Legacy Advisors, LLC Top Holdings and 13F Report (2026)

About Legacy Advisors, LLC

Investment Activity

Legacy Advisors, LLC has $1.07 billion in total holdings as of June 30, 2026.
Legacy Advisors, LLC owns shares of 337 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
Approximately 14.43% of the portfolio was purchased this quarter.
About 2.55% of the portfolio was sold this quarter.
This quarter, Legacy Advisors, LLC has purchased 279 new stocks and bought additional shares in 159 stocks.
Legacy Advisors, LLC sold shares of 53 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

GMO ETF TRUST: $143,074,971
Vanguard S&P 500 ETF: $75,521,853
iShares Core S&P Small-Cap ETF: $52,135,770
MasTec: $51,666,747
Apple: $43,339,341

Largest New Holdings this Quarter

464287440 - iShares 7-10 Year Treasury Bond ETF: $2,228,164 Holding
19247G107 - Coherent: $1,566,835 Holding
458140100 - Intel: $1,308,054 Holding
00162Q452 - Alerian MLP ETF: $1,208,105 Holding
92206C870 - Vanguard Intermediate-Term Corporate Bond ETF: $1,016,843 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF: 59,600 shares (about $40.93M)
MasTec: 30,228 shares (about $12.58M)
Apple: 27,782 shares (about $8.04M)
iShares Core S&P Small-Cap ETF: 47,530 shares (about $7.05M)
iShares Russell 1000 Growth ETF: 48,033 shares (about $5.96M)

