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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 32.20% of Legacy Edge Advisors's stock portfolio.
Added to shares of these 10 stocks: IWF (+$23M), VUG (+$20M), JPIE (+$8.9M), VCSH (+$7.1M), VO, JTEK, MUB, IEMG, IEFA, ACYN.
Started 26 new stock positions in IWV, HONA, C, FTEC, BLCR, ACYN, VMBS, GGOV, AMD, MU.
Reduced shares in these 10 stocks: EMXC (-$5.2M), SOXX, IWD, CIBR, VTEB, SRLN, Honeywell International, XDEC, VTV, SHM.
Sold out of its positions in THRO, XDEC, Honeywell International, SLV, NOC, NG, SHM, CRM, TJX, ZTS.
Legacy Edge Advisors was a net buyer of stock by $78M.
Legacy Edge Advisors has $1.1B in assets under management (AUM), dropping by 14.42%.
Central Index Key (CIK): 0002105396

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Portfolio Holdings for Legacy Edge Advisors

Legacy Edge Advisors holds 239 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	10.4	$113M		1.4M	82.65	View chart
Ishares Tr Core Msci Eafe (IEFA)	9.1	$99M	+2%	1.0M	96.58	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	4.6	$50M	-6%	207k	242.43	View chart
Ishares Msci Emrg Chn (EMXC)	4.2	$46M	-10%	446k	102.30	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	3.9	$42M	+3%	381k	110.32	View chart
Ishares Tr National Mun Etf (MUB)	2.8	$30M	+7%	282k	107.62	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.8	$30M	+302%	242k	124.17	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.7	$29M	+43%	638k	46.05	View chart
Ishares Tr Ishares Semicdtr (SOXX)	2.3	$25M	-16%	39k	640.76	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	2.2	$24M	+3%	1.3M	19.29	View chart
Vanguard Index Fds Growth Etf (VUG)	2.2	$24M	+494%	279k	86.14	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.0	$22M		101k	219.43	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.9	$21M		199k	106.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.8	$20M		633k	31.71	View chart
Vanguard Index Fds Value Etf (VTV)	1.8	$20M	-2%	91k	217.93	View chart
Ishares Tr New York Mun Etf (NYF)	1.8	$20M	+4%	366k	53.91	View chart
Ishares Tr Us Industrials (IYJ)	1.7	$19M	+3%	114k	166.65	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	1.7	$18M		95k	191.75	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	1.6	$18M	-4%	198k	89.85	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	1.6	$18M		306k	57.67	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.4	$15M	+91%	189k	79.03	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.4	$15M	+7%	263k	56.48	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.3	$14M	+5%	110k	124.76	View chart
Microsoft Corporation (MSFT)	1.2	$13M		34k	373.02	View chart
Apple (AAPL)	1.2	$13M	+8%	43k	289.36	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$13M		17k	746.78	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$12M	-4%	235k	50.58	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.0	$11M		78k	146.41	View chart
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)	1.0	$11M	+33%	100k	111.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$11M	+3%	15k	748.91	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.8	$9.2M		56k	164.60	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.8	$9.1M	+4%	109k	83.07	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$8.2M	+34%	99k	82.84	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.7	$7.8M		254k	30.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.7	$7.4M	+9%	166k	44.43	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.7	$7.2M		57k	127.81	View chart
NVIDIA Corporation (NVDA)	0.6	$6.8M	-2%	34k	200.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$6.5M	+12%	18k	357.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$5.9M	+299%	74k	80.57	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.5	$5.6M	+16%	119k	47.15	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.5	$5.5M	+7%	236k	23.15	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.5	$5.3M	+6%	40k	134.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$5.3M		7.7k	686.77	View chart
Amazon (AMZN)	0.4	$4.5M		19k	238.34	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.4	$4.4M		43k	102.81	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.4	$4.2M	+9%	50k	82.49	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$4.1M		14k	300.45	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$3.8M	+59%	81k	46.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$3.8M		53k	71.25	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.3	$3.4M	-3%	69k	49.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$3.4M	+40%	9.5k	353.34	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$3.3M	+8%	36k	91.21	View chart
