Legacy Advisors, Llc Portfolio Stock Holdings
Legacy Advisors, Llc disclosed 337 stock positions valued at approximately $1.1 billion in its latest SEC 13F filing. The largest holdings include GMO ETF TRUST, VANGUARD INDEX FDS, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 337
- Portfolio Value
- $1.1B
Holdings by Sector
Legacy Advisors, Llc Portfolio Holdings in Q2 2026
324 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GMO ETF TRUST | QLTY | Other | 13.36% | 3,431,467 | -98,267 | -2.78% | $143,074,971 |
| VANGUARD INDEX FDS | VOO | Other | 7.05% | 109,960 | +59,600 | +118.35% | $75,521,853 |
| ISHARES TR | IJR | Other | 4.87% | 351,532 | +47,530 | +15.63% | $52,135,770 |
| MASTEC INC | MTZ | Industrials | 4.83% | 124,181 | +30,228 | +32.17% | $51,666,747 |
| APPLE INC | AAPL | Technology | 4.05% | 149,777 | +27,782 | +22.77% | $43,339,341 |
| ISHARES TR | IWB | Other | 3.41% | 89,260 | -7 | -0.01% | $36,551,970 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.95% | 42,276 | +2,352 | +5.89% | $31,570,297 |
| ISHARES TR | IVV | Other | 2.73% | 39,008 | -17,714 | -31.23% | $29,212,476 |
| ALPHABET INC | GOOGL | Communication Services | 2.21% | 66,230 | +9,453 | +16.65% | $23,668,556 |
| ISHARES TR | IWR | Other | 2.14% | 207,332 | -4,766 | -2.25% | $22,872,822 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.83% | 102,692 | +14 | +0.01% | $19,564,937 |
| META PLATFORMS INC | META | Communication Services | 1.77% | 33,678 | +4,522 | +15.51% | $18,970,650 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.64% | 73,840 | +12,000 | +19.40% | $17,599,121 |
| VERTEX INC | VERX | Technology | 1.44% | 1,343,838 | +59 | +0.00% | $15,427,260 |
| VANGUARD INDEX FDS | VTI | Other | 1.42% | 41,079 | -177 | -0.43% | $15,200,956 |
| NVIDIA CORPORATION | NVDA | Technology | 1.39% | 74,563 | +17,463 | +30.58% | $14,919,336 |
| MICROSOFT CORP | MSFT | Technology | 1.31% | 37,656 | +5,109 | +15.70% | $14,046,264 |
| INVESCO QQQ TR | QQQ | Other | 1.17% | 16,947 | +95 | +0.56% | $12,479,500 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.13% | 24,109 | +818 | +3.51% | $12,064,086 |
| VANGUARD STAR FDS | VXUS | Other | 1.10% | 137,571 | +22,400 | +19.45% | $11,760,945 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 1.05% | 15,938 | +6 | +0.04% | $11,209,641 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.99% | 238,363 | - | - | $10,573,783 |
| ISHARES TR | OEF | Other | 0.94% | 27,418 | - | - | $10,031,424 |
| ALPHABET INC | GOOG | Communication Services | 0.90% | 29,726 | +390 | +1.33% | $9,629,383 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.88% | 36,926 | +1,593 | +4.51% | $9,377,980 |
| AMENTUM HOLDINGS INC | AMTM | Other | 0.85% | 9,065,677 | +1,399 | +0.02% | $9,065,677 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.80% | 86,778 | - | - | $8,521,600 |
| ISHARES TR | IWF | Other | 0.74% | 64,044 | +48,033 | +300.00% | $7,952,352 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.73% | 108,924 | +8,901 | +8.90% | $7,859,956 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.69% | 234,403 | +26,871 | +12.95% | $7,432,919 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.67% | 6,182 | +4,761 | +335.05% | $7,135,250 |
| FULTON FINL CORP PA | FULT | Financial Services | 0.64% | 281,104 | - | - | $6,799,906 |
| TESLA INC | TSLA | Consumer Cyclical | 0.58% | 14,800 | +550 | +3.86% | $6,224,896 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.57% | 18,800 | +2,023 | +12.06% | $6,153,844 |
| BENTLEY SYS INC | BSY | Technology | 0.54% | 194,576 | +251 | +0.13% | $5,815,868 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.51% | 34,875 | - | - | $5,511,296 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.44% | 9,899 | +355 | +3.72% | $4,736,887 |
| ROBLOX CORP | RBLX | Communication Services | 0.43% | 85,634 | -1,484 | -1.70% | $4,656,794 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.41% | 119,033 | +804 | +0.68% | $4,375,635 |
| ABBVIE INC | ABBV | Healthcare | 0.39% | 16,549 | +1,322 | +8.68% | $4,164,515 |
| VANGUARD INDEX FDS | VO | Other | 0.37% | 49,135 | +36,426 | +286.62% | $3,958,807 |
| BROADCOM INC | AVGO | Technology | 0.36% | 10,299 | +2,274 | +28.34% | $3,890,431 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.36% | 14,357 | +1,068 | +8.04% | $3,880,886 |
| VANGUARD INDEX FDS | VUG | Other | 0.33% | 40,920 | +35,800 | +699.22% | $3,524,849 |
| SPDR SERIES TRUST | SDY | Other | 0.31% | 22,134 | +564 | +2.61% | $3,368,352 |
| AMPHENOL CORP | APH | Technology | 0.31% | 19,024 | +5,339 | +39.01% | $3,354,297 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.30% | 1,882 | -1 | -0.05% | $3,194,488 |
