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CIK: 0001720969
Total reported value
$1.1B
$1.1B
279 檔
24.8%
As reported in its official Q1 2026 Form 13F filing, Legacy Advisors, LLC's tracked investment portfolio stood at $1.1B with 279 total positions.
In Q1 2026, Legacy Advisors, LLC adopted a defensive or profit-taking posture, trimming 82 positions and completely liquidating 27 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including QLTY, IJR, IVV) accounted for 24.8% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 279 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 15.08% | -1.72% | +1.03% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.46% | +0.41% | +12.47% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.37% | -1.64% | -4.66% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.75% | -0.34% | -0.04% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.65% | +0.40% | -3.64% | |
| 6 | MTZ | Mastec Inc | Stock-Industrials | 3.56% | +1.27% | -75.32% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.55% | +3.50% | +116.03% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.06% | -0.11% | +0.11% | |
| 9 | GQGU | Gqg US Equity ETF | ETF-Other | 3.04% | -0.77% | +14.68% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.43% | -0.29% | +0.57% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.97% | -0.20% | +0.12% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.92% | +0.29% | -3.74% | |
| 13 | VERX | Vertex Inc - Class A | Stock-Other | 1.88% | -0.44% | -0.00% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.61% | +0.22% | -0.11% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.56% | -0.14% | +7.42% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.52% | +0.12% | -0.30% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.11% | +2.61% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.32% | -0.19% | -1.79% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | +0.22% | -2.56% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.16% | -0.11% | +0.06% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.15% | +0.02% | +2.19% | |
| 22 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.09% | -0.10% | — | |
| 23 | AMTM | Amentum Holdings Inc | Stock-Industrials | 1.07% | -0.22% | -7.64% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.05% | +0.05% | -2.11% | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.03% | -0.09% | — | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | -0.14% | +4.92% | |
| 27 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.96% | -0.16% | +176.79% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | -0.01% | -0.55% | |
| 29 | UBER | Uber Technologies Inc | Stock-Industrials | 0.85% | -0.12% | -0.05% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.80% | -0.06% | -1.03% | |
| 31 | BSY | Bentley Systems Inc-class B | Stock-Tech | 0.80% | -0.26% | +0.17% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.75% | -0.06% | +1.10% | |
| 33 | FULT | Fulton Financial CORP | Stock-Financials | 0.67% | -0.03% | — | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | -0.04% | +3.56% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.61% | -0.10% | +1.25% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.01% | -4.16% | |
| 37 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.58% | -0.14% | +1.03% | |
| 38 | EPD | Enterprise Products Partners | Stock-Energy | 0.53% | -0.12% | +0.72% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | -0.13% | -0.79% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.43% | -0.06% | -4.26% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.39% | -0.14% | -0.03% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | — | -2.72% | |
| 43 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.38% | -0.08% | +0.75% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.38% | +0.06% | +5.32% | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.37% | -0.06% | -0.53% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.37% | EXIT | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.30% | -0.02% | -8.48% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.30% | -0.06% | +9.51% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.29% | +0.07% | +7.04% | |
| 50 | WMB | Williams Cos Inc | Stock-Energy | 0.27% | -0.07% | -13.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +2% | +116.03% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +1% | +12.47% | Add |
| 3 | GQGU | Gqg US Equity ETF | +0.8% | +14.68% | Add |
| 4 | VYMI | Vanguard Int High Dvd Yld In | +0.7% | +176.79% | Add |
| 5 | QLTY | Gmo U.s. Quality ETF | +0.7% | +1.03% | Add |
| 6 | JNJ | Johnson & Johnson | +0.3% | +4.92% | Add |
| 7 | IWR | Ishares Russell Mid-cap ETF | +0.3% | +0.57% | Add |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +7.42% | Add |
| 9 | IWB | Ishares Russell 1000 ETF | +0.2% | -0.04% | Trim |
| 10 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +1.10% | Add |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.11% | Add |
| 12 | XOM | Exxon Mobil CORP | +0.1% | -0.95% | Trim |
| 13 | EPD | Enterprise Products Partners | +0.1% | +0.72% | Add |
| 14 | MDY | State Street Spdr S&p Midcap | +0.1% | +0.06% | Add |
| 15 | VUG | Vanguard Growth ETF | +0.1% | +54.45% | Add |
| 16 | VG | Venture Global Inc-cl A | +0.1% | +0.11% | Add |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +5.32% | Add |
| 18 | FULT | Fulton Financial CORP | +0.1% | — | Unchanged |
| 19 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +1.25% | Add |
| 20 | DFAC | Dimensional US Core Equity 2 | +0.1% | — | Unchanged |
| 21 | GLD | Spdr Gold Shares | +0.1% | -0.03% | Trim |
| 22 | BND | Vanguard Total Bond Market | +0.1% | +61.36% | Add |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.19% | Add |
| 24 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +9.51% | Add |
| 25 | AMAT | Applied Materials Inc | +0.1% | -2.02% | Trim |
| 26 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | -0.53% | Trim |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.79% | Trim |
| 28 | VIG | Vanguard Dividend Apprec ETF | 0% | +63.02% | Add |
| 29 | CVX | Chevron CORP | 0% | -7.08% | Trim |
| 30 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 31 | VTV | Vanguard Value ETF | 0% | +16.08% | Add |
| 32 | LRCX | Lam Research CORP | 0% | -1.17% | Trim |
| 33 | COST | Costco Wholesale CORP | 0% | -4.04% | Trim |
| 34 | EQIX | Equinix Inc | 0% | +1.54% | Add |
| 35 | ET | Energy Transfer LP | 0% | -6.58% | Trim |
| 36 | ASML | ASML Holding N.V. | 0% | -2.08% | Trim |
| 37 | NJR | New Jersey Resources CORP | 0% | — | Unchanged |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +12.01% | Add |
| 39 | VZ | Verizon Communications Inc | 0% | +7.62% | Add |
| 40 | MRK | Merck & Co. Inc. | 0% | -0.09% | Trim |
| 41 | WMT | Walmart Inc | 0% | +1.61% | Add |
| 42 | PEP | Pepsico Inc | 0% | -0.23% | Trim |
| 43 | WMB | Williams Cos Inc | 0% | -13.95% | Trim |
| 44 | XLK | Ss Technology Select Sector | 0% | -0.11% | Trim |
| 45 | AMTM | Amentum Holdings Inc | 0% | -7.64% | Trim |
| 46 | OEF | Ishares S&p 100 ETF | 0% | — | Unchanged |
| 47 | VO | Vanguard Mid-cap ETF | 0% | -4.26% | Trim |
| 48 | RSP | Invesco S&p 500 Equal Weight | 0% | +35.00% | Add |
| 49 | PFE | Pfizer Inc | 0% | +9.93% | Add |
| 50 | CAT | Caterpillar Inc | 0% | +0.72% | Add |
According to official SEC Form 13F filings, Legacy Advisors, LLC reported a total U.S. public equity portfolio value of $1.1B across 279 disclosed positions in Q1 2026.
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
BSV
市值: $722.2K
Top Position Liquidated / Trimmed
CVLC
前期市值: $9.7M
During Q1 2026, Legacy Advisors, LLC's top holdings by market value included QLTY (15.1%)、IJR (4.5%)、IVV (4.4%). The largest single position, QLTY, represented 15.1% of total portfolio value.
In Q1 2026, Legacy Advisors, LLC made 185 total portfolio adjustments, initiating 19 new buys, adding to 57 positions, trimming 82 holdings, and fully liquidating 27 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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