Legacy Edge Advisors
SYOSSET, NYfiles as Legacy Edge Advisors, LLC
$1.1bn in 239 US stocks at the end of 30 June 2026. The top 10 are 45.0% of the money. It changed about 5.1% of the portfolio this quarter.
Value
$1.1bn
Stocks
239
Top 10 share
45.0%
Turnover
5.1%
What changed this quarter
New
Bought for the first time this quarter.
- First TR Exchange-Traded FDACYN0.1% of the fund
- Advanced Micro DevicesAMD<0.1% of the fund
- CitigroupC<0.1% of the fund
- NikeNKE<0.1% of the fund
- Vanguard Scottsdale FDSVMBS<0.1% of the fund
- Blackrock ETF TrustIALT<0.1% of the fund
- Elevance HealthELV<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Carrier GlobalCARR<0.1% of the fund
- Blackrock ETF Trust IIGGOV<0.1% of the fund
- Delta Air LinesDAL<0.1% of the fund
- Blackrock ETF TrustBLCR<0.1% of the fund
- Bank of New York MellonBNY<0.1% of the fund
- Fidelity Covington TrustFTEC<0.1% of the fund
- Ishares TRHEFA<0.1% of the fund
- Blackrock ETF TrustBFLX<0.1% of the fund
- Micron TechnologyMU<0.1% of the fund
- Ishares TRDSI<0.1% of the fund
- Ishares TRIWV<0.1% of the fund
- Nushares ETF TRNUMV<0.1% of the fund
- Nushares ETF TRNUDM<0.1% of the fund
- Spdr Series TrustSLYG<0.1% of the fund
- Freeport-McMoRanFCX<0.1% of the fund
- Seagate Technology HoldingsSTX<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIEFA9.1% of the fund+2%
- Ishares TRIWR3.9% of the fund+3%
- Ishares TRMUB2.8% of the fund+8%
- J P Morgan Exchange Traded FJPIE2.7% of the fund+44%
- First TR Exch Traded FD IIIFPEI2.2% of the fund+4%
- Ishares TRNYF1.8% of the fund+4%
- Ishares TRIYJ1.7% of the fund+3%
- Vanguard Scottsdale FDSVCSH1.4% of the fund+92%
- J P Morgan Exchange Traded FJEPI1.4% of the fund+8%
- American Centy ETF TRAVUV1.3% of the fund+5%
- AppleAAPL1.2% of the fund+9%
- J P Morgan Exchange Traded FJTEK1.0% of the fund+34%
- Ishares TRIVV1.0% of the fund+4%
- Select Sector Spdr TRXLP0.8% of the fund+4%
- IsharesIEMG0.8% of the fund+34%
- First TR Exchng Traded FD VIXJUN0.7% of the fund+10%
- AlphabetGOOGL0.6% of the fund+13%
- J P Morgan Exchange Traded FJSCP0.5% of the fund+17%
- Ishares TRSUSC0.5% of the fund+8%
- J P Morgan Exchange Traded FBBUS0.5% of the fund+6%
- J P Morgan Exchange Traded FJIRE0.4% of the fund+10%
- J P Morgan Exchange Traded FJCPB0.3% of the fund+59%
- AlphabetGOOG0.3% of the fund+41%
- American Centy ETF TRAVLV0.3% of the fund+9%
- Berkshire HathawayBRK-B0.3% of the fund+5%
Cut
Sold some of their stake.
