Legacy Edge Advisors, LLC

SYOSSET, NY · CIK 2105396 · 13F filing filed 2026-02-02

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

$913.5m reported value +7.6% vs Q3 2025

217positions

46.6%in top 10

17 new 104 added 78 reduced 3 sold out vs Q3 2025

Holdings, Q4 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	1,241,883	$104.0m11.39%	11.39%	Added +72.9k	+72,871 6.2%
2	ISHARES TR CORE MSCI EAFE IEFA	IEFA	966,892	$86.5m9.47%	9.47%	Added +47.4k	+47,414 5.2%
3	ISHARES TR RUS 1000 VAL ETF IWD	IWD	227,640	$47.9m5.24%	5.24%	Added +8.5k	+8,517 3.9%
4	ISHARES INC MSCI EMRG CHN EMXC	EMXC	471,603	$34.3m3.75%	3.75%	Added +38.7k	+38,704 8.9%
5	ISHARES TR RUS MID CAP ETF IWR	IWR	330,997	$31.9m3.49%	3.49%	Added +26.6k	+26,577 8.7%
6	ISHARES TR RUS 1000 GRW ETF IWF	IWF	61,059	$28.9m3.16%	3.16%	Added +381	+381 0.6%
7	ISHARES TR NATIONAL MUN ETF MUB	MUB	237,517	$25.4m2.78%	2.78%	Added +36.9k	+36,902 18.4%
8	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	46,722	$22.8m2.50%	2.50%	Added +209	+209 0.5%
9	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	113,890	$22.6m2.48%	2.48%	Added +2.3k	+2,293 2.0%
10	FIRST TR EXCH TRADED FD III INSTL PFD SECS FPEI	FPEI	1,123,229	$21.8m2.38%	2.38%	Added +76.3k	+76,326 7.3%
11	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	450,872	$21.1m2.31%	2.31%	Added +21.1k	+21,079 4.9%
12	ISHARES TR SHRT NAT MUN ETF SUB	SUB	188,645	$20.1m2.20%	2.20%	Reduced -430	-430 -0.2%
13	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	701,321	$19.2m2.11%	2.11%	Added +2.5k	+2,485 0.4%
14	VANGUARD INDEX FDS VALUE ETF VTV	VTV	99,732	$19.0m2.09%	2.09%	Added +392	+392 0.4%
15	MICROSOFT CORP COM MSFT	MSFT	33,488	$16.2m1.77%	1.77%	Added +777	+777 2.4%
16	ISHARES TR NEW YORK MUN ETF NYF	NYF	293,971	$15.7m1.72%	1.72%	Added +16.8k	+16,808 6.1%
17	ISHARES TR US INDUSTRIALS IYJ	IYJ	104,036	$15.4m1.69%	1.69%	Added +6.0k	+6,001 6.1%
18	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	50,860	$15.3m1.68%	1.68%	Added +200	+200 0.4%
19	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	259,111	$14.8m1.62%	1.62%	Added +20.0k	+19,958 8.3%
20	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	94,292	$14.4m1.58%	1.58%	Added +7.1k	+7,083 8.1%
21	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	183,006	$13.1m1.43%	1.43%	Added +9.9k	+9,885 5.7%
22	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	248,704	$12.5m1.37%	1.37%	Added +11.7k	+11,725 5.0%
23	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	17,252	$11.8m1.29%	1.29%	Added +1.1k	+1,069 6.6%
24	APPLE INC COM AAPL	AAPL	40,887	$11.1m1.22%	1.22%	Added +1.5k	+1,475 3.7%
25	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	233,624	$10.8m1.18%	1.18%	Added +148.4k	+148,361 174.0%
26	ISHARES TR RUS MD CP GR ETF IWP	IWP	78,188	$10.7m1.17%	1.17%	Added +1.3k	+1,314 1.7%
27	ISHARES TR CORE S&P500 ETF IVV	IVV	15,092	$10.3m1.13%	1.13%	Added +541	+541 3.7%
28	ISHARES TR EXPANDED TECH IGV	IGV	91,190	$9.6m1.06%	1.06%	Reduced -18.6k	-18,565 -16.9%
29	ISHARES TR RUS MDCP VAL ETF IWS	IWS	57,557	$8.1m0.89%	0.89%	Reduced -241	-241 -0.4%
30	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	245,478	$7.5m0.83%	0.83%	Added +9.7k	+9,684 4.1%
31	FIRST TR EXCHNG TRADED FD VI FT VEST U.S XJUN	XJUN	164,080	$7.0m0.77%	0.77%	Added +491	+491 0.3%
32	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	57,295	$7.0m0.76%	0.76%	Added +2.5k	+2,472 4.5%
