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
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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