Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Legacy Edge Advisors

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

Top 5 stock holdings are VCIT, IEFA, IWR, IWD, IEMG, and represent 30.23% of Legacy Edge Advisors's stock portfolio.
Added to shares of these 10 stocks: IEMG (+$27M), VGLT (+$26M), ACYN (+$13M), VCIT (+$12M), VTEB (+$9.8M), IWF, IEFA, JPIE, IWR, FPEI.
Started 23 new stock positions in USHY, CRWD, XLV, VGLT, WCMI, EMB, JMSI, XOM, IGIB, HYD. IXN, NG, Dimensional Etf Trust, VRP, ACWX, HIMU, VTG, BBJP, USIG, BIV, SCHM, CORO, SHM.
Reduced shares in these 10 stocks: EMXC (-$29M), VCSH (-$14M), IWD (-$12M), MUB (-$6.8M), VTV, CIBR, VUG, SOXX, MSFT, VONG.
Sold out of its positions in CARR, Exxon Mobil Corporation, HONA, MTUM, KLAC, MU, NKE, BOND, MUNI, GLD. SRLN, SO, STX.
Legacy Edge Advisors was a net buyer of stock by $55M.
Legacy Edge Advisors has $1.1B in assets under management (AUM), dropping by 3.74%.
Central Index Key (CIK): 0002105396

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Legacy Edge Advisors

Legacy Edge Advisors holds 249 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	10.6	$120M	+11%	1.5M	78.31	View chart
Ishares Tr Core Msci Eafe (IEFA)	9.2	$104M	+4%	1.1M	96.88	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	3.8	$43M	+4%	400k	106.71	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.5	$40M	-22%	160k	247.93	View chart
Ishares Core Msci Emkt (IEMG)	3.1	$35M	+341%	436k	81.16	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.1	$35M	+14%	276k	125.26	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.9	$33M	+13%	724k	44.89	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	2.3	$26M	NEW	526k	50.14	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	2.2	$25M	+7%	1.4M	18.44	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	2.1	$24M	-5%	262k	90.11	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.1	$23M	+3%	104k	222.24	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.9	$22M	+5%	210k	104.54	View chart
Ishares Tr National Mun Etf (MUB)	1.9	$22M	-23%	215k	101.10	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.9	$21M	+88%	442k	47.36	View chart
Ishares Tr Ishares Semicdtr (SOXX)	1.9	$21M	-5%	37k	568.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.8	$21M		642k	32.53	View chart
Ishares Tr Us Industrials (IYJ)	1.6	$18M	+5%	120k	153.37	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	1.6	$18M	-11%	175k	103.09	View chart
Ishares Tr New York Mun Etf (NYF)	1.6	$18M	-4%	349k	50.52	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	1.5	$17M	+2%	314k	52.86	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	1.5	$17M	-16%	76k	216.08	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	1.5	$17M		93k	177.11	View chart
Microsoft Corporation (MSFT)	1.5	$16M	-5%	32k	512.90	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.5	$16M	+11%	292k	56.22	View chart
Ishares Msci Emrg Chn (EMXC)	1.3	$15M	-66%	150k	99.08	View chart
Apple (AAPL)	1.3	$15M		44k	333.02	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	1.3	$14M	+830%	684k	20.86	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.2	$14M	+6%	118k	117.77	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.2	$13M	+2%	17k	762.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$12M		15k	765.83	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.9	$10M	-3%	75k	137.68	View chart
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)	0.9	$10M	-2%	98k	105.19	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.8	$9.6M	+8%	119k	80.60	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.8	$8.7M	-2%	54k	160.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.8	$8.5M	+13%	189k	45.32	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.7	$7.9M		255k	30.84	View chart
NVIDIA Corporation (NVDA)	0.7	$7.8M		34k	228.38	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.6	$6.8M	+24%	49k	137.58	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.6	$6.4M	+16%	139k	45.98	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.6	$6.3M	-13%	49k	128.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$6.3M		18k	344.08	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.5	$6.0M	+16%	275k	21.95	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.5	$5.8M		75k	78.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$5.7M	+5%	8.1k	700.83	View chart
Amazon (AMZN)	0.4	$4.7M		19k	249.15	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.4	$4.7M	+6%	45k	103.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$4.5M	+21%	64k	70.61	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.3	$3.8M	-8%	46k	82.16	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$3.7M		13k	277.89	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$3.7M	+13%	40k	90.44	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$3.4M	-7%	75k	44.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$3.2M		9.5k	340.75	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.3	$3.2M	+14%	8.6k	374.24	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.3	$3.2M	-12%	61k	52.65	View chart
