Legacy Edge Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 17, 2026), Legacy Edge Advisors, LLC reported 175 stock positions worth $542.7 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 8.5% of the portfolio, followed by Vanguard Int-Term Corporate (VCIT, 7.6%) and iShares Russell 1000 Growth (IWF, 4.7%). Compared with Q1 2024, it opened 16 new positions, sold out of 5, added to 115 and reduced 41. The biggest buy was SS SPDR BB Ig Float RT ETF (FLRN, shares +40%) and the biggest sale iShares MSCI All Country Asi (AAXJ, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0002105396
- Portfolio Value
- $542.7M (Q2 2024)
- SEC Filing
- 0002105396-26-000008 ↗ filed Aug 17, 2026
Holdings Value
Holdings 175 stocks · $542.7M
| IEFA iShares Core MSCI Eafe ETF | 8.47% | 632,840 | $46.0M | Add +22.6% |
| VCIT Vanguard Int-Term Corporate | 7.62% | 517,464 | $41.4M | Add +14.4% |
| IWF iShares Russell 1000 Growth | 4.68% | 69,686 | $25.4M | Add +0.3% |
| IEMG iShares Core MSCI Emerging | 3.72% | 376,777 | $20.2M | Add +22.3% |
| IWD iShares Russell 1000 Value E | 3.65% | 113,681 | $19.8M | Add +11.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.24% | 47,066 | $17.6M | Reduce -3.9% |
| FLRN SS SPDR BB Ig Float RT ETF | 3.18% | 559,588 | $17.3M | Add +40.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.99% | 323,910 | $16.2M | Add +19.0% |
| IWS iShares Russell Mid-Cap Valu | 2.91% | 130,732 | $15.8M | Add +3.5% |
| QUAL iShares MSCI USA Quality Fac | 2.87% | 91,154 | $15.6M | Add +15.0% |
| IWP iShares Russell Mid-Cap Grow | 2.83% | 139,360 | $15.4M | Add +2.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.80% | 94,586 | $15.2M | Reduce -2.2% |
| MSFT Microsoft Corp. | 2.63% | 31,908 | $14.3M | Add +10.3% |
| IVV iShares Core S&P 500 ETF | 2.58% | 25,564 | $14.0M | Add +24.8% |
| SUB iShares Short-Term National | 2.39% | 124,220 | $13.0M | Reduce -4.3% |
| SCHD Schwab US DVD Equity ETF | 2.38% | 165,902 | $12.9M | Add +15.6% |
| FPEI First Trust Institutional PR | 2.16% | 638,288 | $11.7M | Add +24.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.01% | 262,075 | $10.9M | Add +34.3% |
| IYJ iShares U.S. Industrials ETF | 1.98% | 89,777 | $10.7M | Add +12.6% |
| SOXX iShares Semiconductor ETF | 1.91% | 42,004 | $10.4M | Add +15.1% |
| QYLD Global X Nasd 100 Cov Call | 1.60% | 490,669 | $8.7M | Add +16.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.57% | 15,645 | $8.5M | Add +12.5% |
| CIBR First Trust Nasdaq Cybersecu | 1.50% | 144,501 | $8.2M | Add +22.0% |
| IGV iShares Expanded Tech-Softwa | 1.47% | 92,029 | $8.0M | Add +19.2% |
| AAPL Apple Inc. | 1.30% | 33,494 | $7.1M | Add +24.2% |
| GRID First TRST Nasd Class Edg Sgiif | 1.26% | 59,167 | $6.8M | Add +42.2% |
| RSP Invesco S&P 500 Equal Weight | 1.01% | 33,449 | $5.5M | Add +16.0% |
| VONG Vanguard Russell 1000 Growth | 0.90% | 52,234 | $4.9M | Reduce -13.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.75% | 16,859 | $4.1M | Add +12.9% |
| IWM iShares Russell 2000 ETF | 0.75% | 20,047 | $4.1M | Reduce -4.6% |
| VOO Vanguard S&P 500 ETF | 0.75% | 8,097 | $4.0M | Add +12.1% |
| NVDA Nvidia Corp. | 0.73% | 32,196 | $4.0M | Add +9.5% |
| AMZN Amazon.com Inc. | 0.59% | 16,433 | $3.2M | Add +14.3% |
| GOOGL Alphabet Inc. Class A | 0.49% | 14,502 | $2.6M | Add +4.7% |
| IWO iShares Russell 2000 Growth | 0.48% | 9,920 | $2.6M | Reduce -6.2% |
| IWR iShares Russell Mid-Cap ETF | 0.47% | 31,172 | $2.5M | Add +17.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.41% | 48,889 | $2.2M | Reduce -23.1% |
| SGOV iShares 0-3 Month Treasury B | 0.40% | 21,539 | $2.2M | Reduce -15.9% |
