What does Legacy Advisors, LLC hold?

Legacy Advisors, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1720969.

What is Legacy Advisors, LLC's AUM?

Legacy Advisors, LLC reported approximately $1.1B in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $5.2B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Legacy Advisors, LLC's holdings?

All Legacy Advisors, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1720969. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Legacy Advisors, LLC's 13F data updated on 13F Pro?

Legacy Advisors, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Legacy Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1720969

Institutional-grade research for retail investors

Sector Allocation

Other61.6%$647.3M
Technology20.7%$216.9M
Financials5.3%$55.7M
Energy4.4%$45.9M
Consumer Discretionary2.9%$30.5M
Healthcare2.2%$22.6M
Industrials1.1%$11.6M
Communication Services0.6%$6.7M
Consumer Staples0.6%$6.3M
Utilities0.3%$2.8M

AUM History

13fpro.ai/research/fund/legacy-advisors-llc-1720969

Conviction and streaks

Concentrating · top 10 = 51.2%

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.

$Conviction hold13.8% weight · held 6 quarters

$Conviction hold9.5% weight · held 11 quarters

$Conviction hold5.1% weight · held 11 quarters

$AAPLConviction hold4.6% weight · held 11 quarters

$Conviction hold3.5% weight · held 11 quarters

$Accumulating+4% shares · 9 quarters running

$Accumulating+838% shares · 7 quarters running

$EPDAccumulating+29% shares · 6 quarters running

$Accumulating+1008% shares · 5 quarters running

$Accumulating+1511% shares · 5 quarters running

$USBTrimming-85% shares · 7 quarters running

$TFCTrimming-39% shares · 4 quarters running

$GSTrimming-13% shares · 4 quarters running

$AMGNTrimming-6% shares · 3 quarters running

$HIMSTrimming-0% shares · 3 quarters running

Largest positions — Q3 2026

GMO
$145.1M
VANGUARD
$100.2M
ISHARES
$53.3M
AAPL
$48.4M
ISHARES
$37.1M
SPY
$36.6M
ISHARES
$35.5M
MTZ
$31.5M
ADVISORS
$26.5M
META
$23.5M
ISHARES
$22.0M
GOOGL
$20.9M
SELECT
$20.1M
MSFT
$16.7M
VERX
$15.8M
NVDA
$15.3M
AMZN
$13.9M
VANGUARD
$13.0M
QQQ
$12.6M
BRK.B
$11.7M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/legacy-advisors-llc-1720969

Legacy Advisors, LLC 13F holdings — Q3 2026

$1.1B portfolio (-1.9% QoQ) · 318 holdings · Q3 2026 13F · top 10 are 51% of the stock portfolio

