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13F-HR filed by Legacy Edge Advisors, LLC

Legacy Edge Advisors, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-10, with 198 holding rows worth $748,869,039.

Accession
0002105396-26-000003
Filed
2026-08-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 198 entries on the cover page, a total value of $748,869,039 stated on the cover page (in dollars after the unit check, H1), rows summing to $748,869,039 with VALUE read as dollars as filed, 13F file number 028-26043. A later restatement replaced it, so the quarter does not use it. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS1,043,633$86,538,048dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS843,737$70,435,165dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF201,390$39,115,980dollars as filed
iShares Russell Midcap ETF464287499SHS275,347$25,323,664dollars as filed
ISHARES INC46434G764MSCI EMRG CHN392,677$24,793,626dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK57,856$24,564,500dollars as filed
ISHARES TR464288414NATIONAL MUN ETF215,990$22,566,635dollars as filed
Vanguard Growth922908736COM50,263$22,035,338dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF187,405$19,928,648dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF106,746$19,515,235dollars as filed
Vanguard Value ETF922908744SHS105,700$18,681,418dollars as filed
FIRST TR EXCH TRADED FD III33739P855INSTL PFD SECS941,342$17,876,083dollars as filed
SCHD808524797COM656,271$17,391,173dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS391,940$16,696,644dollars as filed
Microsoft Corp594918104COM32,567$16,199,223dollars as filed
ISHARES TR464287754US INDUSTRIALS91,832$13,068,612dollars as filed
ISHARES TR464288323NEW YORK MUN ETF235,016$12,253,734dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF214,456$12,191,812dollars as filed
FIRST TR EXCHANGE TRADED FD33734X846NASDAQ CYB ETF159,155$12,028,949dollars as filed
ISHARES TR464287523COM47,513$11,341,238dollars as filed
FIRST TR EXCHANGE TRADED FD33737A108NASDQ CLN EDGE81,085$11,272,437dollars as filed
iShares Expanded Tech-Software Sector ETF464287515SHS100,577$11,013,182dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF76,497$10,608,662dollars as filed
SPY78462F103SHS16,183$9,998,834dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS15,746$9,776,773dollars as filed
Apple Inc037833100COM37,642$7,722,986dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF157,278$7,711,340dollars as filed
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF58,243$7,696,230dollars as filed
SPDR Bloomberg Investment Grade Floating Rate ETF78468R200SHS220,717$6,804,719dollars as filed
NVIDIA Corp67066G104COM32,743$5,173,145dollars as filed
Vanguard Mid-Cap ETF922908629SHS18,391$5,146,354dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U844FT VEST U.S122,669$5,037,991dollars as filed
Vanguard S&P 500 ETF922908363COM7,687$4,366,614dollars as filed
Amazon.com, Inc023135106COM18,790$4,122,338dollars as filed
VANGUARD SCOTTSDALE FDS92206C680COM33,845$3,695,874dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS55,881$3,354,536dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS49,387$2,815,553dollars as filed
iShares Russell 2000 ETF464287655SHS13,036$2,813,038dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM15,918$2,805,229dollars as filed
ISHARES ESG AWARE USD CORPORATE BOND ETF46435G193ETF119,398$2,773,616dollars as filed
ISHARES TR46435G516COM30,484$2,719,782dollars as filed
NUSHARES ETF TR67092P300NUVEEN ESG LRGVL62,701$2,628,113dollars as filed
iShares MBS ETF464288588SHS27,759$2,606,293dollars as filed
JPMorgan Chase & Co46625H100COM8,547$2,477,903dollars as filed
Broadcom Inc.11135F101COM8,868$2,444,464dollars as filed
Berkshire Hathaway Inc084670702COM4,902$2,381,245dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF8,088$2,311,950dollars as filed
Vanguard Small-Cap ETF922908751SHS9,635$2,283,302dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS21,954$2,177,837dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS43,646$2,160,913dollars as filed
American Express Company025816109COM6,292$2,006,921dollars as filed
NUVEEN ESG LARGE-CAP GROWTH ETF67092P201ETF21,056$1,978,211dollars as filed
VWO922042858SHS39,626$1,959,902dollars as filed
Costco Wholesale Corporation22160K105COM1,899$1,880,126dollars as filed
JPMORGAN INCOME ETF46641Q159ETF37,734$1,747,839dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF5,065$1,719,922dollars as filed
INVESCO QQQ TR46090E103COM3,052$1,683,815dollars as filed
iShares Core Total USD Bond Market ETF46434V613SHS36,304$1,678,334dollars as filed
MasterCard, Inc57636Q104COM2,890$1,624,007dollars as filed
