Legacy Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Legacy Wealth Advisors, Llc disclosed 143 stock positions valued at approximately $231.04M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, J P MORGAN EXCHANGE TRADED F, and STATE STR SPDR S&P 500 ETF T.
- Report Period
- June 30, 2026
- No. of Stocks
- 143
- Portfolio Value
- $231.04M
Holdings by Sector
Legacy Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | SGOV | Other | 23.00% | 527,772 | +60,592 | +12.97% | $53,130,832 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 6.86% | 313,432 | -54,287 | -14.76% | $15,850,257 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 6.66% | 20,605 | -5,944 | -22.39% | $15,395,277 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 6.16% | 19 | - | - | $14,228,150 |
| APPLE INC | AAPL | Technology | 3.14% | 25,062 | +2,579 | +11.47% | $7,251,941 |
| NVIDIA CORPORATION | NVDA | Technology | 3.10% | 35,772 | +7,573 | +26.86% | $7,157,620 |
| VANGUARD INDEX FDS | VTI | Other | 2.89% | 18,035 | -109 | -0.60% | $6,673,729 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.20% | 21,371 | +5,187 | +32.05% | $5,093,565 |
| ALPHABET INC | GOOGL | Communication Services | 2.19% | 14,172 | +3,828 | +37.01% | $5,064,648 |
| MICROSOFT CORP | MSFT | Technology | 2.13% | 13,208 | +3,016 | +29.59% | $4,926,849 |
| SPDR SERIES TRUST | BIL | Other | 1.75% | 43,999 | -4,130 | -8.58% | $4,032,069 |
| AB ACTIVE ETFS INC | TAFI | Other | 1.46% | 133,481 | +99,682 | +294.93% | $3,366,391 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 1.39% | 38,344 | +7,055 | +22.55% | $3,211,310 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.16% | 37,590 | - | - | $2,678,288 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.10% | 80,500 | - | - | $2,552,655 |
| BROADCOM INC | AVGO | Technology | 1.00% | 6,093 | +905 | +17.44% | $2,301,631 |
| TESLA INC | TSLA | Consumer Cyclical | 0.98% | 5,369 | -189 | -3.40% | $2,258,202 |
| META PLATFORMS INC | META | Communication Services | 0.86% | 3,534 | +98 | +2.85% | $1,990,667 |
| BLACKSTONE SECD LENDING FD | BXSL | Financial Services | 0.82% | 79,982 | +1,775 | +2.27% | $1,896,373 |
| ISHARES TR | SHV | Other | 0.81% | 17,054 | +151 | +0.89% | $1,881,888 |
| VANGUARD INDEX FDS | VOO | Other | 0.80% | 2,697 | -772 | -22.25% | $1,852,327 |
| ISHARES TR | DGRO | Other | 0.77% | 23,617 | - | - | $1,789,933 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.68% | 1,360 | +424 | +45.30% | $1,569,835 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.63% | 42,866 | - | - | $1,450,586 |
| ALPHABET INC | GOOG | Communication Services | 0.62% | 4,038 | +1,083 | +36.65% | $1,426,747 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.56% | 2,578 | -292 | -10.17% | $1,290,006 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.51% | 22,348 | +158 | +0.71% | $1,186,922 |
| VISA INC | V | Financial Services | 0.47% | 3,169 | +431 | +15.74% | $1,087,253 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.46% | 1,828 | +1,828 | +100.00% | $1,061,904 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.45% | 3,195 | +372 | +13.18% | $1,045,820 |
Showing 30 of 143 holdings in the latest reporting period.