306	$753.0k0.14%	0.14%	Reduced -10	-10 -0.8%
84	ELI LILLY & CO COM LLY	LLY	827	$748.7k0.14%	0.14%	Added +65	+65 8.5%
85	ISHARES INC MSCI EMRG CHN EMXC	EMXC	12,397	$733.9k0.14%	0.14%	Added +3.3k	+3,349 37.0%
86	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	15,554	$730.1k0.13%	0.13%	Added +4.9k	+4,931 46.4%
87	LAM RESEARCH CORP COM COM		654	$696.4k0.13%	0.13%	Added +19	+19 3.0%
88	ISHARES TR MBS ETF MBB	MBB	7,466	$685.5k0.13%	0.13%	Added +2.7k	+2,661 55.4%
89	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	13,779	$671.6k0.12%	0.12%	New
90	FIRST TR EXCHNG TRADED FD VI VEST US EQUITY M MARM	MARM	22,264	$662.4k0.12%	0.12%	New
91	HONEYWELL INTL INC COM COM		3,087	$659.2k0.12%	0.12%	Added +72	+72 2.4%
92	MASTERCARD INCORPORATED CL A MA	MA	1,437	$633.9k0.12%	0.12%	Added +107	+107 8.1%
93	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	18,001	$631.5k0.12%	0.12%	Reduced -695	-695 -3.7%
94	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	5,574	$626.4k0.12%	0.12%	Added +1.9k	+1,871 50.5%
95	META PLATFORMS INC CL A META	META	1,177	$593.5k0.11%	0.11%	Added +372	+372 46.2%
96	TEXAS INSTRS INC COM TXN	TXN	2,878	$559.9k0.10%	0.10%	Reduced -471	-471 -14.1%
97	PEPSICO INC COM PEP	PEP	3,294	$543.3k0.10%	0.10%	Added +524	+524 18.9%
98	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	12,912	$539.7k0.10%	0.10%	Added +5.7k	+5,657 78.0%
99	PROCTER AND GAMBLE CO COM PG	PG	3,238	$534.0k0.10%	0.10%	Added +186	+186 6.1%
100	NETFLIX INC COM NFLX	NFLX	787	$531.1k0.10%	0.10%	Added +8	+8 1.0%

Sold out since Q1 2024

Security	Ticker	Shares held before	Value then
VANGUARD WORLD FD ESGV	ESGV	8,747	$815.1k8.7k shares
VANGUARD WELLINGTON FD VTES	VTES	4,069	$409.7k4.1k shares
KRANESHARES TRUST KMLM	KMLM	10,596	$316.7k10.6k shares
DEXCOM INC DXCM	DXCM	1,600	$221.9k1.6k shares
VANECK ETF TRUST HYD	HYD	3,999	$209.0k4.0k shares