Legacy Advisors, LLC
13F Reported Value
ⓘ$1.1B
Holdings
337
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Legacy Advisors, LLC disclosed 337 positions worth $1.1B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 69 new positions and exited 12 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (56.4% of disclosed assets). All figures are sourced directly from Legacy Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1720969.
AI Fund Analysis
Stable
$MTZ
$AAPL
$EPDSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
GMO ETF TRUST - US QUALITY ETF
—Quality
$143.1M3,431,467 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$75.5M109,960 shISHARES TR - CORE S&P SCP ETF
—Quality
$52.1M351,532 sh- 58.8
Quality
$51.7M124,181 sh - 76.4
Quality
$43.3M149,777 sh ISHARES TR - RUS 1000 ETF
—Quality
$36.6M89,260 sh- —
Quality
$31.6M42,276 sh ISHARES TR - CORE S&P500 ETF
—Quality
$29.2M39,008 shADVISORS INNER CIRCLE FD III - GQG US EQUIT ETF
—Quality
$24.3M958,503 sh- 78.2
Quality
$23.7M66,230 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| GMO ETF TRUST - US QUALITY ETF | — | $143.1M | 3,431,467 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $75.5M | 109,960 |
| ISHARES TR - CORE S&P SCP ETF | — | $52.1M | 351,532 |
| MASTEC INC$MTZ | 58.8 | $51.7M | 124,181 |
| Apple Inc.$AAPL | 76.4 | $43.3M | 149,777 |
| ISHARES TR - RUS 1000 ETF | — | $36.6M | 89,260 |
 SPDR S&P 500 ETF TRUST$SPY | — | $31.6M | 42,276 |
| ISHARES TR - CORE S&P500 ETF | — | $29.2M | 39,008 |
| ADVISORS INNER CIRCLE FD III - GQG US EQUIT ETF | — | $24.3M | 958,503 |
 Alphabet Inc.$GOOG | 78.2 | $23.7M | 66,230 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Legacy Advisors, LLC's 337 positions.
Showing top 10 of 337 holdings.
Sector Allocation
Other
$603.5M
Technology
$211.6M
Energy
$64.9M
Financials
$62.4M
Industrials
$37.5M
Consumer Discretionary
$35.7M
Healthcare
$31.6M
Communication Services
$8.5M
Top Holdings — Legacy Advisors, LLC (Q2 2026)
Top 150 of 337 disclosed positions (by reported value) 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 | — | GMO ETF TRUST - US QUALITY ETF | $143.1M | 13.4% | -3% | — |
| 2 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $75.5M | 7.0% | +118% | — |
| 3 | — | ISHARES TR - CORE S&P SCP ETF | $52.1M | 4.9% | +16% | — |
| 4 | $MTZ | MASTEC INC | $51.7M | 4.8% | +32% | 58.8 |
| 5 | $AAPL | Apple Inc. | $43.3M | 4.0% | +23% | 76.4 |
| 6 | — | ISHARES TR - RUS 1000 ETF | $36.6M | 3.4% | -0% | — |
| 7 | $SPY | SPDR S&P 500 ETF TRUST | $31.6M | 3.0% | +6% | — |
| 8 | — | ISHARES TR - CORE S&P500 ETF | $29.2M | 2.7% | -31% | — |
| 9 | — | ADVISORS INNER CIRCLE FD III - GQG US EQUIT ETF | $24.3M | 2.3% | +0% | — |
| 10 | $GOOG | Alphabet Inc. | $23.7M | 2.2% | +17% | 78.2 |
| 11 | — | ISHARES TR - RUS MID CAP ETF | $22.9M | 2.1% | -2% | — |
| 12 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $19.6M | 1.8% | +0% | — |
| 13 |  $META | Meta Platforms, Inc. | $19.0M | 1.8% | +16% | 79.6 |
| 14 |  $AMZN | AMAZON COM INC | $17.6M | 1.6% | +19% | 68.7 |
| 15 |  $VERX | Vertex, Inc. | $15.4M | 1.4% | +0% | 57.5 |
| 16 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $15.2M | 1.4% | -0% | — |
