Legacy Edge Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Legacy Edge Advisors, LLC reported 239 stock positions worth $1.1 billion. Its top holding was Vanguard Int-Term Corporate (VCIT) at 10.4% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 9.1%) and iShares Russell 1000 Value E (IWD, 4.6%). Compared with Q1 2026, it opened 24 new positions, sold out of 9, added to 85 and reduced 100. The biggest buy was Vanguard S/T Corp. Bond ETF (VCSH, shares +92%) and the biggest sale iShares Russell 1000 Value E (IWD, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0002105396
- Portfolio Value
- $1.1B (Q2 2026)
- SEC Filing
- 0002105396-26-000004 ↗ filed Aug 11, 2026
Holdings Value
Holdings 239 stocks · $1.1B
| VCIT Vanguard Int-Term Corporate | 10.42% | 1,372,355 | $113.4M | Add +0.8% |
| IEFA iShares Core MSCI Eafe ETF | 9.11% | 1,026,913 | $99.2M | Add +2.0% |
| IWD iShares Russell 1000 Value E | 4.61% | 207,147 | $50.2M | Reduce -6.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 4.19% | 445,806 | $45.6M | Reduce -10.3% |
| IWR iShares Russell Mid-Cap ETF | 3.86% | 381,311 | $42.1M | Add +3.3% |
| MUB iShares National Muni Bond E | 2.79% | 281,933 | $30.3M | Add +7.9% |
| IWF iShares Russell 1000 Growth | 2.75% | 241,524 | $30.0M | Add +0.7% |
| JPIE JPMorgan Income ETF | 2.70% | 637,747 | $29.4M | Add +43.5% |
| SOXX iShares Semiconductor ETF | 2.29% | 38,947 | $25.0M | Reduce -16.1% |
| FPEI First Trust Institutional PR | 2.23% | 1,261,093 | $24.3M | Add +3.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.21% | 278,734 | $24.0M | Reduce -0.9% |
| QUAL iShares MSCI USA Quality Fac | 2.03% | 100,803 | $22.1M | Reduce -0.0% |
| SUB iShares Short-Term National | 1.95% | 199,011 | $21.2M | Add +1.6% |
| SCHD Schwab US DVD Equity ETF | 1.84% | 632,796 | $20.1M | Add +0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.82% | 90,983 | $19.8M | Reduce -2.3% |
| NYF iShares New York Muni Bond E | 1.81% | 366,334 | $19.7M | Add +4.4% |
| IYJ iShares U.S. Industrials ETF | 1.74% | 113,634 | $18.9M | Add +3.0% |
| GRID First TRST Nasd Class Edg Sgiif | 1.67% | 94,818 | $18.2M | Reduce -1.0% |
| CIBR First Trust Nasdaq Cybersecu | 1.63% | 197,558 | $17.8M | Reduce -4.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.62% | 305,454 | $17.6M | Add +0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.37% | 188,507 | $14.9M | Add +92.0% |
| JEPI JPMorgan Equity Premium Inco | 1.36% | 262,507 | $14.8M | Add +7.8% |
| AVUV Avantis US Small Cap Value | 1.26% | 110,273 | $13.8M | Add +5.0% |
| MSFT Microsoft Corp. | 1.17% | 34,028 | $12.7M | Reduce -0.1% |
| AAPL Apple Inc. | 1.15% | 43,351 | $12.5M | Add +8.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.14% | 16,685 | $12.5M | Add +1.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.09% | 235,085 | $11.9M | Reduce -4.7% |
| IWP iShares Russell Mid-Cap Grow | 1.04% | 77,597 | $11.4M | Reduce -0.8% |
| JTEK JPMorgan US Tech Leaders | 1.02% | 99,779 | $11.1M | Add +34.0% |
| IVV iShares Core S&P 500 ETF | 1.02% | 14,840 | $11.1M | Add +3.8% |
| IWS iShares Russell Mid-Cap Valu | 0.84% | 55,797 | $9.2M | Reduce -1.1% |
| XLP SS Consumer Staples Sel Sect | 0.83% | 109,029 | $9.1M | Add +4.2% |
| IEMG iShares Core MSCI Emerging | 0.75% | 98,715 | $8.2M | Add +34.2% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.72% | 254,331 | $7.8M | Reduce -0.4% |
| XJUN FT Vest U.S. Equity Enhance | 0.68% | 165,940 | $7.4M | Add +9.6% |
| VONG Vanguard Russell 1000 Growth | 0.66% | 56,595 | $7.2M | Reduce -1.6% |
| NVDA Nvidia Corp. | 0.62% | 33,910 | $6.8M | Reduce -2.3% |
| GOOGL Alphabet Inc. Class A | 0.59% | 18,111 | $6.5M | Add +12.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.54% | 73,508 | $5.9M | Reduce -0.1% |