- Ishares TRIWD4.6% of the fund-7%
- IsharesEMXC4.2% of the fund-10%
- Ishares TRSOXX2.3% of the fund-16%
- Vanguard Index FDSVTV1.8% of the fund-2%
- First TR Exchange-Traded FDCIBR1.6% of the fund-5%
- Vanguard MUN BD FDSVTEB1.1% of the fund-5%
- NvidiaNVDA0.6% of the fund-2%
- Nushares ETF TRNULV0.3% of the fund-4%
- Nushares ETF TRNULG0.2% of the fund-6%
- Select Sector Spdr TRXLK0.2% of the fund-6%
- IsharesESGE0.2% of the fund-4%
- Vanguard Scottsdale FDSVONV0.2% of the fund-2%
- Vanguard Index FDSVOT0.1% of the fund-4%
- Johnson & JohnsonJNJ0.1% of the fund-2%
- Blackrock ETF Trust IIBINC0.1% of the fund-11%
- MastercardMA0.1% of the fund-4%
- Ishares TRIWY0.1% of the fund-8%
- Vanguard Index FDSVBK0.1% of the fund-5%
- Ishares TRSUSA0.1% of the fund-3%
- Spdr Series TrustSPYG0.1% of the fund-3%
- First TR Exchng Traded FD VIMARM0.1% of the fund-9%
- Schwab Strategic TRSCHG<0.1% of the fund-6%
- CaterpillarCAT<0.1% of the fund-3%
- Ishares TRSGOV<0.1% of the fund-3%
- IntelINTC<0.1% of the fund-14%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- First TR Exchng Traded FD VIXDEC-100%
- Spdr Series TrustSHM-100%
- Northrop GrummanNOC-100%
- SalesforceCRM-100%
- Blackrock ETF TrustTHRO-100%
- ZoetisZTS-100%
- Ishares Silver TRSLV-100%
- TJX CompaniesTJX-100%
- Novagold ResourcesNG-100%
Holdings
- Vanguard Scottsdale FDSVCIT
- Share
- 10.4%
- Value
- $113m
- Shares
- 1,372,355
Held
- Ishares TRIEFA
- Share
- 9.1%
- Value
- $99m
- Shares
- 1,026,913
+2%
- Ishares TRIWD
- Share
- 4.6%
- Value
- $50m
- Shares
- 207,147
-7%
- IsharesEMXC
- Share
- 4.2%
- Value
- $46m
- Shares
- 445,806
-10%
- Ishares TRIWR
- Share
- 3.9%
- Value
- $42m
- Shares
- 381,311
+3%
- Ishares TRMUB
- Share
- 2.8%
- Value
- $30m
- Shares
- 281,933
+8%
- Ishares TRIWF
- Share
- 2.8%
- Value
- $30m
- Shares
- 241,524
Held
- J P Morgan Exchange Traded FJPIE
- Share
- 2.7%
- Value
- $29m
- Shares
- 637,747
+44%
- Ishares TRSOXX
- Share
- 2.3%
- Value
- $25m
- Shares
- 38,947
-16%
- First TR Exch Traded FD IIIFPEI
- Share
- 2.2%
- Value
- $24m
- Shares
- 1,261,093
+4%
- Vanguard Index FDSVUG
- Share
- 2.2%
- Value
- $24m
- Shares
- 278,734
Held
- Ishares TRQUAL
- Share
- 2.0%
- Value
- $22m
- Shares
- 100,803
Held
- Ishares TRSUB
- Share
- 1.9%
- Value
- $21m
- Shares
- 199,011
Held
- Schwab Strategic TRSCHD
- Share
- 1.8%
- Value
- $20m
- Shares
- 632,796
Held
- Vanguard Index FDSVTV
- Share
- 1.8%
- Value
- $20m
- Shares
- 90,983
-2%
- Ishares TRNYF
- Share
- 1.8%
- Value
- $20m
- Shares
- 366,334
+4%
- Ishares TRIYJ
- Share
- 1.7%
- Value
- $19m
- Shares
- 113,634
+3%
- First TR Exchange-Traded FDGRID
- Share
- 1.7%
- Value
- $18m
- Shares
