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

$748.9m reported value +16.8% vs Q1 2025

198positions

47.4%in top 10

28 new 91 added 69 reduced 11 sold out vs Q1 2025

Holdings, Q2 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	1,043,633	$86.5m11.56%	11.56%	Reduced -8.9k	-8,913 -0.8%
2	ISHARES TR CORE MSCI EAFE IEFA	IEFA	843,737	$70.4m9.41%	9.41%	Added +86.0k	+85,974 11.3%
3	ISHARES TR RUS 1000 VAL ETF IWD	IWD	201,390	$39.1m5.22%	5.22%	Added +27.7k	+27,732 16.0%
4	ISHARES TR RUS MID CAP ETF IWR	IWR	275,347	$25.3m3.38%	3.38%	Added +239.1k	+239,124 660.1%
5	ISHARES INC MSCI EMRG CHN EMXC	EMXC	392,677	$24.8m3.31%	3.31%	Added +66.0k	+65,964 20.2%
6	ISHARES TR RUS 1000 GRW ETF IWF	IWF	57,856	$24.6m3.28%	3.28%	Reduced -1.0k	-1,004 -1.7%
7	ISHARES TR NATIONAL MUN ETF MUB	MUB	215,990	$22.6m3.01%	3.01%	Added +200.8k	+200,828 1324.5%
8	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	50,263	$22.0m2.94%	2.94%	Added +4.1k	+4,071 8.8%
9	ISHARES TR SHRT NAT MUN ETF SUB	SUB	187,405	$19.9m2.66%	2.66%	Added +10.2k	+10,171 5.7%
10	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	106,746	$19.5m2.61%	2.61%	Added +4.8k	+4,769 4.7%
11	VANGUARD INDEX FDS VALUE ETF VTV	VTV	105,700	$18.7m2.49%	2.49%	Added +10.5k	+10,497 11.0%
12	FIRST TR EXCH TRADED FD III INSTL PFD SECS FPEI	FPEI	941,342	$17.9m2.39%	2.39%	Added +42.0k	+42,004 4.7%
13	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	656,271	$17.4m2.32%	2.32%	Added +58.6k	+58,605 9.8%
14	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	391,940	$16.7m2.23%	2.23%	Added +76.0k	+76,039 24.1%
15	MICROSOFT CORP COM MSFT	MSFT	32,567	$16.2m2.16%	2.16%	Reduced -315	-315 -1.0%
16	ISHARES TR US INDUSTRIALS IYJ	IYJ	91,832	$13.1m1.75%	1.75%	Reduced -8.7k	-8,718 -8.7%
17	ISHARES TR NEW YORK MUN ETF NYF	NYF	235,016	$12.3m1.64%	1.64%	Added +228.4k	+228,439 3473.3%
18	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	214,456	$12.2m1.63%	1.63%	Added +34.2k	+34,231 19.0%
19	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	159,155	$12.0m1.61%	1.61%	Reduced -322	-322 -0.2%
20	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	47,513	$11.3m1.51%	1.51%	Added +1.9k	+1,879 4.1%
21	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	81,085	$11.3m1.51%	1.51%	Added +2.0k	+2,007 2.5%
22	ISHARES TR EXPANDED TECH IGV	IGV	100,577	$11.0m1.47%	1.47%	Added +3.9k	+3,931 4.1%
23	ISHARES TR RUS MD CP GR ETF IWP	IWP	76,497	$10.6m1.42%	1.42%	Reduced -77.7k	-77,666 -50.4%
24	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	16,183	$10.0m1.34%	1.34%	Reduced -155	-155 -0.9%
25	ISHARES TR CORE S&P500 ETF IVV	IVV	15,746	$9.8m1.31%	1.31%	Reduced -8.1k	-8,069 -33.9%
26	APPLE INC COM AAPL	AAPL	37,642	$7.7m1.03%	1.03%	Added +2.1k	+2,051 5.8%
27	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	157,278	$7.7m1.03%	1.03%	Reduced -312.0k	-312,027 -66.5%
28	ISHARES TR RUS MDCP VAL ETF IWS	IWS	58,243	$7.7m1.03%	1.03%	Reduced -82.7k	-82,676 -58.7%
29	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	220,717	$6.8m0.91%	0.91%	Reduced -29.9k	-29,871 -11.9%
30	NVIDIA CORPORATION COM NVDA	NVDA	32,743	$5.2m0.69%	0.69%	Added +727	+727 2.3%
31	VANGUARD INDEX FDS MID CAP ETF VO	VO	18,391	$5.1m0.69%	0.69%	Reduced -391	-391 -2.1%
32	FIRST TR EXCHNG TRADED FD VI FT VEST U.S XJUN	XJUN	122,669	$5.0m0.67%	0.67%	New
33	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	7,687	$4.4m0.58%	0.58%	Reduced -514	-514 -6.3%
