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CIK: 0002111463
Total reported value
$231.0M
$231.0M
86 檔
31.8%
According to the latest 13F quarterly dataset, Legacy Wealth Advisors, LLC managed an equity portfolio of $231.0M at the end of Q4 2025, spanning 86 distinct U.S. exchange-listed positions.
During Q4 2025, Legacy Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 14.23% | -2.64% | — | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 13.41% | -1.00% | — | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 9.47% | -0.80% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.97% | -2.15% | — | |
| 5 | BUFC | AB Conservative Buffer ETF | ETF-Other | 4.44% | -0.38% | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.89% | -0.08% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.24% | +0.23% | — | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.84% | -0.50% | — | |
| 9 | YEAR | AB Ultra Short Income ETF | ETF-Other | 2.55% | -1.56% | — | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.53% | +0.59% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.53% | +0.20% | — | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.38% | +0.48% | — | |
| 13 | SOC | Sable Offshore CORP | Stock-Other | 2.16% | -0.57% | — | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.97% | -0.26% | — | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.75% | +0.67% | — | |
| 16 | BXSL | Blackstone Secured Lending F | Stock-Financials | 1.72% | -0.13% | — | |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.24% | -0.14% | — | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | -0.14% | — | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.08% | -0.08% | — | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 0.93% | -0.38% | — | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.92% | -0.01% | — | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | +0.18% | — | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.76% | -0.07% | — | |
| 24 | FRO | Frontline plc | Stock-Other | 0.73% | — | — | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 0.65% | -0.18% | — | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.19% | — | |
| 27 | MTBA | Simplify Mbs ETF | ETF-Other | 0.64% | -0.07% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.14% | — | |
| 29 | KBDC | Kayne Anderson Bdc Inc | Stock-Other | 0.56% | -0.06% | — | |
| 30 | TAFI | AB Tax Aware Short Dur Muni | ETF-Other | 0.55% | +1.03% | — | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | +0.03% | — | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.05% | — | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | -0.07% | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.11% | — | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.42% | -0.08% | — | |
| 36 | BKSY | Blacksky Technology Inc | Stock-Other | 0.39% | -0.13% | EXIT | |
| 37 | VOX | Vanguard Communication Servi | ETF-Other | 0.38% | -0.10% | — | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.38% | +0.04% | — | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.36% | +0.19% | — | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.36% | +0.15% | — | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.34% | +0.09% | — | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.31% | +0.15% | — | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.26% | +0.01% | — | |
| 44 | WFC | Wells Fargo & Co | Stock-Financials | 0.25% | -0.02% | — | |
| 45 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.25% | -0.03% | — | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.25% | +0.06% | — | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.25% | +0.06% | — | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.24% | -0.01% | — | |
| 49 | XLF | Ss Financial Select Sector | ETF-Other | 0.24% | -0.03% | — | |
| 50 | PGR | Progressive CORP | Stock-Financials | 0.22% | +0.06% | — |
According to official SEC Form 13F filings, Legacy Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $231.0M across 86 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 JPST, SGOV, BRK-A) accounted for 31.8% of total reported equity market value during Q4 2025.
During Q4 2025, Legacy Wealth Advisors, LLC's top holdings by market value included JPST (14.2%)、SGOV (13.4%)、BRK-A (9.5%). The largest single position, JPST, represented 14.2% of total portfolio value.
In Q4 2025, Legacy Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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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