Legacy Edge Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed August 17, 2026), Legacy Edge Advisors, LLC reported 181 stock positions worth $641.0 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 13.4% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 8.9%) and iShares Russell 1000 Value E (IWD, 5.1%). Compared with Q4 2024, it opened 9 new positions, sold out of 5, added to 93 and reduced 54. The biggest buy was Vanguard Int-Term Corporate (VCIT, shares +48%) and the biggest sale SS SPDR BB Ig Float RT ETF (FLRN, shares −68%).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0002105396
- Portfolio Value
- $641.0M (Q1 2025)
- SEC Filing
- 0002105396-26-000010 ↗ filed Aug 17, 2026
Holdings Value
Holdings 181 stocks · $641.0M
| VCIT Vanguard Int-Term Corporate | 13.43% | 1,052,546 | $86.1M | Add +48.0% |
| IEFA iShares Core MSCI Eafe ETF | 8.94% | 757,763 | $57.3M | Add +1.1% |
| IWD iShares Russell 1000 Value E | 5.10% | 173,658 | $32.7M | Add +3.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 3.63% | 469,305 | $23.3M | Add +11.9% |
| IWF iShares Russell 1000 Growth | 3.32% | 58,860 | $21.3M | Add +1.6% |
| SUB iShares Short-Term National | 2.92% | 177,234 | $18.7M | Add +1.6% |
| IWP iShares Russell Mid-Cap Grow | 2.83% | 154,163 | $18.1M | Add +5.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.81% | 326,713 | $18.0M | Add +4.5% |
| IWS iShares Russell Mid-Cap Valu | 2.77% | 140,919 | $17.8M | Add +2.1% |
| QUAL iShares MSCI USA Quality Fac | 2.72% | 101,977 | $17.4M | Add +1.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.67% | 46,192 | $17.1M | Reduce -0.7% |
| FPEI First Trust Institutional PR | 2.62% | 899,338 | $16.8M | Add +5.7% |
| SCHD Schwab US DVD Equity ETF | 2.61% | 597,666 | $16.7M | Add +3.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.57% | 95,203 | $16.4M | Add +0.7% |
| IVV iShares Core S&P 500 ETF | 2.09% | 23,815 | $13.4M | Reduce -1.7% |
| IYJ iShares U.S. Industrials ETF | 2.04% | 100,550 | $13.1M | Add +1.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.01% | 315,901 | $12.9M | Add +3.0% |
| MSFT Microsoft Corp. | 1.93% | 32,882 | $12.3M | Add +0.6% |
| JEPI JPMorgan Equity Premium Inco | 1.61% | 180,225 | $10.3M | New |
| CIBR First Trust Nasdaq Cybersecu | 1.57% | 159,477 | $10.0M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.43% | 16,338 | $9.1M | Reduce -0.8% |
| GRID First TRST Nasd Class Edg Sgiif | 1.40% | 79,078 | $8.9M | Add +5.1% |
| IGV iShares Expanded Tech-Softwa | 1.34% | 96,646 | $8.6M | Reduce -3.0% |
| SOXX iShares Semiconductor ETF | 1.34% | 45,634 | $8.6M | Reduce -3.1% |
| AAPL Apple Inc. | 1.23% | 35,591 | $7.9M | Add +1.4% |
| FLRN SS SPDR BB Ig Float RT ETF | 1.20% | 250,588 | $7.7M | Reduce -67.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.76% | 18,782 | $4.9M | Reduce -1.0% |
| VOO Vanguard S&P 500 ETF | 0.66% | 8,201 | $4.2M | Reduce -1.7% |
| IWM iShares Russell 2000 ETF | 0.64% | 20,709 | $4.1M | Reduce -0.1% |
| NVDA Nvidia Corp. | 0.54% | 32,016 | $3.5M | Add +1.0% |
| AMZN Amazon.com Inc. | 0.53% | 17,725 | $3.4M | Add +1.2% |
| VONG Vanguard Russell 1000 Growth | 0.49% | 33,787 | $3.1M | Reduce -1.9% |
| IEMG iShares Core MSCI Emerging | 0.48% | 57,541 | $3.1M | Reduce -11.1% |
| IWR iShares Russell Mid-Cap ETF | 0.48% | 36,223 | $3.1M | Add +1.6% |
| SUSC iShares ESG Aware Usd Corpor | 0.44% | 121,014 | $2.8M | Add +95.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 4,675 | $2.5M | Add +12.6% |
| GOOGL Alphabet Inc. Class A | 0.38% | 15,802 | $2.4M | Add +4.3% |
| ESGD iShares Trust iShares ESG Aw | 0.38% | 29,855 | $2.4M | Add +8.9% |
| IWO iShares Russell 2000 Growth | 0.37% | 9,371 | $2.4M | Add +2.3% |
