13F HOLDINGS REPORT

Legacy Edge Advisors, LLC

Quarter ended Q4 2025 · Filed February 2, 2026 · Accession 0002105396-26-000001

Total Value

$913.5M

Positions

217

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (217)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD SCOTTSDALE FDS	92206C870	1,241,883	$104.0M	11.39%
2	ISHARES TR	46432F842	966,892	$86.5M	9.47%
3	ISHARES TR	464287598	227,640	$47.9M	5.24%
4	ISHARES INC	46434G764	471,603	$34.3M	3.75%
5	ISHARES TR	464287499	330,997	$31.9M	3.49%
6	ISHARES TR	464287614	61,059	$28.9M	3.16%
7	ISHARES TR	464288414	237,517	$25.4M	2.78%
8	VANGUARD INDEX FDS	922908736	46,722	$22.8M	2.50%
9	ISHARES TR	46432F339	113,890	$22.6M	2.48%
10	FIRST TR EXCH TRADED FD III	33739P855	1,123,229	$21.8M	2.38%
11	SPDR SERIES TRUST	78468R853	450,872	$21.1M	2.31%
12	ISHARES TR	464288158	188,645	$20.1M	2.20%
13	SCHWAB STRATEGIC TR	808524797	701,321	$19.2M	2.11%
14	VANGUARD INDEX FDS	922908744	99,732	$19.0M	2.09%
15	MICROSOFT CORP	MSFT	33,488	$16.2M	1.77%
16	ISHARES TR	464288323	293,971	$15.7M	1.72%
17	ISHARES TR	464287754	104,036	$15.4M	1.69%
18	ISHARES TR	464287523	50,860	$15.3M	1.68%
19	J P MORGAN EXCHANGE TRADED F	46641Q332	259,111	$14.8M	1.62%
20	FIRST TR EXCHANGE TRADED FD	33737A108	94,292	$14.4M	1.58%
21	FIRST TR EXCHANGE TRADED FD	33734X846	183,006	$13.1M	1.43%
22	VANGUARD MUN BD FDS	922907746	248,704	$12.5M	1.37%
23	SPDR S&P 500 ETF TR	SPY	17,252	$11.8M	1.29%
24	APPLE INC	AAPL	40,887	$11.1M	1.22%
25	J P MORGAN EXCHANGE TRADED F	46641Q159	233,624	$10.8M	1.18%
26	ISHARES TR	464287481	78,188	$10.7M	1.17%
27	ISHARES TR	464287200	15,092	$10.3M	1.13%
28	ISHARES TR	464287515	91,190	$9.6M	1.06%
29	ISHARES TR	464287473	57,557	$8.1M	0.89%
30	SPDR SERIES TRUST	78468R200	245,478	$7.5M	0.83%
31	FIRST TR EXCHNG TRADED FD VI	33740U844	164,080	$7.0M	0.77%
32	VANGUARD SCOTTSDALE FDS	92206C680	57,295	$7.0M	0.76%
33	NVIDIA CORPORATION	NVDA	34,027	$6.3M	0.69%
34	VANGUARD INDEX FDS	922908629	18,452	$5.4M	0.59%
35	ALPHABET INC	GOOG	16,288	$5.1M	0.56%
36	VANGUARD INDEX FDS	922908363	7,960	$5.0M	0.55%
37	ISHARES INC	46434G103	68,858	$4.6M	0.51%
38	ISHARES TR	464287226	45,891	$4.6M	0.50%
39	AMAZON COM INC	AMZN	19,001	$4.4M	0.48%
40	J P MORGAN EXCHANGE TRADED F	46641Q274	89,025	$4.2M	0.46%
41	ISHARES TR	46435G193	171,611	$4.0M	0.44%
42	VANGUARD TAX-MANAGED FDS	921943858	60,314	$3.8M	0.41%
43	ISHARES TR	46435G516	38,311	$3.6M	0.40%
44	ISHARES TR	464287655	13,331	$3.3M	0.36%
45	J P MORGAN EXCHANGE TRADED F	46641Q399	25,820	$3.2M	0.35%
46	NUSHARES ETF TR	NU	68,091	$3.1M	0.34%
47	BROADCOM INC	AVGO	8,829	$3.1M	0.33%
48	J P MORGAN EXCHANGE TRADED F	46641Q134	38,845	$2.9M	0.32%
49	JPMORGAN CHASE & CO.	VYLD	8,951	$2.9M	0.32%
50	BERKSHIRE HATHAWAY INC DEL	BRK-A	5,338	$2.7M	0.29%
