Legacy Edge Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed August 17, 2026), Legacy Edge Advisors, LLC reported 164 stock positions worth $479.9 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 8.0% of the portfolio, followed by Vanguard Int-Term Corporate (VCIT, 7.6%) and iShares Russell 1000 Growth (IWF, 4.9%). Compared with Q4 2023, it opened 17 new positions, sold out of 11, added to 58 and reduced 69. The biggest buy was a new position in SS SPDR P S&P 600 Small Cap (SPSM) and the biggest sale iShares Russell 2000 ETF (IWM, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0002105396
- Portfolio Value
- $479.9M (Q1 2024)
- SEC Filing
- 0002105396-26-000007 ↗ filed Aug 17, 2026
Holdings Value
Holdings 164 stocks · $479.9M
| IEFA iShares Core MSCI Eafe ETF | 7.98% | 516,189 | $38.3M | Add +4.5% |
| VCIT Vanguard Int-Term Corporate | 7.59% | 452,365 | $36.4M | Add +38.2% |
| IWF iShares Russell 1000 Growth | 4.88% | 69,467 | $23.4M | Reduce -12.0% |
| IWD iShares Russell 1000 Value E | 3.80% | 101,825 | $18.2M | Add +13.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.51% | 48,987 | $16.9M | Reduce -13.2% |
| IEMG iShares Core MSCI Emerging | 3.31% | 308,041 | $15.9M | Add +5.3% |
| IWS iShares Russell Mid-Cap Valu | 3.30% | 126,248 | $15.8M | Add +1.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.28% | 96,711 | $15.8M | Reduce -12.1% |
| IWP iShares Russell Mid-Cap Grow | 3.23% | 135,736 | $15.5M | Reduce -0.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.87% | 272,183 | $13.8M | Add +18.5% |
| SUB iShares Short-Term National | 2.83% | 129,767 | $13.6M | Add +12.9% |
| QUAL iShares MSCI USA Quality Fac | 2.72% | 79,293 | $13.0M | Add +29.3% |
| FLRN SS SPDR BB Ig Float RT ETF | 2.57% | 399,617 | $12.3M | Add +39.7% |
| MSFT Microsoft Corp. | 2.54% | 28,923 | $12.2M | Reduce -0.8% |
| SCHD Schwab US DVD Equity ETF | 2.41% | 143,538 | $11.6M | Add +12.1% |
| IVV iShares Core S&P 500 ETF | 2.24% | 20,490 | $10.8M | Reduce -5.0% |
| IYJ iShares U.S. Industrials ETF | 2.09% | 79,755 | $10.0M | Add +17.2% |
| FPEI First Trust Institutional PR | 1.94% | 510,885 | $9.3M | Add +88.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.75% | 195,090 | $8.4M | New |
| SOXX iShares Semiconductor ETF | 1.72% | 36,486 | $8.2M | Add +5.5% |
| QYLD Global X Nasd 100 Cov Call | 1.57% | 421,222 | $7.5M | Add +25.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.52% | 13,902 | $7.3M | Add +12.4% |
| CIBR First Trust Nasdaq Cybersecu | 1.39% | 118,402 | $6.7M | Add +9.6% |
| IGV iShares Expanded Tech-Softwa | 1.37% | 77,221 | $6.6M | Add +9.2% |
| VONG Vanguard Russell 1000 Growth | 1.09% | 60,160 | $5.2M | Reduce -14.7% |
| RSP Invesco S&P 500 Equal Weight | 1.02% | 28,836 | $4.9M | Add +6.9% |
| GRID First TRST Nasd Class Edg Sgiif | 0.99% | 41,616 | $4.8M | Add +20.5% |
| AAXJ iShares MSCI All Country Asi | 0.99% | 69,951 | $4.7M | Add +11.5% |
| AAPL Apple Inc. | 0.96% | 26,962 | $4.6M | Add +7.2% |
| IWM iShares Russell 2000 ETF | 0.92% | 21,023 | $4.4M | Reduce -63.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.78% | 14,931 | $3.7M | Reduce -0.0% |
| VOO Vanguard S&P 500 ETF | 0.72% | 7,221 | $3.5M | Add +8.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.60% | 63,585 | $2.9M | Reduce -40.8% |
| IWO iShares Russell 2000 Growth | 0.60% | 10,570 | $2.9M | Add +3.0% |
| NVDA Nvidia Corp. | 0.55% | 2,941 | $2.7M | Reduce -5.0% |
| AMZN Amazon.com Inc. | 0.54% | 14,374 | $2.6M | Reduce -2.7% |
| SGOV iShares 0-3 Month Treasury B | 0.54% | 25,621 | $2.6M | Reduce -8.7% |
| IWR iShares Russell Mid-Cap ETF | 0.47% | 26,570 | $2.2M | Add +0.0% |
