Legacy Edge Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed August 17, 2026), Legacy Edge Advisors, LLC reported 183 stock positions worth $626.0 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 8.9% of the portfolio, followed by Vanguard Int-Term Corporate (VCIT, 8.1%) and iShares Russell 1000 Growth (IWF, 4.4%). Compared with Q2 2024, it opened 14 new positions, sold out of 6, added to 91 and reduced 64. The biggest buy was Vanguard Int-Term Corporate (VCIT, shares +17%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0002105396
- Portfolio Value
- $626.0M (Q3 2024)
- SEC Filing
- 0002105396-26-000009 ↗ filed Aug 17, 2026
Holdings Value
Holdings 183 stocks · $626.0M
| IEFA iShares Core MSCI Eafe ETF | 8.92% | 715,284 | $55.8M | Add +13.0% |
| VCIT Vanguard Int-Term Corporate | 8.12% | 606,623 | $50.8M | Add +17.2% |
| IWF iShares Russell 1000 Growth | 4.36% | 72,728 | $27.3M | Add +4.4% |
| IWD iShares Russell 1000 Value E | 4.01% | 132,241 | $25.1M | Add +16.3% |
| IEMG iShares Core MSCI Emerging | 3.56% | 388,238 | $22.3M | Add +3.0% |
| FLRN SS SPDR BB Ig Float RT ETF | 3.27% | 663,012 | $20.5M | Add +18.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 3.11% | 380,521 | $19.5M | Add +17.5% |
| IWS iShares Russell Mid-Cap Valu | 3.00% | 141,967 | $18.8M | Add +8.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.90% | 47,244 | $18.1M | Add +0.4% |
| QUAL iShares MSCI USA Quality Fac | 2.88% | 100,720 | $18.1M | Add +10.5% |
| IWP iShares Russell Mid-Cap Grow | 2.82% | 150,515 | $17.7M | Add +8.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.63% | 94,348 | $16.5M | Reduce -0.3% |
| SCHD Schwab US DVD Equity ETF | 2.55% | 189,061 | $16.0M | Add +14.0% |
| IVV iShares Core S&P 500 ETF | 2.31% | 25,018 | $14.4M | Reduce -2.1% |
| FPEI First Trust Institutional PR | 2.28% | 747,371 | $14.3M | Add +17.1% |
| MSFT Microsoft Corp. | 2.24% | 32,583 | $14.0M | Add +2.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.24% | 307,623 | $14.0M | Add +17.4% |
| SUB iShares Short-Term National | 2.21% | 130,368 | $13.8M | Add +5.0% |
| IYJ iShares U.S. Industrials ETF | 2.16% | 101,347 | $13.5M | Add +12.9% |
| SOXX iShares Semiconductor ETF | 1.76% | 47,654 | $11.0M | Add +13.4% |
| QYLD Global X Nasd 100 Cov Call | 1.65% | 573,816 | $10.4M | Add +16.9% |
| CIBR First Trust Nasdaq Cybersecu | 1.55% | 163,676 | $9.7M | Add +13.3% |
| IGV iShares Expanded Tech-Softwa | 1.49% | 104,574 | $9.3M | Add +13.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.46% | 15,879 | $9.1M | Add +1.5% |
| GRID First TRST Nasd Class Edg Sgiif | 1.45% | 71,142 | $9.1M | Add +20.2% |
| AAPL Apple Inc. | 1.38% | 36,975 | $8.6M | Add +10.4% |
| RSP Invesco S&P 500 Equal Weight | 0.98% | 34,382 | $6.2M | Add +2.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.74% | 17,612 | $4.6M | Add +4.5% |
| IWM iShares Russell 2000 ETF | 0.73% | 20,583 | $4.5M | Add +2.7% |
| VOO Vanguard S&P 500 ETF | 0.72% | 8,532 | $4.5M | Add +5.4% |
| VONG Vanguard Russell 1000 Growth | 0.71% | 46,057 | $4.4M | Reduce -11.8% |
| NVDA Nvidia Corp. | 0.64% | 33,214 | $4.0M | Add +3.2% |
| SGOV iShares 0-3 Month Treasury B | 0.54% | 33,536 | $3.4M | Add +55.7% |
| AMZN Amazon.com Inc. | 0.52% | 17,430 | $3.2M | Add +6.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.48% | 48,846 | $3.0M | Add +294.0% |
| IWR iShares Russell Mid-Cap ETF | 0.47% | 33,299 | $2.9M | Add +6.8% |
| IWO iShares Russell 2000 Growth | 0.44% | 9,678 | $2.7M | Reduce -2.4% |
| GOOGL Alphabet Inc. Class A | 0.41% | 15,502 | $2.6M | Add +6.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.40% | 52,547 | $2.5M | Add +7.5% |
