Legacy Edge Advisors, LLC

Registered adviser

CIK

2105396

Location

SYOSSET, NY

Portfolio Value

Mid $1,007,947,289

Diversification

Moderately concentrated

Filing Date

Global Rank

#2,397 / 8,827 ▼ 12 · as of Jun 2026

Top Industry

Software - Infrastructure 16.7%

Period ended 38 days ago

Filed Nov 6, 2026 · 1d

12 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 328064

Roster of Nov 1, 2026

Regulatory AUM

$1,228,771,954

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$1,228,771,954	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$896,164,407	Individuals and high net worth (100%)
Feb 2024 to Mar 2025	$626,960,009	Individuals and high net worth (100%)
Oct 2023 to Jan 2024	$0	—

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 78.8% of the book (60%+)

Turnover

Low turnover

9.0% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 10.2 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 80.7%; sector active share 78.1% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

249 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

38.1%

−1.1 pts

Top 5

71.2%

+1.5 pts

Top 10

80.6%

+1.7 pts

HHI

1,848

Moderately concentrated+7

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	89.9%	$906,405,850	169
Technology	4.8%	$48,697,182	15
Financial Services	1.4%	$14,064,514	16
Communication Services	1.2%	$12,543,355	6
Healthcare	0.8%	$7,903,051	11
Consumer Cyclical	0.6%	$6,185,228	4
Consumer Defensive	0.5%	$5,090,430	8
Industrials	0.4%	$3,539,099	9
Basic Materials	0.2%	$1,886,118	6
Energy	0.1%	$1,084,351	3
Utilities	0.1%	$548,111	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACYN	First Trust Exchange-Traded Fund	+610,671	684,166	$14,271,702
IEMG	iShares Trust	+337,536	436,251	$0
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+207,015	442,100	$20,937,856
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+156,228	1,528,583	$119,703,334
FPEI	First Trust Institutional Preferred Securities and Income ETF	+100,642	1,361,735	$25,110,393
JPIE	JPMorgan Income ETF	+86,562	724,309	$32,514,231
IEFA	iShares Core MSCI EAFE ETF	+44,971	1,071,884	$103,844,121
SUSC	iShares ESG Aware USD Corporate Bond ETF	+39,194	274,716	$6,028,642
IWF	iShares Russell 1000 Growth ETF	+34,868	276,392	$34,620,861
JEPI	JPMorgan Equity Premium Income ETF	+29,223	291,730	$16,401,060
XJUN	FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June	+22,610	188,550	$8,545,086
JSCP	JPMorgan Short Duration Core Plus ETF	+19,907	139,135	$6,397,427
IWR	iShares Russell Mid-Cap ETF	+19,041	400,352	$42,721,561
GOVT	iShares U.S. Treasury Bond ETF	+18,080	34,123	$746,270
BFLX	Cann American Corp.	+12,475	20,920	$537,225
JPHY	JPMorgan Active High Yield ETF	+11,859	26,175	$1,276,031
VEA	Vanguard FTSE Developed Markets ETF	+11,575	64,291	$4,539,587
SUB	iShares Short-Term National Muni Bond ETF	+11,213	210,224	$21,976,816
BBUS	JPMORGAN BETABUILDERS U.S. EQUITY ETF	+9,783	49,383	$6,794,113
—		+9,671	118,700	$0
AGG	iShares Core U.S. Aggregate Bond ETF	+9,373	31,633	$2,990,583
SCHD	Schwab U.S. Dividend Equity ETF	+9,352	642,148	$20,889,074
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	+9,243	41,339	$2,075,631
—		+8,608	314,062	$0
AVUV	Avantis U.S. Small Cap Value ETF	+7,200	117,473	$13,834,795
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EMXC	iShares MSCI Emerging Markets ex China ETF	−295,520	150,286	$14,890,336
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−179,250	9,257	$715,103
MUB	iShares National Muni Bond ETF	−66,929	215,004	$21,736,904
IWD	iShares Russell 1000 Value ETF	−46,803	160,344	$39,754,087
SUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETF	−37,066	16,289	$397,940
—		−22,932	174,626	$0
NYF	iShares New York Muni Bond ETF	−17,064	349,270	$17,645,120
VUG	VANGUARD GROWTH INDEX FUND	−16,567	262,167	$23,623,868
VTV	VANGUARD VALUE INDEX FUND	−14,597	76,386	$16,505,486
NULV	Nuveen ESG Large-Cap Value ETF	−8,307	60,623	$3,191,800
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	−7,584	49,011	$6,318,988
JCPB	JPMorgan Core Plus Bond ETF	−5,971	74,847	$3,351,648
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	−4,459	6,651	$382,831
JIRE	JPMorgan International Research Enhanced Equity ETF	−4,337	45,989	$3,778,456
VTC	VANGUARD TOTAL CORPORATE BOND ETF	−3,727	3,678	$267,684
—		−2,707	74,890	$0
SOXX	iShares Semiconductor ETF	−2,153	36,794	$0
JTEK	JPMorgan U.S. Tech Leaders ETF	−2,054	97,725	$10,280,181
MSFT	Microsoft Corp	−1,998	32,030	$16,428,187
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	−1,857	92,961	$16,464,322
IGV	iShares Expanded Tech-Software Sector ETF	−1,845	4,851	$516,534
IWS	iShares Russell Mid-Cap Value ETF	−1,421	54,376	$8,740,398
PFE	Pfizer Inc	−1,061	10,964	$312,693
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	−936	3,944	$402,997
SGOV	iShares 0-3 Month Treasury Bond ETF	−889	7,435	$748,555
No positions match the current search.

