Legacy Edge Advisors

Legacy Edge Advisors as of Dec. 31, 2025

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