Legacy Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Legacy Advisors, Llc disclosed 330 stock positions valued at approximately $1.07B as of quarter-end June 30, 2026. The largest holdings include GMO ETF TRUST, VANGUARD INDEX FDS, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 330
- Portfolio Value
- $1.07B
Holdings by Sector
Legacy Advisors, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 330 holdings in the latest reporting period.