| ESGD iShares Trust iShares ESG Aw | 0.39% | 26,633 | $2.1M | Add +0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.38% | 9,481 | $2.1M | Add +21.5% |
| VEA Vanguard Ftse Developed ETF | 0.37% | 40,874 | $2.0M | Add +5.5% |
| MUB iShares National Muni Bond E | 0.37% | 18,901 | $2.0M | Add +10.8% |
| JPM JPMorgan Chase & Co. | 0.33% | 8,765 | $1.8M | Add +14.0% |
| VWO Vanguard Ftse Emerging Marke | 0.32% | 39,077 | $1.7M | Add +34.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 4,200 | $1.7M | Add +6.8% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.30% | 43,156 | $1.6M | Reduce -2.2% |
| AXP American Express Co. | 0.29% | 6,843 | $1.6M | Add +22.7% |
| COST Costco Wholesale Corp. | 0.29% | 1,851 | $1.6M | Add +24.5% |
| IWY iShares Russell Top 200 Grow | 0.29% | 7,223 | $1.5M | Add +11.7% |
| IWB iShares Russell 1000 ETF | 0.28% | 5,166 | $1.5M | Add +11.6% |
| IWN iShares Russell 2000 Value E | 0.28% | 9,828 | $1.5M | Add +21.2% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.26% | 17,152 | $1.4M | Reduce -12.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.26% | 6,051 | $1.4M | Reduce -1.4% |
| XLK SS Technology Select Sector | 0.25% | 6,036 | $1.4M | Reduce -7.0% |
| AVGO Broadcom Inc. | 0.25% | 833 | $1.3M | Add +1.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 4,979 | $1.3M | Add +5.9% |
| IGM iShares Expanded Tech Sector | 0.23% | 13,412 | $1.3M | Reduce -0.9% |
| SUSC iShares ESG Aware Usd Corpor | 0.23% | 55,433 | $1.3M | Add +7.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.22% | 6,597 | $1.2M | Reduce -11.4% |
| VGSH Vanguard Short-Term Treasury | 0.20% | 19,003 | $1.1M | Reduce -33.1% |
| TPL Texas Pacific Land Corp. | 0.20% | 1,491 | $1.1M | No change |
| V Visa Inc. Class A | 0.19% | 3,965 | $1.0M | Add +4.2% |
| HD Home Depot Inc. | 0.19% | 2,979 | $1.0M | Add +11.5% |
| IVW iShares S&P 500 Growth ETF | 0.19% | 10,943 | $1.0M | Add +143.1% |
| GOOG Alphabet Inc. Class C | 0.18% | 5,418 | $994K | Add +10.1% |
| UNH Unitedhealth Group Inc. | 0.18% | 1,939 | $987K | Add +9.5% |
| JPIE JPMorgan Income ETF | 0.18% | 21,195 | $964K | Add +114.0% |
| AAXJ iShares MSCI All Country Asi | 0.18% | 13,233 | $953K | Reduce -81.1% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.17% | 32,046 | $927K | Add +273.0% |
| JNJ Johnson & Johnson | 0.17% | 6,278 | $918K | Add +3.4% |
| VONV Vanguard Russell 1000 Value | 0.17% | 11,861 | $908K | Add +14.8% |
| USHY iShares Broad Usd High Yield | 0.17% | 24,848 | $901K | Add +97.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 5,971 | $898K | Add +4.6% |
| TMO Thermo Fisher Scientific Inc. | 0.17% | 1,619 | $895K | Add +2.5% |
| QCOM Qualcomm Inc. | 0.16% | 4,476 | $892K | Reduce -0.8% |
| ABBV Abbvie Inc. | 0.16% | 5,153 | $884K | Add +7.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 1,836 | $880K | Add +0.8% |
| ESGE iShares Inc. iShares ESG Awar | 0.16% | 25,984 | $871K | Reduce -5.7% |
| VTC Vanguard Total Corporate BND | 0.16% | 11,165 | $845K | Reduce -3.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.15% | 3,344 | $836K | Reduce -12.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.15% | 7,821 | $800K | Add +127.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.14% | 9,546 | $765K | New |
| VGT Vanguard Info Tech ETF | 0.14% | 1,306 | $753K | Reduce -0.8% |
| LLY Eli Lilly & Co. | 0.14% | 827 | $749K | Add +8.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.14% | 12,397 | $734K | Add +37.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.13% | 15,554 | $730K | Add +46.4% |
| LRCX Lam Research Corp. | 0.13% | 654 | $696K | Add +3.0% |
