Legacy Edge Advisors, LLC

SYOSSET, NY · CIK 2105396 · 13F filing filed 2026-08-26

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

$848.8m reported value +13.3% vs Q2 2025

203positions

46.6%in top 10

18 new 96 added 68 reduced 13 sold out vs Q2 2025

Holdings, Q3 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	1,169,012	$98.3m11.58%	11.58%	Added +125.4k	+125,379 12.0%
2	ISHARES TR CORE MSCI EAFE IEFA	IEFA	919,478	$80.3m9.46%	9.46%	Added +75.7k	+75,741 9.0%
3	ISHARES TR RUS 1000 VAL ETF IWD	IWD	219,123	$44.6m5.26%	5.26%	Added +17.7k	+17,733 8.8%
4	ISHARES TR RUS MID CAP ETF IWR	IWR	304,420	$29.4m3.46%	3.46%	Added +29.1k	+29,073 10.6%
5	ISHARES INC MSCI EMRG CHN EMXC	EMXC	432,899	$29.2m3.44%	3.44%	Added +40.2k	+40,222 10.2%
6	ISHARES TR RUS 1000 GRW ETF IWF	IWF	60,678	$28.4m3.35%	3.35%	Added +2.8k	+2,822 4.9%
7	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	46,513	$22.3m2.63%	2.63%	Reduced -3.8k	-3,750 -7.5%
8	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	111,597	$21.7m2.56%	2.56%	Added +4.9k	+4,851 4.5%
9	ISHARES TR NATIONAL MUN ETF MUB	MUB	200,615	$21.4m2.52%	2.52%	Reduced -15.4k	-15,375 -7.1%
10	FIRST TR EXCH TRADED FD III INSTL PFD SECS FPEI	FPEI	1,046,903	$20.2m2.39%	2.39%	Added +105.6k	+105,561 11.2%
11	ISHARES TR SHRT NAT MUN ETF SUB	SUB	189,075	$20.2m2.38%	2.38%	Added +1.7k	+1,670 0.9%
12	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	429,793	$19.9m2.35%	2.35%	Added +37.9k	+37,853 9.7%
13	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	698,836	$19.1m2.25%	2.25%	Added +42.6k	+42,565 6.5%
14	VANGUARD INDEX FDS VALUE ETF VTV	VTV	99,340	$18.5m2.18%	2.18%	Reduced -6.4k	-6,360 -6.0%
15	MICROSOFT CORP COM MSFT	MSFT	32,711	$16.9m2.00%	2.00%	Added +144	+144 0.4%
16	ISHARES TR NEW YORK MUN ETF NYF	NYF	277,163	$14.8m1.74%	1.74%	Added +42.1k	+42,147 17.9%
17	ISHARES TR US INDUSTRIALS IYJ	IYJ	98,035	$14.3m1.68%	1.68%	Added +6.2k	+6,203 6.8%
18	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	50,660	$13.7m1.62%	1.62%	Added +3.1k	+3,147 6.6%
19	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	239,153	$13.7m1.61%	1.61%	Added +24.7k	+24,697 11.5%
20	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	87,209	$13.2m1.55%	1.55%	Added +6.1k	+6,124 7.5%
21	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	173,121	$13.2m1.55%	1.55%	Added +14.0k	+13,966 8.8%
22	ISHARES TR EXPANDED TECH IGV	IGV	109,755	$12.6m1.49%	1.49%	Added +9.2k	+9,178 9.1%
23	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	236,979	$11.9m1.40%	1.40%	Added +79.7k	+79,701 50.7%
24	ISHARES TR RUS MD CP GR ETF IWP	IWP	76,874	$10.9m1.29%	1.29%	Added +377	+377 0.5%
25	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	16,183	$10.8m1.27%	1.27%	Unchanged
26	APPLE INC COM AAPL	AAPL	39,412	$10.0m1.18%	1.18%	Added +1.8k	+1,770 4.7%
27	ISHARES TR CORE S&P500 ETF IVV	IVV	14,551	$9.7m1.15%	1.15%	Reduced -1.2k	-1,195 -7.6%
28	ISHARES TR RUS MDCP VAL ETF IWS	IWS	57,798	$8.1m0.95%	0.95%	Reduced -445	-445 -0.8%
29	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	235,794	$7.3m0.86%	0.86%	Added +15.1k	+15,077 6.8%
30	FIRST TR EXCHNG TRADED FD VI FT VEST U.S XJUN	XJUN	163,589	$6.9m0.81%	0.81%	Added +40.9k	+40,920 33.4%
31	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	54,823	$6.6m0.78%	0.78%	Added +21.0k	+20,978 62.0%
32	NVIDIA CORPORATION COM NVDA	NVDA	33,890	$6.3m0.74%	0.74%	Added +1.1k	+1,147 3.5%
33	VANGUARD INDEX FDS MID CAP ETF VO	VO	18,439	$5.4m0.64%	0.64%	Added +48	+48 0.3%