Broadcom (AVGO)	0.3	$3.2M		8.5k	377.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$3.0M		10k	303.12	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$3.0M		7.7k	393.98	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.9M		8.8k	327.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$2.8M	+5%	5.6k	500.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$2.8M	+27%	7.4k	370.04	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$2.6M	-5%	23k	117.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$2.6M	+17%	3.6k	736.45	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$2.5M		26k	98.59	View chart
Lam Research Corp Com New (LRCX)	0.2	$2.4M		5.6k	433.33	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$2.4M	-6%	13k	190.52	View chart
Costco Wholesale Corporation (COST)	0.2	$2.3M	+20%	2.4k	935.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.2M		38k	59.69	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$2.2M		22k	98.98	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$2.2M		9.8k	221.20	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$2.1M	+23%	46k	46.15	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$2.1M	+22%	41k	50.66	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$2.0M	-4%	37k	54.69	View chart
American Express Company (AXP)	0.2	$2.0M		5.8k	338.23	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$2.0M		4.8k	409.50	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$1.9M		12k	163.58	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$1.9M	-2%	18k	106.31	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$1.8M		20k	87.88	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.2	$1.7M		47k	36.53	View chart
Visa Com Cl A (V)	0.2	$1.7M	+16%	4.9k	343.09	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$1.6M		32k	50.39	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.6M		7.9k	197.60	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$1.5M	NEW	74k	20.79	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.5M	-4%	5.0k	306.30	View chart
Johnson & Johnson (JNJ)	0.1	$1.5M	-2%	5.9k	253.97	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$1.5M	+12%	22k	67.56	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$1.5M		24k	60.79	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$1.4M	-11%	27k	52.34	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.4M	-4%	2.7k	513.60	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.4M	+711%	11k	119.52	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.4M	-8%	4.7k	290.62	View chart
Abbvie (ABBV)	0.1	$1.4M		5.4k	251.65	View chart
Meta Platforms Cl A (META)	0.1	$1.4M	+2%	2.4k	563.29	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$1.3M		26k	52.12	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$1.3M	+11%	53k	24.99	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.3M	-5%	3.6k	365.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.2M		5.0k	242.99	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$1.2M	-2%	7.8k	154.30	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$1.2M	-3%	10k	118.99	View chart
Morgan Stanley Com New (MS)	0.1	$1.2M	+84%	5.7k	209.04	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$1.2M	-9%	34k	34.13	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$1.1M		22k	51.78	View chart
Eli Lilly & Co. (LLY)	0.1	$1.1M	+3%	921.00	1199.48	View chart
Home Depot (HD)	0.1	$1.1M		3.1k	352.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.1M	-5%	31k	33.84	View chart
Caterpillar (CAT)	0.1	$930k	-3%	873.00	1064.90	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$921k	+5%	4.8k	190.18	View chart
Netflix (NFLX)	0.1	$872k	+9%	12k	71.40	View chart
Qualcomm (QCOM)	0.1	$854k		4.6k	184.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$844k		6.1k	137.53	View chart
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)	0.1	$841k	+29%	37k	22.45	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$838k	-2%	8.3k	100.67	View chart
Intel Corporation (INTC)	0.1	$830k	-14%	5.9k	139.63	View chart
Texas Instruments Incorporated (TXN)	0.1	$825k		2.8k	298.09	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$741k		6.8k	109.52	View chart
Thermo Fisher Scientific (TMO)	0.1	$741k		1.5k	501.36	View chart
