Legacy Edge Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Legacy Edge Advisors, LLC reported 223 stock positions worth $951.4 million. Its top holding was Vanguard Int-Term Corporate (VCIT) at 11.8% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 9.6%) and iShares Russell 1000 Value E (IWD, 5.0%). Compared with Q4 2025, it opened 17 new positions, sold out of 11, added to 72 and reduced 123. The biggest buy was Avantis US Small Cap Value (AVUV, shares +2578%) and the biggest sale iShares Expanded Tech-Softwa (IGV, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0002105396
- Portfolio Value
- $951.4M (Q1 2026)
- SEC Filing
- 0002105396-26-000002 ↗ filed May 11, 2026
Holdings Value
Holdings 223 stocks · $951.4M
| VCIT Vanguard Int-Term Corporate | 11.84% | 1,360,788 | $112.6M | Add +9.6% |
| IEFA iShares Core MSCI Eafe ETF | 9.58% | 1,006,724 | $91.1M | Add +4.1% |
| IWD iShares Russell 1000 Value E | 4.98% | 221,763 | $47.4M | Reduce -2.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 4.11% | 497,080 | $39.1M | Add +5.4% |
| IWR iShares Russell Mid-Cap ETF | 3.77% | 369,247 | $35.9M | Add +11.6% |
| MUB iShares National Muni Bond E | 2.92% | 261,266 | $27.7M | Add +10.0% |
| IWF iShares Russell 1000 Growth | 2.69% | 59,957 | $25.6M | Reduce -1.8% |
| FPEI First Trust Institutional PR | 2.43% | 1,214,315 | $23.1M | Add +8.1% |
| SUB iShares Short-Term National | 2.19% | 195,954 | $20.9M | Add +3.9% |
| JPIE JPMorgan Income ETF | 2.15% | 444,395 | $20.5M | Add +90.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.15% | 46,857 | $20.5M | Add +0.3% |
| QUAL iShares MSCI USA Quality Fac | 2.03% | 100,847 | $19.3M | Reduce -11.4% |
| SCHD Schwab US DVD Equity ETF | 2.02% | 627,512 | $19.3M | Reduce -10.5% |
| NYF iShares New York Muni Bond E | 1.96% | 350,771 | $18.6M | Add +19.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.92% | 93,130 | $18.3M | Reduce -6.6% |
| IYJ iShares U.S. Industrials ETF | 1.71% | 110,306 | $16.3M | Add +6.0% |
| GRID First TRST Nasd Class Edg Sgiif | 1.65% | 95,789 | $15.7M | Add +1.6% |
| SOXX iShares Semiconductor ETF | 1.60% | 46,414 | $15.3M | Reduce -8.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.54% | 303,000 | $14.6M | Reduce -32.8% |
| JEPI JPMorgan Equity Premium Inco | 1.45% | 243,427 | $13.8M | Reduce -6.0% |
| CIBR First Trust Nasdaq Cybersecu | 1.36% | 207,037 | $13.0M | Add +13.1% |
| MSFT Microsoft Corp. | 1.33% | 34,064 | $12.6M | Add +1.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.29% | 246,692 | $12.3M | Reduce -0.8% |
| AVUV Avantis US Small Cap Value | 1.22% | 104,994 | $11.6M | Add +2577.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.12% | 16,399 | $10.7M | Reduce -4.9% |
| AAPL Apple Inc. | 1.06% | 39,923 | $10.1M | Reduce -2.4% |
| IWP iShares Russell Mid-Cap Grow | 1.05% | 78,200 | $10.0M | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 0.98% | 14,299 | $9.3M | Reduce -5.3% |
| XLP SS Consumer Staples Sel Sect | 0.90% | 104,596 | $8.6M | Add +281.1% |
| IWS iShares Russell Mid-Cap Valu | 0.86% | 56,398 | $8.2M | Reduce -2.0% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.83% | 255,404 | $7.9M | Add +4.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.82% | 98,185 | $7.8M | Add +2861.8% |
| XJUN FT Vest U.S. Equity Enhance | 0.68% | 151,441 | $6.5M | Reduce -7.7% |
| VONG Vanguard Russell 1000 Growth | 0.66% | 57,507 | $6.3M | Add +0.4% |
| NVDA Nvidia Corp. | 0.64% | 34,714 | $6.1M | Add +2.0% |
| JTEK JPMorgan US Tech Leaders | 0.62% | 74,484 | $5.9M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.56% | 18,405 | $5.3M | Reduce -0.3% |
| IEMG iShares Core MSCI Emerging | 0.54% | 73,567 | $5.1M | Add +6.8% |
