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

$626.0m reported value +15.3% vs Q2 2024

183positions

44.1%in top 10

14 new 91 added 64 reduced 6 sold out vs Q2 2024

Holdings, Q3 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	715,284	$55.8m8.92%	8.92%	Added +82.4k	+82,444 13.0%
2	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	606,623	$50.8m8.12%	8.12%	Added +89.2k	+89,159 17.2%
3	ISHARES TR RUS 1000 GRW ETF IWF	IWF	72,728	$27.3m4.36%	4.36%	Added +3.0k	+3,042 4.4%
4	ISHARES TR RUS 1000 VAL ETF IWD	IWD	132,241	$25.1m4.01%	4.01%	Added +18.6k	+18,560 16.3%
5	ISHARES INC CORE MSCI EMKT IEMG	IEMG	388,238	$22.3m3.56%	3.56%	Added +11.5k	+11,461 3.0%
6	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	663,012	$20.5m3.27%	3.27%	Added +103.4k	+103,424 18.5%
7	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	380,521	$19.5m3.11%	3.11%	Added +56.6k	+56,611 17.5%
8	ISHARES TR RUS MDCP VAL ETF IWS	IWS	141,967	$18.8m3.00%	3.00%	Added +11.2k	+11,235 8.6%
9	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	47,244	$18.1m2.90%	2.90%	Added +178	+178 0.4%
10	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	100,720	$18.1m2.88%	2.88%	Added +9.6k	+9,566 10.5%
11	ISHARES TR RUS MD CP GR ETF IWP	IWP	150,515	$17.7m2.82%	2.82%	Added +11.2k	+11,155 8.0%
12	VANGUARD INDEX FDS VALUE ETF VTV	VTV	94,348	$16.5m2.63%	2.63%	Reduced -238	-238 -0.2%
13	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	189,061	$16.0m2.55%	2.55%	Added +23.2k	+23,159 14.0%
14	ISHARES TR CORE S&P500 ETF IVV	IVV	25,018	$14.4m2.31%	2.31%	Reduced -546	-546 -2.1%
15	FIRST TR EXCH TRADED FD III INSTL PFD SECS FPEI	FPEI	747,371	$14.3m2.28%	2.28%	Added +109.1k	+109,083 17.1%
16	MICROSOFT CORP COM MSFT	MSFT	32,583	$14.0m2.24%	2.24%	Added +675	+675 2.1%
17	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	307,623	$14.0m2.24%	2.24%	Added +45.5k	+45,548 17.4%
18	ISHARES TR SHRT NAT MUN ETF SUB	SUB	130,368	$13.8m2.21%	2.21%	Added +6.1k	+6,148 5.0%
19	ISHARES TR US INDUSTRIALS IYJ	IYJ	101,347	$13.5m2.16%	2.16%	Added +11.6k	+11,570 12.9%
20	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	47,654	$11.0m1.76%	1.76%	Added +5.7k	+5,650 13.4%
21	GLOBAL X FDS NASDAQ 100 COVER QYLD	QYLD	573,816	$10.4m1.65%	1.65%	Added +83.1k	+83,147 16.9%
22	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	163,676	$9.7m1.55%	1.55%	Added +19.2k	+19,175 13.3%
23	ISHARES TR EXPANDED TECH IGV	IGV	104,574	$9.3m1.49%	1.49%	Added +12.5k	+12,545 13.6%
24	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	15,879	$9.1m1.46%	1.46%	Added +234	+234 1.5%
25	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	71,142	$9.1m1.45%	1.45%	Added +12.0k	+11,975 20.2%
26	APPLE INC COM AAPL	AAPL	36,975	$8.6m1.38%	1.38%	Added +3.5k	+3,481 10.4%
27	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	34,382	$6.2m0.98%	0.98%	Added +933	+933 2.8%
28	VANGUARD INDEX FDS MID CAP ETF VO	VO	17,612	$4.6m0.74%	0.74%	Added +753	+753 4.5%
29	ISHARES TR RUSSELL 2000 ETF IWM	IWM	20,583	$4.5m0.73%	0.73%	Added +536	+536 2.7%
30	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	8,532	$4.5m0.72%	0.72%	Added +435	+435 5.4%
31	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	46,057	$4.4m0.71%	0.71%	Reduced -6.2k	-6,177 -11.8%
32	NVIDIA CORPORATION COM NVDA	NVDA	33,214	$4.0m0.64%	0.64%	Added +1.0k	+1,018 3.2%
