Legacy Edge Advisors, LLC

SYOSSET, NY · CIK 2105396 · 13F filing filed 2026-08-11

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

$1.1bn reported value +14.4% vs Q1 2026

239positions

45.0%in top 10

26 new 85 added 98 reduced 10 sold out vs Q1 2026

Holdings, Q2 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	1,372,355	$113.4m10.42%	10.42%	Added +11.6k	+11,567 0.8%
2	ISHARES TR CORE MSCI EAFE IEFA	IEFA	1,026,913	$99.2m9.11%	9.11%	Added +20.2k	+20,189 2.0%
3	ISHARES TR RUS 1000 VAL ETF IWD	IWD	207,147	$50.2m4.61%	4.61%	Reduced -14.6k	-14,616 -6.6%
4	ISHARES INC MSCI EMRG CHN EMXC	EMXC	445,806	$45.6m4.19%	4.19%	Reduced -51.3k	-51,274 -10.3%
5	ISHARES TR RUS MID CAP ETF IWR	IWR	381,311	$42.1m3.86%	3.86%	Added +12.1k	+12,064 3.3%
6	ISHARES TR NATIONAL MUN ETF MUB	MUB	281,933	$30.3m2.79%	2.79%	Added +20.7k	+20,667 7.9%
7	ISHARES TR RUS 1000 GRW ETF IWF	IWF	241,524	$30.0m2.76%	2.76%	Added +1.7k	+1,696 0.7%
8	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	637,747	$29.4m2.70%	2.70%	Added +193.4k	+193,352 43.5%
9	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	38,947	$25.0m2.29%	2.29%	Reduced -7.5k	-7,467 -16.1%
10	FIRST TR EXCH TRADED FD III INSTL PFD SECS FPEI	FPEI	1,261,093	$24.3m2.23%	2.23%	Added +46.8k	+46,778 3.9%
11	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	278,734	$24.0m2.21%	2.21%	Reduced -2.4k	-2,408 -0.9%
12	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	100,803	$22.1m2.03%	2.03%	Reduced -44	-44 -0.0%
13	ISHARES TR SHRT NAT MUN ETF SUB	SUB	199,011	$21.2m1.95%	1.95%	Added +3.1k	+3,057 1.6%
14	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	632,796	$20.1m1.84%	1.84%	Added +5.3k	+5,284 0.8%
15	VANGUARD INDEX FDS VALUE ETF VTV	VTV	90,983	$19.8m1.82%	1.82%	Reduced -2.1k	-2,147 -2.3%
16	ISHARES TR NEW YORK MUN ETF NYF	NYF	366,334	$19.7m1.81%	1.81%	Added +15.6k	+15,563 4.4%
17	ISHARES TR US INDUSTRIALS IYJ	IYJ	113,634	$18.9m1.74%	1.74%	Added +3.3k	+3,328 3.0%
18	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	94,818	$18.2m1.67%	1.67%	Reduced -971	-971 -1.0%
19	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	197,558	$17.8m1.63%	1.63%	Reduced -9.5k	-9,479 -4.6%
20	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	305,454	$17.6m1.62%	1.62%	Added +2.5k	+2,454 0.8%
21	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	188,507	$14.9m1.37%	1.37%	Added +90.3k	+90,322 92.0%
22	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	262,507	$14.8m1.36%	1.36%	Added +19.1k	+19,080 7.8%
23	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	110,273	$13.8m1.26%	1.26%	Added +5.3k	+5,279 5.0%
24	MICROSOFT CORP COM MSFT	MSFT	34,028	$12.7m1.17%	1.17%	Reduced -36	-36 -0.1%
25	APPLE INC COM AAPL	AAPL	43,351	$12.5m1.15%	1.15%	Added +3.4k	+3,428 8.6%
26	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	16,685	$12.5m1.14%	1.14%	Added +286	+286 1.7%
27	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	235,085	$11.9m1.09%	1.09%	Reduced -11.6k	-11,607 -4.7%
28	ISHARES TR RUS MD CP GR ETF IWP	IWP	77,597	$11.4m1.04%	1.04%	Reduced -603	-603 -0.8%
29	J P MORGAN EXCHANGE TRADED F U S TECH LEADERS JTEK	JTEK	99,779	$11.1m1.02%	1.02%	Added +25.3k	+25,295 34.0%
30	ISHARES TR CORE S&P500 ETF IVV	IVV	14,840	$11.1m1.02%	1.02%	Added +541	+541 3.8%
31	ISHARES TR RUS MDCP VAL ETF IWS	IWS	55,797	$9.2m0.84%	0.84%	Reduced -601	-601 -1.1%
32	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	109,029	$9.1m0.83%	0.83%	Added +4.4k	+4,433 4.2%
