Legacy Edge Advisors, LLC

Est. AUM

$950.7M

13F long equity only

Positions

221

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$112.6M	1,360,788	11.84%	SOLE
2	ISHARES TR	CORE MSCI EAFE	$91.1M	1,006,724	9.59%	SOLE
3	ISHARES TR	RUS 1000 VAL ETF	$47.4M	221,763	4.98%	SOLE
4	ISHARES INC	MSCI EMRG CHN	$39.1M	497,080	4.11%	SOLE
5	ISHARES TR	RUS MID CAP ETF	$35.9M	369,247	3.78%	SOLE
6	ISHARES TR	NATIONAL MUN ETF	$27.7M	261,266	2.92%	SOLE
7	ISHARES TR	RUS 1000 GRW ETF	$25.6M	59,957	2.69%	SOLE
8	FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$23.1M	1,214,315	2.43%	SOLE
9	ISHARES TR	SHRT NAT MUN ETF	$20.9M	195,954	2.20%	SOLE
10	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$20.5M	444,395	2.15%	SOLE
11	VANGUARD INDEX FDS	GROWTH ETF	$20.5M	46,857	2.15%	SOLE
12	ISHARES TR	MSCI USA QLT FCT	$19.3M	100,847	2.03%	SOLE
13	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$19.3M	627,512	2.03%	SOLE
14	ISHARES TR	NEW YORK MUN ETF	$18.6M	350,771	1.96%	SOLE
15	VANGUARD INDEX FDS	VALUE ETF	$18.3M	93,130	1.92%	SOLE
16	ISHARES TR	US INDUSTRIALS	$16.3M	110,306	1.71%	SOLE
17	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$15.7M	95,789	1.65%	SOLE
18	ISHARES TR	ISHARES SEMICDTR	$15.3M	46,414	1.60%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$14.6M	303,000	1.54%	SOLE
20	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$13.8M	243,427	1.45%	SOLE
21	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$13.0M	207,037	1.36%	SOLE
22	MICROSOFT CORP	COM	$12.6M	34,064	1.33%	SOLE
23	VANGUARD MUN BD FDS	TAX EXEMPT BD	$12.3M	246,692	1.29%	SOLE
24	AMERICAN CENTY ETF TR	US SML CP VALU	$11.6M	104,994	1.22%	SOLE
25	STATE STR SPDR S&P 500 ETF T	TR UNIT	$10.7M	16,399	1.12%	SOLE
26	APPLE INC	COM	$10.1M	39,923	1.07%	SOLE
27	ISHARES TR	RUS MD CP GR ETF	$10.0M	78,200	1.05%	SOLE
28	ISHARES TR	CORE S&P500 ETF	$9.3M	14,299	0.98%	SOLE
29	SELECT SECTOR SPDR TR	STATE STREET CON	$8.6M	104,596	0.90%	SOLE
30	ISHARES TR	RUS MDCP VAL ETF	$8.2M	56,398	0.86%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$7.9M	255,404	0.83%	SOLE
32	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$7.8M	98,185	0.82%	SOLE
33	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$6.5M	151,441	0.68%	SOLE
34	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$6.3M	57,507	0.66%	SOLE
35	NVIDIA CORPORATION	COM	$6.1M	34,714	0.64%	SOLE
36	J P MORGAN EXCHANGE TRADED F	U S TECH LEADERS	$5.9M	74,484	0.62%	SOLE
37	VANGUARD INDEX FDS	MID CAP ETF	$5.3M	18,405	0.56%	SOLE
38	ISHARES INC	CORE MSCI EMKT	$5.1M	73,567	0.54%	SOLE
39	ISHARES TR	ESG AWRE USD ETF	$5.1M	218,857	0.53%	SOLE
40	J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$4.8M	102,068	0.51%	SOLE
41	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.6M	7,771	0.49%	SOLE
42	ALPHABET INC	CAP STK CL A	$4.6M	16,092	0.49%	SOLE
43	J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$4.4M	37,204	0.46%	SOLE
44	ISHARES TR	ESG AW MSCI EAFE	$4.0M	42,213	0.42%	SOLE
45	AMAZON COM INC	COM	$4.0M	18,975	0.42%	SOLE
46	J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$3.5M	45,908	0.37%	SOLE
47	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.4M	52,846	0.36%	SOLE
48	ISHARES TR	RUSSELL 2000 ETF	$3.3M	13,238	0.35%	SOLE
49	NUSHARES ETF TR	NUVEEN ESG LRGVL	$3.3M	71,441	0.34%	SOLE
50	BROADCOM INC	COM	$2.7M	8,684	0.28%	SOLE

1–50 of 221

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.