- 94,818
Held
- First TR Exchange-Traded FDCIBR
- Share
- 1.6%
- Value
- $18m
- Shares
- 197,558
-5%
- Spdr Series TrustSPSM
- Share
- 1.6%
- Value
- $18m
- Shares
- 305,454
Held
- Vanguard Scottsdale FDSVCSH
- Share
- 1.4%
- Value
- $15m
- Shares
- 188,507
+92%
- J P Morgan Exchange Traded FJEPI
- Share
- 1.4%
- Value
- $15m
- Shares
- 262,507
+8%
- American Centy ETF TRAVUV
- Share
- 1.3%
- Value
- $14m
- Shares
- 110,273
+5%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.1%
- Value
- $12m
- Shares
- 16,685
Held
- Vanguard MUN BD FDSVTEB
- Share
- 1.1%
- Value
- $12m
- Shares
- 235,085
-5%
- Ishares TRIWP
- Share
- 1.0%
- Value
- $11m
- Shares
- 77,597
Held
- J P Morgan Exchange Traded FJTEK
- Share
- 1.0%
- Value
- $11m
- Shares
- 99,779
+34%
- Ishares TRIVV
- Share
- 1.0%
- Value
- $11m
- Shares
- 14,840
+4%
- Ishares TRIWS
- Share
- 0.8%
- Value
- $9m
- Shares
- 55,797
Held
- Select Sector Spdr TRXLP
- Share
- 0.8%
- Value
- $9m
- Shares
- 109,029
+4%
- IsharesIEMG
- Share
- 0.8%
- Value
- $8m
- Shares
- 98,715
+34%
- Spdr Series TrustFLRN
- Share
- 0.7%
- Value
- $8m
- Shares
- 254,331
Held
- First TR Exchng Traded FD VIXJUN
- Share
- 0.7%
- Value
- $7m
- Shares
- 165,940
+10%
- Vanguard Scottsdale FDSVONG
- Share
- 0.7%
- Value
- $7m
- Shares
- 56,595
Held
- Vanguard Index FDSVO
- Share
- 0.5%
- Value
- $6m
- Shares
- 73,508
Held
- J P Morgan Exchange Traded FJSCP
- Share
- 0.5%
- Value
- $6m
- Shares
- 119,228
+17%
- Ishares TRSUSC
- Share
- 0.5%
- Value
- $5m
- Shares
- 235,522
+8%
- J P Morgan Exchange Traded FBBUS
- Share
- 0.5%
- Value
- $5m
- Shares
- 39,600
+6%
- Vanguard Index FDSVOO
- Share
- 0.5%
- Value
- $5m
- Shares
- 7,694
Held
- Ishares TRESGD
- Share
- 0.4%
- Value
- $4m
- Shares
- 42,628
Held
- J P Morgan Exchange Traded FJIRE
- Share
- 0.4%
- Value
- $4m
- Shares
- 50,326
+10%
- Ishares TRIWM
- Share
- 0.4%
- Value
- $4m
- Shares
- 13,498
Held
- J P Morgan Exchange Traded FJCPB
- Share
- 0.3%
- Value
- $4m
- Shares
- 80,818
+59%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.3%
- Value
- $4m
- Shares
- 52,716
Held
- Nushares ETF TRNULV
- Share
- 0.3%
- Value
- $3m
- Shares
- 68,930
-4%
- American Centy ETF TRAVLV
- Share
- 0.3%
- Value
- $3m
- Shares
- 35,758
+9%
- Vanguard Index FDSVB
- Share
- 0.3%
- Value
- $3m
- Shares
- 10,056
Held
- Ishares TRIWO
- Share
- 0.3%
- Value
- $3m
- Shares
- 7,700
Held
- Vanguard Index FDSVTI
- Share
- 0.3%
- Value
- $3m
- Shares
- 7,443
+28%
- Nushares ETF TRNULG
- Share
- 0.2%
- Value
- $3m
- Shares
- 22,505
-6%
- Invesco QQQ TRQQQ
- Share
- 0.2%
- Value
- $3m
- Shares
- 3,567
+17%
- J P Morgan Exchange Traded FJGRO
- Share
- 0.2%
- Value
- $3m
