Legacy Edge Advisors

Legacy Edge Advisors as of March 31, 2026

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