Legacy Edge Advisors, LLC

13F filer, CIK 2105396, SYOSSET, NY

Legacy Edge Advisors, LLC reported $625,980,698 across 183 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2026-08-17. Its ten largest share positions make up 44.12% of the portfolio.

Filed 2026-08-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC13F-HR 0002105396-26-000009

Period: 2024-09-30
Reported value: $626M
Holdings: 183
Top 10 weight: 44.12%
New: 14
Sold out: 6

Largest buys vs the previous quarter

Security	Shares change	Approx. value
VCITadded	+89,159	$7.47M
IEFAadded	+82,444	$6.43M
IWDadded	+18,560	$3.52M
FLRNadded	+103,424	$3.19M
VTEBadded	+56,611	$2.89M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
VONGreduced	-6,177	-$596K
MUBreduced	-4,199	-$456K
HEFAexited	-11,994	-$426K
EWJexited	-5,188	-$354K
IVVreduced	-546	-$315K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0002105396-26-000009, largest first. % of portfolio is the value over $625,980,698, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IEFAISHARES TR	715,284	$55.8M	8.92%	+82,444	Timeline
VCITVANGUARD SCOTTSDALE FDS	606,623	$50.8M	8.12%	+89,159	Timeline
IWFISHARES TR	72,728	$27.3M	4.36%	+3,042	Timeline
IWDISHARES TR	132,241	$25.1M	4.01%	+18,560	Timeline
IEMGISHARES INC	388,238	$22.3M	3.56%	+11,461	Timeline
FLRNSPDR SERIES TRUST	663,012	$20.5M	3.27%	+103,424	Timeline
VTEBVANGUARD MUN BD FDS	380,521	$19.5M	3.11%	+56,611	Timeline
IWSISHARES TR	141,967	$18.8M	3%	+11,235	Timeline
VUGVANGUARD INDEX FDS	47,244	$18.1M	2.9%	+178	Timeline
QUALISHARES TR	100,720	$18.1M	2.88%	+9,566	Timeline
IWPISHARES TR	150,515	$17.7M	2.82%	+11,155	Timeline
VTVVANGUARD INDEX FDS	94,348	$16.5M	2.63%	-238	Timeline
SCHDSCHWAB STRATEGIC TR	189,061	$16M	2.55%	+23,159	Timeline
IVVISHARES TR	25,018	$14.4M	2.31%	-546	Timeline
FPEIFIRST TR EXCH TRADED FD III	747,371	$14.3M	2.28%	+109,083	Timeline
MSFTMICROSOFT CORP	32,583	$14M	2.24%	+675	Timeline
SPSMSPDR SERIES TRUST	307,623	$14M	2.24%	+45,548	Timeline
SUBISHARES TR	130,368	$13.8M	2.21%	+6,148	Timeline
IYJISHARES TR	101,347	$13.5M	2.16%	+11,570	Timeline
SOXXISHARES TR	47,654	$11M	1.76%	+5,650	Timeline
QYLDGLOBAL X FDS	573,816	$10.4M	1.65%	+83,147	Timeline
CIBRFIRST TR EXCHANGE-TRADED FD	163,676	$9.69M	1.55%	+19,175	Timeline
IGVISHARES TR	104,574	$9.35M	1.49%	+12,545	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	15,879	$9.11M	1.46%	+234	Timeline
GRIDFIRST TR EXCHANGE-TRADED FD	71,142	$9.05M	1.45%	+11,975	Timeline
AAPLAPPLE INC	36,975	$8.62M	1.38%	+3,481	Timeline
RSPINVESCO EXCHANGE TRADED FD T	34,382	$6.16M	0.98%	+933	Timeline
VOVANGUARD INDEX FDS	17,612	$4.65M	0.74%	+753	Timeline
IWMISHARES TR	20,583	$4.55M	0.73%	+536	Timeline
VOOVANGUARD INDEX FDS	8,532	$4.5M	0.72%	+435	Timeline
VONGVANGUARD SCOTTSDALE FDS	46,057	$4.45M	0.71%	-6,177	Timeline
