AI Portfolio Summary
In 2026 Q1, Legacy Edge Advisors, LLC maintained a portfolio of 234 distinct positions. The most significant new addition to the portfolio was J P MORGAN EXCHANGE , which now represents 0.62% of the total fund value. They heavily accumulated shares in VANGUARD SCOTTSDALE , increasing their position by 9.6%. The fund also reduced its exposure to SPDR SERIES TRUST by 32.8%.
Total Positions
234
Quarter
2026 Q1
Top Holding
VCIT (11.8%)
Top 10 Concentration
46.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 234
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 11.84% | 11.39% |
#1
Prev: #1
|
8.0 | 118,905 | 9.6% |
P
S
|
1,360,788 | $112,605,246 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IEFA
ISHARES TR
|
ETF | 9.58% | 9.47% |
#2
Prev: #2
|
5.8 | 39,832 | 4.1% |
P
S
|
1,006,724 | $91,138,724 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IWD
ISHARES TR
|
ETF | 4.98% | 5.24% |
#3
Prev: #3
|
3.5 | -5,877 | -2.6% |
P
S
|
221,763 | $47,384,100 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EMXC
ISHARES INC
|
ETF | 4.11% | 3.75% |
#4
Prev: #4
|
4.1 | 25,477 | 5.4% |
P
S
|
497,080 | $39,100,313 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IWR
ISHARES TR
|
ETF | 3.77% | 3.49% |
#5
Prev: #5
|
4.0 | 38,250 | 11.6% |
P
S
|
369,247 | $35,901,886 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MUB
ISHARES TR
|
ETF | 2.92% | 2.78% |
#6
1
Prev: #7
|
3.2 | 23,749 | 10.0% |
P
S
|
261,266 | $27,733,386 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IWF
ISHARES TR
|
ETF | 2.69% | 3.16% |
#7
1
Prev: #6
|
1.6 | -1,102 | -1.8% |
P
S
|
59,957 | $25,565,665 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
FPEI
FIRST TR EXCH T...
|
Preferred | 2.43% | 2.38% |
#8
2
Prev: #10
|
3.0 | 91,086 | 8.1% |
P
S
|
1,214,315 | $23,071,984 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SUB
ISHARES TR
|
ETF | 2.19% | 2.20% |
#9
3
Prev: #12
|
1.4 | 7,309 | 3.9% |
P
S
|
195,954 | $20,869,101 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JPIE
J P MORGAN EXCH...
|
ETF | 2.15% | 1.18% |
#10
15
Prev: #25
|
3.9 | 210,771 | 90.2% |
P
S
|
444,395 | $20,473,278 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 2.15% | 2.50% |
#11
3
Prev: #8
|
1.4 | 135 | 0.3% |
P
S
|
46,857 | $20,466,824 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
QUAL
ISHARES TR
|
ETF | 2.03% | 2.48% |
#12
3
Prev: #9
|
1.3 | -13,043 | -11.5% |
P
S
|
100,847 | $19,343,473 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 2.02% | 2.11% |
#13
Prev: #13
|
1.3 | -73,809 | -10.5% |
P
S
|
627,512 | $19,252,071 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NYF
ISHARES TR
|
ETF | 1.96% | 1.72% |
#14
2
Prev: #16
|
2.8 | 56,800 | 19.3% |
P
S
|
350,771 | $18,632,956 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.92% | 2.09% |
#15
1
Prev: #14
|
1.3 | -6,602 | -6.6% |
P
S
|
93,130 | $18,272,148 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IYJ
ISHARES TR
|
ETF | 1.71% | 1.69% |
#16
1
Prev: #17
|
2.7 | 6,270 | 6.0% |
P
S
|
110,306 | $16,274,547 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GRID
FIRST TR EXCHAN...
|
ETF | 1.65% | 1.58% |
#17
3
Prev: #20
|
1.2 | 1,497 | 1.6% |
P
S
|
95,789 | $15,669,223 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SOXX
ISHARES TR
|
ETF | 1.60% | 1.68% |
#18
Prev: #18
|
1.1 | -4,446 | -8.7% |
P
S
|
46,414 | $15,254,478 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 1.54% | 2.31% |
#19
8
Prev: #11
|
0.6 | -147,872 | -32.8% |
P
S
|
303,000 | $14,640,960 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 1.45% | 1.62% |
#20
1
Prev: #19
|
1.1 | -15,684 | -6.1% |
P
S
|
243,427 | $13,797,425 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CIBR
FIRST TR EXCHAN...