| VEA Vanguard Ftse Developed ETF | 0.39% | 45,870 | $2.4M | Add +12.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.37% | 9,719 | $2.3M | Add +2.5% |
| ESGD iShares Trust iShares ESG Aw | 0.37% | 27,178 | $2.3M | Add +2.0% |
| VWO Vanguard Ftse Emerging Marke | 0.33% | 43,790 | $2.1M | Add +12.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 4,409 | $2.0M | Add +5.0% |
| JPM JPMorgan Chase & Co. | 0.29% | 8,666 | $1.8M | Reduce -1.1% |
| AXP American Express Co. | 0.29% | 6,644 | $1.8M | Reduce -2.9% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.29% | 43,093 | $1.8M | Reduce -0.1% |
| IWY iShares Russell Top 200 Grow | 0.28% | 7,929 | $1.7M | Add +9.8% |
| IWN iShares Russell 2000 Value E | 0.27% | 10,153 | $1.7M | Add +3.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 5,798 | $1.6M | Add +16.4% |
| COST Costco Wholesale Corp. | 0.26% | 1,835 | $1.6M | Reduce -0.9% |
| IWB iShares Russell 1000 ETF | 0.26% | 5,161 | $1.6M | Reduce -0.1% |
| MUB iShares National Muni Bond E | 0.26% | 14,702 | $1.6M | Reduce -22.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.24% | 6,086 | $1.5M | Add +0.6% |
| SUSC iShares ESG Aware Usd Corpor | 0.23% | 60,913 | $1.4M | Add +9.9% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.23% | 17,165 | $1.4M | Add +0.1% |
| AVGO Broadcom Inc. | 0.22% | 8,041 | $1.4M | Reduce -3.5% |
| TPL Texas Pacific Land Corp. | 0.21% | 1,491 | $1.3M | No change |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.21% | 43,994 | $1.3M | Add +37.3% |
| XLK SS Technology Select Sector | 0.21% | 5,807 | $1.3M | Reduce -3.8% |
| IGM iShares Expanded Tech Sector | 0.20% | 13,290 | $1.3M | Reduce -0.9% |
| JPIE JPMorgan Income ETF | 0.20% | 27,419 | $1.3M | Add +29.4% |
| MARM Ftvestus Max Buff ETF March | 0.20% | 41,385 | $1.3M | Add +85.9% |
| USHY iShares Broad Usd High Yield | 0.20% | 32,488 | $1.2M | Add +30.8% |
| HD Home Depot Inc. | 0.19% | 2,901 | $1.2M | Reduce -2.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.19% | 5,823 | $1.2M | Reduce -11.7% |
| ABBV Abbvie Inc. | 0.18% | 5,705 | $1.1M | Add +10.7% |
| VONV Vanguard Russell 1000 Value | 0.18% | 13,303 | $1.1M | Add +12.2% |
| UNH Unitedhealth Group Inc. | 0.18% | 1,890 | $1.1M | Reduce -2.5% |
| V Visa Inc. Class A | 0.18% | 3,990 | $1.1M | Add +0.6% |
| VGSH Vanguard Short-Term Treasury | 0.17% | 18,481 | $1.1M | Reduce -2.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 6,478 | $1.1M | Add +8.5% |
| GOOG Alphabet Inc. Class C | 0.17% | 6,471 | $1.1M | Add +19.4% |
| JNJ Johnson & Johnson | 0.16% | 6,188 | $1.0M | Reduce -1.4% |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 1,600 | $990K | Reduce -1.2% |
| IVW iShares S&P 500 Growth ETF | 0.16% | 10,253 | $982K | Reduce -6.3% |
| ESGE iShares Inc. iShares ESG Awar | 0.15% | 26,077 | $949K | Add +0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 1,854 | $905K | Add +1.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.14% | 3,324 | $889K | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 0.14% | 1,534 | $878K | Add +30.3% |
| VTC Vanguard Total Corporate BND | 0.13% | 10,616 | $842K | Reduce -4.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.13% | 15,831 | $837K | Add +14.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.13% | 10,061 | $834K | Add +5.4% |
| VGT Vanguard Info Tech ETF | 0.12% | 1,306 | $766K | No change |
| QCOM Qualcomm Inc. | 0.12% | 4,433 | $754K | Reduce -1.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.12% | 19,728 | $741K | Add +9.6% |
| LLY Eli Lilly & Co. | 0.12% | 835 | $740K | Add +1.0% |