33	NVIDIA CORPORATION COM NVDA	NVDA	34,027	$6.3m0.69%	0.69%	Added +137	+137 0.4%
34	VANGUARD INDEX FDS MID CAP ETF VO	VO	18,452	$5.4m0.59%	0.59%	Added +13	+13 0.1%
35	ALPHABET INC CAP STK CL A GOOGL	GOOGL	16,288	$5.1m0.56%	0.56%	Added +171	+171 1.1%
36	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	7,960	$5.0m0.55%	0.55%	Reduced -119	-119 -1.5%
37	ISHARES INC CORE MSCI EMKT IEMG	IEMG	68,858	$4.6m0.51%	0.51%	Added +9.2k	+9,168 15.4%
38	ISHARES TR CORE US AGGBD ET AGG	AGG	45,891	$4.6m0.50%	0.50%	Added +4.1k	+4,094 9.8%
39	AMAZON COM INC COM AMZN	AMZN	19,001	$4.4m0.48%	0.48%	Reduced -67	-67 -0.3%
40	J P MORGAN EXCHANGE TRADED F SHORT DURA CORE JSCP	JSCP	89,025	$4.2m0.46%	0.46%	Added +15.2k	+15,165 20.5%
41	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	171,611	$4.0m0.44%	0.44%	Added +9.3k	+9,322 5.7%
42	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	60,314	$3.8m0.41%	0.41%	Added +13.8k	+13,759 29.6%
43	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	38,311	$3.6m0.40%	0.40%	Added +3.3k	+3,267 9.3%
44	ISHARES TR RUSSELL 2000 ETF IWM	IWM	13,331	$3.3m0.36%	0.36%	Added +190	+190 1.4%
45	J P MORGAN EXCHANGE TRADED F BETABUILDRS US BBUS	BBUS	25,820	$3.2m0.35%	0.35%	Added +8.2k	+8,189 46.5%
46	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	68,091	$3.1m0.34%	0.34%	Reduced -123	-123 -0.2%
47	BROADCOM INC COM AVGO	AVGO	8,829	$3.1m0.33%	0.33%	Added +21	+21 0.2%
48	J P MORGAN EXCHANGE TRADED F INTRNL RES EQT JIRE	JIRE	38,845	$2.9m0.32%	0.32%	Added +10.0k	+10,030 34.8%
49	JPMORGAN CHASE & CO COM JPM	JPM	8,951	$2.9m0.32%	0.32%	Reduced -131	-131 -1.4%
50	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	5,338	$2.7m0.29%	0.29%	Added +306	+306 6.1%
51	VANGUARD INDEX FDS SMALL CP ETF VB	VB	9,769	$2.5m0.28%	0.28%	Added +134	+134 1.4%
52	ISHARES TR RUS 2000 GRW ETF IWO	IWO	7,788	$2.5m0.28%	0.28%	Reduced -290	-290 -3.6%
53	AMERICAN EXPRESS CO COM AXP	AXP	5,897	$2.2m0.24%	0.24%	Reduced -145	-145 -2.4%
54	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	22,005	$2.2m0.24%	0.24%	Added +133	+133 0.6%
55	ALPHABET INC CAP STK CL C GOOG	GOOG	6,816	$2.1m0.23%	0.23%	Reduced -136	-136 -2.0%
56	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	27,447	$2.1m0.23%	0.23%	New
57	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	27,654	$2.1m0.23%	0.23%	Added +7.5k	+7,550 37.5%
58	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	37,885	$2.0m0.22%	0.22%	Added +260	+260 0.7%
59	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	6,002	$2.0m0.22%	0.22%	Added +902	+902 17.7%
60	J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO	JGRO	21,334	$2.0m0.22%	0.22%	Added +6.0k	+5,988 39.0%
61	ISHARES TR RUS 1000 ETF IWB	IWB	5,092	$1.9m0.21%	0.21%	Reduced -27	-27 -0.5%
62	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	10,564	$1.9m0.21%	0.21%	Added +2.6k	+2,608 32.8%
63	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,995	$1.8m0.20%	0.20%	Reduced -25	-25 -0.8%
64	ISHARES TR RUS 2000 VAL ETF IWN	IWN	9,891	$1.8m0.20%	0.20%	Reduced -246	-246 -2.4%
65	COSTCO WHSL CORP NEW COM COST	COST	2,015	$1.7m0.19%	0.19%	Added +5	+5 0.2%
66	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	33,759	$1.7m0.19%	0.19%	Added +3.4k	+3,398 11.2%
67	ISHARES TR MBS ETF MBB	MBB	17,716	$1.7m0.18%	0.18%	Added +3.7k	+3,717 26.6%