33	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	33,536	$3.4m0.54%	0.54%	Added +12.0k	+11,997 55.7%
34	AMAZON COM INC COM AMZN	AMZN	17,430	$3.2m0.52%	0.52%	Added +997	+997 6.1%
35	ISHARES INC MSCI EMRG CHN EMXC	EMXC	48,846	$3.0m0.48%	0.48%	Added +36.4k	+36,449 294.0%
36	ISHARES TR RUS MID CAP ETF IWR	IWR	33,299	$2.9m0.47%	0.47%	Added +2.1k	+2,127 6.8%
37	ISHARES TR RUS 2000 GRW ETF IWO	IWO	9,678	$2.7m0.44%	0.44%	Reduced -242	-242 -2.4%
38	ALPHABET INC CAP STK CL A GOOGL	GOOGL	15,502	$2.6m0.41%	0.41%	Added +1.0k	+1,000 6.9%
39	ISHARES TR CORE TOTAL USD IUSB	IUSB	52,547	$2.5m0.40%	0.40%	Added +3.7k	+3,658 7.5%
40	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	45,870	$2.4m0.39%	0.39%	Added +5.0k	+4,996 12.2%
41	VANGUARD INDEX FDS SMALL CP ETF VB	VB	9,719	$2.3m0.37%	0.37%	Added +238	+238 2.5%
42	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	27,178	$2.3m0.37%	0.37%	Added +545	+545 2.0%
43	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	43,790	$2.1m0.33%	0.33%	Added +4.7k	+4,713 12.1%
44	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,409	$2.0m0.32%	0.32%	Added +209	+209 5.0%
45	JPMORGAN CHASE & CO COM JPM	JPM	8,666	$1.8m0.29%	0.29%	Reduced -99	-99 -1.1%
46	AMERICAN EXPRESS CO COM AXP	AXP	6,644	$1.8m0.29%	0.29%	Reduced -199	-199 -2.9%
47	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	43,093	$1.8m0.29%	0.29%	Reduced -63	-63 -0.1%
48	ISHARES TR RUS TP200 GR ETF IWY	IWY	7,929	$1.7m0.28%	0.28%	Added +706	+706 9.8%
49	ISHARES TR RUS 2000 VAL ETF IWN	IWN	10,153	$1.7m0.27%	0.27%	Added +325	+325 3.3%
50	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,798	$1.6m0.26%	0.26%	Added +819	+819 16.4%
51	COSTCO WHSL CORP NEW COM COST	COST	1,835	$1.6m0.26%	0.26%	Reduced -16	-16 -0.9%
52	ISHARES TR RUS 1000 ETF IWB	IWB	5,161	$1.6m0.26%	0.26%	Reduced -5	-5 -0.1%
53	ISHARES TR NATIONAL MUN ETF MUB	MUB	14,702	$1.6m0.26%	0.26%	Reduced -4.2k	-4,199 -22.2%
54	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	6,086	$1.5m0.24%	0.24%	Added +35	+35 0.6%
55	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	60,913	$1.4m0.23%	0.23%	Added +5.5k	+5,480 9.9%
56	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	17,165	$1.4m0.23%	0.23%	Added +13	+13 0.1%
57	BROADCOM INC COM AVGO	AVGO	8,041	$1.4m0.22%	0.22%	Reduced -289	-289 -3.5%
58	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	1,491	$1.3m0.21%	0.21%	Unchanged
59	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	43,994	$1.3m0.21%	0.21%	Added +11.9k	+11,948 37.3%
60	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	5,807	$1.3m0.21%	0.21%	Reduced -229	-229 -3.8%
61	ISHARES TR EXPND TEC SC ETF IGM	IGM	13,290	$1.3m0.20%	0.20%	Reduced -122	-122 -0.9%
62	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	27,419	$1.3m0.20%	0.20%	Added +6.2k	+6,224 29.4%
63	FIRST TR EXCHNG TRADED FD VI VEST US EQUITY M MARM	MARM	41,385	$1.3m0.20%	0.20%	Added +19.1k	+19,121 85.9%
64	ISHARES TR BROAD USD HIGH USHY	USHY	32,488	$1.2m0.20%	0.20%	Added +7.6k	+7,640 30.8%
65	HOME DEPOT INC COM HD	HD	2,901	$1.2m0.19%	0.19%	Reduced -78	-78 -2.6%
66	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	5,823	$1.2m0.19%	0.19%	Reduced -774	-774 -11.7%
67	ABBVIE INC COM ABBV	ABBV	5,705	$1.1m0.18%	0.18%	Added +552	+552 10.7%