|
ETF | 1.36% | 1.43% |
#21
Prev: #21
|
2.5 | 24,031 | 13.1% |
P
S
|
207,037 | $12,977,052 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.33% | 1.77% |
#22
7
Prev: #15
|
1.0 | 576 | 1.7% |
P
S
|
34,064 | $12,609,565 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 1.29% | 1.37% |
#23
1
Prev: #22
|
1.0 | -2,012 | -0.8% |
P
S
|
246,692 | $12,307,464 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 1.22% | 0.04% |
#24
128
Prev: #152
|
3.5 | 101,073 | 2577.7% |
P
S
|
104,994 | $11,598,687 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.12% | 1.29% |
#25
2
Prev: #23
|
0.9 | -853 | -4.9% |
P
S
|
16,399 | $10,665,102 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AAPL
APPLE INC
|
Technology | 1.07% | 1.22% |
#26
2
Prev: #24
|
0.9 | -964 | -2.4% |
P
S
|
39,923 | $10,132,108 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IWP
ISHARES TR
|
ETF | 1.05% | 1.17% |
#27
1
Prev: #26
|
0.9 | 12 | 0.0% |
P
S
|
78,200 | $10,018,993 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IVV
ISHARES TR
|
ETF | 0.98% | 1.13% |
#28
1
Prev: #27
|
0.9 | -793 | -5.3% |
P
S
|
14,299 | $9,340,314 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLP
SELECT SECTOR S...
|
Unknown | 0.90% | 0.23% |
#29
27
Prev: #56
|
3.4 | 77,149 | 281.1% |
P
S
|
104,596 | $8,574,780 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IWS
ISHARES TR
|
ETF | 0.86% | 0.89% |
#30
1
Prev: #29
|
0.8 | -1,159 | -2.0% |
P
S
|
56,398 | $8,219,445 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
FLRN
SPDR SERIES TRU...
|
ETF | 0.83% | 0.83% |
#31
1
Prev: #30
|
0.8 | 9,926 | 4.0% |
P
S
|
255,404 | $7,861,333 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.82% | 0.03% |
#32
161
Prev: #193
|
3.3 | 94,870 | 2861.8% |
P
S
|
98,185 | $7,783,165 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XJUN
FIRST TR EXCHNG...
|
Unknown | 0.68% | 0.77% |
#33
2
Prev: #31
|
0.8 | -12,639 | -7.7% |
P
S
|
151,441 | $6,506,269 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VONG
VANGUARD SCOTTS...
|
ETF | 0.66% | 0.76% |
#34
2
Prev: #32
|
0.8 | 212 | 0.4% |
P
S
|
57,507 | $6,307,943 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.64% | 0.69% |
#35
2
Prev: #33
|
0.8 | 687 | 2.0% |
P
S
|
34,714 | $6,054,078 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JTEK
J P MORGAN EXCH...
|
Unknown | 0.62% | — |
#36
Prev: #—
|
3.7 | 74,484 | no change |
NEW
|
74,484 | $5,924,457 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.56% | 0.59% |
#37
3
Prev: #34
|
0.7 | -47 | -0.3% |
P
S
|
18,405 | $5,285,548 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IEMG
ISHARES INC
|
ETF | 0.54% | 0.51% |
#38
1
Prev: #37
|
2.2 | 4,709 | 6.8% |
P
S
|
73,567 | $5,131,298 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SUSC
ISHARES TR
|
ETF | 0.53% | 0.44% |
#39
2
Prev: #41
|
2.7 | 47,246 | 27.5% |
P
S
|
218,857 | $5,063,848 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JSCP
J P MORGAN EXCH...
|
ETF | 0.51% | 0.46% |
#40
Prev: #40
|
2.2 | 13,043 | 14.7% |
P
S
|
102,068 | $4,827,816 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.49% | 0.55% |
#41
5
Prev: #36
|
0.7 | -189 | -2.4% |
P
S
|
7,771 | $4,643,265 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.49% | 0.56% |
#42
7
Prev: #35
|
0.7 | -196 | -1.2% |
P
S
|
16,092 | $4,627,416 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BBUS
J P MORGAN EXCH...
|
ETF | 0.46% | 0.35% |
#43
2
Prev: #45
|
2.7 | 11,384 | 44.1% |
P
S
|
37,204 | $4,359,565 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ESGD
ISHARES TR
|
ETF | 0.42% | 0.40% |
#44
1
Prev: #43
|
2.2 | 3,902 | 10.2% |
P
S
|
42,213 | $4,036,407 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.42% | 0.48% |
#45
6
Prev: #39
|
0.7 | -26 | -0.1% |
P
S
|
18,975 | $3,951,923 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JIRE
J P MORGAN EXCH...
|
Bond/Debt | 0.37% | 0.32% |
#46
2
Prev: #48
|
2.1 | 7,063 | 18.2% |
P
S
|
45,908 | $3,477,072 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.36% | 0.41% |
#47
5
Prev: #42
|
0.6 | -7,468 | -12.4% |
P
S
|
52,846 | $3,386,372 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IWM
ISHARES TR
|
ETF | 0.35% | 0.36% |
#48
4
Prev: #44
|
0.6 | -93 | -0.7% |
P
S
|
13,238 | $3,283,024 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NULV
NUSHARES ETF TR
|
ETF | 0.34% | 0.34% |
#49
3
Prev: #46
|
0.6 | 3,350 | 4.9% |
P
S
|
71,441 | $3,250,566 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.28% | 0.33% |
#50
3
Prev: #47
|
0.6 | -145 | -1.6% |
P
S
|
8,684 | $2,687,785 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-50 of 234 holdings