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Stock research / United States / Funds / Legacy Edge Advisors, LLC

Legacy Edge Advisors, LLC

CIK 2105396 · latest 13F filed 26 August 2026 · Read the filing on EDGAR

Legacy Edge Advisors, LLC reported 239 US-listed holdings worth $1.09 billion in its 13F for the quarter ended 30 June 2026, filed 26 August 2026. Its largest: Vanguard Intermediate-Term Corp. (10.4%), iShares Core MSCI Eafe ETF (9.1%) and iShares Russell 1000 Value Inde (4.6%). Against the quarter before, it opened 26 positions, added to 88, trimmed 94 and sold out of 10.

Reported holdings$1.09B+14.4% on Q1 2026
Positions239+16 on Q1 2026
The largest ten45.0%of its reported holdings
Latest 13FQ2 2026filed 26 August 2026
Where the money is
Added toHeldTrimmed
VCIT10.4%IEFA9.1%IWD4.6%EMXC4.2%IWR3.9%MUB2.8%IWF2.8%JPIE2.7%SOXX2.3%FPEI2.2%VUG2.2%QUAL2.0%SUB1.9%SCHD1.8%225 more47.0%

The 14 largest of its 239 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $626.0 million in 183 positions$626MQ3 24Q4 2024: $630.0 million in 177 positions$630MQ4 24Q1 2025: $641.0 million in 181 positions$641MQ1 25Q2 2025: $748.9 million in 198 positions$749MQ2 25Q3 2025: $848.8 million in 203 positions$849MQ3 25Q4 2025: $913.5 million in 217 positions$914MQ4 25Q1 2026: $951.4 million in 223 positions$951MQ1 26Q2 2026: $1.09 billion in 239 positions$1.09BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 26Added 88Held 31Trimmed 94Sold out 10
Opened: 26Added: 88Held: 31Trimmed: 94Sold out: 10

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 26

  1. First Trust Exchange-Traded FD ACYN$1.5 million
  2. Advanced Micro Devices Inc. AMD$342,737
  3. Citigroup Inc. C$287,898
  4. Nike, Inc. NKE$283,548
  5. Vanguard Scottsdale FDS VMBS$280,954
  6. BlackRock ETF Trust IALT$270,626
  7. Elevance Health, Inc. ELV$258,722
  8. Honeywell International Inc. HON$256,366

and 18 more in the table below

Added to 88

  1. iShares Trust IWF+181,567 shares · +303%
  2. Vanguard Growth ETF VUG+231,877 shares · +495%
  3. JP Morgan ETFs JPIE+193,352 shares · +44%
  4. Vanguard Short-Term Corp. BD Idx VCSH+90,322 shares · +92%
  5. Vanguard Mid Cap Index ETF VO+55,103 shares · +299%
  6. J P Morgan Exchange Traded F JTEK+25,295 shares · +34%
  7. iShares Trust MUB+20,667 shares · +8%
  8. iShares Core MSCI Emerging Mark IEMG+25,148 shares · +34%

and 80 more in the table below

Trimmed 94

  1. iShares Inc. EMXC-51,274 shares · -10%
  2. iShares Trust SOXX-7,467 shares · -16%
  3. iShares Russell 1000 Value Inde IWD-14,616 shares · -7%
  4. First Trust Exchange Traded FD CIBR-9,479 shares · -5%
  5. Vanguard Mun BD FDS VTEB-11,607 shares · -5%
  6. Ssga Active ETF Trust SRLN-13,588 shares · -63%
  7. Vanguard Value ETF VTV-2,147 shares · -2%
  8. iShares Trust TLH-2,381 shares · -44%

