Legacy Edge Advisors, LLC
Net buyer this quarter
$1.09B
95
+$140K
10.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 EMXC | $45.6M | 4.19% | Not reported | -10.3% | Q4 2023 |
 MSFT | $12.7M | 1.17% | 0.00% | -0.1% | Q4 2023 |
 AAPL | $12.5M | 1.15% | 0.00% | +8.6% | Q4 2023 |
 SPY | $12.5M | 1.14% | Not reported | +1.7% | Q4 2023 |
| IWS | $9.18M | 0.84% | Not reported | -1.1% | Q4 2023 |
 NVDA | $6.78M | 0.62% | 0.00% | -2.3% | Q4 2023 |
 GOOGL | $6.47M | 0.59% | 0.00% | +12.6% | Q4 2023 |
 AMZN | $4.49M | 0.41% | 0.00% | -0.7% | Q4 2023 |
| GOOG | $3.35M | 0.31% | Not reported | +41.0% | Q4 2023 |
 AVGO | $3.22M | 0.30% | 0.00% | -1.7% | Q4 2023 |
 JPM | $2.89M | 0.27% | 0.00% | -0.7% | Q4 2023 |
 BRK.B | $2.8M | 0.26% | Not reported | +5.3% | Q4 2023 |
 QQQ | $2.63M | 0.24% | Not reported | +17.4% | Q4 2023 |
 LRCX | $2.42M | 0.22% | 0.00% | -1.8% | Q4 2023 |
 COST | $2.26M | 0.21% | 0.00% | +20.3% | Q4 2023 |
 AXP | $1.96M | 0.18% | 0.00% | -1.1% | Q4 2023 |
 V | $1.69M | 0.15% | 0.00% | +16.5% | Q4 2023 |
 VOT | $1.52M | 0.14% | Not reported | -4.2% | Q4 2023 |
 JNJ | $1.51M | 0.14% | 0.00% | -2.1% | Q4 2023 |
| SPMD | $1.49M | 0.14% | Not reported | +12.6% | Q3 2025 |
 MA | $1.39M | 0.13% | 0.00% | -4.2% | Q4 2023 |
 ABBV | $1.36M | 0.12% | 0.00% | -0.1% | Q4 2023 |
 META | $1.35M | 0.12% | Not reported | +2.7% | Q4 2023 |
| SUSA | $1.2M | 0.11% | Not reported | -2.7% | Q4 2023 |
 MS | $1.18M | 0.11% | 0.00% | +84.9% | Q4 2023 |
 LLY | $1.1M | 0.10% | 0.00% | +3.0% | Q4 2023 |
 HD | $1.08M | 0.10% | 0.00% | -0.9% | Q4 2023 |
 CAT | $930K | 0.09% | 0.00% | -3.1% | Q1 2024 |
 NFLX | $872K | 0.08% | 0.00% | +9.8% | Q4 2023 |
 QCOM | $854K | 0.08% | 0.00% | -0.4% | Q4 2023 |
 INTC | $830K | 0.08% | 0.00% | -14.2% | Q4 2023 |
 TXN | $825K | 0.08% | 0.00% | -0.1% | Q1 2024 |
 TMO | $741K | 0.07% | 0.00% | -0.9% | Q4 2023 |
 CSCO | $734K | 0.07% | 0.00% | -3.3% | Q4 2023 |
 KO | $713K | 0.07% | 0.00% | +1.7% | Q4 2023 |
 PH | $585K | 0.05% | 0.00% | Not reported | Q4 2023 |
 RIO | $552K | 0.05% | 0.00% | Not reported | Q4 2025 |
 GS | $532K | 0.05% | 0.00% | -2.8% | Q2 2024 |
 MRK | $527K | 0.05% | 0.00% | +31.2% | Q4 2023 |
 AMGN | $519K | 0.05% | 0.00% | -2.6% | Q4 2023 |
 PG | $508K | 0.05% | 0.00% | +4.3% | Q4 2023 |
 AMAT | $497K | 0.05% | 0.00% | -6.9% | Q2 2024 |
 WMT | $491K | 0.05% | 0.00% | -4.7% | Q4 2023 |
 PEP | $476K | 0.04% | 0.00% | -0.1% | Q4 2023 |
| VYM | $473K | 0.04% | Not reported | -18.7% | Q4 2023 |
 TSLA | $464K | 0.04% | 0.00% | -4.6% | Q2 2024 |
 ADI | $456K | 0.04% | 0.00% | Not reported | Q4 2023 |
 GE | $445K | 0.04% | 0.00% | Not reported | Q2 2025 |
 MMM | $437K | 0.04% | 0.00% | -3.4% | Q4 2023 |
