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CIK: 0002111463
Total reported value
$231.0M
$231.0M
109 檔
44.6%
As reported in its official Q1 2026 Form 13F filing, Legacy Wealth Advisors, LLC's tracked investment portfolio stood at $231.0M with 109 total positions.
In Q1 2026, Legacy Wealth Advisors, LLC displayed an active expansion posture, initiating 32 new positions and adding to 50 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 24.00% | -1.00% | +130.90% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 9.50% | -2.64% | -13.71% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.81% | -2.15% | +71.57% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 6.96% | -0.80% | — | |
| 5 | BUFC | AB Conservative Buffer ETF | ETF-Other | 3.37% | -0.38% | -0.10% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.97% | -0.08% | +3.36% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.91% | +0.23% | +24.64% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.51% | +0.59% | +37.11% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.25% | -0.50% | +2.38% | |
| 10 | YEAR | AB Ultra Short Income ETF | ETF-Other | 1.99% | -1.56% | +0.99% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.93% | +0.20% | +28.75% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | +0.48% | +3.42% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.52% | +0.67% | +22.02% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.26% | -0.16% | — | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.23% | -0.07% | +103.20% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.20% | +0.19% | +320.89% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | -0.26% | -27.23% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.05% | -0.07% | +248.03% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | -0.14% | +37.55% | |
| 20 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.95% | -0.14% | -0.74% | |
| 21 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.95% | -0.13% | -20.87% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.85% | -0.08% | — | |
| 23 | SOC | Sable Offshore CORP | Stock-Other | 0.84% | -0.57% | -72.40% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.82% | +0.18% | +37.94% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.14% | +52.74% | |
| 26 | XLE | Ss Energy Select Sector | ETF-Other | 0.69% | -0.18% | +0.64% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.64% | -0.01% | — | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.52% | -0.38% | -3.59% | |
| 29 | MTBA | Simplify Mbs ETF | ETF-Other | 0.48% | -0.07% | +0.03% | |
| 30 | TAFI | AB Tax Aware Short Dur Muni | ETF-Other | 0.43% | +1.03% | +1.43% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.19% | -5.32% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | +0.03% | +21.84% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | +0.05% | +29.33% | |
| 34 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.42% | -0.03% | +105.02% | |
| 35 | KBDC | Kayne Anderson Bdc Inc | Stock-Other | 0.41% | -0.06% | — | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.38% | -0.03% | +133.37% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.03% | +65.48% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.34% | -0.08% | +0.93% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.33% | +0.11% | +16.78% | |
| 40 | VOX | Vanguard Communication Servi | ETF-Other | 0.27% | -0.10% | — | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.27% | +0.04% | — | |
| 42 | EMOP | AB Emrg Mrkt Opportuniti ETF | ETF-Other | 0.27% | +0.22% | — | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.26% | -0.14% | +151.35% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.25% | +0.06% | +19.39% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.25% | -0.12% | +54.78% | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.25% | +0.12% | +40.30% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | +0.01% | +11.10% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | +0.09% | — | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.22% | +0.15% | +13.35% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.22% | +0.09% | +102.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +10.6% | +130.90% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.8% | +71.57% | Add |
