Legacy Edge Advisors, Llc Portfolio Stock Holdings
Legacy Edge Advisors, Llc disclosed 223 stock positions valued at approximately $951.4 million in its latest SEC 13F filing. The largest holdings include VANGUARD SCOTTSDALE FDS, ISHARES TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 223
- Portfolio Value
- $951.4M
Holdings by Sector
Legacy Edge Advisors, Llc Portfolio Holdings in Q1 2026
218 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 11.84% | 1,360,788 | +118,905 | +9.57% | $112,605,246 |
| ISHARES TR | IEFA | Other | 9.58% | 1,006,724 | +39,832 | +4.12% | $91,138,724 |
| ISHARES TR | IWD | Other | 4.98% | 221,763 | -5,877 | -2.58% | $47,384,100 |
| ISHARES INC | EMXC | Other | 4.11% | 497,080 | +25,477 | +5.40% | $39,100,313 |
| ISHARES TR | IWR | Other | 3.77% | 369,247 | +38,250 | +11.56% | $35,901,886 |
| ISHARES TR | MUB | Other | 2.92% | 261,266 | +23,749 | +10.00% | $27,733,386 |
| ISHARES TR | IWF | Other | 2.69% | 59,957 | -1,102 | -1.80% | $25,565,665 |
| FIRST TR EXCH TRADED FD III | FPEI | Other | 2.43% | 1,214,315 | +91,086 | +8.11% | $23,071,984 |
| ISHARES TR | SUB | Other | 2.19% | 195,954 | +7,309 | +3.87% | $20,869,101 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 2.15% | 444,395 | +210,771 | +90.22% | $20,473,278 |
| VANGUARD INDEX FDS | VUG | Other | 2.15% | 46,857 | +135 | +0.29% | $20,466,824 |
| ISHARES TR | QUAL | Other | 2.03% | 100,847 | -13,043 | -11.45% | $19,343,473 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.02% | 627,512 | -73,809 | -10.52% | $19,252,071 |
| ISHARES TR | NYF | Other | 1.96% | 350,771 | +56,800 | +19.32% | $18,632,956 |
| VANGUARD INDEX FDS | VTV | Other | 1.92% | 93,130 | -6,602 | -6.62% | $18,272,148 |
| ISHARES TR | IYJ | Other | 1.71% | 110,306 | +6,270 | +6.03% | $16,274,547 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 1.65% | 95,789 | +1,497 | +1.59% | $15,669,223 |
| ISHARES TR | SOXX | Other | 1.60% | 46,414 | -4,446 | -8.74% | $15,254,478 |
| SPDR SERIES TRUST | SPSM | Other | 1.54% | 303,000 | -147,872 | -32.80% | $14,640,960 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 1.45% | 243,427 | -15,684 | -6.05% | $13,797,425 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 1.36% | 207,037 | +24,031 | +13.13% | $12,977,052 |
| MICROSOFT CORP | MSFT | Technology | 1.33% | 34,064 | +576 | +1.72% | $12,609,565 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.29% | 246,692 | -2,012 | -0.81% | $12,307,464 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.22% | 104,994 | +101,073 | +2577.74% | $11,598,687 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.12% | 16,399 | -853 | -4.94% | $10,665,102 |
| APPLE INC | AAPL | Technology | 1.07% | 39,923 | -964 | -2.36% | $10,132,108 |
| ISHARES TR | IWP | Other | 1.05% | 78,200 | +12 | +0.02% | $10,018,993 |
| ISHARES TR | IVV | Other | 0.98% | 14,299 | -793 | -5.25% | $9,340,314 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.90% | 104,596 | +77,149 | +281.08% | $8,574,780 |
| ISHARES TR | IWS | Other | 0.86% | 56,398 | -1,159 | -2.01% | $8,219,445 |
