Legacy Edge Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 17, 2026), Legacy Edge Advisors, LLC reported 198 stock positions worth $748.9 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 11.6% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 9.4%) and iShares Russell 1000 Value E (IWD, 5.2%). Compared with Q1 2025, it opened 28 new positions, sold out of 11, added to 91 and reduced 69. The biggest buy was iShares Russell Mid-Cap ETF (IWR, shares +660%) and the biggest sale Vanguard Tax-Exempt Bond ETF (VTEB, shares −66%).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0002105396
- Portfolio Value
- $748.9M (Q2 2025)
- SEC Filing
- 0002105396-26-000011 ↗ filed Aug 17, 2026
Holdings Value
Holdings 198 stocks · $748.9M
| VCIT Vanguard Int-Term Corporate | 11.56% | 1,043,633 | $86.5M | Reduce -0.8% |
| IEFA iShares Core MSCI Eafe ETF | 9.41% | 843,737 | $70.4M | Add +11.3% |
| IWD iShares Russell 1000 Value E | 5.22% | 201,390 | $39.1M | Add +16.0% |
| IWR iShares Russell Mid-Cap ETF | 3.38% | 275,347 | $25.3M | Add +660.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 3.31% | 392,677 | $24.8M | Add +20.2% |
| IWF iShares Russell 1000 Growth | 3.28% | 57,856 | $24.6M | Reduce -1.7% |
| MUB iShares National Muni Bond E | 3.01% | 215,990 | $22.6M | Add +1324.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.94% | 50,263 | $22.0M | Add +8.8% |
| SUB iShares Short-Term National | 2.66% | 187,405 | $19.9M | Add +5.7% |
| QUAL iShares MSCI USA Quality Fac | 2.61% | 106,746 | $19.5M | Add +4.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.49% | 105,700 | $18.7M | Add +11.0% |
| FPEI First Trust Institutional PR | 2.39% | 941,342 | $17.9M | Add +4.7% |
| SCHD Schwab US DVD Equity ETF | 2.32% | 656,271 | $17.4M | Add +9.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.23% | 391,940 | $16.7M | Add +24.1% |
| MSFT Microsoft Corp. | 2.16% | 32,567 | $16.2M | Reduce -1.0% |
| IYJ iShares U.S. Industrials ETF | 1.75% | 91,832 | $13.1M | Reduce -8.7% |
| NYF iShares New York Muni Bond E | 1.64% | 235,016 | $12.3M | Add +3473.3% |
| JEPI JPMorgan Equity Premium Inco | 1.63% | 214,456 | $12.2M | Add +19.0% |
| CIBR First Trust Nasdaq Cybersecu | 1.61% | 159,155 | $12.0M | Reduce -0.2% |
| SOXX iShares Semiconductor ETF | 1.51% | 47,513 | $11.3M | Add +4.1% |
| GRID First TRST Nasd Class Edg Sgiif | 1.51% | 81,085 | $11.3M | Add +2.5% |
| IGV iShares Expanded Tech-Softwa | 1.47% | 100,577 | $11.0M | Add +4.1% |
| IWP iShares Russell Mid-Cap Grow | 1.42% | 76,497 | $10.6M | Reduce -50.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.34% | 16,183 | $10.0M | Reduce -0.9% |
| IVV iShares Core S&P 500 ETF | 1.31% | 15,746 | $9.8M | Reduce -33.9% |
| AAPL Apple Inc. | 1.03% | 37,642 | $7.7M | Add +5.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.03% | 157,278 | $7.7M | Reduce -66.5% |
| IWS iShares Russell Mid-Cap Valu | 1.03% | 58,243 | $7.7M | Reduce -58.7% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.91% | 220,717 | $6.8M | Reduce -11.9% |
| NVDA Nvidia Corp. | 0.69% | 32,743 | $5.2M | Add +2.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.69% | 18,391 | $5.1M | Reduce -2.1% |
| XJUN FT Vest U.S. Equity Enhance | 0.67% | 122,669 | $5.0M | New |
| VOO Vanguard S&P 500 ETF | 0.58% | 7,687 | $4.4M | Reduce -6.3% |
| AMZN Amazon.com Inc. | 0.55% | 18,790 | $4.1M | Add +6.0% |
| VONG Vanguard Russell 1000 Growth | 0.49% | 33,845 | $3.7M | Add +0.2% |
| IEMG iShares Core MSCI Emerging | 0.45% | 55,881 | $3.4M | Reduce -2.9% |
| VEA Vanguard Ftse Developed ETF | 0.38% | 49,387 | $2.8M | Add +5.6% |
| IWM iShares Russell 2000 ETF | 0.38% | 13,036 | $2.8M | Reduce -37.0% |
