Legacy Advisors, Llc Portfolio Stock Holdings
Legacy Advisors, Llc disclosed 279 stock positions valued at approximately $848.2 million in its latest SEC 13F filing. The largest holdings include GMO ETF TRUST, ISHARES TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 279
- Portfolio Value
- $848.2M
Holdings by Sector
Legacy Advisors, Llc Portfolio Holdings in Q1 2026
274 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GMO ETF TRUST | QLTY | Other | 15.08% | 3,529,734 | +35,950 | +1.03% | $127,919,212 |
| ISHARES TR | IJR | Other | 4.46% | 304,002 | +33,700 | +12.47% | $37,790,538 |
| ISHARES TR | IVV | Other | 4.37% | 56,722 | -2,772 | -4.66% | $37,051,182 |
| ISHARES TR | IWB | Other | 3.75% | 89,267 | -40 | -0.04% | $31,829,042 |
| APPLE INC | AAPL | Technology | 3.65% | 121,995 | -4,606 | -3.64% | $30,961,081 |
| MASTEC INC | MTZ | Industrials | 3.56% | 93,953 | -286,755 | -75.32% | $30,228,438 |
| VANGUARD INDEX FDS | VOO | Other | 3.55% | 50,360 | +27,048 | +116.03% | $30,092,718 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 3.06% | 39,924 | +45 | +0.11% | $25,963,915 |
| ISHARES TR | IWR | Other | 2.43% | 212,098 | +1,196 | +0.57% | $20,622,250 |
| META PLATFORMS INC | META | Communication Services | 1.97% | 29,156 | +36 | +0.12% | $16,681,040 |
| ALPHABET INC | GOOGL | Communication Services | 1.92% | 56,777 | -2,205 | -3.74% | $16,326,806 |
| VERTEX INC | VERX | Technology | 1.88% | 1,343,779 | -60 | -0.00% | $15,977,532 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.61% | 102,678 | -118 | -0.11% | $13,645,918 |
| VANGUARD INDEX FDS | VTI | Other | 1.56% | 41,256 | +2,851 | +7.42% | $13,235,444 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.52% | 61,840 | -184 | -0.30% | $12,879,417 |
| MICROSOFT CORP | MSFT | Technology | 1.42% | 32,547 | +828 | +2.61% | $12,047,974 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.32% | 23,291 | -424 | -1.79% | $11,161,160 |
| NVIDIA CORPORATION | NVDA | Technology | 1.17% | 57,100 | -1,498 | -2.56% | $9,958,723 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 1.16% | 15,932 | +10 | +0.06% | $9,825,971 |
| INVESCO QQQ TR | QQQ | Other | 1.15% | 16,852 | +361 | +2.19% | $9,726,893 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 1.09% | 238,363 | - | - | $9,262,786 |
| AMENTUM HOLDINGS INC | AMTM | Other | 1.07% | 9,064,278 | -750,011 | -7.64% | $9,064,278 |
| VANGUARD STAR FDS | VXUS | Other | 1.05% | 115,171 | -2,484 | -2.11% | $8,880,836 |
| ISHARES TR | OEF | Other | 1.03% | 27,418 | - | - | $8,720,843 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.02% | 35,333 | +1,656 | +4.92% | $8,636,682 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.96% | 86,778 | +55,427 | +176.79% | $8,177,959 |
| ALPHABET INC | GOOG | Communication Services | 0.91% | 29,336 | -162 | -0.55% | $7,706,437 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.85% | 100,023 | -50 | -0.05% | $7,194,626 |
| ISHARES TR | IWF | Other | 0.80% | 16,011 | -167 | -1.03% | $6,827,120 |
| BENTLEY SYS INC | BSY | Technology | 0.80% | 194,325 | +339 | +0.17% | $6,824,693 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.75% | 207,532 | +2,248 | +1.10% | $6,367,082 |
| FULTON FINL CORP PA | FULT | Financial Services | 0.67% | 281,104 | - | - | $5,717,655 |
| TESLA INC | TSLA | Consumer Cyclical | 0.62% | 14,250 | +490 | +3.56% | $5,297,597 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.61% | 34,875 | +429 | +1.25% | $5,164,988 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.58% | 16,777 | -729 | -4.16% | $4,935,140 |
| ROBLOX CORP | RBLX | Communication Services | 0.58% | 87,118 | +885 | +1.03% | $4,927,412 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.53% | 118,229 | +844 | +0.72% | $4,473,767 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.49% | 13,289 | -106 | -0.79% | $4,130,190 |
| VANGUARD INDEX FDS | VO | Other | 0.43% | 12,709 | -566 | -4.26% | $3,649,771 |
| SPDR GOLD TR | GLD | Other | 0.39% | 7,786 | -2 | -0.03% | $3,350,238 |
| ABBVIE INC | ABBV | Healthcare | 0.39% | 15,227 | -425 | -2.72% | $3,311,690 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.38% | 1,883 | +14 | +0.75% | $3,256,504 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.38% | 9,544 | +482 | +5.32% | $3,234,075 |
| SPDR SERIES TRUST | SDY | Other | 0.37% | 21,570 | -115 | -0.53% | $3,147,926 |
| EXXON MOBIL CORP | XOM | Energy | 0.37% | 18,389 | -176 | -0.95% | $3,119,895 |
| VANGUARD INDEX FDS | VB | Other | 0.30% | 9,784 | -907 | -8.48% | $2,562,625 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.30% | 31,241 | +2,713 | +9.51% | $2,561,169 |