and 86 more in the table below

Sold out of 10

  1. Honeywell International Inc. HON$535,691 last quarter
  2. First Trust Exchng Traded FD Vi XDEC$525,018 last quarter
  3. SPDR Ser Trust SHM$429,705 last quarter
  4. Northrop Grumman Corp. NOC$264,709 last quarter
  5. Salesforce, Inc. CRM$252,938 last quarter
  6. BlackRock ETF Trust THRO$227,136 last quarter
  7. Zoetis Inc. ZTS$222,826 last quarter
  8. iShares Silver Trust SLV$218,866 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Vanguard Intermediate-Term Corp. VCIT1,372,355$113.4 million10.42%+11,567
iShares Core MSCI Eafe ETF IEFA1,026,913$99.2 million9.11%+20,189
iShares Russell 1000 Value Inde IWD207,147$50.2 million4.61%-14,616
iShares Inc. EMXC445,806$45.6 million4.19%-51,274
iShares Trust IWR381,311$42.1 million3.86%+12,064
iShares Trust MUB281,933$30.3 million2.79%+20,667
iShares Trust IWF241,524$30.0 million2.76%+181,567
JP Morgan ETFs JPIE637,747$29.4 million2.70%+193,352
iShares Trust SOXX38,947$25.0 million2.29%-7,467
First Trust Exch Traded FD III FPEI1,261,093$24.3 million2.23%+46,778
Vanguard Growth ETF VUG278,734$24.0 million2.21%+231,877
iShares Edge MSCI USA Quality F QUAL100,803$22.1 million2.03%-44
iShares Trust SUB199,011$21.2 million1.95%+3,057
Schwab Strategic Trust SCHD632,796$20.1 million1.84%+5,284
Vanguard Value ETF VTV90,983$19.8 million1.82%-2,147
iShares New York Muni Bond ETF NYF366,334$19.7 million1.81%+15,563
iShares Trust IYJ113,634$18.9 million1.74%+3,328
First Trust Exchange Traded FD GRID94,818$18.2 million1.67%-971
First Trust Exchange Traded FD CIBR197,558$17.8 million1.63%-9,479
SPDR Portfolio Small Cap ETF SPSM305,454$17.6 million1.62%+2,454
Vanguard Short-Term Corp. BD Idx VCSH188,507$14.9 million1.37%+90,322
J P Morgan Exchange Traded F JEPI262,507$14.8 million1.36%+19,080
American Centy ETF Trust AVUV110,273$13.8 million1.26%+5,279
Microsoft Corp. MSFT34,028$12.7 million1.17%-36
Apple Inc. AAPL43,351$12.5 million1.15%+3,428
SPDR S&P 500 SPY16,685$12.5 million1.14%+286
Vanguard Mun BD FDS VTEB235,085$11.9 million1.09%-11,607
iShares Russell Mid-Cap Growth ETF IWP77,597$11.4 million1.04%-603
J P Morgan Exchange Traded F JTEK99,779$11.1 million1.02%+25,295
iShares Core S&P 500 ETF IVV14,840$11.1 million1.02%+541
iShares Trust IWS55,797$9.2 million0.84%-601
Select Sector SPDR Trust XLP109,029$9.1 million0.83%+4,433
iShares Core MSCI Emerging Mark IEMG98,715$8.2 million0.75%+25,148
SPDR Ser Trust FLRN254,331$7.8 million0.72%-1,073
First Trust Exchng Traded FD Vi XJUN165,940$7.4 million0.68%+14,499
Vanguard Scottsdale FDS VONG56,595$7.2 million0.66%-912
NVIDIA Corp. NVDA33,910$6.8 million0.62%-804
Alphabet Inc. GOOGL18,111$6.5 million0.59%+2,019
Vanguard Mid Cap Index ETF VO73,508$5.9 million0.54%+55,103
JP Morgan ETFs JSCP119,228$5.6 million0.52%+17,160
iShares Trust SUSC235,522$5.5 million0.50%+16,665
J P Morgan Exchange Traded F BBUS39,600$5.3 million0.49%+2,396
Vanguard S&P 500 VOO7,694$5.3 million0.49%-77
Amazon.com Inc. AMZN18,840$4.5 million0.41%-135
iShares Trust ESGD42,628$4.4 million0.40%+415
J P Morgan Exchange Traded F JIRE50,326$4.2 million0.38%+4,418
iShares Russell 2000 ETF IWM13,498$4.1 million0.37%+260