| SUSC iShares ESG Aware Usd Corpor | 0.53% | 218,857 | $5.1M | Add +27.5% |
| JSCP JPMorgan Short Duration Core | 0.51% | 102,068 | $4.8M | Add +14.7% |
| VOO Vanguard S&P 500 ETF | 0.49% | 7,771 | $4.6M | Reduce -2.4% |
| GOOGL Alphabet Inc. Class A | 0.49% | 16,092 | $4.6M | Reduce -1.2% |
| BBUS JPMorgan Betabuilders US Equ | 0.46% | 37,204 | $4.4M | Add +44.1% |
| ESGD iShares Trust iShares ESG Aw | 0.42% | 42,213 | $4.0M | Add +10.2% |
| AMZN Amazon.com Inc. | 0.42% | 18,975 | $4.0M | Reduce -0.1% |
| JIRE JPMorgan Int Res Enh Eqty | 0.37% | 45,908 | $3.5M | Add +18.2% |
| VEA Vanguard Ftse Developed ETF | 0.36% | 52,846 | $3.4M | Reduce -12.4% |
| IWM iShares Russell 2000 ETF | 0.35% | 13,238 | $3.3M | Reduce -0.7% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.34% | 71,441 | $3.3M | Add +4.9% |
| AVGO Broadcom Inc. | 0.28% | 8,684 | $2.7M | Reduce -1.6% |
| AVLV Avantis US Large Cap Value | 0.28% | 32,899 | $2.7M | Add +19.0% |
| JPM JPMorgan Chase & Co. | 0.28% | 8,893 | $2.6M | Reduce -0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 9,939 | $2.6M | Add +1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 5,318 | $2.5M | Reduce -0.4% |
| IWO iShares Russell 2000 Growth | 0.25% | 7,614 | $2.4M | Reduce -2.2% |
| JCPB JPMorgan Core Plus Bond ETF | 0.25% | 50,698 | $2.4M | New |
| AGG iShares Core U.S. Aggregate | 0.24% | 22,550 | $2.2M | Reduce -50.9% |
| JGRO JPMorgan Active Growth ETF | 0.23% | 25,922 | $2.2M | Add +21.5% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.23% | 23,868 | $2.2M | Add +8.5% |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 37,681 | $2.0M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 0.21% | 2,007 | $2.0M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 0.20% | 6,732 | $1.9M | Reduce -1.2% |
| IWN iShares Russell 2000 Value E | 0.20% | 9,864 | $1.9M | Reduce -0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 5,820 | $1.9M | Reduce -3.0% |
| ESGE iShares Inc. iShares ESG Awar | 0.19% | 38,950 | $1.8M | Add +11.7% |
| AXP American Express Co. | 0.19% | 5,855 | $1.8M | Reduce -0.7% |
| XLK SS Technology Select Sector | 0.19% | 13,269 | $1.8M | Add +26.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 3,038 | $1.8M | Add +1.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.18% | 37,073 | $1.7M | Add +17.7% |
| IWB iShares Russell 1000 ETF | 0.18% | 4,763 | $1.7M | Reduce -6.5% |
| JMUB JPMorgan Municipal ETF | 0.18% | 33,578 | $1.7M | Reduce -0.5% |
| VONV Vanguard Russell 1000 Value | 0.18% | 17,811 | $1.7M | Reduce -0.2% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.17% | 47,735 | $1.6M | Add +11.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.17% | 30,739 | $1.6M | Add +6.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.16% | 20,329 | $1.6M | Add +14.4% |
| JNJ Johnson & Johnson | 0.16% | 6,069 | $1.5M | Reduce -1.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.16% | 8,035 | $1.5M | Reduce -23.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.15% | 32,096 | $1.5M | Reduce -1.6% |
| MA Mastercard Inc. Class A | 0.15% | 2,823 | $1.4M | Reduce -1.8% |
| IGM iShares Expanded Tech Sector | 0.14% | 11,624 | $1.4M | Reduce -2.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.14% | 23,883 | $1.4M | Add +11.7% |
| META Meta Platforms Inc. Class A | 0.14% | 2,340 | $1.3M | Reduce -1.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.14% | 5,175 | $1.3M | Reduce -1.9% |
| V Visa Inc. Class A | 0.13% | 4,217 | $1.3M | Reduce -1.7% |
| IWY iShares Russell Top 200 Grow | 0.13% | 5,100 | $1.3M | Reduce -2.9% |
| MARM Ftvestus Max Buff ETF March | 0.13% | 37,638 | $1.3M | Reduce -4.8% |
