Legacy Wealth Advisors, LLC
13F Reported Value
ⓘ$231.0M
Holdings
148
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - 0-3 MTH TREASURY
—Quality
$53.1M527,772 shJ P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
—Quality
$15.9M313,432 sh- —
Quality
$15.4M20,605 sh - 73.8
Quality
$14.2M19 sh - 76.4
Quality
$7.3M25,062 sh - 85.9
Quality
$7.2M35,772 sh AB ACTIVE ETFS INC - CONSERVATIVE
—Quality
$6.9M162,428 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$6.7M18,035 sh- 68.7
Quality
$5.1M21,371 sh - 78.2
Quality
$5.1M14,172 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - 0-3 MTH TREASURY | — | $53.1M | 527,772 |
| J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $15.9M | 313,432 |
 SPDR S&P 500 ETF TRUST$SPY | — | $15.4M | 20,605 |
 BERKSHIRE HATHAWAY INC$BRK.A | 73.8 | $14.2M | 19 |
 Apple Inc.$AAPL | 76.4 | $7.3M | 25,062 |
 NVIDIA CORP$NVDA | 85.9 | $7.2M | 35,772 |
| AB ACTIVE ETFS INC - CONSERVATIVE | — | $6.9M | 162,428 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $6.7M | 18,035 |
 AMAZON COM INC$AMZN | 68.7 | $5.1M | 21,371 |
 Alphabet Inc.$GOOG | 78.2 | $5.1M | 14,172 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Legacy Wealth Advisors, LLC's 148 positions.
Showing top 10 of 148 holdings.
Sector Allocation
Other
$134.1M
Technology
$46.6M
Financials
$23.0M
Industrials
$8.1M
Consumer Discretionary
$6.9M
Healthcare
$4.9M
Energy
$3.4M
Consumer Staples
$1.6M
Full Holdings — Legacy Wealth Advisors, LLC (Q2 2026)
All 148 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 - 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 | $SPY | SPDR S&P 500 ETF TRUST | $15.4M | 6.7% | -22% | — |
| 4 | $BRK.A | BERKSHIRE HATHAWAY INC | $14.2M | 6.2% | +0% | 73.8 |
| 5 | $AAPL | Apple Inc. | $7.3M | 3.1% | +11% | 76.4 |
| 6 | $NVDA | NVIDIA CORP | $7.2M | 3.1% | +27% | 85.9 |
| 7 | — | AB ACTIVE ETFS INC - CONSERVATIVE | $6.9M | 3.0% | -0% | — |
| 8 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $6.7M | 2.9% | -1% | — |
| 9 | $AMZN | AMAZON COM INC | $5.1M | 2.2% | +32% | 68.7 |
| 10 | $GOOG | Alphabet Inc. | $5.1M | 2.2% | +37% | 78.2 |
| 11 |  $MSFT | MICROSOFT CORP | $4.9M | 2.1% | +30% | 79.8 |
| 12 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $4.0M | 1.8% | -9% | — |
| 13 | — | AB ACTIVE ETFS INC - TAX AWARE SHRT | $3.4M | 1.5% | +295% | — |
| 14 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $3.2M | 1.4% | +23% | — |
| 15 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.7M | 1.2% | +0% | — |
| 16 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $2.6M | 1.1% | +0% | — |
| 17 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $2.4M | 1.0% | NEW | — |
| 18 |  $AVGO | Broadcom Inc. | $2.3M | 1.0% | +17% | 84.5 |
| 19 |  $TSLA | Tesla, Inc. | $2.3M | 1.0% | -3% | 53.9 |
| 20 |  $META | Meta Platforms, Inc. | $2.0M | 0.9% | +3% | 79.6 |
| 21 |  $BXSL | Blackstone Secured Lending Fund | $1.9M | 0.8% | +2% | — |
| 22 | — | ISHARES TR - TRUST ISHARE 0-1 | $1.9M | 0.8% | +1% | — |
| 23 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.9M | 0.8% | -22% | — |