| IAU | $435K | 0.04% | 0.00% | -1.9% | Q1 2025 |
| Q1 2026 | |||||
| EMXC | $39.1M | 4.11% | Not reported | +5.4% | Q4 2023 |
| MSFT | $12.6M | 1.33% | 0.00% | +1.7% | Q4 2023 |
| SPY | $10.7M | 1.12% | Not reported | -4.9% | Q4 2023 |
| AAPL | $10.1M | 1.07% | 0.00% | -2.4% | Q4 2023 |
| IWS | $8.22M | 0.86% | Not reported | -2.0% | Q4 2023 |
| NVDA | $6.05M | 0.64% | 0.00% | +2.0% | Q4 2023 |
| GOOGL | $4.63M | 0.49% | 0.00% | -1.2% | Q4 2023 |
| AMZN | $3.95M | 0.42% | 0.00% | -0.1% | Q4 2023 |
| AVGO | $2.69M | 0.28% | 0.00% | -1.6% | Q4 2023 |
| JPM | $2.62M | 0.27% | 0.00% | -0.7% | Q4 2023 |
| BRK.B | $2.55M | 0.27% | Not reported | -0.4% | Q4 2023 |
| COST | $2M | 0.21% | 0.00% | -0.4% | Q4 2023 |
| GOOG | $1.93M | 0.20% | Not reported | -1.2% | Q4 2023 |
| AXP | $1.77M | 0.19% | 0.00% | -0.7% | Q4 2023 |
| QQQ | $1.75M | 0.18% | Not reported | +1.4% | Q4 2023 |
| JNJ | $1.48M | 0.16% | 0.00% | -1.0% | Q4 2023 |
| MA | $1.41M | 0.15% | 0.00% | -1.8% | Q4 2023 |
| META | $1.34M | 0.14% | Not reported | -1.3% | Q4 2023 |
| VOT | $1.33M | 0.14% | Not reported | -1.9% | Q4 2023 |
| V | $1.27M | 0.13% | 0.00% | -1.7% | Q4 2023 |
| LRCX | $1.22M | 0.13% | 0.00% | -5.4% | Q4 2023 |
| ABBV | $1.17M | 0.12% | 0.00% | -2.6% | Q4 2023 |
| SPMD | $1.16M | 0.12% | Not reported | +46.7% | Q3 2025 |
| NFLX | $1.07M | 0.11% | 0.00% | +2.1% | Q4 2023 |
| SUSA | $1.06M | 0.11% | Not reported | +11.9% | Q4 2023 |
| HD | $1.02M | 0.11% | 0.00% | -1.7% | Q4 2023 |
| LLY | $822K | 0.09% | 0.00% | Not reported | Q4 2023 |
| TMO | $732K | 0.08% | 0.00% | -5.8% | Q4 2023 |
| KO | $656K | 0.07% | 0.00% | -0.5% | Q4 2023 |
| CAT | $638K | 0.07% | 0.00% | -1.9% | Q1 2024 |
| QCOM | $597K | 0.06% | 0.00% | +6.3% | Q4 2023 |
| WMT | $565K | 0.06% | 0.00% | -4.7% | Q4 2023 |
| PEP | $547K | 0.06% | 0.00% | -0.6% | Q4 2023 |
| VYM | $545K | 0.06% | Not reported | +12.5% | Q4 2023 |
| RIO | $542K | 0.06% | 0.00% | -0.2% | Q4 2025 |
| TXN | $538K | 0.06% | 0.00% | -2.0% | Q1 2024 |
 HON | $536K | 0.06% | 0.00% | -4.6% | Q4 2023 |
| PH | $535K | 0.06% | 0.00% | -0.2% | Q4 2023 |
| IAU | $518K | 0.05% | 0.00% | -18.0% | Q1 2025 |
| AMGN | $518K | 0.05% | 0.00% | -4.2% | Q4 2023 |
| MS | $504K | 0.05% | 0.00% | -6.9% | Q4 2023 |
| CSCO | $501K | 0.05% | 0.00% | -4.6% | Q4 2023 |
| PG | $480K | 0.05% | 0.00% | +3.9% | Q4 2023 |
 CVX | $473K | 0.05% | 0.00% | -0.7% | Q4 2023 |
| GS | $458K | 0.05% | 0.00% | -3.2% | Q2 2024 |
| TSLA | $430K | 0.05% | 0.00% | -0.5% | Q2 2024 |
 ETR | $417K | 0.04% | 0.00% | -0.2% | Q3 2024 |
| MMM | $405K | 0.04% | 0.00% | +58.3% | Q4 2023 |
 SCCO | $399K | 0.04% | 0.00% | +0.5% | Q4 2025 |
