Legacy Wealth Advisors, LLC
Sector Allocation
- Other58.1%$134.1M
- Technology20.3%$46.8M
- Financials10.0%$23.0M
- Consumer Discretionary3.7%$8.5M
- Healthcare2.2%$5.2M
- Industrials2.1%$4.9M
- Energy1.5%$3.4M
- Consumer Staples1.1%$2.7M
- Communication Services0.4%$925,259
- Materials0.3%$743,269
AUM History
13fpro.ai/research/fund/legacy-wealth-advisors-llc-2111463
Conviction and streaks
Diversifying · top 10 = 59.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$53.1M
- J$15.9M
SPY
$15.4MBRK.A
$14.2MAAPL
$7.3MNVDA
$7.2M- AB$6.9M
- VANGUARD$6.7M
AMZN
$5.1MGOOGL
$5.1MMSFT
$4.9M- SPDR$4.0M
- AB$3.4M
- VANGUARD$3.2M
- VANGUARD$2.7M
- SCHWAB$2.6M
SPCX$2.4MAVGO
$2.3MTSLA
$2.3MMETA
$2.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/legacy-wealth-advisors-llc-2111463
Legacy Wealth Advisors, LLC 13F holdings — Q2 2026
$231.0M portfolio (+17.9% QoQ) · 148 holdings · Q2 2026 13F · top 10 are 59% of the stock portfolio
- 1
ISHARES TR - 0-3 MTH TREASURY
$53.1M
23.0% of stocks
+13%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
$15.9M
6.9% of stocks
-15%This quarter—Since filed—HeldAIQuality—Est. buy— $15.4M
6.7% of stocks
-22%This quarter-1.4%Since filed3+ qtrsHeld$14.2M
6.2% of stocks
No changeThis quarter—Since filed3+ qtrsHeld$7.3M
3.1% of stocks
+11%This quarter+12.4%Since filed3+ qtrsHeld$7.2M
3.1% of stocks
+27%This quarter-4.1%Since filed3+ qtrsHeld- 7
AB ACTIVE ETFS INC - CONSERVATIVE
$6.9M
3.0% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD INDEX FDS - TOTAL STK MKT
$6.7M
2.9% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— $5.1M
2.2% of stocks
+32%This quarter-5.2%Since filed3+ qtrsHeld$5.1M
2.2% of stocks
+37%This quarter-8.5%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - 0-3 MTH TREASURY | $53.1M | 23.0% | +13% | — | — | — | — | |
| 2 | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $15.9M | 6.9% | -15% | — | — | — | — | |
| 3 | $15.4M | 6.7% | -22% | -1.4% | 3+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $14.2M | 6.2% | No change | — | 3+ qtrs | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $7.3M | 3.1% | +11% | +12.4% | 3+ qtrsAdded 2 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $7.2M | 3.1% | +27% | -4.1% | 3+ qtrsAdded 2 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | AB ACTIVE ETFS INC - CONSERVATIVE | $6.9M | 3.0% | -0.1% | — | — | — | — | |
| 8 | VANGUARD INDEX FDS - TOTAL STK MKT | $6.7M | 2.9% | -0.6% | — | — | — | — | |
| 9 | $5.1M | 2.2% | +32% | -5.2% | 3+ qtrsAdded 2 qtrs in a row | 67.5#363 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $5.1M | 2.2% | +37% | -8.5% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — Legacy Wealth Advisors, LLC (Q2 2026)
148 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $4.9M | 2.1% | 13K | +30% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | SPDR SERIES TRUST - ST STR BLO 1 ETFetf/fund | — | $4.0M | 1.8% | 44K | -9% | — | — | 13F |
| 13 | — | AB ACTIVE ETFS INC - TAX AWARE SHRT | — | $3.4M | 1.5% | 133K | +295% | — | — | 13F |
| 14 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX USetf/fund | — | $3.2M | 1.4% | 38K | +23% | — | — | 13F |
| 15 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $2.7M | 1.2% | 38K | — | — | — | 13F |
| 16 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $2.6M | 1.1% | 81K | — | — | — | 13F |