1
GMO ETF TRUST - US QUALITY ETF
$145.1M
13.8% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD INDEX FDS - S&P 500 ETF SHS
$100.2M
9.5% of stocks
+30%This quarter—Since filed—Held
AIQuality—Est. buy—
3
ISHARES TR - CORE S&P SCP ETF
$53.3M
5.1% of stocks
+11%This quarter—Since filed—Held
AIQuality—Est. buy—
4
Apple Inc.
$AAPL
$48.4M
4.6% of stocks
-3%This quarter+0.3%Since filed5+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
5
ISHARES TR - RUS 1000 ETF
$37.1M
3.5% of stocks
No changeThis quarter—Since filed—Held
AIQuality—Est. buy—
6
SPDR S&P 500 ETF TRUST
$SPY
$36.6M
3.5% of stocks
+14%This quarter-0.1%Since filed5+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
7
ISHARES TR - CORE S&P500 ETF
$35.5M
3.4% of stocks
+19%This quarter—Since filed—Held
AIQuality—Est. buy—
8
MASTEC INC
$MTZ
$31.5M
3.0% of stocks
+19%This quarter-9.6%Since filed5+ qtrsHeld
AIQuality58.1#1,038Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
9
ADVISORS INNER CIRCLE FD III - GQG US EQUIT ETF
$26.5M
2.5% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
10
Meta Platforms, Inc.
$META
$23.5M
2.2% of stocks
-4%This quarter-10.6%Since filed5+ qtrsHeld
AIQuality78.0#57Est. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	GMO ETF TRUST - US QUALITY ETF	$145.1M	13.8%	-1%	—	—	—	—
2	VANGUARD INDEX FDS - S&P 500 ETF SHS	$100.2M	9.5%	+30%	—	—	—	—
3	ISHARES TR - CORE S&P SCP ETF	$53.3M	5.1%	+11%	—	—	—	—
4	Apple Inc.$AAPL	$48.4M	4.6%	-3%	+0.3%	5+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
5	ISHARES TR - RUS 1000 ETF	$37.1M	3.5%	No change	—	—	—	—
6	SPDR S&P 500 ETF TRUST$SPY	$36.6M	3.5%	+14%	-0.1%	5+ qtrsAdded 2 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
7	ISHARES TR - CORE S&P500 ETF	$35.5M	3.4%	+19%	—	—	—	—
8	MASTEC INC$MTZ	$31.5M	3.0%	+19%	-9.6%	5+ qtrsAdded 2 qtrs in a row	58.1#1,038	Estimated buy price is Pro: unlock with a free trial
9	ADVISORS INNER CIRCLE FD III - GQG US EQUIT ETF	$26.5M	2.5%	+5%	—	—	—	—
10	Meta Platforms, Inc.$META	$23.5M	2.2%	-4%	-10.6%	5+ qtrsAdded 4 qtrs in a row	78.0#57	Estimated buy price is Pro: unlock with a free trial

All holdings — Legacy Advisors, LLC (Q3 2026)