 LOW | $396K | 0.04% | 0.00% | -4.6% | Q4 2023 |
| Q4 2025 | |||||
| EMXC | $34.3M | 3.75% | Not reported | +8.9% | Q4 2023 |
| MSFT | $16.2M | 1.77% | 0.00% | +2.4% | Q4 2023 |
| SPY | $11.8M | 1.29% | Not reported | +6.6% | Q4 2023 |
| AAPL | $11.1M | 1.22% | 0.00% | +3.7% | Q4 2023 |
| IWS | $8.12M | 0.89% | Not reported | -0.4% | Q4 2023 |
| NVDA | $6.35M | 0.69% | 0.00% | +0.4% | Q4 2023 |
| GOOGL | $5.1M | 0.56% | 0.00% | +1.1% | Q4 2023 |
| AMZN | $4.39M | 0.48% | 0.00% | -0.4% | Q4 2023 |
| AVGO | $3.06M | 0.33% | 0.00% | +0.2% | Q4 2023 |
| JPM | $2.88M | 0.32% | 0.00% | -1.4% | Q4 2023 |
| BRK.B | $2.68M | 0.29% | Not reported | +6.1% | Q4 2023 |
| AXP | $2.18M | 0.24% | 0.00% | -2.4% | Q4 2023 |
| GOOG | $2.14M | 0.23% | Not reported | -2.0% | Q4 2023 |
| QQQ | $1.84M | 0.20% | Not reported | -0.8% | Q4 2023 |
| COST | $1.74M | 0.19% | 0.00% | +0.3% | Q4 2023 |
| MA | $1.64M | 0.18% | 0.00% | -0.1% | Q4 2023 |
| META | $1.56M | 0.17% | Not reported | +32.9% | Q4 2023 |
| V | $1.5M | 0.16% | 0.00% | +0.8% | Q4 2023 |
| VOT | $1.47M | 0.16% | Not reported | -0.5% | Q4 2023 |
| JNJ | $1.27M | 0.14% | 0.00% | -2.3% | Q4 2023 |
| ABBV | $1.27M | 0.14% | 0.00% | -1.4% | Q4 2023 |
| HD | $1.08M | 0.12% | 0.00% | -1.0% | Q4 2023 |
| LRCX | $1.03M | 0.11% | 0.00% | -3.0% | Q4 2023 |
| NFLX | $1.02M | 0.11% | 0.00% | +15.6% | Q4 2023 |
| SUSA | $997K | 0.11% | Not reported | -1.3% | Q4 2023 |
| LLY | $961K | 0.11% | 0.00% | +0.1% | Q4 2023 |
| TMO | $916K | 0.10% | 0.00% | -3.8% | Q4 2023 |
| SPMD | $774K | 0.08% | Not reported | +31.3% | Q3 2025 |
| QCOM | $746K | 0.08% | 0.00% | -1.7% | Q4 2023 |
| KO | $606K | 0.07% | 0.00% | +0.1% | Q4 2023 |
| MS | $584K | 0.06% | 0.00% | -0.4% | Q4 2023 |
 BX | $582K | 0.06% | 0.00% | -7.4% | Q4 2023 |
| IAU | $582K | 0.06% | 0.00% | -2.7% | Q1 2025 |
| WMT | $531K | 0.06% | 0.00% | -1.5% | Q4 2023 |
| PH | $526K | 0.06% | 0.00% | Not reported | Q4 2023 |
| CAT | $526K | 0.06% | 0.00% | -2.0% | Q1 2024 |
| TSLA | $523K | 0.06% | 0.00% | +21.0% | Q2 2024 |
| CSCO | $522K | 0.06% | 0.00% | -2.5% | Q4 2023 |
| PEP | $509K | 0.06% | 0.00% | -2.7% | Q4 2023 |
| AMGN | $503K | 0.06% | 0.00% | -5.8% | Q4 2023 |
| GS | $491K | 0.05% | 0.00% | -5.3% | Q2 2024 |
| TXN | $490K | 0.05% | 0.00% | -0.9% | Q1 2024 |
 ORCL | $486K | 0.05% | 0.00% | -7.2% | Q4 2023 |
| HON | $485K | 0.05% | 0.00% | -4.9% | Q4 2023 |
| VYM | $469K | 0.05% | Not reported | -11.9% | Q4 2023 |
| RIO | $466K | 0.05% | 0.00% | New | Q4 2025 |
| PG | $459K | 0.05% | 0.00% | +0.7% | Q4 2023 |
 CRM | $434K | 0.05% | 0.00% | -3.6% | Q4 2023 |
| LOW | $423K | 0.05% | 0.00% | +11.8% | Q4 2023 |
 C | $416K | 0.05% | 0.00% | +0.2% | Q2 2024 |