| JSCP JPMorgan Short Duration Core | 0.52% | 119,228 | $5.6M | Add +16.8% |
| SUSC iShares ESG Aware Usd Corpor | 0.50% | 235,522 | $5.5M | Add +7.6% |
| BBUS JPMorgan Betabuilders US Equ | 0.49% | 39,600 | $5.3M | Add +6.4% |
| VOO Vanguard S&P 500 ETF | 0.49% | 7,694 | $5.3M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 0.41% | 18,840 | $4.5M | Reduce -0.7% |
| ESGD iShares Trust iShares ESG Aw | 0.40% | 42,628 | $4.4M | Add +1.0% |
| JIRE JPMorgan Int Res Enh Eqty | 0.38% | 50,326 | $4.2M | Add +9.6% |
| IWM iShares Russell 2000 ETF | 0.37% | 13,498 | $4.1M | Add +2.0% |
| JCPB JPMorgan Core Plus Bond ETF | 0.35% | 80,818 | $3.8M | Add +59.4% |
| VEA Vanguard Ftse Developed ETF | 0.34% | 52,716 | $3.8M | Reduce -0.3% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.32% | 68,930 | $3.4M | Reduce -3.5% |
| GOOG Alphabet Inc. Class C | 0.31% | 9,492 | $3.4M | Add +41.0% |
| AVLV Avantis US Large Cap Value | 0.30% | 35,758 | $3.3M | Add +8.7% |
| AVGO Broadcom Inc. | 0.30% | 8,533 | $3.2M | Reduce -1.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.28% | 10,056 | $3.0M | Add +1.2% |
| IWO iShares Russell 2000 Growth | 0.28% | 7,700 | $3.0M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 0.27% | 8,830 | $2.9M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 5,598 | $2.8M | Add +5.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 7,443 | $2.8M | Add +27.9% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.24% | 22,505 | $2.6M | Reduce -5.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 3,567 | $2.6M | Add +17.4% |
| JGRO JPMorgan Active Growth ETF | 0.23% | 25,735 | $2.5M | Reduce -0.7% |
| LRCX Lam Research Corp. | 0.22% | 5,593 | $2.4M | Reduce -1.8% |
| XLK SS Technology Select Sector | 0.22% | 12,472 | $2.4M | Reduce -6.0% |
| COST Costco Wholesale Corp. | 0.21% | 2,414 | $2.3M | Add +20.3% |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 37,524 | $2.2M | Reduce -0.4% |
| AGG iShares Core U.S. Aggregate | 0.20% | 22,260 | $2.2M | Reduce -1.3% |
| IWN iShares Russell 2000 Value E | 0.20% | 9,783 | $2.2M | Reduce -0.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.19% | 45,923 | $2.1M | Add +23.9% |
| JMUB JPMorgan Municipal ETF | 0.19% | 41,252 | $2.1M | Add +22.9% |
| ESGE iShares Inc. iShares ESG Awar | 0.19% | 37,375 | $2.0M | Reduce -4.0% |
| AXP American Express Co. | 0.18% | 5,791 | $2.0M | Reduce -1.1% |
| IWB iShares Russell 1000 ETF | 0.18% | 4,763 | $2.0M | No change |
| IGM iShares Expanded Tech Sector | 0.17% | 11,624 | $1.9M | No change |
| VONV Vanguard Russell 1000 Value | 0.17% | 17,452 | $1.9M | Reduce -2.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.16% | 20,352 | $1.8M | Add +0.1% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.16% | 47,050 | $1.7M | Reduce -1.4% |
| V Visa Inc. Class A | 0.15% | 4,913 | $1.7M | Add +16.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.15% | 32,096 | $1.6M | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.14% | 7,925 | $1.6M | Reduce -1.4% |
| ACYN FT Lad Autocall Bar Inc. ETF | 0.14% | 73,495 | $1.5M | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.14% | 4,960 | $1.5M | Reduce -4.2% |
| JNJ Johnson & Johnson | 0.14% | 5,944 | $1.5M | Reduce -2.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.14% | 22,068 | $1.5M | Add +12.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.14% | 24,267 | $1.5M | Add +1.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.13% | 27,279 | $1.4M | Reduce -11.3% |
| MA Mastercard Inc. Class A | 0.13% | 2,705 | $1.4M | Reduce -4.2% |
| VGT Vanguard Info Tech ETF | 0.12% | 11,371 | $1.4M | Add +1.4% |
| IWY iShares Russell Top 200 Grow | 0.12% | 4,670 | $1.4M | Reduce -8.4% |
| ABBV Abbvie Inc. | 0.12% | 5,386 | $1.4M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.12% | 2,404 | $1.4M | Add +2.7% |