NVDANVIDIA CORPORATION	33,214	$4.03M	0.64%	+1,018	Timeline
SGOVISHARES TR	33,536	$3.38M	0.54%	+11,997	Timeline
AMZNAMAZON COM INC	17,430	$3.25M	0.52%	+997	Timeline
EMXCISHARES INC	48,846	$2.98M	0.48%	+36,449	Timeline
IWRISHARES TR	33,299	$2.93M	0.47%	+2,127	Timeline
IWOISHARES TR	9,678	$2.75M	0.44%	-242	Timeline
GOOGLALPHABET INC	15,502	$2.57M	0.41%	+1,000	Timeline
IUSBISHARES TR	52,547	$2.48M	0.4%	+3,658	Timeline
VEAVANGUARD TAX-MANAGED FDS	45,870	$2.42M	0.39%	+4,996	Timeline
VBVANGUARD INDEX FDS	9,719	$2.31M	0.37%	+238	Timeline
ESGDISHARES TR	27,178	$2.29M	0.37%	+545	Timeline
VWOVANGUARD INTL EQUITY INDEX F	43,790	$2.1M	0.33%	+4,713	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	4,409	$2.03M	0.32%	+209	Timeline
JPMJPMORGAN CHASE & CO	8,666	$1.83M	0.29%	-99	Timeline
AXPAMERICAN EXPRESS CO	6,644	$1.8M	0.29%	-199	Timeline
NULVNUSHARES ETF TR	43,093	$1.8M	0.29%	-63	Timeline
IWYISHARES TR	7,929	$1.74M	0.28%	+706	Timeline
IWNISHARES TR	10,153	$1.69M	0.27%	+325	Timeline
VTIVANGUARD INDEX FDS	5,798	$1.64M	0.26%	+819	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,835	$1.63M	0.26%	-16	Timeline
IWBISHARES TR	5,161	$1.62M	0.26%	-5	Timeline
MUBISHARES TR	14,702	$1.6M	0.26%	-4,199	Timeline
VOTVANGUARD INDEX FDS	6,086	$1.48M	0.24%	+35	Timeline
SUSCISHARES TR	60,913	$1.45M	0.23%	+5,480	Timeline
NULGNUSHARES ETF TR	17,165	$1.42M	0.23%	+13	Timeline
AVGOBROADCOM INC	8,041	$1.39M	0.22%	+7,208	Timeline
TPLTEXAS PACIFIC LAND CORPORATI	1,491	$1.32M	0.21%	0	Timeline
BUFRFIRST TR EXCHNG TRADED FD VI	43,994	$1.31M	0.21%	+11,948	Timeline
XLKSELECT SECTOR SPDR TR	5,807	$1.31M	0.21%	-229	Timeline
IGMISHARES TR	13,290	$1.28M	0.2%	-122	Timeline
JPIEJ P MORGAN EXCHANGE TRADED F	27,419	$1.27M	0.2%	+6,224	Timeline
MARMFIRST TR EXCHNG TRADED FD VI	41,385	$1.26M	0.2%	+19,121	Timeline
USHYISHARES TR	32,488	$1.22M	0.2%	+7,640	Timeline
HDHOME DEPOT INC	2,901	$1.18M	0.19%	-78	Timeline
VBRVANGUARD INDEX FDS	5,823	$1.17M	0.19%	-774	Timeline
ABBVABBVIE INC	5,705	$1.13M	0.18%	+552	Timeline
VONVVANGUARD SCOTTSDALE FDS	13,303	$1.11M	0.18%	+1,442	Timeline
UNHUNITEDHEALTH GROUP INC	1,890	$1.11M	0.18%	-49	Timeline
VVISA INC	3,990	$1.1M	0.18%	+25	Timeline
VGSHVANGUARD SCOTTSDALE FDS	18,481	$1.09M	0.17%	-522	Timeline
VOEVANGUARD INDEX FDS	6,478	$1.09M	0.17%	+507	Timeline
GOOGALPHABET INC	6,471	$1.08M	0.17%	+1,053	Timeline
JNJJOHNSON & JOHNSON	6,188	$1M	0.16%	-90	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	1,600	$990K	0.16%	-19	Timeline
IVWISHARES TR	10,253	$982K	0.16%	-690	Timeline
ESGEISHARES INC	26,077	$949K	0.15%	+93	Timeline
QQQINVESCO QQQ TR	1,854	$905K	0.14%	+18	Timeline
VBKVANGUARD INDEX FDS	3,324	$889K	0.14%	-20	Timeline
METAMETA PLATFORMS INC	1,534	$878K	0.14%	+357	Timeline
VTCVANGUARD SCOTTSDALE FDS	10,616	$842K	0.13%	-549	Timeline
SPYVSPDR SERIES TRUST	15,831	$837K	0.13%	+2,052	Timeline
