Legacy Edge Advisors, LLC

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Institutional

CIK 0002105396

$951.4M

Reported AUM

223

Positions

Q1 2026

Period

2026-05-11

Filed

The Brief · Legacy Edge Advisors, LLC · Q1 2026

AI · grounded in 13F

Legacy Edge Advisors, LLC established a new position in VCIT valued at $112.6M. The fund also initiated new holdings in IEFA for $91.1M and IWD for $47.4M. Other new additions include EMXC at $39.1M, IWR at $35.9M, and MUB at $27.7M.

Portfolio · Q1 2026

Top holdings

QoQ vs Q4 2025

#	Ticker	Issuer	Value	% of book	Δ shares (QoQ)	Status
1	VCIT	VANGUARD SCOTTSDALE FDS	$112.6M	11.84%	—	HELD
2	IEFA	ISHARES TR	$91.1M	9.58%	—	HELD
3	IWD	ISHARES TR	$47.4M	4.98%	—	HELD
4	EMXC	ISHARES INC	$39.1M	4.11%	—	HELD
5	IWR	ISHARES TR	$35.9M	3.77%	—	HELD
6	MUB	ISHARES TR	$27.7M	2.92%	—	HELD
7	IWF	ISHARES TR	$25.6M	2.69%	—	HELD
8	FPEI	FIRST TR EXCH TRADED FD III	$23.1M	2.43%	—	HELD
9	SUB	ISHARES TR	$20.9M	2.19%	—	HELD
10	JPIE	J P MORGAN EXCHANGE TRADED F	$20.5M	2.15%	—	HELD
11	VUG	VANGUARD INDEX FDS	$20.5M	2.15%	—	HELD
12	QUAL	ISHARES TR	$19.3M	2.03%	—	HELD
13	SCHD	SCHWAB STRATEGIC TR	$19.3M	2.02%	—	HELD
14	NYF	ISHARES TR	$18.6M	1.96%	—	HELD
15	VTV	VANGUARD INDEX FDS	$18.3M	1.92%	—	HELD
16	IYJ	ISHARES TR	$16.3M	1.71%	—	HELD
17	GRID	FIRST TR EXCHANGE-TRADED FD	$15.7M	1.65%	—	HELD
18	SOXX	ISHARES TR	$15.3M	1.60%	—	HELD
19	SPSM	SPDR SERIES TRUST	$14.6M	1.54%	—	HELD
20	JEPI	J P MORGAN EXCHANGE TRADED F	$13.8M	1.45%	—	HELD
21	CIBR	FIRST TR EXCHANGE-TRADED FD	$13.0M	1.36%	—	HELD
22	MSFT	MICROSOFT CORP	$12.6M	1.33%	—	HELD
23	VTEB	VANGUARD MUN BD FDS	$12.3M	1.29%	—	HELD
24	AVUV	AMERICAN CENTY ETF TR	$11.6M	1.22%	—	HELD
25	SPY	STATE STR SPDR S&P 500 ETF T	$10.7M	1.12%	—	HELD
26	AAPL	APPLE INC	$10.1M	1.07%	—	HELD
27	IWP	ISHARES TR	$10.0M	1.05%	—	HELD
28	IVV	ISHARES TR	$9.3M	0.98%	—	HELD
29	XLP	SELECT SECTOR SPDR TR	$8.6M	0.90%	—	HELD
30	IWS	ISHARES TR	$8.2M	0.86%	—	HELD
31	FLRN	SPDR SERIES TRUST	$7.9M	0.83%	—	HELD
32	VCSH	VANGUARD SCOTTSDALE FDS	$7.8M	0.82%	—	HELD
33	XJUN	FIRST TR EXCHNG TRADED FD VI	$6.5M	0.68%	—	HELD
34	VONG	VANGUARD SCOTTSDALE FDS	$6.3M	0.66%	—	HELD