| NUSC Nuveen ESG Small-Cap ETF | 0.12% | 25,833 | $1.3M | Add +1.9% |
| SUSB iShares ESG Aware 1-5 Year U | 0.12% | 53,355 | $1.3M | Add +11.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.12% | 3,612 | $1.3M | Reduce -5.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 4,988 | $1.2M | No change |
| SUSA iShares ESG Optimized MSCI U | 0.11% | 7,792 | $1.2M | Reduce -2.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.11% | 10,074 | $1.2M | Reduce -3.4% |
| MS Morgan Stanley | 0.11% | 5,664 | $1.2M | Add +84.9% |
| MARM Ftvestus Max Buff ETF March | 0.11% | 34,201 | $1.2M | Reduce -9.1% |
| SPEM State Street SP PTF Em ETF | 0.10% | 21,874 | $1.1M | Add +0.6% |
| LLY Eli Lilly & Co. | 0.10% | 921 | $1.1M | Add +3.0% |
Portfolio Sells Q1 2026 → Q2 2026
| IWD iShares Russell 1000 Value E | Reduce -6.6% | 4.61% | −0.37 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -4.7% | 1.09% | −0.20 |
| MSFT Microsoft Corp. | Reduce -0.1% | 1.17% | −0.16 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -0.4% | 0.72% | −0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.3% | 1.82% | −0.10 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -63.5% | 0.03% | −0.06 |
| XDEC FT Vest US Equity Enhance & | Sold out | 0.00% | −0.06 |
| SHM SS SPDR N Ice St Muni ETF | Sold out | 0.00% | −0.05 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -11.3% | 0.13% | −0.04 |
| AGG iShares Core U.S. Aggregate | Reduce -1.3% | 0.20% | −0.03 |
| HON Honeywell International Inc. | Reduce -3.4% | 0.02% | −0.03 |
| TLH iShares 10-20 Year Treasury | Reduce -43.9% | 0.03% | −0.03 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.03 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.03 |
| MARM Ftvestus Max Buff ETF March | Reduce -9.1% | 0.11% | −0.03 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -3.5% | 0.32% | −0.03 |
| THRO iShares U.S. Thematic Rotati | Sold out | 0.00% | −0.02 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.02 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.02 |
| EFV iShares MSCI Eafe Value ETF | Reduce -39.2% | 0.03% | −0.02 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -4.2% | 0.13% | −0.02 |
| IWS iShares Russell Mid-Cap Valu | Reduce -1.1% | 0.84% | −0.02 |
| MBB iShares MBS ETF | Reduce -10.1% | 0.07% | −0.02 |
| JNJ Johnson & Johnson | Reduce -2.1% | 0.14% | −0.02 |
| GLD SPDR Gold Shares | Reduce -26.7% | 0.02% | −0.02 |
| IGV iShares Expanded Tech-Softwa | Reduce -21.3% | 0.06% | −0.02 |
| CVX Chevron Corp. | Reduce -1.1% | 0.03% | −0.02 |
| IAU iShares Gold Trust | Reduce -1.9% | 0.04% | −0.01 |
| WMT Walmart Inc. | Reduce -4.7% | 0.05% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -18.7% | 0.04% | −0.01 |
| SGOV iShares 0-3 Month Treasury B | Reduce -2.9% | 0.08% | −0.01 |
| PEP Pepsico Inc. | Reduce -0.1% | 0.04% | −0.01 |
| NVDA Nvidia Corp. | Reduce -2.3% | 0.62% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -1.4% | 0.14% | −0.01 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -1.4% | 0.16% | −0.01 |
| MCK McKesson Corp. | Reduce -6.0% | 0.03% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.1% | 0.54% | −0.01 |
| NG Novagold Resources Inc. | Sold out | 0.00% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.3% | 0.34% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -2.6% | 0.06% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -10.0% | 0.06% | −0.01 |
| VTC Vanguard Total Corporate BND | Reduce -4.8% | 0.05% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.7% | 0.27% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.8% | 1.04% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.9% | 0.07% | −0.01 |
