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

$641.0m reported value +1.7% vs Q4 2024

181positions

48.5%in top 10

11 new 92 added 54 reduced 7 sold out vs Q4 2024

Holdings, Q1 2025

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	1,052,546	$86.1m13.43%	13.43%	Added +341.3k	+341,318 48.0%
2	ISHARES TR CORE MSCI EAFE IEFA	IEFA	757,763	$57.3m8.94%	8.94%	Added +8.3k	+8,256 1.1%
3	ISHARES TR RUS 1000 VAL ETF IWD	IWD	173,658	$32.7m5.10%	5.10%	Added +5.8k	+5,818 3.5%
4	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	469,305	$23.3m3.63%	3.63%	Added +50.0k	+50,040 11.9%
5	ISHARES TR RUS 1000 GRW ETF IWF	IWF	58,860	$21.3m3.32%	3.32%	Added +942	+942 1.6%
6	ISHARES TR SHRT NAT MUN ETF SUB	SUB	177,234	$18.7m2.92%	2.92%	Added +2.8k	+2,848 1.6%
7	ISHARES TR RUS MD CP GR ETF IWP	IWP	154,163	$18.1m2.83%	2.83%	Added +8.0k	+7,992 5.5%
8	ISHARES INC MSCI EMRG CHN EMXC	EMXC	326,713	$18.0m2.81%	2.81%	Added +14.2k	+14,205 4.5%
9	ISHARES TR RUS MDCP VAL ETF IWS	IWS	140,919	$17.8m2.77%	2.77%	Added +2.9k	+2,861 2.1%
10	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	101,977	$17.4m2.72%	2.72%	Added +1.9k	+1,921 1.9%
11	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	46,192	$17.1m2.67%	2.67%	Reduced -308	-308 -0.7%
12	FIRST TR EXCH TRADED FD III INSTL PFD SECS FPEI	FPEI	899,338	$16.8m2.62%	2.62%	Added +48.3k	+48,302 5.7%
13	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	597,666	$16.7m2.61%	2.61%	Added +17.1k	+17,101 3.0%
14	VANGUARD INDEX FDS VALUE ETF VTV	VTV	95,203	$16.4m2.57%	2.57%	Added +642	+642 0.7%
15	ISHARES TR CORE S&P500 ETF IVV	IVV	23,815	$13.4m2.09%	2.09%	Reduced -402	-402 -1.7%
16	ISHARES TR US INDUSTRIALS IYJ	IYJ	100,550	$13.1m2.04%	2.04%	Added +1.5k	+1,532 1.6%
17	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	315,901	$12.9m2.01%	2.01%	Added +9.1k	+9,125 3.0%
18	MICROSOFT CORP COM MSFT	MSFT	32,882	$12.3m1.93%	1.93%	Added +185	+185 0.6%
19	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	180,225	$10.3m1.61%	1.61%	New
20	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	159,477	$10.0m1.57%	1.57%	Reduced -569	-569 -0.4%
21	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	16,338	$9.1m1.43%	1.43%	Reduced -128	-128 -0.8%
22	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	79,078	$8.9m1.40%	1.40%	Added +3.8k	+3,807 5.1%
23	ISHARES TR EXPANDED TECH IGV	IGV	96,646	$8.6m1.34%	1.34%	Reduced -3.0k	-2,996 -3.0%
24	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	45,634	$8.6m1.34%	1.34%	Reduced -1.5k	-1,471 -3.1%
25	APPLE INC COM AAPL	AAPL	35,591	$7.9m1.23%	1.23%	Added +504	+504 1.4%
26	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	250,588	$7.7m1.20%	1.20%	Reduced -523.6k	-523,590 -67.6%
27	VANGUARD INDEX FDS MID CAP ETF VO	VO	18,782	$4.9m0.76%	0.76%	Reduced -186	-186 -1.0%
28	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	8,201	$4.2m0.66%	0.66%	Reduced -139	-139 -1.7%
29	ISHARES TR RUSSELL 2000 ETF IWM	IWM	20,709	$4.1m0.64%	0.64%	Reduced -19	-19 -0.1%
30	NVIDIA CORPORATION COM NVDA	NVDA	32,016	$3.5m0.54%	0.54%	Added +327	+327 1.0%
31	AMAZON COM INC COM AMZN	AMZN	17,725	$3.4m0.53%	0.53%	Added +207	+207 1.2%
32	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	33,787	$3.1m0.49%	0.49%	Reduced -668	-668 -1.9%
33	ISHARES INC CORE MSCI EMKT IEMG	IEMG	57,541	$3.1m0.48%	0.48%	Reduced -7.2k	-7,154 -11.1%