68	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	17,841	$1.6m0.18%	0.18%	Added +557	+557 3.2%
69	MASTERCARD INCORPORATED CL A MA	MA	2,875	$1.6m0.18%	0.18%	Reduced -2	-2 -0.1%
70	META PLATFORMS INC CL A META	META	2,370	$1.6m0.17%	0.17%	Added +587	+587 32.9%
71	ISHARES TR EXPND TEC SC ETF IGM	IGM	11,924	$1.5m0.17%	0.17%	Reduced -200	-200 -1.6%
72	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	34,860	$1.5m0.17%	0.17%	Added +2.7k	+2,693 8.4%
73	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	29,001	$1.5m0.17%	0.17%	Added +1.9k	+1,907 7.0%
74	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	10,530	$1.5m0.17%	0.17%	Added +498	+498 5.0%
75	VISA INC COM CL A V	V	4,288	$1.5m0.16%	0.16%	Added +33	+33 0.8%
76	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	7,016	$1.5m0.16%	0.16%	Added +2.0k	+1,991 39.6%
77	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	5,276	$1.5m0.16%	0.16%	Reduced -24	-24 -0.5%
78	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	42,857	$1.5m0.16%	0.16%	Reduced -2.4k	-2,362 -5.2%
79	ISHARES TR CORE TOTAL USD IUSB	IUSB	31,496	$1.5m0.16%	0.16%	Reduced -2.1k	-2,144 -6.4%
80	ISHARES TR RUS TP200 GR ETF IWY	IWY	5,250	$1.5m0.16%	0.16%	Reduced -284	-284 -5.1%
81	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	32,613	$1.4m0.16%	0.16%	Added +406	+406 1.3%
82	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	17,774	$1.4m0.16%	0.16%	Reduced -469	-469 -2.6%
83	FIRST TR EXCHNG TRADED FD VI VEST US EQUITY M MARM	MARM	39,531	$1.3m0.14%	0.14%	Added +1.3k	+1,348 3.5%
84	JOHNSON & JOHNSON COM JNJ	JNJ	6,132	$1.3m0.14%	0.14%	Reduced -143	-143 -2.3%
85	ABBVIE INC COM ABBV	ABBV	5,538	$1.3m0.14%	0.14%	Reduced -76	-76 -1.4%
86	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	21,390	$1.2m0.13%	0.13%	Reduced -464	-464 -2.1%
87	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	3,855	$1.2m0.13%	0.13%	Added +413	+413 12.0%
88	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	35,287	$1.2m0.13%	0.13%	Added +4.7k	+4,681 15.3%
89	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	10,244	$1.1m0.12%	0.12%	Added +473	+473 4.8%
90	HOME DEPOT INC COM HD	HD	3,147	$1.1m0.12%	0.12%	Reduced -32	-32 -1.0%
91	LAM RESEARCH CORP COM NEW LRCX	LRCX	6,025	$1.0m0.11%	0.11%	Reduced -185	-185 -3.0%
92	VANGUARD WORLD FD INF TECH ETF VGT	VGT	1,356	$1.0m0.11%	0.11%	Added +12	+12 0.9%
93	NETFLIX INC COM NFLX	NFLX	10,899	$1.0m0.11%	0.11%	Added +1.5k	+1,469 15.6%
94	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	24,431	$1.0m0.11%	0.11%	Added +1.2k	+1,226 5.3%
95	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	21,322	$998.1k0.11%	0.11%	Unchanged
96	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	7,156	$997.2k0.11%	0.11%	Reduced -97	-97 -1.3%
97	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	39,142	$987.9k0.11%	0.11%	Added +4.3k	+4,276 12.3%
98	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	9,585	$962.1k0.11%	0.11%	Added +234	+234 2.5%
99	ELI LILLY & CO COM LLY	LLY	894	$960.8k0.11%	0.11%	Added +1	+1 0.1%
100	NUSHARES ETF TR NUVEEN ESG SMLCP NUSC	NUSC	20,531	$916.7k0.10%	0.10%	Added +856	+856 4.3%

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
UNIVERSAL DISPLAY CORP OLED	OLED	1,890	$271.5k1.9k shares
NIKE INC NKE	NKE	3,227	$225.0k3.2k shares
VANGUARD ADMIRAL FDS INC VIOO	VIOO	1,811	$200.1k1.8k shares