35	NVDA	NVIDIA CORPORATION	$6.1M	0.64%	—	HELD
36	JTEK	J P MORGAN EXCHANGE TRADED F	$5.9M	0.62%	—	HELD
37	VO	VANGUARD INDEX FDS	$5.3M	0.56%	—	HELD
38	IEMG	ISHARES INC	$5.1M	0.54%	—	HELD
39	SUSC	ISHARES TR	$5.1M	0.53%	—	HELD
40	JSCP	J P MORGAN EXCHANGE TRADED F	$4.8M	0.51%	—	HELD
41	VOO	VANGUARD INDEX FDS	$4.6M	0.49%	—	HELD
42	GOOGL	ALPHABET INC	$4.6M	0.49%	—	HELD
43	BBUS	J P MORGAN EXCHANGE TRADED F	$4.4M	0.46%	—	HELD
44	ESGD	ISHARES TR	$4.0M	0.42%	—	HELD
45	AMZN	AMAZON COM INC	$4.0M	0.42%	—	HELD
46	JIRE	J P MORGAN EXCHANGE TRADED F	$3.5M	0.37%	—	HELD
47	VEA	VANGUARD TAX-MANAGED FDS	$3.4M	0.36%	—	HELD
48	IWM	ISHARES TR	$3.3M	0.35%	—	HELD
49	NULV	NUSHARES ETF TR	$3.3M	0.34%	—	HELD
50	AVGO	BROADCOM INC	$2.7M	0.28%	—	HELD
51	AVLV	AMERICAN CENTY ETF TR	$2.7M	0.28%	—	HELD
52	JPM	JPMORGAN CHASE & CO	$2.6M	0.27%	—	HELD
53	VB	VANGUARD INDEX FDS	$2.6M	0.27%	—	HELD
54	BRK/B	BERKSHIRE HATHAWAY INC DEL	$2.5M	0.27%	—	HELD
55	IWO	ISHARES TR	$2.4M	0.25%	—	HELD
56	JCPB	J P MORGAN EXCHANGE TRADED F	$2.4M	0.25%	—	HELD
57	AGG	ISHARES TR	$2.2M	0.24%	—	HELD
58	JGRO	J P MORGAN EXCHANGE TRADED F	$2.2M	0.23%	—	HELD
59	NULG	NUSHARES ETF TR	$2.2M	0.23%	—	HELD
60	VWO	VANGUARD INTL EQUITY INDEX F	$2.0M	0.21%	—	HELD
61	COST	COSTCO WHOLESALE CORPORATION	$2.0M	0.21%	—	HELD
62	GOOG	ALPHABET INC	$1.9M	0.20%	—	HELD
63	IWN	ISHARES TR	$1.9M	0.20%	—	HELD
64	VTI	VANGUARD INDEX FDS	$1.9M	0.20%	—	HELD
65	ESGE	ISHARES INC	$1.8M	0.19%	—	HELD
66	AXP	AMERICAN EXPRESS CO	$1.8M	0.19%	—	HELD
67	XLK	SELECT SECTOR SPDR TR	$1.8M	0.19%	—	HELD
68	QQQ	INVESCO QQQ TR	$1.8M	0.18%	—	HELD
69	IUSB	ISHARES TR	$1.7M	0.18%	—	HELD
70	IWB	ISHARES TR	$1.7M	0.18%	—	HELD
71	JMUB	J P MORGAN EXCHANGE TRADED F	$1.7M	0.18%	—	HELD
72	VONV	VANGUARD SCOTTSDALE FDS	$1.7M	0.18%	—	HELD
73	BUFR	FIRST TR EXCHNG TRADED FD VI	$1.6M	0.17%	—	HELD
74	BINC	BLACKROCK ETF TRUST II	$1.6M	0.17%	—	HELD
75	SPYM	SPDR SERIES TRUST	$1.6M	0.16%	—	HELD
76	JNJ	JOHNSON & JOHNSON	$1.5M	0.16%	—	HELD
77	VOE	VANGUARD INDEX FDS	$1.5M	0.16%	—	HELD
78	SPDW	SPDR INDEX SHS FDS	$1.5M	0.15%	—	HELD
79	MA	MASTERCARD INCORPORATED	$1.4M	0.15%	—	HELD
80	IGM	ISHARES TR	$1.4M	0.14%	—	HELD
81	SPYV	SPDR SERIES TRUST	$1.4M	0.14%	—	HELD
