LEGACY EDGE ADVISORS, LLC

Filed: 5/11/2026ACC: 0002105396-26-000002

📋 What this filing means

LEGACY EDGE ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 223 equity positions with a total reported market value of $951.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

223

Positions

$951.36M

Total AUM (reported)

11.47M

Total Shares

Allocation by class

INT-TERM CORP$112.61M11.8%

CORE MSCI EAFE$91.14M9.6%

COM$65.31M6.9%

RUS 1000 VAL ETF$47.38M5.0%

MSCI EMRG CHN$39.10M4.1%

RUS MID CAP ETF$35.90M3.8%

STATE STREET SPD$30.51M3.2%

Portfolio Concentration

Top 3$251.13M26.4%

4–10$192.72M20.3%

11–25$231.76M24.4%

Rest$275.76M29.0%

Top 3 weight

26.4%

Top 10 weight

46.7%

Voting Authority Distribution

Total shares with voting rights: 11.47M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

11.47M

% of voting shares100.0%

Investment Discretion (by position count)

Sole223

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings223

Rows:

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares1.36M

TypeSH

Market value$112.61M

11.84%

Sole

0.00

Shared

0.00

None

1.36M

ISHARES TR

SOLE

CORE MSCI EAFE

Shares1.01M

TypeSH

Market value$91.14M

9.58%

Sole

0.00

Shared

0.00

None

1.01M

ISHARES TR

SOLE

RUS 1000 VAL ETF

Shares221.76K

TypeSH

Market value$47.38M

4.98%

Sole

0.00

Shared

0.00

None

221.76K

ISHARES INC

SOLE

MSCI EMRG CHN

Shares497.08K

TypeSH

Market value$39.10M

4.11%

Sole

0.00

Shared

0.00

None

497.08K

ISHARES TR

SOLE

RUS MID CAP ETF

Shares369.25K

TypeSH

Market value$35.90M

3.77%

Sole

0.00

Shared

0.00

None

369.25K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares261.27K

TypeSH

Market value$27.73M

2.92%

Sole

0.00

Shared

0.00

None

261.27K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares59.96K

TypeSH

Market value$25.57M

2.69%

Sole

0.00

Shared

0.00

None

59.96K

FIRST TR EXCH TRADED FD III

SOLE

INSTL PFD SECS

Shares1.21M

TypeSH

Market value$23.07M

2.43%

Sole

0.00

Shared

0.00

None

1.21M

ISHARES TR

SOLE

SHRT NAT MUN ETF

Shares195.95K

TypeSH

Market value$20.87M

2.19%

Sole

0.00

Shared

0.00

None

195.95K

J P MORGAN EXCHANGE TRADED F

SOLE

INCOME ETF

Shares444.39K

TypeSH

Market value$20.47M

2.15%

Sole

0.00

Shared

0.00

None

444.39K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares46.86K

TypeSH

Market value$20.47M

2.15%

Sole

0.00

Shared

0.00

None

46.86K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares100.85K

TypeSH

Market value$19.34M

2.03%

Sole

0.00

Shared

0.00

None

100.85K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares627.51K

TypeSH

Market value$19.25M

2.02%

Sole

0.00

Shared

0.00

None

627.51K

ISHARES TR

SOLE

NEW YORK MUN ETF

Shares350.77K

TypeSH

Market value$18.63M

1.96%

Sole

0.00

Shared

0.00

None

350.77K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares93.13K

TypeSH

Market value$18.27M

1.92%

Sole

0.00

Shared

0.00

None

93.13K

ISHARES TR

SOLE

US INDUSTRIALS

Shares110.31K

TypeSH

Market value$16.27M

1.71%

Sole

0.00

