Legacy Edge Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Legacy Edge Advisors, LLC held in its portfolio 210 assets valued at $913,523,137 (i.e. $913.52M).
The most valuable assets in the portfolio included: VANGUARD SCOTTSDALE FDS ($104.01M), ISHARES TR ($86.50M), and ISHARES TR ($47.88M).
The chart below shows the top 10 valuable assets, and the table below shows the top 210 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Legacy Edge Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 1241883 | 104007675 | INT-TERM CORP |
| ISHARES TR | 966892 | 86498158 | CORE MSCI EAFE |
| ISHARES TR | 227640 | 47881798 | RUS 1000 VAL ETF |
| ISHARES INC | 471603 | 34276106 | MSCI EMRG CHN |
| SPDR SERIES TRUST | 770812 | 33880397 | STATE STREET SPD |
| ISHARES TR | 330997 | 31865081 | RUS MID CAP ETF |
| ISHARES TR | 61059 | 28899225 | RUS 1000 GRW ETF |
| ISHARES TR | 237517 | 25440446 | NATIONAL MUN ETF |
| VANGUARD INDEX FDS | 46722 | 22793664 | GROWTH ETF |
| ISHARES TR | 113890 | 22620818 | MSCI USA QLT FCT |
| FIRST TR EXCH TRADED FD III | 1123229 | 21779416 | INSTL PFD SECS |
| ISHARES TR | 188645 | 20128422 | SHRT NAT MUN ETF |
| SCHWAB STRATEGIC TR | 701321 | 19237239 | US DIVIDEND EQ |
| VANGUARD INDEX FDS | 99732 | 19047815 | VALUE ETF |
| MICROSOFT CORP | 33488 | 16195590 | COM |
| ISHARES TR | 293971 | 15730388 | NEW YORK MUN ETF |
| ISHARES TR | 104036 | 15415014 | US INDUSTRIALS |
| ISHARES TR | 50860 | 15316516 | ISHARES SEMICDTR |
| J P MORGAN EXCHANGE TRADED F | 259111 | 14831510 | EQUITY PREMIUM |
| FIRST TR EXCHANGE TRADED FD | 94292 | 14428617 | NASDQ CLN EDGE |
| FIRST TR EXCHANGE TRADED FD | 183006 | 13075809 | NASDAQ CYB ETF |
| VANGUARD MUN BD FDS | 248704 | 12507324 | TAX EXEMPT BD |
| SPDR S&P 500 ETF TR | 17252 | 11764668 | TR UNIT |
| APPLE INC | 40887 | 11115481 | COM |
| J P MORGAN EXCHANGE TRADED F | 233624 | 10814455 | INCOME ETF |
| ISHARES TR | 78188 | 10707034 | RUS MD CP GR ETF |
| ISHARES TR | 15092 | 10336986 | CORE S&P500 ETF |
| ISHARES TR | 91190 | 9637871 | EXPANDED TECH |
| ISHARES TR | 57557 | 8118415 | RUS MDCP VAL ETF |
| FIRST TR EXCHNG TRADED FD VI | 164080 | 7047138 | FT VEST U.S |
| VANGUARD SCOTTSDALE FDS | 57295 | 6975666 | VNG RUS1000GRW |
| NVIDIA CORPORATION | 34027 | 6345989 | COM |
| VANGUARD INDEX FDS | 18452 | 5355139 | MID CAP ETF |
| ALPHABET INC | 16288 | 5098144 | CAP STK CL A |
| VANGUARD INDEX FDS | 7960 | 4992236 | S&P 500 ETF SHS |
| ISHARES INC | 68858 | 4628635 | CORE MSCI EMKT |
| ISHARES TR | 45891 | 4583593 | CORE US AGGBD ET |
| AMAZON COM INC | 19001 | 4385811 | COM |
| J P MORGAN EXCHANGE TRADED F | 89025 | 4233762 | SHORT DURA CORE |
| ISHARES TR | 171611 | 4013072 | ESG AWRE USD ETF |
| VANGUARD TAX-MANAGED FDS | 60314 | 3767816 | VAN FTSE DEV MKT |
| ISHARES TR | 38311 | 3642993 | ESG AW MSCI EAFE |
| ISHARES TR | 13331 | 3281559 | RUSSELL 2000 ETF |