| VEA Vanguard Ftse Developed ETF | 0.37% | 46,769 | $2.4M | Add +4.4% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.37% | 58,571 | $2.4M | Add +22.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.34% | 9,698 | $2.2M | Reduce -0.0% |
| JPM JPMorgan Chase & Co. | 0.32% | 8,271 | $2.0M | Reduce -1.2% |
| TPL Texas Pacific Land Corp. | 0.31% | 1,491 | $2.0M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.30% | 42,837 | $1.9M | Add +1.9% |
| COST Costco Wholesale Corp. | 0.28% | 1,885 | $1.8M | Add +2.7% |
| AXP American Express Co. | 0.27% | 6,343 | $1.7M | Add +6.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.26% | 35,463 | $1.6M | Reduce -28.9% |
| MUB iShares National Muni Bond E | 0.25% | 15,162 | $1.6M | Add +2.0% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.25% | 20,203 | $1.6M | Add +49.5% |
| MA Mastercard Inc. Class A | 0.25% | 2,879 | $1.6M | Add +99.0% |
| IWB iShares Russell 1000 ETF | 0.24% | 5,120 | $1.6M | Reduce -0.2% |
| IWN iShares Russell 2000 Value E | 0.24% | 10,369 | $1.6M | Add +5.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 5,638 | $1.5M | Reduce -1.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.22% | 5,859 | $1.4M | Reduce -2.3% |
| JPIE JPMorgan Income ETF | 0.22% | 31,106 | $1.4M | Add +23.4% |
| AVGO Broadcom Inc. | 0.22% | 8,489 | $1.4M | Add +4.2% |
| V Visa Inc. Class A | 0.21% | 3,904 | $1.4M | Reduce -2.2% |
| IWY iShares Russell Top 200 Grow | 0.21% | 6,348 | $1.3M | Reduce -2.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 2,633 | $1.2M | Add +50.1% |
| IGM iShares Expanded Tech Sector | 0.18% | 13,061 | $1.2M | Reduce -1.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.18% | 39,509 | $1.2M | Reduce -16.4% |
| ABBV Abbvie Inc. | 0.18% | 5,597 | $1.2M | Reduce -0.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.18% | 32,190 | $1.2M | Add +3.6% |
| SGOV iShares 0-3 Month Treasury B | 0.18% | 11,297 | $1.1M | Reduce -37.4% |
| HD Home Depot Inc. | 0.18% | 3,092 | $1.1M | Add +18.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 6,988 | $1.1M | Add +8.1% |
| VONV Vanguard Russell 1000 Value | 0.17% | 13,303 | $1.1M | No change |
| BINC iShares Flex I A ETF-Usd Inc. | 0.17% | 20,874 | $1.1M | Add +216.2% |
| JNJ Johnson & Johnson | 0.17% | 6,495 | $1.1M | Add +5.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.17% | 13,396 | $1.1M | Add +21.9% |
| XLK SS Technology Select Sector | 0.16% | 5,059 | $1.0M | Reduce -12.9% |
| GOOG Alphabet Inc. Class C | 0.15% | 6,254 | $977K | Add +0.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.15% | 19,055 | $973K | Add +8.5% |
| META Meta Platforms Inc. Class A | 0.15% | 1,678 | $967K | Add +1.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.15% | 14,645 | $963K | Add +0.3% |
| ESGE iShares Inc. iShares ESG Awar | 0.15% | 26,760 | $935K | Add +21.4% |
| SUSB iShares ESG Aware 1-5 Year U | 0.14% | 36,150 | $903K | Add +20.8% |
| VGSH Vanguard Short-Term Treasury | 0.14% | 15,299 | $898K | Reduce -10.0% |
| NFLX Netflix Inc. | 0.14% | 940 | $877K | Reduce -1.9% |
| MARM Ftvestus Max Buff ETF March | 0.13% | 27,139 | $851K | Reduce -33.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.13% | 3,311 | $834K | No change |
| AGG iShares Core U.S. Aggregate | 0.13% | 8,326 | $824K | Reduce -1.2% |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 1,650 | $821K | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 0.12% | 1,502 | $787K | Reduce -21.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 4,219 | $786K | Reduce -1.4% |
| SRLN SS Blackstone Sr Loan ETF | 0.12% | 18,775 | $772K | Add +17.4% |
| MBB iShares MBS ETF | 0.12% | 8,170 | $766K | Add +20.4% |
| VGT Vanguard Info Tech ETF | 0.12% | 1,405 | $762K | Add +0.1% |