51	VANGUARD INDEX FDS	922908751	9,769	$2.5M	0.28%
52	ISHARES TR	464287648	7,788	$2.5M	0.28%
53	AMERICAN EXPRESS CO	AXP	5,897	$2.2M	0.24%
54	NUSHARES ETF TR	NU	22,005	$2.2M	0.24%
55	ALPHABET INC	GOOG	6,816	$2.1M	0.23%
56	SELECT SECTOR SPDR TR	81369Y308	27,447	$2.1M	0.23%
57	AMERICAN CENTY ETF TR	025072349	27,654	$2.1M	0.23%
58	VANGUARD INTL EQUITY INDEX F	922042858	37,885	$2.0M	0.22%
59	VANGUARD INDEX FDS	922908769	6,002	$2.0M	0.22%
60	J P MORGAN EXCHANGE TRADED F	46654Q609	21,334	$2.0M	0.22%
61	ISHARES TR	464287622	5,092	$1.9M	0.21%
62	VANGUARD INDEX FDS	922908512	10,564	$1.9M	0.21%
63	INVESCO QQQ TR	IVZ	2,995	$1.8M	0.20%
64	ISHARES TR	464287630	9,891	$1.8M	0.20%
65	COSTCO WHSL CORP NEW	22160K105	2,015	$1.7M	0.19%
66	J P MORGAN EXCHANGE TRADED F	46641Q647	33,759	$1.7M	0.19%
67	ISHARES TR	464288588	17,716	$1.7M	0.18%
68	VANGUARD SCOTTSDALE FDS	92206C714	17,841	$1.6M	0.18%
69	MASTERCARD INCORPORATED	MA	2,875	$1.6M	0.18%
70	META PLATFORMS INC	META	2,370	$1.6M	0.17%
71	ISHARES TR	464287549	11,924	$1.5M	0.17%
72	ISHARES INC	46434G863	34,860	$1.5M	0.17%
73	BLACKROCK ETF TRUST II	BLK	29,001	$1.5M	0.17%
74	SELECT SECTOR SPDR TR	81369Y803	10,530	$1.5M	0.17%
75	VISA INC	V	4,288	$1.5M	0.16%
76	VANGUARD INDEX FDS	922908611	7,016	$1.5M	0.16%
77	VANGUARD INDEX FDS	922908538	5,276	$1.5M	0.16%
78	FIRST TR EXCHNG TRADED FD VI	33740F755	42,857	$1.5M	0.16%
79	ISHARES TR	46434V613	31,496	$1.5M	0.16%
80	ISHARES TR	464289438	5,250	$1.5M	0.16%
81	SPDR INDEX SHS FDS	78463X889	32,613	$1.4M	0.16%
82	SPDR SERIES TRUST	78464A854	17,774	$1.4M	0.16%
83	FIRST TR EXCHNG TRADED FD VI	33740U612	39,531	$1.3M	0.14%
84	JOHNSON & JOHNSON	JNJ	6,132	$1.3M	0.14%
85	ABBVIE INC	ABBV	5,538	$1.3M	0.14%
86	SPDR SERIES TRUST	78464A508	21,390	$1.2M	0.13%
87	VANGUARD INDEX FDS	922908595	3,855	$1.2M	0.13%
88	SCHWAB STRATEGIC TR	808524300	35,287	$1.2M	0.13%
89	SPDR SERIES TRUST	78464A409	10,244	$1.1M	0.12%
90	HOME DEPOT INC	HD	3,147	$1.1M	0.12%
91	LAM RESEARCH CORP	LRCX	6,025	$1.0M	0.11%
92	VANGUARD WORLD FD	92204A702	1,356	$1.0M	0.11%
93	NETFLIX INC	NFLX	10,899	$1.0M	0.11%
94	SSGA ACTIVE ETF TR	78467V608	24,431	$1.0M	0.11%
95	SPDR INDEX SHS FDS	78463X509	21,322	$998,083	0.11%
96	ISHARES TR	464288802	7,156	$997,153	0.11%
97	ISHARES TR	46435G243	39,142	$987,944	0.11%
98	ISHARES TR	46436E718	9,585	$962,142	0.11%
99	ELI LILLY & CO	LLY	894	$960,797	0.11%
100	NUSHARES ETF TR	NU	20,531	$916,709	0.10%
101	THERMO FISHER SCIENTIFIC INC	TMO	1,581	$916,110	0.10%
102	VANGUARD INDEX FDS	922908637	2,781	$875,459	0.10%
103	BLACKROCK ETF TRUST	BLK	13,156	$800,016	0.09%
104	ISHARES TR	464287556	4,705	$794,018	0.09%
105	ISHARES TR	464287408	3,729	$790,809	0.09%
106	VANGUARD SCOTTSDALE FDS	92206C102	13,241	$777,644	0.09%
