Legacy Wealth Advisors, LLC
13F Reported Value
ⓘ$196.0M
Holdings
109
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Legacy Wealth Advisors, LLC disclosed 109 positions worth $196.0M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 32 new positions and exited 9 and a full exit from $FRO. The portfolio is most concentrated in Other (66.1% of disclosed assets). All figures are sourced directly from Legacy Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 2111463.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$47.0M467,180 shJ P MORGAN EXCHANGE TRADED F
—Quality
$18.6M367,719 sh- —
Quality
$17.3M26,549 sh - 64.5
Quality
$13.6M19 sh AB ACTIVE ETFS INC
—Quality
$6.6M162,596 shVANGUARD INDEX FDS
—Quality
$5.8M18,144 sh- 76.1
Quality
$5.7M22,483 sh - 90.2
Quality
$4.9M28,199 sh SPDR SERIES TRUST
—Quality
$4.4M48,129 shAB ACTIVE ETFS INC
—Quality
$3.9M77,283 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $47.0M | 467,180 |
| J P MORGAN EXCHANGE TRADED F | — | $18.6M | 367,719 |
 SPDR S&P 500 ETF TRUST$SPY | — | $17.3M | 26,549 |
 BERKSHIRE HATHAWAY INC$BRK.A | 64.5 | $13.6M | 19 |
| AB ACTIVE ETFS INC | — | $6.6M | 162,596 |
| VANGUARD INDEX FDS | — | $5.8M | 18,144 |
 Apple Inc.$AAPL | 76.1 | $5.7M | 22,483 |
 NVIDIA CORP$NVDA | 90.2 | $4.9M | 28,199 |
| SPDR SERIES TRUST | — | $4.4M | 48,129 |
| AB ACTIVE ETFS INC | — | $3.9M | 77,283 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Legacy Wealth Advisors, LLC's 109 positions.
Showing top 10 of 109 holdings.
Sector Allocation
Other
$129.5M
Technology
$27.0M
Financials
$19.4M
Consumer Discretionary
$5.4M
Industrials
$4.6M
Energy
$4.4M
Healthcare
$3.5M
Consumer Staples
$1.1M
Full Holdings — Legacy Wealth Advisors, LLC (Q1 2026)
All 109 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $47.0M | 24.0% | +131% | — |
| 2 | — | J P MORGAN EXCHANGE TRADED F | $18.6M | 9.5% | -14% | — |
| 3 | $SPY | SPDR S&P 500 ETF TRUST | $17.3M | 8.8% | +72% | — |
| 4 | $BRK.A | BERKSHIRE HATHAWAY INC | $13.6M | 7.0% | +0% | 64.5 |
| 5 | — | AB ACTIVE ETFS INC | $6.6M | 3.4% | -0% | — |
| 6 | — | VANGUARD INDEX FDS | $5.8M | 3.0% | +3% | — |
| 7 | $AAPL | Apple Inc. | $5.7M | 2.9% | +25% | 76.1 |
| 8 | $NVDA | NVIDIA CORP | $4.9M | 2.5% | +37% | 90.2 |
| 9 | — | SPDR SERIES TRUST | $4.4M | 2.3% | +2% | — |
| 10 | — | AB ACTIVE ETFS INC | $3.9M | 2.0% | +1% | — |
| 11 |  $MSFT | MICROSOFT CORP | $3.8M | 1.9% | +29% | 83.7 |
| 12 |  $AMZN | AMAZON COM INC | $3.4M | 1.7% | +3% | 74.6 |
| 13 |  $GOOG | Alphabet Inc. | $3.0M | 1.5% | +22% | 80.2 |
| 14 | — | SCHWAB STRATEGIC TR | $2.5M | 1.3% | NEW | — |
| 15 | — | VANGUARD TAX-MANAGED FDS | $2.4M | 1.2% | +103% | — |
| 16 | — | VANGUARD INTL EQUITY INDEX F | $2.3M | 1.2% | +321% | — |
| 17 | — | VANGUARD INDEX FDS | $2.1M | 1.1% | -27% | — |
| 18 |  $TSLA | Tesla, Inc. | $2.1M | 1.1% | +248% | 50.1 |
| 19 |  $META | Meta Platforms, Inc. | $2.0M | 1.0% | +38% | 80.9 |
| 20 | — | ISHARES TR | $1.9M | 0.9% | -1% | — |
| 21 |  $BXSL | Blackstone Secured Lending Fund | $1.9M | 0.9% | -21% | — |
| 22 | — | ISHARES TR | $1.7M | 0.8% | +0% | — |
| 23 |  $SOC | Sable Offshore Corp. | $1.7M | 0.8% | -72% | — |