34	AMAZON COM INC COM AMZN	AMZN	18,790	$4.1m0.55%	0.55%	Added +1.1k	+1,065 6.0%
35	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	33,845	$3.7m0.49%	0.49%	Added +58	+58 0.2%
36	ISHARES INC CORE MSCI EMKT IEMG	IEMG	55,881	$3.4m0.45%	0.45%	Reduced -1.7k	-1,660 -2.9%
37	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	49,387	$2.8m0.38%	0.38%	Added +2.6k	+2,618 5.6%
38	ISHARES TR RUSSELL 2000 ETF IWM	IWM	13,036	$2.8m0.38%	0.38%	Reduced -7.7k	-7,673 -37.0%
39	ALPHABET INC CAP STK CL A GOOGL	GOOGL	15,918	$2.8m0.37%	0.37%	Added +116	+116 0.7%
40	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	119,398	$2.8m0.37%	0.37%	Reduced -1.6k	-1,616 -1.3%
41	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	30,484	$2.7m0.36%	0.36%	Added +629	+629 2.1%
42	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	62,701	$2.6m0.35%	0.35%	Added +4.1k	+4,130 7.0%
43	ISHARES TR MBS ETF MBB	MBB	27,759	$2.6m0.35%	0.35%	Added +19.6k	+19,589 239.8%
44	JPMORGAN CHASE & CO COM JPM	JPM	8,547	$2.5m0.33%	0.33%	Added +276	+276 3.3%
45	BROADCOM INC COM AVGO	AVGO	8,868	$2.4m0.33%	0.33%	Added +379	+379 4.5%
46	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,902	$2.4m0.32%	0.32%	Added +227	+227 4.9%
47	ISHARES TR RUS 2000 GRW ETF IWO	IWO	8,088	$2.3m0.31%	0.31%	Reduced -1.3k	-1,283 -13.7%
48	VANGUARD INDEX FDS SMALL CP ETF VB	VB	9,635	$2.3m0.30%	0.30%	Reduced -63	-63 -0.7%
49	ISHARES TR CORE US AGGBD ET AGG	AGG	21,954	$2.2m0.29%	0.29%	Added +13.6k	+13,628 163.7%
50	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	43,646	$2.2m0.29%	0.29%	New
51	AMERICAN EXPRESS CO COM AXP	AXP	6,292	$2.0m0.27%	0.27%	Reduced -51	-51 -0.8%
52	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	21,056	$2.0m0.26%	0.26%	Added +853	+853 4.2%
53	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	39,626	$2.0m0.26%	0.26%	Reduced -3.2k	-3,211 -7.5%
54	COSTCO WHSL CORP NEW COM COST	COST	1,899	$1.9m0.25%	0.25%	Added +14	+14 0.7%
55	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	37,734	$1.7m0.23%	0.23%	Added +6.6k	+6,628 21.3%
56	ISHARES TR RUS 1000 ETF IWB	IWB	5,065	$1.7m0.23%	0.23%	Reduced -55	-55 -1.1%
57	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,052	$1.7m0.22%	0.22%	Added +419	+419 15.9%
58	ISHARES TR CORE TOTAL USD IUSB	IUSB	36,304	$1.7m0.22%	0.22%	Added +841	+841 2.4%
59	MASTERCARD INCORPORATED CL A MA	MA	2,890	$1.6m0.22%	0.22%	Added +11	+11 0.4%
60	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,272	$1.6m0.21%	0.21%	Reduced -366	-366 -6.5%
61	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	17,719	$1.5m0.20%	0.20%	Added +4.4k	+4,416 33.2%
62	ISHARES TR RUS 2000 VAL ETF IWN	IWN	9,537	$1.5m0.20%	0.20%	Reduced -832	-832 -8.0%
63	VISA INC COM CL A V	V	4,232	$1.5m0.20%	0.20%	Added +328	+328 8.4%
64	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	5,181	$1.5m0.20%	0.20%	Reduced -678	-678 -11.6%
65	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	19,756	$1.4m0.19%	0.19%	Added +5.1k	+5,111 34.9%
66	ISHARES TR EXPND TEC SC ETF IGM	IGM	12,424	$1.4m0.19%	0.19%	Reduced -637	-637 -4.9%
67	ISHARES TR RUS TP200 GR ETF IWY	IWY	5,455	$1.3m0.18%	0.18%	Reduced -893	-893 -14.1%
68	META PLATFORMS INC CL A META	META	1,816	$1.3m0.18%	0.18%	Added +138	+138 8.2%
69	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	32,190	$1.3m0.17%	0.17%	Unchanged
70	NETFLIX INC COM NFLX	NFLX	941	$1.3m0.17%	0.17%	Added +1	+1 0.1%
71	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	4,542	$1.3m0.17%	0.17%	Added +1.2k	+1,231 37.2%
