Legacy Edge Advisors, LLC

SYOSSET, NY · CIK 2105396 · 13F filing filed 2026-05-11

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

$951.4m reported value +4.1% vs Q4 2025

223positions

46.7%in top 10

17 new 72 added 123 reduced 11 sold out vs Q4 2025

Holdings, Q1 2026

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	1,360,788	$112.6m11.84%	11.84%	Added +118.9k	+118,905 9.6%
2	ISHARES TR CORE MSCI EAFE IEFA	IEFA	1,006,724	$91.1m9.58%	9.58%	Added +39.8k	+39,832 4.1%
3	ISHARES TR RUS 1000 VAL ETF IWD	IWD	221,763	$47.4m4.98%	4.98%	Reduced -5.9k	-5,877 -2.6%
4	ISHARES INC MSCI EMRG CHN EMXC	EMXC	497,080	$39.1m4.11%	4.11%	Added +25.5k	+25,477 5.4%
5	ISHARES TR RUS MID CAP ETF IWR	IWR	369,247	$35.9m3.77%	3.77%	Added +38.2k	+38,250 11.6%
6	ISHARES TR NATIONAL MUN ETF MUB	MUB	261,266	$27.7m2.92%	2.92%	Added +23.7k	+23,749 10.0%
7	ISHARES TR RUS 1000 GRW ETF IWF	IWF	59,957	$25.6m2.69%	2.69%	Reduced -1.1k	-1,102 -1.8%
8	FIRST TR EXCH TRADED FD III INSTL PFD SECS FPEI	FPEI	1,214,315	$23.1m2.43%	2.43%	Added +91.1k	+91,086 8.1%
9	ISHARES TR SHRT NAT MUN ETF SUB	SUB	195,954	$20.9m2.19%	2.19%	Added +7.3k	+7,309 3.9%
10	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	444,395	$20.5m2.15%	2.15%	Added +210.8k	+210,771 90.2%
11	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	46,857	$20.5m2.15%	2.15%	Added +135	+135 0.3%
12	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	100,847	$19.3m2.03%	2.03%	Reduced -13.0k	-13,043 -11.4%
13	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	627,512	$19.3m2.02%	2.02%	Reduced -73.8k	-73,809 -10.5%
14	ISHARES TR NEW YORK MUN ETF NYF	NYF	350,771	$18.6m1.96%	1.96%	Added +56.8k	+56,800 19.3%
15	VANGUARD INDEX FDS VALUE ETF VTV	VTV	93,130	$18.3m1.92%	1.92%	Reduced -6.6k	-6,602 -6.6%
16	ISHARES TR US INDUSTRIALS IYJ	IYJ	110,306	$16.3m1.71%	1.71%	Added +6.3k	+6,270 6.0%
17	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	95,789	$15.7m1.65%	1.65%	Added +1.5k	+1,497 1.6%
18	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	46,414	$15.3m1.60%	1.60%	Reduced -4.4k	-4,446 -8.7%
19	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	303,000	$14.6m1.54%	1.54%	Reduced -147.9k	-147,872 -32.8%
20	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	243,427	$13.8m1.45%	1.45%	Reduced -15.7k	-15,684 -6.0%
21	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	207,037	$13.0m1.36%	1.36%	Added +24.0k	+24,031 13.1%
22	MICROSOFT CORP COM MSFT	MSFT	34,064	$12.6m1.33%	1.33%	Added +576	+576 1.7%
23	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	246,692	$12.3m1.29%	1.29%	Reduced -2.0k	-2,012 -0.8%
24	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	104,994	$11.6m1.22%	1.22%	Added +101.1k	+101,073 2577.7%
25	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	16,399	$10.7m1.12%	1.12%	Reduced -853	-853 -4.9%
26	APPLE INC COM AAPL	AAPL	39,923	$10.1m1.07%	1.07%	Reduced -964	-964 -2.4%
27	ISHARES TR RUS MD CP GR ETF IWP	IWP	78,200	$10.0m1.05%	1.05%	Added +12	+12 0.0%
28	ISHARES TR CORE S&P500 ETF IVV	IVV	14,299	$9.3m0.98%	0.98%	Reduced -793	-793 -5.2%
29	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	104,596	$8.6m0.90%	0.90%	Added +77.1k	+77,149 281.1%
30	ISHARES TR RUS MDCP VAL ETF IWS	IWS	56,398	$8.2m0.86%	0.86%	Reduced -1.2k	-1,159 -2.0%
31	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	255,404	$7.9m0.83%	0.83%	Added +9.9k	+9,926 4.0%
32	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	98,185	$7.8m0.82%	0.82%	Added +94.9k	+94,870 2861.8%
