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Legacy Edge Advisors

Latest statistics and disclosures from Legacy Edge Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002105396

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Positions held by Legacy Edge Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Legacy Edge Advisors

Legacy Edge Advisors holds 217 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	11.4	$104M	1.2M	83.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	9.5	$87M	967k	89.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	5.2	$48M	228k	210.34	View chart
Ishares Msci Emrg Chn (EMXC)	3.8	$34M	472k	72.68	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	3.5	$32M	331k	96.27	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.2	$29M	61k	473.30	View chart
Ishares Tr National Mun Etf (MUB)	2.8	$25M	238k	107.11	View chart
Vanguard Index Fds Growth Etf (VUG)	2.5	$23M	47k	487.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.5	$23M	114k	198.62	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	2.4	$22M	1.1M	19.39	View chart
Spdr Series Trust State Street Spd (SPSM)	2.3	$21M	451k	46.86	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.2	$20M	189k	106.70	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.1	$19M	701k	27.43	View chart
Vanguard Index Fds Value Etf (VTV)	2.1	$19M	100k	190.99	View chart
Microsoft Corporation (MSFT)	1.8	$16M	34k	483.62	View chart
Ishares Tr New York Mun Etf (NYF)	1.7	$16M	294k	53.51	View chart
Ishares Tr Us Industrials (IYJ)	1.7	$15M	104k	148.17	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.7	$15M	51k	301.15	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.6	$15M	259k	57.24	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	1.6	$14M	94k	153.02	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.4	$13M	183k	71.45	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.4	$13M	249k	50.29	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$12M	17k	681.93	View chart
Apple (AAPL)	1.2	$11M	41k	271.86	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.2	$11M	234k	46.29	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.2	$11M	78k	136.94	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$10M	15k	684.93	View chart
Ishares Tr Expanded Tech (IGV)	1.1	$9.6M	91k	105.69	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.9	$8.1M	58k	141.05	View chart
Spdr Series Trust State Street Spd (FLRN)	0.8	$7.5M	246k	30.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.8	$7.0M	164k	42.95	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.8	$7.0M	57k	121.75	View chart
NVIDIA Corporation (NVDA)	0.7	$6.3M	34k	186.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$5.4M	19k	290.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$5.1M	16k	313.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$5.0M	8.0k	627.17	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$4.6M	69k	67.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$4.6M	46k	99.88	View chart
Amazon (AMZN)	0.5	$4.4M	19k	230.82	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.5	$4.2M	89k	47.56	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.4	$4.0M	172k	23.38	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$3.8M	60k	62.47	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.4	$3.6M	38k	95.09	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$3.3M	13k	246.16	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.3	$3.2M	26k	123.31	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.3	$3.1M	68k	45.05	View chart
Broadcom (AVGO)	0.3	$3.1M	8.8k	346.10	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.3	$2.9M	39k	74.88	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.9M	9.0k	322.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.7M	5.3k	502.65	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.5M	9.8k	257.95	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$2.5M	7.8k	323.02	View chart
American Express Company (AXP)	0.2	$2.2M	5.9k	369.93	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$2.2M	22k	97.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.1M	6.8k	313.81	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$2.1M	27k	77.68	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$2.1M	28k	75.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.0M	38k	53.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.0M	6.0k	335.27	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$2.0M	21k	92.80	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$1.9M	5.1k	373.44	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$1.9M	11k	177.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.8M	3.0k	614.32	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$1.8M	9.9k	181.21	View chart
Costco Wholesale Corporation (COST)	0.2	$1.7M	2.0k	862.53	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$1.7M	34k	50.50	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$1.7M	18k	95.22	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$1.6M	18k	92.30	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.6M	2.9k	570.88	View chart