VTI922908769COM5,272$1,602,324dollars as filed
VANGUARD SCOTTSDALE FDS92206C714COM17,719$1,509,836dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF9,537$1,504,557dollars as filed
Visa Inc92826C839COM4,232$1,502,572dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS5,181$1,473,425dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS19,756$1,436,064dollars as filed
iShares Expanded Tech Sector ETF464287549SHS12,424$1,395,712dollars as filed
ISHARES TR464289438RUS TP200 GR ETF5,455$1,344,712dollars as filed
META PLATFORMS INC CL A30303M102COM1,816$1,340,371dollars as filed
SPDW78463X889COM32,190$1,303,373dollars as filed
Netflix, Inc64110L106COM941$1,260,121dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS4,542$1,257,861dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS4,871$1,233,483dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F755FT VEST LADDERED38,004$1,208,527dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM15,120$1,202,078dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS11,858$1,193,982dollars as filed
Vanguard Small-Cap Value ETF922908611SHS6,103$1,190,146dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM6,696$1,187,822dollars as filed
BlackRock Flexible Income ETF092528603SHS22,063$1,165,809dollars as filed
Home Depot, Inc437076102COM3,146$1,153,561dollars as filed
ISHARES INC46434G863COM27,927$1,093,901dollars as filed
AbbVie,Inc.00287Y109COM5,715$1,060,877dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS6,296$1,035,440dollars as filed
Johnson & Johnson478160104COM6,569$1,003,415dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL18,754$981,584dollars as filed
FIRST TR EXCHNG TRADED FD VI33740U612VEST US EQUITY M29,523$948,285dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS9,795$933,659dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS15,276$897,923dollars as filed
VGT92204A702SHS1,314$871,558dollars as filed
ISHARES TR464288802ESG OPTIMIZED6,686$847,451dollars as filed
ISHARES TR46435G243COM33,335$839,042dollars as filed
SSGA ACTIVE ETF TR78467V608BLACKSTONE SENR20,173$838,995dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS26,656$778,626dollars as filed
FIRST TRUST LOW DURATION OPPORTUNITIES ETF33739Q200ETF14,987$738,260dollars as filed
NUSHARES ETF TR67092P607NUVEEN ESG SMLCP18,063$735,887dollars as filed
iShares S&P 500 Growth ETF464287309SHS6,646$731,725dollars as filed
Qualcomm Incorporated747525103COM4,500$716,670dollars as filed
Eli Lilly and Company532457108COM903$703,931dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,716$695,769dollars as filed
ISHARES TR46428743220 YR TR BD ETF7,723$681,555dollars as filed
Schwab Short Term US Treasury ETF808524862SHS26,822$653,928dollars as filed
BLACKROCK ETF TRUST09290C103ISHARES US EQUIT11,587$631,028dollars as filed
iShares MSCI EAFE Value ETF464288877SHS9,863$626,103dollars as filed
Lam Research Corporation512807306COM6,393$622,295dollars as filed
Honeywell Technologies438516106COM2,658$618,995dollars as filed
VANGUARD SCOTTSDALE FDS92206C573TOTAL CORP BND7,795$602,787dollars as filed
Coca-Cola Company191216100COM8,509$602,003dollars as filed
Texas Instruments Incorporated882508104COM2,851$591,968dollars as filed
Oracle Corporation68389X105COM2,683$586,587dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS9,623$575,552dollars as filed
ISHARES MSCI EAFE GROWTH ETF464288885ETF5,005$560,522dollars as filed
Procter & Gamble Co742718109COM3,449$549,495dollars as filed
iShares S&P 500 Value ETF464287408SHS2,792$545,613dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,838$524,381dollars as filed
SPDR SERIES TRUST78464A672ST INTER ETF17,793$511,905dollars as filed
PepsiCo,Inc.713448108COM3,843$507,475dollars as filed
ISHARES TR464287556ISHARES BIOTECH3,977$503,097dollars as filed
BLACKSTONE INC09260D107COM3,353$501,542dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS5,297$501,255dollars as filed
SPDR SER TR78468R721NUVEEN BLMBRG MU10,927$488,109dollars as filed
Walmart Inc.931142103COM4,913$480,393dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS2,340$478,928dollars as filed
Cisco Systems,Inc.17275R102COM6,855$475,600dollars as filed
GOLDMAN SACHS ETF TR38149W614SMALL CAP EQUITY9,295$469,104dollars as filed
Morgan Stanley617446448COM3,329$468,923dollars as filed
Salesforce.com, Inc79466L302COM1,715$467,663dollars as filed
Vanguard Total Bond Market ETF921937835SHS6,339$466,741dollars as filed
ServiceNow,Inc.81762P102COM444$456,468dollars as filed
FLEXSHARES TR33939L860QUALT DIVD IDX6,178$452,106dollars as filed
Amgen Inc.031162100COM1,618$451,762dollars as filed
Abbott Laboratories002824100COM3,274$445,297dollars as filed