| J P MORGAN EXCHANGE TRADED F | 25820 | 3183864 | BETABUILDRS US |
| NUSHARES ETF TR | 68091 | 3067500 | NUVEEN ESG LRGVL |
| BROADCOM INC | 8829 | 3055717 | COM |
| J P MORGAN EXCHANGE TRADED F | 38845 | 2908714 | INTRNL RES EQT |
| JPMORGAN CHASE & CO. | 8951 | 2884238 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5338 | 2683146 | CL B NEW |
| VANGUARD INDEX FDS | 9769 | 2519914 | SMALL CP ETF |
| ISHARES TR | 7788 | 2515652 | RUS 2000 GRW ETF |
| AMERICAN EXPRESS CO | 5897 | 2181478 | COM |
| NUSHARES ETF TR | 22005 | 2152089 | NUVEEN ESG LRGCP |
| ALPHABET INC | 6816 | 2138907 | CAP STK CL C |
| SELECT SECTOR SPDR TR | 27447 | 2132083 | STATE STREET CON |
| AMERICAN CENTY ETF TR | 27654 | 2095344 | US LARGE CAP VLU |
| VANGUARD INTL EQUITY INDEX F | 37885 | 2036698 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 6002 | 2012296 | TOTAL STK MKT |
| J P MORGAN EXCHANGE TRADED F | 21334 | 1979795 | ACTIVE GROWTH |
| ISHARES TR | 5092 | 1901556 | RUS 1000 ETF |
| VANGUARD INDEX FDS | 10564 | 1873737 | MCAP VL IDXVIP |
| INVESCO QQQ TR | 2995 | 1839874 | UNIT SER 1 |
| ISHARES TR | 9891 | 1792348 | RUS 2000 VAL ETF |
| COSTCO WHSL CORP NEW | 2015 | 1738006 | COM |
| J P MORGAN EXCHANGE TRADED F | 33759 | 1704830 | MUNICIPAL ETF |
| ISHARES TR | 17716 | 1686918 | MBS ETF |
| VANGUARD SCOTTSDALE FDS | 17841 | 1646724 | VNG RUS1000VAL |
| MASTERCARD INCORPORATED | 2875 | 1641280 | CL A |
| META PLATFORMS INC | 2370 | 1564413 | CL A |
| ISHARES TR | 11924 | 1540104 | EXPND TEC SC ETF |
| ISHARES INC | 34860 | 1539766 | ESG AWR MSCI EM |
| BLACKROCK ETF TRUST II | 29001 | 1530383 | ISHARES FLEXIBLE |
| SELECT SECTOR SPDR TR | 10530 | 1516004 | STATE STREET TEC |
| VISA INC | 4288 | 1503844 | COM CL A |
| VANGUARD INDEX FDS | 7016 | 1485919 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 5276 | 1472743 | MCAP GR IDXVIP |
| FIRST TR EXCHNG TRADED FD VI | 42857 | 1468281 | FT VEST LADDERED |
| ISHARES TR | 31496 | 1465824 | CORE UNIVRSL USD |
| ISHARES TR | 5250 | 1453935 | RUS TP200 GR ETF |
| SPDR INDEX SHS FDS | 32613 | 1448343 | PORTFOLIO DEVLPD |
| FIRST TR EXCHNG TRADED FD VI | 39531 | 1306689 | VEST US EQUITY M |
| JOHNSON & JOHNSON | 6132 | 1269017 | COM |
| ABBVIE INC | 5538 | 1265449 | COM |
| VANGUARD INDEX FDS | 3855 | 1164634 | SML CP GRW ETF |
| SCHWAB STRATEGIC TR | 35287 | 1151052 | US LCAP GR ETF |
| HOME DEPOT INC | 3147 | 1082987 | COM |
| LAM RESEARCH CORP | 6025 | 1031360 | COM NEW |
| VANGUARD WORLD FD | 1356 | 1022138 | INF TECH ETF |
| NETFLIX INC | 10899 | 1021890 | COM |
| SSGA ACTIVE ETF TR | 24431 | 1008267 | STATE STREET BLA |
| SPDR INDEX SHS FDS | 21322 | 998083 | PORTFOLIO EMG MK |
| ISHARES TR | 7156 | 997153 | ESG OPTIMIZED |
| ISHARES TR | 39142 | 987944 | ESG AWRE 1 5 YR |
| ISHARES TR | 9585 | 962142 | 0-3 MNTH TREASRY |
| ELI LILLY & CO | 894 | 960797 | COM |