Broadcom (AVGO)	0.3	$3.0M		8.5k	351.19	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$3.0M	+42%	32k	94.54	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.3	$2.9M	+18%	31k	96.58	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.9M		8.8k	330.84	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.3	$2.9M		10k	284.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$2.8M	+5%	3.8k	739.85	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$2.8M	+13%	14k	195.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.8M		5.5k	497.95	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$2.7M	-3%	7.5k	356.88	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$2.6M		23k	113.69	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$2.5M	+29%	23k	108.70	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.3M	+2%	39k	59.31	View chart
Costco Wholesale Corporation (COST)	0.2	$2.2M		2.4k	910.51	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$2.1M	+5%	40k	54.16	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$2.1M	+4%	48k	44.09	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$2.1M	+28%	41k	50.21	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.2	$2.0M	+13%	53k	37.47	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$2.0M		12k	169.04	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$1.9M		4.7k	416.13	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$1.9M		41k	47.58	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$1.9M	-7%	9.0k	209.45	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$1.8M		20k	89.76	View chart
Lam Research Corp Com New (LRCX)	0.2	$1.8M		5.5k	328.51	View chart
Visa Com Cl A (V)	0.2	$1.8M		4.9k	359.33	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$1.7M	+25%	5.9k	294.91	View chart
Meta Platforms Cl A (META)	0.2	$1.7M		2.4k	725.18	View chart
American Express Company (AXP)	0.1	$1.7M	-5%	5.5k	304.08	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$1.6M	+13%	25k	63.04	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	0.1	$1.6M	+8%	5.4k	292.10	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$1.6M	+13%	31k	50.79	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.1	$1.6M		7.9k	195.53	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$1.5M	+3%	25k	61.13	View chart
Johnson & Johnson (JNJ)	0.1	$1.5M	-2%	5.8k	264.74	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.5M		2.7k	551.47	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.4M		11k	125.67	View chart
Abbvie (ABBV)	0.1	$1.4M	-2%	5.3k	261.61	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.1	$1.3M	+6%	3.8k	337.83	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$1.3M		26k	48.52	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$1.3M		10k	123.08	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.3M	+11%	35k	35.93	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$1.2M		7.9k	155.68	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$1.2M	+7%	24k	51.76	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.2M	+83%	10k	119.83	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$1.2M		34k	34.57	View chart
J P Morgan Exchange Traded F Bet Usd Hig Etf (BBHY)	0.1	$1.2M	+82%	26k	44.37	View chart
Eli Lilly & Co. (LLY)	0.1	$1.1M		931.00	1157.14	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$1.1M	-8%	4.6k	231.03	View chart
Morgan Stanley Com New (MS)	0.1	$1.1M		5.6k	188.08	View chart
Flexshares Tr Nrtrn Tr Qlt Div (QDF)	0.1	$1.0M	+88%	12k	90.24	View chart
Thermo Fisher Scientific (TMO)	0.1	$996k		1.5k	675.05	View chart
J P Morgan Exchange Traded F Sust Muni In Etf (JMSI)	0.1	$995k	NEW	21k	47.20	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$936k	-8%	4.4k	210.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$892k	+2%	6.3k	142.26	View chart
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)	0.1	$891k	+11%	42k	21.38	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.1	$871k	NEW	11k	78.50	View chart
Qualcomm (QCOM)	0.1	$851k		4.6k	184.04	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$849k	+121%	5.1k	166.80	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.1	$834k	NEW	19k	44.45	View chart
Netflix (NFLX)	0.1	$819k	-3%	12k	69.58	View chart
Home Depot (HD)	0.1	$812k	-6%	2.9k	284.52	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$777k	+14%	8.7k	89.62	View chart
Texas Instruments Incorporated (TXN)	0.1	$775k		2.8k	280.11	View chart
Coca-Cola Company (KO)	0.1	$772k	+2%	9.0k	86.08	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$749k	-10%	7.4k	100.68	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$746k	+112%	34k	21.87	View chart
Cisco Systems (CSCO)	0.1	$744k	+10%	6.9k	107.63	View chart