| ESGD iShares Trust iShares ESG Aw | 0.44% | 26,507 | $2.1M | Add +4.7% |
| GOOGL Alphabet Inc. Class A | 0.44% | 13,853 | $2.1M | Reduce -1.6% |
| VEA Vanguard Ftse Developed ETF | 0.41% | 38,738 | $1.9M | Reduce -22.9% |
| MUB iShares National Muni Bond E | 0.38% | 17,063 | $1.8M | Reduce -12.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.37% | 7,805 | $1.8M | Reduce -4.7% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.36% | 44,144 | $1.7M | Add +4.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 3,934 | $1.7M | Add +2.2% |
| VGSH Vanguard Short-Term Treasury | 0.34% | 28,413 | $1.6M | Reduce -60.2% |
| JPM JPMorgan Chase & Co. | 0.32% | 7,691 | $1.5M | Add +0.5% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.31% | 19,640 | $1.5M | Reduce -14.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.30% | 6,140 | $1.4M | Reduce -11.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.30% | 7,443 | $1.4M | Reduce -34.4% |
| XLK SS Technology Select Sector | 0.28% | 6,490 | $1.4M | Reduce -2.6% |
| IWB iShares Russell 1000 ETF | 0.28% | 4,629 | $1.3M | No change |
| IWN iShares Russell 2000 Value E | 0.27% | 8,108 | $1.3M | Reduce -17.4% |
| AXP American Express Co. | 0.26% | 5,577 | $1.3M | Add +8.3% |
| IWY iShares Russell Top 200 Grow | 0.26% | 6,467 | $1.3M | Reduce -37.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 4,702 | $1.2M | Add +210.2% |
| VWO Vanguard Ftse Emerging Marke | 0.25% | 29,046 | $1.2M | Reduce -16.0% |
| SUSC iShares ESG Aware Usd Corpor | 0.25% | 51,614 | $1.2M | Add +39.6% |
| IGM iShares Expanded Tech Sector | 0.24% | 13,536 | $1.2M | No change |
| BOND PIMCO Active Bond Exchange-T | 0.24% | 12,662 | $1.2M | Reduce -62.2% |
| AVGO Broadcom Inc. | 0.23% | 825 | $1.1M | Reduce -5.2% |
| COST Costco Wholesale Corp. | 0.23% | 1,487 | $1.1M | Add +86.1% |
| V Visa Inc. Class A | 0.22% | 3,806 | $1.1M | Add +0.3% |
| HD Home Depot Inc. | 0.21% | 2,671 | $1.0M | Reduce -1.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.21% | 3,810 | $993K | No change |
| JNJ Johnson & Johnson | 0.20% | 6,071 | $960K | Reduce -1.4% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 1,580 | $918K | Reduce -3.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.19% | 5,707 | $890K | Reduce -1.3% |
| ESGE iShares Inc. iShares ESG Awar | 0.18% | 27,542 | $888K | Add +13.8% |
| VTC Vanguard Total Corporate BND | 0.18% | 11,557 | $885K | Reduce -53.2% |
| UNH Unitedhealth Group Inc. | 0.18% | 1,771 | $876K | Add +0.3% |
| ABBV Abbvie Inc. | 0.18% | 4,787 | $872K | Reduce -1.1% |
| TPL Texas Pacific Land Corp. | 0.18% | 1,491 | $863K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.17% | 8,747 | $815K | Reduce -2.8% |
| VONV Vanguard Russell 1000 Value | 0.17% | 10,334 | $813K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 1,821 | $809K | Reduce -14.1% |
| QCOM Qualcomm Inc. | 0.16% | 4,513 | $764K | Reduce -6.8% |
| GOOG Alphabet Inc. Class C | 0.16% | 4,920 | $749K | Reduce -1.6% |
| VGT Vanguard Info Tech ETF | 0.14% | 1,316 | $690K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.14% | 8,747 | $676K | Reduce -20.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.14% | 18,696 | $670K | Reduce -0.8% |
| MA Mastercard Inc. Class A | 0.13% | 1,330 | $640K | Add +4.7% |
| HON Honeywell International Inc. | 0.13% | 3,015 | $619K | Reduce -33.9% |
| LRCX Lam Research Corp. | 0.13% | 635 | $617K | Reduce -7.3% |
| LLY Eli Lilly & Co. | 0.12% | 762 | $593K | Add +2.7% |
| TXN Texas Instruments Inc. | 0.12% | 3,349 | $583K | New |
| SPEM State Street SP PTF Em ETF | 0.12% | 15,534 | $562K | Reduce -0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 3,068 | $560K | Reduce -5.7% |