| SPDR SERIES TRUST | FLRN | Other | 0.83% | 255,404 | +9,926 | +4.04% | $7,861,333 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.82% | 98,185 | +94,870 | +2861.84% | $7,783,165 |
| FIRST TR EXCHNG TRADED FD VI | XJUN | Other | 0.68% | 151,441 | -12,639 | -7.70% | $6,506,269 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.66% | 57,507 | +212 | +0.37% | $6,307,943 |
| NVIDIA CORPORATION | NVDA | Technology | 0.64% | 34,714 | +687 | +2.02% | $6,054,078 |
| J P MORGAN EXCHANGE TRADED F | JTEK | Other | 0.62% | 74,484 | +74,484 | +100.00% | $5,924,457 |
| VANGUARD INDEX FDS | VO | Other | 0.56% | 18,405 | -47 | -0.25% | $5,285,548 |
| ISHARES INC | IEMG | Other | 0.54% | 73,567 | +4,709 | +6.84% | $5,131,298 |
| ISHARES TR | SUSC | Other | 0.53% | 218,857 | +47,246 | +27.53% | $5,063,848 |
| J P MORGAN EXCHANGE TRADED F | JSCP | Other | 0.51% | 102,068 | +13,043 | +14.65% | $4,827,816 |
| VANGUARD INDEX FDS | VOO | Other | 0.49% | 7,771 | -189 | -2.37% | $4,643,265 |
| ALPHABET INC | GOOGL | Communication Services | 0.49% | 16,092 | -196 | -1.20% | $4,627,416 |
| J P MORGAN EXCHANGE TRADED F | BBUS | Other | 0.46% | 37,204 | +11,384 | +44.09% | $4,359,565 |
| ISHARES TR | ESGD | Other | 0.42% | 42,213 | +3,902 | +10.19% | $4,036,407 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.42% | 18,975 | -26 | -0.14% | $3,951,923 |
| J P MORGAN EXCHANGE TRADED F | JIRE | Other | 0.37% | 45,908 | +7,063 | +18.18% | $3,477,072 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.36% | 52,846 | -7,468 | -12.38% | $3,386,372 |
| ISHARES TR | IWM | Other | 0.35% | 13,238 | -93 | -0.70% | $3,283,024 |
| NUSHARES ETF TR | NULV | Other | 0.34% | 71,441 | +3,350 | +4.92% | $3,250,566 |
| BROADCOM INC | AVGO | Technology | 0.28% | 8,684 | -145 | -1.64% | $2,687,785 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.28% | 32,899 | +5,245 | +18.97% | $2,651,988 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.27% | 8,893 | -58 | -0.65% | $2,616,008 |
| VANGUARD INDEX FDS | VB | Other | 0.27% | 9,939 | +170 | +1.74% | $2,603,223 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.27% | 5,318 | -20 | -0.37% | $2,548,386 |
| ISHARES TR | IWO | Other | 0.25% | 7,614 | -174 | -2.23% | $2,389,411 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 0.25% | 50,698 | +50,698 | +100.00% | $2,386,862 |
| ISHARES TR | AGG | Other | 0.24% | 22,550 | -23,341 | -50.86% | $2,238,539 |
| J P MORGAN EXCHANGE TRADED F | JGRO | Other | 0.23% | 25,922 | +4,588 | +21.51% | $2,190,927 |
| NUSHARES ETF TR | NULG | Other | 0.23% | 23,868 | +1,863 | +8.47% | $2,170,556 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.21% | 37,681 | -204 | -0.54% | $2,036,658 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.21% | 2,007 | -8 | -0.40% | $2,000,286 |
| ALPHABET INC | GOOG | Communication Services | 0.20% | 6,732 | -84 | -1.23% | $1,931,190 |
| ISHARES TR | IWN | Other | 0.20% | 9,864 | -27 | -0.27% | $1,870,116 |
| VANGUARD INDEX FDS | VTI | Other | 0.20% | 5,820 | -182 | -3.03% | $1,867,120 |