| Q3 2025 | |||||
| EMXC | $29.2M | 3.44% | Not reported | +10.2% | Q4 2023 |
| MSFT | $16.9M | 2.00% | 0.00% | +0.4% | Q4 2023 |
| SPY | $10.8M | 1.27% | Not reported | Not reported | Q4 2023 |
| AAPL | $10M | 1.18% | 0.00% | +4.7% | Q4 2023 |
| IWS | $8.07M | 0.95% | Not reported | -0.8% | Q4 2023 |
| NVDA | $6.32M | 0.74% | 0.00% | +3.5% | Q4 2023 |
| AMZN | $4.19M | 0.49% | 0.00% | +1.5% | Q4 2023 |
| GOOGL | $3.92M | 0.46% | 0.00% | +1.3% | Q4 2023 |
| AVGO | $2.91M | 0.34% | 0.00% | -0.7% | Q4 2023 |
| JPM | $2.86M | 0.34% | 0.00% | +6.3% | Q4 2023 |
| BRK.B | $2.53M | 0.30% | Not reported | +2.7% | Q4 2023 |
| AXP | $2.01M | 0.24% | 0.00% | -4.0% | Q4 2023 |
| COST | $1.86M | 0.22% | 0.00% | +5.9% | Q4 2023 |
| QQQ | $1.81M | 0.21% | Not reported | -1.1% | Q4 2023 |
| GOOG | $1.69M | 0.20% | Not reported | +3.8% | Q4 2023 |
| MA | $1.64M | 0.19% | 0.00% | -0.5% | Q4 2023 |
| VOT | $1.56M | 0.18% | Not reported | +2.3% | Q4 2023 |
| V | $1.45M | 0.17% | 0.00% | +0.5% | Q4 2023 |
| META | $1.31M | 0.15% | Not reported | -1.8% | Q4 2023 |
| ABBV | $1.3M | 0.15% | 0.00% | -1.8% | Q4 2023 |
| HD | $1.29M | 0.15% | 0.00% | +1.1% | Q4 2023 |
| JNJ | $1.16M | 0.14% | 0.00% | -4.5% | Q4 2023 |
| NFLX | $1.13M | 0.13% | 0.00% | +0.2% | Q4 2023 |
| SUSA | $984K | 0.12% | Not reported | +8.5% | Q4 2023 |
| LRCX | $832K | 0.10% | 0.00% | -2.9% | Q4 2023 |
| TMO | $797K | 0.09% | 0.00% | -4.3% | Q4 2023 |
| ORCL | $755K | 0.09% | 0.00% | Not reported | Q4 2023 |
| QCOM | $738K | 0.09% | 0.00% | -1.4% | Q4 2023 |
| BX | $696K | 0.08% | 0.00% | +21.6% | Q4 2023 |
| LLY | $682K | 0.08% | 0.00% | -1.1% | Q4 2023 |
| SPMD | $582K | 0.07% | Not reported | New | Q3 2025 |
| KO | $575K | 0.07% | 0.00% | +1.8% | Q4 2023 |
| HON | $550K | 0.06% | 0.00% | -1.8% | Q4 2023 |
| IAU | $536K | 0.06% | 0.00% | +17.7% | Q1 2025 |
| MS | $525K | 0.06% | 0.00% | -0.8% | Q4 2023 |
| TXN | $524K | 0.06% | 0.00% | Not reported | Q1 2024 |
| VYM | $523K | 0.06% | Not reported | +16.0% | Q4 2023 |
| PEP | $512K | 0.06% | 0.00% | -5.2% | Q4 2023 |
| WMT | $499K | 0.06% | 0.00% | -1.5% | Q4 2023 |
| PG | $488K | 0.06% | 0.00% | -7.9% | Q4 2023 |
| CSCO | $475K | 0.06% | 0.00% | +1.3% | Q4 2023 |
| GS | $470K | 0.06% | 0.00% | +8.9% | Q2 2024 |
| AMGN | $460K | 0.05% | 0.00% | +0.7% | Q4 2023 |
| PH | $454K | 0.05% | 0.00% | Not reported | Q4 2023 |
| CAT | $447K | 0.05% | 0.00% | +17.6% | Q1 2024 |
| TSLA | $427K | 0.05% | 0.00% | +1.9% | Q2 2024 |
 BLK | $427K | 0.05% | 0.00% | Not reported | Q4 2023 |
 UNH | $426K | 0.05% | 0.00% | -10.7% | Q4 2023 |
 ABT | $422K | 0.05% | 0.00% | -3.7% | Q4 2023 |
| CRM | $403K | 0.05% | 0.00% | -0.8% | Q4 2023 |