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CIK: 0001720969
Total reported value
$1.1B
$1.1B
337 檔
34.8%
During the Q2 2026 filing period, Legacy Advisors, LLC (CIK: 0001720969) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 337 reported positions.
In Q2 2026, Legacy Advisors, LLC displayed an active expansion posture, initiating 66 new positions and adding to 90 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 337 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 13.36% | +0.46% | -2.78% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.05% | +2.49% | +118.35% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.87% | +0.20% | +15.63% | |
| 4 | MTZ | Mastec Inc | Stock-Industrials | 4.83% | -1.83% | +32.17% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.05% | +0.56% | +22.77% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.41% | +0.13% | -0.01% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.95% | +0.54% | +5.89% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.73% | +0.65% | -31.23% | |
| 9 | GQGU | Gqg US Equity ETF | ETF-Other | 2.27% | +0.26% | +0.04% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.21% | -0.22% | +16.65% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.14% | -0.04% | -2.25% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 1.83% | +0.09% | +0.01% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.77% | +0.47% | +15.51% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.64% | -0.32% | +19.40% | |
| 15 | VERX | Vertex Inc - Class A | Stock-Other | 1.44% | +0.07% | +0.00% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.42% | -0.18% | -0.43% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | +0.07% | +30.58% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.31% | +0.28% | +15.70% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.17% | +0.03% | +0.56% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | -0.02% | +3.51% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.10% | -0.24% | +19.45% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.05% | -0.05% | +0.04% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.99% | +0.08% | — | |
| 24 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.94% | +0.06% | — | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | -0.10% | +1.33% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | -0.39% | +4.51% | |
| 27 | AMTM | Amentum Holdings Inc | Stock-Industrials | 0.85% | -0.85% | EXIT | |
| 28 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.80% | +0.04% | — | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.74% | +0.12% | +300.00% | |
| 30 | UBER | Uber Technologies Inc | Stock-Industrials | 0.73% | -0.05% | +8.90% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.69% | +0.05% | +12.95% | |
| 32 | MU | Micron Technology Inc | Stock-Tech | 0.67% | -0.04% | +335.05% | |
| 33 | FULT | Fulton Financial CORP | Stock-Financials | 0.64% | -0.04% | — | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.58% | -0.14% | +3.86% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.30% | +12.06% | |
| 36 | BSY | Bentley Systems Inc-class B | Stock-Tech | 0.54% | +0.05% | +0.13% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.51% | +0.01% | — | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.44% | -0.02% | +3.72% | |
| 39 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.43% | -0.09% | -1.70% | |
| 40 | EPD | Enterprise Products Partners | Stock-Energy | 0.41% | — | +0.68% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | -0.28% | +8.68% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.37% | -0.01% | +286.62% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | — | +28.34% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.36% | -0.34% | +8.04% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.33% | -0.13% | +699.22% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.31% | — | +2.61% | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.31% | +0.10% | +39.01% | |