| 17 |  $NVDA | NVIDIA CORP | $14.9M | 1.4% | +31% | 85.9 |
| 18 |  $MSFT | MICROSOFT CORP | $14.0M | 1.3% | +16% | 79.8 |
| 19 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $12.5M | 1.2% | +1% | — |
| 20 |  $BRK.B | BERKSHIRE HATHAWAY INC | $12.1M | 1.1% | +4% | 73.8 |
| 21 | — | VANGUARD STAR FDS - VG TL INTL STK F | $11.8M | 1.1% | +19% | — |
| 22 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $11.2M | 1.1% | +0% | — |
| 23 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $10.6M | 1.0% | +0% | — |
| 24 | — | ISHARES TR - S&P 100 ETF | $10.0M | 0.9% | +0% | — |
| 25 |  $GOOGL | Alphabet Inc. | $9.6M | 0.9% | +1% | 78.2 |
| 26 |  $JNJ | JOHNSON & JOHNSON | $9.4M | 0.9% | +5% | 69 |
| 27 |  $AMTM | Amentum Holdings, Inc. | $9.1M | 0.8% | +0% | 64 |
| 28 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $8.5M | 0.8% | +0% | — |
| 29 | — | ISHARES TR - RUS 1000 GRW ETF | $8.0M | 0.7% | +300% | — |
| 30 |  $UBER | Uber Technologies, Inc | $7.9M | 0.7% | +9% | 73.5 |
| 31 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $7.4M | 0.7% | +13% | — |
| 32 |  $MU | MICRON TECHNOLOGY INC | $7.1M | 0.7% | +335% | 86.2 |
| 33 |  $FULT | FULTON FINANCIAL CORP | $6.8M | 0.6% | +0% | 62.4 |
| 34 |  $TSLA | Tesla, Inc. | $6.2M | 0.6% | +4% | 53.9 |
| 35 |  $JPM | JPMORGAN CHASE & CO | $6.2M | 0.6% | +12% | 70.7 |
| 36 |  $BSY | BENTLEY SYSTEMS INC | $5.8M | 0.5% | +0% | 67.9 |
| 37 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $5.5M | 0.5% | +0% | — |
| 38 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $4.7M | 0.4% | +4% | — |
| 39 |  $RBLX | Roblox Corp | $4.7M | 0.4% | -2% | 60.3 |
| 40 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $4.4M | 0.4% | +1% | 61.4 |
| 41 |  $ABBV | AbbVie Inc. | $4.2M | 0.4% | +9% | 72.6 |
| 42 | — | VANGUARD INDEX FDS - MID CAP ETF | $4.0M | 0.4% | +287% | — |
| 43 |  $AVGO | Broadcom Inc. | $3.9M | 0.4% | +28% | 84.5 |
| 44 |  $MCD | MCDONALDS CORP | $3.9M | 0.4% | +8% | 69 |
| 45 | — | VANGUARD INDEX FDS - GROWTH ETF | $3.5M | 0.3% | +699% | — |
| 46 | — | SPDR SERIES TRUST - ST STR SP DIV | $3.4M | 0.3% | +3% | — |
| 47 |  $APH | AMPHENOL CORP /DE/ | $3.4M | 0.3% | +39% | 79.3 |
| 48 |  $MELI | MERCADOLIBRE INC | $3.2M | 0.3% | -0% | 80.2 |
| 49 | — | VANGUARD INDEX FDS - SMALL CP ETF | $3.0M | 0.3% | +1% | — |
| 50 |  $AMAT | APPLIED MATERIALS INC /DE | $2.9M | 0.3% | +2% | 72.3 |
| 51 |  $GLD | SPDR GOLD TRUST | $2.7M | 0.3% | -4% | — |
| 52 |  $LRCX | LAM RESEARCH CORP | $2.7M | 0.3% | +6% | 79.4 |
| 53 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $2.6M | 0.2% | +0% | — |
| 54 |  $LLY | ELI LILLY & Co | $2.6M | 0.2% | +21% | 87.5 |
| 55 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.6M | 0.2% | +30% | 67.6 |
| 56 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $2.4M | 0.2% | -5% | — |
| 57 |  $HD | HOME DEPOT, INC. | $2.4M | 0.2% | +90% | 60.3 |
| 58 | — | VANGUARD INDEX FDS - VALUE ETF | $2.3M | 0.2% | +33% | — |
| 59 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $2.3M | 0.2% | +3% | 73.7 |
| 60 |  $ASML | ASML HOLDING NV | $2.2M | 0.2% | +59% | — |
| 61 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $2.2M | 0.2% | +0% | — |
| 62 | — | ISHARES TR - 7-10 YR TRSY BD | $2.2M | 0.2% | NEW | — |
