Legacy Edge Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed August 17, 2026), Legacy Edge Advisors, LLC reported 177 stock positions worth $630.0 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 9.1% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 8.4%) and iShares Russell 1000 Value E (IWD, 4.9%). Compared with Q3 2024, it opened 7 new positions, sold out of 13, added to 55 and reduced 99. The biggest buy was iShares MSCI Emr MRK Ex Chna (EMXC, shares +540%) and the biggest sale iShares Core MSCI Emerging (IEMG, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0002105396
- Portfolio Value
- $630.0M (Q4 2024)
- SEC Filing
- 0002105396-26-000006 ↗ filed Aug 17, 2026
Holdings Value
Holdings 177 stocks · $630.0M
| VCIT Vanguard Int-Term Corporate | 9.08% | 711,228 | $57.2M | Add +17.2% |
| IEFA iShares Core MSCI Eafe ETF | 8.37% | 749,507 | $52.7M | Add +4.8% |
| IWD iShares Russell 1000 Value E | 4.92% | 167,840 | $31.0M | Add +26.9% |
| FLRN SS SPDR BB Ig Float RT ETF | 3.78% | 774,178 | $23.8M | Add +16.8% |
| IWF iShares Russell 1000 Growth | 3.73% | 57,918 | $23.5M | Reduce -20.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 3.34% | 419,265 | $21.0M | Add +10.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.06% | 46,500 | $19.3M | Reduce -1.6% |
| IWP iShares Russell Mid-Cap Grow | 2.96% | 146,171 | $18.6M | Reduce -2.9% |
| SUB iShares Short-Term National | 2.92% | 174,386 | $18.4M | Add +33.8% |
| QUAL iShares MSCI USA Quality Fac | 2.84% | 100,056 | $17.9M | Reduce -0.7% |
| IWS iShares Russell Mid-Cap Valu | 2.83% | 138,058 | $17.8M | Reduce -2.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.75% | 312,508 | $17.4M | Add +539.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.54% | 94,561 | $16.0M | Add +0.2% |
| FPEI First Trust Institutional PR | 2.53% | 851,036 | $15.9M | Add +13.9% |
| SCHD Schwab US DVD Equity ETF | 2.51% | 580,565 | $15.8M | Add +2.4% |
| IVV iShares Core S&P 500 ETF | 2.27% | 24,217 | $14.3M | Reduce -3.2% |
| MSFT Microsoft Corp. | 2.20% | 32,697 | $13.9M | Add +0.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.19% | 306,776 | $13.8M | Reduce -0.3% |
| IYJ iShares U.S. Industrials ETF | 2.10% | 99,018 | $13.2M | Reduce -2.3% |
| QYLD Global X Nasd 100 Cov Call | 1.66% | 572,764 | $10.5M | Reduce -0.2% |
| SOXX iShares Semiconductor ETF | 1.62% | 47,105 | $10.2M | Reduce -1.1% |
| CIBR First Trust Nasdaq Cybersecu | 1.62% | 160,046 | $10.2M | Reduce -2.2% |
| IGV iShares Expanded Tech-Softwa | 1.60% | 99,642 | $10.1M | Reduce -4.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.54% | 16,466 | $9.7M | Add +3.7% |
| GRID First TRST Nasd Class Edg Sgiif | 1.43% | 75,271 | $9.0M | Add +5.8% |
| AAPL Apple Inc. | 1.40% | 35,087 | $8.8M | Reduce -5.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.80% | 18,968 | $5.0M | Add +7.7% |
| IWM iShares Russell 2000 ETF | 0.73% | 20,728 | $4.6M | Add +0.7% |
| VOO Vanguard S&P 500 ETF | 0.72% | 8,340 | $4.5M | Reduce -2.3% |
| NVDA Nvidia Corp. | 0.69% | 31,689 | $4.4M | Reduce -4.6% |
| AMZN Amazon.com Inc. | 0.62% | 17,518 | $3.9M | Add +0.5% |
| VONG Vanguard Russell 1000 Growth | 0.57% | 34,455 | $3.6M | Reduce -25.2% |
| IEMG iShares Core MSCI Emerging | 0.54% | 64,695 | $3.4M | Reduce -83.3% |
| IWR iShares Russell Mid-Cap ETF | 0.50% | 35,664 | $3.2M | Add +7.1% |
| GOOGL Alphabet Inc. Class A | 0.46% | 15,158 | $2.9M | Reduce -2.2% |
| IWO iShares Russell 2000 Growth | 0.42% | 9,161 | $2.6M | Reduce -5.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.37% | 9,701 | $2.3M | Reduce -0.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.36% | 49,905 | $2.3M | Reduce -5.0% |