| LRCX Lam Research Corp. | 0.13% | 5,698 | $1.2M | Reduce -5.4% |
| SUSB iShares ESG Aware 1-5 Year U | 0.13% | 47,827 | $1.2M | Add +22.2% |
| ABBV Abbvie Inc. | 0.12% | 5,392 | $1.2M | Reduce -2.6% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.12% | 19,606 | $1.2M | Add +46.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.12% | 3,812 | $1.2M | Reduce -1.1% |
| NUSC Nuveen ESG Small-Cap ETF | 0.12% | 25,358 | $1.1M | Add +23.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 4,988 | $1.1M | Reduce -28.9% |
| NFLX Netflix Inc. | 0.11% | 11,122 | $1.1M | Add +2.0% |
| SUSA iShares ESG Optimized MSCI U | 0.11% | 8,004 | $1.1M | Add +11.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.11% | 10,432 | $1.0M | Add +1.8% |
| SPEM State Street SP PTF Em ETF | 0.11% | 21,749 | $1.0M | Add +2.0% |
| HD Home Depot Inc. | 0.11% | 3,095 | $1.0M | Reduce -1.6% |
| VGT Vanguard Info Tech ETF | 0.10% | 1,402 | $978K | Add +3.4% |
| SCHG Schwab US Large-Cap Growth | 0.10% | 33,400 | $973K | Reduce -5.3% |
Portfolio Sells Q4 2025 → Q1 2026
| IGV iShares Expanded Tech-Softwa | Reduce -90.7% | 0.07% | −0.98 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -32.8% | 1.54% | −0.77 |
| IWF iShares Russell 1000 Growth | Reduce -1.8% | 2.69% | −0.48 |
| QUAL iShares MSCI USA Quality Fac | Reduce -11.4% | 2.03% | −0.44 |
| AGG iShares Core U.S. Aggregate | Reduce -50.9% | 0.24% | −0.27 |
| IWD iShares Russell 1000 Value E | Reduce -2.6% | 4.98% | −0.26 |
| JEPI JPMorgan Equity Premium Inco | Reduce -6.0% | 1.45% | −0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.9% | 1.12% | −0.17 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -6.6% | 1.92% | −0.16 |
| AAPL Apple Inc. | Reduce -2.4% | 1.06% | −0.15 |
| IVV iShares Core S&P 500 ETF | Reduce -5.3% | 0.98% | −0.15 |
| MBB iShares MBS ETF | Reduce -52.6% | 0.08% | −0.10 |
| XJUN FT Vest U.S. Equity Enhance | Reduce -7.7% | 0.68% | −0.09 |
| SCHD Schwab US DVD Equity ETF | Reduce -10.5% | 2.02% | −0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -0.8% | 1.29% | −0.08 |
| SOXX iShares Semiconductor ETF | Reduce -8.7% | 1.60% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 0.49% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 0.42% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -2.4% | 0.49% | −0.06 |
| VEA Vanguard Ftse Developed ETF | Reduce -12.4% | 0.36% | −0.06 |
| AXP American Express Co. | Reduce -0.7% | 0.19% | −0.05 |
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −0.05 |
| AVGO Broadcom Inc. | Reduce -1.6% | 0.28% | −0.05 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -23.9% | 0.16% | −0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -28.9% | 0.11% | −0.05 |
| C Citigroup Inc. | Sold out | 0.00% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -0.7% | 0.28% | −0.04 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -29.0% | 0.06% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Sold out | 0.00% | −0.03 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -1.8% | 0.15% | −0.03 |
| SLYG SS SPDR S&P 600 SC GR ETF | Sold out | 0.00% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -1.2% | 0.20% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.3% | 0.56% | −0.03 |
| V Visa Inc. Class A | Reduce -1.7% | 0.13% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -1.3% | 0.14% | −0.03 |
| IWB iShares Russell 1000 ETF | Reduce -6.5% | 0.18% | −0.03 |
| ESGU iShares ESG Aware MSCI USA | Reduce -42.2% | 0.03% | −0.03 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 0.27% | −0.03 |
| IWY iShares Russell Top 200 Grow | Reduce -2.9% | 0.13% | −0.03 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -22.8% | 0.06% | −0.03 |