107	SPDR SERIES TRUST	78464A847	13,367	$774,083	0.08%
108	ISHARES TR	464287309	6,219	$766,554	0.08%
109	QUALCOMM INC	QCOM	4,362	$746,120	0.08%
110	FIRST TR EXCHANGE-TRADED FD	33739Q200	13,971	$698,410	0.08%
111	BLACKROCK ETF TRUST	BLK	27,057	$671,148	0.07%
112	BLACKROCK ETF TRUST	BLK	25,401	$650,511	0.07%
113	FIRST TR EXCHANGE-TRADED FD	33733B100	5,902	$641,199	0.07%
114	COCA COLA CO	KO	8,673	$606,321	0.07%
115	VANGUARD SCOTTSDALE FDS	92206C573	7,781	$604,117	0.07%
116	MORGAN STANLEY	MS-PQ	3,290	$584,074	0.06%
117	BLACKSTONE INC	BX	3,776	$582,033	0.06%
118	ISHARES GOLD TR	IAU	7,169	$581,908	0.06%
119	ISHARES TR	46435G425	3,797	$565,677	0.06%
120	WALMART INC	WMT	4,770	$531,445	0.06%
121	PARKER-HANNIFIN CORP	PH	599	$526,497	0.06%
122	CATERPILLAR INC	CAT	918	$525,895	0.06%
123	TESLA INC	TSLA	1,162	$522,575	0.06%
124	CISCO SYS INC	CSCO	6,774	$521,801	0.06%
125	VANGUARD SPECIALIZED FUNDS	921908844	2,319	$509,670	0.06%
126	PEPSICO INC	PEP	3,543	$508,540	0.06%
127	FLEXSHARES TR	FLEX	6,288	$508,133	0.06%
128	ISHARES TR	464288877	7,074	$505,154	0.06%
129	AMGEN INC	AMGN	1,536	$502,748	0.06%
130	GOLDMAN SACHS GROUP INC	GSCE	559	$491,361	0.05%
131	TEXAS INSTRS INC	882508104	2,825	$490,145	0.05%
132	ISHARES TR	464288653	4,810	$489,033	0.05%
133	ORACLE CORP	ORCL-PD	2,491	$485,525	0.05%
134	HONEYWELL INTL INC	438516106	2,484	$484,604	0.05%
135	GOLDMAN SACHS ETF TR	NVGLF	8,901	$483,834	0.05%
136	ISHARES TR	464287101	1,404	$481,530	0.05%
137	VANGUARD WHITEHALL FDS	921946406	3,271	$469,491	0.05%
138	RIO TINTO PLC	RTNTF	5,826	$466,255	0.05%
139	PROCTER AND GAMBLE CO	742718109	3,200	$458,592	0.05%
140	VANGUARD ADMIRAL FDS INC	921932505	1,019	$452,932	0.05%
141	BLACKROCK ETF TRUST II	BLK	19,860	$441,289	0.05%
142	SALESFORCE INC	CRM	1,640	$434,452	0.05%
143	VANGUARD INDEX FDS	922908652	2,072	$433,297	0.05%
144	SELECT SECTOR SPDR TR	81369Y605	7,797	$427,042	0.05%
145	LOWES COS INC	548661107	1,754	$422,995	0.05%
146	SELECT SECTOR SPDR TR	81369Y704	2,719	$421,771	0.05%
147	INVESCO EXCHANGE TRADED FD T	IVZ	5,927	$417,317	0.05%
148	CITIGROUP INC	C-PR	3,565	$416,000	0.05%
149	SPDR SERIES TRUST	78468R739	8,656	$415,401	0.05%
150	ISHARES TR	464287242	3,745	$412,662	0.05%
151	UNITEDHEALTH GROUP INC	UNH	1,214	$400,754	0.04%
152	AMERICAN CENTY ETF TR	025072877	3,921	$399,864	0.04%
153	BLACKROCK INC	BLK	366	$391,744	0.04%
154	ABBOTT LABS	ABLZF	3,094	$387,647	0.04%
155	SPDR GOLD TR	GLD	972	$385,213	0.04%
156	ISHARES TR	464288273	4,966	$385,014	0.04%
157	ISHARES TR	464287507	5,827	$384,582	0.04%
158	ISHARES TR	464288885	3,365	$383,302	0.04%
159	SPDR DOW JONES INDL AVERAGE	78467X109	791	$380,154	0.04%
160	ISHARES TR	464287804	3,163	$380,129	0.04%
161	BANK AMERICA CORP	060505104	6,831	$375,725	0.04%
