Legacy Edge Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$951.4M
Q ending 2026-03-31
Prior quarter
$913.5M
Q ending 2025-12-31
Change
+4.1% QoQ
Positions
223
reported holdings
Largest positions
Top 100 of 223 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Scottsdale Fds | VCIT | Shares | $112.6M | 1.4M |
| Ishares Tr | IEFA | Shares | $91.1M | 1.0M |
| Ishares Tr | IWD | Shares | $47.4M | 222K |
| Ishares Inc | EMXC | Shares | $39.1M | 497K |
| Ishares Tr | IWR | Shares | $35.9M | 369K |
| Ishares Tr | MUB | Shares | $27.7M | 261K |
| Ishares Tr | IWF | Shares | $25.6M | 60K |
| First Tr Exch Traded Fd Iii | FPEI | Shares | $23.1M | 1.2M |
| Ishares Tr | SUB | Shares | $20.9M | 196K |
| J P Morgan Exchange Traded F | JPIE | Shares | $20.5M | 444K |
| Vanguard Index Fds | VUG | Shares | $20.5M | 47K |
| Ishares Tr | QUAL | Shares | $19.3M | 101K |
| Schwab Strategic Tr | SCHD | Shares | $19.3M | 628K |
| Ishares Tr | NYF | Shares | $18.6M | 351K |
| Vanguard Index Fds | VTV | Shares | $18.3M | 93K |
| Ishares Tr | IYJ | Shares | $16.3M | 110K |
| First Tr Exchange-Traded Fd | GRID | Shares | $15.7M | 96K |
| Ishares Tr | SOXX | Shares | $15.3M | 46K |
| Spdr Series Trust | SPSM | Shares | $14.6M | 303K |
| J P Morgan Exchange Traded F | JEPI | Shares | $13.8M | 243K |
| First Tr Exchange-Traded Fd | CIBR | Shares | $13.0M | 207K |
| Microsoft Corp | MSFT | Shares | $12.6M | 34K |
| Vanguard Mun Bd Fds | VTEB | Shares | $12.3M | 247K |
| American Centy Etf Tr | AVUV | Shares | $11.6M | 105K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $10.7M | 16K |
| Apple Inc | AAPL | Shares | $10.1M | 40K |
| Ishares Tr | IWP | Shares | $10.0M | 78K |
| Ishares Tr | IVV | Shares | $9.3M | 14K |
| Select Sector Spdr Tr | XLP | Shares | $8.6M | 105K |
| Ishares Tr | IWS | Shares | $8.2M | 56K |
| Spdr Series Trust | FLRN | Shares | $7.9M | 255K |
| Vanguard Scottsdale Fds | VCSH | Shares | $7.8M | 98K |
| First Tr Exchng Traded Fd Vi | XJUN | Shares | $6.5M | 151K |
| Vanguard Scottsdale Fds | VONG | Shares | $6.3M | 58K |
| Nvidia Corporation | NVDA | Shares | $6.1M | 35K |
| J P Morgan Exchange Traded F | JTEK | Shares | $5.9M | 74K |
| Vanguard Index Fds | VO | Shares | $5.3M | 18K |
| Ishares Inc | IEMG | Shares | $5.1M | 74K |
| Ishares Tr | SUSC | Shares | $5.1M | 219K |
| J P Morgan Exchange Traded F | JSCP | Shares | $4.8M | 102K |
| Vanguard Index Fds | VOO | Shares | $4.6M | 8K |
| Alphabet Inc | GOOGL | Shares | $4.6M | 16K |
| J P Morgan Exchange Traded F | BBUS | Shares | $4.4M | 37K |
| Ishares Tr | ESGD | Shares | $4.0M | 42K |
| Amazon Com Inc | AMZN | Shares | $4.0M | 19K |
| J P Morgan Exchange Traded F | JIRE | Shares | $3.5M | 46K |
| Vanguard Tax-Managed Fds | VEA | Shares | $3.4M | 53K |