Sort

318 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	—	ISHARES TR - RUS MID CAP ETFetf/fund	—	$22.0M	2.1%	206K	-0.5%	—	—	13F
12	$GOOGL	Alphabet Inc.	Technology	$20.9M	2.0%	61K	-8%	5+ qtrs	77.7	13F
13	—	SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund	—	$20.1M	1.9%	103K	+0.2%	—	—	13F
14	$MSFT	MICROSOFT CORP	Technology	$16.7M	1.6%	32K	-14%	5+ qtrs	AI quality score is Pro: unlock with a free trial	13F
15	$VERX	Vertex, Inc.	Technology	$15.8M	1.5%	1.34M	+0.0%	5+ qtrs	AI quality score is Pro: unlock with a free trial	13F
16	$NVDA	NVIDIA CORP	Technology	$15.3M	1.5%	67K	-10%	5+ qtrs	AI quality score is Pro: unlock with a free trial	13F
17	$AMZN	AMAZON COM INC	Consumer Discretionary	$13.9M	1.3%	56K	-25%	5+ qtrs	AI quality score is Pro: unlock with a free trial	13F
18	—	VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund	—	$13.0M	1.2%	35K	-15%	—	—	13F
19	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$12.6M	1.2%	17K	+0.1%	5+ qtrs	AI quality score is Pro: unlock with a free trial	13F
20	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$11.7M	1.1%	23K	-3%	5+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETFetf/fund	—	$11.3M	1.1%	254K	+6%	—	—	13F
22	$MDY	SPDR S&P MIDCAP 400 ETF TRUSTetf/fund	—	$10.5M	1.0%	16K	+0.3%	5+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	—	ISHARES TR - S&P 100 ETFetf/fund	—	$10.5M	1.0%	27K	+0.0%	—	—	13F
24	—	ISHARES TR - RUS 1000 GRW ETFetf/fund	—	$9.1M	0.9%	72K	+13%	—	—	13F
25	—	VANGUARD STAR FDS - VG TL INTL STK Fetf/fund	—	$9.0M	0.9%	106K	-23%	—	—	13F
26	—	VANGUARD WHITEHALL FDS - INTL HIGH ETF	—	$8.8M	0.8%	87K	+0.0%
27	$GOOG	Alphabet Inc.	Technology	$8.4M	0.8%	27K	-8%
28	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$7.8M	0.7%	239K	+2%
29	$UBER	Uber Technologies, Inc	Technology	$7.1M	0.7%	104K	-5%
30	$MU	MICRON TECHNOLOGY INC	Technology	$6.6M	0.6%	6,181	-0.0%
31	$FULT	FULTON FINANCIAL CORP	Financials	$6.3M	0.6%	281K	-0.0%
32	$BSY	BENTLEY SYSTEMS INC	Technology	$6.2M	0.6%	195K	+0.1%
33	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$5.4M	0.5%	35K	—
34	$JNJ	JOHNSON & JOHNSON	Healthcare	$5.1M	0.5%	19K	-48%
35	$TSLA	Tesla, Inc.	Consumer Discretionary	$4.6M	0.4%	13K	-12%
36	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$4.4M	0.4%	9,697	-2%
37	$APH	AMPHENOL CORP /DE/	Technology	$4.3M	0.4%	51K	+167%
38	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	Energy	$4.3M	0.4%	120K	+0.7%
39	—	VANGUARD INDEX FDS - MRNGSTR MID CAP	—	$3.8M	0.4%	49K	-0.6%
40	$AVGO	Broadcom Inc.	Technology	$3.7M	0.4%	11K	+3%
41	—	ISHARES TR - CORE MSCI TOTAL	—	$3.7M	0.3%	39K	+473%
42	$RBLX	Roblox Corp	Technology	$3.6M	0.3%	86K	+0.1%
43	—	SPDR SERIES TRUST - ST STR SP DIV	—	$3.2M	0.3%	22K	—
44	$MELI	MERCADOLIBRE INC	Consumer Discretionary	$3.2M	0.3%	1,867	-0.8%
45	—	VANGUARD INDEX FDS - MRNGSTR SML CAP	—	$3.0M	0.3%	10K	+5%
46	$GLD	SPDR GOLD TRUST	Financials	$2.8M	0.3%	7,453	—
47	—	HARBOR ETF TRUST - PANA DY CORE ETF	—	$2.8M	0.3%	100K	New
48	$JPM	JPMORGAN CHASE & CO	Financials	$2.8M	0.3%	8,467	-55%
49	—	GOLDMAN SACHS ETF TR - ACTIVEBETA US LG	—	$2.4M	0.2%	17K	-3%
50	—	SELECT SECTOR SPDR TR - ST STR STAPL ETF	—	$2.3M	0.2%	29K	-9%
