Legacy Edge Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2105396
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.1B
Holdings
239
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Legacy Edge Advisors, LLC disclosed 239 positions worth $1.1B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 25 new positions and exited 9. The portfolio is most concentrated in Other (90.5% of disclosed assets). All figures are sourced directly from Legacy Edge Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 2105396.
AI Fund Analysis
DiversifyingVANGUARD SCOTTSDALE FDS -
10.4% weight
Held 11 quarters
ISHARES TR - CORE MSCI EAF
9.1% weight
Held 11 quarters
ISHARES TR - RUS 1000 VAL
4.6% weight
Held 11 quarters
ISHARES INC - MSCI EMRG CH
4.2% weight
Held 11 quarters
ISHARES TR - RUS MID CAP E
3.9% weight
Held 11 quarters
ISHARES TR - CORE MSCI EAF
10 quarters accumulating
ISHARES TR - RUS MID CAP E
10 quarters accumulating
FIRST TR EXCH TRADED FD II
10 quarters accumulating
ISHARES TR - ESG AW MSCI E
10 quarters accumulating
J P MORGAN EXCHANGE TRADED
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
—Quality
$113.4M1,372,355 shISHARES TR - CORE MSCI EAFE
—Quality
$99.2M1,026,913 shISHARES TR - RUS 1000 VAL ETF
—Quality
$50.2M207,147 shISHARES INC - MSCI EMRG CHN
—Quality
$45.6M445,806 shISHARES TR - RUS MID CAP ETF
—Quality
$42.1M381,311 shISHARES TR - NATIONAL MUN ETF
—Quality
$30.3M281,933 shISHARES TR - RUS 1000 GRW ETF
—Quality
$30.0M241,524 shJ P MORGAN EXCHANGE TRADED F - INCOME ETF
—Quality
$29.4M637,747 shISHARES TR - ISHARES SEMICDTR
—Quality
$25.0M38,947 shFIRST TR EXCH TRADED FD III - INSTL PFD SECS
—Quality
$24.3M1,261,093 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $113.4M | 1,372,355 |
| ISHARES TR - CORE MSCI EAFE | — | $99.2M | 1,026,913 |
| ISHARES TR - RUS 1000 VAL ETF | — | $50.2M | 207,147 |
| ISHARES INC - MSCI EMRG CHN | — | $45.6M | 445,806 |
| ISHARES TR - RUS MID CAP ETF | — | $42.1M | 381,311 |
| ISHARES TR - NATIONAL MUN ETF | — | $30.3M | 281,933 |
| ISHARES TR - RUS 1000 GRW ETF | — | $30.0M | 241,524 |
| J P MORGAN EXCHANGE TRADED F - INCOME ETF | — | $29.4M | 637,747 |
| ISHARES TR - ISHARES SEMICDTR | — | $25.0M | 38,947 |
| FIRST TR EXCH TRADED FD III - INSTL PFD SECS | — | $24.3M | 1,261,093 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Legacy Edge Advisors, LLC's 239 positions.
Showing top 10 of 239 holdings.
Sector Allocation
Other
$984.8M
Technology
$54.0M
Financials
$19.8M
Consumer Discretionary
$9.0M
Healthcare
$6.7M
Industrials
$6.4M
Consumer Staples
$2.8M
Materials
$1.8M
Top Holdings — Legacy Edge Advisors, LLC (Q2 2026)
Top 150 of 239 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $113.4M | 10.4% | +1% | — |
| 2 | — | ISHARES TR - CORE MSCI EAFE | $99.2M | 9.1% | +2% | — |
| 3 | — | ISHARES TR - RUS 1000 VAL ETF | $50.2M | 4.6% | -7% | — |
| 4 | — | ISHARES INC - MSCI EMRG CHN | $45.6M | 4.2% | -10% | — |
| 5 | — | ISHARES TR - RUS MID CAP ETF | $42.1M | 3.9% | +3% | — |
| 6 | — | ISHARES TR - NATIONAL MUN ETF | $30.3M | 2.8% | +8% | — |
| 7 | — | ISHARES TR - RUS 1000 GRW ETF | $30.0M | 2.8% | +303% | — |
| 8 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $29.4M | 2.7% | +44% | — |
| 9 | — | ISHARES TR - ISHARES SEMICDTR | $25.0M | 2.3% | -16% | — |
| 10 | — | FIRST TR EXCH TRADED FD III - INSTL PFD SECS | $24.3M | 2.2% | +4% | — |
| 11 | — | VANGUARD INDEX FDS - GROWTH ETF | $24.0M | 2.2% | +495% | — |
| 12 | — | ISHARES TR - MSCI USA QLT FCT | $22.1M | 2.0% | -0% | — |
| 13 | — | ISHARES TR - SHRT NAT MUN ETF | $21.2M | 1.9% | +2% | — |