34	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	8,079	$4.9m0.58%	0.58%	Added +392	+392 5.1%
35	ISHARES TR CORE US AGGBD ET AGG	AGG	41,797	$4.2m0.49%	0.49%	Added +19.8k	+19,843 90.4%
36	AMAZON COM INC COM AMZN	AMZN	19,068	$4.2m0.49%	0.49%	Added +278	+278 1.5%
37	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	85,263	$4.0m0.47%	0.47%	Added +47.5k	+47,529 126.0%
38	ISHARES INC CORE MSCI EMKT IEMG	IEMG	59,690	$3.9m0.46%	0.46%	Added +3.8k	+3,809 6.8%
39	ALPHABET INC CAP STK CL A GOOGL	GOOGL	16,117	$3.9m0.46%	0.46%	Added +199	+199 1.2%
40	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	162,289	$3.8m0.45%	0.45%	Added +42.9k	+42,891 35.9%
41	J P MORGAN EXCHANGE TRADED F SHORT DURA CORE JSCP	JSCP	73,860	$3.5m0.41%	0.41%	Added +65.3k	+65,262 759.0%
42	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	35,044	$3.3m0.38%	0.38%	Added +4.6k	+4,560 15.0%
43	ISHARES TR RUSSELL 2000 ETF IWM	IWM	13,141	$3.2m0.37%	0.37%	Added +105	+105 0.8%
44	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	68,214	$3.0m0.35%	0.35%	Added +5.5k	+5,513 8.8%
45	BROADCOM INC COM AVGO	AVGO	8,808	$2.9m0.34%	0.34%	Reduced -60	-60 -0.7%
46	JPMORGAN CHASE & CO COM JPM	JPM	9,082	$2.9m0.34%	0.34%	Added +535	+535 6.3%
47	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	46,555	$2.8m0.33%	0.33%	Reduced -2.8k	-2,832 -5.7%
48	ISHARES TR RUS 2000 GRW ETF IWO	IWO	8,078	$2.6m0.30%	0.30%	Reduced -10	-10 -0.1%
49	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	5,032	$2.5m0.30%	0.30%	Added +130	+130 2.6%
50	VANGUARD INDEX FDS SMALL CP ETF VB	VB	9,635	$2.4m0.29%	0.29%	Unchanged
51	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	21,872	$2.2m0.26%	0.26%	Added +816	+816 3.9%
52	J P MORGAN EXCHANGE TRADED F BETABUILDRS US BBUS	BBUS	17,631	$2.1m0.25%	0.25%	Added +14.9k	+14,909 547.7%
53	J P MORGAN EXCHANGE TRADED F INTRNL RES EQT JIRE	JIRE	28,815	$2.1m0.25%	0.25%	Added +25.6k	+25,613 799.9%
54	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	37,625	$2.0m0.24%	0.24%	Reduced -2.0k	-2,001 -5.0%
55	AMERICAN EXPRESS CO COM AXP	AXP	6,042	$2.0m0.24%	0.24%	Reduced -250	-250 -4.0%
56	ISHARES TR RUS 1000 ETF IWB	IWB	5,119	$1.9m0.22%	0.22%	Added +54	+54 1.1%
57	COSTCO WHSL CORP NEW COM COST	COST	2,010	$1.9m0.22%	0.22%	Added +111	+111 5.8%
58	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,020	$1.8m0.21%	0.21%	Reduced -32	-32 -1.1%
59	ISHARES TR RUS 2000 VAL ETF IWN	IWN	10,137	$1.8m0.21%	0.21%	Added +600	+600 6.3%
60	ALPHABET INC CAP STK CL C GOOG	GOOG	6,952	$1.7m0.20%	0.20%	Added +256	+256 3.8%
61	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,100	$1.7m0.20%	0.20%	Reduced -172	-172 -3.3%
62	MASTERCARD INCORPORATED CL A MA	MA	2,877	$1.6m0.19%	0.19%	Reduced -13	-13 -0.5%
63	ISHARES TR CORE TOTAL USD IUSB	IUSB	33,640	$1.6m0.19%	0.19%	Reduced -2.7k	-2,664 -7.3%
64	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	5,300	$1.6m0.18%	0.18%	Added +119	+119 2.3%
65	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	17,284	$1.5m0.18%	0.18%	Reduced -435	-435 -2.5%
66	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	30,361	$1.5m0.18%	0.18%	New
67	ISHARES TR EXPND TEC SC ETF IGM	IGM	12,124	$1.5m0.18%	0.18%	Reduced -300	-300 -2.4%
68	ISHARES TR RUS TP200 GR ETF IWY	IWY	5,534	$1.5m0.18%	0.18%	Added +79	+79 1.4%
69	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	45,219	$1.5m0.18%	0.18%	Added +7.2k	+7,215 19.0%
70	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	20,104	$1.5m0.17%	0.17%	New
71	VISA INC COM CL A V	V	4,255	$1.5m0.17%	0.17%	Added +23	+23 0.5%
