Legacy Edge Advisors, LLC ETF holdings
Syosset, NY
Reported $990.7M in 156 ETFs in its Form 13F for June 30, 2026.
ETF value
$990.7M
ETFs held
156
Change from prior quarter
+14.0%
With price moves
ETFs as a share of its 13F
91.0%
of $1.1B
Top 10 of 156 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $113.4M | 1,372,355 | +11,567 shares |
| IEFA | iShares Core MSCI EAFE ETF | $99.2M | 1,026,913 | +20,189 shares |
| IWD | iShares Russell 1000 Value ETF | $50.2M | 207,147 | −14,616 shares |
| EMXC | iShares MSCI Emerging Markets ex China ETF | $45.6M | 445,806 | −51,274 shares |
| IWR | iShares Russell Mid-Cap ETF | $42.1M | 381,311 | +12,064 shares |
| MUB | iShares National Muni Bond ETF | $30.3M | 281,933 | +20,667 shares |
| IWF | iShares Russell 1000 Growth ETF | $30.0M | 241,524 | +181,567 shares |
| JPIE | JPMorgan Income ETF | $29.4M | 637,747 | +193,352 shares |
| SOXX | iShares Semiconductor ETF | $25.0M | 38,947 | −7,467 shares |
| FPEI | First Trust Institutional Preferred Securities and Income ETF | $24.3M | 1,261,093 | +46,778 shares |
146 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002105396. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Legacy Edge Advisors, LLC own?
Legacy Edge Advisors, LLC reported 156 ETF positions worth $990.7M in its Form 13F for June 30, 2026. The largest was VCIT, at $113.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.