82	META	META PLATFORMS INC	$1.3M	0.14%	—	HELD
83	VOT	VANGUARD INDEX FDS	$1.3M	0.14%	—	HELD
84	V	VISA INC	$1.3M	0.13%	—	HELD
85	IWY	ISHARES TR	$1.3M	0.13%	—	HELD
86	MARM	FIRST TR EXCHNG TRADED FD VI	$1.3M	0.13%	—	HELD
87	LRCX	LAM RESEARCH CORP	$1.2M	0.13%	—	HELD
88	SUSB	ISHARES TR	$1.2M	0.13%	—	HELD
89	ABBV	ABBVIE INC	$1.2M	0.12%	—	HELD
90	SPMD	SPDR SERIES TRUST	$1.2M	0.12%	—	HELD
91	VBK	VANGUARD INDEX FDS	$1.2M	0.12%	—	HELD
92	NUSC	NUSHARES ETF TR	$1.1M	0.12%	—	HELD
93	VBR	VANGUARD INDEX FDS	$1.1M	0.11%	—	HELD
94	NFLX	NETFLIX INC.	$1.1M	0.11%	—	HELD
95	SUSA	ISHARES TR	$1.1M	0.11%	—	HELD
96	SPYG	SPDR SERIES TRUST	$1.0M	0.11%	—	HELD
97	SPEM	SPDR INDEX SHS FDS	$1.0M	0.11%	—	HELD
98	HD	HOME DEPOT INC	$1.0M	0.11%	—	HELD
99	VGT	VANGUARD WORLD FD	$978K	0.10%	—	HELD
100	SCHG	SCHWAB STRATEGIC TR	$973K	0.10%	—	HELD
101	SGOV	ISHARES TR	$863K	0.09%	—	HELD
102	SRLN	SSGA ACTIVE ETF TR	$859K	0.09%	—	HELD
103	LLY	ELI LILLY & CO	$822K	0.09%	—	HELD
104	MBB	ISHARES TR	$797K	0.08%	—	HELD
105	IBB	ISHARES TR	$775K	0.08%	—	HELD
106	TMO	THERMO FISHER SCIENTIFIC INC	$732K	0.08%	—	HELD
107	IVW	ISHARES TR	$698K	0.07%	—	HELD
108	LMBS	FIRST TR EXCHANGE-TRADED FD	$696K	0.07%	—	HELD
109	FIW	FIRST TR EXCHANGE-TRADED FD	$691K	0.07%	—	HELD
110	IGV	ISHARES TR	$681K	0.07%	—	HELD
111	VGSH	VANGUARD SCOTTSDALE FDS	$668K	0.07%	—	HELD
112	IVE	ISHARES TR	$660K	0.07%	—	HELD
113	BDYN	BLACKROCK ETF TRUST	$660K	0.07%	—	HELD
114	KO	COCA COLA CO	$656K	0.07%	—	HELD
115	BDVL	BLACKROCK ETF TRUST	$646K	0.07%	—	HELD
116	CAT	CATERPILLAR INC	$638K	0.07%	—	HELD
117	SHYM	BLACKROCK ETF TRUST II	$635K	0.07%	—	HELD
118	VTC	VANGUARD SCOTTSDALE FDS	$598K	0.06%	—	HELD
119	QCOM	QUALCOMM INC	$597K	0.06%	—	HELD
120	DYNF	BLACKROCK ETF TRUST	$591K	0.06%	—	HELD
121	VV	VANGUARD INDEX FDS	$590K	0.06%	—	HELD
122	EFG	ISHARES TR	$587K	0.06%	—	HELD
123	WMT	WALMART INC	$565K	0.06%	—	HELD
124	PEP	PEPSICO INC	$547K	0.06%	—	HELD
125	TLH	ISHARES TR	$546K	0.06%	—	HELD
126	VYM	VANGUARD WHITEHALL FDS	$545K	0.06%	—	HELD
127	RIO	RIO TINTO PLC	$542K	0.06%	—	HELD
128	LQD	ISHARES TR	$540K	0.06%	—	HELD
129	TXN	TEXAS INSTRS INC	$538K	0.06%	—	HELD
130	HON	HONEYWELL INTL INC	$536K	0.06%	—	HELD