Intel Corporation (INTC)	0.1	$734k	+2%	6.1k	120.23	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.1	$718k		26k	27.84	View chart
Blackrock Etf Trust Disc Vola Eq Etf (BDVL)	0.1	$718k		28k	26.12	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$715k	-95%	9.3k	77.25	View chart
Caterpillar (CAT)	0.1	$714k		880.00	810.79	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.1	$695k		2.0k	351.85	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$687k	-2%	9.9k	69.26	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$677k		14k	48.46	View chart
Merck & Co (MRK)	0.1	$675k	+13%	4.6k	145.32	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$647k	-7%	6.2k	103.78	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$625k	-2%	2.7k	228.28	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$593k	+39%	5.3k	110.97	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$592k	-3%	2.5k	233.31	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.1	$591k	NEW	13k	46.65	View chart
Amgen (AMGN)	0.1	$586k	-3%	1.4k	421.51	View chart
Southern Copper Corporation (SCCO)	0.1	$586k	+23%	2.9k	202.64	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$566k		2.4k	231.63	View chart
Parker-Hannifin Corporation (PH)	0.0	$557k	-2%	583.00	955.42	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$547k		5.8k	94.17	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$540k		8.0k	67.83	View chart
Goldman Sachs Etf Tr Smal Cap Equ Etf (GSC)	0.0	$539k		8.7k	61.89	View chart
Blackrock Etf Trust Isha Flex Eq Etf (BFLX)	0.0	$537k	+147%	21k	25.68	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$517k	-27%	4.9k	106.48	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$509k	NEW	11k	48.03	View chart
Procter & Gamble Company (PG)	0.0	$492k	-2%	3.4k	145.28	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$491k	NEW	6.7k	72.86	View chart
Goldman Sachs (GS)	0.0	$475k		527.00	900.36	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$468k	+4%	6.0k	78.10	View chart
Analog Devices (ADI)	0.0	$455k		1.1k	396.71	View chart
Wal-Mart Stores (WMT)	0.0	$452k		4.3k	103.92	View chart
Chevron Corporation (CVX)	0.0	$450k	-2%	2.2k	204.21	View chart
3M Company (MMM)	0.0	$440k		2.7k	164.15	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$439k	NEW	9.0k	48.71	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.0	$436k	+23%	9.0k	48.27	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$434k	+24%	26k	17.00	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$432k	+8%	849.00	508.58	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$432k	-5%	5.1k	85.47	View chart
Pepsi (PEP)	0.0	$428k	-3%	3.4k	126.73	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$421k	+22%	5.0k	84.42	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$413k	-2%	5.7k	71.95	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$403k	-19%	3.9k	102.18	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$398k	-69%	16k	24.43	View chart
CSX Corporation (CSX)	0.0	$391k	+3%	8.4k	46.51	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$390k	-15%	2.5k	155.19	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$387k		3.7k	103.89	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$383k	-40%	6.7k	57.56	View chart
Tesla Motors (TSLA)	0.0	$377k	-3%	1.1k	354.81	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.0	$377k	+53%	7.5k	50.10	View chart
Vanguard Malvern Fds Total Treasury (VTG)	0.0	$376k	NEW	5.2k	72.24	View chart
UnitedHealth (UNH)	0.0	$374k		1.0k	367.08	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$371k		7.1k	52.50	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.0	$371k	NEW	20k	19.08	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$371k		3.3k	112.09	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.0	$369k	NEW	2.3k	162.75	View chart
Applied Materials (AMAT)	0.0	$367k	+4%	717.00	511.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$361k	-15%	2.7k	136.04	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.0	$361k		3.3k	109.53	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$361k	-13%	2.2k	166.98	View chart
McKesson Corporation (MCK)	0.0	$359k		420.00	853.81	View chart
Bank of America Corporation (BAC)	0.0	$358k		6.6k	54.43	View chart
Advanced Micro Devices (AMD)	0.0	$355k		581.00	611.76	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$355k	NEW	7.0k	50.35	View chart
Ge Aerospace Com New (GE)	0.0	$354k	-4%	1.1k	312.32	View chart
Travelers Companies (TRV)	0.0	$353k		989.00	356.51	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$351k	+22%	16k	22.10	View chart
Abbott Laboratories (ABT)	0.0	$351k		3.5k	98.83	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.0	$349k	NEW	9.6k	36.35	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$349k	+29%	2.1k	166.28	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$347k	-4%	1.8k	193.75	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.0	$343k	NEW	14k	23.71	View chart