- Shares
- 25,735
Held
- Select Sector Spdr TRXLK
- Share
- 0.2%
- Value
- $2m
- Shares
- 12,472
-6%
- Vanguard Intl Equity Index FVWO
- Share
- 0.2%
- Value
- $2m
- Shares
- 37,524
Held
- Ishares TRAGG
- Share
- 0.2%
- Value
- $2m
- Shares
- 22,260
Held
- Ishares TRIWN
- Share
- 0.2%
- Value
- $2m
- Shares
- 9,783
Held
- Ishares TRIUSB
- Share
- 0.2%
- Value
- $2m
- Shares
- 45,923
+24%
- J P Morgan Exchange Traded FJMUB
- Share
- 0.2%
- Value
- $2m
- Shares
- 41,252
+23%
- IsharesESGE
- Share
- 0.2%
- Value
- $2m
- Shares
- 37,375
-4%
- Ishares TRIWB
- Share
- 0.2%
- Value
- $2m
- Shares
- 4,763
Held
- Ishares TRIGM
- Share
- 0.2%
- Value
- $2m
- Shares
- 11,624
Held
- Vanguard Scottsdale FDSVONV
- Share
- 0.2%
- Value
- $2m
- Shares
- 17,452
-2%
- Spdr Series TrustSPYM
- Share
- 0.2%
- Value
- $2m
- Shares
- 20,352
Held
- First TR Exchng Traded FD VIBUFR
- Share
- 0.2%
- Value
- $2m
- Shares
- 47,050
Held
- Spdr Index SHS FDSSPDW
- Share
- 0.1%
- Value
- $2m
- Shares
- 32,096
Held
- Vanguard Index FDSVOE
- Share
- 0.1%
- Value
- $2m
- Shares
- 7,925
Held
- First TR Exchange-Traded FDACYN
- Share
- 0.1%
- Value
- $2m
- Shares
- 73,495
New
- Vanguard Index FDSVOT
- Share
- 0.1%
- Value
- $2m
- Shares
- 4,960
-4%
- Spdr Series TrustSPMD
- Share
- 0.1%
- Value
- $1m
- Shares
- 22,068
+13%
- Spdr Series TrustSPYV
- Share
- 0.1%
- Value
- $1m
- Shares
- 24,267
Held
- Blackrock ETF Trust IIBINC
- Share
- 0.1%
- Value
- $1m
- Shares
- 27,279
-11%
- Vanguard World FDVGT
- Share
- 0.1%
- Value
- $1m
- Shares
- 11,371
Held
- Ishares TRIWY
- Share
- 0.1%
- Value
- $1m
- Shares
- 4,670
-8%
- Nushares ETF TRNUSC
- Share
- 0.1%
- Value
- $1m
- Shares
- 25,833
Held
- Ishares TRSUSB
- Share
- 0.1%
- Value
- $1m
- Shares
- 53,355
+12%
- Vanguard Index FDSVBK
- Share
- 0.1%
- Value
- $1m
- Shares
- 3,612
-5%
- Vanguard Index FDSVBR
- Share
- 0.1%
- Value
- $1m
- Shares
- 4,988
Held
- Ishares TRSUSA
- Share
- 0.1%
- Value
- $1m
- Shares
- 7,792
-3%
- Spdr Series TrustSPYG
- Share
- 0.1%
- Value
- $1m
- Shares
- 10,074
-3%
- First TR Exchng Traded FD VIMARM
- Share
- 0.1%
- Value
- $1m
- Shares
- 34,201
-9%
- Spdr Index SHS FDSSPEM
- Share
- 0.1%
- Value
- $1m
- Shares
- 21,874
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Scottsdale FDSVCIT | 10.4% | $113m | 1,372,355 | Held |
| Ishares TRIEFA | 9.1% | $99m | 1,026,913 | +2% |
| Ishares TRIWD | 4.6% | $50m | 207,147 | -7% |
| IsharesEMXC | 4.2% | $46m | 445,806 | -10% |
| Ishares TRIWR | 3.9% | $42m | 381,311 | +3% |
| Ishares TRMUB | 2.8% | $30m | 281,933 | +8% |
| Ishares TRIWF | 2.8% | $30m | 241,524 | Held |
| J P Morgan Exchange Traded FJPIE | 2.7% | $29m | 637,747 | +44% |