33	ISHARES INC CORE MSCI EMKT IEMG	IEMG	98,715	$8.2m0.75%	0.75%	Added +25.1k	+25,148 34.2%
34	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	254,331	$7.8m0.72%	0.72%	Reduced -1.1k	-1,073 -0.4%
35	FIRST TR EXCHNG TRADED FD VI FT VEST U.S XJUN	XJUN	165,940	$7.4m0.68%	0.68%	Added +14.5k	+14,499 9.6%
36	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	56,595	$7.2m0.66%	0.66%	Reduced -912	-912 -1.6%
37	NVIDIA CORPORATION COM NVDA	NVDA	33,910	$6.8m0.62%	0.62%	Reduced -804	-804 -2.3%
38	ALPHABET INC CAP STK CL A GOOGL	GOOGL	18,111	$6.5m0.59%	0.59%	Added +2.0k	+2,019 12.6%
39	VANGUARD INDEX FDS MID CAP ETF VO	VO	73,508	$5.9m0.54%	0.54%	Reduced -112	-112 -0.1%
40	J P MORGAN EXCHANGE TRADED F SHORT DURA CORE JSCP	JSCP	119,228	$5.6m0.52%	0.52%	Added +17.2k	+17,160 16.8%
41	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	235,522	$5.5m0.50%	0.50%	Added +16.7k	+16,665 7.6%
42	J P MORGAN EXCHANGE TRADED F BETABUILDRS US BBUS	BBUS	39,600	$5.3m0.49%	0.49%	Added +2.4k	+2,396 6.4%
43	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	7,694	$5.3m0.49%	0.49%	Reduced -77	-77 -1.0%
44	AMAZON COM INC COM AMZN	AMZN	18,840	$4.5m0.41%	0.41%	Reduced -135	-135 -0.7%
45	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	42,628	$4.4m0.40%	0.40%	Added +415	+415 1.0%
46	J P MORGAN EXCHANGE TRADED F INTRNL RES EQT JIRE	JIRE	50,326	$4.2m0.38%	0.38%	Added +4.4k	+4,418 9.6%
47	ISHARES TR RUSSELL 2000 ETF IWM	IWM	13,498	$4.1m0.37%	0.37%	Added +260	+260 2.0%
48	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	80,818	$3.8m0.35%	0.35%	Added +30.1k	+30,120 59.4%
49	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	52,716	$3.8m0.35%	0.35%	Reduced -130	-130 -0.2%
50	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	68,930	$3.4m0.32%	0.32%	Reduced -2.5k	-2,511 -3.5%
51	ALPHABET INC CAP STK CL C GOOG	GOOG	9,492	$3.4m0.31%	0.31%	Added +2.8k	+2,760 41.0%
52	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	35,758	$3.3m0.30%	0.30%	Added +2.9k	+2,859 8.7%
53	BROADCOM INC COM AVGO	AVGO	8,533	$3.2m0.30%	0.30%	Reduced -151	-151 -1.7%
54	VANGUARD INDEX FDS SMALL CP ETF VB	VB	10,056	$3.0m0.28%	0.28%	Added +117	+117 1.2%
55	ISHARES TR RUS 2000 GRW ETF IWO	IWO	7,700	$3.0m0.28%	0.28%	Added +86	+86 1.1%
56	JPMORGAN CHASE & CO COM JPM	JPM	8,830	$2.9m0.27%	0.27%	Reduced -63	-63 -0.7%
57	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	5,598	$2.8m0.26%	0.26%	Added +280	+280 5.3%
58	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	7,443	$2.8m0.25%	0.25%	Added +1.6k	+1,623 27.9%
59	NUSHARES ETF TR NUVEEN ESG LRGCP NULG	NULG	22,505	$2.6m0.24%	0.24%	Reduced -1.4k	-1,363 -5.7%
60	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,567	$2.6m0.24%	0.24%	Added +529	+529 17.4%
61	J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO	JGRO	25,735	$2.5m0.23%	0.23%	Reduced -187	-187 -0.7%
62	LAM RESEARCH CORP COM NEW LRCX	LRCX	5,593	$2.4m0.22%	0.22%	Reduced -105	-105 -1.8%
63	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	12,472	$2.4m0.22%	0.22%	Reduced -797	-797 -6.0%
64	COSTCO WHSL CORP NEW COM COST	COST	2,414	$2.3m0.21%	0.21%	Added +407	+407 20.3%
65	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	37,524	$2.2m0.21%	0.21%	Reduced -157	-157 -0.4%
66	ISHARES TR CORE US AGGBD ET AGG	AGG	22,260	$2.2m0.20%	0.20%	Reduced -290	-290 -1.3%
67	ISHARES TR RUS 2000 VAL ETF IWN	IWN	9,783	$2.2m0.20%	0.20%	Reduced -81	-81 -0.8%
68	ISHARES TR CORE TOTAL USD IUSB	IUSB	45,923	$2.1m0.19%	0.19%	Added +8.8k	+8,850 23.9%
