Q2 2026 13F · SEC CIK 2105396

Legacy Edge Advisors, LLC

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.1B
Reported positions: 239
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.2B

Legacy Edge Advisors, LLC is a wealth manager that reported 239 positions worth $1.1B in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Vanguard Scottsdale Fds (VCIT, 10.4%), Ishares Core Msci Eafe ETF (IEFA, 9.1%), Ishares Russell 1000 Value ETF (IWD, 4.6%).

Legacy Edge Advisors, LLC holdings largest 50 of 239 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Legacy Edge Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VCITVanguard Scottsdale Fds	10.4%	11.8%	1,372,355	+0.9%	$113.4M
IEFAIshares Core Msci Eafe ETF	9.1%	9.6%	1,026,913	+2.0%	$99.2M
IWDIshares Russell 1000 Value ETF	4.6%	5.0%	207,147	-6.6%	$50.2M
EMXCIshares Inc	4.2%	4.1%	445,806	-10.3%	$45.6M
IWRIshares Russell Midcap ETF	3.9%	3.8%	381,311	+3.3%	$42.1M
MUBIshares National Muni Bond ETF	2.8%	2.9%	281,933	+7.9%	$30.3M
IWFIshares Russell 1000 Growth ETF	2.8%	2.7%	241,524	+302.8%	$30.0M
JPIEJpmorgan Income ETF	2.7%	2.2%	637,747	+43.5%	$29.4M
SOXXIshares Semiconductor ETF	2.3%	1.6%	38,947	-16.1%	$25.0M
FPEIFirst Tr Exch Traded Fd III	2.2%	2.4%	1,261,093	+3.9%	$24.3M
VUGVanguard Indx Fd	2.2%	2.2%	278,734	+494.9%	$24.0M
QUALIshares Msci USA Quality Factor ETF	2.0%	2.0%	100,803	-0.0%	$22.1M
SUBIshares Tr	1.9%	2.2%	199,011	+1.6%	$21.2M
SCHDSchwab Strategic Tr	1.8%	2.0%	632,796	+0.8%	$20.1M
VTVVanguard Value ETF	1.8%	1.9%	90,983	-2.3%	$19.8M
NYFIshares Tr	1.8%	2.0%	366,334	+4.4%	$19.7M
IYJIshares U.s. Industrials ETF	1.7%	1.7%	113,634	+3.0%	$18.9M
GRIDFirst Tr Exchange-Traded Fd	1.7%	1.6%	94,818	-1.0%	$18.2M
CIBRFirst Tr Exchange-Traded Fd	1.6%	1.4%	197,558	-4.6%	$17.8M
SPSMSpdr Series Trust	1.6%	1.5%	305,454	+0.8%	$17.6M
VCSHVanguard Scottsdale Fds	1.4%	0.8%	188,507	+92.0%	$14.9M
JEPIJpmorgan Equity Premium Income ETF	1.4%	1.4%	262,507	+7.8%	$14.8M
AVUVAvantis US Small Cap Value ETF	1.3%	1.2%	110,273	+5.0%	$13.8M
MSFTMicrosoft Corp	1.2%	1.3%	34,028	-0.1%	$12.7M
AAPLApple Inc	1.2%	1.1%	43,351	+8.6%	$12.5M
SPYSpdr S&p 500 ETF Tr	1.1%	1.1%	16,685	+1.7%	$12.5M
VTEBVanguard Tx Ex Bd	1.1%	1.3%	235,085	-4.7%	$11.9M
IWPIshares Russell Mid-Cap Growth ETF	1.0%	1.1%	77,597	-0.8%	$11.4M
JTEKJ P Morgan Exchange Traded F	1.0%	0.6%	99,779	+34.0%	$11.1M
IVVIshares Core S&p 500 ETF	1.0%	1.0%	14,840	+3.8%	$11.1M
IWSIshares Russell Mid-Cap Value ETF	0.8%	0.9%	55,797	-1.1%	$9.2M
XLPState Street Consumer Staples Select Sec	0.8%	0.9%	109,029	+4.2%	$9.1M
IEMGIshares	0.8%	0.5%	98,715	+34.2%	$8.2M
FLRNState Street Spdr Bloomberg Investment G	0.7%	0.8%	254,331	-0.4%	$7.8M
XJUNFirst Tr Exchng Traded Fd Vi	0.7%	0.7%	165,940	+9.6%	$7.4M
VONGVanguard Russell 1000 Growth ETF	0.7%	0.7%	56,595	-1.6%	$7.2M
NVDANvidia Corporation Com	0.6%	0.6%	33,910	-2.3%	$6.8M
GOOGLAlphabet Inc	0.6%	0.5%	18,111	+12.5%	$6.5M
VOVanguard Index Fds	0.5%	0.6%	73,508	+299.4%	$5.9M
JSCPJ P Morgan Exchange Traded F	0.5%	0.5%	119,228	+16.8%	$5.6M
SUSCIshares Tr	0.5%	0.5%	235,522	+7.6%	$5.5M
BBUSJ P Morgan Exchange Traded F	0.5%	0.5%	39,600	+6.4%	$5.3M
VOOVanguard S&p 500 ETF	0.5%	0.5%	7,694	-1.0%	$5.3M
AMZNAmazon Com Inc Com	0.4%	0.4%	18,840	-0.7%	$4.5M
ESGDIshares Msci Eafe Esg	0.4%	0.4%	42,628	+1.0%	$4.4M
JIREJ P Morgan Exchange Traded F	0.4%	0.4%	50,326	+9.6%	$4.2M
IWMIshares	0.4%	0.3%	13,498	+2.0%	$4.1M
JCPBJ P Morgan Exchange Traded F	0.3%	—	80,818	—	$3.8M
VEAVanguard Tax-Managed Fds	0.3%	0.4%	52,716	-0.2%	$3.8M
NULVNushares ETF Tr	0.3%	0.3%	68,930	-3.5%	$3.4M

What Legacy Edge Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.1B	239
Q1 2026	$951.4M	223
Q4 2025	$913.5M	217

Questions about Legacy Edge Advisors, LLC's portfolio

What stocks does Legacy Edge Advisors, LLC own?

Legacy Edge Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 239 positions worth $1.1B. The largest are Vanguard Scottsdale Fds (VCIT) at 10.4%, Ishares Core Msci Eafe ETF (IEFA) at 9.1%, Ishares Russell 1000 Value ETF (IWD) at 4.6%, Ishares Inc (EMXC) at 4.2% and Ishares Russell Midcap ETF (IWR) at 3.9%.

What did Legacy Edge Advisors, LLC buy last quarter?

In Q2 2026, Legacy Edge Advisors, LLC added Vanguard Indx Fd (VUG) (+494.9% shares), Ishares Russell 1000 Growth ETF (IWF) (+302.8% shares) and Vanguard Index Fds (VO) (+299.4% shares), compared with its Q1 2026 filing.

What did Legacy Edge Advisors, LLC sell last quarter?

In Q2 2026, Legacy Edge Advisors, LLC cut from its top 50 Broadcom Inc (AVGO), Ishares Semiconductor ETF (SOXX) (-16.1% shares), Ishares Inc (EMXC) (-10.3% shares) and Ishares Russell 1000 Value ETF (IWD) (-6.6% shares), compared with its Q1 2026 filing.

When is Legacy Edge Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Legacy Edge Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Legacy Edge Advisors, LLC manage?

Legacy Edge Advisors, LLC reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.1B.