34	ISHARES TR RUS MID CAP ETF IWR	IWR	36,223	$3.1m0.48%	0.48%	Added +559	+559 1.6%
35	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	121,014	$2.8m0.44%	0.44%	Added +59.0k	+59,030 95.2%
36	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,675	$2.5m0.39%	0.39%	Added +523	+523 12.6%
37	ALPHABET INC CAP STK CL A GOOGL	GOOGL	15,802	$2.4m0.38%	0.38%	Added +644	+644 4.2%
38	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	29,855	$2.4m0.38%	0.38%	Added +2.4k	+2,433 8.9%
39	ISHARES TR RUS 2000 GRW ETF IWO	IWO	9,371	$2.4m0.37%	0.37%	Added +210	+210 2.3%
40	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	46,769	$2.4m0.37%	0.37%	Added +2.0k	+1,976 4.4%
41	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	58,571	$2.4m0.37%	0.37%	Added +10.6k	+10,643 22.2%
42	VANGUARD INDEX FDS SMALL CP ETF VB	VB	9,698	$2.2m0.34%	0.34%	Reduced -3	-3 -0.0%
43	JPMORGAN CHASE & CO COM JPM	JPM	8,271	$2.0m0.32%	0.32%	Reduced -104	-104 -1.2%
44	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	1,491	$2.0m0.31%	0.31%	Unchanged
45	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	42,837	$1.9m0.30%	0.30%	Added +801	+801 1.9%
46	COSTCO WHSL CORP NEW COM COST	COST	1,885	$1.8m0.28%	0.28%	Added +50	+50 2.7%
47	AMERICAN EXPRESS CO COM AXP	AXP	6,343	$1.7m0.27%	0.27%	Added +362	+362 6.0%
48	ISHARES TR CORE TOTAL USD IUSB	IUSB	35,463	$1.6m0.25%	0.25%	Reduced -14.4k	-14,442 -28.9%
49	ISHARES TR NATIONAL MUN ETF MUB	MUB	15,162	$1.6m0.25%	0.25%	Added +297	+297 2.0%
50	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	20,203	$1.6m0.25%	0.25%	Added +6.7k	+6,687 49.5%
51	MASTERCARD INCORPORATED CL A MA	MA	2,879	$1.6m0.25%	0.25%	Added +1.4k	+1,432 99.0%
52	ISHARES TR RUS 1000 ETF IWB	IWB	5,120	$1.6m0.25%	0.25%	Reduced -10	-10 -0.2%
53	ISHARES TR RUS 2000 VAL ETF IWN	IWN	10,369	$1.6m0.24%	0.24%	Added +557	+557 5.7%
54	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,638	$1.5m0.24%	0.24%	Reduced -76	-76 -1.3%
55	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	5,859	$1.4m0.22%	0.22%	Reduced -135	-135 -2.2%
56	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	31,106	$1.4m0.22%	0.22%	Added +5.9k	+5,908 23.4%
57	BROADCOM INC COM AVGO	AVGO	8,489	$1.4m0.22%	0.22%	Added +345	+345 4.2%
58	VISA INC COM CL A V	V	3,904	$1.4m0.21%	0.21%	Reduced -89	-89 -2.2%
59	ISHARES TR RUS TP200 GR ETF IWY	IWY	6,348	$1.3m0.21%	0.21%	Reduced -156	-156 -2.4%
60	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,633	$1.2m0.19%	0.19%	Added +879	+879 50.1%
61	ISHARES TR EXPND TEC SC ETF IGM	IGM	13,061	$1.2m0.18%	0.18%	Reduced -129	-129 -1.0%
62	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	39,509	$1.2m0.18%	0.18%	Reduced -7.7k	-7,746 -16.4%
63	ABBVIE INC COM ABBV	ABBV	5,597	$1.2m0.18%	0.18%	Reduced -3	-3 -0.1%
64	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	32,190	$1.2m0.18%	0.18%	Added +1.1k	+1,124 3.6%
65	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	11,297	$1.1m0.18%	0.18%	Reduced -6.8k	-6,757 -37.4%
66	HOME DEPOT INC COM HD	HD	3,092	$1.1m0.18%	0.18%	Added +487	+487 18.7%
67	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	6,988	$1.1m0.18%	0.18%	Added +521	+521 8.1%
68	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	13,303	$1.1m0.17%	0.17%	Unchanged
69	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	20,874	$1.1m0.17%	0.17%	Added +14.3k	+14,273 216.2%
