Legacy Edge Advisors, LLC Q4 2025 Filing
Filed February 2, 2026
Portfolio Value
$913.5M
Holdings
217
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (217 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VCITVANGUARD SCOTTSDALE FDS | 1,241,883 | $104.0M | 11.39% | |
| 2 | AQLTISHARES TR | 966,892 | $86.5M | 9.47% | |
| 3 | IWDISHARES TR | 227,640 | $47.9M | 5.24% | |
| 4 | EMXCISHARES INC | 471,603 | $34.3M | 3.75% | |
| 5 | IWRISHARES TR | 330,997 | $31.9M | 3.49% | |
| 6 | IWFISHARES TR | 61,059 | $28.9M | 3.16% | |
| 7 | MUBISHARES TR | 237,517 | $25.4M | 2.78% | |
| 8 | VUGVANGUARD INDEX FDS | 46,722 | $22.8M | 2.50% | |
| 9 | QUALISHARES TR | 113,890 | $22.6M | 2.48% | |
| 10 | FPEIFIRST TR EXCH TRADED FD III | 1,123,229 | $21.8M | 2.38% | |
| 11 | SPSMSPDR SERIES TRUST | 450,872 | $21.1M | 2.31% | |
| 12 | SUBISHARES TR | 188,645 | $20.1M | 2.20% | |
| 13 | SCHDSCHWAB STRATEGIC TR | 701,321 | $19.2M | 2.11% | |
| 14 | VTVVANGUARD INDEX FDS | 99,732 | $19.0M | 2.09% | |
| 15 | MSFTMICROSOFT CORP | 33,488 | $16.2M | 1.77% | |
| 16 | NYFISHARES TR | 293,971 | $15.7M | 1.72% | |
| 17 | IYJISHARES TR | 104,036 | $15.4M | 1.69% | |
| 18 | SOXXISHARES TR | 50,860 | $15.3M | 1.68% | |
| 19 | JEPIJ P MORGAN EXCHANGE TRADED F | 259,111 | $14.8M | 1.62% | |
| 20 | GRIDFIRST TR EXCHANGE TRADED FD | 94,292 | $14.4M | 1.58% | |
| 21 | CIBRFIRST TR EXCHANGE TRADED FD | 183,006 | $13.1M | 1.43% | |
| 22 | VTEBVANGUARD MUN BD FDS | 248,704 | $12.5M | 1.37% | |
| 23 | SPYSPDR S&P 500 ETF TR | 17,252 | $11.8M | 1.29% | |
| 24 | AAPLAPPLE INC | 40,887 | $11.1M | 1.22% | |
| 25 | JPIEJ P MORGAN EXCHANGE TRADED F | 233,624 | $10.8M | 1.18% | |
| 26 | IWPISHARES TR | 78,188 | $10.7M | 1.17% | |
| 27 | IVVISHARES TR | 15,092 | $10.3M | 1.13% | |
| 28 | IGVISHARES TR | 91,190 | $9.6M | 1.05% | |
| 29 | IWSISHARES TR | 57,557 | $8.1M | 0.89% | |
| 30 | FLRNSPDR SERIES TRUST | 245,478 | $7.5M | 0.83% | |
| 31 | XJUNFIRST TR EXCHNG TRADED FD VI | 164,080 | $7.0M | 0.77% | |
| 32 | VONGVANGUARD SCOTTSDALE FDS | 57,295 | $7.0M | 0.76% | |
| 33 | NVDANVIDIA CORPORATION | 34,027 | $6.3M | 0.69% | |
| 34 | VOVANGUARD INDEX FDS | 18,452 | $5.4M | 0.59% | |
| 35 | GOOGLALPHABET INC | 16,288 | $5.1M | 0.56% | |
| 36 | VOOVANGUARD INDEX FDS | 7,960 | $5.0M | 0.55% | |
| 37 | IEMGISHARES INC | 68,858 | $4.6M | 0.51% | |
| 38 | AGGISHARES TR | 45,891 | $4.6M | 0.50% | |
| 39 | AMZNAMAZON COM INC | 19,001 | $4.4M | 0.48% | |
| 40 | JSCPJ P MORGAN EXCHANGE TRADED F | 89,025 | $4.2M | 0.46% | |
| 41 | SUSCISHARES TR | 171,611 | $4.0M | 0.44% | |
| 42 | VEAVANGUARD TAX-MANAGED FDS | 60,314 | $3.8M | 0.41% | |
| 43 | ESGDISHARES TR | 38,311 | $3.6M | 0.40% | |
| 44 | IWMISHARES TR | 13,331 | $3.3M | 0.36% | |
| 45 | BBUSJ P MORGAN EXCHANGE TRADED F | 25,820 | $3.2M | 0.35% | |
| 46 | NULVNUSHARES ETF TR | 68,091 | $3.1M | 0.34% | |
| 47 | AVGOBROADCOM INC | 8,829 | $3.1M | 0.33% | |
| 48 | JIREJ P MORGAN EXCHANGE TRADED F | 38,845 | $2.9M | 0.32% | |