| MBB iShares MBS ETF | 0.13% | 7,466 | $685K | Add +55.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.12% | 13,779 | $672K | New |
| MARM Ftvestus Max Buff ETF March | 0.12% | 22,264 | $662K | New |
| HON Honeywell International Inc. | 0.12% | 3,087 | $659K | Add +2.4% |
| MA Mastercard Inc. Class A | 0.12% | 1,437 | $634K | Add +8.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.12% | 18,001 | $631K | Reduce -3.7% |
| SUSA iShares ESG Optimized MSCI U | 0.12% | 5,574 | $626K | Add +50.5% |
| META Meta Platforms Inc. Class A | 0.11% | 1,177 | $593K | Add +46.2% |
| TXN Texas Instruments Inc. | 0.10% | 2,878 | $560K | Reduce -14.1% |
| PEP Pepsico Inc. | 0.10% | 3,294 | $543K | Add +18.9% |
| SRLN SS Blackstone Sr Loan ETF | 0.10% | 12,912 | $540K | Add +78.0% |
| PG The Procter & Gamble Co. | 0.10% | 3,238 | $534K | Add +6.1% |
| NFLX Netflix Inc. | 0.10% | 787 | $531K | Add +1.0% |
Portfolio Sells Q1 2024 → Q2 2024
| AAXJ iShares MSCI All Country Asi | Reduce -81.1% | 0.18% | −0.81 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.2% | 2.80% | −0.49 |
| SUB iShares Short-Term National | Reduce -4.3% | 2.39% | −0.44 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.9% | 3.24% | −0.27 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -23.1% | 0.41% | −0.20 |
| VONG Vanguard Russell 1000 Growth | Reduce -13.2% | 0.90% | −0.18 |
| IWM iShares Russell 2000 ETF | Reduce -4.6% | 0.75% | −0.17 |
| ESGV Vanguard ESG US Stock ETF | Sold out | 0.00% | −0.17 |
| BOND PIMCO Active Bond Exchange-T | Reduce -65.5% | 0.07% | −0.17 |
| VGSH Vanguard Short-Term Treasury | Reduce -33.1% | 0.20% | −0.14 |
| SGOV iShares 0-3 Month Treasury B | Reduce -15.9% | 0.40% | −0.14 |
| IWO iShares Russell 2000 Growth | Reduce -6.2% | 0.48% | −0.12 |
| VTES Vanguard SH Term Tax-Ex Bond | Sold out | 0.00% | −0.09 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -54.4% | 0.06% | −0.08 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -11.4% | 0.22% | −0.08 |
| KMLM Kraneshares MT LC MN FT Id S | Sold out | 0.00% | −0.07 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -2.2% | 0.30% | −0.06 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -12.7% | 0.26% | −0.06 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -12.2% | 0.15% | −0.05 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.4% | 0.26% | −0.05 |
| SPEM State Street SP PTF Em ETF | Reduce -33.0% | 0.07% | −0.04 |
| HYD Vaneck High Yield Muni ETF | Sold out | 0.00% | −0.04 |
| XLK SS Technology Select Sector | Reduce -7.0% | 0.25% | −0.03 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -36.5% | 0.04% | −0.03 |
| VTC Vanguard Total Corporate BND | Reduce -3.4% | 0.16% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -13.5% | 0.09% | −0.03 |
| MUNI PIMCO Intermediate Municipal | Reduce -13.1% | 0.08% | −0.03 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -5.7% | 0.16% | −0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -3.7% | 0.12% | −0.02 |
| EMNT PIMCO Enhcd St M-Active ESG | Reduce -15.6% | 0.07% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -17.8% | 0.09% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Reduce -11.7% | 0.07% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -14.1% | 0.10% | −0.02 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -0.1% | 0.09% | −0.02 |
| PHO Invesco Water Resources ETF | Reduce -10.4% | 0.05% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -3.7% | 0.06% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -5.0% | 0.05% | −0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -7.2% | 0.05% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -5.5% | 0.05% | −0.01 |