162	MCKESSON CORP	MCK	449	$368,310	0.04%
163	ISHARES TR	464287465	3,728	$358,000	0.04%
164	CHEVRON CORP NEW	CVX	2,301	$350,695	0.04%
165	FIRST TR EXCHANGE-TRADED FD	33733E500	7,796	$347,642	0.04%
166	GLOBAL X FDS	37954Y673	7,215	$344,805	0.04%
167	ENTERGY CORP NEW	ENO	3,718	$343,655	0.04%
168	DISNEY WALT CO	254687106	2,986	$339,702	0.04%
169	RTX CORPORATION	RTX	1,850	$339,290	0.04%
170	ISHARES TR	464288224	20,608	$338,589	0.04%
171	SCHWAB STRATEGIC TR	808524839	14,153	$330,756	0.04%
172	ISHARES TR	46434V621	4,751	$329,814	0.04%
173	SOUTHERN COPPER CORP	SCCO	2,290	$328,546	0.04%
174	SERVICENOW INC	NOW	2,140	$327,827	0.04%
175	ISHARES TR	464287671	1,883	$316,231	0.03%
176	PIMCO ETF TR	72201R775	3,378	$314,424	0.03%
177	PFIZER INC	PFE	12,602	$313,790	0.03%
178	VANGUARD WORLD FD	92204A504	1,085	$312,317	0.03%
179	INTERNATIONAL BUSINESS MACHS	INTR	1,054	$312,205	0.03%
180	ANALOG DEVICES INC	ADI	1,147	$311,066	0.03%
181	SCHWAB STRATEGIC TR	808524508	10,018	$301,241	0.03%
182	CSX CORP	CSX	8,115	$294,169	0.03%
183	INTEL CORP	INTC	7,845	$289,481	0.03%
184	BOSTON SCIENTIFIC CORP	BSX	3,012	$287,194	0.03%
185	SPDR SERIES TRUST	78464A201	3,031	$285,490	0.03%
186	3M CO	MMM	1,763	$282,256	0.03%
187	ISHARES SILVER TR	SLV	4,372	$281,644	0.03%
188	TRAVELERS COMPANIES INC	TRV	969	$281,068	0.03%
189	EXXON MOBIL CORP	XOM	2,329	$280,321	0.03%
190	MERCK & CO INC	MRK	2,612	$274,966	0.03%
191	ISHARES TR	46436E544	6,376	$271,490	0.03%
192	GE AEROSPACE	369604301	864	$266,176	0.03%
193	VANGUARD SCOTTSDALE FDS	92206C409	3,315	$264,344	0.03%
194	ISHARES TR	464289420	2,848	$261,617	0.03%
195	MONDELEZ INTL INC	609207105	4,793	$257,990	0.03%
196	ISHARES INC	46434G822	3,157	$254,896	0.03%
197	BOOKING HOLDINGS INC	BKNG	47	$251,701	0.03%
198	PIMCO ETF TR	72201R866	4,774	$250,205	0.03%
199	BLACKROCK ETF TRUST	BLK	6,430	$247,941	0.03%
200	ZOETIS INC	ZTS	1,959	$246,481	0.03%
201	ISHARES TR	464287150	1,616	$240,283	0.03%
202	NORTHROP GRUMMAN CORP	NOC	413	$235,497	0.03%
203	SOUTHERN CO	SOMN	2,679	$233,609	0.03%
204	DUKE ENERGY CORP NEW	DUKB	1,987	$232,896	0.03%
205	VERIZON COMMUNICATIONS INC	VZ	5,654	$230,298	0.03%
206	ISHARES TR	46434V738	3,222	$228,698	0.03%
207	BLACKROCK ETF TRUST	BLK	6,863	$228,538	0.03%
208	ISHARES TR	46432F396	912	$228,283	0.02%
209	APPLIED MATLS INC	038222105	860	$221,011	0.02%
210	COLGATE PALMOLIVE CO	CL	2,636	$208,297	0.02%
211	REDDIT INC	RDDT	904	$207,802	0.02%
212	SELECT SECTOR SPDR TR	81369Y209	1,323	$204,800	0.02%
213	DIMENSIONAL ETF TRUST	25434V773	6,186	$203,767	0.02%
214	FLAGSTAR BANK NATIONAL ASSOC	FLG-PU	16,166	$203,530	0.02%
215	FIDELITY COVINGTON TRUST	316092808	904	$203,102	0.02%
216	PHILIP MORRIS INTL INC	718172109	1,266	$203,066	0.02%
217	VALE S A	VALE	13,500	$175,905	0.02%