ISHARES TR464287465MSCI EAFE ETF4,958$443,196dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS10,112$432,187dollars as filed
UnitedHealth Group Inc91324P102COM1,380$430,519dollars as filed
Vanguard S&P 500 Growth ETF921932505SHS1,084$429,880dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS3,919$429,562dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF2,849$428,490dollars as filed
Vanguard High Dividend Yield ETF921946406SHS3,200$426,568dollars as filed
Vanguard Extended Market ETF922908652SHS2,194$422,806dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock599$418,384dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q274SHORT DURA CORE8,598$407,889dollars as filed
iShares Gold Trust464285204COM6,259$390,311dollars as filed
BlackRock,Inc.09290D101COM366$384,026dollars as filed
Goldman Sachs Group,Inc.38141G104COM542$383,601dollars as filed
Lowes Companies,Inc.548661107COM1,674$371,410dollars as filed
SELECT SECTOR SPDR TR81369Y704INDL2,463$363,342dollars as filed
Walt Disney Co254687106COM2,919$361,968dollars as filed
Mondelez International,Inc. Class A609207105COM5,322$358,895dollars as filed
IJH464287507COM5,655$350,723dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 1791$348,576dollars as filed
UNIVERSAL DISPLAY CORP91347P105COM2,250$347,535dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B14,687$341,326dollars as filed
ISHARES TR46428865310-20 YR TRS ETF3,352$340,563dollars as filed
PIMCO ETF TR72201R775ACTIVE BD ETF3,664$337,748dollars as filed
Boston Scientific Corporation101137107COM3,103$333,293dollars as filed
iShares Core Dividend Growth ETF46434V621SHS5,212$333,255dollars as filed
MCKESSON CORP COM58155Q103Stock449$329,018dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS2,415$326,122dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS6,190$324,170dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS2,941$321,422dollars as filed
Chevron Corporation166764100COM2,197$314,588dollars as filed
International Business Machines Corporation459200101COM1,064$313,646dollars as filed
Caterpillar Inc.149123101COM797$309,403dollars as filed
ENTERGY CORP NEW COM29364G103Stock3,710$308,375dollars as filed
Pfizer Inc.717081103COM12,594$305,279dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q399BETABUILDRS US2,722$304,646dollars as filed
Citigroup Inc.172967424COM3,557$302,772dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF4,154$301,913dollars as filed
ZOETIS INC CL A98978V103Stock1,927$300,516dollars as filed
Tesla Motors, Inc88160R101COM942$299,236dollars as filed
DBX ETF TR233051432XTRACK USD HIGH8,104$299,200dollars as filed
Bank of America Corp060505104COM6,304$298,323dollars as filed
INVESCO EXCHANGE TRADED FD T46137V142WATER RES ETF3,939$275,375dollars as filed
3M CO COM88579Y101Stock1,805$274,793dollars as filed
Analog Devices,Inc.032654105COM1,152$274,199dollars as filed
Booking Holdings Inc.09857L108COM47$272,094dollars as filed
CSX Corporation126408103COM8,259$269,491dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock999$267,272dollars as filed
PIMCO ETF TR72201R866INTER MUN BD ACT5,191$266,610dollars as filed
Verizon Communications Inc92343V104COM5,977$258,640dollars as filed
FIRST TR EXCHANGE-TRADED FD33733E500NAS CLNEDG GREEN7,718$252,301dollars as filed
Southern Company842587107COM2,729$250,604dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF1,009$250,575dollars as filed
ISHARES TR46436E544ESG SELECT SCREE6,331$250,391dollars as filed
iShares S&P Global Clean Energy Index Fund464288224COM19,074$250,060dollars as filed
Raytheon Technologies Corporation75513E101COM1,698$247,942dollars as filed
iShares U.S. Technology ETF464287721SHS1,393$241,365dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock479$239,490dollars as filed
NIKE,Inc. Class B654106103COM3,281$233,110dollars as filed
Philip Morris International Inc.718172109COM1,276$232,398dollars as filed
ISHARES TR464287101S&P 100 ETF759$231,002dollars as filed
VanEck High Yield Muni ETF92189H409SHS4,574$229,661dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q134INTRNL RES EQT3,202$226,606dollars as filed
GLOBAL X FDS37954Y673US INFR DEV ETF5,055$220,297dollars as filed
Accenture Plc Class AG1151C101COM734$219,385dollars as filed
General Electric Company369604301COM852$219,328dollars as filed
iShares TIPS Bond ETF464287176SHS1,965$216,229dollars as filed
BLACKROCK ETF TRUST09290C806ISHA US THEM ETF5,880$209,210dollars as filed
FLAGSTAR FINANCIAL INC649445400COM NEW16,166$171,360dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002105396-26-000003this filing2026-08-10acceptance time not in the bulk data set
13F-HR/A 0002105396-26-000004 base2026-08-11acceptance time not in the bulk data set