Legacy Edge Advisors, LLC
- SEC CIK
- 0002105396
- Latest filing
- Aug 11, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Aug 17, 2026. Long positions only.
- Positions
- 158
- No filing for Q3 2023
- Portfolio value
- $437.0M
- No filing for Q3 2023
Legacy Edge Advisors, LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Eafe ETF46432F842 | ETF | 494,024 | $34.8M | 8.0% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 327,244 | $26.6M | 6.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 78,962 | $23.9M | 5.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 56,448 | $17.5M | 4.0% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 109,997 | $16.4M | 3.8% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 90,027 | $14.9M | 3.4% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 292,685 | $14.8M | 3.4% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 124,956 | $14.5M | 3.3% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 136,900 | $14.3M | 3.3% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 114,900 | $12.1M | 2.8% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 229,614 | $11.7M | 2.7% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 57,862 | $11.6M | 2.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 29,149 | $11.0M | 2.5% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 21,561 | $10.3M | 2.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 128,035 | $9.75M | 2.2% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 61,333 | $9.02M | 2.1% | – | – | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 286,115 | $8.75M | 2.0% | – | – | – |
| iShares Tr464287754 | US INDUSTRIALS | 68,041 | $7.78M | 1.8% | – | – | – |
| iShares Semiconductor ETF464287523 | ETF | 11,522 | $6.64M | 1.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,365 | $5.88M | 1.3% | – | – | History |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 108,060 | $5.82M | 1.3% | – | – | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 334,999 | $5.81M | 1.3% | – | – | – |
| iShares Tr464287515 | EXPANDED TECH | 14,142 | $5.74M | 1.3% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 70,545 | $5.50M | 1.3% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 107,488 | $4.95M | 1.1% | – | – | – |
| AAPLApple Inc. | Stock | 25,152 | $4.84M | 1.1% | – | – | History |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 271,292 | $4.84M | 1.1% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 26,972 | $4.26M | 1.0% | – | – | – |
| iShares Tr464288182 | MSCI AC ASIA ETF | 62,713 | $4.17M | 1.0% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 71,333 | $4.16M | 1.0% | – | – | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 34,541 | $3.62M | 0.8% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 14,933 | $3.47M | 0.8% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 33,518 | $3.10M | 0.7% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 6,660 | $2.91M | 0.7% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 28,066 | $2.81M | 0.6% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 10,258 | $2.59M | 0.6% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 50,266 | $2.41M | 0.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 14,779 | $2.25M | 0.5% | – | – | History |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 125,394 | $2.11M | 0.5% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 19,454 | $2.11M | 0.5% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 26,564 | $2.06M | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 11,350 | $2.04M | 0.5% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 14,075 | $1.97M | 0.4% | – | – | History |
| Vanguard Scottsdale FDS92206C573 | TOTAL CORP BND | 24,712 | $1.91M | 0.4% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 25,330 | $1.91M | 0.4% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 10,339 | $1.81M | 0.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 8,191 | $1.75M | 0.4% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 23,012 | $1.60M | 0.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 3,097 | $1.53M | 0.4% | – | – | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 6,949 | $1.53M | 0.3% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 9,815 | $1.52M | 0.3% | – | – | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 42,198 | $1.52M | 0.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 34,589 | $1.42M | 0.3% | – | – | – |
| LOWLowes Companies Inc | Stock | 6,341 | $1.41M | 0.3% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,850 | $1.37M | 0.3% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 7,650 | $1.30M | 0.3% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,667 | $1.28M | 0.3% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 4,629 | $1.21M | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 7,368 | $1.08M | 0.2% | – | – | History |
| WMTWalmart Inc. | Stock | 6,601 | $1.04M | 0.2% | – | – | History |
| iShares Tr464287549 | EXPND TEC SC ETF | 2,256 | $1.01M | 0.2% | – | – | – |
| VVisa Inc. | Stock | 3,793 | $987.5K | 0.2% | – | – | History |
| AVGOBroadcom Inc. | Stock | 870 | $971.1K | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 6,159 | $965.4K | 0.2% | – | – | History |
| AXPAmerican Express Co | Stock | 5,147 | $964.2K | 0.2% | – | – | History |
| HONHoneywell International Inc | COM | 4,563 | $956.9K | 0.2% | – | – | History |
| HDHome Depot, Inc. | Stock | 2,719 | $942.3K | 0.2% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 1,766 | $929.7K | 0.2% | – | – | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 3,810 | $921.1K | 0.2% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,644 | $872.6K | 0.2% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,119 | $867.8K | 0.2% | – | – | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 36,977 | $860.5K | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 11,064 | $856.1K | 0.2% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,782 | $838.4K | 0.2% | – | – | – |
| TPLTexas Pacific Land Corp | Stock | 497 | $781.5K | 0.2% | – | – | History |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 15,047 | $776.9K | 0.2% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 24,194 | $775.7K | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 4,559 | $774.3K | 0.2% | – | – | History |
| Vanguard World FD921910733 | ESG US STK ETF | 8,997 | $765.3K | 0.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 4,841 | $750.2K | 0.2% | – | – | History |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 10,334 | $749.6K | 0.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 5,000 | $704.6K | 0.2% | – | – | History |
| QCOMQualcomm Inc | Stock | 4,841 | $700.2K | 0.2% | – | – | History |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 12,501 | $660.1K | 0.2% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 18,846 | $641.0K | 0.1% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 8,828 | $639.4K | 0.1% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 1,316 | $636.9K | 0.1% | – | – | – |
| Kraneshares Trust500767652 | MOUNT LUCAS ETF | 20,450 | $589.4K | 0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,254 | $554.5K | 0.1% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 15,580 | $551.7K | 0.1% | – | – | – |
| MAMastercard Inc | Stock | 1,270 | $541.7K | 0.1% | – | – | History |
| LRCXLam Research Corp | COM | 685 | $536.5K | 0.1% | – | – | History |
| SYYSysco Corp | Stock | 7,330 | $536.1K | 0.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 799 | $527.4K | 0.1% | – | – | History |
| iShares Tr464288877 | EAFE VALUE ETF | 8,885 | $462.9K | 0.1% | – | – | – |
| GISGeneral Mills Inc | Stock | 6,958 | $453.3K | 0.1% | – | – | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 8,038 | $445.4K | 0.1% | – | – | – |
| AMGNAmgen Inc | Stock | 1,538 | $443.0K | 0.1% | – | – | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 4,846 | $442.9K | 0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 742 | $432.5K | 0.1% | – | – | History |