| 63 | — | ISHARES TR - S&P 500 GRWT ETF | $2.1M | 0.2% | +0% | — |
| 64 |  $WMB | WILLIAMS COMPANIES, INC. | $2.1M | 0.2% | -9% | 64.3 |
| 65 | — | ISHARES TR - RUSSELL 2000 ETF | $2.1M | 0.2% | +0% | — |
| 66 |  $V | VISA INC. | $2.1M | 0.2% | +14% | 82.9 |
| 67 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.0M | 0.2% | +2% | 66.2 |
| 68 |  $AXP | AMERICAN EXPRESS CO | $2.0M | 0.2% | +37% | 69.4 |
| 69 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $2.0M | 0.2% | +46% | — |
| 70 |  $PEP | PEPSICO INC | $2.0M | 0.2% | +32% | 63.4 |
| 71 |  $AMD | ADVANCED MICRO DEVICES INC | $2.0M | 0.2% | +22% | 79.8 |
| 72 |  $ET | Energy Transfer LP | $1.9M | 0.2% | +0% | 64.4 |
| 73 |  $HIMS | Hims & Hers Health, Inc. | $1.8M | 0.2% | -0% | 53.4 |
| 74 | — | ISHARES TR - CORE S&P TTL STK | $1.8M | 0.2% | +0% | — |
| 75 |  $DIS | Walt Disney Co | $1.8M | 0.2% | +56% | 60.1 |
| 76 | — | ISHARES TR - RUS 1000 VAL ETF | $1.8M | 0.2% | +0% | — |
| 77 |  $ABT | ABBOTT LABORATORIES | $1.7M | 0.2% | -0% | 65.5 |
| 78 |  $MRVL | Marvell Technology, Inc. | $1.7M | 0.2% | +20% | 76.5 |
| 79 | — | ISHARES TR - CORE S&P MCP ETF | $1.6M | 0.1% | +0% | — |
| 80 | — | ISHARES TR - MSCI EAFE ETF | $1.6M | 0.1% | +0% | — |
| 81 |  $HCA | HCA Healthcare, Inc. | $1.6M | 0.1% | -1% | 68.9 |
| 82 |  $AMGN | AMGEN INC | $1.6M | 0.1% | -0% | 79.2 |
| 83 |  $NSC | NORFOLK SOUTHERN CORP | $1.6M | 0.1% | +2% | 63.2 |
| 84 |  $COHR | COHERENT CORP. | $1.6M | 0.1% | NEW | 58.5 |
| 85 |  $GWW | W.W. GRAINGER, INC. | $1.5M | 0.1% | +1% | 61.8 |
| 86 |  $GEV | GE Vernova Inc. | $1.5M | 0.1% | +1% | 81.1 |
| 87 | — | ISHARES TR - MSCI ACWI EX US | $1.5M | 0.1% | -9% | — |
| 88 |  $MRK | Merck & Co., Inc. | $1.5M | 0.1% | +41% | 59.9 |
| 89 | — | ISHARES TR - S&P 500 VAL ETF | $1.5M | 0.1% | +0% | — |
| 90 |  $NVR | NVR INC | $1.4M | 0.1% | +0% | 56.3 |
| 91 |  $GE | GENERAL ELECTRIC CO | $1.4M | 0.1% | +7% | 73.8 |
| 92 |  $BA | BOEING CO | $1.4M | 0.1% | +92% | 61.6 |
| 93 |  $MA | Mastercard Inc | $1.4M | 0.1% | -2% | 85.1 |
| 94 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $1.4M | 0.1% | -4% | — |
| 95 |  $IVZ | Invesco Ltd. | $1.4M | 0.1% | +0% | — |
| 96 |  $CAT | CATERPILLAR INC | $1.3M | 0.1% | +28% | 66.5 |
| 97 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $1.3M | 0.1% | +0% | — |
| 98 |  $ISRG | INTUITIVE SURGICAL INC | $1.3M | 0.1% | +4% | 79.9 |
| 99 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $1.3M | 0.1% | +9% | — |
| 100 |  $ORCL | ORACLE CORP | $1.3M | 0.1% | +14% | 66.2 |
| 101 |  $INTC | INTEL CORP | $1.3M | 0.1% | NEW | 45.6 |
| 102 |  $EMR | EMERSON ELECTRIC CO | $1.3M | 0.1% | +7% | 65.3 |
| 103 |  $CVX | CHEVRON CORP | $1.3M | 0.1% | +9% | 62.8 |
| 104 |  $CCZ | COMCAST CORP | $1.3M | 0.1% | +54% | 59.5 |
| 105 | — | VANGUARD WORLD FD - INF TECH ETF | $1.3M | 0.1% | +690% | — |
| 106 |  $EFX | EQUIFAX INC | $1.3M | 0.1% | -0% | 64.8 |
| 107 |  $CNO | CNO Financial Group, Inc. | $1.2M | 0.1% | -7% | 54 |
| 108 |  $SPOT | Spotify Technology S.A. | $1.2M | 0.1% | +1% | — |
| 109 |  $PFS | PROVIDENT FINANCIAL SERVICES INC | $1.2M | 0.1% | +0% | 74.2 |
| 110 |  $NFLX | NETFLIX INC | $1.2M | 0.1% | +11% | 78.8 |