| ISHARES INC | ESGE | Other | 0.19% | 38,950 | +4,090 | +11.73% | $1,771,057 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.19% | 5,855 | -42 | -0.71% | $1,770,924 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.19% | 13,269 | +2,739 | +26.01% | $1,763,450 |
| INVESCO QQQ TR | QQQ | Other | 0.18% | 3,038 | +43 | +1.44% | $1,753,603 |
| ISHARES TR | IUSB | Other | 0.18% | 37,073 | +5,577 | +17.71% | $1,712,402 |
| ISHARES TR | IWB | Other | 0.18% | 4,763 | -329 | -6.46% | $1,698,295 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.18% | 33,578 | -181 | -0.54% | $1,678,564 |
| VANGUARD SCOTTSDALE FDS | VONV | Other | 0.18% | 17,811 | -30 | -0.17% | $1,669,603 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.17% | 47,735 | +4,878 | +11.38% | $1,612,011 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.17% | 30,739 | +1,738 | +5.99% | $1,596,276 |
| SPDR SERIES TRUST | SPLG | Other | 0.16% | 20,329 | +2,555 | +14.37% | $1,555,982 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.16% | 6,069 | -63 | -1.03% | $1,483,506 |
| VANGUARD INDEX FDS | VOE | Other | 0.16% | 8,035 | -2,529 | -23.94% | $1,480,690 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.15% | 32,096 | -517 | -1.59% | $1,465,182 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.15% | 2,823 | -52 | -1.81% | $1,410,540 |
| ISHARES TR | IGM | Other | 0.14% | 11,624 | -300 | -2.52% | $1,377,560 |
| SPDR SERIES TRUST | SPYV | Other | 0.14% | 23,883 | +2,493 | +11.65% | $1,351,300 |
| META PLATFORMS INC | META | Communication Services | 0.14% | 2,340 | -30 | -1.27% | $1,338,784 |
| VANGUARD INDEX FDS | VOT | Other | 0.14% | 5,175 | -101 | -1.91% | $1,331,786 |
| VISA INC | V | Financial Services | 0.13% | 4,217 | -71 | -1.66% | $1,274,546 |
| ISHARES TR | IWY | Other | 0.13% | 5,100 | -150 | -2.86% | $1,269,084 |
| FIRST TR EXCHNG TRADED FD VI | MARM | Other | 0.13% | 37,638 | -1,893 | -4.79% | $1,260,120 |
| LAM RESEARCH CORP | LRCX | Other | 0.13% | 5,698 | -327 | -5.43% | $1,217,435 |
| ISHARES TR | SUSB | Other | 0.13% | 47,827 | +8,685 | +22.19% | $1,198,784 |
| ABBVIE INC | ABBV | Healthcare | 0.12% | 5,392 | -146 | -2.64% | $1,172,774 |
| SPDR SERIES TRUST | SPMD | Other | 0.12% | 19,606 | +6,239 | +46.67% | $1,161,067 |
| VANGUARD INDEX FDS | VBK | Other | 0.12% | 3,812 | -43 | -1.12% | $1,152,177 |
| NUSHARES ETF TR | NUSC | Other | 0.12% | 25,358 | +4,827 | +23.51% | $1,142,631 |
| VANGUARD INDEX FDS | VBR | Other | 0.11% | 4,988 | -2,028 | -28.91% | $1,083,643 |
| NETFLIX INC. | NFLX | Communication Services | 0.11% | 11,122 | +223 | +2.05% | $1,069,380 |
| ISHARES TR | SUSA | Other | 0.11% | 8,004 | +848 | +11.85% | $1,057,328 |
| SPDR SERIES TRUST | SPYG | Other | 0.11% | 10,432 | +188 | +1.84% | $1,021,397 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.11% | 21,749 | +427 | +2.00% | $1,020,246 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.11% | 3,095 | -52 | -1.65% | $1,018,014 |
| VANGUARD WORLD FD | VGT | Other | 0.10% | 1,402 | +46 | +3.39% | $978,216 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.10% | 33,400 | -1,887 | -5.35% | $972,944 |