Legacy Edge Advisors

Legacy Edge Advisors as of June 30, 2026

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