| IGM iShares Expanded Tech Sector | Reduce -0.9% | 0.23% | −0.01 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -7.3% | 0.04% | −0.01 |
| IBB iShares Biotechnology ETF | Reduce -1.1% | 0.06% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -0.8% | 0.14% | −0.01 |
| ELV Elevance Health Inc. | Reduce -1.0% | 0.04% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -0.8% | 0.16% | +0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| FLRN SS SPDR BB Ig Float RT ETF | Add +40.0% | 3.18% | +0.61 |
| IEFA iShares Core MSCI Eafe ETF | Add +22.6% | 8.47% | +0.49 |
| IEMG iShares Core MSCI Emerging | Add +22.3% | 3.72% | +0.40 |
| AAPL Apple Inc. | Add +24.2% | 1.30% | +0.34 |
| IVV iShares Core S&P 500 ETF | Add +24.8% | 2.58% | +0.33 |
| GRID First TRST Nasd Class Edg Sgiif | Add +42.2% | 1.26% | +0.27 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +34.3% | 2.01% | +0.26 |
| FPEI First Trust Institutional PR | Add +24.9% | 2.16% | +0.22 |
| SOXX iShares Semiconductor ETF | Add +15.1% | 1.91% | +0.19 |
| NVDA Nvidia Corp. | Add +9.5% | 0.73% | +0.18 |
| QUAL iShares MSCI USA Quality Fac | Add +15.0% | 2.87% | +0.15 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.14% | +0.14 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.12% | +0.12 |
| MARM Ftvestus Max Buff ETF March | New | 0.12% | +0.12 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +273.0% | 0.17% | +0.12 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +19.0% | 2.99% | +0.12 |
| CIBR First Trust Nasdaq Cybersecu | Add +22.0% | 1.50% | +0.11 |
| IVW iShares S&P 500 Growth ETF | Add +143.1% | 0.19% | +0.11 |
| IGV iShares Expanded Tech-Softwa | Add +19.2% | 1.47% | +0.10 |
| MSFT Microsoft Corp. | Add +10.3% | 2.63% | +0.09 |
| JPIE JPMorgan Income ETF | Add +114.0% | 0.18% | +0.08 |
| EFG iShares MSCI Eafe Growth ETF | Add +127.8% | 0.15% | +0.07 |
| PAVE Global X US Infrastructure | New | 0.07% | +0.07 |
| USHY iShares Broad Usd High Yield | Add +97.1% | 0.17% | +0.07 |
| EWJ iShares MSCI Japan ETF | New | 0.07% | +0.07 |
| COST Costco Wholesale Corp. | Add +24.5% | 0.29% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +34.5% | 0.32% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +12.5% | 1.57% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +4.7% | 0.49% | +0.05 |
| TSLA Tesla Inc. | New | 0.05% | +0.05 |
| GS Goldman Sachs Group Inc. | New | 0.05% | +0.05 |
| BAC Bank of America Corp. | New | 0.05% | +0.05 |
| AMZN Amazon.com Inc. | Add +14.3% | 0.59% | +0.04 |
| LMT Lockheed Martin Corp. | New | 0.04% | +0.04 |
| NYF iShares New York Muni Bond E | New | 0.04% | +0.04 |
| NUDM Nuveen ESG Intl Devel MRK Eq | New | 0.04% | +0.04 |
| TLT iShares 20+ Year Treasury BD | New | 0.04% | +0.04 |
| REGN Regeneron Pharmaceuticals | New | 0.04% | +0.04 |
| BSX Boston Scientific Corp. | New | 0.04% | +0.04 |
| AMAT Applied Materials Inc. | New | 0.04% | +0.04 |
| IVE iShares S&P 500 Value ETF | Add +90.5% | 0.10% | +0.04 |
| C Citigroup Inc. | New | 0.04% | +0.04 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +46.4% | 0.13% | +0.04 |
| SRLN SS Blackstone Sr Loan ETF | Add +78.0% | 0.10% | +0.04 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +97.6% | 0.08% | +0.03 |
| MBB iShares MBS ETF | Add +55.4% | 0.13% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +14.4% | 7.62% | +0.03 |
| SUSA iShares ESG Optimized MSCI U | Add +50.5% | 0.12% | +0.03 |
| META Meta Platforms Inc. Class A | Add +46.2% | 0.11% | +0.03 |
| AXP American Express Co. | Add +22.7% | 0.29% | +0.03 |
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 |