| 49 | JPMJPMORGAN CHASE & CO. | 8,951 | $2.9M | 0.32% | |
| 50 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,338 | $2.7M | 0.29% | |
| 51 | VBVANGUARD INDEX FDS | 9,769 | $2.5M | 0.28% | |
| 52 | IWOISHARES TR | 7,788 | $2.5M | 0.28% | |
| 53 | AXPAMERICAN EXPRESS CO | 5,897 | $2.2M | 0.24% | |
| 54 | NULGNUSHARES ETF TR | 22,005 | $2.2M | 0.24% | |
| 55 | GOOGALPHABET INC | 6,816 | $2.1M | 0.23% | |
| 56 | XLFISELECT SECTOR SPDR TR | 27,447 | $2.1M | 0.23% | |
| 57 | AVLVAMERICAN CENTY ETF TR | 27,654 | $2.1M | 0.23% | |
| 58 | VWOVANGUARD INTL EQUITY INDEX F | 37,885 | $2.0M | 0.22% | |
| 59 | VTIVANGUARD INDEX FDS | 6,002 | $2.0M | 0.22% | |
| 60 | JGROJ P MORGAN EXCHANGE TRADED F | 21,334 | $2.0M | 0.22% | |
| 61 | IWBISHARES TR | 5,092 | $1.9M | 0.21% | |
| 62 | VOEVANGUARD INDEX FDS | 10,564 | $1.9M | 0.21% | |
| 63 | NDQINVESCO QQQ TR | 2,995 | $1.8M | 0.20% | |
| 64 | IWNISHARES TR | 9,891 | $1.8M | 0.20% | |
| 65 | COSTCOSTCO WHSL CORP NEW | 2,015 | $1.7M | 0.19% | |
| 66 | JMUBJ P MORGAN EXCHANGE TRADED F | 33,759 | $1.7M | 0.19% | |
| 67 | MBBISHARES TR | 17,716 | $1.7M | 0.18% | |
| 68 | VONVVANGUARD SCOTTSDALE FDS | 17,841 | $1.6M | 0.18% | |
| 69 | MAMASTERCARD INCORPORATED | 2,875 | $1.6M | 0.18% | |
| 70 | METAMETA PLATFORMS INC | 2,370 | $1.6M | 0.17% | |
| 71 | IGMISHARES TR | 11,924 | $1.5M | 0.17% | |
| 72 | ESGEISHARES INC | 34,860 | $1.5M | 0.17% | |
| 73 | BINCBLACKROCK ETF TRUST II | 29,001 | $1.5M | 0.17% | |
| 74 | XLKSELECT SECTOR SPDR TR | 10,530 | $1.5M | 0.17% | |
| 75 | VVISA INC | 4,288 | $1.5M | 0.16% | |
| 76 | VBRVANGUARD INDEX FDS | 7,016 | $1.5M | 0.16% | |
| 77 | VOTVANGUARD INDEX FDS | 5,276 | $1.5M | 0.16% | |
| 78 | BUFRFIRST TR EXCHNG TRADED FD VI | 42,857 | $1.5M | 0.16% | |
| 79 | IUSBISHARES TR | 31,496 | $1.5M | 0.16% | |
| 80 | IWYISHARES TR | 5,250 | $1.5M | 0.16% | |
| 81 | SPDWSPDR INDEX SHS FDS | 32,613 | $1.4M | 0.16% | |
| 82 | SPYMSPDR SERIES TRUST | 17,774 | $1.4M | 0.16% | |
| 83 | MARMFIRST TR EXCHNG TRADED FD VI | 39,531 | $1.3M | 0.14% | |
| 84 | JNJJOHNSON & JOHNSON | 6,132 | $1.3M | 0.14% | |
| 85 | ABBVABBVIE INC | 5,538 | $1.3M | 0.14% | |
| 86 | SPYVSPDR SERIES TRUST | 21,390 | $1.2M | 0.13% | |
| 87 | VBKVANGUARD INDEX FDS | 3,855 | $1.2M | 0.13% | |
| 88 | SCHGSCHWAB STRATEGIC TR | 35,287 | $1.2M | 0.13% | |
| 89 | SPYGSPDR SERIES TRUST | 10,244 | $1.1M | 0.12% | |
| 90 | HDHOME DEPOT INC | 3,147 | $1.1M | 0.12% | |
| 91 | LRCXLAM RESEARCH CORP | 6,025 | $1.0M | 0.11% | |
| 92 | VGTVANGUARD WORLD FD | 1,356 | $1.0M | 0.11% | |
| 93 | NFLXNETFLIX INC | 10,899 | $1.0M | 0.11% | |
| 94 | SRLNSSGA ACTIVE ETF TR | 24,431 | $1.0M | 0.11% | |
| 95 | SPEMSPDR INDEX SHS FDS | 21,322 | $998K | 0.11% | |
| 96 | SUSAISHARES TR | 7,156 | $997K | 0.11% | |
| 97 | SUSBISHARES TR | 39,142 | $987K | 0.11% | |
| 98 | SGOVISHARES TR | 9,585 | $962K | 0.11% | |
| 99 | LLYELI LILLY & CO | 894 | $960K | 0.11% | |
| 100 | NUSCNUSHARES ETF TR | 20,531 | $916K | 0.10% |
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