Meta Platforms Cl A (META)	0.2	$1.6M	2.4k	660.09	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$1.5M	12k	129.16	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$1.5M	35k	44.17	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$1.5M	29k	52.77	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$1.5M	11k	143.97	View chart
Visa Com Cl A (V)	0.2	$1.5M	4.3k	350.71	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.5M	7.0k	211.79	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$1.5M	5.3k	279.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$1.5M	43k	34.26	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$1.5M	32k	46.54	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$1.5M	5.3k	276.94	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$1.4M	33k	44.41	View chart
Spdr Series Trust State Street Spd (SPLG)	0.2	$1.4M	18k	80.22	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$1.3M	40k	33.05	View chart
Johnson & Johnson (JNJ)	0.1	$1.3M	6.1k	206.95	View chart
Abbvie (ABBV)	0.1	$1.3M	5.5k	228.50	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$1.2M	21k	56.81	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.2M	3.9k	302.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.2M	35k	32.62	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$1.1M	10k	106.70	View chart
Home Depot (HD)	0.1	$1.1M	3.1k	344.13	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.0M	6.0k	171.18	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.0M	1.4k	753.79	View chart
Netflix (NFLX)	0.1	$1.0M	11k	93.76	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$1.0M	24k	41.27	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$998k	21k	46.81	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$997k	7.2k	139.34	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$988k	39k	25.24	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$962k	9.6k	100.38	View chart
Eli Lilly & Co. (LLY)	0.1	$961k	894.00	1074.72	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$917k	21k	44.65	View chart
Thermo Fisher Scientific (TMO)	0.1	$916k	1.6k	579.45	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$876k	2.8k	314.80	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$800k	13k	60.81	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$794k	4.7k	168.76	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$791k	3.7k	212.07	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$778k	13k	58.73	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$774k	13k	57.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$767k	6.2k	123.26	View chart
Qualcomm (QCOM)	0.1	$746k	4.4k	171.05	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$698k	14k	49.99	View chart
Blackrock Etf Trust Disciplined Vola	0.1	$671k	27k	24.80	View chart
Blackrock Etf Trust Dynamic Eqty Act	0.1	$651k	25k	25.61	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$641k	5.9k	108.64	View chart
Coca-Cola Company (KO)	0.1	$606k	8.7k	69.91	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$604k	7.8k	77.64	View chart
Morgan Stanley Com New (MS)	0.1	$584k	3.3k	177.53	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$582k	3.8k	154.14	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$582k	7.2k	81.17	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$566k	3.8k	148.98	View chart
Wal-Mart Stores (WMT)	0.1	$531k	4.8k	111.41	View chart
Parker-Hannifin Corporation (PH)	0.1	$527k	599.00	878.96	View chart
Caterpillar (CAT)	0.1	$526k	918.00	572.87	View chart
Tesla Motors (TSLA)	0.1	$523k	1.2k	449.72	View chart
Cisco Systems (CSCO)	0.1	$522k	6.8k	77.03	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$510k	2.3k	219.78	View chart
Pepsi (PEP)	0.1	$509k	3.5k	143.53	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.1	$508k	6.3k	80.81	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$505k	7.1k	71.41	View chart
Amgen (AMGN)	0.1	$503k	1.5k	327.31	View chart
Goldman Sachs (GS)	0.1	$491k	559.00	879.00	View chart
Texas Instruments Incorporated (TXN)	0.1	$490k	2.8k	173.50	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$489k	4.8k	101.67	View chart
Oracle Corporation (ORCL)	0.1	$486k	2.5k	194.91	View chart
Honeywell International (HON)	0.1	$485k	2.5k	195.09	View chart
Goldman Sachs Etf Tr Small Cap Equity (GSC)	0.1	$484k	8.9k	54.36	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$482k	1.4k	342.97	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$470k	3.3k	143.53	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$466k	5.8k	80.03	View chart
Procter & Gamble Company (PG)	0.1	$459k	3.2k	143.31	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$453k	1.0k	444.49	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.0	$441k	20k	22.22	View chart
salesforce (CRM)	0.0	$435k	1.6k	264.91	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$433k	2.1k	209.12	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$427k	7.8k	54.77	View chart
