Legacy Edge Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed August 26, 2026), Legacy Edge Advisors, LLC reported 203 stock positions worth $848.8 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 11.6% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 9.5%) and iShares Russell 1000 Value E (IWD, 5.3%). Compared with Q2 2025, it opened 18 new positions, sold out of 13, added to 96 and reduced 68. The biggest buy was Vanguard Tax-Exempt Bond ETF (VTEB, shares +51%) and the biggest sale iShares National Muni Bond E (MUB, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0002105396
- Portfolio Value
- $848.8M (Q3 2025)
- SEC Filing
- 0002105396-26-000013 ↗ filed Aug 26, 2026
Holdings Value
Holdings 203 stocks · $848.8M
| VCIT Vanguard Int-Term Corporate | 11.58% | 1,169,012 | $98.3M | Add +12.0% |
| IEFA iShares Core MSCI Eafe ETF | 9.46% | 919,478 | $80.3M | Add +9.0% |
| IWD iShares Russell 1000 Value E | 5.26% | 219,123 | $44.6M | Add +8.8% |
| IWR iShares Russell Mid-Cap ETF | 3.46% | 304,420 | $29.4M | Add +10.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 3.44% | 432,899 | $29.2M | Add +10.2% |
| IWF iShares Russell 1000 Growth | 3.35% | 60,678 | $28.4M | Add +4.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.63% | 46,513 | $22.3M | Reduce -7.5% |
| QUAL iShares MSCI USA Quality Fac | 2.56% | 111,597 | $21.7M | Add +4.5% |
| MUB iShares National Muni Bond E | 2.52% | 200,615 | $21.4M | Reduce -7.1% |
| FPEI First Trust Institutional PR | 2.39% | 1,046,903 | $20.2M | Add +11.2% |
| SUB iShares Short-Term National | 2.38% | 189,075 | $20.2M | Add +0.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.35% | 429,793 | $19.9M | Add +9.7% |
| SCHD Schwab US DVD Equity ETF | 2.25% | 698,836 | $19.1M | Add +6.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.18% | 99,340 | $18.5M | Reduce -6.0% |
| MSFT Microsoft Corp. | 2.00% | 32,711 | $16.9M | Add +0.4% |
| NYF iShares New York Muni Bond E | 1.74% | 277,163 | $14.8M | Add +17.9% |
| IYJ iShares U.S. Industrials ETF | 1.68% | 98,035 | $14.3M | Add +6.8% |
| SOXX iShares Semiconductor ETF | 1.62% | 50,660 | $13.7M | Add +6.6% |
| JEPI JPMorgan Equity Premium Inco | 1.61% | 239,153 | $13.7M | Add +11.5% |
| GRID First TRST Nasd Class Edg Sgiif | 1.55% | 87,209 | $13.2M | Add +7.5% |
| CIBR First Trust Nasdaq Cybersecu | 1.55% | 173,121 | $13.2M | Add +8.8% |
| IGV iShares Expanded Tech-Softwa | 1.49% | 109,755 | $12.6M | Add +9.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.40% | 236,979 | $11.9M | Add +50.7% |
| IWP iShares Russell Mid-Cap Grow | 1.29% | 76,874 | $10.9M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.27% | 16,183 | $10.8M | No change |
| AAPL Apple Inc. | 1.18% | 39,412 | $10.0M | Add +4.7% |
| IVV iShares Core S&P 500 ETF | 1.15% | 14,551 | $9.7M | Reduce -7.6% |
| IWS iShares Russell Mid-Cap Valu | 0.95% | 57,798 | $8.1M | Reduce -0.8% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.86% | 235,794 | $7.3M | Add +6.8% |
| XJUN FT Vest U.S. Equity Enhance | 0.81% | 163,589 | $6.9M | Add +33.4% |
| VONG Vanguard Russell 1000 Growth | 0.78% | 54,823 | $6.6M | Add +62.0% |
| NVDA Nvidia Corp. | 0.74% | 33,890 | $6.3M | Add +3.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.64% | 18,439 | $5.4M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 0.58% | 8,079 | $4.9M | Add +5.1% |
| AGG iShares Core U.S. Aggregate | 0.49% | 41,797 | $4.2M | Add +90.4% |
| AMZN Amazon.com Inc. | 0.49% | 19,068 | $4.2M | Add +1.5% |
| JPIE JPMorgan Income ETF | 0.47% | 85,263 | $4.0M | Add +126.0% |
| IEMG iShares Core MSCI Emerging | 0.46% | 59,690 | $3.9M | Add +6.8% |
| GOOGL Alphabet Inc. Class A | 0.46% | 16,117 | $3.9M | Add +1.3% |