| AAXJ iShares MSCI All Country Asi | 0.12% | 9,290 | $729K | Reduce -29.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.12% | 6,700 | $721K | Reduce -14.3% |
| SUSA iShares ESG Optimized MSCI U | 0.11% | 5,915 | $712K | Add +6.1% |
| MA Mastercard Inc. Class A | 0.11% | 1,437 | $710K | No change |
| SRLN SS Blackstone Sr Loan ETF | 0.11% | 16,887 | $705K | Add +30.8% |
| NFLX Netflix Inc. | 0.11% | 985 | $699K | Add +25.2% |
| MBB iShares MBS ETF | 0.10% | 6,824 | $654K | Reduce -8.6% |
| HON Honeywell International Inc. | 0.10% | 3,002 | $621K | Reduce -2.8% |
| IVE iShares S&P 500 Value ETF | 0.10% | 3,041 | $600K | Add +5.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.10% | 12,048 | $596K | Reduce -22.5% |
| TXN Texas Instruments Inc. | 0.10% | 2,878 | $595K | No change |
| PG The Procter & Gamble Co. | 0.09% | 3,292 | $570K | Add +1.7% |
| PEP Pepsico Inc. | 0.09% | 3,278 | $557K | Reduce -0.5% |
Portfolio Sells Q2 2024 → Q3 2024
| IVV iShares Core S&P 500 ETF | Reduce -2.1% | 2.31% | −0.27 |
| VONG Vanguard Russell 1000 Growth | Reduce -11.8% | 0.71% | −0.19 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.3% | 2.63% | −0.16 |
| MUB iShares National Muni Bond E | Reduce -22.2% | 0.26% | −0.12 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.08 |
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −0.07 |
| AAXJ iShares MSCI All Country Asi | Reduce -29.8% | 0.12% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -1.0% | 0.12% | −0.04 |
| COP Conocophillips | Sold out | 0.00% | −0.04 |
| XLK SS Technology Select Sector | Reduce -3.8% | 0.21% | −0.04 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.04 |
| IWO iShares Russell 2000 Growth | Reduce -2.4% | 0.44% | −0.04 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -22.5% | 0.10% | −0.04 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.04 |
| C Citigroup Inc. | Sold out | 0.00% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -11.7% | 0.19% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -1.1% | 0.29% | −0.03 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -14.3% | 0.12% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -0.9% | 0.26% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -6.3% | 0.16% | −0.03 |
| IGM iShares Expanded Tech Sector | Reduce -0.9% | 0.20% | −0.03 |
| VGSH Vanguard Short-Term Treasury | Reduce -2.8% | 0.17% | −0.03 |
| AVGO Broadcom Inc. | Reduce -3.5% | 0.22% | −0.02 |
| IWB iShares Russell 1000 ETF | Reduce -0.1% | 0.26% | −0.02 |
| IYW iShares Ustechnology ETF | Reduce -22.2% | 0.05% | −0.02 |
| HON Honeywell International Inc. | Reduce -2.8% | 0.10% | −0.02 |
| MBB iShares MBS ETF | Reduce -8.6% | 0.10% | −0.02 |
| VTC Vanguard Total Corporate BND | Reduce -4.9% | 0.13% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -12.8% | 0.07% | −0.02 |
| CVX Chevron Corp. | Reduce -6.0% | 0.05% | −0.02 |
| DIS The Walt Disney Co. | Reduce -7.5% | 0.05% | −0.02 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -21.4% | 0.04% | −0.01 |
| MCK McKesson Corp. | Reduce -3.4% | 0.03% | −0.01 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -0.1% | 0.29% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -0.8% | 0.05% | −0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -0.6% | 0.14% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -8.0% | 0.08% | −0.01 |
| BOND PIMCO Active Bond Exchange-T | Reduce -6.2% | 0.06% | −0.01 |
| AMGN Amgen Inc. | Reduce -1.7% | 0.08% | −0.01 |
| PEP Pepsico Inc. | Reduce -0.5% | 0.09% | −0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -10.0% | 0.04% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -6.6% | 0.05% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -14.8% | 0.04% | −0.01 |
