Legacy Edge Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Legacy Edge Advisors, LLC reported 217 stock positions worth $913.5 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 11.4% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 9.5%) and iShares Russell 1000 Value E (IWD, 5.2%). Compared with Q3 2025, it opened 17 new positions, sold out of 3, added to 104 and reduced 78. The biggest buy was JPMorgan Income ETF (JPIE, shares +174%) and the biggest sale iShares Expanded Tech-Softwa (IGV, shares −17%).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0002105396
- Portfolio Value
- $913.5M (Q4 2025)
- SEC Filing
- 0002105396-26-000001 ↗ filed Feb 2, 2026
Holdings Value
Holdings 217 stocks · $913.5M
| VCIT Vanguard Int-Term Corporate | 11.39% | 1,241,883 | $104.0M | Add +6.2% |
| IEFA iShares Core MSCI Eafe ETF | 9.47% | 966,892 | $86.5M | Add +5.2% |
| IWD iShares Russell 1000 Value E | 5.24% | 227,640 | $47.9M | Add +3.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 3.75% | 471,603 | $34.3M | Add +8.9% |
| IWR iShares Russell Mid-Cap ETF | 3.49% | 330,997 | $31.9M | Add +8.7% |
| IWF iShares Russell 1000 Growth | 3.16% | 61,059 | $28.9M | Add +0.6% |
| MUB iShares National Muni Bond E | 2.78% | 237,517 | $25.4M | Add +18.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.50% | 46,722 | $22.8M | Add +0.5% |
| QUAL iShares MSCI USA Quality Fac | 2.48% | 113,890 | $22.6M | Add +2.0% |
| FPEI First Trust Institutional PR | 2.38% | 1,123,229 | $21.8M | Add +7.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.31% | 450,872 | $21.1M | Add +4.9% |
| SUB iShares Short-Term National | 2.20% | 188,645 | $20.1M | Reduce -0.2% |
| SCHD Schwab US DVD Equity ETF | 2.11% | 701,321 | $19.2M | Add +0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.09% | 99,732 | $19.0M | Add +0.4% |
| MSFT Microsoft Corp. | 1.77% | 33,488 | $16.2M | Add +2.4% |
| NYF iShares New York Muni Bond E | 1.72% | 293,971 | $15.7M | Add +6.1% |
| IYJ iShares U.S. Industrials ETF | 1.69% | 104,036 | $15.4M | Add +6.1% |
| SOXX iShares Semiconductor ETF | 1.68% | 50,860 | $15.3M | Add +0.4% |
| JEPI JPMorgan Equity Premium Inco | 1.62% | 259,111 | $14.8M | Add +8.3% |
| GRID First TRST Nasd Class Edg Sgiif | 1.58% | 94,292 | $14.4M | Add +8.1% |
| CIBR First Trust Nasdaq Cybersecu | 1.43% | 183,006 | $13.1M | Add +5.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.37% | 248,704 | $12.5M | Add +5.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.29% | 17,252 | $11.8M | Add +6.6% |
| AAPL Apple Inc. | 1.22% | 40,887 | $11.1M | Add +3.7% |
| JPIE JPMorgan Income ETF | 1.18% | 233,624 | $10.8M | Add +174.0% |
| IWP iShares Russell Mid-Cap Grow | 1.17% | 78,188 | $10.7M | Add +1.7% |
| IVV iShares Core S&P 500 ETF | 1.13% | 15,092 | $10.3M | Add +3.7% |
| IGV iShares Expanded Tech-Softwa | 1.05% | 91,190 | $9.6M | Reduce -16.9% |
| IWS iShares Russell Mid-Cap Valu | 0.89% | 57,557 | $8.1M | Reduce -0.4% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.83% | 245,478 | $7.5M | Add +4.1% |
| XJUN FT Vest U.S. Equity Enhance | 0.77% | 164,080 | $7.0M | Add +0.3% |
| VONG Vanguard Russell 1000 Growth | 0.76% | 57,295 | $7.0M | Add +4.5% |
| NVDA Nvidia Corp. | 0.69% | 34,027 | $6.3M | Add +0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.59% | 18,452 | $5.4M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.56% | 16,288 | $5.1M | Add +1.1% |
| VOO Vanguard S&P 500 ETF | 0.55% | 7,960 | $5.0M | Reduce -1.5% |
| IEMG iShares Core MSCI Emerging | 0.51% | 68,858 | $4.6M | Add +15.4% |
| AGG iShares Core U.S. Aggregate | 0.50% | 45,891 | $4.6M | Add +9.8% |
| AMZN Amazon.com Inc. | 0.48% | 19,001 | $4.4M | Reduce -0.3% |