72	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	27,094	$1.4m0.17%	0.17%	Added +5.0k	+5,031 22.8%
73	J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO	JGRO	15,346	$1.4m0.17%	0.17%	New
74	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	18,243	$1.4m0.17%	0.17%	Reduced -1.5k	-1,513 -7.7%
75	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	5,016	$1.4m0.17%	0.17%	Added +145	+145 3.0%
76	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	32,167	$1.4m0.16%	0.16%	Added +4.2k	+4,240 15.2%
77	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	7,956	$1.4m0.16%	0.16%	Added +1.7k	+1,660 26.4%
78	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	32,207	$1.4m0.16%	0.16%	Added +17	+17 0.1%
79	ISHARES TR MBS ETF MBB	MBB	13,999	$1.3m0.16%	0.16%	Reduced -13.8k	-13,760 -49.6%
80	META PLATFORMS INC CL A META	META	1,783	$1.3m0.15%	0.15%	Reduced -33	-33 -1.8%
81	ABBVIE INC COM ABBV	ABBV	5,614	$1.3m0.15%	0.15%	Reduced -101	-101 -1.8%
82	HOME DEPOT INC COM HD	HD	3,179	$1.3m0.15%	0.15%	Added +33	+33 1.1%
83	FIRST TR EXCHNG TRADED FD VI VEST US EQUITY M MARM	MARM	38,183	$1.2m0.15%	0.15%	Added +8.7k	+8,660 29.3%
84	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	21,854	$1.2m0.14%	0.14%	Added +3.1k	+3,100 16.5%
85	JOHNSON & JOHNSON COM JNJ	JNJ	6,275	$1.2m0.14%	0.14%	Reduced -294	-294 -4.5%
86	NETFLIX INC COM NFLX	NFLX	943	$1.1m0.13%	0.13%	Added +2	+2 0.2%
87	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	5,025	$1.0m0.12%	0.12%	Reduced -1.1k	-1,078 -17.7%
88	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	3,442	$1.0m0.12%	0.12%	Reduced -1.1k	-1,100 -24.2%
89	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	9,771	$1.0m0.12%	0.12%	Reduced -24	-24 -0.2%
90	VANGUARD WORLD FD INF TECH ETF VGT	VGT	1,344	$1.0m0.12%	0.12%	Added +30	+30 2.3%
91	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	21,322	$998.1k0.12%	0.12%	Added +11.2k	+11,210 110.9%
92	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	7,253	$983.9k0.12%	0.12%	Added +567	+567 8.5%
93	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	30,606	$976.7k0.12%	0.12%	Added +4.0k	+3,950 14.8%
94	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	23,205	$964.9k0.11%	0.11%	Added +3.0k	+3,032 15.0%
95	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	9,351	$941.6k0.11%	0.11%	Reduced -2.5k	-2,507 -21.1%
96	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	34,866	$882.5k0.10%	0.10%	Added +1.5k	+1,531 4.6%
97	NUSHARES ETF TR NUVEEN ESG SMLCP NUSC	NUSC	19,675	$867.7k0.10%	0.10%	Added +1.6k	+1,612 8.9%
98	LAM RESEARCH CORP COM NEW LRCX	LRCX	6,210	$831.5k0.10%	0.10%	Reduced -183	-183 -2.9%
99	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	13,769	$815.1k0.10%	0.10%	Added +2.2k	+2,182 18.8%
100	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	1,643	$796.9k0.09%	0.09%	Reduced -73	-73 -4.2%

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
VANGUARD CHARLOTTE FDS BNDX	BNDX	43,646	$2.2m43.6k shares
ISHARES TR TLT	TLT	7,723	$681.6k7.7k shares
SCHWAB STRATEGIC TR SCHO	SCHO	26,822	$653.9k26.8k shares
VANGUARD SCOTTSDALE FDS VGIT	VGIT	9,623	$575.6k9.6k shares
SPDR SER TR SPTI	SPTI	17,793	$511.9k17.8k shares
ISHARES TR IUSV	IUSV	5,297	$501.3k5.3k shares
SPDR SER TR TFI	TFI	10,927	$488.1k10.9k shares
VANGUARD BD INDEX FDS BND	BND	6,339	$466.7k6.3k shares
DBX ETF TR HYLB	HYLB	8,104	$299.2k8.1k shares
ISHARES TR IYW	IYW	1,393	$241.4k1.4k shares
VANECK ETF TRUST HYD	HYD	4,574	$229.7k4.6k shares
ACCENTURE PLC IRELAND ACN	ACN	734	$219.4k734 shares
ISHARES TR TIP	TIP	1,965	$216.2k2.0k shares