69	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	41,252	$2.1m0.19%	0.19%	Added +7.7k	+7,674 22.9%
70	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	37,375	$2.0m0.19%	0.19%	Reduced -1.6k	-1,575 -4.0%
71	AMERICAN EXPRESS CO COM AXP	AXP	5,791	$2.0m0.18%	0.18%	Reduced -64	-64 -1.1%
72	ISHARES TR RUS 1000 ETF IWB	IWB	4,763	$2.0m0.18%	0.18%	Unchanged
73	ISHARES TR EXPND TEC SC ETF IGM	IGM	11,624	$1.9m0.17%	0.17%	Unchanged
74	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	17,452	$1.9m0.17%	0.17%	Reduced -359	-359 -2.0%
75	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	20,352	$1.8m0.16%	0.16%	Added +23	+23 0.1%
76	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	47,050	$1.7m0.16%	0.16%	Reduced -685	-685 -1.4%
77	VISA INC COM CL A V	V	4,913	$1.7m0.15%	0.15%	Added +696	+696 16.5%
78	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	32,096	$1.6m0.15%	0.15%	Unchanged
79	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	7,925	$1.6m0.14%	0.14%	Reduced -110	-110 -1.4%
80	FIRST TR EXCHANGE-TRADED FD VEST LADDERED ACYN	ACYN	73,495	$1.5m0.14%	0.14%	New
81	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	4,960	$1.5m0.14%	0.14%	Reduced -215	-215 -4.2%
82	JOHNSON & JOHNSON COM JNJ	JNJ	5,944	$1.5m0.14%	0.14%	Reduced -125	-125 -2.1%
83	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	22,068	$1.5m0.14%	0.14%	Added +2.5k	+2,462 12.6%
84	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	24,267	$1.5m0.14%	0.14%	Added +384	+384 1.6%
85	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	27,279	$1.4m0.13%	0.13%	Reduced -3.5k	-3,460 -11.3%
86	MASTERCARD INCORPORATED CL A MA	MA	2,705	$1.4m0.13%	0.13%	Reduced -118	-118 -4.2%
87	VANGUARD WORLD FD INF TECH ETF VGT	VGT	11,371	$1.4m0.12%	0.12%	Added +155	+155 1.4%
88	ISHARES TR RUS TP200 GR ETF IWY	IWY	4,670	$1.4m0.12%	0.12%	Reduced -430	-430 -8.4%
89	ABBVIE INC COM ABBV	ABBV	5,386	$1.4m0.12%	0.12%	Reduced -6	-6 -0.1%
90	META PLATFORMS INC CL A META	META	2,404	$1.4m0.12%	0.12%	Added +64	+64 2.7%
91	NUSHARES ETF TR NUVEEN ESG SMLCP NUSC	NUSC	25,833	$1.3m0.12%	0.12%	Added +475	+475 1.9%
92	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	53,355	$1.3m0.12%	0.12%	Added +5.5k	+5,528 11.6%
93	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	3,612	$1.3m0.12%	0.12%	Reduced -200	-200 -5.2%
94	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	4,988	$1.2m0.11%	0.11%	Unchanged
95	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	7,792	$1.2m0.11%	0.11%	Reduced -212	-212 -2.6%
96	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	10,074	$1.2m0.11%	0.11%	Reduced -358	-358 -3.4%
97	MORGAN STANLEY COM NEW MS	MS	5,664	$1.2m0.11%	0.11%	Added +2.6k	+2,600 84.9%
98	FIRST TR EXCHNG TRADED FD VI VEST US EQUITY M MARM	MARM	34,201	$1.2m0.11%	0.11%	Reduced -3.4k	-3,437 -9.1%
99	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	21,874	$1.1m0.10%	0.10%	Added +125	+125 0.6%
100	ELI LILLY & CO COM LLY	LLY	921	$1.1m0.10%	0.10%	Added +27	+27 3.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		1,185	$535.7k1.2k shares
FIRST TR EXCHNG TRADED FD VI XDEC	XDEC	13,024	$525.0k13.0k shares
SPDR SER TR SHM	SHM	8,984	$429.7k9.0k shares
NORTHROP GRUMMAN CORP NOC	NOC	388	$264.7k388 shares
SALESFORCE INC CRM	CRM	1,355	$252.9k1.4k shares
BLACKROCK ETF TRUST THRO	THRO	6,271	$227.1k6.3k shares
ZOETIS INC ZTS	ZTS	1,885	$222.8k1.9k shares
ISHARES SILVER TR SLV	SLV	3,212	$218.9k3.2k shares
TJX COS INC NEW TJX	TJX	1,256	$200.6k1.3k shares
NOVAGOLD RES INC NG	NG	11,500	$103.3k11.5k shares