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

$630.0m reported value +0.6% vs Q3 2024

177positions

45.0%in top 10

7 new 55 added 99 reduced 13 sold out vs Q3 2024

Holdings, Q4 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	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	711,228	$57.2m9.08%	9.08%	Added +104.6k	+104,605 17.2%
2	ISHARES TR CORE MSCI EAFE IEFA	IEFA	749,507	$52.7m8.37%	8.37%	Added +34.2k	+34,223 4.8%
3	ISHARES TR RUS 1000 VAL ETF IWD	IWD	167,840	$31.0m4.92%	4.92%	Added +35.6k	+35,599 26.9%
4	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	774,178	$23.8m3.78%	3.78%	Added +111.2k	+111,166 16.8%
5	ISHARES TR RUS 1000 GRW ETF IWF	IWF	57,918	$23.5m3.73%	3.73%	Reduced -14.8k	-14,810 -20.4%
6	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	419,265	$21.0m3.34%	3.34%	Added +38.7k	+38,744 10.2%
7	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	46,500	$19.3m3.06%	3.06%	Reduced -744	-744 -1.6%
8	ISHARES TR RUS MD CP GR ETF IWP	IWP	146,171	$18.6m2.96%	2.96%	Reduced -4.3k	-4,344 -2.9%
9	ISHARES TR SHRT NAT MUN ETF SUB	SUB	174,386	$18.4m2.92%	2.92%	Added +44.0k	+44,018 33.8%
10	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	100,056	$17.9m2.84%	2.84%	Reduced -664	-664 -0.7%
11	ISHARES TR RUS MDCP VAL ETF IWS	IWS	138,058	$17.8m2.83%	2.83%	Reduced -3.9k	-3,909 -2.8%
12	ISHARES INC MSCI EMRG CHN EMXC	EMXC	312,508	$17.4m2.75%	2.75%	Added +263.7k	+263,662 539.8%
13	VANGUARD INDEX FDS VALUE ETF VTV	VTV	94,561	$16.0m2.54%	2.54%	Added +213	+213 0.2%
14	FIRST TR EXCH TRADED FD III INSTL PFD SECS FPEI	FPEI	851,036	$15.9m2.53%	2.53%	Added +103.7k	+103,665 13.9%
15	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	580,565	$15.8m2.51%	2.51%	Added +13.4k	+13,382 2.4%
16	ISHARES TR CORE S&P500 ETF IVV	IVV	24,217	$14.3m2.27%	2.27%	Reduced -801	-801 -3.2%
17	MICROSOFT CORP COM MSFT	MSFT	32,697	$13.9m2.20%	2.20%	Added +114	+114 0.3%
18	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	306,776	$13.8m2.19%	2.19%	Reduced -847	-847 -0.3%
19	ISHARES TR US INDUSTRIALS IYJ	IYJ	99,018	$13.2m2.10%	2.10%	Reduced -2.3k	-2,329 -2.3%
20	GLOBAL X FDS NASDAQ 100 COVER QYLD	QYLD	572,764	$10.5m1.66%	1.66%	Reduced -1.1k	-1,052 -0.2%
21	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	47,105	$10.2m1.62%	1.62%	Reduced -549	-549 -1.1%
22	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	160,046	$10.2m1.62%	1.62%	Reduced -3.6k	-3,630 -2.2%
23	ISHARES TR EXPANDED TECH IGV	IGV	99,642	$10.1m1.60%	1.60%	Reduced -4.9k	-4,932 -4.7%
24	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	16,466	$9.7m1.54%	1.54%	Added +587	+587 3.7%
25	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	75,271	$9.0m1.43%	1.43%	Added +4.1k	+4,129 5.8%
26	APPLE INC COM AAPL	AAPL	35,087	$8.8m1.40%	1.40%	Reduced -1.9k	-1,888 -5.1%
27	VANGUARD INDEX FDS MID CAP ETF VO	VO	18,968	$5.0m0.80%	0.80%	Added +1.4k	+1,356 7.7%
28	ISHARES TR RUSSELL 2000 ETF IWM	IWM	20,728	$4.6m0.73%	0.73%	Added +145	+145 0.7%
29	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	8,340	$4.5m0.72%	0.72%	Reduced -192	-192 -2.2%
30	NVIDIA CORPORATION COM NVDA	NVDA	31,689	$4.4m0.69%	0.69%	Reduced -1.5k	-1,525 -4.6%
31	AMAZON COM INC COM AMZN	AMZN	17,518	$3.9m0.62%	0.62%	Added +88	+88 0.5%
32	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	34,455	$3.6m0.57%	0.57%	Reduced -11.6k	-11,602 -25.2%
33	ISHARES INC CORE MSCI EMKT IEMG	IEMG	64,695	$3.4m0.54%	0.54%	Reduced -323.5k	-323,543 -83.3%