| 24 |  $AVGO | Broadcom Inc. | $1.6M | 0.8% | +38% | 86.4 |
| 25 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.4M | 0.7% | +53% | 64.5 |
| 26 | — | SELECT SECTOR SPDR TR | $1.4M | 0.7% | +1% | — |
| 27 | — | SCHWAB STRATEGIC TR | $1.2M | 0.6% | +0% | — |
| 28 |  $ORCL | ORACLE CORP | $1.0M | 0.5% | -4% | 67.2 |
| 29 | — | SIMPLIFY EXCHANGE TRADED FUN | $947,860 | 0.5% | +0% | — |
| 30 | — | AB ACTIVE ETFS INC | $851,059 | 0.4% | +1% | — |
| 31 |  $GOOGL | Alphabet Inc. | $847,672 | 0.4% | -5% | 80.2 |
| 32 |  $JPM | JPMORGAN CHASE & CO | $830,414 | 0.4% | +22% | 35.6 |
| 33 |  $V | VISA INC. | $827,534 | 0.4% | +29% | 83.5 |
| 34 | — | J P MORGAN EXCHANGE TRADED F | $819,271 | 0.4% | +105% | — |
| 35 |  $KBDC | Kayne Anderson BDC, Inc. | $810,702 | 0.4% | +0% | — |
| 36 | — | SELECT SECTOR SPDR TR | $752,942 | 0.4% | +133% | — |
| 37 |  $XOM | EXXON MOBIL CORP | $740,057 | 0.4% | +65% | 61.8 |
| 38 | — | VANGUARD WHITEHALL FDS | $658,897 | 0.3% | +1% | — |
| 39 |  $LLY | ELI LILLY & Co | $640,160 | 0.3% | +17% | 89.3 |
| 40 | — | VANGUARD WORLD FD | $536,104 | 0.3% | +0% | — |
| 41 | — | VANGUARD WORLD FD | $527,477 | 0.3% | +0% | — |
| 42 | — | AB ACTIVE ETFS INC | $521,327 | 0.3% | NEW | — |
| 43 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $502,836 | 0.3% | +151% | 63.7 |
| 44 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $499,491 | 0.3% | +19% | — |
| 45 |  $TJX | TJX COMPANIES INC /DE/ | $498,584 | 0.3% | +55% | 70.7 |
| 46 |  $ASML | ASML HOLDING NV | $487,387 | 0.3% | +40% | — |
| 47 |  $WMT | Walmart Inc. | $483,698 | 0.3% | +11% | 63.2 |
| 48 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $479,060 | 0.2% | +0% | — |
| 49 |  $UNH | UNITEDHEALTH GROUP INC | $434,297 | 0.2% | +13% | 66.8 |
| 50 |  $BAC | BANK OF AMERICA CORP /DE/ | $425,685 | 0.2% | +102% | 68.4 |
| 51 | — | J P MORGAN EXCHANGE TRADED F | $423,176 | 0.2% | +104% | — |
| 52 |  $GE | GENERAL ELECTRIC CO | $421,966 | 0.2% | +75% | 74.8 |
| 53 |  $CVX | CHEVRON CORP | $413,387 | 0.2% | +29% | 54.7 |
| 54 |  $COST | COSTCO WHOLESALE CORP /NEW | $401,562 | 0.2% | NEW | 67 |
| 55 |  $GEV | GE Vernova Inc. | $397,606 | 0.2% | +17% | 70.1 |
| 56 |  $JNJ | JOHNSON & JOHNSON | $396,482 | 0.2% | -10% | 72.8 |
| 57 | — | SPDR INDEX SHS FDS | $367,775 | 0.2% | +0% | — |
| 58 |  $PLD | Prologis, Inc. | $352,128 | 0.2% | NEW | 67.5 |
| 59 |  $KLAC | KLA CORP | $350,434 | 0.2% | +8% | 84.4 |
| 60 |  $WFC | WELLS FARGO & COMPANY/MN | $346,463 | 0.2% | +6% | — |
| 61 |  $RTX | RTX Corp | $344,520 | 0.2% | +27% | 70 |
| 62 |  $PLTR | Palantir Technologies Inc. | $337,615 | 0.2% | NEW | 85.8 |
| 63 |  $NFLX | NETFLIX INC | $335,372 | 0.2% | +41% | 86.7 |
| 64 |  $SHEL | Shell plc | $335,172 | 0.2% | NEW | — |
| 65 |  $NKE | NIKE, Inc. | $323,523 | 0.2% | NEW | 53.4 |
| 66 |  $ABBV | AbbVie Inc. | $323,191 | 0.2% | +53% | 59.3 |
| 67 |  $AMAT | APPLIED MATERIALS INC /DE | $320,941 | 0.2% | NEW | 74.8 |
| 68 |  $IBKR | Interactive Brokers Group, Inc. | $318,851 | 0.2% | -1% | 75.5 |
| 69 |  $MU | MICRON TECHNOLOGY INC | $316,219 | 0.2% | NEW | 88.4 |