131	PH	PARKER-HANNIFIN CORP	$535K	0.06%	—	HELD
132	BBHY	J P MORGAN EXCHANGE TRADED F	$529K	0.06%	—	HELD
133	XDEC	FIRST TR EXCHNG TRADED FD VI	$525K	0.06%	—	HELD
134	IAU	ISHARES GOLD TR	$518K	0.05%	—	HELD
135	AMGN	AMGEN INC	$518K	0.05%	—	HELD
136	MS	MORGAN STANLEY	$504K	0.05%	—	HELD
137	CSCO	CISCO SYS INC	$501K	0.05%	—	HELD
138	QDF	FLEXSHARES TR	$489K	0.05%	—	HELD
139	VIG	VANGUARD SPECIALIZED FUNDS	$487K	0.05%	—	HELD
140	GSC	GOLDMAN SACHS ETF TR	$482K	0.05%	—	HELD
141	PG	PROCTER & GAMBLE CO	$480K	0.05%	—	HELD
142	EFV	ISHARES TR	$480K	0.05%	—	HELD
143	PHO	INVESCO EXCHANGE TRADED FD T	$478K	0.05%	—	HELD
144	CVX	CHEVRON CORPORATION	$473K	0.05%	—	HELD
145	GS	GOLDMAN SACHS GROUP INC	$458K	0.05%	—	HELD
146	TSLA	TESLA INC	$430K	0.05%	—	HELD
147	SHM	SPDR SERIES TRUST	$430K	0.05%	—	HELD
148	XLI	SELECT SECTOR SPDR TR	$428K	0.04%	—	HELD
149	VXF	VANGUARD INDEX FDS	$426K	0.04%	—	HELD
150	ETR	ENTERGY CORP NEW	$417K	0.04%	—	HELD
151	ICLN	ISHARES TR	$412K	0.04%	—	HELD
152	VOOG	VANGUARD ADMIRAL FDS INC	$406K	0.04%	—	HELD
153	MMM	3M CO	$405K	0.04%	—	HELD
154	XLC	SELECT SECTOR SPDR TR	$403K	0.04%	—	HELD
155	SCCO	SOUTHERN COPPER CORP	$399K	0.04%	—	HELD
156	LOW	LOWES COS INC	$396K	0.04%	—	HELD
157	IJH	ISHARES TR	$393K	0.04%	—	HELD
158	BX	BLACKSTONE INC	$390K	0.04%	—	HELD
159	IJR	ISHARES TR	$389K	0.04%	—	HELD
160	MCK	MCKESSON CORP	$387K	0.04%	—	HELD
161	QCLN	FIRST TR EXCHANGE-TRADED FD	$384K	0.04%	—	HELD
162	XOM	EXXON MOBIL CORP	$377K	0.04%	—	HELD
163	MRK	MERCK & CO INC	$376K	0.04%	—	HELD
164	ADI	ANALOG DEVICES INC	$365K	0.04%	—	HELD
165	PAVE	GLOBAL X FDS	$365K	0.04%	—	HELD
166	GLD	SPDR GOLD TR	$363K	0.04%	—	HELD
167	EFA	ISHARES TR	$362K	0.04%	—	HELD
168	DIA	STATE STR SPDR DOW JONES IND	$362K	0.04%	—	HELD
169	GOVT	ISHARES TR	$358K	0.04%	—	HELD
170	RTX	RTX CORPORATION	$356K	0.04%	—	HELD
171	ORCL	ORACLE CORP	$347K	0.04%	—	HELD
172	BLK	BLACKROCK INC	$347K	0.04%	—	HELD
173	GE	GE AEROSPACE	$338K	0.04%	—	HELD
174	CSX	CSX CORP	$333K	0.03%	—	HELD
175	XLF	SELECT SECTOR SPDR TR	$327K	0.03%	—	HELD
176	PFE	PFIZER INC	$327K	0.03%	—	HELD
177	BAC	BANK AMERICA CORP	$321K	0.03%	—	HELD
178	IWX	ISHARES TR	$317K	0.03%	—	HELD