| IWY iShares Russell Top 200 Grow | Reduce -8.4% | 0.12% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.4% | 0.21% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -1.6% | 0.05% | −0.01 |
| HD Home Depot Inc. | Reduce -0.9% | 0.10% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| VCSH Vanguard S/T Corp. Bond ETF | Add +92.0% | 1.37% | +0.55 |
| JPIE JPMorgan Income ETF | Add +43.5% | 2.70% | +0.55 |
| JTEK JPMorgan US Tech Leaders | Add +34.0% | 1.02% | +0.40 |
| IEMG iShares Core MSCI Emerging | Add +34.2% | 0.75% | +0.21 |
| ACYN FT Lad Autocall Bar Inc. ETF | New | 0.14% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +12.6% | 0.59% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +41.0% | 0.31% | +0.11 |
| JCPB JPMorgan Core Plus Bond ETF | Add +59.4% | 0.35% | +0.10 |
| IWR iShares Russell Mid-Cap ETF | Add +3.3% | 3.86% | +0.09 |
| AAPL Apple Inc. | Add +8.6% | 1.15% | +0.09 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +0.8% | 1.62% | +0.08 |
| IWF iShares Russell 1000 Growth | Add +0.7% | 2.75% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +17.4% | 0.24% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | Add +27.9% | 0.25% | +0.06 |
| MS Morgan Stanley | Add +84.9% | 0.11% | +0.06 |
| AVUV Avantis US Small Cap Value | Add +5.0% | 1.26% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +3.8% | 1.02% | +0.04 |
| BBUS JPMorgan Betabuilders US Equ | Add +6.4% | 0.49% | +0.03 |
| AMD Advanced Micro Devices | New | 0.03% | +0.03 |
| IYJ iShares U.S. Industrials ETF | Add +3.0% | 1.74% | +0.03 |
| IWO iShares Russell 2000 Growth | Add +1.1% | 0.28% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +2.0% | 0.37% | +0.03 |
| C Citigroup Inc. | New | 0.03% | +0.03 |
| NKE Nike Inc. Class B | New | 0.03% | +0.03 |
| VMBS Vanguard Mortgage-Backed Sec | New | 0.03% | +0.03 |
| IALT Ishrs SYS Alt Act ETF | New | 0.02% | +0.02 |
| ELV Elevance Health Inc. | New | 0.02% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.7% | 1.14% | +0.02 |
| CARR Carrier Global Corp. | New | 0.02% | +0.02 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.02% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +1.4% | 0.12% | +0.02 |
| DAL Delta Air Lines Inc. | New | 0.02% | +0.02 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.02% | +0.02 |
| AVLV Avantis US Large Cap Value | Add +8.7% | 0.30% | +0.02 |
| V Visa Inc. Class A | Add +16.5% | 0.15% | +0.02 |
| BNY Bank of New York Mellon Corp. | New | 0.02% | +0.02 |
| FTEC Fidelity MSCI Info Tech Indx | New | 0.02% | +0.02 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.02% | +0.02 |
| BFLX Ishrs FLX Eq Act ETF | New | 0.02% | +0.02 |
| MU Micron Technology Inc. | New | 0.02% | +0.02 |
| DSI iShares ESG MSCI KLD 400 ETF | New | 0.02% | +0.02 |
| IWV iShares Russell 3000 ETF | New | 0.02% | +0.02 |
| FCX Freeport-McMoran Inc. | New | 0.02% | +0.02 |
| NUMV Nuveen ESG Mid-Cap Value ETF | New | 0.02% | +0.02 |
| NUDM Nuveen ESG Intl Devel MRK Eq | New | 0.02% | +0.02 |
| SLYG SS SPDR S&P 600 SC GR ETF | New | 0.02% | +0.02 |
| STX Seagate Technology Holdings | New | 0.02% | +0.02 |
| KLAC KLA Corp. | New | 0.02% | +0.02 |
| JIRE JPMorgan Int Res Enh Eqty | Add +9.6% | 0.38% | +0.02 |
| JMUB JPMorgan Municipal ETF | Add +22.9% | 0.19% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 239 | $1.1B | VCIT, IEFA, IWD, EMXC, IWR |
| Q1 2026 | 223 | $951.4M | VCIT, IEFA, IWD, EMXC, IWR |
| Q4 2025 | 217 | $913.5M | VCIT, IEFA, IWD, EMXC, IWR |
| Q3 2025 | 203 | $848.8M | VCIT, IEFA, IWD, IWR, EMXC |
| Q2 2025 | 198 | $748.9M | VCIT, IEFA, IWD, IWR, EMXC |
| Q1 2025 | 181 | $641.0M | VCIT, IEFA, IWD, VTEB, IWF |
| Q4 2024 | 177 | $630.0M | VCIT, IEFA, IWD, FLRN, IWF |
| Q3 2024 | 183 | $626.0M | IEFA, VCIT, IWF, IWD, IEMG |
| Q2 2024 | 175 | $542.7M | IEFA, VCIT, IWF, IEMG, IWD |
| Q1 2024 | 164 | $479.9M | IEFA, VCIT, IWF, IWD, VUG |