| NUSHARES ETF TR | 20531 | 916709 | NUVEEN ESG SMLCP |
| THERMO FISHER SCIENTIFIC INC | 1581 | 916110 | COM |
| VANGUARD INDEX FDS | 2781 | 875459 | LARGE CAP ETF |
| BLACKROCK ETF TRUST | 13156 | 800016 | ISHARES US EQUIT |
| ISHARES TR | 4705 | 794018 | ISHARES BIOTECH |
| ISHARES TR | 3729 | 790809 | S&P 500 VAL ETF |
| VANGUARD SCOTTSDALE FDS | 13241 | 777644 | SHORT TERM TREAS |
| ISHARES TR | 6219 | 766554 | S&P 500 GRWT ETF |
| QUALCOMM INC | 4362 | 746120 | COM |
| FIRST TR EXCHANGE-TRADED FD | 13971 | 698410 | FST LOW OPPT EFT |
| BLACKROCK ETF TRUST | 27057 | 671148 | DISCIPLINED VOLA |
| BLACKROCK ETF TRUST | 25401 | 650511 | DYNAMIC EQTY ACT |
| FIRST TR EXCHANGE-TRADED FD | 5902 | 641199 | WTR ETF |
| COCA COLA CO | 8673 | 606321 | COM |
| VANGUARD SCOTTSDALE FDS | 7781 | 604117 | TOTAL CORP BND |
| MORGAN STANLEY | 3290 | 584074 | COM NEW |
| BLACKSTONE INC | 3776 | 582033 | COM |
| ISHARES GOLD TR | 7169 | 581908 | ISHARES NEW |
| ISHARES TR | 3797 | 565677 | ESG AWR MSCI USA |
| WALMART INC | 4770 | 531445 | COM |
| PARKER-HANNIFIN CORP | 599 | 526497 | COM |
| CATERPILLAR INC | 918 | 525895 | COM |
| TESLA INC | 1162 | 522575 | COM |
| CISCO SYS INC | 6774 | 521801 | COM |
| VANGUARD SPECIALIZED FUNDS | 2319 | 509670 | DIV APP ETF |
| PEPSICO INC | 3543 | 508540 | COM |
| FLEXSHARES TR | 6288 | 508133 | QUALT DIVD IDX |
| ISHARES TR | 7074 | 505154 | EAFE VALUE ETF |
| AMGEN INC | 1536 | 502748 | COM |
| GOLDMAN SACHS GROUP INC | 559 | 491361 | COM |
| TEXAS INSTRS INC | 2825 | 490145 | COM |
| ISHARES TR | 4810 | 489033 | 10-20 YR TRS ETF |
| ORACLE CORP | 2491 | 485525 | COM |
| HONEYWELL INTL INC | 2484 | 484604 | COM |
| GOLDMAN SACHS ETF TR | 8901 | 483834 | SMALL CAP EQUITY |
| ISHARES TR | 1404 | 481530 | S&P 100 ETF |
| VANGUARD WHITEHALL FDS | 3271 | 469491 | HIGH DIV YLD |
| RIO TINTO PLC | 5826 | 466255 | SPONSORED ADR |
| PROCTER AND GAMBLE CO | 3200 | 458592 | COM |
| VANGUARD ADMIRAL FDS INC | 1019 | 452932 | 500 GRTH IDX F |
| BLACKROCK ETF TRUST II | 19860 | 441289 | SHORT DURATION H |
| SALESFORCE INC | 1640 | 434452 | COM |
| VANGUARD INDEX FDS | 2072 | 433297 | EXTEND MKT ETF |
| SELECT SECTOR SPDR TR | 7797 | 427042 | STATE STREET FIN |
| LOWES COS INC | 1754 | 422995 | COM |
| SELECT SECTOR SPDR TR | 2719 | 421771 | STATE STREET IND |
| INVESCO EXCHANGE TRADED FD T | 5927 | 417317 | WATER RES ETF |
| CITIGROUP INC | 3565 | 416000 | COM NEW |
| ISHARES TR | 3745 | 412662 | IBOXX INV CP ETF |
| UNITEDHEALTH GROUP INC | 1214 | 400754 | COM |
| AMERICAN CENTY ETF TR | 3921 | 399864 | US SML CP VALU |
| BLACKROCK INC | 366 | 391744 | COM |
| ABBOTT LABS | 3094 | 387647 | COM |
| SPDR GOLD TR | 972 | 385213 | GOLD SHS |
| ISHARES TR | 4966 | 385014 | EAFE SML CP ETF |
| ISHARES TR | 5827 | 384582 | CORE S&P MCP ETF |
| ISHARES TR | 3365 | 383302 | EAFE GRWTH ETF |