| BROADCOM INC | AVGO | Technology | 0.29% | 8,025 | +528 | +7.04% | $2,483,691 |
| WILLIAMS COS INC | WMB | Energy | 0.27% | 31,652 | -5,130 | -13.95% | $2,303,654 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 0.27% | 18,077 | +97 | +0.54% | $2,261,987 |
| VANGUARD INDEX FDS | VUG | Other | 0.26% | 5,120 | +1,805 | +54.45% | $2,236,365 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.25% | 2,136 | -90 | -4.04% | $2,128,375 |
| HCA HEALTHCARE INC | HCA | Healthcare | 0.23% | 4,150 | -21 | -0.50% | $1,963,946 |
| ENERGY TRANSFER L P | ET | Energy | 0.23% | 101,747 | -7,165 | -6.58% | $1,963,717 |
| VANGUARD INDEX FDS | VV | Other | 0.23% | 6,503 | - | - | $1,943,422 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.23% | 18,718 | -810 | -4.15% | $1,921,753 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.22% | 9,108 | -23 | -0.25% | $1,895,305 |
| PEPSICO INC | PEP | Consumer Defensive | 0.21% | 11,397 | -26 | -0.23% | $1,769,893 |
| ISHARES TR | IVW | Other | 0.21% | 15,552 | - | - | $1,759,087 |
| ISHARES TR | IWM | Other | 0.21% | 7,066 | -504 | -6.66% | $1,752,374 |
| AMPHENOL CORP | APH | Technology | 0.20% | 13,685 | +100 | +0.74% | $1,732,457 |
| BANK AMERICA CORP | BAC | Financial Services | 0.20% | 34,730 | -615 | -1.74% | $1,693,092 |
| ELI LILLY & CO | LLY | Healthcare | 0.19% | 1,774 | -394 | -18.17% | $1,631,468 |
| VISA INC | V | Financial Services | 0.19% | 5,331 | -602 | -10.15% | $1,611,352 |
| VANGUARD INDEX FDS | VTV | Other | 0.18% | 7,979 | +1,105 | +16.08% | $1,565,480 |
| ISHARES TR | IWD | Other | 0.18% | 7,257 | - | - | $1,550,526 |
| ISHARES TR | ITOT | Other | 0.18% | 10,867 | - | - | $1,547,787 |
| AMGEN INC | AMGN | Healthcare | 0.18% | 4,395 | -63 | -1.41% | $1,546,258 |
| ISHARES TR | EFA | Other | 0.18% | 15,500 | - | - | $1,505,470 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.18% | 3,237 | -1 | -0.03% | $1,492,268 |
| CHEVRON CORPORATION | CVX | Energy | 0.17% | 7,162 | -546 | -7.08% | $1,481,855 |
| NETFLIX INC. | NFLX | Communication Services | 0.17% | 15,360 | -141 | -0.91% | $1,476,864 |
| ISHARES TR | ACWX | Other | 0.17% | 21,431 | -794 | -3.57% | $1,467,381 |
| EQUIFAX INC | EFX | Industrials | 0.17% | 8,041 | +110 | +1.39% | $1,447,901 |
| ISHARES TR | IJH | Other | 0.17% | 21,044 | +308 | +1.49% | $1,421,101 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.17% | 4,894 | -12 | -0.24% | $1,404,578 |
| NVR INC | NVR | Consumer Cyclical | 0.16% | 212 | +1 | +0.47% | $1,397,044 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 0.16% | 11,039 | -4 | -0.04% | $1,384,991 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.16% | 27,718 | +2,971 | +12.01% | $1,382,851 |
| ISHARES TR | IVE | Other | 0.16% | 6,482 | - | - | $1,368,674 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.16% | 2,698 | -256 | -8.67% | $1,347,951 |
| APPLIED MATLS INC | AMAT | Technology | 0.16% | 3,888 | -80 | -2.02% | $1,328,882 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.16% | 4,391 | +4 | +0.09% | $1,328,190 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.15% | 34,105 | +8,954 | +35.60% | $1,310,314 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.15% | 8,803 | -2,763 | -23.89% | $1,290,671 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 0.15% | 2,633 | +11 | +0.42% | $1,276,768 |
| LAM RESEARCH CORP | LRCX | Other | 0.15% | 5,916 | -70 | -1.17% | $1,265,485 |
| WW GRAINGER INC | GWW | Industrials | 0.14% | 1,124 | -9 | -0.79% | $1,226,070 |
| VANGUARD BD INDEX FDS | BND | Other | 0.14% | 16,441 | +6,252 | +61.36% | $1,210,715 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.14% | 3,607 | -248 | -6.43% | $1,186,315 |
| ORACLE CORP | ORCL | Technology | 0.14% | 7,848 | -673 | -7.90% | $1,154,493 |
| DISNEY WALT CO | DIS | Communication Services | 0.13% | 11,873 | -560 | -4.50% | $1,144,294 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.13% | 15,000 | - | - | $1,127,850 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.13% | 11,067 | -110 | -0.98% | $1,108,581 |
| EMERSON ELEC CO | EMR | Industrials | 0.13% | 8,446 | -4 | -0.05% | $1,106,601 |
| GE VERNOVA INC | GEV | Utilities | 0.13% | 1,256 | - | - | $1,096,616 |
| NANO NUCLEAR ENERGY INC | NNE | Industrials | 0.13% | 53,508 | - | - | $1,095,844 |
| PROVIDENT FINL SVCS INC | PFS | Financial Services | 0.13% | 51,689 | - | - | $1,093,739 |
| CNO FINL GROUP INC | CNO | Financial Services | 0.13% | 26,351 | -617 | -2.29% | $1,081,972 |
| JANUS DETROIT STR TR | JAAA | Other | 0.13% | 21,280 | +985 | +4.85% | $1,076,181 |