EdgeMarket › What Legacy Edge Advisors, Llc reported owning
What Legacy Edge Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
951.4MPositions
223Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 112.6M | 11.8% | 1.4M | 81.05 | -2.5% |
| IEFA iShares Core MSCI EAFE ETF | 91.1M | 9.6% | 1.0M | 100.85 | +16.8% |
| IWD iShares Russell 1000 Value ETF | 47.4M | 5.0% | 221.8K | 257.29 | +29.2% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 39.1M | 4.1% | 497.1K | 97.80 | +53.2% |
| IWR iShares Russell Mid-Cap ETF | 35.9M | 3.8% | 369.2K | 113.44 | +20.4% |
| MUB iShares National Muni Bond ETF | 27.7M | 2.9% | 261.3K | 105.34 | +1.2% |
| IWF iShares Russell 1000 Growth Fund | 25.6M | 2.7% | 60.0K | 122.39 | +11.2% |
| FPEI First Trust Institutional Preferred Securities | 23.1M | 2.4% | 1.2M | 19.04 | -0.8% |
| SUB iShares Short-Term National Muni Bond ETF | 20.9M | 2.2% | 196.0K | 106.30 | -0.6% |
| JPIE JPMorgan Income ETF | 20.5M | 2.2% | 444.4K | 45.85 | -1.1% |
| VUG Vanguard Morningstar Growth ETF | 20.5M | 2.2% | 46.9K | 87.50 | +15.9% |
| QUAL iShares MSCI USA Quality Factor ETF | 19.3M | 2.0% | 100.8K | 223.22 | +19.3% |
| SCHD Schwab US Dividend Equity ETF | 19.3M | 2.0% | 627.5K | 35.11 | +27.6% |
| NYF iShares New York Muni Bond ETF | 18.6M | 2.0% | 350.8K | 52.78 | +1.4% |
| VTV Vanguard Morningstar Value ETF | 18.3M | 1.9% | 93.1K | 226.40 | +24.6% |
| IYJ iShares U.S. Industrials ETF | 16.3M | 1.7% | 110.3K | 164.90 | +14.4% |
| GRID First Trust NASDAQ Clean Edge Smart Grid Infra | 15.7M | 1.6% | 95.8K | 180.93 | +27.2% |
| SOXX iShares PHLX SOX Semiconductor Sector Index Fu | 15.3M | 1.6% | 46.4K | 520.05 | +113.4% |
| SPSM State Street SPDR Portfolio S&P 600 Small Cap | 14.6M | 1.5% | 303.0K | 57.28 | +28.7% |
| JEPI JPMorgan Equity Premium Income ETF | 13.8M | 1.5% | 243.4K | 57.92 | +1.4% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 13.0M | 1.4% | 207.0K | 94.85 | +31.9% |
| MSFT MICROSOFT CORP | 12.6M | 1.3% | 34.1K | 483.24 | -4.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 12.3M | 1.3% | 246.7K | 49.54 | +1.4% |
| AVUV Avantis U.S. Small Cap Value ETF | 11.6M | 1.2% | 105.0K | 126.45 | +33.2% |
| SPY SPDR S&P 500 ETF TRUST | 10.7M | 1.1% | 16.4K | 765.72 | +20.0% |
| AAPL Apple Inc. | 10.1M | 1.1% | 39.9K | 309.35 | +36.9% |
| IWP iShares Russell Midcap Growth ETF | 10.0M | 1.1% | 78.2K | 143.66 | +2.9% |
| IVV iShares Core S&P 500 ETF | 9.3M | 1.0% | 14.3K | 769.31 | +20.0% |
| XLP State Street Consumer Staples Select Sector SP | 8.6M | 0.9% | 104.6K | 85.99 | +3.3% |
| IWS iShares Russell Mid-Cap Value ETF | 8.2M | 0.9% | 56.4K | 171.98 | +26.3% |
| FLRN State Street SPDR Bloomberg Investment Grade F | 7.9M | 0.8% | 255.4K | 30.82 | +0.0% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 7.8M | 0.8% | 98.2K | 78.59 | -1.3% |
| XJUN FT Vest U.S. Equity Enhance & Moderate Buffer | 6.5M | 0.7% | 151.4K | 45.16 | +8.5% |
| VONG Vanguard Russell 1000 Growth ETF | 6.3M | 0.7% | 57.5K | 125.99 | +11.3% |
| NVDA NVIDIA CORP | 6.1M | 0.6% | 34.7K | 214.72 | +22.4% |
| JTEK JPMorgan U.S. Tech Leaders ETF | 5.9M | 0.6% | 74.5K | 99.98 | +20.4% |
| VO Vanguard Morningstar Mid-Cap ETF | 5.3M | 0.6% | 18.4K | 82.97 | +15.9% |
| IEMG iShares Core MSCI Emerging Markets ETF | 5.1M | 0.5% | 73.6K | 81.57 | +31.9% |
| SUSC iShares ESG Aware USD Corporate Bond ETF | 5.1M | 0.5% | 218.9K | 22.64 | -2.7% |
| JSCP JPMorgan Short Duration Core Plus ETF | 4.8M | 0.5% | 102.1K | 46.91 | -1.1% |
| VOO Vanguard S&P 500 ETF | 4.6M | 0.5% | 7.8K | 703.71 | +20.0% |
| GOOGL Alphabet Inc. | 4.6M | 0.5% | 16.1K | 344.82 | +73.0% |
| BBUS JPMorgan BetaBuilders U.S. Equity ETF | 4.4M | 0.5% | 37.2K | 138.11 | +19.6% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 4.0M | 0.4% | 42.2K | 107.31 | +17.0% |
| AMZN AMAZON COM INC | 4.0M | 0.4% | 19.0K | 258.63 | +15.6% |
| JIRE JPMorgan International Research Enhanced Equit | 3.5M | 0.4% | 45.9K | 85.32 | +16.9% |
| VEA Vanguard FTSE Developed Markets ETF | 3.4M | 0.4% | 52.8K | 73.42 | +24.7% |
| IWM iShares Russell 2000 ETF | 3.3M | 0.3% | 13.2K | 299.96 | +33.1% |
| NULV Nuveen ESG Large-Cap Value ETF | 3.3M | 0.3% | 71.4K | 53.36 | +24.3% |
| AVGO Broadcom Inc. | 2.7M | 0.3% | 8.7K | 368.45 | +26.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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