| SPDR DOW JONES INDL AVERAGE | 791 | 380154 | UT SER 1 |
| ISHARES TR | 3163 | 380129 | CORE S&P SCP ETF |
| BANK AMERICA CORP | 6831 | 375725 | COM |
| MCKESSON CORP | 449 | 368310 | COM |
| ISHARES TR | 3728 | 358000 | MSCI EAFE ETF |
| CHEVRON CORP NEW | 2301 | 350695 | COM |
| FIRST TR EXCHANGE-TRADED FD | 7796 | 347642 | NAS CLNEDG GREEN |
| GLOBAL X FDS | 7215 | 344805 | US INFR DEV ETF |
| ENTERGY CORP NEW | 3718 | 343655 | COM |
| DISNEY WALT CO | 2986 | 339702 | COM |
| RTX CORPORATION | 1850 | 339290 | COM |
| ISHARES TR | 20608 | 338589 | GL CLEAN ENE ETF |
| SCHWAB STRATEGIC TR | 14153 | 330756 | US AGGREGATE B |
| ISHARES TR | 4751 | 329814 | CORE DIV GRWTH |
| SOUTHERN COPPER CORP | 2290 | 328546 | COM |
| SERVICENOW INC | 2140 | 327827 | COM |
| ISHARES TR | 1883 | 316231 | CORE S&P US GWT |
| PIMCO ETF TR | 3378 | 314424 | ACTIVE BD ETF |
| PFIZER INC | 12602 | 313790 | COM |
| VANGUARD WORLD FD | 1085 | 312317 | HEALTH CAR ETF |
| INTERNATIONAL BUSINESS MACHS | 1054 | 312205 | COM |
| ANALOG DEVICES INC | 1147 | 311066 | COM |
| SCHWAB STRATEGIC TR | 10018 | 301241 | US MID-CAP ETF |
| CSX CORP | 8115 | 294169 | COM |
| INTEL CORP | 7845 | 289481 | COM |
| BOSTON SCIENTIFIC CORP | 3012 | 287194 | COM |
| 3M CO | 1763 | 282256 | COM |
| ISHARES SILVER TR | 4372 | 281644 | ISHARES |
| TRAVELERS COMPANIES INC | 969 | 281068 | COM |
| EXXON MOBIL CORP | 2329 | 280321 | COM |
| MERCK & CO INC | 2612 | 274966 | COM |
| ISHARES TR | 6376 | 271490 | ESG SELECT SCREE |
| GE AEROSPACE | 864 | 266176 | COM NEW |
| VANGUARD SCOTTSDALE FDS | 3315 | 264344 | SHRT TRM CORP BD |
| ISHARES TR | 2848 | 261617 | RUS TP200 VL ETF |
| MONDELEZ INTL INC | 4793 | 257990 | CL A |
| ISHARES INC | 3157 | 254896 | MSCI JAPAN ETF |
| BOOKING HOLDINGS INC | 47 | 251701 | COM |
| PIMCO ETF TR | 4774 | 250205 | INTER MUN BD ACT |
| BLACKROCK ETF TRUST | 6430 | 247941 | ISHARES US THEMA |
| ZOETIS INC | 1959 | 246481 | CL A |
| ISHARES TR | 1616 | 240283 | CORE S&P TTL STK |
| NORTHROP GRUMMAN CORP | 413 | 235497 | COM |
| SOUTHERN CO | 2679 | 233609 | COM |
| DUKE ENERGY CORP NEW | 1987 | 232896 | COM NEW |
| VERIZON COMMUNICATIONS INC | 5654 | 230298 | COM |
| ISHARES TR | 3222 | 228698 | CORE MSCI EURO |
| BLACKROCK ETF TRUST | 6863 | 228538 | ISHARES A I INNO |
| ISHARES TR | 912 | 228283 | MSCI USA MMENTM |
| APPLIED MATLS INC | 860 | 221011 | COM |
| COLGATE PALMOLIVE CO | 2636 | 208297 | COM |
| REDDIT INC | 904 | 207802 | CL A |
| SELECT SECTOR SPDR TR | 1323 | 204800 | STATE STREET HEA |
| DIMENSIONAL ETF TRUST | 6186 | 203767 | INTL SMALL CAP E |
| FLAGSTAR BANK NATIONAL ASSOC | 16166 | 203530 | COM NEW |
| FIDELITY COVINGTON TRUST | 904 | 203102 | MSCI INFO TECH I |
| PHILIP MORRIS INTL INC | 1266 | 203066 | COM |
| VALE S A | 13500 | 175905 | SPONSORED ADS |
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