SPYGSPDR SERIES TRUST	10,061	$834K	0.13%	+515	Timeline
VGTVANGUARD WORLD FD	1,306	$766K	0.12%	0	Timeline
QCOMQUALCOMM INC	4,433	$754K	0.12%	-43	Timeline
SPDWSPDR INDEX SHS FDS	19,728	$741K	0.12%	+1,727	Timeline
LLYELI LILLY & CO	835	$740K	0.12%	+8	Timeline
AAXJISHARES TR	9,290	$729K	0.12%	-3,943	Timeline
EFGISHARES TR	6,700	$721K	0.12%	-1,121	Timeline
SUSAISHARES TR	5,915	$712K	0.11%	+341	Timeline
MAMASTERCARD INCORPORATED	1,437	$710K	0.11%	0	Timeline
SRLNSSGA ACTIVE ETF TR	16,887	$705K	0.11%	+3,975	Timeline
NFLXNETFLIX INC.	985	$699K	0.11%	+198	Timeline
MBBISHARES TR	6,824	$654K	0.1%	-642	Timeline
HONHONEYWELL INTL INC	3,002	$621K	0.1%	-85	Timeline
IVEISHARES TR	3,041	$600K	0.1%	+165	Timeline
DYNFBLACKROCK ETF TRUST	12,048	$596K	0.1%	-3,506	Timeline
TXNTEXAS INSTRS INC	2,878	$595K	0.09%	0	Timeline
PGPROCTER & GAMBLE CO	3,292	$570K	0.09%	+54	Timeline
PEPPEPSICO INC	3,278	$557K	0.09%	-16	Timeline
NUSCNUSHARES ETF TR	12,819	$549K	0.09%	+91	Timeline
OLEDUNIVERSAL DISPLAY CORP	2,590	$544K	0.09%	new	Timeline
LAM RESEARCH CORPLAM RESEARCH CORP	660	$539K	0.09%	+6
QDFFLEXSHARES TR	7,445	$534K	0.09%	+1,370	Timeline
VVVANGUARD INDEX FDS	2,018	$531K	0.08%	+481	Timeline
EFVISHARES TR	9,224	$531K	0.08%	+1,437	Timeline
AMGNAMGEN INC	1,594	$514K	0.08%	-28	Timeline
PAVEGLOBAL X FDS	12,092	$498K	0.08%	+1,438	Timeline
SPEMSPDR INDEX SHS FDS	12,035	$497K	0.08%	+1,620	Timeline
SUSBISHARES TR	19,505	$491K	0.08%	+2,525	Timeline
VIGVANGUARD SPECIALIZED FUNDS	2,442	$484K	0.08%	-213	Timeline
IBBISHARES TR	3,305	$481K	0.08%	+904	Timeline
BXBLACKSTONE INC	3,065	$469K	0.07%	-81	Timeline
KOCOCA COLA CO	6,421	$461K	0.07%	+2	Timeline
CRMSALESFORCE INC	1,653	$452K	0.07%	-18	Timeline
LOWLOWES COS INC	1,669	$452K	0.07%	-43	Timeline
MUNIPIMCO ETF TR	8,395	$445K	0.07%	0	Timeline
ORCLORACLE CORP	2,522	$430K	0.07%	0	Timeline
VXFVANGUARD INDEX FDS	2,343	$426K	0.07%	0	Timeline
MDLZMONDELEZ INTL INC	5,767	$425K	0.07%	-49	Timeline
SCHGSCHWAB STRATEGIC TR	4,055	$422K	0.07%	-596	Timeline
VYMVANGUARD WHITEHALL FDS	3,217	$412K	0.07%	+30	Timeline
PHPARKER-HANNIFIN CORP	643	$406K	0.06%	-106	Timeline
ZTSZOETIS INC	2,026	$396K	0.06%	-36	Timeline
TSLATESLA INC	1,492	$390K	0.06%	+143	Timeline
BONDPIMCO ETF TR	4,094	$387K	0.06%	-270	Timeline
EMNTPIMCO ETF TR	3,857	$382K	0.06%	+138	Timeline
CSCOCISCO SYS INC	7,105	$378K	0.06%	-395	Timeline
ABTABBOTT LABORATORIES	3,260	$372K	0.06%	-2	Timeline
NOWSERVICENOW INC	414	$370K	0.06%	0	Timeline
VHTVANGUARD WORLD FD	1,299	$367K	0.06%	0	Timeline
NKENIKE INC	4,080	$361K	0.06%	+1,077	Timeline
IJHISHARES TR	5,550	$346K	0.06%	-275	Timeline
XJRISHARES TR	8,243	$345K	0.06%	+790	Timeline
DISDISNEY WALT CO	3,565	$343K	0.05%	-288	Timeline
PFEPFIZER INC	11,798	$341K	0.05%	+2,557	Timeline
WMTWALMART INC	4,199	$339K	0.05%	-220	Timeline
CVXCHEVRON CORPORATION	2,264	$333K	0.05%	-145	Timeline
