Filed: 2/2/2026ACC: 0002105396-26-000001
📋 What this filing means
LEGACY EDGE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 217 equity positions with a total reported market value of $913.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
217
Positions
$913.52M
Total AUM (reported)
10.62M
Total Shares
Allocation by class
INT-TERM CORP$104.01M11.4%
CORE MSCI EAFE$86.50M9.5%
COM$71.72M7.9%
RUS 1000 VAL ETF$47.88M5.2%
MSCI EMRG CHN$34.28M3.8%
STATE STREET SPD$33.88M3.7%
RUS MID CAP ETF$31.87M3.5%
Portfolio Concentration
Top 3$238.39M26.1%
4–10$187.67M20.5%
11–25$230.74M25.3%
Rest$256.72M28.1%
Top 3 weight
26.1%
Top 10 weight
46.6%
Voting Authority Distribution
Total shares with voting rights: 10.62M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.62M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole217
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings217
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares1.24M
TypeSH
Market value$104.01M
11.39%
Sole
0.00
Shared
0.00
None
1.24M
ISHARES TR
SOLEShares966.89K
TypeSH
Market value$86.50M
9.47%
Sole
0.00
Shared
0.00
None
966.89K
ISHARES TR
SOLEShares227.64K
TypeSH
Market value$47.88M
5.24%
Sole
0.00
Shared
0.00
None
227.64K
ISHARES INC
SOLEShares471.60K
TypeSH
Market value$34.28M
3.75%
Sole
0.00
Shared
0.00
None
471.60K
ISHARES TR
SOLEShares331K
TypeSH
Market value$31.87M
3.49%
Sole
0.00
Shared
0.00
None
331K
ISHARES TR
SOLEShares61.06K
TypeSH
Market value$28.90M
3.16%
Sole
0.00
Shared
0.00
None
61.06K
ISHARES TR
SOLEShares237.52K
TypeSH
Market value$25.44M
2.78%
Sole
0.00
Shared
0.00
None
237.52K
VANGUARD INDEX FDS
SOLEShares46.72K
TypeSH
Market value$22.79M
2.50%
Sole
0.00
Shared
0.00
None
46.72K
ISHARES TR
SOLEShares113.89K
TypeSH
Market value$22.62M
2.48%
Sole
0.00
Shared
0.00
None
113.89K
FIRST TR EXCH TRADED FD III
SOLEShares1.12M
TypeSH
Market value$21.78M
2.38%
Sole
0.00
Shared
0.00
None
1.12M
SPDR SERIES TRUST
SOLEShares450.87K
TypeSH
Market value$21.13M
2.31%
Sole
0.00
Shared
0.00
None
450.87K
ISHARES TR
SOLEShares188.65K
TypeSH
Market value$20.13M
2.20%
Sole
0.00
Shared
0.00
None
188.65K
SCHWAB STRATEGIC TR
SOLEShares701.32K
TypeSH
Market value$19.24M
2.11%
Sole
0.00
Shared
0.00
None
701.32K
VANGUARD INDEX FDS
SOLEShares99.73K
TypeSH
Market value$19.05M
2.09%
Sole
0.00
Shared
0.00
None
99.73K
MICROSOFT CORP
SOLEShares33.49K
TypeSH
Market value$16.20M
1.77%
Sole
0.00
Shared
0.00
None
33.49K
ISHARES TR
SOLEShares293.97K
TypeSH
Market value$15.73M
1.72%
Sole
0.00
Shared
0.00
None
293.97K
ISHARES TR
SOLEShares104.04K
TypeSH
Market value$15.42M
1.69%
Sole
0.00
Shared
0.00
None
104.04K
ISHARES TR
SOLEShares50.86K
TypeSH
Market value$15.32M
1.68%
Sole
0.00
Shared
0.00
None
50.86K
J P MORGAN EXCHANGE TRADED F
SOLEShares259.11K
TypeSH
Market value$14.83M
1.62%
Sole
0.00
Shared
0.00
None
259.11K
FIRST TR EXCHANGE TRADED FD
SOLEShares94.29K
TypeSH
Market value$14.43M
1.58%
Sole
0.00
Shared
0.00
None
94.29K
FIRST TR EXCHANGE TRADED FD
SOLEShares183.01K
