Legacy Edge Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Legacy Edge Advisors, Llc disclosed 229 stock positions valued at approximately $1.09B as of quarter-end June 30, 2026. The largest holdings include VANGUARD SCOTTSDALE FDS, ISHARES TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 229
- Portfolio Value
- $1.09B
Holdings by Sector
Legacy Edge Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 10.42% | 1,372,355 | +11,567 | +0.85% | $113,425,175 |
| ISHARES TR | IEFA | Other | 9.11% | 1,026,913 | +20,189 | +2.01% | $99,179,258 |
| ISHARES TR | IWD | Other | 4.61% | 207,147 | -14,616 | -6.59% | $50,218,647 |
| ISHARES INC | EMXC | Other | 4.19% | 445,806 | -51,274 | -10.32% | $45,605,954 |
| ISHARES TR | IWR | Other | 3.86% | 381,311 | +12,064 | +3.27% | $42,066,230 |
| ISHARES TR | MUB | Other | 2.79% | 281,933 | +20,667 | +7.91% | $30,341,629 |
| ISHARES TR | IWF | Other | 2.76% | 241,524 | +181,567 | +302.83% | $29,990,035 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 2.70% | 637,747 | +193,352 | +43.51% | $29,368,249 |
| ISHARES TR | SOXX | Other | 2.29% | 38,947 | -7,467 | -16.09% | $24,955,825 |
| FIRST TR EXCH TRADED FD III | FPEI | Other | 2.23% | 1,261,093 | +46,778 | +3.85% | $24,326,488 |
| VANGUARD INDEX FDS | VUG | Other | 2.21% | 278,734 | +231,877 | +494.86% | $24,010,112 |
| ISHARES TR | QUAL | Other | 2.03% | 100,803 | -44 | -0.04% | $22,119,236 |
| ISHARES TR | SUB | Other | 1.95% | 199,011 | +3,057 | +1.56% | $21,188,686 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.84% | 632,796 | +5,284 | +0.84% | $20,065,959 |
| VANGUARD INDEX FDS | VTV | Other | 1.82% | 90,983 | -2,147 | -2.31% | $19,828,015 |
| ISHARES TR | NYF | Other | 1.81% | 366,334 | +15,563 | +4.44% | $19,747,234 |
| ISHARES TR | IYJ | Other | 1.74% | 113,634 | +3,328 | +3.02% | $18,937,106 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 1.67% | 94,818 | -971 | -1.01% | $18,181,420 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 1.63% | 197,558 | -9,479 | -4.58% | $17,750,553 |
| SPDR SERIES TRUST | SPSM | Other | 1.62% | 305,454 | +2,454 | +0.81% | $17,615,532 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 1.37% | 188,507 | +90,322 | +91.99% | $14,897,669 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 1.36% | 262,507 | +19,080 | +7.84% | $14,826,411 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.26% | 110,273 | +5,279 | +5.03% | $13,757,659 |
| MICROSOFT CORP | MSFT | Technology | 1.17% | 34,028 | -36 | -0.11% | $12,693,220 |
| APPLE INC | AAPL | Technology | 1.15% | 43,351 | +3,428 | +8.59% | $12,543,927 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.14% | 16,685 | +286 | +1.74% | $12,460,060 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.09% | 235,085 | -11,607 | -4.71% | $11,890,599 |
| ISHARES TR | IWP | Other | 1.04% | 77,597 | -603 | -0.77% | $11,360,956 |
| J P MORGAN EXCHANGE TRADED F | JTEK | Other | 1.02% | 99,779 | +25,295 | +33.96% | $11,130,507 |
| ISHARES TR | IVV | Other | 1.02% | 14,840 | +541 | +3.78% | $11,113,811 |
Showing 30 of 229 holdings in the latest reporting period.