Cisco Systems (CSCO)	0.1	$734k	-3%	6.3k	117.46	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.1	$715k	-4%	26k	27.74	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$714k	-10%	7.6k	94.52	View chart
Coca-Cola Company (KO)	0.1	$713k		8.8k	81.27	View chart
Blackrock Etf Trust Disc Vola Eq Etf (BDVL)	0.1	$708k	+3%	27k	25.98	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$696k		14k	49.78	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$694k		10k	68.01	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$681k	+3%	5.5k	124.41	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$679k		2.0k	343.91	View chart
J P Morgan Exchange Traded F Bet Usd Hig Etf (BBHY)	0.1	$660k	+24%	14k	46.09	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$647k	-2%	11k	58.20	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$639k	-10%	2.8k	227.06	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$624k	+16%	2.6k	236.62	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$607k	-21%	6.7k	90.60	View chart
Goldman Sachs Etf Tr Smal Cap Equ Etf (GSC)	0.1	$603k		8.7k	69.23	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$602k	+18%	2.4k	246.21	View chart
Parker-Hannifin Corporation (PH)	0.1	$585k		598.00	978.12	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$569k	-4%	7.4k	76.80	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.1	$556k		6.2k	89.92	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$552k		5.8k	94.93	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$547k	+10%	7.9k	69.08	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$532k		4.9k	109.07	View chart
Goldman Sachs (GS)	0.0	$532k	-2%	526.00	1011.37	View chart
Merck & Co (MRK)	0.0	$527k	+31%	4.1k	128.51	View chart
Amgen (AMGN)	0.0	$519k	-2%	1.4k	362.12	View chart
Procter & Gamble Company (PG)	0.0	$508k	+4%	3.5k	146.64	View chart
Applied Materials (AMAT)	0.0	$497k	-6%	687.00	723.00	View chart
Wal-Mart Stores (WMT)	0.0	$491k	-4%	4.3k	113.26	View chart
Pepsi (PEP)	0.0	$476k		3.5k	135.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$473k	-18%	3.0k	158.01	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$465k		3.1k	148.31	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$464k	-5%	2.5k	185.23	View chart
Tesla Motors (TSLA)	0.0	$464k	-4%	1.1k	420.60	View chart
Analog Devices (ADI)	0.0	$456k		1.1k	397.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$454k		5.9k	77.11	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.0	$448k	-11%	7.3k	61.32	View chart
Ge Aerospace Com New (GE)	0.0	$445k		1.2k	373.77	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$441k	+435%	5.3k	82.62	View chart
3M Company (MMM)	0.0	$437k	-3%	2.7k	161.91	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$435k		5.8k	75.51	View chart
Entergy Corporation (ETR)	0.0	$426k		3.7k	114.86	View chart
UnitedHealth (UNH)	0.0	$423k		1.0k	415.63	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$423k		7.2k	58.92	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$419k	-9%	20k	20.49	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$412k	+5%	3.8k	107.13	View chart
Southern Copper Corporation (SCCO)	0.0	$408k		2.3k	174.26	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$408k		781.00	522.42	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$394k		3.3k	117.67	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$387k		3.7k	103.88	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$386k		1.1k	342.83	View chart
CSX Corporation (CSX)	0.0	$385k		8.1k	47.53	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$376k	+4%	2.3k	163.67	View chart
Bank of America Corporation (BAC)	0.0	$375k		6.6k	56.98	View chart
Chevron Corporation (CVX)	0.0	$375k		2.3k	165.76	View chart
Lowe's Companies (LOW)	0.0	$369k		1.7k	220.49	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$366k	+2%	16k	22.78	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$354k		1.9k	188.09	View chart
Blackrock (BLK)	0.0	$347k		361.00	961.56	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.0	$346k	-3%	3.3k	105.16	View chart
Advanced Micro Devices (AMD)	0.0	$343k	NEW	590.00	580.91	View chart
Oracle Corporation (ORCL)	0.0	$341k		2.3k	146.55	View chart
Raytheon Technologies Corp (RTX)	0.0	$337k	-3%	1.8k	189.73	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$336k	+6%	4.1k	82.27	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$330k	-7%	6.2k	53.61	View chart
Travelers Companies (TRV)	0.0	$327k	+3%	989.00	330.12	View chart