| 14 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $20.1M | 1.8% | +1% | — |
| 15 | — | VANGUARD INDEX FDS - VALUE ETF | $19.8M | 1.8% | -2% | — |
| 16 | — | ISHARES TR - NEW YORK MUN ETF | $19.7M | 1.8% | +4% | — |
| 17 | — | ISHARES TR - US INDUSTRIALS | $18.9M | 1.7% | +3% | — |
| 18 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $18.2M | 1.7% | -1% | — |
| 19 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $17.8M | 1.6% | -5% | — |
| 20 | — | SPDR SERIES TRUST - ST STR SP600 SML | $17.6M | 1.6% | +1% | — |
| 21 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $14.9M | 1.4% | +92% | — |
| 22 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $14.8M | 1.4% | +8% | — |
| 23 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $13.8M | 1.3% | +5% | — |
| 24 |  $MSFT | MICROSOFT CORP | $12.7M | 1.2% | -0% | 79.8 |
| 25 |  $AAPL | Apple Inc. | $12.5M | 1.1% | +9% | 76.4 |
| 26 |  $SPY | SPDR S&P 500 ETF TRUST | $12.5M | 1.1% | +2% | — |
| 27 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $11.9M | 1.1% | -5% | — |
| 28 | — | ISHARES TR - RUS MD CP GR ETF | $11.4M | 1.0% | -1% | — |
| 29 | — | J P MORGAN EXCHANGE TRADED F - U S TEC LEA ETF | $11.1M | 1.0% | +34% | — |
| 30 | — | ISHARES TR - CORE S&P500 ETF | $11.1M | 1.0% | +4% | — |
| 31 | — | ISHARES TR - RUS MDCP VAL ETF | $9.2M | 0.8% | -1% | — |
| 32 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $9.1M | 0.8% | +4% | — |
| 33 | — | ISHARES INC - CORE MSCI EMKT | $8.2M | 0.8% | +34% | — |
| 34 | — | SPDR SERIES TRUST - ST STR RATE ETF | $7.8M | 0.7% | -0% | — |
| 35 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $7.4M | 0.7% | +10% | — |
| 36 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $7.2M | 0.7% | -2% | — |
| 37 |  $NVDA | NVIDIA CORP | $6.8M | 0.6% | -2% | 85.9 |
| 38 |  $GOOG | Alphabet Inc. | $6.5M | 0.6% | +13% | 78.2 |
| 39 | — | VANGUARD INDEX FDS - MID CAP ETF | $5.9M | 0.5% | +299% | — |
| 40 | — | J P MORGAN EXCHANGE TRADED F - SHORT DURA CORE | $5.6M | 0.5% | +17% | — |
| 41 | — | ISHARES TR - ESG AWRE USD ETF | $5.5M | 0.5% | +8% | — |
| 42 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | $5.3M | 0.5% | +6% | — |
| 43 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $5.3M | 0.5% | -1% | — |
| 44 |  $AMZN | AMAZON COM INC | $4.5M | 0.4% | -1% | 68.7 |
| 45 | — | ISHARES TR - ESG AW MSCI EAFE | $4.4M | 0.4% | +1% | — |
| 46 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | $4.2M | 0.4% | +10% | — |
| 47 | — | ISHARES TR - RUSSELL 2000 ETF | $4.1M | 0.4% | +2% | — |
| 48 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $3.8M | 0.3% | +59% | — |
| 49 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $3.8M | 0.3% | -0% | — |
| 50 | — | NUSHARES ETF TR - NUVEEN ESG LRGVL | $3.4M | 0.3% | -4% | — |
| 51 |  $GOOGL | Alphabet Inc. | $3.4M | 0.3% | +41% | 78.2 |
| 52 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $3.3M | 0.3% | +9% | — |
| 53 |  $AVGO | Broadcom Inc. | $3.2M | 0.3% | -2% | 84.5 |
| 54 | — | VANGUARD INDEX FDS - SMALL CP ETF | $3.0M | 0.3% | +1% | — |
| 55 | — | ISHARES TR - RUS 2000 GRW ETF | $3.0M | 0.3% | +1% | — |
| 56 |  $JPM | JPMORGAN CHASE & CO | $2.9M | 0.3% | -1% | 70.7 |
| 57 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.8M | 0.3% | +5% | 73.8 |
| 58 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.8M | 0.3% | +28% | — |
| 59 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | $2.6M | 0.2% | -6% | — |
| 60 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.6M | 0.2% | +17% | — |
| 61 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $2.5M | 0.2% | -1% | — |