TypeSH
Market value$13.08M
1.43%
Sole
0.00
Shared
0.00
None
183.01K
VANGUARD MUN BD FDS
SOLEShares248.70K
TypeSH
Market value$12.51M
1.37%
Sole
0.00
Shared
0.00
None
248.70K
SPDR S&P 500 ETF TR
SOLEShares17.25K
TypeSH
Market value$11.76M
1.29%
Sole
0.00
Shared
0.00
None
17.25K
APPLE INC
SOLEShares40.89K
TypeSH
Market value$11.12M
1.22%
Sole
0.00
Shared
0.00
None
40.89K
J P MORGAN EXCHANGE TRADED F
SOLEShares233.62K
TypeSH
Market value$10.81M
1.18%
Sole
0.00
Shared
0.00
None
233.62K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 1.24M | SH | $104.01M 11.39% | 0.00 | 0.00 | 1.24M |
ISHARES TRSOLE | CORE MSCI EAFE | 966.89K | SH | $86.50M 9.47% | 0.00 | 0.00 | 966.89K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 227.64K | SH | $47.88M 5.24% | 0.00 | 0.00 | 227.64K |
ISHARES INCSOLE | MSCI EMRG CHN | 471.60K | SH | $34.28M 3.75% | 0.00 | 0.00 | 471.60K |
ISHARES TRSOLE | RUS MID CAP ETF | 331K | SH | $31.87M 3.49% | 0.00 | 0.00 | 331K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 61.06K | SH | $28.90M 3.16% | 0.00 | 0.00 | 61.06K |
ISHARES TRSOLE | NATIONAL MUN ETF | 237.52K | SH | $25.44M 2.78% | 0.00 | 0.00 | 237.52K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 46.72K | SH | $22.79M 2.50% | 0.00 | 0.00 | 46.72K |
ISHARES TRSOLE | MSCI USA QLT FCT | 113.89K | SH | $22.62M 2.48% | 0.00 | 0.00 | 113.89K |
FIRST TR EXCH TRADED FD IIISOLE | INSTL PFD SECS | 1.12M | SH | $21.78M 2.38% | 0.00 | 0.00 | 1.12M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 450.87K | SH | $21.13M 2.31% | 0.00 | 0.00 | 450.87K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 188.65K | SH | $20.13M 2.20% | 0.00 | 0.00 | 188.65K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 701.32K | SH | $19.24M 2.11% | 0.00 | 0.00 | 701.32K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 99.73K | SH | $19.05M 2.09% | 0.00 | 0.00 | 99.73K |
MICROSOFT CORPSOLE | COM | 33.49K | SH | $16.20M 1.77% | 0.00 | 0.00 | 33.49K |
ISHARES TRSOLE | NEW YORK MUN ETF | 293.97K | SH | $15.73M 1.72% | 0.00 | 0.00 | 293.97K |
ISHARES TRSOLE | US INDUSTRIALS | 104.04K | SH | $15.42M 1.69% | 0.00 | 0.00 | 104.04K |
ISHARES TRSOLE | ISHARES SEMICDTR | 50.86K | SH | $15.32M 1.68% | 0.00 | 0.00 | 50.86K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 259.11K | SH | $14.83M 1.62% | 0.00 | 0.00 | 259.11K |
FIRST TR EXCHANGE TRADED FDSOLE | NASDQ CLN EDGE | 94.29K | SH | $14.43M 1.58% | 0.00 | 0.00 | 94.29K |
FIRST TR EXCHANGE TRADED FDSOLE | NASDAQ CYB ETF | 183.01K | SH | $13.08M 1.43% | 0.00 | 0.00 | 183.01K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 248.70K | SH | $12.51M 1.37% | 0.00 | 0.00 | 248.70K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 17.25K | SH | $11.76M 1.29% | 0.00 | 0.00 | 17.25K |
APPLE INCSOLE | COM | 40.89K | SH | $11.12M 1.22% | 0.00 | 0.00 | 40.89K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 233.62K | SH | $10.81M 1.18% | 0.00 | 0.00 | 233.62K |
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