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Legacy Edge Advisors

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

Top 5 stock holdings are VCIT, IEFA, IWD, EMXC, IWR, and represent 34.28% of Legacy Edge Advisors's stock portfolio.
Added to shares of these 10 stocks: AVUV (+$11M), VCIT (+$9.8M), JPIE (+$9.7M), VCSH (+$7.5M), XLP (+$6.3M), JTEK (+$5.9M), IWR, IEFA, NYF, MUB.
Started 17 new stock positions in ESML, FPE, GEV, SCHR, BHP, XDEC, COP, XLC, BBSC, TJX. VIOO, BBHY, GOVT, SCHV, NG, JCPB, JTEK.
Reduced shares in these 10 stocks: SPSM (-$7.1M), IGV (-$6.6M), QUAL, AGG, SCHD, SOXX, VTV, IWD, JEPI, MBB.
Sold out of its positions in BKNG, BSX, C, FTEC, OEF, IEUR, RDDT, SLYG, SCHM, XLV. NOW.
Legacy Edge Advisors was a net buyer of stock by $50M.
Legacy Edge Advisors has $951M in assets under management (AUM), dropping by 4.14%.
Central Index Key (CIK): 0002105396

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Portfolio Holdings for Legacy Edge Advisors

Legacy Edge Advisors holds 223 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	11.8	$113M	+9%	1.4M	82.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	9.6	$91M	+4%	1.0M	90.53	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	5.0	$47M	-2%	222k	213.67	View chart
Ishares Msci Emrg Chn (EMXC)	4.1	$39M	+5%	497k	78.66	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	3.8	$36M	+11%	369k	97.23	View chart
Ishares Tr National Mun Etf (MUB)	2.9	$28M	+9%	261k	106.15	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.7	$26M		60k	426.40	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	2.4	$23M	+8%	1.2M	19.00	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.2	$21M	+3%	196k	106.50	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.2	$21M	+90%	444k	46.07	View chart
Vanguard Index Fds Growth Etf (VUG)	2.2	$21M		47k	436.79	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.0	$19M	-11%	101k	191.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.0	$19M	-10%	628k	30.68	View chart
Ishares Tr New York Mun Etf (NYF)	2.0	$19M	+19%	351k	53.12	View chart
Vanguard Index Fds Value Etf (VTV)	1.9	$18M	-6%	93k	196.20	View chart
Ishares Tr Us Industrials (IYJ)	1.7	$16M	+6%	110k	147.54	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	1.6	$16M		96k	163.58	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.6	$15M	-8%	46k	328.66	View chart
Spdr Series Trust State Street Spd (SPSM)	1.5	$15M	-32%	303k	48.32	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.5	$14M	-6%	243k	56.68	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	1.4	$13M	+13%	207k	62.68	View chart
Microsoft Corporation (MSFT)	1.3	$13M		34k	370.17	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$12M		247k	49.89	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.2	$12M	+2577%	105k	110.47	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$11M	-4%	16k	650.35	View chart
Apple (AAPL)	1.1	$10M	-2%	40k	253.79	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.1	$10M		78k	128.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$9.3M	-5%	14k	653.21	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.9	$8.6M	+281%	105k	81.98	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.9	$8.2M	-2%	56k	145.74	View chart
Spdr Series Trust State Street Spd (FLRN)	0.8	$7.9M	+4%	255k	30.78	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$7.8M	+2861%	98k	79.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.7	$6.5M	-7%	151k	42.96	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.7	$6.3M		58k	109.69	View chart
NVIDIA Corporation (NVDA)	0.6	$6.1M	+2%	35k	174.40	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.6	$5.9M	NEW	75k	79.54	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$5.3M		18k	287.18	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$5.1M	+6%	74k	69.75	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.5	$5.1M	+27%	219k	23.14	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.5	$4.8M	+14%	102k	47.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$4.6M	-2%	7.8k	597.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$4.6M		16k	287.56	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.5	$4.4M	+44%	37k	117.18	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.4	$4.0M	+10%	42k	95.62	View chart
Amazon (AMZN)	0.4	$4.0M		19k	208.27	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.4	$3.5M	+18%	46k	75.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$3.4M	-12%	53k	64.08	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$3.3M		13k	248.00	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.3	$3.3M	+4%	71k	45.50	View chart
Broadcom (AVGO)	0.3	$2.7M		8.7k	309.51	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$2.7M	+18%	33k	80.61	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.6M		8.9k	294.16	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.6M		9.9k	261.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.5M		5.3k	479.20	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$2.4M	-2%	7.6k	313.82	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$2.4M	NEW	51k	47.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$2.2M	-50%	23k	99.27	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$2.2M	+21%	26k	84.52	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$2.2M	+8%	24k	90.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.0M		38k	54.05	View chart
Costco Wholesale Corporation (COST)	0.2	$2.0M		2.0k	996.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.9M		6.7k	286.87	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$1.9M		9.9k	189.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.9M	-3%	5.8k	320.81	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$1.8M	+11%	39k	45.47	View chart