| NUSC Nuveen ESG Small-Cap ETF | 0.11% | 12,739 | $530K | Add +17.1% |
| SCHG Schwab US Large-Cap Growth | 0.11% | 5,658 | $525K | New |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.11% | 9,048 | $521K | Add +12.6% |
| MUNI PIMCO Intermediate Municipal | 0.11% | 9,660 | $507K | Reduce -22.7% |
| PG The Procter & Gamble Co. | 0.10% | 3,052 | $495K | Reduce -58.6% |
| PEP Pepsico Inc. | 0.10% | 2,770 | $485K | Reduce -39.2% |
| NFLX Netflix Inc. | 0.10% | 779 | $473K | Reduce -4.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.10% | 10,623 | $472K | New |
| USHY iShares Broad Usd High Yield | 0.10% | 12,606 | $461K | Add +18.6% |
| JPIE JPMorgan Income ETF | 0.09% | 9,904 | $451K | Add +20.0% |
| MBB iShares MBS ETF | 0.09% | 4,805 | $444K | Add +94.5% |
| VYM Vanguard High DVD Yield ETF | 0.09% | 3,611 | $437K | Reduce -5.7% |
Portfolio Sells Q4 2023 → Q1 2024
| IWM iShares Russell 2000 ETF | Reduce -63.7% | 0.92% | −1.74 |
| VGSH Vanguard Short-Term Treasury | Reduce -60.2% | 0.34% | −0.61 |
| IWF iShares Russell 1000 Growth | Reduce -12.0% | 4.88% | −0.60 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -40.8% | 0.60% | −0.53 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -13.2% | 3.51% | −0.50 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -12.1% | 3.28% | −0.48 |
| BOND PIMCO Active Bond Exchange-T | Reduce -62.2% | 0.24% | −0.47 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -85.1% | 0.07% | −0.42 |
| VTC Vanguard Total Corporate BND | Reduce -53.2% | 0.18% | −0.25 |
| LOW Lowe's Cos Inc. | Reduce -74.0% | 0.09% | −0.24 |
| WMT Walmart Inc. | Reduce -80.1% | 0.05% | −0.19 |
| VONG Vanguard Russell 1000 Growth | Reduce -14.7% | 1.09% | −0.17 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -34.4% | 0.30% | −0.17 |
| IWY iShares Russell Top 200 Grow | Reduce -37.5% | 0.26% | −0.15 |
| VEA Vanguard Ftse Developed ETF | Reduce -22.9% | 0.41% | −0.15 |
| PG The Procter & Gamble Co. | Reduce -58.6% | 0.10% | −0.14 |
| HYD Vaneck High Yield Muni ETF | Reduce -73.4% | 0.04% | −0.13 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.12 |
| IVV iShares Core S&P 500 ETF | Reduce -5.0% | 2.24% | −0.11 |
| SGOV iShares 0-3 Month Treasury B | Reduce -8.7% | 0.54% | −0.11 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.10 |
| MUB iShares National Muni Bond E | Reduce -12.3% | 0.38% | −0.10 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.09 |
| ESGU iShares ESG Aware MSCI USA | Sold out | 0.00% | −0.09 |
| HON Honeywell International Inc. | Reduce -33.9% | 0.13% | −0.09 |
| IWN iShares Russell 2000 Value E | Reduce -17.4% | 0.27% | −0.08 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.08 |
| PEP Pepsico Inc. | Reduce -39.2% | 0.10% | −0.08 |
| VWO Vanguard Ftse Emerging Marke | Reduce -16.0% | 0.25% | −0.07 |
| BA The Boeing Co. | Sold out | 0.00% | −0.07 |
| MMM 3M Co. | Sold out | 0.00% | −0.07 |
| KMLM Kraneshares MT LC MN FT Id S | Reduce -48.2% | 0.07% | −0.07 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Reduce -36.0% | 0.08% | −0.06 |
| NUMG Nuveen ESG Mid-Cap Grow ETF | Sold out | 0.00% | −0.06 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -20.9% | 0.14% | −0.06 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -14.7% | 0.31% | −0.05 |
| NUMV Nuveen ESG Mid-Cap Value ETF | Sold out | 0.00% | −0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -11.6% | 0.30% | −0.05 |
| INTC Intel Corp. | Sold out | 0.00% | −0.05 |
| MUNI PIMCO Intermediate Municipal | Reduce -22.7% | 0.11% | −0.05 |
| IWP iShares Russell Mid-Cap Grow | Reduce -0.8% | 3.23% | −0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -33.4% | 0.06% | −0.04 |
