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CIK: 0001720969
Total reported value
$1.1B
$1.1B
18 檔
0.5%
According to the latest 13F quarterly dataset, Legacy Advisors, LLC managed an equity portfolio of $1.1B at the end of Q2 2025, spanning 18 distinct U.S. exchange-listed positions.
In Q2 2025, Legacy Advisors, LLC adopted a defensive or profit-taking posture, trimming 16 positions and completely liquidating 34 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 41.13% | -1.72% | — | |
| 2 | VERX | Vertex Inc - Class A | Stock-Other | 21.23% | -0.44% | -96.41% | |
| 3 | MTZ | Mastec Inc | Stock-Industrials | 10.17% | +1.27% | -85.88% | |
| 4 | FULT | Fulton Financial CORP | Stock-Financials | 4.44% | -0.03% | -98.20% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.77% | -0.10% | -96.42% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.54% | -0.29% | -91.05% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.51% | +0.41% | -88.74% | |
| 8 | BSY | Bentley Systems Inc-class B | Stock-Tech | 3.06% | -0.26% | -94.60% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.87% | +0.40% | -87.10% | |
| 10 | UBER | Uber Technologies Inc | Stock-Industrials | 1.73% | -0.12% | -91.46% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.42% | -0.34% | -66.30% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | +0.12% | -85.66% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 0.81% | +0.22% | -75.29% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | -0.11% | -39.17% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | -1.64% | -37.95% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.20% | -42.06% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.11% | -80.68% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +3.50% | -45.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VERX | Vertex Inc - Class A | +16.5% | -96.41% | Trim |
| 2 | FULT | Fulton Financial CORP | +3.9% | -98.20% | Trim |
| 3 | BSY | Bentley Systems Inc-class B | +2.3% | -94.60% | Trim |
| 4 | IWR | Ishares Russell Mid-cap ETF | +1.5% | -91.05% | Trim |
| 5 | IJR | Ishares Core S&p Small-cap E | +1.2% | -88.74% | Trim |
| 6 | MTZ | Mastec Inc | +0.8% | -85.88% | Trim |
| 7 | UBER | Uber Technologies Inc | +0.8% | -91.46% | Trim |
| 8 | XLK | Ss Technology Select Sector | -0.3% | -75.29% | Trim |
| 9 | VYM | Vanguard High Dvd Yield ETF | -0.4% | EXIT | Sold out |
| 10 | ZTS | Zoetis Inc | -0.4% | EXIT | Sold out |
| 11 | PG | Procter & Gamble Co/the | -0.4% | EXIT | Sold out |
| 12 | HD | Home Depot Inc | -0.4% | EXIT | Sold out |
| 13 | INTU | Intuit Inc | -0.4% | EXIT | Sold out |
| 14 | SYK | Stryker CORP | -0.4% | EXIT | Sold out |
| 15 | BEKE | Ke Holdings Inc-adr | -0.5% | EXIT | Sold out |
| 16 | OMAB | Grupo Aeroportuario Cen-adr | -0.5% | EXIT | Sold out |
| 17 | APH | Amphenol Corp-cl A | -0.5% | EXIT | Sold out |
| 18 | CVX | Chevron CORP | -0.5% | EXIT | Sold out |
| 19 | LLY | Eli Lilly & Co | -0.5% | EXIT | Sold out |
| 20 | ABBV | Abbvie Inc | -0.5% | EXIT | Sold out |
| 21 | V | Visa Inc-class A Shares | -0.5% | EXIT | Sold out |
| 22 | VXUS | Vanguard Total Intl Stock | -0.5% | EXIT | Sold out |
| 23 | IWF | Ishares Russell 1000 Growth | -0.5% | EXIT | Sold out |
| 24 | XOM | Exxon Mobil CORP | -0.5% | EXIT | Sold out |
| 25 | RBLX | Roblox CORP -class A | -0.5% | EXIT | Sold out |
| 26 | ACN | Accenture plc | -0.5% | EXIT | Sold out |
| 27 | ABT | Abbott Laboratories | -0.6% | EXIT | Sold out |
| 28 | TSLA | Tesla Inc | -0.6% | EXIT | Sold out |
| 29 | MA | Mastercard Inc - A | -0.6% | EXIT | Sold out |
| 30 | UNH | Unitedhealth Group Inc | -0.6% | EXIT | Sold out |
| 31 | MCD | Mcdonald's CORP | -0.6% | EXIT | Sold out |
| 32 | JPM | Jpmorgan Chase & Co | -0.7% | EXIT | Sold out |
| 33 | GOOG | Alphabet Inc-cl C | -0.7% | EXIT | Sold out |
| 34 | MRSH | Marsh & Mclennan Cos | -0.7% | EXIT | Sold out |
| 35 | QQQ | Invesco Qqq Trust Series 1 | -0.8% | EXIT | Sold out |
| 36 | AMZN | Amazon.com Inc | -0.8% | -85.66% | Trim |
| 37 | OEF | Ishares S&p 100 ETF | -0.8% | EXIT | Sold out |
| 38 | JNJ | Johnson & Johnson | -0.9% | EXIT | Sold out |
| 39 | VOO | Vanguard S&p 500 ETF | -0.9% | -45.73% | Trim |
| 40 | MDY | State Street Spdr S&p Midcap | -0.9% | EXIT | Sold out |
| 41 | GOOGL | Alphabet Inc-cl A | -1.3% | EXIT | Sold out |
| 42 | NVDA | Nvidia CORP | -1.4% | EXIT | Sold out |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -1.4% | EXIT | Sold out |
| 44 | IWB | Ishares Russell 1000 ETF | -1.4% | -66.30% | Trim |
| 45 | IVV | Ishares Core S&p 500 ETF | -1.6% | -37.95% | Trim |
| 46 | META | Meta Platforms Inc-class A | -1.7% | -42.06% | Trim |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.7% | -39.17% | Trim |
| 48 | MSFT | Microsoft CORP | -2.1% | -80.68% | Trim |
| 49 | AAPL | Apple Inc | -2.4% | -87.10% | Trim |
| 50 | JGRW | Jensen Quality Growth ETF | -4.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Legacy Advisors, LLC reported a total U.S. public equity portfolio value of $1.1B across 18 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QLTY, VERX, MTZ) accounted for 0.5% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
JGRW
前期市值: $42.5M
During Q2 2025, Legacy Advisors, LLC's top holdings by market value included QLTY (41.1%)、VERX (21.2%)、MTZ (10.2%). The largest single position, QLTY, represented 41.1% of total portfolio value.
In Q2 2025, Legacy Advisors, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 16 holdings, and fully liquidating 34 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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