J P Morgan Exchange Traded F JCPB80,818$3.8 million0.35%+30,120
Vanguard Ftse Developed Markets VEA52,716$3.8 million0.35%-130
Nushares ETF Trust NULV68,930$3.4 million0.32%-2,511
Alphabet Inc. GOOG9,492$3.4 million0.31%+2,760
American Centy ETF Trust AVLV35,758$3.3 million0.30%+2,859
Broadcom Inc. AVGO8,533$3.2 million0.30%-151
Vanguard Small Cap ETF VB10,056$3.0 million0.28%+117
iShares Trust IWO7,700$3.0 million0.28%+86
JPMorgan Chase & Co. JPM8,830$2.9 million0.27%-63
Berkshire Hathaway Inc. Class B BRKB5,598$2.8 million0.26%+280
VG Totl STK Vprs VTI7,443$2.8 million0.25%+1,623
Nushares ETF Trust NULG22,505$2.6 million0.24%-1,363
Invesco QQQ Trust QQQ3,567$2.6 million0.24%+529
JPMorgan Active Growth ETF JGRO25,735$2.5 million0.23%-187
Lam Research Corp. LRCX5,593$2.4 million0.22%-105
Technology Select Sector SPDR ETF XLK12,472$2.4 million0.22%-797
Costco Wholesale Corp. COST2,414$2.3 million0.21%+407
Vanguard Ftse Emerging Markets VWO37,524$2.2 million0.21%-157
iShares Trust AGG22,260$2.2 million0.20%-290
iShares Trust IWN9,783$2.2 million0.20%-81
iShares Core Total USD Bond Market ETF IUSB45,923$2.1 million0.19%+8,850
J P Morgan Exchange Traded F JMUB41,252$2.1 million0.19%+7,674
iShares Inc. ESGE37,375$2.0 million0.19%-1,575
American Express Co. AXP5,791$2.0 million0.18%-64
iShares Trust IWB4,763$2.0 million0.18%no change
iShares Trust IGM11,624$1.9 million0.17%no change
Vanguard Scottsdale FDS VONV17,452$1.9 million0.17%-359
SPDR Ser Trust SPYM20,352$1.8 million0.16%+23
First Trust Exchng Traded FD Vi BUFR47,050$1.7 million0.16%-685
Visa Inc. V4,913$1.7 million0.15%+696
SPDR Portfolio Developed World SPDW32,096$1.6 million0.15%no change
Vanguard Mid Cap Value ETF VOE7,925$1.6 million0.14%-110
First Trust Exchange-Traded FD ACYN73,495$1.5 million0.14%new
Vanguard Index FDS VOT4,960$1.5 million0.14%-215
Johnson & Johnson JNJ5,944$1.5 million0.14%-125
SPDR Ser Trust SPMD22,068$1.5 million0.14%+2,462
SPDR Ser Trust SPYV24,267$1.5 million0.14%+384
BlackRock ETF Trust II BINC27,279$1.4 million0.13%-3,460
Mastercard Inc. MA2,705$1.4 million0.13%-118
Vanguard World FD VGT11,371$1.4 million0.12%+9,969
iShares Trust IWY4,670$1.4 million0.12%-430
AbbVie Inc. ABBV5,386$1.4 million0.12%-6
Meta Platforms, Inc. META2,404$1.4 million0.12%+64
Nushares ETF Trust NUSC25,833$1.3 million0.12%+475
iShares Trust SUSB53,355$1.3 million0.12%+5,528
Vanguard Small Cap Growth ETF VBK3,612$1.3 million0.12%-200
Vanguard Small Cap Value ETF VBR4,988$1.2 million0.11%no change
iShares Trust SUSA7,792$1.2 million0.11%-212
SPDR S&P 500 Growth ETF SPYG10,074$1.2 million0.11%-358
Morgan Stanley MS5,664$1.2 million0.11%+2,600
First Trust Exchng Traded FD Vi MARM34,201$1.2 million0.11%-3,437
SPDR Index SHS FDS SPEM21,874$1.1 million0.10%+125
Eli Lilly & Co. LLY921$1.1 million0.10%+27
Home Depot, Inc. HD3,066$1.1 million0.10%-29
Schwab Strategic Trust SCHG31,431$1.1 million0.10%-1,969
Caterpillar Inc. CAT873$929,6580.09%-28
iShares Trust IBB4,844$921,2300.08%+253
Netflix Inc. NFLX12,214$872,0800.08%+1,092
Qualcomm Inc. QCOM4,620$853,7300.08%-18
iShares S&P Growth Index FD IVW6,135$843,7470.08%-40
iShares High Yield Muni Income Active ETF SHYM37,438$840,4830.08%+8,598