33	FIRST TR EXCHNG TRADED FD VI FT VEST U.S XJUN	XJUN	151,441	$6.5m0.68%	0.68%	Reduced -12.6k	-12,639 -7.7%
34	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	57,507	$6.3m0.66%	0.66%	Added +212	+212 0.4%
35	NVIDIA CORPORATION COM NVDA	NVDA	34,714	$6.1m0.64%	0.64%	Added +687	+687 2.0%
36	J P MORGAN EXCHANGE TRADED F U S TECH LEADERS JTEK	JTEK	74,484	$5.9m0.62%	0.62%	New
37	VANGUARD INDEX FDS MID CAP ETF VO	VO	18,405	$5.3m0.56%	0.56%	Reduced -47	-47 -0.2%
38	ISHARES INC CORE MSCI EMKT IEMG	IEMG	73,567	$5.1m0.54%	0.54%	Added +4.7k	+4,709 6.8%
39	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	218,857	$5.1m0.53%	0.53%	Added +47.2k	+47,246 27.5%
40	J P MORGAN EXCHANGE TRADED F SHORT DURA CORE JSCP	JSCP	102,068	$4.8m0.51%	0.51%	Added +13.0k	+13,043 14.7%
41	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	7,771	$4.6m0.49%	0.49%	Reduced -189	-189 -2.4%
42	ALPHABET INC CAP STK CL A GOOGL	GOOGL	16,092	$4.6m0.49%	0.49%	Reduced -196	-196 -1.2%
43	J P MORGAN EXCHANGE TRADED F BETABUILDRS US BBUS	BBUS	37,204	$4.4m0.46%	0.46%	Added +11.4k	+11,384 44.1%
44	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	42,213	$4.0m0.42%	0.42%	Added +3.9k	+3,902 10.2%
45	AMAZON COM INC COM AMZN	AMZN	18,975	$4.0m0.42%	0.42%	Reduced -26	-26 -0.1%
46	J P MORGAN EXCHANGE TRADED F INTRNL RES EQT JIRE	JIRE	45,908	$3.5m0.37%	0.37%	Added +7.1k	+7,063 18.2%
47	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	52,846	$3.4m0.36%	0.36%	Reduced -7.5k	-7,468 -12.4%
48	ISHARES TR RUSSELL 2000 ETF IWM	IWM	13,238	$3.3m0.35%	0.35%	Reduced -93	-93 -0.7%
49	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	71,441	$3.3m0.34%	0.34%	Added +3.4k	+3,350 4.9%
50	BROADCOM INC COM AVGO	AVGO	8,684	$2.7m0.28%	0.28%	Reduced -145	-145 -1.6%
51	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	32,899	$2.7m0.28%	0.28%	Added +5.2k	+5,245 19.0%
52	JPMORGAN CHASE & CO COM JPM	JPM	8,893	$2.6m0.27%	0.27%	Reduced -58	-58 -0.7%
53	VANGUARD INDEX FDS SMALL CP ETF VB	VB	9,939	$2.6m0.27%	0.27%	Added +170	+170 1.7%
54	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	5,318	$2.5m0.27%	0.27%	Reduced -20	-20 -0.4%
55	ISHARES TR RUS 2000 GRW ETF IWO	IWO	7,614	$2.4m0.25%	0.25%	Reduced -174	-174 -2.2%
56	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	50,698	$2.4m0.25%	0.25%	New
57	ISHARES TR CORE US AGGBD ET AGG	AGG	22,550	$2.2m0.24%	0.24%	Reduced -23.3k	-23,341 -50.9%
58	J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO	JGRO	25,922	$2.2m0.23%	0.23%	Added +4.6k	+4,588 21.5%
59	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	23,868	$2.2m0.23%	0.23%	Added +1.9k	+1,863 8.5%
60	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	37,681	$2.0m0.21%	0.21%	Reduced -204	-204 -0.5%
61	COSTCO WHSL CORP NEW COM COST	COST	2,007	$2.0m0.21%	0.21%	Reduced -8	-8 -0.4%
62	ALPHABET INC CAP STK CL C GOOG	GOOG	6,732	$1.9m0.20%	0.20%	Reduced -84	-84 -1.2%
63	ISHARES TR RUS 2000 VAL ETF IWN	IWN	9,864	$1.9m0.20%	0.20%	Reduced -27	-27 -0.3%
64	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,820	$1.9m0.20%	0.20%	Reduced -182	-182 -3.0%
65	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	38,950	$1.8m0.19%	0.19%	Added +4.1k	+4,090 11.7%
66	AMERICAN EXPRESS CO COM AXP	AXP	5,855	$1.8m0.19%	0.19%	Reduced -42	-42 -0.7%
67	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	13,269	$1.8m0.19%	0.19%	Added +2.7k	+2,739 26.0%
68	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,038	$1.8m0.18%	0.18%	Added +43	+43 1.4%
69	ISHARES TR CORE TOTAL USD IUSB	IUSB	37,073	$1.7m0.18%	0.18%	Added +5.6k	+5,577 17.7%
70	ISHARES TR RUS 1000 ETF IWB	IWB	4,763	$1.7m0.18%	0.18%	Reduced -329	-329 -6.5%