| SUSC iShares ESG Aware Usd Corpor | 0.45% | 162,289 | $3.8M | Add +35.9% |
| JSCP JPMorgan Short Duration Core | 0.41% | 73,860 | $3.5M | Add +759.0% |
| ESGD iShares Trust iShares ESG Aw | 0.38% | 35,044 | $3.3M | Add +15.0% |
| IWM iShares Russell 2000 ETF | 0.37% | 13,141 | $3.2M | Add +0.8% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.35% | 68,214 | $3.0M | Add +8.8% |
| AVGO Broadcom Inc. | 0.34% | 8,808 | $2.9M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.34% | 9,082 | $2.9M | Add +6.3% |
| VEA Vanguard Ftse Developed ETF | 0.33% | 46,555 | $2.8M | Reduce -5.7% |
| IWO iShares Russell 2000 Growth | 0.30% | 8,078 | $2.6M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 5,032 | $2.5M | Add +2.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.29% | 9,635 | $2.4M | No change |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.26% | 21,872 | $2.2M | Add +3.9% |
| BBUS JPMorgan Betabuilders US Equ | 0.25% | 17,631 | $2.1M | Add +547.7% |
| JIRE JPMorgan Int Res Enh Eqty | 0.25% | 28,815 | $2.1M | Add +799.9% |
| VWO Vanguard Ftse Emerging Marke | 0.24% | 37,625 | $2.0M | Reduce -5.0% |
| AXP American Express Co. | 0.24% | 6,042 | $2.0M | Reduce -4.0% |
| IWB iShares Russell 1000 ETF | 0.22% | 5,119 | $1.9M | Add +1.1% |
| COST Costco Wholesale Corp. | 0.22% | 2,010 | $1.9M | Add +5.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 3,020 | $1.8M | Reduce -1.1% |
| IWN iShares Russell 2000 Value E | 0.21% | 10,137 | $1.8M | Add +6.3% |
| GOOG Alphabet Inc. Class C | 0.20% | 6,952 | $1.7M | Add +3.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 5,100 | $1.7M | Reduce -3.3% |
| MA Mastercard Inc. Class A | 0.19% | 2,877 | $1.6M | Reduce -0.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.19% | 33,640 | $1.6M | Reduce -7.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.18% | 5,300 | $1.6M | Add +2.3% |
| VONV Vanguard Russell 1000 Value | 0.18% | 17,284 | $1.5M | Reduce -2.5% |
| JMUB JPMorgan Municipal ETF | 0.18% | 30,361 | $1.5M | New |
| IGM iShares Expanded Tech Sector | 0.18% | 12,124 | $1.5M | Reduce -2.4% |
| IWY iShares Russell Top 200 Grow | 0.18% | 5,534 | $1.5M | Add +1.4% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.18% | 45,219 | $1.5M | Add +19.0% |
| AVLV Avantis US Large Cap Value | 0.17% | 20,104 | $1.5M | New |
| V Visa Inc. Class A | 0.17% | 4,255 | $1.5M | Add +0.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.17% | 27,094 | $1.4M | Add +22.8% |
| JGRO JPMorgan Active Growth ETF | 0.17% | 15,346 | $1.4M | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.17% | 18,243 | $1.4M | Reduce -7.7% |
| XLK SS Technology Select Sector | 0.17% | 5,016 | $1.4M | Add +3.0% |
| ESGE iShares Inc. iShares ESG Awar | 0.16% | 32,167 | $1.4M | Add +15.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.16% | 7,956 | $1.4M | Add +26.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.16% | 32,207 | $1.4M | Add +0.1% |
| MBB iShares MBS ETF | 0.16% | 13,999 | $1.3M | Reduce -49.6% |
| META Meta Platforms Inc. Class A | 0.15% | 1,783 | $1.3M | Reduce -1.8% |
| ABBV Abbvie Inc. | 0.15% | 5,614 | $1.3M | Reduce -1.8% |
| HD Home Depot Inc. | 0.15% | 3,179 | $1.3M | Add +1.1% |
| MARM Ftvestus Max Buff ETF March | 0.15% | 38,183 | $1.2M | Add +29.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.14% | 21,854 | $1.2M | Add +16.5% |
| JNJ Johnson & Johnson | 0.14% | 6,275 | $1.2M | Reduce -4.5% |
| NFLX Netflix Inc. | 0.13% | 943 | $1.1M | Add +0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 5,025 | $1.0M | Reduce -17.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.12% | 3,442 | $1.0M | Reduce -24.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.12% | 9,771 | $1.0M | Reduce -0.3% |