American Express Company (AXP)	0.2	$1.8M		5.9k	302.46	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$1.8M	+26%	13k	132.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.8M		3.0k	577.22	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$1.7M	+17%	37k	46.19	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$1.7M	-6%	4.8k	356.56	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$1.7M		34k	49.99	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$1.7M		18k	93.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$1.6M	+11%	48k	33.77	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$1.6M	+5%	31k	51.93	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$1.6M	+14%	20k	76.54	View chart
Johnson & Johnson (JNJ)	0.2	$1.5M		6.1k	244.44	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$1.5M	-23%	8.0k	184.28	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$1.5M		32k	45.65	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.4M		2.8k	499.66	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$1.4M	-2%	12k	118.51	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$1.4M	+11%	24k	56.58	View chart
Meta Platforms Cl A (META)	0.1	$1.3M		2.3k	572.13	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.3M		5.2k	257.35	View chart
Visa Com Cl A (V)	0.1	$1.3M		4.2k	302.24	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.3M	-2%	5.1k	248.84	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$1.3M	-4%	38k	33.48	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.2M	-5%	5.7k	213.66	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$1.2M	+22%	48k	25.07	View chart
Abbvie (ABBV)	0.1	$1.2M	-2%	5.4k	217.50	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$1.2M	+46%	20k	59.22	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.2M		3.8k	302.25	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$1.1M	+23%	25k	45.06	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.1M	-28%	5.0k	217.25	View chart
Netflix (NFLX)	0.1	$1.1M	+2%	11k	96.15	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$1.1M	+11%	8.0k	132.10	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$1.0M		10k	97.91	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$1.0M	+2%	22k	46.91	View chart
Home Depot (HD)	0.1	$1.0M		3.1k	328.92	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$978k	+3%	1.4k	697.73	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$973k	-5%	33k	29.13	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$863k	-10%	8.6k	100.66	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$859k	-12%	21k	40.14	View chart
Eli Lilly & Co. (LLY)	0.1	$822k		894.00	919.81	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$797k	-52%	8.4k	94.95	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$775k	-2%	4.6k	168.84	View chart
Thermo Fisher Scientific (TMO)	0.1	$732k	-5%	1.5k	491.53	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$699k		6.2k	113.11	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$696k		14k	49.81	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$691k	+13%	6.7k	103.13	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$681k	-90%	8.5k	80.05	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$668k	-13%	11k	58.54	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$660k	-16%	3.1k	211.15	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.1	$660k	+6%	27k	24.31	View chart
Coca-Cola Company (KO)	0.1	$656k		8.6k	76.05	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.1	$646k	-3%	26k	24.65	View chart
Caterpillar (CAT)	0.1	$638k		901.00	708.46	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.1	$635k	+45%	29k	22.02	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$598k		7.8k	76.83	View chart
Qualcomm (QCOM)	0.1	$597k	+6%	4.6k	128.78	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$591k	-22%	10k	58.18	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$590k	-28%	2.0k	298.85	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$587k	+56%	5.3k	111.36	View chart
Wal-Mart Stores (WMT)	0.1	$565k	-4%	4.5k	124.28	View chart
Pepsi (PEP)	0.1	$547k		3.5k	155.31	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$546k	+12%	5.4k	100.72	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$545k	+12%	3.7k	148.12	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$542k		5.8k	93.29	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$540k	+32%	5.0k	108.99	View chart
Texas Instruments Incorporated (TXN)	0.1	$538k		2.8k	194.15	View chart
Honeywell International (HON)	0.1	$536k	-4%	2.4k	226.03	View chart
Parker-Hannifin Corporation (PH)	0.1	$535k		598.00	895.24	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.1	$529k	NEW	12k	45.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$525k	NEW	13k	40.31	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$518k	-18%	5.9k	88.16	View chart
Amgen (AMGN)	0.1	$518k	-4%	1.5k	351.85	View chart
Morgan Stanley Com New (MS)	0.1	$504k	-6%	3.1k	164.57	View chart
Cisco Systems (CSCO)	0.1	$501k	-4%	6.5k	77.59	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.1	$489k		6.2k	79.09	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$487k	-2%	2.3k	215.06	View chart
Goldman Sachs Etf Tr Small Cap Equity (GSC)	0.1	$482k		8.8k	54.63	View chart
Procter & Gamble Company (PG)	0.1	$480k	+3%	3.3k	144.44	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$480k	-8%	6.5k	74.35	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$478k	+20%	7.2k	66.86	View chart
Chevron Corporation (CVX)	0.0	$473k		2.3k	206.90	View chart