51	—	VANGUARD INDEX FDS - MRNGSTR LRG CAP	—	$2.3M	0.2%	6,503	—
52	$LLY	ELI LILLY & Co	Healthcare	$2.3M	0.2%	1,972	-8%
53	—	ISHARES TR - S&P 500 GRWT ETF	—	$2.2M	0.2%	16K	—
54	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$2.1M	0.2%	24K	-42%
55	$AMD	ADVANCED MICRO DEVICES INC	Technology	$2.1M	0.2%	3,436	-1%
56	—	VANGUARD INDEX FDS - MRNGSTR VAL ETF	—	$2.1M	0.2%	9,601	-9%
57	$WMB	WILLIAMS COMPANIES, INC.	Energy	$2.0M	0.2%	30K	+5%
58	$BAC	BANK OF AMERICA CORP /DE/	Financials	$2.0M	0.2%	37K	-17%
59	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$2.0M	0.2%	29K	+60%
60	$AMAT	APPLIED MATERIALS INC /DE	Technology	$2.0M	0.2%	3,937	-1%
61	$ET	Energy Transfer LP	Energy	$2.0M	0.2%	102K	—
62	—	ISHARES TR - RUSSELL 2000 ETF	—	$2.0M	0.2%	7,067	—
63	$LRCX	LAM RESEARCH CORP	Technology	$2.0M	0.2%	5,955	-5%
64	$V	VISA INC.	Financials	$1.9M	0.2%	5,370	-12%
65	$META	Meta Platforms, Inc.	Technology	$1.9M	0.2%	25K	+133%
66	—	ISHARES TR - CORE S&P TTL STK	—	$1.8M	0.2%	11K	—
67	—	ISHARES TR - RUS 1000 VAL ETF	—	$1.8M	0.2%	7,257	—
68	$AMGN	AMGEN INC	Healthcare	$1.8M	0.2%	4,206	-4%
69	$HCA	HCA Healthcare, Inc.	Healthcare	$1.8M	0.2%	4,126	+0.2%
70	—	ISHARES TR - MSCI EAFE ETF	—	$1.7M	0.2%	16K	+5%
71	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$1.7M	0.2%	9,875	-23%
72	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$1.6M	0.2%	35K	+29%
73	$DIS	Walt Disney Co	Communication Services	$1.6M	0.1%	15K	-16%
74	$IBIT	iShares Bitcoin Trust ETF	Financials	$1.6M	0.1%	34K	—
75	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$1.6M	0.1%	1,750	-20%
76	$MRVL	Marvell Technology, Inc.	Technology	$1.6M	0.1%	5,902	+4%
77	$HIMS	Hims & Hers Health, Inc.	Healthcare	$1.5M	0.1%	51K	-0.2%
78	—	ISHARES TR - CORE S&P MCP ETF	—	$1.5M	0.1%	21K	—
79	—	ISHARES TR - MSCI ACWI EX US	—	$1.5M	0.1%	20K	—
80	—	ISHARES TR - S&P 500 VAL ETF	—	$1.5M	0.1%	6,482	—
81	$MA	Mastercard Inc	Financials	$1.4M	0.1%	2,588	-2%
82	$GWW	W.W. GRAINGER, INC.	Consumer Discretionary	$1.4M	0.1%	1,130	-0.4%
83	$ASML	ASML HOLDING NV	Technology	$1.4M	0.1%	763	-32%
84	$AXP	AMERICAN EXPRESS CO	Financials	$1.3M	0.1%	4,438	-26%
85	—	VANGUARD WORLD FD - INF TECH ETF	—	$1.3M	0.1%	11K	-2%
86	$NVR	NVR INC	Industrials	$1.3M	0.1%	213	+0.5%
87	$CNO	CNO Financial Group, Inc.	Financials	$1.3M	0.1%	24K	—
88	$ISRG	INTUITIVE SURGICAL INC	Healthcare	$1.3M	0.1%	3,183	-6%
89	$MRK	Merck & Co., Inc.	Healthcare	$1.3M	0.1%	8,837	-23%
90	$SPOT	Spotify Technology S.A.	Communication Services	$1.3M	0.1%	2,639	-1%
91	$IVZ	Invesco Ltd.	Financials	$1.3M	0.1%	15K	—
92	—	VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX	—	$1.2M	0.1%	11K	—
93	$MCO	MOODYS CORP /DE/	Financials	$1.2M	0.1%	2,705	+299%
94	—	ALPS ETF TR - ALERIAN MLP	—	$1.2M	0.1%	23K	—
95	$XOM.R34088	EXXON MOBIL CORP	Energy	$1.2M	0.1%	7,415	New
96	$HD	HOME DEPOT, INC.	Consumer Discretionary	$1.2M	0.1%	4,157	-39%
97	$BABA	Alibaba Group Holding Ltd	Consumer Discretionary	$1.2M	0.1%	11K	-5%
98	—	QNB CORP - COM	—	$1.2M	0.1%	26K	New
99	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	$1.2M	0.1%	5,304	-43%
100	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$1.2M	0.1%	17K	+85%