Abbott Laboratories (ABT)	0.0	$326k	+17%	3.6k	90.74	View chart
Ge Vernova (GEV)	0.0	$320k	-2%	272.00	1174.86	View chart
McKesson Corporation (MCK)	0.0	$317k	-6%	420.00	755.60	View chart
Vanguard World Health Car Etf (VHT)	0.0	$316k	-2%	1.1k	299.01	View chart
Ishares Tr Esg Sele Scr Etf (XJR)	0.0	$315k	-4%	6.0k	52.75	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.0	$315k	-63%	7.8k	40.29	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$315k	+25%	4.2k	75.79	View chart
Exxon Mobil Corporation (XOM)	0.0	$310k	+2%	2.3k	136.72	View chart
International Business Machines (IBM)	0.0	$310k	-2%	1.1k	281.21	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$305k	-43%	3.0k	100.35	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$300k	-39%	3.9k	76.55	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$300k	+6%	13k	23.13	View chart
Pfizer (PFE)	0.0	$290k	+3%	12k	24.08	View chart
Citigroup Com New (C)	0.0	$288k	NEW	2.1k	139.96	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.0	$288k	-23%	5.5k	52.72	View chart
Nike CL B (NKE)	0.0	$284k	NEW	6.9k	41.05	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$281k	NEW	6.0k	46.81	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBSC)	0.0	$274k	+9%	3.0k	91.85	View chart
Walt Disney Company (DIS)	0.0	$272k	-5%	2.8k	96.25	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$271k	+2%	4.7k	57.84	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.0	$271k	NEW	9.6k	28.05	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$268k	-4%	1.9k	137.54	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$267k		2.9k	93.27	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$266k		1.6k	164.27	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$265k		4.7k	55.93	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$265k	+5%	11k	24.66	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$262k		2.8k	92.21	View chart
Anthem (ELV)	0.0	$259k	NEW	669.00	386.73	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$257k	-20%	7.4k	34.81	View chart
Honeywell International (HON)	0.0	$256k	NEW	1.1k	223.90	View chart
Bhp Billiton Sponsored Ads (BHP)	0.0	$254k		3.1k	83.31	View chart
Honeywell Aerospace (HONA)	0.0	$253k	NEW	1.1k	221.08	View chart
Verizon Communications (VZ)	0.0	$253k	+5%	6.0k	42.34	View chart
Colgate-Palmolive Company (CL)	0.0	$252k		2.7k	91.68	View chart
Carrier Global Corporation (CARR)	0.0	$251k	NEW	3.4k	73.35	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.0	$247k	NEW	4.9k	50.29	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$244k	-2%	4.6k	52.60	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$244k		7.0k	35.03	View chart
Southern Company (SO)	0.0	$242k		2.5k	95.71	View chart
Flagstar Bank National Assoc Com New (FLG)	0.0	$242k		16k	14.94	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$237k	+6%	13k	17.88	View chart
Delta Air Lines Com New (DAL)	0.0	$234k	NEW	2.5k	93.66	View chart
Duke Energy Corp Com New (DUK)	0.0	$233k		1.8k	126.58	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.0	$232k	NEW	4.6k	50.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$228k	-26%	618.00	368.38	View chart
Philip Morris International (PM)	0.0	$225k		1.2k	180.91	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$223k	NEW	1.5k	144.61	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$221k	NEW	773.00	285.58	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$221k	NEW	4.7k	46.92	View chart
ConocoPhillips (COP)	0.0	$221k	+8%	2.1k	103.96	View chart
Blackrock Etf Trust Isha Flex Eq Etf	0.0	$216k	NEW	8.4k	25.62	View chart
Micron Technology (MU)	0.0	$216k	NEW	187.00	1156.56	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$215k	NEW	1.5k	142.39	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$213k	NEW	499.00	426.40	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.0	$208k	NEW	4.8k	43.49	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.0	$208k	NEW	5.2k	40.02	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.0	$208k	NEW	1.7k	119.13	View chart
Freeport Mcmoran CL B (FCX)	0.0	$208k	NEW	3.3k	62.89	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$206k	NEW	213.00	965.00	View chart
Kla Corp Com New (KLAC)	0.0	$205k	NEW	680.00	301.71	View chart
Vale S A Sponsored Ads (VALE)	0.0	$203k		14k	15.04	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 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

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