| EFV iShares MSCI Eafe Value ETF | Reduce -32.1% | 0.07% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -14.1% | 0.17% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.7% | 0.37% | −0.03 |
| JNJ Johnson & Johnson | Reduce -1.4% | 0.20% | −0.02 |
| ZTS Zoetis Inc. | Reduce -0.8% | 0.07% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.0% | 0.78% | −0.02 |
| CVX Chevron Corp. | Reduce -19.0% | 0.06% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| SPSM SS SPDR P S&P 600 Small Cap | New | 1.75% | +1.75 |
| VCIT Vanguard Int-Term Corporate | Add +38.2% | 7.59% | +1.50 |
| FPEI First Trust Institutional PR | Add +88.3% | 1.94% | +0.83 |
| QUAL iShares MSCI USA Quality Fac | Add +29.3% | 2.72% | +0.65 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +39.7% | 2.57% | +0.56 |
| IWD iShares Russell 1000 Value E | Add +13.1% | 3.80% | +0.40 |
| IYJ iShares U.S. Industrials ETF | Add +17.2% | 2.09% | +0.31 |
| QYLD Global X Nasd 100 Cov Call | Add +25.7% | 1.57% | +0.24 |
| SOXX iShares Semiconductor ETF | Add +5.5% | 1.72% | +0.20 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +18.5% | 2.87% | +0.19 |
| SCHD Schwab US DVD Equity ETF | Add +12.1% | 2.41% | +0.18 |
| VTI VG Morningstar TS MKT ETF-US | Add +210.2% | 0.25% | +0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +12.4% | 1.52% | +0.17 |
| GRID First TRST Nasd Class Edg Sgiif | Add +20.5% | 0.99% | +0.17 |
| TXN Texas Instruments Inc. | New | 0.12% | +0.12 |
| SCHG Schwab US Large-Cap Growth | New | 0.11% | +0.11 |
| COST Costco Wholesale Corp. | Add +86.1% | 0.23% | +0.11 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.10% | +0.10 |
| EMNT PIMCO Enhcd St M-Active ESG | New | 0.09% | +0.09 |
| IVW iShares S&P 500 Growth ETF | New | 0.08% | +0.08 |
| SUB iShares Short-Term National | Add +12.9% | 2.83% | +0.06 |
| CIBR First Trust Nasdaq Cybersecu | Add +9.6% | 1.39% | +0.06 |
| IGV iShares Expanded Tech-Softwa | Add +9.2% | 1.37% | +0.06 |
| IVE iShares S&P 500 Value ETF | New | 0.06% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +8.4% | 0.72% | +0.06 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.06% | +0.06 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.05% | +0.05 |
| SUSC iShares ESG Aware Usd Corpor | Add +39.6% | 0.25% | +0.05 |
| BUFR FT Vest Lad Buffervetf-Usd I | New | 0.05% | +0.05 |
| CAT Caterpillar Inc. | New | 0.05% | +0.05 |
| TRV The Travelers Cos Inc. | New | 0.05% | +0.05 |
| MCK McKesson Corp. | New | 0.05% | +0.05 |
| DXCM Dexcom Inc. | New | 0.05% | +0.05 |
| ELV Elevance Health Inc. | New | 0.04% | +0.04 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.04% | +0.04 |
| AXP American Express Co. | Add +8.3% | 0.26% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +6.9% | 1.02% | +0.04 |
| MBB iShares MBS ETF | Add +94.5% | 0.09% | +0.04 |
| ICLN iShares Global Clean Energy | New | 0.04% | +0.04 |
| AAXJ iShares MSCI All Country Asi | Add +11.5% | 0.99% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.5% | 7.98% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.2% | 0.34% | +0.03 |
| SUSB iShares ESG Aware 1-5 Year U | Add +55.6% | 0.08% | +0.02 |
| LLY Eli Lilly & Co. | Add +2.7% | 0.12% | +0.02 |
| META Meta Platforms Inc. Class A | Add +13.4% | 0.08% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 0.32% | +0.02 |
| IBB iShares Biotechnology ETF | Add +54.7% | 0.07% | +0.02 |
| SUSA iShares ESG Optimized MSCI U | Add +21.3% | 0.08% | +0.01 |
| NUSC Nuveen ESG Small-Cap ETF | Add +17.1% | 0.11% | +0.01 |
| XLI SS Industrial Select Sector | Add +24.9% | 0.06% | +0.01 |
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 |