Entergy Corporation (ETR)	0.0	$339k	-8%	3.4k	99.26	View chart
Vanguard World Health Car Etf (VHT)	0.0	$334k		1.1k	316.08	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$324k		6.1k	53.40	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$324k	+15%	3.5k	92.17	View chart
Raytheon Technologies Corp (RTX)	0.0	$320k	-2%	1.7k	185.65	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$320k	+3%	4.0k	79.14	View chart
Pfizer (PFE)	0.0	$313k	-8%	11k	28.52	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBSC)	0.0	$310k	+22%	3.6k	84.99	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$308k	+20%	13k	23.70	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$293k	NEW	8.2k	35.72	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$292k	-6%	3.9k	75.39	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.0	$292k		9.8k	29.86	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.0	$290k	+28%	5.9k	48.96	View chart
Ge Vernova (GEV)	0.0	$284k	+9%	299.00	950.49	View chart
Ishares Tr Esg Sele Scr Etf (XJR)	0.0	$278k	-3%	5.8k	48.28	View chart
Lowe's Companies (LOW)	0.0	$277k	-10%	1.5k	184.29	View chart
Oracle Corporation (ORCL)	0.0	$277k	-13%	2.0k	137.30	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$274k	+11%	5.3k	52.00	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$271k		4.7k	57.82	View chart
Honeywell International (HON)	0.0	$271k	+12%	1.3k	210.94	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.0	$268k	-50%	3.7k	72.78	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$267k		6.0k	44.41	View chart
Citigroup Com New (C)	0.0	$266k		2.1k	129.48	View chart
ConocoPhillips (COP)	0.0	$265k		2.1k	125.15	View chart
Anthem (ELV)	0.0	$260k		669.00	388.82	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$260k	NEW	2.9k	90.84	View chart
Bhp Billiton Sponsored Ads (BHP)	0.0	$259k		3.1k	84.84	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$256k	NEW	968.00	264.75	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$252k		7.0k	36.23	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$249k	+9%	15k	17.05	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$246k		7.4k	33.31	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$245k		1.9k	126.52	View chart
Walt Disney Company (DIS)	0.0	$245k	-17%	2.3k	104.89	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$243k	NEW	7.2k	34.02	View chart
Verizon Communications (VZ)	0.0	$243k	-11%	5.3k	45.87	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$243k	-13%	2.5k	97.46	View chart
International Business Machines (IBM)	0.0	$243k		1.1k	219.93	View chart
Philip Morris International (PM)	0.0	$241k		1.3k	190.82	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$241k	+3%	803.00	300.06	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.0	$239k	+27%	2.2k	106.97	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.0	$237k	-7%	5.0k	47.19	View chart
Colgate-Palmolive Company (CL)	0.0	$235k		2.7k	85.32	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.0	$234k	NEW	5.1k	45.68	View chart
Freeport Mcmoran CL B (FCX)	0.0	$231k		3.3k	70.00	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$224k	+2%	4.8k	46.39	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$224k		1.5k	146.18	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$223k		1.5k	144.63	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$215k	NEW	2.8k	75.62	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$215k		499.00	431.66	View chart
Blackrock (BLK)	0.0	$211k	-44%	199.00	1058.29	View chart
Duke Energy Corp Com New (DUK)	0.0	$209k		1.8k	114.01	View chart
Delta Air Lines Com New (DAL)	0.0	$209k		2.5k	83.46	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.0	$207k		5.2k	39.71	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$205k	NEW	1.2k	168.42	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$202k	NEW	1.4k	148.22	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.0	$201k		4.7k	42.33	View chart
Flagstar Bank National Assoc Com New (FLG)	0.0	$189k		16k	11.67	View chart
Vale S A Sponsored Ads (VALE)	0.0	$188k	+3%	14k	13.41	View chart
Novagold Resources Com New (NG)	0.0	$75k	NEW	12k	6.50	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 Q3 filed Nov. 6, 2026
Legacy Edge Advisors 2025 Q3 filed Aug. 26, 2026
Legacy Edge Advisors 2023 Q4 filed Aug. 17, 2026
Legacy Edge Advisors 2024 Q4 filed Aug. 17, 2026
Legacy Edge Advisors 2024 Q1 filed Aug. 17, 2026
Legacy Edge Advisors 2024 Q2 filed Aug. 17, 2026
Legacy Edge Advisors 2024 Q3 filed Aug. 17, 2026
Legacy Edge Advisors 2025 Q1 filed Aug. 17, 2026
Legacy Edge Advisors 2025 Q2 filed Aug. 17, 2026
Legacy Edge Advisors 2026 Q2 restated filed Aug. 11, 2026
Legacy Edge Advisors 2026 Q2 filed Aug. 10, 2026
Legacy Edge Advisors 2026 Q1 filed May 11, 2026
Legacy Edge Advisors 2025 Q4 filed Feb. 2, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z