iShares Trust SGOV8,324$837,9770.08%-245
Intel Corp. INTC5,946$830,2400.08%-982
Texas Instruments Inc. TXN2,767$824,8210.08%-3
First Trust FIW6,766$741,0120.07%+64
Thermo Fisher Scientific Inc. TMO1,477$740,5090.07%-13
Cisco Systems, Inc. CSCO6,252$734,3600.07%-210
iShares Dyn Act ETF BDYN25,791$715,4330.07%-1,351
iShares Trust MBB7,553$713,9100.07%-845
Coca-Cola Co. KO8,769$712,6460.07%+142
iShares DV Equity Active ETF BDVL27,250$707,9500.07%+1,034
First Trust Exchange-Traded FD LMBS13,971$695,4760.06%no change
BlackRock ETF Trust DYNF10,207$694,1780.06%+44
iShares Trust EFG5,470$680,5350.06%+202
Vanguard Large Cap ETF VV1,975$679,2220.06%no change
J P Morgan Exchange Traded F BBHY14,316$659,8960.06%+2,773
Vanguard Short Term Government VGSH11,110$646,6020.06%-294
iShares S&P 500 Value ETF IVE2,813$638,7200.06%-313
Vanguard Specialized Funds VIG2,638$624,2040.06%+373
iShares Trust IGV6,696$606,6580.06%-1,812
Goldman Sachs ETF Trust GSC8,708$602,8300.06%-115
Vanguard Index FDS VXF2,445$601,9830.06%+373
Parker-Hannifin Corp. PH598$584,9160.05%no change
Vanguard Scottsdale FDS VTC7,405$568,7040.05%-376
Flexshares Quality Dividend Index Fund QDF6,185$556,1550.05%no change
Rio Tinto plc RIO5,813$551,8280.05%no change
Invesco Exchange Traded FD T PHO7,922$547,2520.05%+771
iShares Trust LQD4,880$532,2620.05%-78
Goldman Sachs Group Inc. GS526$531,9810.05%-15
Merck & Co., Inc. MRK4,100$526,8820.05%+975
Amgen Inc. AMGN1,434$519,2800.05%-38
Procter & Gamble Co. PG3,467$508,4010.05%+143
Applied Materials Inc. AMAT687$496,7010.05%-51
Walmart Inc. WMT4,332$490,6610.05%-214
PepsiCo Inc. PEP3,517$476,2480.04%-4
Vanguard Whitehall FDS VYM2,992$472,7770.04%-689
iShares Core S&P Small-Cap ETF IJR3,133$464,6550.04%no change
Select Sector SPDR Trust XLI2,507$464,3720.04%-138
Tesla, Inc. TSLA1,103$463,9220.04%-53
Analog Devices Inc. ADI1,147$455,5540.04%no change
iShares Core S&P Mid-Cap ETF IJH5,887$453,9470.04%+74
First Trust Exchange-Traded FD QCLN7,298$447,5130.04%-962
General Electric Co. GE1,191$445,1590.04%no change
Vanguard S&P 500 Growth ETF VOOG5,336$440,8400.04%+4,339
3M Co. MMM2,696$436,5090.04%-94
iShares Gold Trust IAU5,765$435,3150.04%-112
Entergy Corp. ETR3,710$426,1310.04%no change
UnitedHealth Group Inc. UNH1,018$423,1110.04%no change
Global X Infrastr Development ETF (pave) PAVE7,175$422,7510.04%no change
iShares Trust ICLN20,446$418,9390.04%-2,065
Select Sector SPDR Trust XLC3,844$411,8080.04%+210
Southern Copper Corp. SCCO2,342$408,1170.04%+22
SPDR Dow Jones Indl Average DIA781$408,0120.04%no change
Blackstone Inc. BX3,348$393,9590.04%-45
iShares Trust EFA3,728$387,2650.04%no change
iShares Trust MTUM1,126$386,0270.04%+6
CSX Corp. CSX8,100$384,9930.04%no change
iShares Trust ESGU2,294$375,4590.03%+101
Bank of America Corp. BAC6,583$375,1200.03%no change
Chevron Corp. CVX2,261$374,7830.03%-24
Lowe's Companies Inc. LOW1,674$369,1000.03%no change
iShares Trust GOVT16,043$365,4600.03%+429
iShares Trust IUSG1,883$354,1730.03%no change
BlackRock, Inc. BLK361$347,1230.03%no change
iShares Trust IWX3,293$346,2920.03%-129
Advanced Micro Devices Inc. AMD590$342,7370.03%new
Oracle Corp. ORCL2,324$340,5880.03%-37
RTX Corp. RTX1,775$336,7710.03%-73