BLACKROCK INCBLACKROCK INC	343	$326K	0.05%	0
PHOINVESCO EXCHANGE TRADED FD T	4,596	$324K	0.05%	+38	Timeline
XLFSELECT SECTOR SPDR TR	6,858	$311K	0.05%	new	Timeline
CMFISHARES TR	5,200	$302K	0.05%	new	Timeline
IYWISHARES TR	1,980	$300K	0.05%	-566	Timeline
VCSHVANGUARD SCOTTSDALE FDS	3,729	$296K	0.05%	-264	Timeline
LQDISHARES TR	2,612	$295K	0.05%	+143	Timeline
MRKMERCK & CO INC	2,577	$293K	0.05%	-22	Timeline
XLVSELECT SECTOR SPDR TR	1,899	$292K	0.05%	+87	Timeline
LMTLOCKHEED MARTIN CORP	496	$290K	0.05%	+1	Timeline
CSXCSX CORP	8,359	$289K	0.05%	new	Timeline
ADIANALOG DEVICES INC	1,253	$288K	0.05%	-52	Timeline
NYFISHARES TR	5,277	$287K	0.05%	+1,000	Timeline
SCZISHARES TR	4,094	$277K	0.04%	-1,116	Timeline
GSGOLDMAN SACHS GROUP INC	557	$276K	0.04%	-3	Timeline
MSMORGAN STANLEY	2,640	$275K	0.04%	-203	Timeline
CATCATERPILLAR INC	703	$275K	0.04%	-22	Timeline
DGROISHARES TR	4,374	$274K	0.04%	new	Timeline
XLISELECT SECTOR SPDR TR	1,970	$267K	0.04%	-341	Timeline
BINCBLACKROCK ETF TRUST II	4,920	$263K	0.04%	+645	Timeline
VZVERIZON COMMUNICATIONS INC	5,791	$260K	0.04%	new	Timeline
ACNACCENTURE PLC IRELAND	727	$257K	0.04%	-30	Timeline
EFAISHARES TR	3,055	$255K	0.04%	+117	Timeline
WMWASTE MGMT INC DEL	1,220	$253K	0.04%	-22	Timeline
NOCNORTHROP GRUMMAN CORP	477	$252K	0.04%	-13	Timeline
BILSPDR SERIES TRUST	2,697	$248K	0.04%	-300	Timeline
NUDMNUSHARES ETF TR	7,252	$244K	0.04%	0	Timeline
XOMEXXON MOBIL CORP	2,079	$244K	0.04%	new	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,091	$241K	0.04%	new	Timeline
BACBANK OF AMER CORP	6,023	$239K	0.04%	-190	Timeline
TRVTRAVELERS COMPANIES INC	992	$232K	0.04%	0	Timeline
BSXBOSTON SCIENTIFIC CORP	2,754	$231K	0.04%	0	Timeline
ETRENTERGY CORP NEW	1,748	$230K	0.04%	new	Timeline
APDAIR PRODUCTS AND CHEMICALS I	745	$222K	0.04%	-107	Timeline
REGNREGENERON PHARMACEUTICALS	211	$222K	0.04%	-1	Timeline
FPEFIRST TR EXCH TRADED FD III	11,892	$215K	0.03%	0	Timeline
UNPUNION PAC CORP	864	$213K	0.03%	-70	Timeline
ELVELEVANCE HEALTH INC FORMERLY	402	$209K	0.03%	-2	Timeline
MCKMCKESSON CORP	422	$209K	0.03%	-15	Timeline
DHRDANAHER CORP DEL	744	$207K	0.03%	new	Timeline
SOSOUTHERN CO	2,271	$205K	0.03%	new	Timeline
BKNGBOOKING HOLDINGS INC	48	$202K	0.03%	new	Timeline
QCLNFIRST TR EXCHANGE-TRADED FD	5,615	$202K	0.03%	new	Timeline
ICLNISHARES TR	13,713	$201K	0.03%	+698	Timeline
FLGFLAGSTAR BANK NATIONAL ASSOC	16,571	$186K	0.03%	new	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
HEFAISHARES TR	11,994	$426K	shares
EWJISHARES INC	5,188	$354K	shares
COPCONOCOPHILLIPS	2,027	$232K	shares
TLTISHARES TR	2,447	$225K	shares
AMATAPPLIED MATLS INC	871	$206K	shares
CCITIGROUP INC	3,208	$204K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002105396-26-000009	base		2026-08-17	acceptance time not in the bulk data set	2026-10-06 09:57:27 UTC