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CIK: 0001720969
Total reported value
$1.1B
$1.1B
288 檔
30.4%
According to the latest 13F quarterly dataset, Legacy Advisors, LLC managed an equity portfolio of $1.1B at the end of Q4 2025, spanning 288 distinct U.S. exchange-listed positions.
In Q4 2025, Legacy Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 288 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 14.43% | -1.72% | +11.06% | |
| 2 | MTZ | Mastec Inc | Stock-Industrials | 8.89% | +1.27% | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.38% | -1.64% | +54.88% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.70% | +0.40% | +7.97% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.58% | -0.34% | -0.30% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.49% | +0.41% | +20.37% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.92% | -0.11% | +0.51% | |
| 8 | VERX | Vertex Inc - Class A | Stock-Other | 2.88% | -0.44% | +0.00% | |
| 9 | GQGU | Gqg US Equity ETF | ETF-Other | 2.22% | -0.77% | +524.38% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.18% | -0.29% | -2.77% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.06% | -0.20% | +4.63% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.98% | +0.29% | +6.33% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.65% | -0.11% | +13.44% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.59% | +0.22% | +100.28% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.57% | +3.50% | +34.09% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | +0.12% | +9.47% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.38% | -0.14% | +126.24% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.28% | -0.19% | +6.69% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | +0.22% | +32.03% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.09% | +0.02% | +2.50% | |
| 21 | AMTM | Amentum Holdings Inc | Stock-Industrials | 1.05% | -0.22% | — | |
| 22 | CVLC | Calvert US L-c Cr Resp Index | ETF-Large Cap & Growth | 1.05% | — | — | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.03% | -0.11% | -6.87% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.01% | -0.10% | — | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.01% | -0.09% | -1.05% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.95% | +0.05% | +158.95% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | -0.01% | +18.22% | |
| 28 | UBER | Uber Technologies Inc | Stock-Industrials | 0.88% | -0.12% | +0.50% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.82% | -0.06% | -7.75% | |
| 30 | BSY | Bentley Systems Inc-class B | Stock-Tech | 0.80% | -0.26% | -0.01% | |
| 31 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.75% | -0.14% | -0.01% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.14% | +4.15% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.66% | -0.04% | +10.42% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | -0.01% | +9.89% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.60% | -0.06% | +0.37% | |
| 36 | FULT | Fulton Financial CORP | Stock-Financials | 0.59% | -0.03% | — | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.53% | -0.10% | — | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.44% | -0.13% | +3.36% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.41% | -0.06% | -1.84% | |
| 40 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.40% | -0.08% | +0.54% | |
| 41 | EPD | Enterprise Products Partners | Stock-Energy | 0.40% | -0.12% | +0.80% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | — | +6.47% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.33% | -0.14% | -41.59% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.32% | -0.06% | -2.76% | |
| 45 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.30% | -0.16% | — | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.30% | +0.06% | +16.36% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.30% | -0.02% | +10.86% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.28% | +0.07% | +34.62% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.26% | -0.07% | +8.09% | |
| 50 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.26% | -0.04% | +1.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GQGU | Gqg US Equity ETF | +1.8% | +524.38% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.2% | +54.88% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.7% | +126.24% | Add |
| 4 | VXUS | Vanguard Total Intl Stock | +0.5% | +158.95% | Add |
| 5 | QLTY | Gmo U.s. Quality ETF | +0.3% | +11.06% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +6.33% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.3% | +34.09% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +18.22% | Add |
| 9 | IJR | Ishares Core S&p Small-cap E | +0.2% | +20.37% | Add |
| 10 | NVDA | Nvidia CORP | +0.2% | +32.03% | Add |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +404.31% | Add |
| 12 | LLY | Eli Lilly & Co | +0.1% | +20.71% | Add |
| 13 | AVGO | Broadcom Inc | +0.1% | +34.62% | Add |
| 14 | MU | Micron Technology Inc | 0% | +15.03% | Add |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 0% | +16.36% | Add |
| 16 | ISRG | Intuitive Surgical Inc | 0% | +5.78% | Add |
| 17 | XLV | Ss Health Care Select Sector | 0% | +18.86% | Add |
| 18 | AAPL | Apple Inc | 0% | +7.97% | Add |
| 19 | JNJ | Johnson & Johnson | 0% | +4.15% | Add |
| 20 | AMZN | Amazon.com Inc | — | +9.47% | Add |
| 21 | TSLA | Tesla Inc | 0% | +10.42% | Add |
| 22 | JPM | Jpmorgan Chase & Co | 0% | +9.89% | Add |
| 23 | FISV | Fiserv Inc | -0.1% | +3.06% | Add |
| 24 | VG | Venture Global Inc-cl A | -0.1% | +0.24% | Add |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +6.69% | Add |
| 26 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +2.50% | Add |
| 27 | NNE | Nano Nuclear Energy Inc | -0.1% | — | Unchanged |
| 28 | MSFT | Microsoft CORP | -0.1% | +13.44% | Add |
| 29 | MELI | Mercadolibre Inc | -0.1% | +0.54% | Add |
| 30 | HIMS | Hims & Hers Health Inc | -0.2% | +0.06% | Add |
| 31 | IWF | Ishares Russell 1000 Growth | -0.2% | -7.75% | Trim |
| 32 | MDY | State Street Spdr S&p Midcap | -0.2% | -6.87% | Trim |
| 33 | GLD | Spdr Gold Shares | -0.3% | -41.59% | Trim |
| 34 | UBER | Uber Technologies Inc | -0.3% | +0.50% | Add |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | +0.51% | Add |
| 36 | IWR | Ishares Russell Mid-cap ETF | -0.4% | -2.77% | Trim |
| 37 | BSY | Bentley Systems Inc-class B | -0.4% | -0.01% | Trim |
| 38 | META | Meta Platforms Inc-class A | -0.5% | +4.63% | Add |
| 39 | IWB | Ishares Russell 1000 ETF | -0.5% | -0.30% | Trim |
| 40 | RBLX | Roblox CORP -class A | -0.7% | -0.01% | Trim |
| 41 | MTZ | Mastec Inc | -1.1% | — | Unchanged |
| 42 | VERX | Vertex Inc - Class A | -1.2% | +0.00% | Add |
| 43 | AMTM | Amentum Holdings Inc | — | NEW | New buy |
| 44 | CVLC | Calvert US L-c Cr Resp Index | — | NEW | New buy |
| 45 | USEP | Innovator U.s. Equity Ultra | — | NEW | New buy |
| 46 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 48 | BSEP | Innovator U.s. Equity Buffer | — | NEW | New buy |
| 49 | IWC | Ishares Micro-cap ETF | — | NEW | New buy |
| 50 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Legacy Advisors, LLC reported a total U.S. public equity portfolio value of $1.1B across 288 disclosed positions in Q4 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, MTZ, IVV) accounted for 30.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
AMTM
市值: $9.8M
Top Position Liquidated / Trimmed
IWB
前期市值: $32.7M
During Q4 2025, Legacy Advisors, LLC's top holdings by market value included QLTY (14.4%)、MTZ (8.9%)、IVV (4.4%). The largest single position, QLTY, represented 14.4% of total portfolio value.
In Q4 2025, Legacy Advisors, LLC made 48 total portfolio adjustments, initiating 8 new buys, adding to 33 positions, trimming 7 holdings, and fully liquidating 0 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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