71	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	33,578	$1.7m0.18%	0.18%	Reduced -181	-181 -0.5%
72	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	17,811	$1.7m0.18%	0.18%	Reduced -30	-30 -0.2%
73	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	47,735	$1.6m0.17%	0.17%	Added +4.9k	+4,878 11.4%
74	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	30,739	$1.6m0.17%	0.17%	Added +1.7k	+1,738 6.0%
75	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	20,329	$1.6m0.16%	0.16%	Added +2.6k	+2,555 14.4%
76	JOHNSON & JOHNSON COM JNJ	JNJ	6,069	$1.5m0.16%	0.16%	Reduced -63	-63 -1.0%
77	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	8,035	$1.5m0.16%	0.16%	Reduced -2.5k	-2,529 -23.9%
78	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	32,096	$1.5m0.15%	0.15%	Reduced -517	-517 -1.6%
79	MASTERCARD INCORPORATED CL A MA	MA	2,823	$1.4m0.15%	0.15%	Reduced -52	-52 -1.8%
80	ISHARES TR EXPND TEC SC ETF IGM	IGM	11,624	$1.4m0.14%	0.14%	Reduced -300	-300 -2.5%
81	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	23,883	$1.4m0.14%	0.14%	Added +2.5k	+2,493 11.7%
82	META PLATFORMS INC CL A META	META	2,340	$1.3m0.14%	0.14%	Reduced -30	-30 -1.3%
83	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	5,175	$1.3m0.14%	0.14%	Reduced -101	-101 -1.9%
84	VISA INC COM CL A V	V	4,217	$1.3m0.13%	0.13%	Reduced -71	-71 -1.7%
85	ISHARES TR RUS TP200 GR ETF IWY	IWY	5,100	$1.3m0.13%	0.13%	Reduced -150	-150 -2.9%
86	FIRST TR EXCHNG TRADED FD VI VEST US EQUITY M MARM	MARM	37,638	$1.3m0.13%	0.13%	Reduced -1.9k	-1,893 -4.8%
87	LAM RESEARCH CORP COM NEW LRCX	LRCX	5,698	$1.2m0.13%	0.13%	Reduced -327	-327 -5.4%
88	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	47,827	$1.2m0.13%	0.13%	Added +8.7k	+8,685 22.2%
89	ABBVIE INC COM ABBV	ABBV	5,392	$1.2m0.12%	0.12%	Reduced -146	-146 -2.6%
90	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	19,606	$1.2m0.12%	0.12%	Added +6.2k	+6,239 46.7%
91	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	3,812	$1.2m0.12%	0.12%	Reduced -43	-43 -1.1%
92	NUSHARES ETF TR NUVEEN ESG SMLCP NUSC	NUSC	25,358	$1.1m0.12%	0.12%	Added +4.8k	+4,827 23.5%
93	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	4,988	$1.1m0.11%	0.11%	Reduced -2.0k	-2,028 -28.9%
94	NETFLIX INC COM NFLX	NFLX	11,122	$1.1m0.11%	0.11%	Added +223	+223 2.0%
95	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	8,004	$1.1m0.11%	0.11%	Added +848	+848 11.8%
96	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	10,432	$1.0m0.11%	0.11%	Added +188	+188 1.8%
97	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	21,749	$1.0m0.11%	0.11%	Added +427	+427 2.0%
98	HOME DEPOT INC COM HD	HD	3,095	$1.0m0.11%	0.11%	Reduced -52	-52 -1.6%
99	VANGUARD WORLD FD INF TECH ETF VGT	VGT	1,402	$978.2k0.10%	0.10%	Added +46	+46 3.4%
100	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	33,400	$972.9k0.10%	0.10%	Reduced -1.9k	-1,887 -5.3%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
ISHARES TR OEF	OEF	1,404	$481.5k1.4k shares
CITIGROUP INC C	C	3,565	$416.0k3.6k shares
SERVICENOW INC NOW	NOW	2,140	$327.8k2.1k shares
SCHWAB STRATEGIC TR SCHM	SCHM	10,018	$301.2k10.0k shares
BOSTON SCIENTIFIC CORP BSX	BSX	3,012	$287.2k3.0k shares
SPDR SERIES TRUST SLYG	SLYG	3,031	$285.5k3.0k shares
BOOKING HOLDINGS INC BKNG	BKNG	47	$251.7k47 shares
ISHARES TR IEUR	IEUR	3,222	$228.7k3.2k shares
REDDIT INC RDDT	RDDT	904	$207.8k904 shares
SELECT SECTOR SPDR TR XLV	XLV	1,323	$204.8k1.3k shares
FIDELITY COVINGTON TRUST FTEC	FTEC	904	$203.1k904 shares