| VGT Vanguard Info Tech ETF | 0.12% | 1,344 | $1.0M | Add +2.3% |
| SPEM State Street SP PTF Em ETF | 0.12% | 21,322 | $998K | Add +110.9% |
| SUSA iShares ESG Optimized MSCI U | 0.12% | 7,253 | $984K | Add +8.5% |
| SCHG Schwab US Large-Cap Growth | 0.12% | 30,606 | $977K | Add +14.8% |
| SRLN SS Blackstone Sr Loan ETF | 0.11% | 23,205 | $965K | Add +15.0% |
| SGOV iShares 0-3 Month Treasury B | 0.11% | 9,351 | $942K | Reduce -21.1% |
| SUSB iShares ESG Aware 1-5 Year U | 0.10% | 34,866 | $882K | Add +4.6% |
| NUSC Nuveen ESG Small-Cap ETF | 0.10% | 19,675 | $868K | Add +8.9% |
| LRCX Lam Research Corp. | 0.10% | 6,210 | $832K | Reduce -2.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.10% | 13,769 | $815K | Add +18.8% |
| TMO Thermo Fisher Scientific Inc. | 0.09% | 1,643 | $797K | Reduce -4.3% |
Portfolio Sells Q2 2025 → Q3 2025
| MUB iShares National Muni Bond E | Reduce -7.1% | 2.52% | −0.50 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -7.5% | 2.63% | −0.31 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -6.0% | 2.18% | −0.31 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.29 |
| MBB iShares MBS ETF | Reduce -49.6% | 0.16% | −0.19 |
| IVV iShares Core S&P 500 ETF | Reduce -7.6% | 1.15% | −0.16 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -78.8% | 0.03% | −0.13 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.09 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −0.09 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.08 |
| IWS iShares Russell Mid-Cap Valu | Reduce -0.8% | 0.95% | −0.08 |
| SPTI SS SPDR P Int Term TSY ETF | Sold out | 0.00% | −0.07 |
| IUSV iShares Core S&P U.S. Value | Sold out | 0.00% | −0.07 |
| TFI SS SPDR N Ice Muni Bond ETF | Sold out | 0.00% | −0.07 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.06 |
| SGOV iShares 0-3 Month Treasury B | Reduce -21.1% | 0.11% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -5.7% | 0.33% | −0.05 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -24.2% | 0.12% | −0.05 |
| HYLB Xtrackers Usd High Yield Cor | Sold out | 0.00% | −0.04 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -7.3% | 0.19% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -17.7% | 0.12% | −0.04 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.03 |
| AXP American Express Co. | Reduce -4.0% | 0.24% | −0.03 |
| HYD Vaneck High Yield Muni ETF | Sold out | 0.00% | −0.03 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.03 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.03 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -29.7% | 0.05% | −0.03 |
| VGSH Vanguard Short-Term Treasury | Reduce -11.9% | 0.09% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -1.8% | 0.15% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -0.5% | 0.19% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -7.7% | 0.17% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.0% | 0.24% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -28.9% | 0.04% | −0.02 |
| IUSG iShares Core S&P U.S. Growth | Reduce -32.1% | 0.04% | −0.02 |
| VONV Vanguard Russell 1000 Value | Reduce -2.5% | 0.18% | −0.02 |
| HON Honeywell International Inc. | Reduce -1.8% | 0.06% | −0.02 |
| DGRO iShares Core Dividend Growth | Reduce -35.9% | 0.03% | −0.02 |
| EFV iShares MSCI Eafe Value ETF | Reduce -16.0% | 0.07% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.3% | 0.20% | −0.02 |
| LMBS First Trust Low Duration Opp | Reduce -6.5% | 0.08% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -33.1% | 0.03% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -7.9% | 0.06% | −0.02 |
