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CIK: 0001720969
Total reported value
$1.1B
$1.1B
250 檔
27.2%
In Q3 2025, Legacy Advisors, LLC's U.S. equity holdings reached a combined market value of $1.1B, distributed across 250 disclosed stock positions.
In Q3 2025, Legacy Advisors, LLC adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 9 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including QLTY, MTZ, VERX) accounted for 27.2% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 250 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 14.09% | -1.72% | +3427.37% | |
| 2 | MTZ | Mastec Inc | Stock-Industrials | 10.00% | +1.27% | +247.06% | |
| 3 | VERX | Vertex Inc - Class A | Stock-Other | 4.11% | -0.44% | +2730.08% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.04% | -0.34% | +194.02% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.69% | +0.40% | +382.31% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.29% | +0.41% | +823.98% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.26% | -0.11% | +61.83% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.17% | -1.64% | +59.85% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.59% | -0.29% | +953.31% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.52% | -0.20% | +34.49% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | -0.11% | +127.15% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 1.79% | +0.22% | +294.96% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.67% | +0.29% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | +0.12% | +352.87% | |
| 15 | RBLX | Roblox CORP -class A | Stock-Comm Services | 1.48% | -0.14% | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.38% | -0.19% | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | +3.50% | +34.81% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.26% | -0.11% | — | |
| 19 | BSY | Bentley Systems Inc-class B | Stock-Tech | 1.23% | -0.26% | +1755.02% | |
| 20 | UBER | Uber Technologies Inc | Stock-Industrials | 1.20% | -0.12% | +877.36% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.19% | +0.02% | — | |
| 22 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.14% | -0.09% | — | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.14% | -0.10% | +2690.16% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.02% | +0.22% | — | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.01% | -0.06% | — | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.14% | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.69% | -0.14% | — | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.69% | -0.06% | — | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | -0.01% | — | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | -0.04% | — | |
| 31 | FULT | Fulton Financial CORP | Stock-Financials | 0.65% | -0.03% | +5443.36% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.01% | — | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.60% | -0.10% | — | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.59% | -0.14% | — | |
| 35 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.54% | -0.08% | — | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.49% | -0.06% | — | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | -0.13% | — | |
| 38 | EPD | Enterprise Products Partners | Stock-Energy | 0.45% | -0.12% | — | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | — | — | |
| 40 | GQGU | Gqg US Equity ETF | ETF-Other | 0.42% | -0.77% | — | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.41% | +0.05% | — | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.39% | -0.06% | — | |
| 43 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.36% | +0.04% | — | |
| 44 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.33% | -0.16% | — | |
| 45 | VB | Vanguard Small-cap ETF | ETF-Other | 0.30% | -0.02% | — | |
| 46 | WMB | Williams Cos Inc | Stock-Energy | 0.30% | -0.07% | — | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.30% | -0.07% | — | |
| 48 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.29% | -0.04% | — | |
| 49 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.28% | -0.06% | — | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.27% | +0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | +1.2% | +194.02% | Trim |
| 2 | DFAC | Dimensional US Core Equity 2 | +1.1% | +2690.16% | Unchanged |
| 3 | IJR | Ishares Core S&p Small-cap E | +1% | +823.98% | Add |
| 4 | RBLX | Roblox CORP -class A | +1% | — | Trim |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +61.83% | Trim |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.9% | +59.85% | Trim |
| 7 | MTZ | Mastec Inc | +0.7% | +247.06% | Trim |
| 8 | XLK | Ss Technology Select Sector | +0.7% | +294.96% | Trim |
| 9 | IWF | Ishares Russell 1000 Growth | +0.5% | — | Add |
| 10 | BSY | Bentley Systems Inc-class B | +0.5% | +1755.02% | Add |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | — | Add |
| 12 | NNE | Nano Nuclear Energy Inc | +0.3% | — | Unchanged |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Trim |
| 14 | MCD | Mcdonald's CORP | -0.1% | — | Trim |
| 15 | JNJ | Johnson & Johnson | -0.2% | — | Trim |
| 16 | AMZN | Amazon.com Inc | -0.2% | +352.87% | Trim |
| 17 | TXN | Texas Instruments Inc | -0.2% | — | Trim |
| 18 | WM | Waste Management Inc | -0.2% | — | Trim |
| 19 | KO | Coca-cola Co/the | -0.2% | — | Trim |
| 20 | KLAC | Kla CORP | -0.2% | — | Trim |
| 21 | ABT | Abbott Laboratories | -0.3% | — | Trim |
| 22 | XOM | Exxon Mobil CORP | -0.3% | — | Trim |
| 23 | VRSK | Verisk Analytics Inc | -0.3% | — | Trim |
| 24 | APH | Amphenol Corp-cl A | -0.3% | — | Trim |
| 25 | V | Visa Inc-class A Shares | -0.3% | — | Trim |
| 26 | HD | Home Depot Inc | -0.3% | — | Trim |
| 27 | LLY | Eli Lilly & Co | -0.3% | — | Trim |
| 28 | PM | Philip Morris International | -0.3% | — | Trim |
| 29 | PG | Procter & Gamble Co/the | -0.3% | — | Trim |
| 30 | CVX | Chevron CORP | -0.3% | — | Trim |
| 31 | NVDA | Nvidia CORP | -0.4% | — | Trim |
| 32 | INTU | Intuit Inc | -0.4% | — | Trim |
| 33 | MA | Mastercard Inc - A | -0.4% | — | Trim |
| 34 | UNH | Unitedhealth Group Inc | -0.6% | — | Trim |
| 35 | AAPL | Apple Inc | -0.6% | +382.31% | Trim |
| 36 | MRSH | Marsh & Mclennan Cos | -0.6% | — | Trim |
| 37 | VERX | Vertex Inc - Class A | -0.7% | +2730.08% | Add |
| 38 | MSFT | Microsoft CORP | -0.7% | +127.15% | Trim |
| 39 | QLTY | Gmo U.s. Quality ETF | — | NEW | New buy |
| 40 | JGRW | Jensen Quality Growth ETF | — | EXIT | Sold out |
| 41 | ACN | Accenture plc | — | EXIT | Sold out |
| 42 | BEKE | Ke Holdings Inc-adr | — | EXIT | Sold out |
| 43 | OMAB | Grupo Aeroportuario Cen-adr | — | EXIT | Sold out |
| 44 | SYK | Stryker CORP | — | EXIT | Sold out |
| 45 | ZTS | Zoetis Inc | — | EXIT | Sold out |
| 46 | GQGU | Gqg US Equity ETF | — | NEW | New buy |
| 47 | ADP | Automatic Data Processing | — | EXIT | Sold out |
| 48 | VYMI | Vanguard Int High Dvd Yld In | — | NEW | New buy |
| 49 | BR | Broadridge Financial Solutio | — | EXIT | Sold out |
| 50 | T | At&t Inc | — | 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 250 disclosed positions in Q3 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.
Top New Position Initiated
QLTY
市值: $114.1M
Top Position Liquidated / Trimmed
JGRW
前期市值: $42.5M
During Q3 2025, Legacy Advisors, LLC's top holdings by market value included QLTY (14.1%)、MTZ (10.0%)、VERX (4.1%). The largest single position, QLTY, represented 14.1% of total portfolio value.
In Q3 2025, Legacy Advisors, LLC made 48 total portfolio adjustments, initiating 3 new buys, adding to 5 positions, trimming 31 holdings, and fully liquidating 9 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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