70	JOHNSON & JOHNSON COM JNJ	JNJ	6,495	$1.1m0.17%	0.17%	Added +347	+347 5.6%
71	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	13,396	$1.1m0.17%	0.17%	Added +2.4k	+2,402 21.9%
72	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	5,059	$1.0m0.16%	0.16%	Reduced -752	-752 -12.9%
73	ALPHABET INC CAP STK CL C GOOG	GOOG	6,254	$977.1k0.15%	0.15%	Added +10	+10 0.2%
74	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	19,055	$973.1k0.15%	0.15%	Added +1.5k	+1,494 8.5%
75	META PLATFORMS INC CL A META	META	1,678	$967.1k0.15%	0.15%	Added +22	+22 1.3%
76	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	14,645	$963.1k0.15%	0.15%	Added +48	+48 0.3%
77	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	26,760	$935.3k0.15%	0.15%	Added +4.7k	+4,713 21.4%
78	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	36,150	$903.4k0.14%	0.14%	Added +6.2k	+6,216 20.8%
79	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	15,299	$897.9k0.14%	0.14%	Reduced -1.7k	-1,705 -10.0%
80	NETFLIX INC COM NFLX	NFLX	940	$876.6k0.14%	0.14%	Reduced -18	-18 -1.9%
81	FIRST TR EXCHNG TRADED FD VI VEST US EQUITY M MARM	MARM	27,139	$851.1k0.13%	0.13%	Reduced -13.6k	-13,602 -33.4%
82	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	3,311	$833.6k0.13%	0.13%	Unchanged
83	ISHARES TR CORE US AGGBD ET AGG	AGG	8,326	$823.6k0.13%	0.13%	Reduced -100	-100 -1.2%
84	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	1,650	$821.0k0.13%	0.13%	Reduced -4	-4 -0.2%
85	UNITEDHEALTH GROUP INC COM UNH	UNH	1,502	$786.7k0.12%	0.12%	Reduced -413	-413 -21.6%
86	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	4,219	$786.0k0.12%	0.12%	Reduced -59	-59 -1.4%
87	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	18,775	$772.2k0.12%	0.12%	Added +2.8k	+2,783 17.4%
88	ISHARES TR MBS ETF MBB	MBB	8,170	$766.2k0.12%	0.12%	Added +1.4k	+1,385 20.4%
89	VANGUARD WORLD FD INF TECH ETF VGT	VGT	1,405	$762.0k0.12%	0.12%	Added +2	+2 0.1%
90	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	6,510	$747.8k0.12%	0.12%	Added +858	+858 15.2%
91	FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT LMBS	LMBS	14,987	$736.8k0.11%	0.11%	Added +9.5k	+9,515 173.9%
92	ELI LILLY & CO COM LLY	LLY	889	$734.2k0.11%	0.11%	Reduced -2	-2 -0.2%
93	QUALCOMM INC COM QCOM	QCOM	4,400	$675.9k0.11%	0.11%	Added +16	+16 0.4%
94	VANGUARD SCOTTSDALE FDS TOTAL CORP BND VTC	VTC	7,795	$598.7k0.09%	0.09%	Reduced -86	-86 -1.1%
95	ISHARES TR BROAD USD HIGH USHY	USHY	16,100	$592.6k0.09%	0.09%	Reduced -11.8k	-11,845 -42.4%
96	ISHARES TR S&P 500 GRWT ETF IVW	IVW	6,377	$592.0k0.09%	0.09%	Reduced -146	-146 -2.2%
97	PEPSICO INC COM PEP	PEP	3,925	$588.6k0.09%	0.09%	Added +649	+649 19.8%
98	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	3,395	$588.1k0.09%	0.09%	Added +297	+297 9.6%
99	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	11,709	$570.9k0.09%	0.09%	Reduced -140	-140 -1.2%
100	PROCTER AND GAMBLE CO COM PG	PG	3,345	$570.1k0.09%	0.09%	Added +73	+73 2.2%

Sold out since Q4 2024

Security	Ticker	Shares held before	Value then
GLOBAL X FDS QYLD	QYLD	572,764	$10.5m572.8k shares
PIMCO ETF TR EMNT	EMNT	5,344	$528.5k5.3k shares
LAM RESEARCH CORP		6,525	$470.8k6.5k shares
BLACKROCK INC BLK	BLK	359	$368.8k359 shares
ISHARES TR IYW	IYW	1,593	$256.5k1.6k shares
ISHARES TR MTUM	MTUM	1,025	$213.1k1.0k shares
FIRST TR EXCHANGE-TRADED FD QCLN	QCLN	5,995	$206.6k6.0k shares