| 24 | — | ISHARES TR - CORE DIV GRWTH | $1.8M | 0.8% | +0% | — |
| 25 |  $MU | MICRON TECHNOLOGY INC | $1.6M | 0.7% | +45% | 86.2 |
| 26 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.5M | 0.6% | +0% | — |
| 27 |  $GOOGL | Alphabet Inc. | $1.4M | 0.6% | +37% | 78.2 |
| 28 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.3M | 0.6% | -10% | 73.8 |
| 29 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $1.2M | 0.5% | +1% | — |
| 30 | — | AB ACTIVE ETFS INC - EMER MKTS OP ETF | $1.1M | 0.5% | +81% | — |
| 31 |  $V | VISA INC. | $1.1M | 0.5% | +16% | 82.9 |
| 32 |  $AMD | ADVANCED MICRO DEVICES INC | $1.1M | 0.5% | NEW | 79.8 |
| 33 |  $JPM | JPMORGAN CHASE & CO | $1.0M | 0.5% | +13% | 70.7 |
| 34 |  $LLY | ELI LILLY & Co | $1.0M | 0.4% | +21% | 87.5 |
| 35 | — | AB ACTIVE ETFS INC - ULTRA SHORT INCM | $991,044 | 0.4% | -75% | — |
| 36 | — | SIMPLIFY EXCHANGE TRADED FUN - MBS ETF | $940,676 | 0.4% | +0% | — |
| 37 | — | J P MORGAN EXCHANGE TRADED F - BETABULDRS JAPAN | $895,361 | 0.4% | +0% | — |
| 38 |  $ASML | ASML HOLDING NV | $859,439 | 0.4% | +17% | — |
| 39 |  $UNH | UNITEDHEALTH GROUP INC | $856,614 | 0.4% | +28% | 62.7 |
| 40 |  $AMAT | APPLIED MATERIALS INC /DE | $851,694 | 0.4% | +25% | 72.3 |
| 41 |  $XOM.R34088 | EXXON MOBIL CORP | $819,774 | 0.3% | +37% | 57.9 |
| 42 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $817,607 | 0.3% | +0% | — |
| 43 |  $KBDC | Kayne Anderson BDC, Inc. | $799,475 | 0.3% | +0% | — |
| 44 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $758,492 | 0.3% | +24% | — |
| 45 |  $INTC | INTEL CORP | $752,327 | 0.3% | NEW | 45.6 |
| 46 |  $KLAC | KLA CORP | $737,078 | 0.3% | +926% | 78.6 |
| 47 | — | VANGUARD WORLD FD - INF TECH ETF | $722,857 | 0.3% | +700% | — |
| 48 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $722,564 | 0.3% | +2% | — |
| 49 |  $BAC | BANK OF AMERICA CORP /DE/ | $714,302 | 0.3% | +44% | 67.6 |
| 50 |  $SOC | Sable Offshore Corp. | $617,078 | 0.3% | +100% | — |
| 51 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $611,735 | 0.3% | -13% | — |
| 52 |  $WMT | Walmart Inc. | $609,453 | 0.3% | +38% | 60.2 |
| 53 |  $CSCO | CISCO SYSTEMS, INC. | $602,923 | 0.3% | +72% | 70.3 |
| 54 |  $MA | Mastercard Inc | $602,453 | 0.3% | +178% | 85.1 |
| 55 |  $JNJ | JOHNSON & JOHNSON | $594,036 | 0.3% | +44% | 69 |
| 56 |  $GEV | GE Vernova Inc. | $592,717 | 0.3% | +11% | 81.1 |
| 57 |  $GE | GENERAL ELECTRIC CO | $571,434 | 0.3% | +3% | 73.8 |
| 58 |  $PANW | Palo Alto Networks Inc | $552,112 | 0.2% | NEW | 65.5 |
| 59 |  $CAT | CATERPILLAR INC | $497,309 | 0.2% | +15% | 66.5 |
| 60 |  $MRK | Merck & Co., Inc. | $494,468 | 0.2% | +58% | 59.9 |
| 61 |  $PGR | PROGRESSIVE CORP/OH/ | $488,892 | 0.2% | +56% | 80.1 |
| 62 |  $COST | COSTCO WHOLESALE CORP /NEW | $487,380 | 0.2% | +29% | 66.2 |
| 63 |  $DIS | Walt Disney Co | $474,513 | 0.2% | NEW | 60.1 |
| 64 |  $LRCX | LAM RESEARCH CORP | $462,797 | 0.2% | -3% | 79.4 |
| 65 |  $ABBV | AbbVie Inc. | $457,734 | 0.2% | +22% | 72.6 |
| 66 |  $KO | COCA COLA CO | $456,819 | 0.2% | +40% | 69.5 |
| 67 | — | J P MORGAN EXCHANGE TRADED F - BETA CDA ETF NEW | $447,201 | 0.2% | +0% | — |