72	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	4,871	$1.2m0.16%	0.16%	Reduced -188	-188 -3.7%
73	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	38,004	$1.2m0.16%	0.16%	Reduced -1.5k	-1,505 -3.8%
74	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	15,120	$1.2m0.16%	0.16%	Added +11.8k	+11,824 358.7%
75	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	11,858	$1.2m0.16%	0.16%	Added +561	+561 5.0%
76	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	6,103	$1.2m0.16%	0.16%	Added +1.9k	+1,884 44.7%
77	ALPHABET INC CAP STK CL C GOOG	GOOG	6,696	$1.2m0.16%	0.16%	Added +442	+442 7.1%
78	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	22,063	$1.2m0.16%	0.16%	Added +1.2k	+1,189 5.7%
79	HOME DEPOT INC COM HD	HD	3,146	$1.2m0.15%	0.15%	Added +54	+54 1.8%
80	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	27,927	$1.1m0.15%	0.15%	Added +1.2k	+1,167 4.4%
81	ABBVIE INC COM ABBV	ABBV	5,715	$1.1m0.14%	0.14%	Added +118	+118 2.1%
82	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	6,296	$1.0m0.14%	0.14%	Reduced -692	-692 -9.9%
83	JOHNSON & JOHNSON COM JNJ	JNJ	6,569	$1.0m0.13%	0.13%	Added +74	+74 1.1%
84	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	18,754	$981.6k0.13%	0.13%	Reduced -301	-301 -1.6%
85	FIRST TR EXCHNG TRADED FD VI VEST US EQUITY M MARM	MARM	29,523	$948.3k0.13%	0.13%	Added +2.4k	+2,384 8.8%
86	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	9,795	$933.7k0.12%	0.12%	Reduced -3.6k	-3,601 -26.9%
87	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	15,276	$897.9k0.12%	0.12%	Reduced -23	-23 -0.1%
88	VANGUARD WORLD FD INF TECH ETF VGT	VGT	1,314	$871.6k0.12%	0.12%	Reduced -91	-91 -6.5%
89	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	6,686	$847.5k0.11%	0.11%	Added +176	+176 2.7%
90	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	33,335	$839.0k0.11%	0.11%	Reduced -2.8k	-2,815 -7.8%
91	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	20,173	$839.0k0.11%	0.11%	Added +1.4k	+1,398 7.5%
92	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	26,656	$778.6k0.10%	0.10%	Added +8.5k	+8,490 46.7%
93	FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT LMBS	LMBS	14,987	$738.3k0.10%	0.10%	Unchanged
94	NUSHARES ETF TR NUVEEN ESG SMLCP NUSC	NUSC	18,063	$735.9k0.10%	0.10%	Added +3.3k	+3,324 22.6%
95	ISHARES TR S&P 500 GRWT ETF IVW	IVW	6,646	$731.7k0.10%	0.10%	Added +269	+269 4.2%
96	QUALCOMM INC COM QCOM	QCOM	4,500	$716.7k0.10%	0.10%	Added +100	+100 2.3%
97	ELI LILLY & CO COM LLY	LLY	903	$703.9k0.09%	0.09%	Added +14	+14 1.6%
98	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	1,716	$695.8k0.09%	0.09%	Added +66	+66 4.0%
99	ISHARES TR 20 YR TR BD ETF TLT	TLT	7,723	$681.6k0.09%	0.09%	New
100	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	26,822	$653.9k0.09%	0.09%	New

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
TEXAS PACIFIC LAND CORPORATI TPL	TPL	1,491	$2.0m1.5k shares
ISHARES TR USHY	USHY	16,100	$592.6k16.1k shares
INVESCO EXCHANGE TRADED FD T RSP	RSP	3,395	$588.1k3.4k shares
SELECT SECTOR SPDR TR XLV	XLV	2,014	$294.1k2.0k shares
ISHARES TR CMF	CMF	5,200	$292.7k5.2k shares
ISHARES TR IWX	IWX	3,059	$251.4k3.1k shares
MERCK & CO INC MRK	MRK	2,701	$242.5k2.7k shares
CONOCOPHILLIPS COP	COP	1,993	$209.3k2.0k shares
MCDONALDS CORP MCD	MCD	657	$205.2k657 shares
EXXON MOBIL CORP XOM	XOM	1,717	$204.3k1.7k shares
FIRST TR EXCH TRADED FD III FPE	FPE	10,376	$182.5k10.4k shares