| JNJ Johnson & Johnson | Reduce -1.4% | 0.16% | −0.01 |
| ADI Analog Devices Inc. | Reduce -4.0% | 0.05% | −0.01 |
| WM Waste Management Inc. | Reduce -1.8% | 0.04% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.7% | 0.06% | −0.01 |
| BAC Bank of America Corp. | Reduce -3.1% | 0.04% | −0.01 |
| MS Morgan Stanley | Reduce -7.1% | 0.04% | −0.01 |
| ELV Elevance Health Inc. | Reduce -0.5% | 0.03% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| VCIT Vanguard Int-Term Corporate | Add +17.2% | 8.12% | +0.49 |
| IEFA iShares Core MSCI Eafe ETF | Add +13.0% | 8.92% | +0.45 |
| IWD iShares Russell 1000 Value E | Add +16.3% | 4.01% | +0.35 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +294.0% | 0.48% | +0.34 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +17.4% | 2.24% | +0.23 |
| IYJ iShares U.S. Industrials ETF | Add +12.9% | 2.16% | +0.19 |
| GRID First TRST Nasd Class Edg Sgiif | Add +20.2% | 1.45% | +0.19 |
| SCHD Schwab US DVD Equity ETF | Add +14.0% | 2.55% | +0.18 |
| SGOV iShares 0-3 Month Treasury B | Add +55.7% | 0.54% | +0.14 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +17.5% | 3.11% | +0.12 |
| FPEI First Trust Institutional PR | Add +17.1% | 2.28% | +0.12 |
| IWS iShares Russell Mid-Cap Valu | Add +8.6% | 3.00% | +0.09 |
| OLED Universal Display Corp. | New | 0.09% | +0.09 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +18.5% | 3.27% | +0.09 |
| MARM Ftvestus Max Buff ETF March | Add +85.9% | 0.20% | +0.08 |
| AAPL Apple Inc. | Add +10.4% | 1.38% | +0.08 |
| QYLD Global X Nasd 100 Cov Call | Add +16.9% | 1.65% | +0.06 |
| XLF SS Financial Select Sector | New | 0.05% | +0.05 |
| CMF iShares California Muni Bond | New | 0.05% | +0.05 |
| CIBR First Trust Nasdaq Cybersecu | Add +13.3% | 1.55% | +0.05 |
| CSX CSX Corp. | New | 0.05% | +0.05 |
| DGRO iShares Core Dividend Growth | New | 0.04% | +0.04 |
| VZ Verizon Communications Inc. | New | 0.04% | +0.04 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +37.3% | 0.21% | +0.04 |
| XOM Exxon Mobil Corp. | New | 0.04% | +0.04 |
| IBM Intl Business Machines Corp. | New | 0.04% | +0.04 |
| ETR Entergy Corp. | New | 0.04% | +0.04 |
| DHR Danaher Corp. | New | 0.03% | +0.03 |
| SO The Southern Co. | New | 0.03% | +0.03 |
| BKNG Booking Holdings Inc. | New | 0.03% | +0.03 |
| QCLN First Trust Nasdaq Clean Edg | New | 0.03% | +0.03 |
| META Meta Platforms Inc. Class A | Add +30.3% | 0.14% | +0.03 |
| FLG Flagstar Bank NA | New | 0.03% | +0.03 |
| USHY iShares Broad Usd High Yield | Add +30.8% | 0.20% | +0.03 |
| JPIE JPMorgan Income ETF | Add +29.4% | 0.20% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +12.1% | 0.33% | +0.02 |
| IGV iShares Expanded Tech-Softwa | Add +13.6% | 1.49% | +0.02 |
| ABBV Abbvie Inc. | Add +10.7% | 0.18% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +16.4% | 0.26% | +0.02 |
| QUAL iShares MSCI USA Quality Fac | Add +10.5% | 2.88% | +0.02 |
| IBB iShares Biotechnology ETF | Add +37.6% | 0.08% | +0.02 |
| NKE Nike Inc. Class B | Add +35.9% | 0.06% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +12.2% | 0.39% | +0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +31.3% | 0.08% | +0.01 |
| NFLX Netflix Inc. | Add +25.2% | 0.11% | +0.01 |
| SRLN SS Blackstone Sr Loan ETF | Add +30.8% | 0.11% | +0.01 |
| TSLA Tesla Inc. | Add +10.6% | 0.06% | +0.01 |
| QDF NT Qual Div ETF | Add +22.6% | 0.09% | +0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +14.9% | 0.13% | +0.01 |
| VONV Vanguard Russell 1000 Value | Add +12.2% | 0.18% | +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 |