Legacy Wealth Advisors, Llc Portfolio Stock Holdings
Legacy Wealth Advisors, Llc disclosed 109 stock positions valued at approximately $196.0 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, J P MORGAN EXCHANGE TRADED F, and STATE STR SPDR S&P 500 ETF T. The filing reflects positions held as of March 31, 2026 and was filed on May 6, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 109
- Portfolio Value
- $196.0M
Holdings by Sector
Legacy Wealth Advisors, Llc Portfolio Holdings in Q1 2026
105 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | SGOV | Other | 24.00% | 467,180 | +264,851 | +130.90% | $47,026,372 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 9.50% | 367,719 | -58,431 | -13.71% | $18,610,259 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 8.81% | 26,549 | +11,075 | +71.57% | $17,265,895 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 6.96% | 19 | - | - | $13,644,660 |
| VANGUARD INDEX FDS | VTI | Other | 2.97% | 18,144 | +590 | +3.36% | $5,820,781 |
| APPLE INC | AAPL | Technology | 2.91% | 22,483 | +4,445 | +24.64% | $5,705,961 |
| NVIDIA CORPORATION | NVDA | Technology | 2.51% | 28,199 | +7,633 | +37.11% | $4,917,906 |
| SPDR SERIES TRUST | BIL | Other | 2.25% | 48,129 | +1,119 | +2.38% | $4,410,542 |
| AB ACTIVE ETFS INC | YEAR | Other | 1.99% | 77,283 | +760 | +0.99% | $3,900,860 |
| MICROSOFT CORP | MSFT | Technology | 1.93% | 10,192 | +2,276 | +28.75% | $3,772,773 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.72% | 16,184 | +535 | +3.42% | $3,370,642 |
| ALPHABET INC | GOOGL | Communication Services | 1.52% | 10,344 | +1,867 | +22.02% | $2,974,521 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.26% | 80,500 | +80,500 | +100.00% | $2,469,740 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.23% | 37,590 | +19,091 | +103.20% | $2,408,768 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.20% | 31,289 | +23,855 | +320.89% | $2,349,804 |
| VANGUARD INDEX FDS | VOO | Other | 1.06% | 3,469 | -1,298 | -27.23% | $2,072,901 |
| TESLA INC | TSLA | Consumer Cyclical | 1.05% | 5,558 | +3,961 | +248.03% | $2,066,187 |
| META PLATFORMS INC | META | Communication Services | 1.00% | 3,436 | +938 | +37.55% | $1,965,839 |
| ISHARES TR | SHV | Other | 0.95% | 16,903 | -126 | -0.74% | $1,865,869 |
| BLACKSTONE SECD LENDING FD | BXSL | Financial Services | 0.95% | 78,207 | -20,623 | -20.87% | $1,852,721 |
| ISHARES TR | DGRO | Other | 0.85% | 23,617 | - | - | $1,657,442 |
| SABLE OFFSHORE CORP | SOC | Energy | 0.84% | 100,000 | -262,273 | -72.40% | $1,652,000 |
| BROADCOM INC | AVGO | Technology | 0.82% | 5,188 | +1,427 | +37.94% | $1,605,738 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.70% | 2,870 | +991 | +52.74% | $1,375,304 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.69% | 22,190 | +142 | +0.64% | $1,359,357 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.64% | 42,866 | - | - | $1,248,687 |
| ORACLE CORP | ORCL | Technology | 0.52% | 6,985 | -260 | -3.59% | $1,027,564 |
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | Other | 0.48% | 19,164 | +6 | +0.03% | $947,860 |
| AB ACTIVE ETFS INC | TAFI | Other | 0.43% | 33,799 | +476 | +1.43% | $851,059 |
| ALPHABET INC | GOOG | Communication Services | 0.43% | 2,955 | -166 | -5.32% | $847,672 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.42% | 2,823 | +506 | +21.84% | $830,414 |
| VISA INC | V | Financial Services | 0.42% | 2,738 | +621 | +29.33% | $827,534 |
| J P MORGAN EXCHANGE TRADED F | BBJP | Other | 0.42% | 11,889 | +6,090 | +105.02% | $819,271 |
| KAYNE ANDERSON BDC INC | KBDC | Other | 0.41% | 59,089 | - | - | $810,702 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.38% | 15,251 | +8,716 | +133.37% | $752,942 |
| EXXON MOBIL CORP | XOM | Energy | 0.38% | 4,362 | +1,726 | +65.48% | $740,057 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.34% | 4,449 | +41 | +0.93% | $658,897 |
| ELI LILLY & CO | LLY | Healthcare | 0.33% | 696 | +100 | +16.78% | $640,160 |
| VANGUARD WORLD FD | VOX | Other | 0.27% | 2,981 | - | - | $536,104 |
| VANGUARD WORLD FD | VGT | Other | 0.27% | 756 | - | - | $527,477 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.26% | 1,023 | +616 | +151.35% | $502,836 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.25% | 1,478 | +240 | +19.39% | $499,491 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.25% | 3,122 | +1,105 | +54.78% | $498,584 |
| ASML HLDG NV | ASML | Other | 0.25% | 369 | +106 | +40.30% | $487,387 |
| WALMART INC | WMT | Consumer Defensive | 0.25% | 3,892 | +389 | +11.10% | $483,698 |
| INVESCO QQQ TR | QQQ | Other | 0.24% | 830 | - | - | $479,060 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.22% | 1,605 | +189 | +13.35% | $434,297 |