| 17 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $2.4M | 1.0% | 14K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F |
| 18 | Broadcom Inc. | Technology | $2.3M | 1.0% | 6,093 | +17% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Tesla, Inc. | Consumer Discretionary | $2.3M | 1.0% | 5,369 | -3% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Meta Platforms, Inc. | Technology | $2.0M | 0.9% | 3,534 | +3% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Blackstone Secured Lending Fund | Other | $1.9M | 0.8% | 80K | +2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - TRUST ISHARE 0-1etf/fund | — | $1.9M | 0.8% | 17K | +0.9% | — | — | 13F |
| 23 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $1.9M | 0.8% | 2,697 | -22% | — | — | 13F |
| 24 | — | ISHARES TR - CORE DIV GRWTHetf/fund | — | $1.8M | 0.8% | 24K | — | — | — | 13F |
| 25 | MICRON TECHNOLOGY INC | Technology | $1.6M | 0.7% | 1,360 | +45% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $1.5M | 0.6% | 43K | — | |||
| 27 | $GOOG | Alphabet Inc. | Technology | $1.4M | 0.6% | 4,038 | +37% | |||
| 28 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.3M | 0.6% | 2,578 | -10% | |||
| 29 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $1.2M | 0.5% | 22K | +0.7% | |||
| 30 | — | AB ACTIVE ETFS INC - EMER MKTS OP ETF | — | $1.1M | 0.5% | 22K | +81% | |||
| 31 | $V | VISA INC. | Financials | $1.1M | 0.5% | 3,169 | +16% | |||
| 32 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.1M | 0.5% | 1,828 | New | |||
| 33 | $JPM | JPMORGAN CHASE & CO | Financials | $1.0M | 0.5% | 3,195 | +13% | |||
| 34 | $LLY | ELI LILLY & Co | Healthcare | $1.0M | 0.4% | 844 | +21% | |||
| 35 | — | AB ACTIVE ETFS INC - ULTRA SHORT INCM | — | $991K | 0.4% | 20K | -75% | |||
| 36 | — | SIMPLIFY EXCHANGE TRADED FUN - MBS ETF | — | $941K | 0.4% | 19K | +0.0% | |||
| 37 | — | J P MORGAN EXCHANGE TRADED F - BETABULDRS JAPAN | — | $895K | 0.4% | 12K | — | |||
| 38 | $ASML | ASML HOLDING NV | Technology | $859K | 0.4% | 432 | +17% | |||
| 39 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $857K | 0.4% | 2,061 | +28% | |||
| 40 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $852K | 0.4% | 1,178 | +25% | |||
| 41 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $820K | 0.3% | 5,996 | +37% | |||
| 42 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $818K | 0.3% | 15K | — | |||
| 43 | $KBDC | Kayne Anderson BDC, Inc. | Other | $799K | 0.3% | 59K | — | |||
| 44 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $758K | 0.3% | 1,030 | +24% | |||
| 45 | $INTC | INTEL CORP | Technology | $752K | 0.3% | 5,388 | New | |||
| 46 | $KLAC | KLA CORP | Technology | $737K | 0.3% | 2,443 | +926% | |||
| 47 | — | VANGUARD WORLD FD - INF TECH ETF | — | $723K | 0.3% | 6,048 | +700% | |||
| 48 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $723K | 0.3% | 1,513 | +2% | |||
| 49 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $714K | 0.3% | 13K | +44% | |||
| 50 | $SOC | Sable Offshore Corp. | Energy | $617K | 0.3% | 200K | +100% | |||
| 51 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $612K | 0.3% | 3,871 | -13% | |||
| 52 | $WMT | Walmart Inc. | Consumer Staples | $609K | 0.3% | 5,381 | +38% | |||
| 53 | $CSCO | CISCO SYSTEMS, INC. | Technology | $603K | 0.3% | 5,133 | +72% | |||