| 70 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $315,878 | 0.2% | NEW | 60.5 |
| 71 | — | J P MORGAN EXCHANGE TRADED F | $311,545 | 0.2% | NEW | — |
| 72 |  $HD | HOME DEPOT, INC. | $311,459 | 0.2% | +45% | 69.2 |
| 73 |  $KO | COCA COLA CO | $305,950 | 0.2% | +18% | 74 |
| 74 |  $MRK | Merck & Co., Inc. | $293,869 | 0.1% | NEW | 70.9 |
| 75 |  $AZN | ASTRAZENECA PLC | $289,370 | 0.1% | NEW | — |
| 76 | — | ARK ETF TR | $287,258 | 0.1% | +0% | — |
| 77 |  $CAT | CATERPILLAR INC | $286,927 | 0.1% | +15% | 67.8 |
| 78 |  $HON | HONEYWELL INTERNATIONAL INC | $284,346 | 0.1% | NEW | 65.7 |
| 79 |  $PGR | PROGRESSIVE CORP/OH/ | $284,277 | 0.1% | -3% | 83.6 |
| 80 |  $MO | ALTRIA GROUP, INC. | $280,788 | 0.1% | NEW | 72.1 |
| 81 |  $MPLX | MPLX LP | $277,075 | 0.1% | +0% | 76.5 |
| 82 |  $ET | Energy Transfer LP | $273,771 | 0.1% | +0% | 64.5 |
| 83 |  $NVS | NOVARTIS AG | $270,215 | 0.1% | NEW | — |
| 84 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $257,419 | 0.1% | NEW | 66.7 |
| 85 |  $PM | Philip Morris International Inc. | $256,774 | 0.1% | NEW | 80.5 |
| 86 | — | ISHARES TR | $252,902 | 0.1% | +0% | — |
| 87 |  $LIN | LINDE PLC | $252,838 | 0.1% | NEW | — |
| 88 |  $BKSY | BlackSky Technology Inc. | $251,600 | 0.1% | -69% | 15.7 |
| 89 |  $ISRG | INTUITIVE SURGICAL INC | $243,864 | 0.1% | +25% | 81.4 |
| 90 |  $NDSN | NORDSON CORP | $239,987 | 0.1% | NEW | 67.8 |
| 91 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $238,847 | 0.1% | +0% | 66.4 |
| 92 |  $PG | PROCTER & GAMBLE Co | $238,471 | 0.1% | NEW | 72.9 |
| 93 |  $EBAY | EBAY INC | $237,654 | 0.1% | NEW | 69.3 |
| 94 |  $LRCX | LAM RESEARCH CORP | $235,240 | 0.1% | NEW | 82.4 |
| 95 |  $CSCO | CISCO SYSTEMS, INC. | $231,529 | 0.1% | +5% | 72.3 |
| 96 |  $SPGI | S&P Global Inc. | $230,535 | 0.1% | NEW | 79.4 |
| 97 |  $HCA | HCA Healthcare, Inc. | $228,102 | 0.1% | NEW | 70.5 |
| 98 |  $MS | MORGAN STANLEY | $224,639 | 0.1% | NEW | — |
| 99 |  $SCHW | SCHWAB CHARLES CORP | $221,887 | 0.1% | +12% | 77.2 |
| 100 |  $SUN | Sunoco LP | $213,362 | 0.1% | NEW | 64.8 |
| 101 |  $CRM | Salesforce, Inc. | $212,431 | 0.1% | NEW | 75.2 |
| 102 |  $SYF | Synchrony Financial | $211,747 | 0.1% | NEW | — |
| 103 |  $MA | Mastercard Inc | $210,857 | 0.1% | -56% | 81.7 |
| 104 |  $EOG | EOG RESOURCES INC | $210,350 | 0.1% | NEW | 71.1 |
| 105 |  $AMGN | AMGEN INC | $210,055 | 0.1% | NEW | 79.5 |
| 106 |  $WRB | BERKLEY W R CORP | $209,379 | 0.1% | -6% | 71.8 |
| 107 |  $HWM | Howmet Aerospace Inc. | $207,875 | 0.1% | NEW | 79.1 |
| 108 |  $ZWS | Zurn Elkay Water Solutions Corp | $206,130 | 0.1% | +1% | 67.4 |
| 109 |  $ABT | ABBOTT LABORATORIES | $202,774 | 0.1% | +4% | 67 |
New Positions (32)
$COST COSTCO WHOLESALE CORP /NEW$401,562$PLD Prologis, Inc.$352,128$PLTR Palantir Technologies Inc.$337,615$SHEL Shell plc$335,172$NKE NIKE, Inc.$323,523$AMAT APPLIED MATERIALS INC /DE$320,941$MU MICRON TECHNOLOGY INC$316,219$NOC NORTHROP GRUMMAN CORP /DE/$315,878$MRK Merck & Co., Inc.$293,869$AZN ASTRAZENECA PLC$289,370$HON HONEYWELL INTERNATIONAL INC$284,346$MO ALTRIA GROUP, INC.$280,788
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