| 68 | — | AB ACTIVE ETFS INC - DISRUPTORS ETF | $442,583 | 0.2% | NEW | — |
| 69 |  $RTX | RTX Corp | $433,723 | 0.2% | +28% | 73.2 |
| 70 |  $IBKR | Interactive Brokers Group, Inc. | $418,054 | 0.2% | +1% | 77 |
| 71 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $405,956 | 0.2% | +0% | — |
| 72 |  $LIN | LINDE PLC | $404,774 | 0.2% | +53% | — |
| 73 |  $HD | HOME DEPOT, INC. | $402,761 | 0.2% | +21% | 60.3 |
| 74 | — | VANGUARD WORLD FD - COMM SRVC ETF | $387,399 | 0.2% | -29% | — |
| 75 |  $PLTR | Palantir Technologies Inc. | $371,011 | 0.2% | +38% | 84.6 |
| 76 |  $WFC | WELLS FARGO & COMPANY/MN | $369,732 | 0.2% | +3% | 61.8 |
| 77 |  $PM | Philip Morris International Inc. | $359,650 | 0.2% | +28% | 75.9 |
| 78 |  $CRWD | CrowdStrike Holdings, Inc. | $354,097 | 0.1% | NEW | 67.7 |
| 79 |  $MRVL | Marvell Technology, Inc. | $350,915 | 0.1% | NEW | 76.5 |
| 80 |  $APH | AMPHENOL CORP /DE/ | $349,643 | 0.1% | NEW | 79.3 |
| 81 | — | ARK ETF TR - INNOVATION ETF | $343,485 | 0.1% | +0% | — |
| 82 |  $TXN | TEXAS INSTRUMENTS INC | $341,291 | 0.1% | NEW | 73.4 |
| 83 |  $PLD | Prologis, Inc. | $339,895 | 0.1% | -6% | 68.3 |
| 84 |  $HWM | Howmet Aerospace Inc. | $338,495 | 0.1% | +40% | 73.9 |
| 85 |  $TER | TERADYNE, INC | $336,269 | 0.1% | NEW | 77.3 |
| 86 |  $MS | MORGAN STANLEY | $335,719 | 0.1% | +18% | 75.8 |
| 87 |  $CVX | CHEVRON CORP | $332,847 | 0.1% | +1% | 62.8 |
| 88 |  $STX | Seagate Technology Holdings plc | $329,065 | 0.1% | NEW | — |
| 89 |  $MO | ALTRIA GROUP, INC. | $325,214 | 0.1% | +6% | 67.4 |
| 90 |  $NDSN | NORDSON CORP | $322,809 | 0.1% | +19% | 69.2 |
| 91 |  $ETN | Eaton Corp plc | $322,573 | 0.1% | NEW | — |
| 92 |  $NVS | NOVARTIS AG | $320,179 | 0.1% | +15% | — |
| 93 |  $EOG | EOG RESOURCES INC | $318,747 | 0.1% | +69% | 71.9 |
| 94 |  $PG | PROCTER & GAMBLE Co | $318,063 | 0.1% | +31% | 64.6 |
| 95 |  $ORCL | ORACLE CORP | $314,057 | 0.1% | -69% | 66.2 |
| 96 | — | J P MORGAN EXCHANGE TRADED F - BETA DEVE EX ETF | $313,719 | 0.1% | +0% | — |
| 97 |  $TDY | TELEDYNE TECHNOLOGIES INC | $311,443 | 0.1% | NEW | 67.2 |
| 98 |  $SNDK | Sandisk Corp | $306,954 | 0.1% | NEW | 87.7 |
| 99 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $306,637 | 0.1% | NEW | 72.6 |
| 100 |  $ULS | UL Solutions Inc. | $305,071 | 0.1% | NEW | 65.2 |
| 101 |  $TJX | TJX COMPANIES INC /DE/ | $302,849 | 0.1% | -36% | 68.7 |
| 102 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $302,301 | 0.1% | +1% | 70 |
| 103 |  $ET | Energy Transfer LP | $294,774 | 0.1% | +9% | 64.4 |
| 104 |  $DE | DEERE & CO | $291,792 | 0.1% | NEW | 55.4 |
| 105 |  $C | CITIGROUP INC | $288,738 | 0.1% | NEW | 65 |
| 106 |  $SCHW | SCHWAB CHARLES CORP | $287,606 | 0.1% | +32% | 79.4 |
| 107 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $284,773 | 0.1% | -44% | 65.1 |
| 108 |  $COF | CAPITAL ONE FINANCIAL CORP | $283,075 | 0.1% | NEW | 62.4 |
| 109 |  $WRB | BERKLEY W R CORP | $272,669 | 0.1% | +22% | 68.6 |
| 110 |  $SHEL | Shell plc | $271,856 | 0.1% | -3% | — |
| 111 | — | ISHARES TR - CORE MSCI EURO | $270,537 | 0.1% | +0% | — |