iShares Trust SCZ4,087$336,2370.03%+238
Financial Select Sector SPDR ETF XLF6,153$329,8620.03%-478
Travelers Companies, Inc. TRV989$326,4890.03%+30
Abbott Laboratories ABT3,588$325,5750.03%+532
GE Vernova Inc. GEV272$319,5620.03%-8
McKesson Corp. MCK420$317,3520.03%-27
Vanguard World FD VHT1,055$315,4560.03%-30
iShares Trust XJR5,971$314,9460.03%-288
Ssga Active ETF Trust SRLN7,816$314,9070.03%-13,588
iShares Core Dividend Growth DGRO4,151$314,6040.03%+850
ExxonMobil Holdings Corp. XOM2,270$310,3540.03%+49
International Business Machines Corp. IBM1,103$310,1750.03%-28
iShares Trust TLH3,038$304,8630.03%-2,381
iShares Trust EFV3,922$300,2290.03%-2,528
Schwab Strategic Trust SCHZ12,958$299,7190.03%+772
Pfizer Inc. PFE12,025$289,5620.03%+388
Citigroup Inc. C2,057$287,8980.03%new
iShares A.i. Innovation and Tech Active ETF BAI5,460$287,8510.03%-1,721
Nike, Inc. NKE6,907$283,5480.03%new
Vanguard Scottsdale FDS VMBS6,002$280,9540.03%new
JPMorgan BetaBuilders U.S. Small Cap Equity ETF BBSC2,979$273,6210.03%+247
Walt Disney Co. DIS2,822$271,6040.02%-162
Mondelez International, Inc. MDLZ4,692$271,3670.02%+98
BlackRock ETF Trust IALT9,648$270,6260.02%new
Vanguard Admiral FDS Inc. VIOO1,948$267,9280.02%-97
iShares Inc. EWJ2,863$267,0320.02%-56
iShares Trust ITOT1,616$265,4600.02%no change
iShares ESG Aware MSCI USA Smal ESML4,735$264,8290.02%no change
Schwab Strategic Trust SCHR10,732$264,6510.02%+517
PIMCO ETF Trust BOND2,837$261,6000.02%-6
Elevance Health, Inc. ELV669$258,7220.02%new
Schwab Strategic Trust SCHV7,373$256,6540.02%-1,873
Honeywell International Inc. HON1,145$256,3660.02%new
BHP Group Limited BHP3,054$254,4290.02%no change
Honeywell Aerospace Inc. Com HONA1,145$253,1370.02%new
Verizon Communications Inc. VZ5,978$253,1200.02%+300
Colgate-Palmolive Co. CL2,749$252,0280.02%+40
Carrier Global Corp. CARR3,428$251,4440.02%new
BlackRock ETF Trust II GGOV4,908$246,8230.02%new
PIMCO ETF Trust MUNI4,630$243,5380.02%-130
Dimensional ETF Trust DFIS6,951$243,4940.02%-44
Southern Co. SO2,529$242,0510.02%no change
Flagstar Bank, National Association FLG16,166$241,5200.02%no change
First Trust Exch Traded FD III FPE13,272$237,3030.02%+829
Delta Air Lines, Inc. DAL2,500$234,1500.02%new
Duke Energy Corp. DUK1,837$232,5270.02%no change
BlackRock ETF Trust BLCR4,596$231,5010.02%new
SPDR Gold Trust GLD618$227,6590.02%-225
Philip Morris International Inc. PM1,242$224,6900.02%no change
Bank of New York Mellon Corp. BNY1,542$222,9890.02%new
Fidelity Covington Trust FTEC773$220,7530.02%new
iShares Trust HEFA4,702$220,6410.02%new
ConocoPhillips COP2,121$220,4990.02%+170
BlackRock ETF Trust BFLX8,445$216,3450.02%new
Micron Technology Inc. MU187$216,2770.02%new
iShares Trust DSI1,512$215,2940.02%new
iShares Trust IWV499$212,7740.02%new
Nushares ETF Trust NUMV4,790$208,3170.02%new
Nuveen Esg International Developed Markets Equity ETF NUDM5,205$208,3040.02%new
SPDR Ser Trust SLYG1,746$208,0010.02%new
Freeport-McMoRan Inc. FCX3,302$207,6630.02%new
Seagate Technology Holdings plc STX213$205,5450.02%new
KLA Corp. KLAC680$205,1630.02%new
Vale S.A. VALE13,500$203,0400.02%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 10 it sold out of are in the box above.