SEC Form 13F

Legacy Edge Advisors, LLC 13F Holdings

Inspect Legacy Edge Advisors, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-12T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-12
Reported value
$1,088,555,810
Positions
239

Read this manager's filing book

Step 1 of 3

Disclosed positions

Legacy Edge Advisors, LLC: source evidence dated 2026-08-12T03:59:59.999Z.

Issuer
VANGUARD SCOTTSDALE FDS
Ticker
VCIT
Class
INT-TERM CORP
Reported value
$113,425,175
Reported amount
1,372,355
Unit
SH
Option
None
What you should see

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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR/A: 0002105396-26-000004
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Step 3 of 3

Browse institutional filings

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Disclosed positions

See the complete disclosed positions
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$113,425,1751,372,355SHNone
ISHARES TRIEFACORE MSCI EAFE$99,179,2581,026,913SHNone
ISHARES TRIWDRUS 1000 VAL ETF$50,218,647207,147SHNone
ISHARES INCEMXCMSCI EMRG CHN$45,605,954445,806SHNone
ISHARES TRIWRRUS MID CAP ETF$42,066,230381,311SHNone
ISHARES TRMUBNATIONAL MUN ETF$30,341,629281,933SHNone
ISHARES TRIWFRUS 1000 GRW ETF$29,990,035241,524SHNone
J P MORGAN EXCHANGE TRADED FJPIEINCOME ETF$29,368,249637,747SHNone
ISHARES TRSOXXISHARES SEMICDTR$24,955,82538,947SHNone
FIRST TR EXCH TRADED FD IIIFPEIINSTL PFD SECS$24,326,4881,261,093SHNone
VANGUARD INDEX FDSVUGGROWTH ETF$24,010,112278,734SHNone
ISHARES TRQUALMSCI USA QLT FCT$22,119,236100,803SHNone
ISHARES TRSUBSHRT NAT MUN ETF$21,188,686199,011SHNone
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$20,065,959632,796SHNone
VANGUARD INDEX FDSVTVVALUE ETF$19,828,01590,983SHNone
ISHARES TRNYFNEW YORK MUN ETF$19,747,234366,334SHNone
ISHARES TRIYJUS INDUSTRIALS$18,937,106113,634SHNone
FIRST TR EXCHANGE-TRADED FDGRIDNASDQ CLN EDGE$18,181,42094,818SHNone
FIRST TR EXCHANGE-TRADED FDCIBRNASDAQ CYB ETF$17,750,553197,558SHNone
SPDR SERIES TRUSTSPSMST STR SP600 SML$17,615,532305,454SHNone
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$14,897,669188,507SHNone
J P MORGAN EXCHANGE TRADED FJEPIEQUITY PREMIUM$14,826,411262,507SHNone
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$13,757,659110,273SHNone
MICROSOFT CORPMSFTCOM$12,693,22034,028SHNone
APPLE INCAAPLCOM$12,543,92743,351SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$12,460,06016,685SHNone
VANGUARD MUN BD FDSVTEBTAX EXEMPT BD$11,890,599235,085SHNone
ISHARES TRIWPRUS MD CP GR ETF$11,360,95677,597SHNone
J P MORGAN EXCHANGE TRADED FJTEKU S TEC LEA ETF$11,130,50799,779SHNone
ISHARES TRIVVCORE S&P500 ETF$11,113,81114,840SHNone
ISHARES TRIWSRUS MDCP VAL ETF$9,184,18655,797SHNone
SELECT SECTOR SPDR TRXLPST STR STAPL ETF$9,057,039109,029SHNone
ISHARES INCIEMGCORE MSCI EMKT$8,177,55198,715SHNone
SPDR SERIES TRUSTFLRNST STR RATE ETF$7,846,119254,331SHNone
FIRST TR EXCHNG TRADED FD VIXJUNFT VEST U.S$7,372,714165,940SHNone
VANGUARD SCOTTSDALE FDSVONGVNG RUS1000GRW$7,233,40756,595SHNone
NVIDIA CORPORATIONNVDACOM$6,784,97533,910SHNone
ALPHABET INCGOOGLCAP STK CL A$6,472,32818,111SHNone
VANGUARD INDEX FDSVOMID CAP ETF$5,922,54073,508SHNone
J P MORGAN EXCHANGE TRADED FJSCPSHORT DURA CORE$5,621,004119,228SHNone
ISHARES TRSUSCESG AWRE USD ETF$5,452,664235,522SHNone
J P MORGAN EXCHANGE TRADED FBBUSBETABUILDRS US$5,334,91239,600SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$5,284,0107,694SHNone
AMAZON COM INCAMZNCOM$4,490,32618,840SHNone
ISHARES TRESGDESG AW MSCI EAFE$4,382,58542,628SHNone
J P MORGAN EXCHANGE TRADED FJIREINTRNL RES EQT$4,151,39250,326SHNone
ISHARES TRIWMRUSSELL 2000 ETF$4,055,47413,498SHNone
J P MORGAN EXCHANGE TRADED FJCPBCORE PLUS BD ETF$3,793,59780,818SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$3,756,01552,716SHNone
NUSHARES ETF TRNULVNUVEEN ESG LRGVL$3,445,81168,930SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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