| BANK AMERICA CORP | BAC | Financial Services | 0.22% | 8,732 | +4,411 | +102.08% | $425,685 |
| J P MORGAN EXCHANGE TRADED F | BBCA | Other | 0.22% | 4,499 | +2,295 | +104.13% | $423,176 |
| GE AEROSPACE | GE | Industrials | 0.22% | 1,487 | +637 | +74.94% | $421,966 |
| CHEVRON CORPORATION | CVX | Energy | 0.21% | 1,998 | +450 | +29.07% | $413,387 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.20% | 403 | +403 | +100.00% | $401,562 |
| GE VERNOVA INC | GEV | Utilities | 0.20% | 456 | +65 | +16.62% | $397,606 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.20% | 1,622 | -180 | -9.99% | $396,482 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.19% | 7,840 | - | - | $367,775 |
| PROLOGIS INC. | PLD | Real Estate | 0.18% | 2,664 | +2,664 | +100.00% | $352,128 |
| KLA CORP | KLAC | Technology | 0.18% | 238 | +17 | +7.69% | $350,434 |
| WELLS FARGO & CO | WFC | Financial Services | 0.18% | 4,352 | +241 | +5.86% | $346,463 |
| RTX CORPORATION | RTX | Industrials | 0.18% | 1,786 | +382 | +27.21% | $344,520 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.17% | 2,308 | +2,308 | +100.00% | $337,615 |
| NETFLIX INC. | NFLX | Communication Services | 0.17% | 3,488 | +1,018 | +41.21% | $335,372 |
| SHELL PLC | SHEL | Energy | 0.17% | 3,604 | +3,604 | +100.00% | $335,172 |
| NIKE INC | NKE | Consumer Cyclical | 0.17% | 6,125 | +6,125 | +100.00% | $323,523 |
| ABBVIE INC | ABBV | Healthcare | 0.16% | 1,486 | +516 | +53.20% | $323,191 |
| APPLIED MATLS INC | AMAT | Technology | 0.16% | 939 | +939 | +100.00% | $320,941 |
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 0.16% | 4,754 | -48 | -1.00% | $318,851 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.16% | 936 | +936 | +100.00% | $316,219 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.16% | 463 | +463 | +100.00% | $315,878 |
| J P MORGAN EXCHANGE TRADED F | BBAX | Other | 0.16% | 5,240 | +5,240 | +100.00% | $311,545 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.16% | 947 | +292 | +44.58% | $311,459 |
| COCA COLA CO | KO | Consumer Defensive | 0.16% | 4,023 | +606 | +17.73% | $305,950 |
| MERCK & CO INC | MRK | Healthcare | 0.15% | 2,443 | +2,443 | +100.00% | $293,869 |
| ARK ETF TR | ARKK | Other | 0.15% | 4,250 | - | - | $287,258 |
| CATERPILLAR INC | CAT | Industrials | 0.15% | 405 | +52 | +14.73% | $286,927 |
| HONEYWELL INTL INC | HON | Industrials | 0.15% | 1,258 | +1,258 | +100.00% | $284,346 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.15% | 1,434 | -52 | -3.50% | $284,277 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.14% | 4,255 | +4,255 | +100.00% | $280,788 |
| MPLX LP | MPLX | Energy | 0.14% | 4,855 | - | - | $277,075 |
| ENERGY TRANSFER L P | ET | Energy | 0.14% | 14,185 | - | - | $273,771 |
| NOVARTIS AG | NVS | Healthcare | 0.14% | 1,769 | +1,769 | +100.00% | $270,215 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.13% | 1,062 | +1,062 | +100.00% | $257,419 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.13% | 1,553 | +1,553 | +100.00% | $256,774 |
| ISHARES TR | IEUR | Other | 0.13% | 3,599 | - | - | $252,902 |
| LINDE PLC | LIN | Other | 0.13% | 510 | +510 | +100.00% | $252,838 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.12% | 529 | +107 | +25.36% | $243,864 |
| NORDSON CORP | NDSN | Industrials | 0.12% | 902 | +902 | +100.00% | $239,987 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.12% | 6,312 | - | - | $238,847 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.12% | 1,651 | +1,651 | +100.00% | $238,471 |
| EBAY INC. | EBAY | Consumer Cyclical | 0.12% | 2,611 | +2,611 | +100.00% | $237,654 |
| LAM RESEARCH CORP | LRCX | Other | 0.12% | 1,101 | +1,101 | +100.00% | $235,240 |
| CISCO SYS INC | CSCO | Technology | 0.12% | 2,984 | +147 | +5.18% | $231,529 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.12% | 542 | +542 | +100.00% | $230,535 |
| HCA HEALTHCARE INC | HCA | Healthcare | 0.12% | 482 | +482 | +100.00% | $228,102 |
| MORGAN STANLEY | MS | Financial Services | 0.11% | 1,365 | +1,365 | +100.00% | $224,639 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.11% | 2,361 | +254 | +12.06% | $221,887 |
| SUNOCO LP/SUNOCO FIN CORP | SUN | Energy | 0.11% | 3,284 | +3,284 | +100.00% | $213,362 |
| SALESFORCE INC | CRM | Technology | 0.11% | 1,138 | +1,138 | +100.00% | $212,431 |
| SYNCHRONY FINANCIAL | SYF | Financial Services | 0.11% | 3,113 | +3,113 | +100.00% | $211,747 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.11% | 422 | -530 | -55.67% | $210,857 |
| EOG RES INC | EOG | Energy | 0.11% | 1,455 | +1,455 | +100.00% | $210,350 |