| 54 | $MA | Mastercard Inc | Financials | $602K | 0.3% | 1,173 | +178% | |||
| 55 | $JNJ | JOHNSON & JOHNSON | Healthcare | $594K | 0.3% | 2,339 | +44% | |||
| 56 | $GEV | GE Vernova Inc. | Industrials | $593K | 0.3% | 505 | +11% | |||
| 57 | $GE | GENERAL ELECTRIC CO | Industrials | $571K | 0.3% | 1,529 | +3% | |||
| 58 | $PANW | Palo Alto Networks Inc | Technology | $552K | 0.2% | 1,619 | New | |||
| 59 | $CAT | CATERPILLAR INC | Industrials | $497K | 0.2% | 467 | +15% | |||
| 60 | $MRK | Merck & Co., Inc. | Healthcare | $494K | 0.2% | 3,848 | +58% | |||
| 61 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $489K | 0.2% | 2,238 | +56% | |||
| 62 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $487K | 0.2% | 521 | +29% | |||
| 63 | $DIS | Walt Disney Co | Communication Services | $475K | 0.2% | 4,930 | New | |||
| 64 | $LRCX | LAM RESEARCH CORP | Technology | $463K | 0.2% | 1,068 | -3% | |||
| 65 | $ABBV | AbbVie Inc. | Healthcare | $458K | 0.2% | 1,819 | +22% | |||
| 66 | $KO | COCA COLA CO | Consumer Staples | $457K | 0.2% | 5,621 | +40% | |||
| 67 | — | J P MORGAN EXCHANGE TRADED F - BETA CDA ETF NEW | — | $447K | 0.2% | 4,499 | — | |||
| 68 | — | AB ACTIVE ETFS INC - DISRUPTORS ETF | — | $443K | 0.2% | 2,988 | New | |||
| 69 | $RTX | RTX Corp | Industrials | $434K | 0.2% | 2,286 | +28% | |||
| 70 | $IBKR | Interactive Brokers Group, Inc. | Financials | $418K | 0.2% | 4,803 | +1% | |||
| 71 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $406K | 0.2% | 7,840 | — | |||
| 72 | $LIN | LINDE PLC | Materials | $405K | 0.2% | 780 | +53% | |||
| 73 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $403K | 0.2% | 1,142 | +21% | |||
| 74 | — | VANGUARD WORLD FD - COMM SRVC ETF | — | $387K | 0.2% | 2,106 | -29% | |||
| 75 | $PLTR | Palantir Technologies Inc. | Technology | $371K | 0.2% | 3,180 | +38% | |||
| 76 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $370K | 0.2% | 4,474 | +3% | |||
| 77 | $PM | Philip Morris International Inc. | Consumer Staples | $360K | 0.2% | 1,988 | +28% | |||
| 78 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $354K | 0.1% | 464 | New | |||
| 79 | $MRVL | Marvell Technology, Inc. | Technology | $351K | 0.1% | 1,178 | New | |||
| 80 | $APH | AMPHENOL CORP /DE/ | Technology | $350K | 0.1% | 1,983 | New | |||
| 81 | — | ARK ETF TR - INNOVATION ETF | — | $343K | 0.1% | 4,250 | — | |||
| 82 | $TXN | TEXAS INSTRUMENTS INC | Technology | $341K | 0.1% | 1,145 | New | |||
| 83 | $PLD | Prologis, Inc. | Real Estate | $340K | 0.1% | 2,509 | -6% | |||
| 84 | $HWM | Howmet Aerospace Inc. | Materials | $338K | 0.1% | 1,259 | +40% | |||
| 85 | $TER | TERADYNE, INC | Technology | $336K | 0.1% | 695 | New | |||
| 86 | $MS | MORGAN STANLEY | Financials | $336K | 0.1% | 1,606 | +18% | |||
| 87 | $CVX | CHEVRON CORP | Energy | $333K | 0.1% | 2,008 | +0.5% | |||
| 88 | $STX | Seagate Technology Holdings plc | Technology | $329K | 0.1% | 341 | New | |||
| 89 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $325K | 0.1% | 4,520 | +6% | |||
| 90 | $NDSN | NORDSON CORP | Industrials | $323K | 0.1% | 1,070 | +19% | |||
| 91 | $ETN | Eaton Corp plc | Industrials | $323K | 0.1% | 757 | New | |||
| 92 | $NVS | NOVARTIS AG | Healthcare | $320K | 0.1% | 2,043 | +15% | |||