| 62 |  $LRCX | LAM RESEARCH CORP | $2.4M | 0.2% | -2% | 79.4 |
| 63 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $2.4M | 0.2% | -6% | — |
| 64 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.3M | 0.2% | +20% | 66.2 |
| 65 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $2.2M | 0.2% | -0% | — |
| 66 | — | ISHARES TR - CORE US AGGBD ET | $2.2M | 0.2% | -1% | — |
| 67 | — | ISHARES TR - RUS 2000 VAL ETF | $2.2M | 0.2% | -1% | — |
| 68 | — | ISHARES TR - CORE UNIVRSL USD | $2.1M | 0.2% | +24% | — |
| 69 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $2.1M | 0.2% | +23% | — |
| 70 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $2.0M | 0.2% | -4% | — |
| 71 |  $AXP | AMERICAN EXPRESS CO | $2.0M | 0.2% | -1% | 69.4 |
| 72 | — | ISHARES TR - RUS 1000 ETF | $2.0M | 0.2% | +0% | — |
| 73 | — | ISHARES TR - EXPND TEC SC ETF | $1.9M | 0.2% | +0% | — |
| 74 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $1.9M | 0.2% | -2% | — |
| 75 | — | SPDR SERIES TRUST - ST STR P500ETF | $1.8M | 0.2% | +0% | — |
| 76 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $1.7M | 0.2% | -1% | — |
| 77 |  $V | VISA INC. | $1.7M | 0.1% | +17% | 82.9 |
| 78 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $1.6M | 0.1% | +0% | — |
| 79 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $1.6M | 0.1% | -1% | — |
| 80 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | $1.5M | 0.1% | NEW | — |
| 81 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $1.5M | 0.1% | -4% | — |
| 82 |  $JNJ | JOHNSON & JOHNSON | $1.5M | 0.1% | -2% | 69 |
| 83 | — | SPDR SERIES TRUST - ST STR P400MID | $1.5M | 0.1% | +13% | — |
| 84 | — | SPDR SERIES TRUST - ST STR P500VAL | $1.5M | 0.1% | +2% | — |
| 85 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $1.4M | 0.1% | -11% | — |
| 86 |  $MA | Mastercard Inc | $1.4M | 0.1% | -4% | 85.1 |
| 87 | — | VANGUARD WORLD FD - INF TECH ETF | $1.4M | 0.1% | +711% | — |
| 88 | — | ISHARES TR - RUS TP200 GR ETF | $1.4M | 0.1% | -8% | — |
| 89 |  $ABBV | AbbVie Inc. | $1.4M | 0.1% | -0% | 72.6 |
| 90 |  $META | Meta Platforms, Inc. | $1.4M | 0.1% | +3% | 79.6 |
| 91 |  $NU | Nu Holdings Ltd. | $1.3M | 0.1% | +2% | — |
| 92 | — | ISHARES TR - ESG AWRE 1 5 YR | $1.3M | 0.1% | +12% | — |
| 93 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $1.3M | 0.1% | -5% | — |
| 94 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $1.2M | 0.1% | +0% | — |
| 95 | — | ISHARES TR - ESG OPTIMIZED | $1.2M | 0.1% | -3% | — |
| 96 | — | SPDR SERIES TRUST - ST STR P500GRW | $1.2M | 0.1% | -3% | — |
| 97 |  $MS | MORGAN STANLEY | $1.2M | 0.1% | +85% | 75.8 |
| 98 | — | FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M | $1.2M | 0.1% | -9% | — |
| 99 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $1.1M | 0.1% | +1% | — |
| 100 |  $LLY | ELI LILLY & Co | $1.1M | 0.1% | +3% | 87.5 |
| 101 |  $HD | HOME DEPOT, INC. | $1.1M | 0.1% | -1% | 60.3 |
| 102 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.1M | 0.1% | -6% | — |
| 103 |  $CAT | CATERPILLAR INC | $929,658 | 0.1% | -3% | 66.5 |
| 104 | — | ISHARES TR - ISHARES BIOTECH | $921,230 | 0.1% | +6% | — |
| 105 |  $NFLX | NETFLIX INC | $872,080 | 0.1% | +10% | 78.8 |
| 106 |  $QCOM | QUALCOMM INC/DE | $853,730 | 0.1% | -0% | 70.5 |
| 107 | — | ISHARES TR - S&P 500 GRWT ETF | $843,747 | 0.1% | -1% | — |
| 108 | — | BLACKROCK ETF TRUST II - SHOR DURA HI ETF | $840,483 | 0.1% | +30% | — |
| 109 | — | ISHARES TR - 0-3 MTH TREASURY | $837,977 | 0.1% | -3% | — |
| 110 |  $INTC | INTEL CORP | $830,240 | 0.1% | -14% | 45.6 |
| 111 |  $TXN | TEXAS INSTRUMENTS INC | $824,821 | 0.1% | -0% | 73.4 |