| 111 |  $CMPR | CIMPRESS plc | $1.2M | 0.1% | +0% | — |
| 112 | — | ALPS ETF TR - ALERIAN MLP | $1.2M | 0.1% | NEW | — |
| 113 |  $IBIT | iShares Bitcoin Trust ETF | $1.1M | 0.1% | +0% | — |
| 114 |  $NNE | Nano Nuclear Energy Inc. | $1.1M | 0.1% | -0% | — |
| 115 |  $BABA | Alibaba Group Holding Ltd | $1.1M | 0.1% | +4% | — |
| 116 |  $CSCO | CISCO SYSTEMS, INC. | $1.1M | 0.1% | +29% | 70.3 |
| 117 |  $PM | Philip Morris International Inc. | $1.1M | 0.1% | +8% | 75.9 |
| 118 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $1.1M | 0.1% | +0% | — |
| 119 |  $TXN | TEXAS INSTRUMENTS INC | $1.1M | 0.1% | +134% | 73.4 |
| 120 |  $PG | PROCTER & GAMBLE Co | $1.0M | 0.1% | +4% | 64.6 |
| 121 |  $ENVA | Enova International, Inc. | $1.0M | 0.1% | +0% | 69.9 |
| 122 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $1.0M | 0.1% | NEW | — |
| 123 |  $NJR | NEW JERSEY RESOURCES CORP | $1.0M | 0.1% | +0% | 69.5 |
| 124 |  $GS | GOLDMAN SACHS GROUP INC | $991,385 | 0.1% | +4% | 73.5 |
| 125 |  $EQIX | EQUINIX INC | $988,206 | 0.1% | +3% | 59 |
| 126 |  $WMT | Walmart Inc. | $979,286 | 0.1% | +8% | 60.2 |
| 127 |  $PFE | PFIZER INC | $977,414 | 0.1% | +51% | 62 |
| 128 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $972,171 | 0.1% | +0% | — |
| 129 |  $ACGL | ARCH CAPITAL GROUP LTD. | $933,426 | 0.1% | -1% | — |
| 130 |  $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | $928,879 | 0.1% | -0% | — |
| 131 |  $KLAC | KLA CORP | $926,256 | 0.1% | +1072% | 78.6 |
| 132 |  $SBUX | STARBUCKS CORP | $922,787 | 0.1% | +9% | 58.2 |
| 133 |  $VG | Venture Global, Inc. | $862,455 | 0.1% | +0% | 69.5 |
| 134 |  $PANW | Palo Alto Networks Inc | $837,497 | 0.1% | +21% | 65.5 |
| 135 |  $DE | DEERE & CO | $835,627 | 0.1% | +8% | 55.4 |
| 136 |  $ADP | AUTOMATIC DATA PROCESSING INC | $834,440 | 0.1% | +181% | 69.8 |
| 137 |  $DDOG | Datadog, Inc. | $829,767 | 0.1% | +20% | 71.4 |
| 138 | $META | Meta Platforms, Inc. | $829,586 | 0.1% | +16% | 79.6 |
| 139 | $IVZ | Invesco Ltd. | $809,206 | 0.1% | +3% | — |
| 140 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA B | $777,707 | 0.1% | -22% | — |
| 141 |  $NOW | ServiceNow, Inc. | $773,093 | 0.1% | +5% | 72.9 |
| 142 |  $RTX | RTX Corp | $754,404 | 0.1% | +28% | 73.2 |
| 143 | — | ISHARES TR - MSCI USA QLT FCT | $750,923 | 0.1% | +10% | — |
| 144 |  $SNPS | SYNOPSYS INC | $723,079 | 0.1% | +7% | 67.9 |
| 145 |  $EW | Edwards Lifesciences Corp | $721,238 | 0.1% | +2% | 69.4 |
| 146 |  $ULTA | Ulta Beauty, Inc. | $712,999 | 0.1% | +3% | 67.3 |
| 147 |  $WFC | WELLS FARGO & COMPANY/MN | $712,605 | 0.1% | +49% | 61.8 |
| 148 |  $TFC | TRUIST FINANCIAL CORP | $712,376 | 0.1% | -17% | 76.4 |
| 149 |  $STBA | S&T BANCORP INC | $711,758 | 0.1% | +0% | 50.2 |
| 150 |  $VZ | VERIZON COMMUNICATIONS INC | $707,103 | 0.1% | +51% | 65.8 |
New Positions (69)
$COHR COHERENT CORP.$1.6M$INTC INTEL CORP$1.3M
$CB Chubb Ltd$686,258
$SYK STRYKER CORP$496,188
$OKTA Okta, Inc.$491,220
$HONA Honeywell Aerospace Inc.$490,355
$GLW CORNING INC /NY$488,129
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$448,836
$MGNI MAGNITE, INC.$378,974
$RMBS RAMBUS INC$370,743
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