| 3 | VEU | Vanguard Ftse All-world Ex-u | +0.8% | +320.89% | Add |
| 4 | TSLA | Tesla Inc | +0.6% | +248.03% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.5% | +103.20% | Add |
| 6 | BBJP | Jpmorgan Betabuilders Japan | +0.2% | +105.02% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +65.48% | Add |
| 8 | XLF | Ss Financial Select Sector | +0.1% | +133.37% | Add |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.1% | +151.35% | Add |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +52.74% | Add |
| 11 | BBCA | Jpmorgan Betabuilders Canada | +0.1% | +104.13% | Add |
| 12 | ASML | ASML Holding N.V. | +0.1% | +40.30% | Add |
| 13 | BAC | Bank Of America CORP | +0.1% | +102.08% | Add |
| 14 | TJX | Tjx Companies Inc | +0.1% | +54.78% | Add |
| 15 | CVX | Chevron CORP | +0.1% | +29.07% | Add |
| 16 | GE | General Electric | +0.1% | +74.94% | Add |
| 17 | XLE | Ss Energy Select Sector | 0% | +0.64% | Add |
| 18 | GEV | GE Vernova Inc | 0% | +16.62% | Add |
| 19 | NFLX | Netflix Inc | 0% | +41.21% | Add |
| 20 | CAT | Caterpillar Inc | 0% | +14.73% | Add |
| 21 | ABBV | Abbvie Inc | 0% | +53.20% | Add |
| 22 | RTX | Rtx CORP | 0% | +27.21% | Add |
| 23 | HD | Home Depot Inc | 0% | +44.58% | Add |
| 24 | TSM | Taiwan Semiconductor-sp Adr | — | +19.39% | Add |
| 25 | KLAC | Kla CORP | — | +7.69% | Add |
| 26 | KO | Coca-cola Co/the | — | +17.73% | Add |
| 27 | WMT | Walmart Inc | 0% | +11.10% | Add |
| 28 | ET | Energy Transfer LP | 0% | — | Unchanged |
| 29 | EPD | Enterprise Products Partners | 0% | — | Unchanged |
| 30 | NVDA | Nvidia CORP | 0% | +37.11% | Add |
| 31 | CSCO | Cisco Systems Inc | 0% | +5.18% | Add |
| 32 | MPLX | Mplx LP | 0% | — | Unchanged |
| 33 | SCHW | Schwab (charles) CORP | 0% | +12.06% | Add |
| 34 | ZWS | Zurn Elkay Water Solutions C | 0% | +0.68% | Add |
| 35 | AVGO | Broadcom Inc | 0% | +37.94% | Add |
| 36 | IBKR | Interactive Brokers Gro-cl A | 0% | -1.00% | Trim |
| 37 | ISRG | Intuitive Surgical Inc | 0% | +25.36% | Add |
| 38 | IEUR | Ishares Core Msci Europe ETF | 0% | — | Unchanged |
| 39 | WRB | Wr Berkley CORP | -0.1% | -6.21% | Trim |
| 40 | JNJ | Johnson & Johnson | -0.1% | -9.99% | Trim |
| 41 | SPEM | State Street Sp Ptf Em ETF | -0.1% | — | Unchanged |
| 42 | ABT | Abbott Laboratories | -0.1% | +4.17% | Add |
| 43 | V | Visa Inc-class A Shares | -0.1% | +29.33% | Add |
| 44 | JPM | Jpmorgan Chase & Co | -0.1% | +21.84% | Add |
| 45 | PGR | Progressive CORP | -0.1% | -3.50% | Trim |
| 46 | ARKK | Ark Innovation ETF | -0.1% | — | Unchanged |
| 47 | WFC | Wells Fargo & Co | -0.1% | +5.86% | Add |
| 48 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +0.93% | Add |
| 49 | META | Meta Platforms Inc-class A | -0.1% | +37.55% | Add |
| 50 | UNH | Unitedhealth Group Inc | -0.1% | +13.35% | Add |
According to official SEC Form 13F filings, Legacy Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $231.0M across 109 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.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, JPST, SPY) accounted for 44.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
SCHD
市值: $2.5M
Top Position Liquidated / Trimmed
FRO
前期市值: $1.1M
During Q1 2026, Legacy Wealth Advisors, LLC's top holdings by market value included SGOV (24.0%)、JPST (9.5%)、SPY (8.8%). The largest single position, SGOV, represented 24.0% of total portfolio value.
In Q1 2026, Legacy Wealth Advisors, LLC made 105 total portfolio adjustments, initiating 32 new buys, adding to 50 positions, trimming 14 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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