| 112 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETF | $741,012 | 0.1% | +1% | — |
| 113 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $740,509 | 0.1% | -1% | 65.1 |
| 114 |  $CSCO | CISCO SYSTEMS, INC. | $734,360 | 0.1% | -3% | 70.3 |
| 115 | — | BLACKROCK ETF TRUST - DYNAMIC EQTY ACT | $715,433 | 0.1% | -5% | — |
| 116 | — | ISHARES TR - MBS ETF | $713,910 | 0.1% | -10% | — |
| 117 |  $KO | COCA COLA CO | $712,646 | 0.1% | +2% | 69.5 |
| 118 | — | BLACKROCK ETF TRUST - DISC VOLA EQ ETF | $707,950 | 0.1% | +4% | — |
| 119 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | $695,476 | 0.1% | +0% | — |
| 120 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $694,178 | 0.1% | +0% | — |
| 121 | — | ISHARES TR - EAFE GRWTH ETF | $680,535 | 0.1% | +4% | — |
| 122 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $679,222 | 0.1% | +0% | — |
| 123 | — | J P MORGAN EXCHANGE TRADED F - BET USD HIG ETF | $659,896 | 0.1% | +24% | — |
| 124 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $646,602 | 0.1% | -3% | — |
| 125 | — | ISHARES TR - S&P 500 VAL ETF | $638,720 | 0.1% | -10% | — |
| 126 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $624,204 | 0.1% | +16% | — |
| 127 | — | ISHARES TR - EXPANDED TECH | $606,658 | 0.1% | -21% | — |
| 128 |  $GS | GOLDMAN SACHS GROUP INC | $602,830 | 0.1% | -1% | 73.5 |
| 129 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $601,983 | 0.1% | +18% | — |
| 130 |  $PH | Parker-Hannifin Corp | $584,916 | 0.1% | +0% | 65.8 |
| 131 | — | VANGUARD SCOTTSDALE FDS - TOTAL CORP BND | $568,704 | 0.1% | -5% | — |
| 132 |  $FLEX | FLEX LTD. | $556,155 | 0.1% | +0% | — |
| 133 |  $RIO | RIO TINTO PLC | $551,828 | 0.1% | +0% | — |
| 134 |  $IVZ | Invesco Ltd. | $547,252 | 0.1% | +11% | — |
| 135 | — | ISHARES TR - IBOXX INV CP ETF | $532,262 | 0.1% | -2% | — |
| 136 | $GS | GOLDMAN SACHS GROUP INC | $531,981 | 0.1% | -3% | 73.5 |
| 137 |  $MRK | Merck & Co., Inc. | $526,882 | 0.1% | +31% | 59.9 |
| 138 |  $AMGN | AMGEN INC | $519,280 | 0.1% | -3% | 79.2 |
| 139 |  $PG | PROCTER & GAMBLE Co | $508,401 | 0.1% | +4% | 64.6 |
| 140 |  $AMAT | APPLIED MATERIALS INC /DE | $496,701 | 0.1% | -7% | 72.3 |
| 141 |  $WMT | Walmart Inc. | $490,661 | 0.1% | -5% | 60.2 |
| 142 |  $PEP | PEPSICO INC | $476,248 | 0.0% | -0% | 63.4 |
| 143 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $472,777 | 0.0% | -19% | — |
| 144 | — | ISHARES TR - CORE S&P SCP ETF | $464,655 | 0.0% | +0% | — |
| 145 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $464,372 | 0.0% | -5% | — |
| 146 |  $TSLA | Tesla, Inc. | $463,922 | 0.0% | -5% | 53.9 |
| 147 |  $ADI | ANALOG DEVICES INC | $455,554 | 0.0% | +0% | 79.2 |
| 148 | — | ISHARES TR - CORE S&P MCP ETF | $453,947 | 0.0% | +1% | — |
| 149 | — | FIRST TR EXCHANGE-TRADED FD - NAS CLNEDG GREEN | $447,513 | 0.0% | -12% | — |
| 150 |  $GE | GENERAL ELECTRIC CO | $445,159 | 0.0% | +0% | 73.8 |
New Positions (25)
FIRST TR EXCHANGE-TRADED FD - VEST LADDERED$1.5M
$AMD ADVANCED MICRO DEVICES INC$342,737
$C CITIGROUP INC$287,898
$NKE NIKE, Inc.$283,548 VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF$280,954
BLACKROCK ETF TRUST - ISHA SYST AL ETF$270,626
$ELV Elevance Health, Inc.$258,722
$HONA Honeywell Aerospace Inc.$253,137
$CARR CARRIER GLOBAL Corp$251,444 BLACKROCK ETF TRUST II - ISHA GLO USD ETF$246,823
$DAL DELTA AIR LINES, INC.$234,150 BLACKROCK ETF TRUST - ISHA LA CORE ETF$231,501
$BNY Bank of New York Mellon Corp$222,989 FIDELITY COVINGTON TRUST - MSCI INFO TECH I$220,753
ISHARES TR - HDG MSCI EAFE$220,641
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