| JSCP JPMorgan Short Duration Core | 0.46% | 89,025 | $4.2M | Add +20.5% |
| SUSC iShares ESG Aware Usd Corpor | 0.44% | 171,611 | $4.0M | Add +5.7% |
| VEA Vanguard Ftse Developed ETF | 0.41% | 60,314 | $3.8M | Add +29.6% |
| ESGD iShares Trust iShares ESG Aw | 0.40% | 38,311 | $3.6M | Add +9.3% |
| IWM iShares Russell 2000 ETF | 0.36% | 13,331 | $3.3M | Add +1.4% |
| BBUS JPMorgan Betabuilders US Equ | 0.35% | 25,820 | $3.2M | Add +46.5% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.34% | 68,091 | $3.1M | Reduce -0.2% |
| AVGO Broadcom Inc. | 0.33% | 8,829 | $3.1M | Add +0.2% |
| JIRE JPMorgan Int Res Enh Eqty | 0.32% | 38,845 | $2.9M | Add +34.8% |
| JPM JPMorgan Chase & Co. | 0.32% | 8,951 | $2.9M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 5,338 | $2.7M | Add +6.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.28% | 9,769 | $2.5M | Add +1.4% |
| IWO iShares Russell 2000 Growth | 0.28% | 7,788 | $2.5M | Reduce -3.6% |
| AXP American Express Co. | 0.24% | 5,897 | $2.2M | Reduce -2.4% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.24% | 22,005 | $2.2M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 0.23% | 6,816 | $2.1M | Reduce -2.0% |
| XLP SS Consumer Staples Sel Sect | 0.23% | 27,447 | $2.1M | New |
| AVLV Avantis US Large Cap Value | 0.23% | 27,654 | $2.1M | Add +37.5% |
| VWO Vanguard Ftse Emerging Marke | 0.22% | 37,885 | $2.0M | Add +0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 6,002 | $2.0M | Add +17.7% |
| JGRO JPMorgan Active Growth ETF | 0.22% | 21,334 | $2.0M | Add +39.0% |
| IWB iShares Russell 1000 ETF | 0.21% | 5,092 | $1.9M | Reduce -0.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.21% | 10,564 | $1.9M | Add +32.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 2,995 | $1.8M | Reduce -0.8% |
| IWN iShares Russell 2000 Value E | 0.20% | 9,891 | $1.8M | Reduce -2.4% |
| COST Costco Wholesale Corp. | 0.19% | 2,015 | $1.7M | Add +0.3% |
| JMUB JPMorgan Municipal ETF | 0.19% | 33,759 | $1.7M | Add +11.2% |
| MBB iShares MBS ETF | 0.18% | 17,716 | $1.7M | Add +26.6% |
| VONV Vanguard Russell 1000 Value | 0.18% | 17,841 | $1.6M | Add +3.2% |
| MA Mastercard Inc. Class A | 0.18% | 2,875 | $1.6M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.17% | 2,370 | $1.6M | Add +32.9% |
| IGM iShares Expanded Tech Sector | 0.17% | 11,924 | $1.5M | Reduce -1.6% |
| ESGE iShares Inc. iShares ESG Awar | 0.17% | 34,860 | $1.5M | Add +8.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.17% | 29,001 | $1.5M | Add +7.0% |
| XLK SS Technology Select Sector | 0.17% | 10,530 | $1.5M | Add +5.0% |
| V Visa Inc. Class A | 0.16% | 4,288 | $1.5M | Add +0.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.16% | 7,016 | $1.5M | Add +39.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.16% | 5,276 | $1.5M | Reduce -0.5% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.16% | 42,857 | $1.5M | Reduce -5.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.16% | 31,496 | $1.5M | Reduce -6.4% |
| IWY iShares Russell Top 200 Grow | 0.16% | 5,250 | $1.5M | Reduce -5.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.16% | 32,613 | $1.4M | Add +1.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.16% | 17,774 | $1.4M | Reduce -2.6% |
| MARM Ftvestus Max Buff ETF March | 0.14% | 39,531 | $1.3M | Add +3.5% |
| JNJ Johnson & Johnson | 0.14% | 6,132 | $1.3M | Reduce -2.3% |
| ABBV Abbvie Inc. | 0.14% | 5,538 | $1.3M | Reduce -1.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.13% | 21,390 | $1.2M | Reduce -2.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.13% | 3,855 | $1.2M | Add +12.0% |