179	ABT	ABBOTT LABORATORIES	$314K	0.03%	—	HELD
180	ESGU	ISHARES TR	$310K	0.03%	—	HELD
181	INTC	INTEL CORP	$306K	0.03%	—	HELD
182	SCZ	ISHARES TR	$302K	0.03%	—	HELD
183	VHT	VANGUARD WORLD FD	$295K	0.03%	—	HELD
184	IUSG	ISHARES TR	$292K	0.03%	—	HELD
185	DIS	DISNEY WALT CO	$288K	0.03%	—	HELD
186	VZ	VERIZON COMMUNICATIONS INC	$285K	0.03%	—	HELD
187	SCHZ	SCHWAB STRATEGIC TR	$283K	0.03%	—	HELD
188	SCHV	SCHWAB STRATEGIC TR	$282K	0.03%	—	HELD
189	TRV	TRAVELERS COMPANIES INC	$280K	0.03%	—	HELD
190	UNH	UNITEDHEALTH GROUP INC	$275K	0.03%	—	HELD
191	IBM	INTERNATIONAL BUSINESS MACHS	$274K	0.03%	—	HELD
192	XJR	ISHARES TR	$273K	0.03%	—	HELD
193	MTUM	ISHARES TR	$269K	0.03%	—	HELD
194	MDLZ	MONDELEZ INTL INC	$265K	0.03%	—	HELD
195	NOC	NORTHROP GRUMMAN CORP	$265K	0.03%	—	HELD
196	BOND	PIMCO ETF TR	$262K	0.03%	—	HELD
197	COP	CONOCOPHILLIPS	$258K	0.03%	—	HELD
198	SCHR	SCHWAB STRATEGIC TR	$254K	0.03%	—	HELD
199	CRM	SALESFORCE INC	$253K	0.03%	—	HELD
200	AMAT	APPLIED MATLS INC	$252K	0.03%	—	HELD
201	MUNI	PIMCO ETF TR	$248K	0.03%	—	HELD
202	EWJ	ISHARES INC	$246K	0.03%	—	HELD
203	GEV	GE VERNOVA INC	$244K	0.03%	—	HELD
204	SO	SOUTHERN CO	$244K	0.03%	—	HELD
205	DUK	DUKE ENERGY CORP NEW	$241K	0.03%	—	HELD
206	BAI	BLACKROCK ETF TRUST	$237K	0.02%	—	HELD
207	DFIS	DIMENSIONAL ETF TRUST	$236K	0.02%	—	HELD
208	VIOO	VANGUARD ADMIRAL FDS INC	$235K	0.02%	—	HELD
209	DGRO	ISHARES TR	$232K	0.02%	—	HELD
210	CL	COLGATE PALMOLIVE CO	$231K	0.02%	—	HELD
211	ITOT	ISHARES TR	$230K	0.02%	—	HELD
212	THRO	BLACKROCK ETF TRUST	$227K	0.02%	—	HELD
213	ZTS	ZOETIS INC	$223K	0.02%	—	HELD
214	ESML	ISHARES TR	$223K	0.02%	—	HELD
215	BHP	BHP BILLITON LIMITED	$222K	0.02%	—	HELD
216	FPE	FIRST TR EXCH TRADED FD III	$221K	0.02%	—	HELD
217	SLV	ISHARES SILVER TR	$219K	0.02%	—	HELD
218	VALE	VALE S A	$215K	0.02%	—	HELD
219	FLG	FLAGSTAR BANK NATIONAL ASSOC	$213K	0.02%	—	HELD
220	PM	PHILIP MORRIS INTL INC	$205K	0.02%	—	HELD
221	BBSC	J P MORGAN EXCHANGE TRADED F	$205K	0.02%	—	HELD
222	TJX	TJX COS INC NEW	$201K	0.02%	—	HELD
223	NG	NOVAGOLD RESOURCES INC	$103K	0.01%	—	HELD

Source: SEC EDGAR · accession 0002105396-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.