101	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$1.2M	0.1%	5,020	+22%
102	$ABBV	AbbVie Inc.	Healthcare	$1.2M	0.1%	4,401	-73%
103	$COHR	COHERENT CORP.	Technology	$1.2M	0.1%	3,997	+0.6%
104	$PFS	PROVIDENT FINANCIAL SERVICES INC	Financials	$1.1M	0.1%	52K	—
105	$GEV	GE Vernova Inc.	Industrials	$1.1M	0.1%	1,200	-6%
106	—	JANUS DETROIT STR TR - HENDRSON AAA CL	—	$1.1M	0.1%	22K	+5%
107	$EFX	EQUIFAX INC	Financials	$1.1M	0.1%	7,922	-1%
108	$PM	Philip Morris International Inc.	Consumer Staples	$1.1M	0.1%	5,662	-5%
109	$CAT	CATERPILLAR INC	Industrials	$1.1M	0.1%	1,329	+5%
110	$GE	GENERAL ELECTRIC CO	Industrials	$1.1M	0.1%	3,446	-11%
111	—	ISHARES INC - MSCI EMRG CHN	—	$1.1M	0.1%	11K	New
112	$NOW	ServiceNow, Inc.	Technology	$1.1M	0.1%	7,858	+0.9%
113	$CVX	CHEVRON CORP	Energy	$1.0M	0.1%	5,126	-34%
114	$NFLX	NETFLIX INC	Communication Services	$1.0M	0.1%	15K	-13%
115	$CME	CME GROUP INC.	Financials	$1.0M	0.1%	3,895	+275%
116	$CSCO	CISCO SYSTEMS, INC.	Technology	$998K	0.1%	9,272	-1%
117	$ORCL	ORACLE CORP	Technology	$986K	0.1%	7,179	-20%
118	$VG	Venture Global, Inc.	Energy	$983K	0.1%	78K	+0.3%
119	$PANW	Palo Alto Networks Inc	Technology	$964K	0.1%	2,426	-1%
120	$EQIX	EQUINIX INC	Real Estate	$959K	0.1%	948	—
121	$PG	PROCTER & GAMBLE Co	Consumer Staples	$947K	0.1%	6,515	-9%
122	$GS	GOLDMAN SACHS GROUP INC	Financials	$945K	0.1%	24K	-0.0%
123	$CMPR	CIMPRESS plc	Communication Services	$918K	0.1%	12K	-0.0%
124	—	ISHARES TR - CORE MSCI EAFE	—	$914K	0.1%	9,439	+43%
125	$NJR	NEW JERSEY RESOURCES CORP	Energy	$910K	0.1%	18K	-0.3%
126	$WMT	Walmart Inc.	Consumer Staples	$905K	0.1%	8,712	+0.8%
127	$WTM	WHITE MOUNTAINS INSURANCE GROUP LTD	Financials	$899K	0.1%	448	—
128	$ACGL	ARCH CAPITAL GROUP LTD.	Financials	$890K	0.1%	9,632	+0.2%
129	$ULTA	Ulta Beauty, Inc.	Consumer Discretionary	$874K	0.1%	1,600	+1%
130	$BA	BOEING CO	Industrials	$855K	0.1%	4,597	-29%
131	$NNE	Nano Nuclear Energy Inc.	Utilities	$847K	0.1%	53K	-0.1%
132	$MSCI	MSCI Inc.	Financials	$839K	0.1%	1,557	+294%
133	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$838K	0.1%	5,558	+112%
134	$CRWD	CrowdStrike Holdings, Inc.	Technology	$820K	0.1%	3,099	+299%
135	$DE	DEERE & CO	Industrials	$813K	0.1%	1,210	-8%
136	$SBUX	STARBUCKS CORP	Consumer Discretionary	$793K	0.1%	8,440	-7%
137	—	INNOVATOR ETFS TRUST - US EQTY ULTRA B	—	$791K	0.1%	19K	—
138	$DDOG	Datadog, Inc.	Technology	$781K	0.1%	2,854	-10%
139	—	ISHARES TR - MSCI USA QLT FCT	—	$775K	0.1%	3,487	+2%
140	$IVZ	Invesco Ltd.	Financials	$770K	0.1%	3,701	-3%
141	$RGA	REINSURANCE GROUP OF AMERICA INC	Financials	$755K	0.1%	3,065	+0.1%
142	$OKTA	Okta, Inc.	Technology	$753K	0.1%	3,600	—
143	$INTC	INTEL CORP	Technology	$738K	0.1%	6,141	-34%
144	$ENVA	Enova International, Inc.	Financials	$709K	0.1%	4,245	-0.4%
145	$STBA	S&T BANCORP INC	Financials	$701K	0.1%	15K	—
146	$TOST	Toast, Inc.	Technology	$693K	0.1%	24K	+2%
147	$ADP	AUTOMATIC DATA PROCESSING INC	Technology	$692K	0.1%	2,665	-28%
148	$CI	Cigna Group	Healthcare	$685K	0.1%	2,519	-0.6%
149	$EW	Edwards Lifesciences Corp	Healthcare	$684K	0.1%	7,924	-0.6%
150	$RTX	RTX Corp	Industrials	$682K	0.1%	3,674	-8%