Shared

0.00

None

110.31K

FIRST TR EXCHANGE-TRADED FD

SOLE

NASDQ CLN EDGE

Shares95.79K

TypeSH

Market value$15.67M

1.65%

Sole

0.00

Shared

0.00

None

95.79K

ISHARES TR

SOLE

ISHARES SEMICDTR

Shares46.41K

TypeSH

Market value$15.25M

1.60%

Sole

0.00

Shared

0.00

None

46.41K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares303K

TypeSH

Market value$14.64M

1.54%

Sole

0.00

Shared

0.00

None

303K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares243.43K

TypeSH

Market value$13.80M

1.45%

Sole

0.00

Shared

0.00

None

243.43K

FIRST TR EXCHANGE-TRADED FD

SOLE

NASDAQ CYB ETF

Shares207.04K

TypeSH

Market value$12.98M

1.36%

Sole

0.00

Shared

0.00

None

207.04K

MICROSOFT CORP

SOLE

COM

Shares34.06K

TypeSH

Market value$12.61M

1.33%

Sole

0.00

Shared

0.00

None

34.06K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares246.69K

TypeSH

Market value$12.31M

1.29%

Sole

0.00

Shared

0.00

None

246.69K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares104.99K

TypeSH

Market value$11.60M

1.22%

Sole

0.00

Shared

0.00

None

104.99K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares16.40K

TypeSH

Market value$10.67M

1.12%

Sole

0.00

Shared

0.00

None

16.40K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	1.36M	SH	$112.61M 11.84%	1.36M
ISHARES TRSOLE	CORE MSCI EAFE	1.01M	SH	$91.14M 9.58%	1.01M
ISHARES TRSOLE	RUS 1000 VAL ETF	221.76K	SH	$47.38M 4.98%	221.76K
ISHARES INCSOLE	MSCI EMRG CHN	497.08K	SH	$39.10M 4.11%	497.08K
ISHARES TRSOLE	RUS MID CAP ETF	369.25K	SH	$35.90M 3.77%	369.25K
ISHARES TRSOLE	NATIONAL MUN ETF	261.27K	SH	$27.73M 2.92%	261.27K
ISHARES TRSOLE	RUS 1000 GRW ETF	59.96K	SH	$25.57M 2.69%	59.96K
FIRST TR EXCH TRADED FD IIISOLE	INSTL PFD SECS	1.21M	SH	$23.07M 2.43%	1.21M
ISHARES TRSOLE	SHRT NAT MUN ETF	195.95K	SH	$20.87M 2.19%	195.95K
J P MORGAN EXCHANGE TRADED FSOLE	INCOME ETF	444.39K	SH	$20.47M 2.15%	444.39K
VANGUARD INDEX FDSSOLE	GROWTH ETF	46.86K	SH	$20.47M 2.15%	46.86K
ISHARES TRSOLE	MSCI USA QLT FCT	100.85K	SH	$19.34M 2.03%	100.85K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	627.51K	SH	$19.25M 2.02%	627.51K
ISHARES TRSOLE	NEW YORK MUN ETF	350.77K	SH	$18.63M 1.96%	350.77K
VANGUARD INDEX FDSSOLE	VALUE ETF	93.13K	SH	$18.27M 1.92%	93.13K
ISHARES TRSOLE	US INDUSTRIALS	110.31K	SH	$16.27M 1.71%	110.31K
FIRST TR EXCHANGE-TRADED FDSOLE	NASDQ CLN EDGE	95.79K	SH	$15.67M 1.65%	95.79K
ISHARES TRSOLE	ISHARES SEMICDTR	46.41K	SH	$15.25M 1.60%	46.41K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	303K	SH	$14.64M 1.54%	303K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	243.43K	SH	$13.80M 1.45%	243.43K
FIRST TR EXCHANGE-TRADED FDSOLE	NASDAQ CYB ETF	207.04K	SH	$12.98M 1.36%	207.04K
MICROSOFT CORPSOLE	COM	34.06K	SH	$12.61M 1.33%	34.06K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	246.69K	SH	$12.31M 1.29%	246.69K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	104.99K	SH	$11.60M 1.22%	104.99K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	16.40K	SH	$10.67M 1.12%	16.40K

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