| Ishares TRSOXX | 2.3% | $25m | 38,947 | -16% |
| First TR Exch Traded FD IIIFPEI | 2.2% | $24m | 1,261,093 | +4% |
| Vanguard Index FDSVUG | 2.2% | $24m | 278,734 | Held |
| Ishares TRQUAL | 2.0% | $22m | 100,803 | Held |
| Ishares TRSUB | 1.9% | $21m | 199,011 | Held |
| Schwab Strategic TRSCHD | 1.8% | $20m | 632,796 | Held |
| Vanguard Index FDSVTV | 1.8% | $20m | 90,983 | -2% |
| Ishares TRNYF | 1.8% | $20m | 366,334 | +4% |
| Ishares TRIYJ | 1.7% | $19m | 113,634 | +3% |
| First TR Exchange-Traded FDGRID | 1.7% | $18m | 94,818 | Held |
| First TR Exchange-Traded FDCIBR | 1.6% | $18m | 197,558 | -5% |
| Spdr Series TrustSPSM | 1.6% | $18m | 305,454 | Held |
| Vanguard Scottsdale FDSVCSH | 1.4% | $15m | 188,507 | +92% |
| J P Morgan Exchange Traded FJEPI | 1.4% | $15m | 262,507 | +8% |
| American Centy ETF TRAVUV | 1.3% | $14m | 110,273 | +5% |
| MicrosoftMSFT | 1.2% | $13m | 34,028 | Held |
| AppleAAPL | 1.2% | $13m | 43,351 | +9% |
| State STR Spdr S&P 500 ETF TSPY | 1.1% | $12m | 16,685 | Held |
| Vanguard MUN BD FDSVTEB | 1.1% | $12m | 235,085 | -5% |
| Ishares TRIWP | 1.0% | $11m | 77,597 | Held |
| J P Morgan Exchange Traded FJTEK | 1.0% | $11m | 99,779 | +34% |
| Ishares TRIVV | 1.0% | $11m | 14,840 | +4% |
| Ishares TRIWS | 0.8% | $9m | 55,797 | Held |
| Select Sector Spdr TRXLP | 0.8% | $9m | 109,029 | +4% |
| IsharesIEMG | 0.8% | $8m | 98,715 | +34% |
| Spdr Series TrustFLRN | 0.7% | $8m | 254,331 | Held |
| First TR Exchng Traded FD VIXJUN | 0.7% | $7m | 165,940 | +10% |
| Vanguard Scottsdale FDSVONG | 0.7% | $7m | 56,595 | Held |
| NvidiaNVDA | 0.6% | $7m | 33,910 | -2% |
| AlphabetGOOGL | 0.6% | $6m | 18,111 | +13% |
| Vanguard Index FDSVO | 0.5% | $6m | 73,508 | Held |
| J P Morgan Exchange Traded FJSCP | 0.5% | $6m | 119,228 | +17% |
| Ishares TRSUSC | 0.5% | $5m | 235,522 | +8% |
| J P Morgan Exchange Traded FBBUS | 0.5% | $5m | 39,600 | +6% |
| Vanguard Index FDSVOO | 0.5% | $5m | 7,694 | Held |
| Amazon.comAMZN | 0.4% | $4m | 18,840 | Held |
| Ishares TRESGD | 0.4% | $4m | 42,628 | Held |
| J P Morgan Exchange Traded FJIRE | 0.4% | $4m | 50,326 | +10% |
| Ishares TRIWM | 0.4% | $4m | 13,498 | Held |
| J P Morgan Exchange Traded FJCPB | 0.3% | $4m | 80,818 | +59% |
| Vanguard Tax-Managed FDSVEA | 0.3% | $4m | 52,716 | Held |
| Nushares ETF TRNULV | 0.3% | $3m | 68,930 | -4% |
| AlphabetGOOG | 0.3% | $3m | 9,492 | +41% |
| American Centy ETF TRAVLV | 0.3% | $3m | 35,758 | +9% |
| BroadcomAVGO | 0.3% | $3m | 8,533 | Held |
| Vanguard Index FDSVB | 0.3% | $3m | 10,056 | Held |
| Ishares TRIWO | 0.3% | $3m | 7,700 | Held |
| JPMorgan ChaseJPM | 0.3% | $3m | 8,830 | Held |