| VEA Vanguard Ftse Developed ETF | 0.34% | 44,793 | $2.1M | Reduce -2.4% |
| ESGD iShares Trust iShares ESG Aw | 0.33% | 27,422 | $2.1M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 0.32% | 8,375 | $2.0M | Reduce -3.4% |
| AVGO Broadcom Inc. | 0.30% | 8,144 | $1.9M | Add +1.3% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.30% | 47,928 | $1.9M | Add +11.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 4,152 | $1.9M | Reduce -5.8% |
| VWO Vanguard Ftse Emerging Marke | 0.29% | 42,036 | $1.9M | Reduce -4.0% |
| SGOV iShares 0-3 Month Treasury B | 0.29% | 18,054 | $1.8M | Reduce -46.2% |
| AXP American Express Co. | 0.28% | 5,981 | $1.8M | Reduce -10.0% |
| COST Costco Wholesale Corp. | 0.27% | 1,835 | $1.7M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 5,714 | $1.7M | Reduce -1.4% |
| IWB iShares Russell 1000 ETF | 0.26% | 5,130 | $1.7M | Reduce -0.6% |
| TPL Texas Pacific Land Corp. | 0.26% | 1,491 | $1.7M | No change |
| IWN iShares Russell 2000 Value E | 0.26% | 9,812 | $1.6M | Reduce -3.4% |
| MUB iShares National Muni Bond E | 0.25% | 14,865 | $1.6M | Add +1.1% |
| IWY iShares Russell Top 200 Grow | 0.24% | 6,504 | $1.5M | Reduce -18.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.24% | 5,994 | $1.5M | Reduce -1.5% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.23% | 47,255 | $1.4M | Add +7.4% |
| SUSC iShares ESG Aware Usd Corpor | 0.22% | 61,984 | $1.4M | Add +1.8% |
| XLK SS Technology Select Sector | 0.22% | 5,811 | $1.4M | Add +0.1% |
| IGM iShares Expanded Tech Sector | 0.22% | 13,190 | $1.4M | Reduce -0.8% |
| V Visa Inc. Class A | 0.20% | 3,993 | $1.3M | Add +0.1% |
| MARM Ftvestus Max Buff ETF March | 0.20% | 40,741 | $1.3M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 0.19% | 6,244 | $1.2M | Reduce -3.5% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.19% | 13,516 | $1.2M | Reduce -21.3% |
| JPIE JPMorgan Income ETF | 0.18% | 25,198 | $1.2M | Reduce -8.1% |
| VONV Vanguard Russell 1000 Value | 0.17% | 13,303 | $1.1M | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.17% | 31,066 | $1.1M | Add +57.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 6,467 | $1.0M | Reduce -0.2% |
| USHY iShares Broad Usd High Yield | 0.16% | 27,945 | $1.0M | Reduce -14.0% |
| HD Home Depot Inc. | 0.16% | 2,605 | $1.0M | Reduce -10.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.16% | 14,597 | $1.0M | New |
| VGSH Vanguard Short-Term Treasury | 0.16% | 17,004 | $989K | Reduce -8.0% |
| ABBV Abbvie Inc. | 0.16% | 5,600 | $987K | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 0.16% | 1,656 | $979K | Add +8.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.15% | 10,994 | $975K | Add +9.3% |
| UNH Unitedhealth Group Inc. | 0.15% | 1,915 | $972K | Add +1.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.15% | 3,311 | $929K | Reduce -0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 1,754 | $904K | Reduce -5.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.14% | 17,561 | $897K | Add +10.9% |
| JNJ Johnson & Johnson | 0.14% | 6,148 | $881K | Reduce -0.7% |
| VGT Vanguard Info Tech ETF | 0.14% | 1,403 | $880K | Add +7.4% |
| NFLX Netflix Inc. | 0.14% | 958 | $863K | Reduce -2.7% |
| TMO Thermo Fisher Scientific Inc. | 0.14% | 1,654 | $858K | Add +3.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 4,278 | $845K | Reduce -26.5% |
| AGG iShares Core U.S. Aggregate | 0.13% | 8,426 | $817K | New |
| EFG iShares MSCI Eafe Growth ETF | 0.13% | 8,233 | $799K | Add +22.9% |
| MA Mastercard Inc. Class A | 0.12% | 1,447 | $760K | Add +0.7% |
| SUSB iShares ESG Aware 1-5 Year U | 0.12% | 29,934 | $739K | Add +53.5% |
| ESGE iShares Inc. iShares ESG Awar | 0.12% | 22,047 | $739K | Reduce -15.4% |