| 112 |  $MET | METLIFE INC | $268,045 | 0.1% | NEW | 56.2 |
| 113 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $267,388 | 0.1% | +13% | 62.9 |
| 114 |  $MCHP | MICROCHIP TECHNOLOGY INC | $261,744 | 0.1% | NEW | 52.9 |
| 115 |  $MPLX | MPLX LP | $260,639 | 0.1% | -5% | 70 |
| 116 |  $ZWS | Zurn Elkay Water Solutions Corp | $254,924 | 0.1% | +10% | 59.7 |
| 117 |  $DELL | Dell Technologies Inc. | $252,405 | 0.1% | NEW | 71.2 |
| 118 |  $ANET | Arista Networks, Inc. | $251,083 | 0.1% | NEW | 81.9 |
| 119 |  $SYF | Synchrony Financial | $250,053 | 0.1% | +6% | 64 |
| 120 |  $EBAY | EBAY INC | $248,085 | 0.1% | -15% | 66.4 |
| 121 |  $TDG | TransDigm Group INC | $247,760 | 0.1% | NEW | 68 |
| 122 |  $URI | UNITED RENTALS, INC. | $245,838 | 0.1% | NEW | 63.9 |
| 123 |  $SPGI | S&P Global Inc. | $242,320 | 0.1% | +10% | 76.1 |
| 124 |  $AMGN | AMGEN INC | $240,448 | 0.1% | +11% | 79.2 |
| 125 |  $AXP | AMERICAN EXPRESS CO | $239,820 | 0.1% | NEW | 69.4 |
| 126 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $238,928 | 0.1% | NEW | 75.4 |
| 127 |  $HSBC | HSBC HOLDINGS PLC | $238,867 | 0.1% | NEW | — |
| 128 |  $ABT | ABBOTT LABORATORIES | $234,473 | 0.1% | +31% | 65.5 |
| 129 |  $MSI | Motorola Solutions, Inc. | $234,224 | 0.1% | NEW | 71.8 |
| 130 |  $VZ | VERIZON COMMUNICATIONS INC | $232,193 | 0.1% | NEW | 65.8 |
| 131 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $232,030 | 0.1% | +0% | 61.4 |
| 132 |  $RBC | RBC Bearings INC | $230,574 | 0.1% | NEW | 66.8 |
| 133 |  $CARR | CARRIER GLOBAL Corp | $228,339 | 0.1% | NEW | 56.6 |
| 134 |  $CSX | CSX CORP | $225,578 | 0.1% | NEW | 65.2 |
| 135 |  $GM | General Motors Co | $223,378 | 0.1% | NEW | 54.3 |
| 136 |  $SYK | STRYKER CORP | $222,278 | 0.1% | NEW | 72.1 |
| 137 |  $SUN | Sunoco LP | $221,670 | 0.1% | +0% | 63.6 |
| 138 |  $AZN | ASTRAZENECA PLC | $219,290 | 0.1% | -22% | — |
| 139 |  $TMUS | T-Mobile US, Inc. | $218,553 | 0.1% | NEW | 69.1 |
| 140 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $218,076 | 0.1% | NEW | 66.8 |
| 141 |  $NET | Cloudflare, Inc. | $215,602 | 0.1% | NEW | 56.4 |
| 142 |  $ZBRA | ZEBRA TECHNOLOGIES CORP | $213,504 | 0.1% | NEW | 67.5 |
| 143 |  $BA | BOEING CO | $211,059 | 0.1% | NEW | 61.6 |
| 144 |  $NEE | NEXTERA ENERGY INC | $206,787 | 0.1% | NEW | 64.6 |
| 145 |  $QCOM | QUALCOMM INC/DE | $203,085 | 0.1% | NEW | 70.5 |
| 146 |  $WDC | WESTERN DIGITAL CORP | $201,197 | 0.1% | NEW | 80.7 |
| 147 |  $HLN | Haleon plc | $102,099 | 0.0% | NEW | — |
| 148 |  $LYG | Lloyds Banking Group plc | $79,108 | 0.0% | NEW | — |
New Positions (46)
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$2.4M$AMD ADVANCED MICRO DEVICES INC$1.1M$INTC INTEL CORP$752,327$PANW Palo Alto Networks Inc$552,112$DIS Walt Disney Co$474,513$CRWD CrowdStrike Holdings, Inc.$354,097$MRVL Marvell Technology, Inc.$350,915$APH AMPHENOL CORP /DE/$349,643$TXN TEXAS INSTRUMENTS INC$341,291$TER TERADYNE, INC$336,269$STX Seagate Technology Holdings plc$329,065$ETN Eaton Corp plc$322,573$TDY TELEDYNE TECHNOLOGIES INC$311,443$SNDK Sandisk Corp$306,954
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