| Berkshire HathawayBRK-B | 0.3% | $3m | 5,598 | +5% |
| Vanguard Index FDSVTI | 0.3% | $3m | 7,443 | +28% |
| Nushares ETF TRNULG | 0.2% | $3m | 22,505 | -6% |
| Invesco QQQ TRQQQ | 0.2% | $3m | 3,567 | +17% |
| J P Morgan Exchange Traded FJGRO | 0.2% | $3m | 25,735 | Held |
| Lam ResearchLRCX | 0.2% | $2m | 5,593 | Held |
| Select Sector Spdr TRXLK | 0.2% | $2m | 12,472 | -6% |
| Costco WholesaleCOST | 0.2% | $2m | 2,414 | +20% |
| Vanguard Intl Equity Index FVWO | 0.2% | $2m | 37,524 | Held |
| Ishares TRAGG | 0.2% | $2m | 22,260 | Held |
| Ishares TRIWN | 0.2% | $2m | 9,783 | Held |
| Ishares TRIUSB | 0.2% | $2m | 45,923 | +24% |
| J P Morgan Exchange Traded FJMUB | 0.2% | $2m | 41,252 | +23% |
| IsharesESGE | 0.2% | $2m | 37,375 | -4% |
| American ExpressAXP | 0.2% | $2m | 5,791 | Held |
| Ishares TRIWB | 0.2% | $2m | 4,763 | Held |
| Ishares TRIGM | 0.2% | $2m | 11,624 | Held |
| Vanguard Scottsdale FDSVONV | 0.2% | $2m | 17,452 | -2% |
| Spdr Series TrustSPYM | 0.2% | $2m | 20,352 | Held |
| First TR Exchng Traded FD VIBUFR | 0.2% | $2m | 47,050 | Held |
| VisaV | 0.2% | $2m | 4,913 | +17% |
| Spdr Index SHS FDSSPDW | 0.1% | $2m | 32,096 | Held |
| Vanguard Index FDSVOE | 0.1% | $2m | 7,925 | Held |
| First TR Exchange-Traded FDACYN | 0.1% | $2m | 73,495 | New |
| Vanguard Index FDSVOT | 0.1% | $2m | 4,960 | -4% |
| Johnson & JohnsonJNJ | 0.1% | $2m | 5,944 | -2% |
| Spdr Series TrustSPMD | 0.1% | $1m | 22,068 | +13% |
| Spdr Series TrustSPYV | 0.1% | $1m | 24,267 | Held |
| Blackrock ETF Trust IIBINC | 0.1% | $1m | 27,279 | -11% |
| MastercardMA | 0.1% | $1m | 2,705 | -4% |
| Vanguard World FDVGT | 0.1% | $1m | 11,371 | Held |
| Ishares TRIWY | 0.1% | $1m | 4,670 | -8% |
| AbbVieABBV | 0.1% | $1m | 5,386 | Held |
| Meta PlatformsMETA | 0.1% | $1m | 2,404 | +3% |
| Nushares ETF TRNUSC | 0.1% | $1m | 25,833 | Held |
| Ishares TRSUSB | 0.1% | $1m | 53,355 | +12% |
| Vanguard Index FDSVBK | 0.1% | $1m | 3,612 | -5% |
| Vanguard Index FDSVBR | 0.1% | $1m | 4,988 | Held |
| Ishares TRSUSA | 0.1% | $1m | 7,792 | -3% |
| Spdr Series TrustSPYG | 0.1% | $1m | 10,074 | -3% |
| Morgan StanleyMS | 0.1% | $1m | 5,664 | +85% |
| First TR Exchng Traded FD VIMARM | 0.1% | $1m | 34,201 | -9% |
| Spdr Index SHS FDSSPEM | 0.1% | $1m | 21,874 | Held |
| Eli LillyLLY | 0.1% | $1m | 921 | +3% |
Showing the largest 100 of 239.
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 28.2% since 30 September 2025.
Where the money is
Technology4.0%
Financial services1.3%
Media & telecom1.2%
Health care0.7%
Retail & consumer0.6%
Everyday goods0.5%
Industrials0.4%
Materials0.1%
Energy0.1%
Utilities0.1%
Other91.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.