| GOOGL Alphabet Inc. Class A | 0.37% | 15,918 | $2.8M | Add +0.7% |
| SUSC iShares ESG Aware Usd Corpor | 0.37% | 119,398 | $2.8M | Reduce -1.3% |
| ESGD iShares Trust iShares ESG Aw | 0.36% | 30,484 | $2.7M | Add +2.1% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.35% | 62,701 | $2.6M | Add +7.0% |
| MBB iShares MBS ETF | 0.35% | 27,759 | $2.6M | Add +239.8% |
| JPM JPMorgan Chase & Co. | 0.33% | 8,547 | $2.5M | Add +3.3% |
| AVGO Broadcom Inc. | 0.33% | 8,868 | $2.4M | Add +4.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 4,902 | $2.4M | Add +4.9% |
| IWO iShares Russell 2000 Growth | 0.31% | 8,088 | $2.3M | Reduce -13.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.30% | 9,635 | $2.3M | Reduce -0.7% |
| AGG iShares Core U.S. Aggregate | 0.29% | 21,954 | $2.2M | Add +163.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.29% | 43,646 | $2.2M | New |
| AXP American Express Co. | 0.27% | 6,292 | $2.0M | Reduce -0.8% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.26% | 21,056 | $2.0M | Add +4.2% |
| VWO Vanguard Ftse Emerging Marke | 0.26% | 39,626 | $2.0M | Reduce -7.5% |
| COST Costco Wholesale Corp. | 0.25% | 1,899 | $1.9M | Add +0.7% |
| JPIE JPMorgan Income ETF | 0.23% | 37,734 | $1.7M | Add +21.3% |
| IWB iShares Russell 1000 ETF | 0.23% | 5,065 | $1.7M | Reduce -1.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 3,052 | $1.7M | Add +15.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.22% | 36,304 | $1.7M | Add +2.4% |
| MA Mastercard Inc. Class A | 0.22% | 2,890 | $1.6M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 5,272 | $1.6M | Reduce -6.5% |
| VONV Vanguard Russell 1000 Value | 0.20% | 17,719 | $1.5M | Add +33.2% |
| IWN iShares Russell 2000 Value E | 0.20% | 9,537 | $1.5M | Reduce -8.0% |
| V Visa Inc. Class A | 0.20% | 4,232 | $1.5M | Add +8.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.20% | 5,181 | $1.5M | Reduce -11.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.19% | 19,756 | $1.4M | Add +34.9% |
| IGM iShares Expanded Tech Sector | 0.19% | 12,424 | $1.4M | Reduce -4.9% |
| IWY iShares Russell Top 200 Grow | 0.18% | 5,455 | $1.3M | Reduce -14.1% |
| META Meta Platforms Inc. Class A | 0.18% | 1,816 | $1.3M | Add +8.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.17% | 32,190 | $1.3M | No change |
| NFLX Netflix Inc. | 0.17% | 941 | $1.3M | Add +0.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.17% | 4,542 | $1.3M | Add +37.2% |
| XLK SS Technology Select Sector | 0.16% | 4,871 | $1.2M | Reduce -3.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.16% | 38,004 | $1.2M | Reduce -3.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 15,120 | $1.2M | Add +358.7% |
| SGOV iShares 0-3 Month Treasury B | 0.16% | 11,858 | $1.2M | Add +5.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.16% | 6,103 | $1.2M | Add +44.7% |
| GOOG Alphabet Inc. Class C | 0.16% | 6,696 | $1.2M | Add +7.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.16% | 22,063 | $1.2M | Add +5.7% |
| HD Home Depot Inc. | 0.15% | 3,146 | $1.2M | Add +1.8% |
| ESGE iShares Inc. iShares ESG Awar | 0.15% | 27,927 | $1.1M | Add +4.4% |
| ABBV Abbvie Inc. | 0.14% | 5,715 | $1.1M | Add +2.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.14% | 6,296 | $1.0M | Reduce -9.9% |
| JNJ Johnson & Johnson | 0.13% | 6,569 | $1.0M | Add +1.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.13% | 18,754 | $982K | Reduce -1.6% |
| MARM Ftvestus Max Buff ETF March | 0.13% | 29,523 | $948K | Add +8.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.12% | 9,795 | $934K | Reduce -26.9% |
| VGSH Vanguard Short-Term Treasury | 0.12% | 15,276 | $898K | Reduce -0.1% |