| SCHG Schwab US Large-Cap Growth | 0.13% | 35,287 | $1.2M | Add +15.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.12% | 10,244 | $1.1M | Add +4.8% |
| HD Home Depot Inc. | 0.12% | 3,147 | $1.1M | Reduce -1.0% |
| LRCX Lam Research Corp. | 0.11% | 6,025 | $1.0M | Reduce -3.0% |
| VGT Vanguard Info Tech ETF | 0.11% | 1,356 | $1.0M | Add +0.9% |
| NFLX Netflix Inc. | 0.11% | 10,899 | $1.0M | Add +15.6% |
| SRLN SS Blackstone Sr Loan ETF | 0.11% | 24,431 | $1.0M | Add +5.3% |
| SPEM State Street SP PTF Em ETF | 0.11% | 21,322 | $998K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.11% | 7,156 | $997K | Reduce -1.3% |
| SUSB iShares ESG Aware 1-5 Year U | 0.11% | 39,142 | $988K | Add +12.3% |
| SGOV iShares 0-3 Month Treasury B | 0.11% | 9,585 | $962K | Add +2.5% |
| LLY Eli Lilly & Co. | 0.11% | 894 | $961K | Add +0.1% |
| NUSC Nuveen ESG Small-Cap ETF | 0.10% | 20,531 | $917K | Add +4.3% |
Portfolio Sells Q3 2025 → Q4 2025
| IGV iShares Expanded Tech-Softwa | Reduce -16.9% | 1.05% | −0.43 |
| SUB iShares Short-Term National | Reduce -0.2% | 2.20% | −0.18 |
| IWS iShares Russell Mid-Cap Valu | Reduce -0.4% | 0.89% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -1.5% | 0.55% | −0.04 |
| ORCL Oracle Corp. | Reduce -7.2% | 0.05% | −0.04 |
| HD Home Depot Inc. | Reduce -1.0% | 0.12% | −0.03 |
| OLED Universal Display Corp. | Sold out | 0.00% | −0.03 |
| IWO iShares Russell 2000 Growth | Reduce -3.6% | 0.28% | −0.03 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.03 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -6.4% | 0.16% | −0.02 |
| VIOO Vanguard S&P Small-Cap 600 E | Sold out | 0.00% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -0.5% | 0.16% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 0.32% | −0.02 |
| IWY iShares Russell Top 200 Grow | Reduce -5.1% | 0.16% | −0.02 |
| BX Blackstone Inc. | Reduce -7.4% | 0.06% | −0.02 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -5.2% | 0.16% | −0.02 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -0.2% | 0.34% | −0.02 |
| IWN iShares Russell 2000 Value E | Reduce -2.4% | 0.20% | −0.01 |
| ABBV Abbvie Inc. | Reduce -1.4% | 0.14% | −0.01 |
| BDYN iShares DYN Act ETF | Reduce -11.5% | 0.07% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 0.48% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -0.1% | 0.18% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -0.5% | 0.21% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.6% | 0.16% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.8% | 0.20% | −0.01 |
| HON Honeywell International Inc. | Reduce -4.9% | 0.05% | −0.01 |
| IGM iShares Expanded Tech Sector | Reduce -1.6% | 0.17% | −0.01 |
| NOW ServiceNow Inc. | Reduce -0.9% | 0.04% | −0.01 |
| EFV iShares MSCI Eafe Value ETF | Reduce -14.7% | 0.06% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -11.9% | 0.05% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -11.0% | 0.05% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -2.1% | 0.13% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -5.5% | 0.03% | −0.01 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -4.5% | 0.09% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -13.4% | 0.03% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -0.9% | 0.05% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -1.6% | 0.09% | −0.01 |
| ABT Abbott Laboratories | Reduce -1.8% | 0.04% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.8% | 0.08% | −0.01 |
| SUSA iShares ESG Optimized MSCI U | Reduce -1.3% | 0.11% | −0.01 |
| VXF Vanguard Extended Market ETF | Reduce -5.6% | 0.05% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -1.5% | 0.04% | −0.01 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -6.0% | 0.05% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.9% | 0.04% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -5.0% | 0.05% | −0.01 |