| 93 | $EOG | EOG RESOURCES INC | Energy | $319K | 0.1% | 2,457 | +69% | |||
| 94 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $318K | 0.1% | 2,169 | +31% | |||
| 95 | $ORCL | ORACLE CORP | Technology | $314K | 0.1% | 2,143 | -69% | |||
| 96 | — | J P MORGAN EXCHANGE TRADED F - BETA DEVE EX ETF | — | $314K | 0.1% | 5,240 | — | |||
| 97 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $311K | 0.1% | 467 | New | |||
| 98 | $SNDK | Sandisk Corp | Technology | $307K | 0.1% | 135 | New | |||
| 99 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $307K | 0.1% | 817 | New | |||
| 100 | $ULS | UL Solutions Inc. | Technology | $305K | 0.1% | 2,995 | New | |||
| 101 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $303K | 0.1% | 1,999 | -36% | |||
| 102 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $302K | 0.1% | 1,075 | +1% | |||
| 103 | $ET | Energy Transfer LP | Energy | $295K | 0.1% | 15K | +9% | |||
| 104 | $DE | DEERE & CO | Industrials | $292K | 0.1% | 460 | New | |||
| 105 | $C | CITIGROUP INC | Financials | $289K | 0.1% | 2,063 | New | |||
| 106 | $SCHW | SCHWAB CHARLES CORP | Financials | $288K | 0.1% | 3,117 | +32% | |||
| 107 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $285K | 0.1% | 568 | -44% | |||
| 108 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $283K | 0.1% | 1,411 | New | |||
| 109 | $WRB | BERKLEY W R CORP | Financials | $273K | 0.1% | 3,866 | +22% | |||
| 110 | $SHEL | Shell plc | Energy | $272K | 0.1% | 3,506 | -3% | |||
| 111 | — | ISHARES TR - CORE MSCI EURO | — | $271K | 0.1% | 3,599 | — | |||
| 112 | $MET | METLIFE INC | Financials | $268K | 0.1% | 3,168 | New | |||
| 113 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $267K | 0.1% | 525 | +13% | |||
| 114 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $262K | 0.1% | 2,870 | New | |||
| 115 | $MPLX | MPLX LP | Energy | $261K | 0.1% | 4,627 | -5% | |||
| 116 | $ZWS | Zurn Elkay Water Solutions Corp | Industrials | $255K | 0.1% | 5,045 | +10% | |||
| 117 | $DELL | Dell Technologies Inc. | Technology | $252K | 0.1% | 585 | New | |||
| 118 | $ANET | Arista Networks, Inc. | Technology | $251K | 0.1% | 1,478 | New | |||
| 119 | $SYF | Synchrony Financial | Financials | $250K | 0.1% | 3,288 | +6% | |||
| 120 | $EBAY | EBAY INC | Consumer Discretionary | $248K | 0.1% | 2,220 | -15% | |||
| 121 | $TDG | TransDigm Group INC | Industrials | $248K | 0.1% | 186 | New | |||
| 122 | $URI | UNITED RENTALS, INC. | Industrials | $246K | 0.1% | 217 | New | |||
| 123 | $SPGI | S&P Global Inc. | Financials | $242K | 0.1% | 595 | +10% | |||
| 124 | $AMGN | AMGEN INC | Healthcare | $240K | 0.1% | 664 | +11% | |||
| 125 | $AXP | AMERICAN EXPRESS CO | Financials | $240K | 0.1% | 709 | New | |||
| 126 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $239K | 0.1% | 481 | New | |||
| 127 | $HSBC | HSBC HOLDINGS PLC | Financials | $239K | 0.1% | 2,512 | New | |||
| 128 | $ABT | ABBOTT LABORATORIES | Healthcare | $234K | 0.1% | 2,584 | +31% | |||
| 129 | $MSI | Motorola Solutions, Inc. | Technology | $234K | 0.1% | 564 | New | |||
| 130 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $232K | 0.1% | 5,484 | New | |||
| 131 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $232K | 0.1% | 6,312 | — | |||
| 132 | $RBC | RBC Bearings INC | Industrials | $231K | 0.1% | 358 | New | |||