| 48 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.30% | +0.01% | -0.05% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.28% | — | +1.02% | |
| 50 | AMAT | Applied Materials Inc | Stock-Tech | 0.27% | -0.08% | +2.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +3.5% | +118.35% | Add |
| 2 | MTZ | Mastec Inc | +1.3% | +32.17% | Add |
| 3 | MU | Micron Technology Inc | +0.6% | +335.05% | Add |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.4% | +15.63% | Add |
| 5 | AAPL | Apple Inc | +0.4% | +22.77% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +16.65% | Add |
| 7 | XLK | Ss Technology Select Sector | +0.2% | +0.01% | Add |
| 8 | NVDA | Nvidia CORP | +0.2% | +30.58% | Add |
| 9 | IEF | Ishares 7-10 Year Treasury B | +0.2% | NEW | New buy |
| 10 | COHR | Coherent CORP | +0.2% | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | +0.1% | +19.40% | Add |
| 12 | AMD | Advanced Micro Devices | +0.1% | +22.21% | Add |
| 13 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 14 | APH | Amphenol Corp-cl A | +0.1% | +39.01% | Add |
| 15 | AMAT | Applied Materials Inc | +0.1% | +2.37% | Add |
| 16 | AMLP | Alerian Mlp ETF | +0.1% | NEW | New buy |
| 17 | LRCX | Lam Research CORP | +0.1% | +5.76% | Add |
| 18 | ASML | ASML Holding N.V. | +0.1% | +59.26% | Add |
| 19 | MRVL | Marvell Technology Inc | +0.1% | +20.41% | Add |
| 20 | VCIT | Vanguard Int-term Corporate | +0.1% | NEW | New buy |
| 21 | HD | Home Depot Inc | +0.1% | +89.77% | Add |
| 22 | AVGO | Broadcom Inc | +0.1% | +28.34% | Add |
| 23 | VUG | Vanguard Growth ETF | +0.1% | +699.22% | Add |
| 24 | TXN | Texas Instruments Inc | +0.1% | +134.47% | Add |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +3.72% | Add |
| 26 | CB | Chubb Limited | +0.1% | NEW | New buy |
| 27 | TDVG | T Rowe Price Dividend Growth | +0.1% | NEW | New buy |
| 28 | VXUS | Vanguard Total Intl Stock | +0.1% | +19.45% | Add |
| 29 | LLY | Eli Lilly & Co | +0.1% | +21.31% | Add |
| 30 | BA | Boeing Co/the | +0.1% | +92.19% | Add |
| 31 | CAT | Caterpillar Inc | +0.1% | +28.48% | Add |
| 32 | ADP | Automatic Data Processing | +0.1% | +181.43% | Add |
| 33 | ✓ | +0.1% | NEW | New buy | |
| 34 | SYK | Stryker CORP | +0.1% | NEW | New buy |
| 35 | OKTA | Okta Inc | +0.1% | NEW | New buy |
| 36 | ✓ | +0.1% | NEW | New buy | |
| 37 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 38 | BAC | Bank Of America CORP | 0% | +29.90% | Add |
| 39 | XLV | Ss Health Care Select Sector | 0% | +45.87% | Add |
| 40 | VTV | Vanguard Value ETF | 0% | +32.84% | Add |
| 41 | HIMS | Hims & Hers Health Inc | 0% | -0.06% | Trim |
| 42 | DIS | Walt Disney Co/the | 0% | +55.62% | Add |
| 43 | KLAC | Kla CORP | 0% | +1071.76% | Add |
| 44 | DDOG | Datadog Inc - Class A | 0% | +19.63% | Add |
| 45 | PANW | Palo Alto Networks Inc | 0% | +20.69% | Add |
| 46 | HEFA | Isha Curr Hedged Msci Eafe | 0% | NEW | New buy |
| 47 | ✓ | 0% | NEW | New buy | |
| 48 | MGNI | Magnite Inc | 0% | NEW | New buy |
| 49 | AXP | American Express Co | 0% | +37.19% | Add |
| 50 | CSCO | Cisco Systems Inc | 0% | +29.46% | Add |
According to official SEC Form 13F filings, Legacy Advisors, LLC reported a total U.S. public equity portfolio value of $1.1B across 337 disclosed positions in Q2 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.
In terms of portfolio concentration, the top 5 core holdings (including QLTY, VOO, IJR) accounted for 34.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
IEF
市值: $2.2M
Top Position Liquidated / Trimmed
XOM
前期市值: $3.1M
During Q2 2026, Legacy Advisors, LLC's top holdings by market value included QLTY (13.4%)、VOO (7.0%)、IJR (4.9%). The largest single position, QLTY, represented 13.4% of total portfolio value.
In Q2 2026, Legacy Advisors, LLC made 187 total portfolio adjustments, initiating 66 new buys, adding to 90 positions, trimming 18 holdings, and fully liquidating 13 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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Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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