34	ISHARES TR RUS MID CAP ETF IWR	IWR	35,664	$3.2m0.50%	0.50%	Added +2.4k	+2,365 7.1%
35	ALPHABET INC CAP STK CL A GOOGL	GOOGL	15,158	$2.9m0.46%	0.46%	Reduced -344	-344 -2.2%
36	ISHARES TR RUS 2000 GRW ETF IWO	IWO	9,161	$2.6m0.42%	0.42%	Reduced -517	-517 -5.3%
37	VANGUARD INDEX FDS SMALL CP ETF VB	VB	9,701	$2.3m0.37%	0.37%	Reduced -18	-18 -0.2%
38	ISHARES TR CORE TOTAL USD IUSB	IUSB	49,905	$2.3m0.36%	0.36%	Reduced -2.6k	-2,642 -5.0%
39	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	44,793	$2.1m0.34%	0.34%	Reduced -1.1k	-1,077 -2.4%
40	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	27,422	$2.1m0.33%	0.33%	Added +244	+244 0.9%
41	JPMORGAN CHASE & CO COM JPM	JPM	8,375	$2.0m0.32%	0.32%	Reduced -291	-291 -3.4%
42	BROADCOM INC COM AVGO	AVGO	8,144	$1.9m0.30%	0.30%	Added +103	+103 1.3%
43	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	47,928	$1.9m0.30%	0.30%	Added +4.8k	+4,835 11.2%
44	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,152	$1.9m0.30%	0.30%	Reduced -257	-257 -5.8%
45	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	42,036	$1.9m0.29%	0.29%	Reduced -1.8k	-1,754 -4.0%
46	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	18,054	$1.8m0.29%	0.29%	Reduced -15.5k	-15,482 -46.2%
47	AMERICAN EXPRESS CO COM AXP	AXP	5,981	$1.8m0.28%	0.28%	Reduced -663	-663 -10.0%
48	COSTCO WHSL CORP NEW COM COST	COST	1,835	$1.7m0.27%	0.27%	Unchanged
49	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,714	$1.7m0.26%	0.26%	Reduced -84	-84 -1.4%
50	ISHARES TR RUS 1000 ETF IWB	IWB	5,130	$1.7m0.26%	0.26%	Reduced -31	-31 -0.6%
51	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	1,491	$1.7m0.26%	0.26%	Unchanged
52	ISHARES TR RUS 2000 VAL ETF IWN	IWN	9,812	$1.6m0.25%	0.25%	Reduced -341	-341 -3.4%
53	ISHARES TR NATIONAL MUN ETF MUB	MUB	14,865	$1.6m0.25%	0.25%	Added +163	+163 1.1%
54	ISHARES TR RUS TP200 GR ETF IWY	IWY	6,504	$1.5m0.24%	0.24%	Reduced -1.4k	-1,425 -18.0%
55	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	5,994	$1.5m0.24%	0.24%	Reduced -92	-92 -1.5%
56	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	47,255	$1.4m0.23%	0.23%	Added +3.3k	+3,261 7.4%
57	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	61,984	$1.4m0.22%	0.22%	Added +1.1k	+1,071 1.8%
58	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	5,811	$1.4m0.22%	0.22%	Added +4	+4 0.1%
59	ISHARES TR EXPND TEC SC ETF IGM	IGM	13,190	$1.4m0.22%	0.22%	Reduced -100	-100 -0.8%
60	VISA INC COM CL A V	V	3,993	$1.3m0.20%	0.20%	Added +3	+3 0.1%
61	FIRST TR EXCHNG TRADED FD VI VEST US EQUITY M MARM	MARM	40,741	$1.3m0.20%	0.20%	Reduced -644	-644 -1.6%
62	ALPHABET INC CAP STK CL C GOOG	GOOG	6,244	$1.2m0.19%	0.19%	Reduced -227	-227 -3.5%
63	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	13,516	$1.2m0.19%	0.19%	Reduced -3.6k	-3,649 -21.3%
64	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	25,198	$1.2m0.18%	0.18%	Reduced -2.2k	-2,221 -8.1%
65	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	13,303	$1.1m0.17%	0.17%	Unchanged
66	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	31,066	$1.1m0.17%	0.17%	Added +11.3k	+11,338 57.5%
67	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	6,467	$1.0m0.17%	0.17%	Reduced -11	-11 -0.2%
68	ISHARES TR BROAD USD HIGH USHY	USHY	27,945	$1.0m0.16%	0.16%	Reduced -4.5k	-4,543 -14.0%
69	HOME DEPOT INC COM HD	HD	2,605	$1.0m0.16%	0.16%	Reduced -296	-296 -10.2%
70	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	14,597	$1.0m0.16%	0.16%	New