New Positions

Positions the filer opened this quarter

22 positions

Ticker	Company	Shares	Value
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	526,197	$26,383,517
JMSI	JPMorgan Sustainable Municipal Income ETF	21,078	$994,881
BBJP	JPMorgan BetaBuilders Japan ETF	11,100	$871,350
DFAC	Dimensional U.S. Core Equity 2 ETF	18,761	$833,926
HYD	VanEck High Yield Muni ETF	10,603	$509,262
BIV	Vanguard Bond Index Funds	6,742	$491,222
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	9,009	$438,828
VTG	VANGUARD TOTAL TREASURY ETF	5,200	$375,648
WCMI	First Trust WCM International Equity ETF	19,461	$371,315
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	7,047	$354,816
CORO		9,593	$348,705
USHY	iShares Broad USD High Yield Corporate Bond ETF	8,213	$293,368
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	2,863	$260,074
CRWD	CrowdStrike Holdings, Inc.	968	$256,278
SCHM	Schwab U.S. Mid-Cap ETF	7,154	$243,379
HIMU		5,116	$233,698
ACWX	iShares MSCI ACWI ex U.S. ETF	2,849	$215,441
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	1,216	$204,798
IXN	iShares Global Tech ETF	1,360	$201,579
NG	Novagold Resources Inc	11,500	$74,750
—		12,677	$0
VRP	Invesco Ltd.	14,444	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
MTUM	iShares MSCI USA Momentum Factor ETF	1,126	$386,026
SRLN	State Street(R) Blackstone Senior Loan ETF	7,816	$314,906
NKE	NIKE, Inc.	6,907	$283,532
BOND	PIMCO Active Bond Exchange-Traded Fund	2,837	$261,599
HONA	Honeywell Aerospace Inc.	1,145	$253,136
CARR	CARRIER GLOBAL Corp	3,428	$251,443
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	4,630	$243,538
SO	Southern Co	2,529	$242,050
GLD	Spdr Gold Trust	618	$227,658
MU	Micron Technology Inc	187	$215,852
STX	Seagate Technology Holdings plc	213	$205,545
KLAC	Kla Corp	680	$205,162
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

