Holders — by stockHoldings — by fund
Legacy Edge Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002105396
$1.09B
disclosed book value
239
positions
10.4%
largest position share
Positions, as of 2026-06-30
top 100 of 239 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VCITVANGUARD SCOTTSDALE FDS | 1.4M | $113.4M | 10.4% |
| 2 | IEFAISHARES TR | 1.0M | $99.2M | 9.1% |
| 3 | IWDISHARES TR | 207,147 | $50.2M | 4.6% |
| 4 | EMXCISHARES INC | 445,806 | $45.6M | 4.2% |
| 5 | IWRISHARES TR | 381,311 | $42.1M | 3.9% |
| 6 | MUBISHARES TR | 281,933 | $30.3M | 2.8% |
| 7 | IWFISHARES TR | 241,524 | $30.0M | 2.8% |
| 8 | JPIEJ P MORGAN EXCHANGE TRADED F | 637,747 | $29.4M | 2.7% |
| 9 | SOXXISHARES TR | 38,947 | $25.0M | 2.3% |
| 10 | FPEIFIRST TR EXCH TRADED FD III | 1.3M | $24.3M | 2.2% |
| 11 | VUGVANGUARD INDEX FDS | 278,734 | $24.0M | 2.2% |
| 12 | QUALISHARES TR | 100,803 | $22.1M | 2% |
| 13 | SUBISHARES TR | 199,011 | $21.2M | 1.9% |
| 14 | SCHDSCHWAB STRATEGIC TR | 632,796 | $20.1M | 1.8% |
| 15 | VTVVANGUARD INDEX FDS | 90,983 | $19.8M | 1.8% |
| 16 | NYFISHARES TR | 366,334 | $19.7M | 1.8% |
| 17 | IYJISHARES TR | 113,634 | $18.9M | 1.7% |
| 18 | GRIDFIRST TR EXCHANGE-TRADED FD | 94,818 | $18.2M | 1.7% |
| 19 | CIBRFIRST TR EXCHANGE-TRADED FD | 197,558 | $17.8M | 1.6% |
| 20 | SPSMSPDR SERIES TRUST | 305,454 | $17.6M | 1.6% |
| 21 | VCSHVANGUARD SCOTTSDALE FDS | 188,507 | $14.9M | 1.4% |
| 22 | JEPIJ P MORGAN EXCHANGE TRADED F | 262,507 | $14.8M | 1.4% |
| 23 | AVUVAMERICAN CENTY ETF TR | 110,273 | $13.8M | 1.3% |
| 24 | MSFTMICROSOFT CORP | 34,028 | $12.7M | 1.2% |
| 25 | AAPLAPPLE INC | 43,351 | $12.5M | 1.2% |
| 26 | SPYSTATE STR SPDR S&P 500 ETF T | 16,685 | $12.5M | 1.1% |
| 27 | VTEBVANGUARD MUN BD FDS | 235,085 | $11.9M | 1.1% |
| 28 | IWPISHARES TR | 77,597 | $11.4M | 1% |
| 29 | JTEKJ P MORGAN EXCHANGE TRADED F | 99,779 | $11.1M | 1% |
| 30 | IVVISHARES TR | 14,840 | $11.1M | 1% |
| 31 | IWSISHARES TR | 55,797 | $9.2M | 0.8% |
| 32 | XLPSELECT SECTOR SPDR TR | 109,029 | $9.1M | 0.8% |
| 33 | IEMGISHARES INC | 98,715 | $8.2M | 0.8% |
| 34 | FLRNSPDR SERIES TRUST | 254,331 | $7.8M | 0.7% |
| 35 | XJUNFIRST TR EXCHNG TRADED FD VI | 165,940 | $7.4M | 0.7% |
| 36 | VONGVANGUARD SCOTTSDALE FDS | 56,595 | $7.2M | 0.7% |
| 37 | NVDANVIDIA CORPORATION | 33,910 | $6.8M | 0.6% |
| 38 | GOOGLALPHABET INC | 18,111 | $6.5M | 0.6% |
| 39 | VOVANGUARD INDEX FDS | 73,508 | $5.9M | 0.5% |
| 40 | JSCPJ P MORGAN EXCHANGE TRADED F | 119,228 | $5.6M | 0.5% |
| 41 | SUSCISHARES TR | 235,522 | $5.5M | 0.5% |
| 42 | BBUSJ P MORGAN EXCHANGE TRADED F | 39,600 | $5.3M | 0.5% |
| 43 | VOOVANGUARD INDEX FDS | 7,694 | $5.3M | 0.5% |
| 44 | AMZNAMAZON COM INC | 18,840 | $4.5M | 0.4% |
| 45 | ESGDISHARES TR | 42,628 | $4.4M | 0.4% |
| 46 | JIREJ P MORGAN EXCHANGE TRADED F | 50,326 | $4.2M | 0.4% |
| 47 | IWMISHARES TR | 13,498 | $4.1M | 0.4% |
| 48 | JCPBJ P MORGAN EXCHANGE TRADED F | 80,818 | $3.8M | 0.3% |