| LLY Eli Lilly & Co. | 0.11% | 891 | $689K | Add +6.7% |
| SUSA iShares ESG Optimized MSCI U | 0.11% | 5,652 | $689K | Reduce -4.5% |
| QCOM Qualcomm Inc. | 0.11% | 4,384 | $678K | Reduce -1.1% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 6,523 | $668K | Reduce -36.4% |
| SRLN SS Blackstone Sr Loan ETF | 0.11% | 15,992 | $667K | Reduce -5.3% |
| HON Honeywell International Inc. | 0.10% | 2,763 | $626K | Reduce -8.0% |
| MBB iShares MBS ETF | 0.10% | 6,785 | $623K | Reduce -0.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.10% | 11,849 | $610K | Reduce -1.6% |
| VTC Vanguard Total Corporate BND | 0.09% | 7,881 | $598K | Reduce -25.8% |
| GSC Goldman Sachs Small Cap Equi | 0.09% | 11,623 | $593K | New |
| CRM Salesforce Inc. | 0.09% | 1,665 | $559K | Add +0.7% |
| PG The Procter & Gamble Co. | 0.09% | 3,272 | $547K | Reduce -0.6% |
Portfolio Sells Q3 2024 → Q4 2024
| IEMG iShares Core MSCI Emerging | Reduce -83.3% | 0.54% | −3.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -91.0% | 0.09% | −0.90 |
| IWF iShares Russell 1000 Growth | Reduce -20.4% | 3.73% | −0.64 |
| SGOV iShares 0-3 Month Treasury B | Reduce -46.2% | 0.29% | −0.25 |
| IWS iShares Russell Mid-Cap Valu | Reduce -2.8% | 2.83% | −0.17 |
| VONG Vanguard Russell 1000 Growth | Reduce -25.2% | 0.57% | −0.14 |
| SOXX iShares Semiconductor ETF | Reduce -1.1% | 1.62% | −0.13 |
| AAXJ iShares MSCI All Country Asi | Sold out | 0.00% | −0.12 |
| IYJ iShares U.S. Industrials ETF | Reduce -2.3% | 2.10% | −0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -26.5% | 0.13% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Reduce -36.4% | 0.11% | −0.05 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -0.3% | 2.19% | −0.05 |
| QUAL iShares MSCI USA Quality Fac | Reduce -0.7% | 2.84% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.4% | 0.34% | −0.05 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.05 |
| SCZ iShares MSCI Eafe Small-Cap | Sold out | 0.00% | −0.04 |
| DGRO iShares Core Dividend Growth | Sold out | 0.00% | −0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -41.6% | 0.05% | −0.04 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -21.3% | 0.19% | −0.04 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.0% | 0.29% | −0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.04 |
| VTC Vanguard Total Corporate BND | Reduce -25.8% | 0.09% | −0.04 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Sold out | 0.00% | −0.04 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.04 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -5.0% | 0.36% | −0.04 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.04 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.04 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -15.4% | 0.12% | −0.03 |
| OLED Universal Display Corp. | Reduce -13.1% | 0.05% | −0.03 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.03 |
| IWY iShares Russell Top 200 Grow | Reduce -18.0% | 0.24% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -3.2% | 2.27% | −0.03 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.03 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.03 |
| USHY iShares Broad Usd High Yield | Reduce -14.0% | 0.16% | −0.03 |
| PAVE Global X US Infrastructure | Reduce -35.6% | 0.05% | −0.03 |
| HD Home Depot Inc. | Reduce -10.2% | 0.16% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.8% | 0.30% | −0.03 |
| ABBV Abbvie Inc. | Reduce -1.8% | 0.16% | −0.02 |
| JNJ Johnson & Johnson | Reduce -0.7% | 0.14% | −0.02 |
| JPIE JPMorgan Income ETF | Reduce -8.1% | 0.18% | −0.02 |
| IWO iShares Russell 2000 Growth | Reduce -5.3% | 0.42% | −0.02 |