| 133 | $CARR | CARRIER GLOBAL Corp | Industrials | $228K | 0.1% | 3,113 | New | |||
| 134 | $CSX | CSX CORP | Industrials | $226K | 0.1% | 4,746 | New | |||
| 135 | $GM | General Motors Co | Consumer Discretionary | $223K | 0.1% | 2,898 | New | |||
| 136 | $SYK | STRYKER CORP | Healthcare | $222K | 0.1% | 706 | New | |||
| 137 | $SUN | Sunoco LP | Energy | $222K | 0.1% | 3,284 | — | |||
| 138 | $AZN | ASTRAZENECA PLC | Healthcare | $219K | 0.1% | 1,172 | -22% | |||
| 139 | $TMUS | T-Mobile US, Inc. | Communication Services | $219K | 0.1% | 1,303 | New | |||
| 140 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $218K | 0.1% | 1,594 | New | |||
| 141 | $NET | Cloudflare, Inc. | Technology | $216K | 0.1% | 879 | New | |||
| 142 | $ZBRA | ZEBRA TECHNOLOGIES CORP | Industrials | $214K | 0.1% | 811 | New | |||
| 143 | $BA | BOEING CO | Industrials | $211K | 0.1% | 975 | New | |||
| 144 | $NEE | NEXTERA ENERGY INC | Utilities | $207K | 0.1% | 2,356 | New | |||
| 145 | $QCOM | QUALCOMM INC/DE | Technology | $203K | 0.1% | 1,099 | New | |||
| 146 | $WDC | WESTERN DIGITAL CORP | Technology | $201K | 0.1% | 315 | New | |||
| 147 | $HLN | Haleon plc | Consumer Staples | $102K | 0.0% | 11K | New | |||
| 148 | $LYG | Lloyds Banking Group plc | Financials | $79K | 0.0% | 14K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 46 new, 67 added to, 20 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (46)
- $SPCXSPACE EXPLORATION TECHNOLOGIES CORP$2.4M
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$1.1M
first bought this quarter
$INTCINTEL CORP$752K
first bought this quarter
$PANWPalo Alto Networks Inc$552K
first bought this quarter
$DISWalt Disney Co$475K
first bought this quarter
- AB ACTIVE ETFS INC - DISRUPTORS ETF$443K
first bought this quarter
+40 more in the Excel export
Added to (67)
- ISHARES TR - 0-3 MTH TREASURY+13%
now $53.1M
- AB ACTIVE ETFS INC - TAX AWARE SHRT+295%
now $3.4M
now $7.2M · held 3+ qtrs, 2 adds in a row
now $5.1M · held 3+ qtrs, 2 adds in a row
now $5.1M · held 3+ qtrs, 2 adds in a row
now $4.9M · held 3+ qtrs, 2 adds in a row
+61 more in the Excel export
Trimmed (20)
now $15.4M · held 3+ qtrs
- AB ACTIVE ETFS INC - ULTRA SHORT INCM-75%
now $991K
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF-15%
now $15.9M
$ORCLORACLE CORP-69%
now $314K · held 3+ qtrs, 2 trims in a row
- VANGUARD INDEX FDS - S&P 500 ETF SHS-22%
now $1.9M
- SPDR SERIES TRUST - ST STR BLO 1 ETF-9%
now $4.0M
+14 more in the Excel export
Holdings by quarter
Every 13F Legacy Wealth Advisors, LLC has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow Legacy Wealth Advisors?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Legacy Wealth Advisors's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.3%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter
Top 10 weight
59%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Legacy Wealth Advisors, LLC disclosed 148 positions worth $231.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 46 new positions and exited 7 — including a new stake in $SPCX and a full exit from $NFLX. The portfolio is most concentrated in Other (58.1% of disclosed assets). All figures are sourced directly from Legacy Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 2111463.
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