| CRM Salesforce Inc. | Reduce -0.8% | 0.05% | −0.01 |
| OLED Universal Display Corp. | Reduce -16.0% | 0.03% | −0.01 |
| NOW ServiceNow Inc. | Reduce -2.7% | 0.05% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -1.1% | 0.08% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.1% | 0.21% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -4.7% | 0.04% | −0.01 |
| BSX Boston Scientific Corp. | Reduce -3.9% | 0.03% | −0.01 |
| ABT Abbott Laboratories | Reduce -3.7% | 0.05% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| VTEB Vanguard Tax-Exempt Bond ETF | Add +50.7% | 1.40% | +0.37 |
| JSCP JPMorgan Short Duration Core | Add +759.0% | 0.41% | +0.36 |
| VONG Vanguard Russell 1000 Growth | Add +62.0% | 0.78% | +0.28 |
| JPIE JPMorgan Income ETF | Add +126.0% | 0.47% | +0.23 |
| JIRE JPMorgan Int Res Enh Eqty | Add +799.9% | 0.25% | +0.22 |
| BBUS JPMorgan Betabuilders US Equ | Add +547.7% | 0.25% | +0.21 |
| AGG iShares Core U.S. Aggregate | Add +90.4% | 0.49% | +0.20 |
| JMUB JPMorgan Municipal ETF | New | 0.18% | +0.18 |
| AVLV Avantis US Large Cap Value | New | 0.17% | +0.17 |
| JGRO JPMorgan Active Growth ETF | New | 0.17% | +0.17 |
| AAPL Apple Inc. | Add +4.7% | 1.18% | +0.15 |
| XJUN FT Vest U.S. Equity Enhance | Add +33.4% | 0.81% | +0.14 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +10.2% | 3.44% | +0.13 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +9.7% | 2.35% | +0.12 |
| NYF iShares New York Muni Bond E | Add +17.9% | 1.74% | +0.11 |
| SOXX iShares Semiconductor ETF | Add +6.6% | 1.62% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +1.3% | 0.46% | +0.09 |
| BDYN iShares DYN Act ETF | New | 0.09% | +0.09 |
| IWR iShares Russell Mid-Cap ETF | Add +10.6% | 3.46% | +0.08 |
| SUSC iShares ESG Aware Usd Corpor | Add +35.9% | 0.45% | +0.08 |
| BDVL iShares DV Equity Active ETF | New | 0.08% | +0.08 |
| SPMD SS SPDR P S&P 400 Midcap ETF | New | 0.07% | +0.07 |
| IWF iShares Russell 1000 Growth | Add +4.9% | 3.35% | +0.07 |
| FIW First Trust Water ETF | New | 0.06% | +0.06 |
| SPEM State Street SP PTF Em ETF | Add +110.9% | 0.12% | +0.06 |
| NVDA Nvidia Corp. | Add +3.5% | 0.74% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | Add +9.0% | 9.46% | +0.05 |
| GRID First TRST Nasd Class Edg Sgiif | Add +7.5% | 1.55% | +0.05 |
| AVUV Avantis US Small Cap Value | New | 0.04% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +3.8% | 0.20% | +0.04 |
| IWD iShares Russell 1000 Value E | Add +8.8% | 5.26% | +0.03 |
| INTC Intel Corp. | New | 0.03% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +12.0% | 11.58% | +0.03 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.03% | +0.03 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.03% | +0.03 |
| GLD SPDR Gold Shares | New | 0.03% | +0.03 |
| CL Colgate-Palmolive Co. | New | 0.03% | +0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +26.4% | 0.16% | +0.03 |
| MRK Merck & Co. Inc. | New | 0.03% | +0.03 |
| IWX iShares Russell Top 200 Valu | New | 0.03% | +0.03 |
| RDDT Reddit Inc. Class A | New | 0.02% | +0.02 |
| XOM Exxon Mobil Corp. | New | 0.02% | +0.02 |
| VIOO Vanguard S&P Small-Cap 600 E | New | 0.02% | +0.02 |
| ESGD iShares Trust iShares ESG Aw | Add +15.0% | 0.38% | +0.02 |
| MARM Ftvestus Max Buff ETF March | Add +29.3% | 0.15% | +0.02 |
| OEF iShares S&P 100 ETF | Add +68.6% | 0.05% | +0.02 |
| ESGE iShares Inc. iShares ESG Awar | Add +15.2% | 0.16% | +0.02 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +19.0% | 0.18% | +0.02 |
| IGV iShares Expanded Tech-Softwa | Add +9.1% | 1.49% | +0.02 |
| IBB iShares Biotechnology ETF | Add +22.8% | 0.08% | +0.02 |
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 |