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Legacy Edge Advisors, LLC

Q1 2026 13F Holdings

  • Location
    syosset, NY
  • Num holdings

    223

  • Value ($000)

    $951,362

  • Date Filed
    05/11/2026
  • Form type
    13F-HR
  • CIK
    0002105396
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$112.61M
12 %

1,360,788

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$91.14M
10 %

1,006,724

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$47.38M
5 %

221,763

E
EMXC

ISHARES INC

MSCI EMRG CHN
46434G764
$39.1M
4 %

497,080

I
IWR

ISHARES TR

RUS MID CAP ETF
464287499
$35.9M
4 %

369,247

M
MUB

ISHARES TR

NATIONAL MUN ETF
464288414
$27.73M
3 %

261,266

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$25.57M
3 %

59,957

F
FPEI

FIRST TR EXCH TRADED FD III

INSTL PFD SECS
33739P855
$23.07M
2 %

1,214,315

S
SUB

ISHARES TR

SHRT NAT MUN ETF
464288158
$20.87M
2 %

195,954

J
JPIE

J P MORGAN EXCHANGE TRADED F

INCOME ETF
46641Q159
$20.47M
2 %

444,395

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