| VGSH Vanguard Short-Term Treasury | Reduce -8.0% | 0.16% | −0.02 |
| PHO Invesco Water Resources ETF | Reduce -26.0% | 0.04% | −0.02 |
| EFV iShares MSCI Eafe Value ETF | Reduce -10.4% | 0.07% | −0.02 |
| QDF NT Qual Div ETF | Reduce -16.9% | 0.07% | −0.02 |
| IWN iShares Russell 2000 Value E | Reduce -3.4% | 0.26% | −0.02 |
| NKE Nike Inc. Class B | Reduce -11.8% | 0.04% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.8% | 0.05% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| EMXC iShares MSCI Emr MRK Ex Chna | Add +539.8% | 2.75% | +2.28 |
| VCIT Vanguard Int-Term Corporate | Add +17.2% | 9.08% | +0.96 |
| IWD iShares Russell 1000 Value E | Add +26.9% | 4.92% | +0.91 |
| SUB iShares Short-Term National | Add +33.8% | 2.92% | +0.71 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +16.8% | 3.78% | +0.51 |
| FPEI First Trust Institutional PR | Add +13.9% | 2.53% | +0.25 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +10.2% | 3.34% | +0.23 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.16% | +0.16 |
| AGG iShares Core U.S. Aggregate | New | 0.13% | +0.13 |
| AMZN Amazon.com Inc. | Add +0.5% | 0.62% | +0.10 |
| GSC Goldman Sachs Small Cap Equi | New | 0.09% | +0.09 |
| AVGO Broadcom Inc. | Add +1.3% | 0.30% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.7% | 1.54% | +0.08 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.06% | +0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +7.7% | 0.80% | +0.05 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +57.5% | 0.17% | +0.05 |
| LMBS First Trust Low Duration Opp | New | 0.04% | +0.04 |
| SUSB iShares ESG Aware 1-5 Year U | Add +53.5% | 0.12% | +0.04 |
| C Citigroup Inc. | New | 0.03% | +0.03 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.03% | +0.03 |
| IWR iShares Russell Mid-Cap ETF | Add +7.1% | 0.50% | +0.03 |
| V Visa Inc. Class A | Add +0.1% | 0.20% | +0.02 |
| EMNT PIMCO Enhcd St M-Active ESG | Add +38.5% | 0.08% | +0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +9.3% | 0.15% | +0.02 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +7.4% | 0.23% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +7.4% | 0.14% | +0.02 |
| CRM Salesforce Inc. | Add +0.7% | 0.09% | +0.02 |
| XLF SS Financial Select Sector | Add +23.5% | 0.06% | +0.02 |
| META Meta Platforms Inc. Class A | Add +8.0% | 0.16% | +0.02 |
| NOW ServiceNow Inc. | Add +2.2% | 0.07% | +0.01 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +34.2% | 0.05% | +0.01 |
| EFG iShares MSCI Eafe Growth ETF | Add +22.9% | 0.13% | +0.01 |
| MS Morgan Stanley | Add +5.5% | 0.06% | +0.01 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +11.2% | 0.30% | +0.01 |
| NYF iShares New York Muni Bond E | Add +24.6% | 0.06% | +0.01 |
| ETR Entergy Corp. | Add +9.8% | 0.05% | +0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +10.9% | 0.14% | +0.01 |
| MA Mastercard Inc. Class A | Add +0.7% | 0.12% | +0.01 |
| XLK SS Technology Select Sector | Add +0.1% | 0.22% | +0.01 |
| BLK BlackRock Finance Inc. | Add +4.7% | 0.06% | +0.01 |
| WMT Walmart Inc. | Add +0.1% | 0.06% | +0.01 |
| BSX Boston Scientific Corp. | Add +9.3% | 0.04% | +0.01 |
| SO The Southern Co. | Add +20.8% | 0.04% | +0.00 |
| ORCL Oracle Corp. | Add +4.3% | 0.07% | +0.00 |
| QCLN First Trust Nasdaq Clean Edg | Add +6.8% | 0.03% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +0.7% | 0.73% | −0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +1.7% | 0.05% | −0.00 |
| ICLN iShares Global Clean Energy | Add +19.6% | 0.03% | −0.00 |
| MUB iShares National Muni Bond E | Add +1.1% | 0.25% | −0.00 |
| VZ Verizon Communications Inc. | Add +0.8% | 0.04% | −0.00 |
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 |