| SUSA iShares ESG Optimized MSCI U | 0.12% | 6,510 | $748K | Add +15.2% |
| LMBS First Trust Low Duration Opp | 0.11% | 14,987 | $737K | Add +173.9% |
| LLY Eli Lilly & Co. | 0.11% | 889 | $734K | Reduce -0.2% |
| QCOM Qualcomm Inc. | 0.11% | 4,400 | $676K | Add +0.4% |
| VTC Vanguard Total Corporate BND | 0.09% | 7,795 | $599K | Reduce -1.1% |
| USHY iShares Broad Usd High Yield | 0.09% | 16,100 | $593K | Reduce -42.4% |
| IVW iShares S&P 500 Growth ETF | 0.09% | 6,377 | $592K | Reduce -2.2% |
| PEP Pepsico Inc. | 0.09% | 3,925 | $589K | Add +19.8% |
| RSP Invesco S&P 500 Equal Weight | 0.09% | 3,395 | $588K | Add +9.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.09% | 11,709 | $571K | Reduce -1.2% |
| PG The Procter & Gamble Co. | 0.09% | 3,345 | $570K | Add +2.2% |
Portfolio Sells Q4 2024 → Q1 2025
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -67.6% | 1.20% | −2.57 |
| QYLD Global X Nasd 100 Cov Call | Sold out | 0.00% | −1.66 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.7% | 2.67% | −0.38 |
| SOXX iShares Semiconductor ETF | Reduce -3.1% | 1.34% | −0.28 |
| IGV iShares Expanded Tech-Softwa | Reduce -3.0% | 1.34% | −0.25 |
| IVV iShares Core S&P 500 ETF | Reduce -1.7% | 2.09% | −0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 1.43% | −0.11 |
| SGOV iShares 0-3 Month Treasury B | Reduce -37.4% | 0.18% | −0.11 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -28.9% | 0.26% | −0.10 |
| EMNT PIMCO Enhcd St M-Active ESG | Sold out | 0.00% | −0.08 |
| IWM iShares Russell 2000 ETF | Reduce -0.1% | 0.64% | −0.08 |
| VONG Vanguard Russell 1000 Growth | Reduce -1.9% | 0.49% | −0.08 |
| USHY iShares Broad Usd High Yield | Reduce -42.4% | 0.09% | −0.07 |
| MARM Ftvestus Max Buff ETF March | Reduce -33.4% | 0.13% | −0.07 |
| VOO Vanguard S&P 500 ETF | Reduce -1.7% | 0.66% | −0.06 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -0.4% | 1.57% | −0.05 |
| XLK SS Technology Select Sector | Reduce -12.9% | 0.16% | −0.05 |
| IEMG iShares Core MSCI Emerging | Reduce -11.1% | 0.48% | −0.05 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -16.4% | 0.18% | −0.05 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -37.1% | 0.08% | −0.05 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.04 |
| TSLA Tesla Inc. | Reduce -21.3% | 0.04% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.0% | 0.76% | −0.04 |
| IWY iShares Russell Top 200 Grow | Reduce -2.4% | 0.21% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.0% | 0.34% | −0.03 |
| MTUM iShares MSCI USA Momentum Fa | Sold out | 0.00% | −0.03 |
| QCLN First Trust Nasdaq Clean Edg | Sold out | 0.00% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -21.6% | 0.12% | −0.03 |
| IGM iShares Expanded Tech Sector | Reduce -1.0% | 0.18% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.3% | 0.24% | −0.02 |
| GSC Goldman Sachs Small Cap Equi | Reduce -14.5% | 0.07% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -2.3% | 0.22% | −0.02 |
| IWB iShares Russell 1000 ETF | Reduce -0.2% | 0.24% | −0.02 |
| VGSH Vanguard Short-Term Treasury | Reduce -10.0% | 0.14% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.2% | 0.09% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.4% | 0.12% | −0.01 |
| HON Honeywell International Inc. | Reduce -2.6% | 0.09% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.2% | 0.13% | −0.01 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -1.2% | 0.09% | −0.01 |
| BOND PIMCO Active Bond Exchange-T | Reduce -12.6% | 0.05% | −0.01 |
| MUNI PIMCO Intermediate Municipal | Reduce -8.5% | 0.06% | −0.01 |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | Reduce -2.2% | 0.05% | −0.01 |