| Ishares Tr | IWM | Shares | $3.3M | 13K |
| Nushares Etf Tr | NULV | Shares | $3.3M | 71K |
| Broadcom Inc | AVGO | Shares | $2.7M | 9K |
| American Centy Etf Tr | AVLV | Shares | $2.7M | 33K |
| Jpmorgan Chase & Co | JPM | Shares | $2.6M | 9K |
| Vanguard Index Fds | VB | Shares | $2.6M | 10K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.5M | 5K |
| Ishares Tr | IWO | Shares | $2.4M | 8K |
| J P Morgan Exchange Traded F | JCPB | Shares | $2.4M | 51K |
| Ishares Tr | AGG | Shares | $2.2M | 23K |
| J P Morgan Exchange Traded F | JGRO | Shares | $2.2M | 26K |
| Nushares Etf Tr | NULG | Shares | $2.2M | 24K |
| Vanguard Intl Equity Index F | VWO | Shares | $2.0M | 38K |
| Costco Wholesale Corporation | COST | Shares | $2.0M | 2K |
| Alphabet Inc | GOOG | Shares | $1.9M | 7K |
| Ishares Tr | IWN | Shares | $1.9M | 10K |
| Vanguard Index Fds | VTI | Shares | $1.9M | 6K |
| Ishares Inc | ESGE | Shares | $1.8M | 39K |
| American Express Co | AXP | Shares | $1.8M | 6K |
| Select Sector Spdr Tr | XLK | Shares | $1.8M | 13K |
| Invesco Qqq Tr | QQQ | Shares | $1.8M | 3K |
| Ishares Tr | IUSB | Shares | $1.7M | 37K |
| Ishares Tr | IWB | Shares | $1.7M | 5K |
| J P Morgan Exchange Traded F | JMUB | Shares | $1.7M | 34K |
| Vanguard Scottsdale Fds | VONV | Shares | $1.7M | 18K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $1.6M | 48K |
| Blackrock Etf Trust Ii | BINC | Shares | $1.6M | 31K |
| Spdr Series Trust | SPYM | Shares | $1.6M | 20K |
| Johnson & Johnson | JNJ | Shares | $1.5M | 6K |
| Vanguard Index Fds | VOE | Shares | $1.5M | 8K |
| Spdr Index Shs Fds | SPDW | Shares | $1.5M | 32K |
| Mastercard Incorporated | MA | Shares | $1.4M | 3K |
| Ishares Tr | IGM | Shares | $1.4M | 12K |
| Spdr Series Trust | SPYV | Shares | $1.4M | 24K |
| Meta Platforms Inc | META | Shares | $1.3M | 2K |
| Vanguard Index Fds | VOT | Shares | $1.3M | 5K |
| Visa Inc | V | Shares | $1.3M | 4K |
| Ishares Tr | IWY | Shares | $1.3M | 5K |
| First Tr Exchng Traded Fd Vi | MARM | Shares | $1.3M | 38K |
| Lam Research Corp | LRCX | Shares | $1.2M | 6K |
| Ishares Tr | SUSB | Shares | $1.2M | 48K |
| Abbvie Inc | ABBV | Shares | $1.2M | 5K |
| Spdr Series Trust | SPMD | Shares | $1.2M | 20K |
| Vanguard Index Fds | VBK | Shares | $1.2M | 4K |
| Nushares Etf Tr | NUSC | Shares | $1.1M | 25K |
| Vanguard Index Fds | VBR | Shares | $1.1M | 5K |
| Netflix Inc. | NFLX | Shares | $1.1M | 11K |
| Ishares Tr | SUSA | Shares | $1.1M | 8K |
| Spdr Series Trust | SPYG | Shares | $1.0M | 10K |
| Spdr Index Shs Fds | SPEM | Shares | $1.0M | 22K |
| Home Depot Inc | HD | Shares | $1.0M | 3K |
| Vanguard World Fd | VGT | Shares | $978K | 1K |
| Schwab Strategic Tr | SCHG | Shares | $973K | 33K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.