| VGT Vanguard Info Tech ETF | 0.12% | 1,314 | $872K | Reduce -6.5% |
| SUSA iShares ESG Optimized MSCI U | 0.11% | 6,686 | $847K | Add +2.7% |
| SUSB iShares ESG Aware 1-5 Year U | 0.11% | 33,335 | $839K | Reduce -7.8% |
| SRLN SS Blackstone Sr Loan ETF | 0.11% | 20,173 | $839K | Add +7.5% |
| SCHG Schwab US Large-Cap Growth | 0.10% | 26,656 | $779K | Add +46.7% |
| LMBS First Trust Low Duration Opp | 0.10% | 14,987 | $738K | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.10% | 18,063 | $736K | Add +22.6% |
| IVW iShares S&P 500 Growth ETF | 0.10% | 6,646 | $732K | Add +4.2% |
| QCOM Qualcomm Inc. | 0.10% | 4,500 | $717K | Add +2.3% |
| LLY Eli Lilly & Co. | 0.09% | 903 | $704K | Add +1.6% |
| TMO Thermo Fisher Scientific Inc. | 0.09% | 1,716 | $696K | Add +4.0% |
| TLT iShares 20+ Year Treasury BD | 0.09% | 7,723 | $682K | New |
| SCHO Schwab Short-Term US Treas | 0.09% | 26,822 | $654K | New |
Portfolio Sells Q1 2025 → Q2 2025
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -66.5% | 1.03% | −2.60 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.8% | 11.56% | −1.87 |
| IWS iShares Russell Mid-Cap Valu | Reduce -58.7% | 1.03% | −1.74 |
| IWP iShares Russell Mid-Cap Grow | Reduce -50.4% | 1.42% | −1.41 |
| IVV iShares Core S&P 500 ETF | Reduce -33.9% | 1.31% | −0.78 |
| TPL Texas Pacific Land Corp. | Sold out | 0.00% | −0.31 |
| IYJ iShares U.S. Industrials ETF | Reduce -8.7% | 1.75% | −0.30 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -11.9% | 0.91% | −0.30 |
| IWM iShares Russell 2000 ETF | Reduce -37.0% | 0.38% | −0.27 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.09 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.9% | 1.34% | −0.09 |
| VOO Vanguard S&P 500 ETF | Reduce -6.3% | 0.58% | −0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.1% | 0.69% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -8.1% | 0.06% | −0.07 |
| SUSC iShares ESG Aware Usd Corpor | Reduce -1.3% | 0.37% | −0.07 |
| IWO iShares Russell 2000 Growth | Reduce -13.7% | 0.31% | −0.06 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.05 |
| CMF iShares California Muni Bond | Sold out | 0.00% | −0.05 |
| IWN iShares Russell 2000 Value E | Reduce -8.0% | 0.20% | −0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -26.9% | 0.12% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -7.5% | 0.26% | −0.04 |
| IWX iShares Russell Top 200 Valu | Sold out | 0.00% | −0.04 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.04 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -9.9% | 0.14% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -2.9% | 0.45% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -1.7% | 3.28% | −0.04 |
| COP Conocophillips | Sold out | 0.00% | −0.03 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.03 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.7% | 0.30% | −0.03 |
| IWY iShares Russell Top 200 Grow | Reduce -14.1% | 0.18% | −0.03 |
| SUSB iShares ESG Aware 1-5 Year U | Reduce -7.8% | 0.11% | −0.03 |
| FPE FT-Preferred Secur & Inc. ETF | Sold out | 0.00% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.5% | 0.21% | −0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -11.6% | 0.20% | −0.03 |
| PEP Pepsico Inc. | Reduce -2.1% | 0.07% | −0.02 |
| MUNI PIMCO Intermediate Municipal | Reduce -29.0% | 0.04% | −0.02 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -3.8% | 0.16% | −0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -1.6% | 0.13% | −0.02 |
| XLF SS Financial Select Sector | Reduce -24.2% | 0.04% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -22.3% | 0.03% | −0.02 |
| VGSH Vanguard Short-Term Treasury | Reduce -0.1% | 0.12% | −0.02 |