| PAVE Global X US Infrastructure | Reduce -2.8% | 0.04% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -0.0% | 0.08% | −0.01 |
| PH Parker Hannifin Corp. | Reduce -1.9% | 0.06% | −0.01 |
| QDF NT Qual Div ETF | Reduce -0.2% | 0.07% | −0.00 |
| EFV iShares MSCI Eafe Value ETF | Reduce -13.5% | 0.07% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -1.2% | 0.32% | −0.00 |
| VTC Vanguard Total Corporate BND | Reduce -1.1% | 0.09% | −0.00 |
| XLF SS Financial Select Sector | Reduce -3.5% | 0.06% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| VCIT Vanguard Int-Term Corporate | Add +48.0% | 13.43% | +4.35 |
| JEPI JPMorgan Equity Premium Inco | New | 1.61% | +1.61 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.1% | 8.94% | +0.58 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +11.9% | 3.63% | +0.30 |
| SUSC iShares ESG Aware Usd Corpor | Add +95.2% | 0.44% | +0.21 |
| IWD iShares Russell 1000 Value E | Add +3.5% | 5.10% | +0.18 |
| MA Mastercard Inc. Class A | Add +99.0% | 0.25% | +0.13 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +216.2% | 0.17% | +0.12 |
| SCHD Schwab US DVD Equity ETF | Add +3.0% | 2.61% | +0.10 |
| FPEI First Trust Institutional PR | Add +5.7% | 2.62% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +12.6% | 0.39% | +0.09 |
| LMBS First Trust Low Duration Opp | Add +173.9% | 0.11% | +0.07 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +22.2% | 0.37% | +0.07 |
| IAU iShares Gold Trust | New | 0.06% | +0.06 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +49.5% | 0.25% | +0.06 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +4.5% | 2.81% | +0.05 |
| SCHZ Schwab US Aggregate Bond ETF | New | 0.05% | +0.05 |
| ESGD iShares Trust iShares ESG Aw | Add +8.9% | 0.38% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +50.1% | 0.19% | +0.05 |
| JPIE JPMorgan Income ETF | Add +23.4% | 0.22% | +0.04 |
| IWX iShares Russell Top 200 Valu | New | 0.04% | +0.04 |
| TLH iShares 10-20 Year Treasury | New | 0.04% | +0.04 |
| MMM 3M Co. | New | 0.03% | +0.03 |
| COP Conocophillips | New | 0.03% | +0.03 |
| MCD McDonald's Corp. | New | 0.03% | +0.03 |
| XOM Exxon Mobil Corp. | New | 0.03% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +4.4% | 0.37% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.7% | 2.57% | +0.03 |
| ESGE iShares Inc. iShares ESG Awar | Add +21.4% | 0.15% | +0.03 |
| JNJ Johnson & Johnson | Add +5.6% | 0.17% | +0.03 |
| SUSB iShares ESG Aware 1-5 Year U | Add +20.8% | 0.14% | +0.02 |
| MBB iShares MBS ETF | Add +20.4% | 0.12% | +0.02 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +42.6% | 0.06% | +0.02 |
| IVE iShares S&P 500 Value ETF | Add +32.7% | 0.07% | +0.02 |
| HD Home Depot Inc. | Add +18.7% | 0.18% | +0.02 |
| SRLN SS Blackstone Sr Loan ETF | Add +17.4% | 0.12% | +0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +3.6% | 0.18% | +0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +21.9% | 0.17% | +0.01 |
| PEP Pepsico Inc. | Add +19.8% | 0.09% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +31.2% | 0.04% | +0.01 |
| ABT Abbott Laboratories | Add +4.5% | 0.07% | +0.01 |
| XLI SS Industrial Select Sector | Add +29.9% | 0.05% | +0.01 |
| KO The Coca-Cola Co. | Add +3.0% | 0.07% | +0.01 |
| COST Costco Wholesale Corp. | Add +2.7% | 0.28% | +0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +8.5% | 0.15% | +0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +8.1% | 0.17% | +0.01 |
| MCK McKesson Corp. | Add +6.4% | 0.05% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +1.9% | 0.30% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +28.0% | 0.07% | +0.01 |
| VZ Verizon Communications Inc. | Add +6.5% | 0.04% | +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 |