| VANGUARD INDEX FDS | VB | Other | 0.28% | 9,884 | +100 | +1.02% | $2,996,038 |
| APPLIED MATLS INC | AMAT | Technology | 0.27% | 3,980 | +92 | +2.37% | $2,877,195 |
| SPDR GOLD TR | GLD | Other | 0.26% | 7,453 | -333 | -4.28% | $2,745,536 |
| LAM RESEARCH CORP | LRCX | Other | 0.25% | 6,257 | +341 | +5.76% | $2,712,810 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.24% | 31,246 | +5 | +0.02% | $2,595,614 |
| ELI LILLY & CO | LLY | Healthcare | 0.24% | 2,152 | +378 | +21.31% | $2,580,897 |
| BANK OF AMER CORP | BAC | Financial Services | 0.24% | 45,115 | +10,385 | +29.90% | $2,570,651 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 0.23% | 17,263 | -814 | -4.50% | $2,449,407 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.23% | 6,845 | +3,238 | +89.77% | $2,414,095 |
| VANGUARD INDEX FDS | VTV | Other | 0.22% | 10,599 | +2,620 | +32.84% | $2,309,840 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.22% | 9,377 | +269 | +2.95% | $2,308,855 |
| ASML HLDG NV | ASML | Other | 0.21% | 1,126 | +419 | +59.26% | $2,240,109 |
| VANGUARD INDEX FDS | VV | Other | 0.21% | 6,503 | - | - | $2,236,447 |
| ISHARES TR | IEF | Other | 0.21% | 23,561 | +23,561 | +100.00% | $2,228,164 |
| ISHARES TR | IVW | Other | 0.20% | 15,552 | - | - | $2,138,867 |
| WILLIAMS COS INC | WMB | Energy | 0.20% | 28,754 | -2,898 | -9.16% | $2,137,591 |
| ISHARES TR | IWM | Other | 0.20% | 7,067 | +1 | +0.01% | $2,123,163 |
| VISA INC | V | Financial Services | 0.20% | 6,090 | +759 | +14.24% | $2,089,549 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.19% | 2,180 | +44 | +2.06% | $2,039,328 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.19% | 6,024 | +1,633 | +37.19% | $2,037,622 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.19% | 12,841 | +4,038 | +45.87% | $2,037,372 |
| PEPSICO INC | PEP | Consumer Defensive | 0.19% | 15,046 | +3,649 | +32.02% | $2,037,164 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.19% | 3,472 | +631 | +22.21% | $2,016,657 |
| ENERGY TRANSFER L P | ET | Energy | 0.18% | 101,747 | - | - | $1,945,403 |
| HIMS & HERS HEALTH INC | HIMS | Consumer Defensive | 0.17% | 51,582 | -33 | -0.06% | $1,788,336 |
| ISHARES TR | ITOT | Other | 0.17% | 10,867 | - | - | $1,785,122 |
| DISNEY WALT CO | DIS | Communication Services | 0.17% | 18,477 | +6,604 | +55.62% | $1,778,386 |
| ISHARES TR | IWD | Other | 0.16% | 7,257 | - | - | $1,759,227 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.16% | 18,704 | -14 | -0.07% | $1,697,201 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.16% | 5,682 | +963 | +20.41% | $1,692,496 |
| ISHARES TR | IJH | Other | 0.15% | 21,044 | - | - | $1,622,703 |
| ISHARES TR | EFA | Other | 0.15% | 15,549 | +49 | +0.32% | $1,615,280 |
| HCA HEALTHCARE INC | HCA | Healthcare | 0.15% | 4,116 | -34 | -0.82% | $1,604,787 |
| AMGEN INC | AMGN | Healthcare | 0.15% | 4,387 | -8 | -0.18% | $1,588,707 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.15% | 4,984 | +90 | +1.84% | $1,567,917 |
| COHERENT CORP | COHR | Technology | 0.15% | 3,972 | +3,972 | +100.00% | $1,566,835 |
| WW GRAINGER INC | GWW | Industrials | 0.14% | 1,135 | +11 | +0.98% | $1,544,054 |
| GE VERNOVA INC | GEV | Utilities | 0.14% | 1,271 | +15 | +1.19% | $1,493,502 |
| ISHARES TR | ACWX | Other | 0.14% | 19,581 | -1,850 | -8.63% | $1,490,310 |
| MERCK & CO INC | MRK | Healthcare | 0.14% | 11,408 | +3,324 | +41.12% | $1,475,656 |
| ISHARES TR | IVE | Other | 0.14% | 6,482 | - | - | $1,471,803 |
| NVR INC | NVR | Consumer Cyclical | 0.13% | 212 | - | - | $1,444,441 |
| GE AEROSPACE | GE | Industrials | 0.13% | 3,862 | +237 | +6.54% | $1,443,413 |
| BOEING CO | BA | Industrials | 0.13% | 6,498 | +3,117 | +92.19% | $1,406,622 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.13% | 2,654 | -44 | -1.63% | $1,363,277 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.13% | 26,741 | -977 | -3.52% | $1,352,560 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.13% | 15,000 | - | - | $1,351,500 |
| CATERPILLAR INC | CAT | Industrials | 0.13% | 1,263 | +280 | +28.48% | $1,345,225 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.13% | 11,067 | - | - | $1,343,755 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.13% | 3,374 | +137 | +4.23% | $1,341,772 |
| VANGUARD BD INDEX FDS | BND | Other | 0.12% | 17,944 | +1,503 | +9.14% | $1,317,269 |
| ORACLE CORP | ORCL | Technology | 0.12% | 8,946 | +1,098 | +13.99% | $1,310,977 |
| INTEL CORP | INTC | Technology | 0.12% | 9,368 | +9,368 | +100.00% | $1,308,054 |