68	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	13,303	$1.1m0.18%	0.18%	Added +1.4k	+1,442 12.2%
69	UNITEDHEALTH GROUP INC COM UNH	UNH	1,890	$1.1m0.18%	0.18%	Reduced -49	-49 -2.5%
70	VISA INC COM CL A V	V	3,990	$1.1m0.18%	0.18%	Added +25	+25 0.6%
71	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	18,481	$1.1m0.17%	0.17%	Reduced -522	-522 -2.8%
72	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	6,478	$1.1m0.17%	0.17%	Added +507	+507 8.5%
73	ALPHABET INC CAP STK CL C GOOG	GOOG	6,471	$1.1m0.17%	0.17%	Added +1.1k	+1,053 19.4%
74	JOHNSON & JOHNSON COM JNJ	JNJ	6,188	$1.0m0.16%	0.16%	Reduced -90	-90 -1.4%
75	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	1,600	$989.7k0.16%	0.16%	Reduced -19	-19 -1.2%
76	ISHARES TR S&P 500 GRWT ETF IVW	IVW	10,253	$981.7k0.16%	0.16%	Reduced -690	-690 -6.3%
77	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	26,077	$949.5k0.15%	0.15%	Added +93	+93 0.4%
78	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,854	$904.9k0.14%	0.14%	Added +18	+18 1.0%
79	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	3,324	$888.7k0.14%	0.14%	Reduced -20	-20 -0.6%
80	META PLATFORMS INC CL A META	META	1,534	$878.1k0.14%	0.14%	Added +357	+357 30.3%
81	VANGUARD SCOTTSDALE FDS TOTAL CORP BND VTC	VTC	10,616	$841.8k0.13%	0.13%	Reduced -549	-549 -4.9%
82	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	15,831	$836.8k0.13%	0.13%	Added +2.1k	+2,052 14.9%
83	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	10,061	$834.5k0.13%	0.13%	Added +515	+515 5.4%
84	VANGUARD WORLD FD INF TECH ETF VGT	VGT	1,306	$766.0k0.12%	0.12%	Unchanged
85	QUALCOMM INC COM QCOM	QCOM	4,433	$753.8k0.12%	0.12%	Reduced -43	-43 -1.0%
86	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	19,728	$741.0k0.12%	0.12%	Added +1.7k	+1,727 9.6%
87	ELI LILLY & CO COM LLY	LLY	835	$739.8k0.12%	0.12%	Added +8	+8 1.0%
88	ISHARES TR MSCI AC ASIA ETF AAXJ	AAXJ	9,290	$728.8k0.12%	0.12%	Reduced -3.9k	-3,943 -29.8%
89	ISHARES TR EAFE GRWTH ETF EFG	EFG	6,700	$721.3k0.12%	0.12%	Reduced -1.1k	-1,121 -14.3%
90	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	5,915	$712.0k0.11%	0.11%	Added +341	+341 6.1%
91	MASTERCARD INCORPORATED CL A MA	MA	1,437	$709.6k0.11%	0.11%	Unchanged
92	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	16,887	$705.2k0.11%	0.11%	Added +4.0k	+3,975 30.8%
93	NETFLIX INC COM NFLX	NFLX	985	$698.6k0.11%	0.11%	Added +198	+198 25.2%
94	ISHARES TR MBS ETF MBB	MBB	6,824	$653.8k0.10%	0.10%	Reduced -642	-642 -8.6%
95	HONEYWELL INTL INC COM COM		3,002	$620.5k0.10%	0.10%	Reduced -85	-85 -2.8%
96	ISHARES TR S&P 500 VAL ETF IVE	IVE	3,041	$599.6k0.10%	0.10%	Added +165	+165 5.7%
97	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	12,048	$596.0k0.10%	0.10%	Reduced -3.5k	-3,506 -22.5%
98	TEXAS INSTRS INC COM TXN	TXN	2,878	$594.5k0.09%	0.09%	Unchanged
99	PROCTER AND GAMBLE CO COM PG	PG	3,292	$570.2k0.09%	0.09%	Added +54	+54 1.7%
100	PEPSICO INC COM PEP	PEP	3,278	$557.5k0.09%	0.09%	Reduced -16	-16 -0.5%

Sold out since Q2 2024

Security	Ticker	Shares held before	Value then
ISHARES TR HEFA	HEFA	11,994	$426.4k12.0k shares
ISHARES INC EWJ	EWJ	5,188	$354.0k5.2k shares
CONOCOPHILLIPS COP	COP	2,027	$231.8k2.0k shares
ISHARES TR TLT	TLT	2,447	$224.6k2.4k shares
APPLIED MATLS INC AMAT	AMAT	871	$205.5k871 shares
CITIGROUP INC C	C	3,208	$203.6k3.2k shares