| LMBS First Trust Low Duration Opp | Reduce -0.3% | 0.08% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -4.0% | 0.03% | −0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -4.4% | 0.04% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -1.6% | 0.08% | −0.01 |
| SO The Southern Co. | Reduce -1.8% | 0.03% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| JPIE JPMorgan Income ETF | Add +174.0% | 1.18% | +0.72 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +8.9% | 3.75% | +0.31 |
| MUB iShares National Muni Bond E | Add +18.4% | 2.78% | +0.27 |
| XLP SS Consumer Staples Sel Sect | New | 0.23% | +0.23 |
| BBUS JPMorgan Betabuilders US Equ | Add +46.5% | 0.35% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 0.56% | +0.10 |
| VEA Vanguard Ftse Developed ETF | Add +29.6% | 0.41% | +0.08 |
| JIRE JPMorgan Int Res Enh Eqty | Add +34.8% | 0.32% | +0.07 |
| ESGU iShares ESG Aware MSCI USA | New | 0.06% | +0.06 |
| SOXX iShares Semiconductor ETF | Add +0.4% | 1.68% | +0.06 |
| AVLV Avantis US Large Cap Value | Add +37.5% | 0.23% | +0.06 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.05% | +0.05 |
| JSCP JPMorgan Short Duration Core | Add +20.5% | 0.46% | +0.05 |
| SHYM iShares Short Duration High | New | 0.05% | +0.05 |
| JGRO JPMorgan Active Growth ETF | Add +39.0% | 0.22% | +0.05 |
| SHM SS SPDR N Ice St Muni ETF | New | 0.05% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +15.4% | 0.51% | +0.04 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +32.8% | 0.21% | +0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +39.6% | 0.16% | +0.04 |
| SCCO Southern Copper Corp. | New | 0.04% | +0.04 |
| AAPL Apple Inc. | Add +3.7% | 1.22% | +0.03 |
| SCHM Schwab US Mid Cap ETF | New | 0.03% | +0.03 |
| SLYG SS SPDR S&P 600 SC GR ETF | New | 0.03% | +0.03 |
| SLV iShares Silver Trust | New | 0.03% | +0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +51.3% | 0.10% | +0.03 |
| EWJ iShares MSCI Japan ETF | New | 0.03% | +0.03 |
| MBB iShares MBS ETF | Add +26.6% | 0.18% | +0.03 |
| GRID First TRST Nasd Class Edg Sgiif | Add +8.1% | 1.58% | +0.03 |
| DUK Duke Energy Corp. | New | 0.03% | +0.03 |
| IWR iShares Russell Mid-Cap ETF | Add +8.7% | 3.49% | +0.03 |
| IEUR iShares Core MSCI Europe ETF | New | 0.03% | +0.03 |
| LLY Eli Lilly & Co. | Add +0.1% | 0.11% | +0.02 |
| AMAT Applied Materials Inc. | New | 0.02% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +17.7% | 0.22% | +0.02 |
| XLV SS Health Care Select Sector | New | 0.02% | +0.02 |
| DFIS Dimensional International SM | New | 0.02% | +0.02 |
| FTEC Fidelity MSCI Info Tech Indx | New | 0.02% | +0.02 |
| VALE Vale SA-SP ADR | New | 0.02% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.6% | 1.29% | +0.02 |
| IVE iShares S&P 500 Value ETF | Add +30.7% | 0.09% | +0.02 |
| META Meta Platforms Inc. Class A | Add +32.9% | 0.17% | +0.02 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +31.3% | 0.08% | +0.02 |
| GLD SPDR Gold Shares | Add +53.3% | 0.04% | +0.02 |
| ESGD iShares Trust iShares ESG Aw | Add +9.3% | 0.40% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +8.3% | 1.62% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +15.3% | 0.13% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +5.2% | 9.47% | +0.01 |
| PAVE Global X US Infrastructure | Add +44.9% | 0.04% | +0.01 |
| DGRO iShares Core Dividend Growth | Add +42.2% | 0.04% | +0.01 |
| FIW First Trust Water ETF | Add +25.7% | 0.07% | +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 |