Goldman Sachs (GS)	0.0	$458k	-3%	541.00	845.99	View chart
Tesla Motors (TSLA)	0.0	$430k		1.2k	371.75	View chart
Spdr Series Trust State Street Spd (SHM)	0.0	$430k	+3%	9.0k	47.83	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$428k	-2%	2.6k	161.73	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$426k		2.1k	205.80	View chart
Entergy Corporation (ETR)	0.0	$417k		3.7k	112.36	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$412k	+9%	23k	18.29	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$406k	-2%	997.00	407.67	View chart
3M Company (MMM)	0.0	$405k	+58%	2.8k	145.23	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$403k	NEW	3.6k	110.86	View chart
Southern Copper Corporation (SCCO)	0.0	$399k		2.3k	172.06	View chart
Lowe's Companies (LOW)	0.0	$396k	-4%	1.7k	236.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$393k		5.8k	67.53	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$390k	-10%	3.4k	114.99	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$390k		3.1k	124.31	View chart
McKesson Corporation (MCK)	0.0	$387k		447.00	865.36	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.0	$384k	+5%	8.3k	46.47	View chart
Exxon Mobil Corporation (XOM)	0.0	$377k	-4%	2.2k	169.66	View chart
Merck & Co (MRK)	0.0	$376k	+19%	3.1k	120.30	View chart
Analog Devices (ADI)	0.0	$365k		1.1k	318.14	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$365k		7.2k	50.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$363k	-13%	843.00	430.29	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$362k		3.7k	97.13	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$362k		781.00	463.22	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$358k	NEW	16k	22.91	View chart
Raytheon Technologies Corp (RTX)	0.0	$357k		1.8k	192.90	View chart
Oracle Corporation (ORCL)	0.0	$347k	-5%	2.4k	147.11	View chart
Blackrock (BLK)	0.0	$347k		361.00	961.71	View chart
Ge Aerospace Com New (GE)	0.0	$338k	+37%	1.2k	283.80	View chart
CSX Corporation (CSX)	0.0	$333k		8.1k	41.05	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$327k	-14%	6.6k	49.37	View chart
Pfizer (PFE)	0.0	$327k	-7%	12k	28.08	View chart
Bank of America Corporation (BAC)	0.0	$321k	-3%	6.6k	48.75	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.0	$317k	+20%	3.4k	92.67	View chart
Abbott Laboratories (ABT)	0.0	$314k		3.1k	102.67	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$310k	-42%	2.2k	141.42	View chart
Intel Corporation (INTC)	0.0	$306k	-11%	6.9k	44.13	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$302k	-22%	3.8k	78.41	View chart
Vanguard World Health Car Etf (VHT)	0.0	$296k		1.1k	272.33	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$292k		1.9k	155.11	View chart
Walt Disney Company (DIS)	0.0	$288k		3.0k	96.38	View chart
Verizon Communications (VZ)	0.0	$285k		5.7k	50.20	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$283k	-13%	12k	23.22	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$282k	NEW	9.2k	30.50	View chart
Travelers Companies (TRV)	0.0	$280k		959.00	291.68	View chart
UnitedHealth (UNH)	0.0	$276k	-16%	1.0k	270.59	View chart
International Business Machines (IBM)	0.0	$274k	+7%	1.1k	242.39	View chart
Ishares Tr Esg Select Scree (XJR)	0.0	$273k		6.3k	43.54	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$269k	+22%	1.1k	239.99	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$265k	-4%	4.6k	57.64	View chart
Northrop Grumman Corporation (NOC)	0.0	$265k	-6%	388.00	682.24	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$262k	-15%	2.8k	92.28	View chart
ConocoPhillips (COP)	0.0	$258k	NEW	2.0k	132.00	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$255k	NEW	10k	24.91	View chart
salesforce (CRM)	0.0	$253k	-17%	1.4k	186.67	View chart
Applied Materials (AMAT)	0.0	$252k	-14%	738.00	341.79	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$248k		4.8k	52.19	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$247k	-7%	2.9k	84.44	View chart
Ge Vernova (GEV)	0.0	$244k	NEW	280.00	872.90	View chart
Southern Company (SO)	0.0	$244k	-5%	2.5k	96.52	View chart
Duke Energy Corp Com New (DUK)	0.0	$241k	-7%	1.8k	130.94	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.0	$237k	+4%	7.2k	32.95	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$236k	+13%	7.0k	33.67	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$235k	NEW	2.0k	114.83	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$232k	-30%	3.3k	70.18	View chart
Colgate-Palmolive Company (CL)	0.0	$231k	+2%	2.7k	85.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$230k		1.6k	142.43	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.0	$227k	-2%	6.3k	36.22	View chart
Zoetis Cl A (ZTS)	0.0	$223k	-3%	1.9k	118.21	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$223k	NEW	4.7k	47.02	View chart
Bhp Billiton Sponsored Ads (BHP)	0.0	$222k	NEW	3.1k	72.74	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$221k	NEW	12k	17.75	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$219k	-26%	3.2k	68.14	View chart
Vale S A Sponsored Ads (VALE)	0.0	$215k		14k	15.91	View chart
Flagstar Bank National Assoc Com New (FLG)	0.0	$213k		16k	13.17	View chart
Philip Morris International (PM)	0.0	$205k		1.2k	165.34	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBSC)	0.0	$205k	NEW	2.7k	75.07	View chart
TJX Companies (TJX)	0.0	$201k	NEW	1.3k	159.70	View chart
Novagold Resources Com New (NG)	0.0	$103k	NEW	12k	8.98	View chart

Past Filings by Legacy Edge Advisors

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

Legacy Edge Advisors 2026 Q1 filed May 11, 2026
Legacy Edge Advisors 2025 Q4 filed Feb. 2, 2026

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