| IWB iShares Russell 1000 ETF | Reduce -1.1% | 0.23% | −0.02 |
| PAVE Global X US Infrastructure | Reduce -33.2% | 0.03% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -12.6% | 0.07% | −0.01 |
| SPEM State Street SP PTF Em ETF | Reduce -12.9% | 0.06% | −0.01 |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | Reduce -17.9% | 0.03% | −0.01 |
| IAU iShares Gold Trust | Reduce -9.0% | 0.05% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -3.9% | 0.05% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| IWR iShares Russell Mid-Cap ETF | Add +660.1% | 3.38% | +2.90 |
| MUB iShares National Muni Bond E | Add +1324.5% | 3.01% | +2.76 |
| NYF iShares New York Muni Bond E | Add +3473.3% | 1.64% | +1.58 |
| XJUN FT Vest U.S. Equity Enhance | New | 0.67% | +0.67 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +20.2% | 3.31% | +0.50 |
| IEFA iShares Core MSCI Eafe ETF | Add +11.3% | 9.41% | +0.46 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.29% | +0.29 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +8.8% | 2.94% | +0.27 |
| MBB iShares MBS ETF | Add +239.8% | 0.35% | +0.23 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +24.1% | 2.23% | +0.22 |
| SOXX iShares Semiconductor ETF | Add +4.1% | 1.51% | +0.17 |
| AGG iShares Core U.S. Aggregate | Add +163.7% | 0.29% | +0.16 |
| NVDA Nvidia Corp. | Add +2.3% | 0.69% | +0.15 |
| IGV iShares Expanded Tech-Softwa | Add +4.1% | 1.47% | +0.13 |
| IWD iShares Russell 1000 Value E | Add +16.0% | 5.22% | +0.13 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +358.7% | 0.16% | +0.12 |
| GRID First TRST Nasd Class Edg Sgiif | Add +2.5% | 1.51% | +0.11 |
| AVGO Broadcom Inc. | Add +4.5% | 0.33% | +0.10 |
| TLT iShares 20+ Year Treasury BD | New | 0.09% | +0.09 |
| SCHO Schwab Short-Term US Treas | New | 0.09% | +0.09 |
| VGIT Vanguard Intermediate-Term T | New | 0.08% | +0.08 |
| SPTI SS SPDR P Int Term TSY ETF | New | 0.07% | +0.07 |
| IUSV iShares Core S&P U.S. Value | New | 0.07% | +0.07 |
| TFI SS SPDR N Ice Muni Bond ETF | New | 0.07% | +0.07 |
| BND Vanguard Total Bond Market | New | 0.06% | +0.06 |
| IUSG iShares Core S&P U.S. Growth | New | 0.06% | +0.06 |
| JSCP JPMorgan Short Duration Core | New | 0.05% | +0.05 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.05% | +0.05 |
| DGRO iShares Core Dividend Growth | New | 0.04% | +0.04 |
| ITOT iShares Core S&P Total U.S. | New | 0.04% | +0.04 |
| IJR iShares Core S&P Small-Cap E | New | 0.04% | +0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +34.9% | 0.19% | +0.04 |
| BBUS JPMorgan Betabuilders US Equ | New | 0.04% | +0.04 |
| SCZ iShares MSCI Eafe Small-Cap | New | 0.04% | +0.04 |
| HYLB Xtrackers Usd High Yield Cor | New | 0.04% | +0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +37.2% | 0.17% | +0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +44.7% | 0.16% | +0.04 |
| QCLN First Trust Nasdaq Clean Edg | New | 0.03% | +0.03 |
| RTX RTX Corp. | New | 0.03% | +0.03 |
| SCHG Schwab US Large-Cap Growth | Add +46.7% | 0.10% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +15.9% | 0.22% | +0.03 |
| IYW iShares Ustechnology ETF | New | 0.03% | +0.03 |
| NFLX Netflix Inc. | Add +0.1% | 0.17% | +0.03 |
| PM Philip Morris International | New | 0.03% | +0.03 |
| OEF iShares S&P 100 ETF | New | 0.03% | +0.03 |
| HYD Vaneck High Yield Muni ETF | New | 0.03% | +0.03 |
| JIRE JPMorgan Int Res Enh Eqty | New | 0.03% | +0.03 |
| VONV Vanguard Russell 1000 Value | Add +33.2% | 0.20% | +0.03 |
| GE General Electric | New | 0.03% | +0.03 |
| TIP iShares Tips Bond ETF | New | 0.03% | +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 |