Lowe's Companies (LOW)	0.0	$423k	1.8k	241.16	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$422k	2.7k	155.12	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$417k	5.9k	70.41	View chart
Citigroup Com New (C)	0.0	$416k	3.6k	116.69	View chart
Spdr Series Trust State Street Spd (SHM)	0.0	$415k	8.7k	47.99	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$413k	3.7k	110.19	View chart
UnitedHealth (UNH)	0.0	$401k	1.2k	330.11	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$400k	3.9k	101.98	View chart
Blackrock (BLK)	0.0	$392k	366.00	1070.34	View chart
Abbott Laboratories (ABT)	0.0	$388k	3.1k	125.29	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$385k	972.00	396.31	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$385k	5.0k	77.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$385k	5.8k	66.00	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$383k	3.4k	113.91	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$380k	791.00	480.60	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$380k	3.2k	120.18	View chart
Bank of America Corporation (BAC)	0.0	$376k	6.8k	55.00	View chart
McKesson Corporation (MCK)	0.0	$368k	449.00	820.29	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$358k	3.7k	96.03	View chart
Chevron Corporation (CVX)	0.0	$351k	2.3k	152.41	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.0	$348k	7.8k	44.59	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$345k	7.2k	47.79	View chart
Entergy Corporation (ETR)	0.0	$344k	3.7k	92.43	View chart
Walt Disney Company (DIS)	0.0	$340k	3.0k	113.76	View chart
Raytheon Technologies Corp (RTX)	0.0	$339k	1.9k	183.40	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$339k	21k	16.43	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$331k	14k	23.37	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$330k	4.8k	69.42	View chart
Southern Copper Corporation (SCCO)	0.0	$329k	2.3k	143.47	View chart
Servicenow (NOW)	0.0	$328k	2.1k	153.19	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$316k	1.9k	167.94	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$314k	3.4k	93.08	View chart
Pfizer (PFE)	0.0	$314k	13k	24.90	View chart
Vanguard World Health Car Etf (VHT)	0.0	$312k	1.1k	287.85	View chart
International Business Machines (IBM)	0.0	$312k	1.1k	296.21	View chart
Analog Devices (ADI)	0.0	$311k	1.1k	271.20	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$301k	10k	30.07	View chart
CSX Corporation (CSX)	0.0	$294k	8.1k	36.25	View chart
Intel Corporation (INTC)	0.0	$290k	7.8k	36.90	View chart
Boston Scientific Corporation (BSX)	0.0	$287k	3.0k	95.35	View chart
Spdr Series Trust State Street Spd (SLYG)	0.0	$286k	3.0k	94.19	View chart
3M Company (MMM)	0.0	$282k	1.8k	160.10	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$282k	4.4k	64.42	View chart
Travelers Companies (TRV)	0.0	$281k	969.00	290.06	View chart
Exxon Mobil Corporation (XOM)	0.0	$280k	2.3k	120.36	View chart
Merck & Co (MRK)	0.0	$275k	2.6k	105.27	View chart
Ishares Tr Esg Select Scree (XJR)	0.0	$272k	6.4k	42.58	View chart
Ge Aerospace Com New (GE)	0.0	$266k	864.00	308.07	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$264k	3.3k	79.74	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.0	$262k	2.8k	91.86	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$258k	4.8k	53.83	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$255k	3.2k	80.74	View chart
Booking Holdings (BKNG)	0.0	$252k	47.00	5355.34	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$250k	4.8k	52.41	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.0	$248k	6.4k	38.56	View chart
Zoetis Cl A (ZTS)	0.0	$247k	2.0k	125.82	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$240k	1.6k	148.69	View chart
Northrop Grumman Corporation (NOC)	0.0	$236k	413.00	570.21	View chart
Southern Company (SO)	0.0	$234k	2.7k	87.20	View chart
Duke Energy Corp Com New (DUK)	0.0	$233k	2.0k	117.21	View chart
Verizon Communications (VZ)	0.0	$230k	5.7k	40.73	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$229k	3.2k	70.98	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.0	$229k	6.9k	33.30	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$228k	912.00	250.31	View chart
Applied Materials (AMAT)	0.0	$221k	860.00	256.99	View chart
Colgate-Palmolive Company (CL)	0.0	$208k	2.6k	79.02	View chart
Reddit Cl A (RDDT)	0.0	$208k	904.00	229.87	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$205k	1.3k	154.80	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$204k	6.2k	32.94	View chart
Flagstar Bank National Assoc Com New (FLG)	0.0	$204k	16k	12.59	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$203k	904.00	224.67	View chart
Philip Morris International (PM)	0.0	$203k	1.3k	160.40	View chart
Vale S A Sponsored Ads (VALE)	0.0	$176k	14k	13.03	View chart

Past Filings by Legacy Edge Advisors

SEC 13F filings are viewable for Legacy Edge Advisors going back to 2025

Legacy Edge Advisors 2025 Q4 filed Feb. 2, 2026

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