| IEUR iShares Core MSCI Europe ETF | Sold out | 0.00% | −0.03 |
| IWS iShares Russell Mid-Cap Valu | Reduce -2.0% | 0.86% | −0.02 |
| IWO iShares Russell 2000 Growth | Reduce -2.2% | 0.25% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.0% | 0.20% | −0.02 |
| IGM iShares Expanded Tech Sector | Reduce -2.5% | 0.14% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -5.3% | 0.10% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.8% | 0.08% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| AVUV Avantis US Small Cap Value | Add +2577.7% | 1.22% | +1.18 |
| JPIE JPMorgan Income ETF | Add +90.2% | 2.15% | +0.97 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2861.8% | 0.82% | +0.79 |
| XLP SS Consumer Staples Sel Sect | Add +281.1% | 0.90% | +0.67 |
| JTEK JPMorgan US Tech Leaders | New | 0.62% | +0.62 |
| VCIT Vanguard Int-Term Corporate | Add +9.6% | 11.84% | +0.45 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +5.4% | 4.11% | +0.36 |
| IWR iShares Russell Mid-Cap ETF | Add +11.6% | 3.77% | +0.29 |
| JCPB JPMorgan Core Plus Bond ETF | New | 0.25% | +0.25 |
| NYF iShares New York Muni Bond E | Add +19.3% | 1.96% | +0.24 |
| MUB iShares National Muni Bond E | Add +10.0% | 2.92% | +0.13 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.1% | 9.58% | +0.11 |
| BBUS JPMorgan Betabuilders US Equ | Add +44.1% | 0.46% | +0.11 |
| SUSC iShares ESG Aware Usd Corpor | Add +27.5% | 0.53% | +0.09 |
| GRID First TRST Nasd Class Edg Sgiif | Add +1.6% | 1.65% | +0.07 |
| BBHY JPMorgan Betabuilders Usd Hi | New | 0.06% | +0.06 |
| XDEC FT Vest US Equity Enhance & | New | 0.06% | +0.06 |
| AVLV Avantis US Large Cap Value | Add +19.0% | 0.28% | +0.05 |
| JIRE JPMorgan Int Res Enh Eqty | Add +18.2% | 0.37% | +0.05 |
| JSCP JPMorgan Short Duration Core | Add +14.7% | 0.51% | +0.04 |
| XLC SS Comm Select Sector SPDR | New | 0.04% | +0.04 |
| FPEI First Trust Institutional PR | Add +8.1% | 2.43% | +0.04 |
| GOVT iShares US Treasury Bond ETF | New | 0.04% | +0.04 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +46.7% | 0.12% | +0.04 |
| IEMG iShares Core MSCI Emerging | Add +6.8% | 0.54% | +0.03 |
| SCHV Schwab US Large-Cap Value | New | 0.03% | +0.03 |
| COP Conocophillips | New | 0.03% | +0.03 |
| SCHR Schwab Intermediate-Term US | New | 0.03% | +0.03 |
| GEV GE Vernova Inc. | New | 0.03% | +0.03 |
| ESGD iShares Trust iShares ESG Aw | Add +10.2% | 0.42% | +0.03 |
| VIOO Vanguard S&P Small-Cap 600 E | New | 0.02% | +0.02 |
| BHP BHP Group Ltd.-Spon ADR | New | 0.02% | +0.02 |
| ESML iShares ESG Aware MSCI USA S | New | 0.02% | +0.02 |
| FPE FT-Preferred Secur & Inc. ETF | New | 0.02% | +0.02 |
| IYJ iShares U.S. Industrials ETF | Add +6.0% | 1.71% | +0.02 |
| BBSC JPMorgan Betabuilders US SC | New | 0.02% | +0.02 |
| TJX TJX Companies Inc. | New | 0.02% | +0.02 |
| NUSC Nuveen ESG Small-Cap ETF | Add +23.5% | 0.12% | +0.02 |
| EFG iShares MSCI Eafe Growth ETF | Add +56.5% | 0.06% | +0.02 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +17.7% | 0.18% | +0.02 |
| XLK SS Technology Select Sector | Add +26.0% | 0.19% | +0.02 |
| SHYM iShares Short Duration High | Add +45.2% | 0.07% | +0.02 |
| SUSB iShares ESG Aware 1-5 Year U | Add +22.2% | 0.13% | +0.02 |
| ESGE iShares Inc. iShares ESG Awar | Add +11.7% | 0.19% | +0.02 |
| JGRO JPMorgan Active Growth ETF | Add +21.5% | 0.23% | +0.01 |
| MMM 3M Co. | Add +58.3% | 0.04% | +0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +32.4% | 0.06% | +0.01 |
| NG Novagold Resources Inc. | New | 0.01% | +0.01 |
| MRK Merck & Co. Inc. | Add +19.6% | 0.04% | +0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +11.7% | 0.14% | +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 |