What changed in Q3 2026

Against the previous quarter's 13F: 27 new, 91 added to, 148 trimmed, 46 sold out. Share-count changes; largest moves by dollar size first.

New positions (27)

HARBOR ETF TRUST - PANA DY CORE ETF$2.8M
first bought this quarter
$XOM.R34088EXXON MOBIL CORP$1.2M
first bought this quarter
QNB CORP - COM$1.2M
first bought this quarter
ISHARES INC - MSCI EMRG CHN$1.1M
first bought this quarter
SPDR INDEX SHS FDS - ST STR PO EX ETF$536K
first bought this quarter
$WEXWEX Inc.$474K
first bought this quarter

+21 more in the Excel export

Added to (91)

VANGUARD INDEX FDS - S&P 500 ETF SHS+30%
now $100.2M
ISHARES TR - CORE S&P500 ETF+19%
now $35.5M
ISHARES TR - CORE S&P SCP ETF+11%
now $53.3M
$MTZMASTEC INC+19%
now $31.5M · held 5+ qtrs, 2 adds in a row
$SPYSPDR S&P 500 ETF TRUST+14%
now $36.6M · held 5+ qtrs, 2 adds in a row
ISHARES TR - CORE MSCI TOTAL+473%
now $3.7M

+85 more in the Excel export

Trimmed (148)

$JNJJOHNSON & JOHNSON-48%
now $5.1M · held 5+ qtrs
$AMZNAMAZON COM INC-25%
now $13.9M · held 5+ qtrs
$JPMJPMORGAN CHASE & CO-55%
now $2.8M · held 5+ qtrs
$ABBVAbbVie Inc.-73%
now $1.2M · held 5+ qtrs
$MCDMCDONALDS CORP-93%
now $241K
VANGUARD STAR FDS - VG TL INTL STK F-23%
now $9.0M

+142 more in the Excel export

Sold out (46)

$AMTMAmentum Holdings, Inc.was $9.1M
held 3 qtrs
ISHARES TR - 7-10 YR TRSY BDwas $2.2M
$NSCNORFOLK SOUTHERN CORPwas $1.6M
held 4+ qtrs
$EMREMERSON ELECTRIC COwas $1.3M
held 4+ qtrs
VANGUARD SCOTTSDALE FDS - INT-TERM CORPwas $1.0M
$CBChubb Ltdwas $686K

+40 more in the Excel export

Firm AUM (Form ADV): $5.2B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Legacy Advisors, LLC has filed, 39 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Legacy Advisors's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-2.6%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 16% over the last 4

Top 10 weight

51%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

96%

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 Q3 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 Advisors, LLC disclosed 318 positions worth $1.1B in its Form 13F-HR for Q3 2026. During the quarter the fund opened 27 new positions and exited 46 and a full exit from $AMTM. The portfolio is most concentrated in Other (61.6% of disclosed assets). All figures are sourced directly from Legacy Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1720969.

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AI-Powered Hedge Fund Analysis: Legacy Advisors, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Legacy Advisors, LLC (SEC CIK: 1720969), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Legacy Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.