249 tracked positions · $1,007,947,289 total · filing declares 249 positions · $1,129,293,853 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 249 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	1,528,583	+156,228	$119,703,334	+5.5%	11.88%
IEFA	iShares Core MSCI EAFE ETF	Added	1,071,884	+44,971	$103,844,121	+4.7%	10.30%
IWR	iShares Russell Mid-Cap ETF	Added	400,352	+19,041	$42,721,561	+1.6%	4.24%
IWD	iShares Russell 1000 Value ETF	Reduced	160,344	-46,803	$39,754,087	−20.8%	3.94%
IWF	iShares Russell 1000 Growth ETF	Added	276,392	+34,868	$34,620,861	+15.4%	3.43%
JPIE	JPMorgan Income ETF	Added	724,309	+86,562	$32,514,231	+10.7%	3.23%
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	NEW	526,197	NEW	$26,383,517	NEW	2.62%
FPEI	First Trust Institutional Preferred Securities and Income ETF	Added	1,361,735	+100,642	$25,110,393	+3.2%	2.49%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	262,167	-16,567	$23,623,868	−1.6%	2.34%
QUAL	iShares MSCI USA Quality Factor ETF	Added	104,212	+3,409	$23,160,074	+4.7%	2.30%
SUB	iShares Short-Term National Muni Bond ETF	Added	210,224	+11,213	$21,976,816	+3.7%	2.18%
MUB	iShares National Muni Bond ETF	Reduced	215,004	-66,929	$21,736,904	−28.4%	2.16%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	442,100	+207,015	$20,937,856	+76.1%	2.08%
SCHD	Schwab U.S. Dividend Equity ETF	Added	642,148	+9,352	$20,889,074	+4.1%	2.07%
IYJ	iShares U.S. Industrials ETF	Added	119,489	+5,855	$18,326,027	−3.2%	1.82%
NYF	iShares New York Muni Bond ETF	Reduced	349,270	-17,064	$17,645,120	−10.7%	1.75%
VTV	VANGUARD VALUE INDEX FUND	Reduced	76,386	-14,597	$16,505,486	−16.8%	1.64%
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	Reduced	92,961	-1,857	$16,464,322	−9.4%	1.63%
MSFT	Microsoft Corp Technology	Reduced	32,030	-1,998	$16,428,187	+29.4%	1.63%
JEPI	JPMorgan Equity Premium Income ETF	Added	291,730	+29,223	$16,401,060	+10.6%	1.63%
EMXC	iShares MSCI Emerging Markets ex China ETF	Reduced	150,286	-295,520	$14,890,336	−67.4%	1.48%
AAPL	Apple Inc. Technology	Added	43,775	+424	$14,577,950	+16.2%	1.45%
ACYN	First Trust Exchange-Traded Fund	Added	684,166	+610,671	$14,271,702	+834.0%	1.42%
AVUV	Avantis U.S. Small Cap Value ETF	Added	117,473	+7,200	$13,834,795	+0.6%	1.37%
SPY	Spdr S&P 500 ETF Trust	Added	17,029	+344	$12,986,826	+4.2%	1.29%
IVV	iShares Core S&P 500 ETF	Added	15,041	+201	$11,519,149	+3.6%	1.14%
JTEK	JPMorgan U.S. Tech Leaders ETF	Reduced	97,725	-2,054	$10,280,181	−7.6%	1.02%
IWS	iShares Russell Mid-Cap Value ETF	Reduced	54,376	-1,421	$8,740,398	−4.8%	0.87%
XJUN	FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June	Added	188,550	+22,610	$8,545,086	+15.9%	0.85%
FLRN	State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF	Added	254,894	+563	$7,860,930	+0.2%	0.78%
NVDA	Nvidia Corp Technology	Added	34,272	+362	$7,827,039	+15.4%	0.78%
BBUS	JPMORGAN BETABUILDERS U.S. EQUITY ETF	Added	49,383	+9,783	$6,794,113	+27.4%	0.67%
JSCP	JPMorgan Short Duration Core Plus ETF	Added	139,135	+19,907	$6,397,427	+13.8%	0.63%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Reduced	49,011	-7,584	$6,318,988	−12.6%	0.63%
GOOGL	Alphabet Inc. Communication Services	Added	18,218	+107	$6,268,449	−3.2%	0.62%
SUSC	iShares ESG Aware USD Corporate Bond ETF	Added	274,716	+39,194	$6,028,642	+10.6%	0.60%
VO	VANGUARD MID-CAP INDEX FUND	Added	74,571	+1,063	$5,847,857	−1.3%	0.58%
VOO	VANGUARD 500 INDEX FUND	Added	8,082	+388	$5,664,350	+7.2%	0.56%
AMZN	Amazon Com Inc Consumer Cyclical	Added	18,944	+104	$4,719,897	+5.1%	0.47%
ESGD	iShares ESG Aware MSCI EAFE ETF	Added	45,198	+2,570	$4,657,653	+6.3%	0.46%
VEA	Vanguard FTSE Developed Markets ETF	Added	64,291	+11,575	$4,539,587	+20.9%	0.45%
JIRE	JPMorgan International Research Enhanced Equity ETF	Reduced	45,989	-4,337	$3,778,456	−9.0%	0.37%
IWM	iShares Russell 2000 ETF	Reduced	13,357	-141	$3,711,776	−8.5%	0.37%
AVLV	Avantis U.S. Large Cap Value ETF	Added	40,444	+4,686	$3,657,755	+12.1%	0.36%
JCPB	JPMorgan Core Plus Bond ETF	Reduced	74,847	-5,971	$3,351,648	−11.6%	0.33%
GOOG	Alphabet Inc. Communication Services	Added	9,525	+33	$3,245,548	−3.2%	0.32%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	8,558	+1,115	$3,202,745	+16.3%	0.32%
NULV	Nuveen ESG Large-Cap Value ETF	Reduced	60,623	-8,307	$3,191,800	−7.4%	0.32%
AVGO	Broadcom Inc. Technology	Added	8,537	+4	$2,998,109	−7.0%	0.30%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	31,633	+9,373	$2,990,583	+35.7%	0.30%

Showing the top 50 of 249 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.