Legacy Edge Advisors, LLC
198 holdingsFiling period: 2026-06-30Current AUM: $751.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Scottsdale Fds | 1.04M | $86.5M | $83.1M | 11.05% | -317,155 | 2026-06-30 |
| 2 | IEFA | iShares TR | 843.7K | $70.4M | $70.0M | 9.31% | -162,987 | 2026-06-30 |
| 3 | IWD | iShares TR | 201.4K | $39.1M | $41.7M | 5.55% | -20,373 | 2026-06-30 |
| 4 | IWR | iShares TR | 275.3K | $25.3M | $25.3M | 3.36% | -93,900 | 2026-06-30 |
| 5 | EMXC | iShares Inc | 392.7K | $24.8M | $22.1M | 2.94% | -104,403 | 2026-06-30 |
| 6 | IWF | iShares TR | 57.9K | $24.6M | $23.9M | 3.18% | -2,101 | 2026-06-30 |
| 7 | MUB | iShares TR | 216.0K | $22.6M | $21.8M | 2.90% | -45,276 | 2026-06-30 |
| 8 | VUG | Vanguard Index Fds | 50.3K | $22.0M | $22.4M | 2.98% | +3.4K | 2026-06-30 |
| 9 | SUB | iShares TR | 187.4K | $19.9M | $19.8M | 2.64% | -8,549 | 2026-06-30 |
| 10 | QUAL | iShares TR | 106.7K | $19.5M | $19.9M | 2.64% | +5.9K | 2026-06-30 |
| 11 | VTV | Vanguard Index Fds | 105.7K | $18.7M | $19.4M | 2.58% | +12.6K | 2026-06-30 |
| 12 | FPEI | First TR Exch Traded FD III | 941.3K | $17.9M | $17.0M | 2.26% | -272,973 | 2026-06-30 |
| 13 | SCHD | Schwab Strategic TR | 656.3K | $17.4M | $19.4M | 2.58% | +28.8K | 2026-06-30 |
| 14 | SPSM | Spdr Series Trust | 391.9K | $16.7M | $15.6M | 2.08% | +88.9K | 2026-06-30 |
| 15 | MSFT | Microsoft Corp | 32.6K | $16.2M | $23.1M | 3.08% | -1,497 | 2026-06-30 |
| 16 | IYJ | iShares TR | 91.8K | $13.1M | $12.3M | 1.63% | -18,474 | 2026-06-30 |
| 17 | NYF | iShares TR | 235.0K | $12.3M | $11.8M | 1.57% | -115,755 | 2026-06-30 |
| 18 | JEPI | J P Morgan Exchange Traded F | 214.5K | $12.2M | $12.3M | 1.64% | -28,971 | 2026-06-30 |
| 19 | CIBR | First TR Exchange Traded FD | 159.2K | $12.0M | $14.5M | 1.93% | -47,882 | 2026-06-30 |
| 20 | SOXX | iShares TR | 47.5K | $11.3M | $8.7M | 1.16% | +1.1K | 2026-06-30 |
| 21 | GRID | First TR Exchange Traded FD | 81.1K | $11.3M | $9.6M | 1.28% | -14,704 | 2026-06-30 |
| 22 | IGV | iShares TR | 100.6K | $11.0M | $13.5M | 1.80% | +92.1K | 2026-06-30 |
| 23 | IWP | iShares TR | 76.5K | $10.6M | $9.7M | 1.30% | -1,703 | 2026-06-30 |
| 24 | SPY | Spdr S&P 500 ETF TR | 16.2K | $10.0M | $10.2M | 1.36% | -216 | 2026-06-30 |
| 25 | IVV | iShares TR | 15.7K | $9.8M | $10.0M | 1.33% | +1.4K | 2026-06-30 |
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