| 49 | VEAVANGUARD TAX-MANAGED FDS | 52,716 | $3.8M | 0.3% |
| 50 | NULVNUSHARES ETF TR | 68,930 | $3.4M | 0.3% |
| 51 | GOOGALPHABET INC | 9,492 | $3.4M | 0.3% |
| 52 | AVLVAMERICAN CENTY ETF TR | 35,758 | $3.3M | 0.3% |
| 53 | AVGOBROADCOM INC | 8,533 | $3.2M | 0.3% |
| 54 | VBVANGUARD INDEX FDS | 10,056 | $3.0M | 0.3% |
| 55 | IWOISHARES TR | 7,700 | $3.0M | 0.3% |
| 56 | JPMJPMORGAN CHASE & CO | 8,830 | $2.9M | 0.3% |
| 57 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,598 | $2.8M | 0.3% |
| 58 | VTIVANGUARD INDEX FDS | 7,443 | $2.8M | 0.3% |
| 59 | NULGNUSHARES ETF TR | 22,505 | $2.6M | 0.2% |
| 60 | QQQINVESCO QQQ TR | 3,567 | $2.6M | 0.2% |
| 61 | JGROJ P MORGAN EXCHANGE TRADED F | 25,735 | $2.5M | 0.2% |
| 62 | LRCXLAM RESEARCH CORP | 5,593 | $2.4M | 0.2% |
| 63 | XLKSELECT SECTOR SPDR TR | 12,472 | $2.4M | 0.2% |
| 64 | COSTCOSTCO WHOLESALE CORPORATION | 2,414 | $2.3M | 0.2% |
| 65 | VWOVANGUARD INTL EQUITY INDEX F | 37,524 | $2.2M | 0.2% |
| 66 | AGGISHARES TR | 22,260 | $2.2M | 0.2% |
| 67 | IWNISHARES TR | 9,783 | $2.2M | 0.2% |
| 68 | IUSBISHARES TR | 45,923 | $2.1M | 0.2% |
| 69 | JMUBJ P MORGAN EXCHANGE TRADED F | 41,252 | $2.1M | 0.2% |
| 70 | ESGEISHARES INC | 37,375 | $2.0M | 0.2% |
| 71 | AXPAMERICAN EXPRESS CO | 5,791 | $2.0M | 0.2% |
| 72 | IWBISHARES TR | 4,763 | $2.0M | 0.2% |
| 73 | IGMISHARES TR | 11,624 | $1.9M | 0.2% |
| 74 | VONVVANGUARD SCOTTSDALE FDS | 17,452 | $1.9M | 0.2% |
| 75 | SPYMSPDR SERIES TRUST | 20,352 | $1.8M | 0.2% |
| 76 | BUFRFIRST TR EXCHNG TRADED FD VI | 47,050 | $1.7M | 0.2% |
| 77 | VVISA INC | 4,913 | $1.7M | 0.2% |
| 78 | SPDWSPDR INDEX SHS FDS | 32,096 | $1.6M | 0.1% |
| 79 | VOEVANGUARD INDEX FDS | 7,925 | $1.6M | 0.1% |
| 80 | ACYNFIRST TR EXCHANGE-TRADED FD | 73,495 | $1.5M | 0.1% |
| 81 | VOTVANGUARD INDEX FDS | 4,960 | $1.5M | 0.1% |
| 82 | JNJJOHNSON & JOHNSON | 5,944 | $1.5M | 0.1% |
| 83 | SPMDSPDR SERIES TRUST | 22,068 | $1.5M | 0.1% |
| 84 | SPYVSPDR SERIES TRUST | 24,267 | $1.5M | 0.1% |
| 85 | BINCBLACKROCK ETF TRUST II | 27,279 | $1.4M | 0.1% |
| 86 | MAMASTERCARD INCORPORATED | 2,705 | $1.4M | 0.1% |
| 87 | VGTVANGUARD WORLD FD | 11,371 | $1.4M | 0.1% |
| 88 | IWYISHARES TR | 4,670 | $1.4M | 0.1% |
| 89 | ABBVABBVIE INC | 5,386 | $1.4M | 0.1% |
| 90 | METAMETA PLATFORMS INC | 2,404 | $1.4M | 0.1% |
| 91 | NUSCNUSHARES ETF TR | 25,833 | $1.3M | 0.1% |
| 92 | SUSBISHARES TR | 53,355 | $1.3M | 0.1% |
| 93 | VBKVANGUARD INDEX FDS | 3,612 | $1.3M | 0.1% |
| 94 | VBRVANGUARD INDEX FDS | 4,988 | $1.2M | 0.1% |
| 95 | SUSAISHARES TR | 7,792 | $1.2M | 0.1% |
| 96 | SPYGSPDR SERIES TRUST | 10,074 | $1.2M | 0.1% |
| 97 | MSMORGAN STANLEY | 5,664 | $1.2M | 0.1% |
| 98 | MARMFIRST TR EXCHNG TRADED FD VI | 34,201 | $1.2M | 0.1% |
| 99 | SPEMSPDR INDEX SHS FDS | 21,874 | $1.1M | 0.1% |
| 100 | LLYELI LILLY & CO | 921 | $1.1M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.