71	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	17,004	$988.8k0.16%	0.16%	Reduced -1.5k	-1,477 -8.0%
72	ABBVIE INC COM ABBV	ABBV	5,600	$986.8k0.16%	0.16%	Reduced -105	-105 -1.8%
73	META PLATFORMS INC CL A META	META	1,656	$979.1k0.16%	0.16%	Added +122	+122 8.0%
74	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	10,994	$974.8k0.15%	0.15%	Added +933	+933 9.3%
75	UNITEDHEALTH GROUP INC COM UNH	UNH	1,915	$972.4k0.15%	0.15%	Added +25	+25 1.3%
76	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	3,311	$928.6k0.15%	0.15%	Reduced -13	-13 -0.4%
77	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,754	$904.4k0.14%	0.14%	Reduced -100	-100 -5.4%
78	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	17,561	$897.4k0.14%	0.14%	Added +1.7k	+1,730 10.9%
79	JOHNSON & JOHNSON COM JNJ	JNJ	6,148	$881.3k0.14%	0.14%	Reduced -40	-40 -0.7%
80	VANGUARD WORLD FD INF TECH ETF VGT	VGT	1,403	$880.5k0.14%	0.14%	Added +97	+97 7.4%
81	NETFLIX INC COM NFLX	NFLX	958	$862.6k0.14%	0.14%	Reduced -27	-27 -2.7%
82	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	1,654	$858.2k0.14%	0.14%	Added +54	+54 3.4%
83	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	4,278	$845.5k0.13%	0.13%	Reduced -1.5k	-1,545 -26.5%
84	ISHARES TR CORE US AGGBD ET AGG	AGG	8,426	$817.5k0.13%	0.13%	New
85	ISHARES TR EAFE GRWTH ETF EFG	EFG	8,233	$798.8k0.13%	0.13%	Added +1.5k	+1,533 22.9%
86	MASTERCARD INCORPORATED CL A MA	MA	1,447	$760.5k0.12%	0.12%	Added +10	+10 0.7%
87	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	29,934	$739.4k0.12%	0.12%	Added +10.4k	+10,429 53.5%
88	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	22,047	$739.0k0.12%	0.12%	Reduced -4.0k	-4,030 -15.4%
89	ELI LILLY & CO COM LLY	LLY	891	$689.5k0.11%	0.11%	Added +56	+56 6.7%
90	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	5,652	$689.4k0.11%	0.11%	Reduced -263	-263 -4.5%
91	QUALCOMM INC COM QCOM	QCOM	4,384	$677.7k0.11%	0.11%	Reduced -49	-49 -1.1%
92	ISHARES TR S&P 500 GRWT ETF IVW	IVW	6,523	$668.1k0.11%	0.11%	Reduced -3.7k	-3,730 -36.4%
93	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	15,992	$666.9k0.11%	0.11%	Reduced -895	-895 -5.3%
94	HONEYWELL INTL INC COM COM		2,763	$626.1k0.10%	0.10%	Reduced -239	-239 -8.0%
95	ISHARES TR MBS ETF MBB	MBB	6,785	$622.6k0.10%	0.10%	Reduced -39	-39 -0.6%
96	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	11,849	$610.1k0.10%	0.10%	Reduced -199	-199 -1.6%
97	VANGUARD SCOTTSDALE FDS TOTAL CORP BND VTC	VTC	7,881	$597.7k0.09%	0.09%	Reduced -2.7k	-2,735 -25.8%
98	GOLDMAN SACHS ETF TR SMAL CAP EQU ETF GSC	GSC	11,623	$593.4k0.09%	0.09%	New
99	SALESFORCE INC COM CRM	CRM	1,665	$559.0k0.09%	0.09%	Added +12	+12 0.7%
100	PROCTER AND GAMBLE CO COM PG	PG	3,272	$546.7k0.09%	0.09%	Reduced -20	-20 -0.6%

Sold out since Q3 2024

Security	Ticker	Shares held before	Value then
ISHARES TR AAXJ	AAXJ	9,290	$728.8k9.3k shares
LOCKHEED MARTIN CORP LMT	LMT	496	$290.1k496 shares
ISHARES TR SCZ	SCZ	4,094	$277.2k4.1k shares
ISHARES TR DGRO	DGRO	4,374	$274.2k4.4k shares
WASTE MGMT INC DEL WM	WM	1,220	$253.3k1.2k shares
SPDR SER TR BIL	BIL	2,697	$247.6k2.7k shares
NUSHARES ETF TR NUDM	NUDM	7,252	$244.0k7.3k shares
EXXON MOBIL CORP XOM	XOM	2,079	$243.7k2.1k shares
AIR PRODS & CHEMS INC APD	APD	745	$221.8k745 shares
REGENERON PHARMACEUTICALS REGN	REGN	211	$221.8k211 shares
UNION PAC CORP UNP	UNP	864	$213.0k864 shares
ELEVANCE HEALTH INC ELV	ELV	402	$209.0k402 shares
DANAHER CORPORATION DHR	DHR	744	$206.8k744 shares