Largest Sales this Quarter

iShares Core S&P 500 ETF: 17,714 shares (about $13.27M)
GMO ETF TRUST: 98,267 shares (about $4.10M)
iShares Russell Mid-Cap ETF: 4,766 shares (about $525.78K)
Vanguard Health Care ETF: 1,211 shares (about $362.10K)
Innovator U.S. Equity Ultra Buffer ETF - September: 5,398 shares (about $223.10K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GMO ETF TRUST	$143,074,971	$4,097,241 â–¼	-2.8%	3,431,467	13.4%	US QUALITY ETF
VOO Vanguard S&P 500 ETF	$75,521,853	$40,933,998 â–²	118.3%	109,960	7.1%	ETF
IJR iShares Core S&P Small-Cap ETF	$52,135,770	$7,049,182 â–²	15.6%	351,532	4.9%	ETF
MTZ MasTec	$51,666,747	$12,576,662 â–²	32.2%	124,181	4.8%	Construction
AAPL Apple	$43,339,341	$8,038,975 â–²	22.8%	149,777	4.0%	Computer and Technology
IWB iShares Russell 1000 ETF	$36,551,970	$2,867 â–¼	0.0%	89,260	3.4%	ETF
SPY SPDR S&P 500 ETF Trust	$31,570,297	$1,756,395 â–²	5.9%	42,276	2.9%	Finance
IVV iShares Core S&P 500 ETF	$29,212,476	$13,265,735 â–¼	-31.2%	39,008	2.7%	ETF
ADVISORS INNER CIRCLE FD III	$24,345,976	$10,389 â–²	0.0%	958,503	2.3%	GQG US EQUIT ETF
GOOGL Alphabet	$23,668,556	$3,378,210 â–²	16.6%	66,230	2.2%	Computer and Technology
IWR iShares Russell Mid-Cap ETF	$22,872,822	$525,784 â–¼	-2.2%	207,332	2.1%	ETF
XLK Technology Select Sector SPDR Fund	$19,564,937	$2,667 â–²	0.0%	102,692	1.8%	ETF
META Meta Platforms	$18,970,650	$2,547,220 â–²	15.5%	33,678	1.8%	Computer and Technology
AMZN Amazon.com	$17,599,121	$2,860,096 â–²	19.4%	73,840	1.6%	Retail/Wholesale
VERX Vertex	$15,427,260	$677 â–²	0.0%	1,343,838	1.4%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$15,200,956	$65,497 â–¼	-0.4%	41,079	1.4%	ETF
NVDA NVIDIA	$14,919,336	$3,494,178 â–²	30.6%	74,563	1.4%	Computer and Technology
MSFT Microsoft	$14,046,264	$1,905,735 â–²	15.7%	37,656	1.3%	Computer and Technology
QQQ Invesco QQQ	$12,479,500	$69,956 â–²	0.6%	16,947	1.2%	Finance
BRK.B Berkshire Hathaway	$12,064,086	$409,325 â–²	3.5%	24,109	1.1%	Finance
VXUS Vanguard Total International Stock ETF	$11,760,945	$1,914,976 â–²	19.4%	137,571	1.1%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$11,209,641	$4,220 â–²	0.0%	15,938	1.0%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$10,573,783		0.0%	238,363	1.0%	ETF
OEF iShares S&P 100 ETF	$10,031,424		0.0%	27,418	0.9%	ETF
GOOG Alphabet	$9,629,383	$126,336 â–²	1.3%	29,726	0.9%	Computer and Technology
JNJ Johnson & Johnson	$9,377,980	$404,569 â–²	4.5%	36,926	0.9%	Medical
AMENTUM HOLDINGS INC	$9,065,677	$1,399 â–²	0.0%	9,065,677	0.8%	COM
VYMI Vanguard International High Dividend Yield ETF	$8,521,600		0.0%	86,778	0.8%	ETF
IWF iShares Russell 1000 Growth ETF	$7,952,352	$5,964,264 â–²	300.0%	64,044	0.7%	ETF
UBER Uber Technologies	$7,859,956	$642,296 â–²	8.9%	108,924	0.7%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$7,432,919	$852,079 â–²	12.9%	234,403	0.7%	ETF
MU Micron Technology	$7,135,250	$5,495,135 â–²	335.0%	6,182	0.7%	Computer and Technology
FULT Fulton Financial	$6,799,906		0.0%	281,104	0.6%	Finance
TSLA Tesla	$6,224,896	$231,331 â–²	3.9%	14,800	0.6%	Auto/Tires/Trucks
JPM JPMorgan Chase & Co.	$6,153,844	$662,193 â–²	12.1%	18,800	0.6%	Finance
BSY Bentley Systems	$5,815,868	$7,502 â–²	0.1%	194,576	0.5%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$5,511,296		0.0%	34,875	0.5%	Financial Services
TSM Taiwan Semiconductor Manufacturing	$4,736,887	$169,875 â–²	3.7%	9,899	0.4%	Computer and Technology
RBLX Roblox	$4,656,794	$80,700 â–¼	-1.7%	85,634	0.4%	Consumer Discretionary
EPD Enterprise Products Partners	$4,375,635	$29,555 â–²	0.7%	119,033	0.4%	Energy
ABBV AbbVie	$4,164,515	$332,678 â–²	8.7%	16,549	0.4%	Medical
VO Vanguard Mid-Cap ETF	$3,958,807	$2,934,843 â–²	286.6%	49,135	0.4%	ETF
AVGO Broadcom	$3,890,431	$859,000 â–²	28.3%	10,299	0.4%	Computer and Technology
MCD McDonald's	$3,880,886	$288,694 â–²	8.0%	14,357	0.4%	Retail/Wholesale
VUG Vanguard Growth ETF	$3,524,849	$3,083,812 â–²	699.2%	40,920	0.3%	ETF
SDY SPDR S&P Dividend ETF	$3,368,352	$85,830 â–²	2.6%	22,134	0.3%	ETF
APH Amphenol	$3,354,297	$941,368 â–²	39.0%	19,024	0.3%	Computer and Technology
MELI MercadoLibre	$3,194,488	$1,697 â–¼	-0.1%	1,882	0.3%	Retail/Wholesale
VB Vanguard Small-Cap ETF	$2,996,038	$30,312 â–²	1.0%	9,884	0.3%	ETF
AMAT Applied Materials	$2,877,195	$66,508 â–²	2.4%	3,980	0.3%	Computer and Technology
GLD SPDR Gold Shares	$2,745,536	$122,671 â–¼	-4.3%	7,453	0.3%	Finance
LAM RESEARCH CORP	$2,712,810	$147,845 â–²	5.8%	6,257	0.3%	COM NEW
XLP Consumer Staples Select Sector SPDR Fund	$2,595,614	$415 â–²	0.0%	31,246	0.2%	ETF
LLY Eli Lilly and Company	$2,580,897	$453,336 â–²	21.3%	2,152	0.2%	Medical
BAC Bank of America	$2,570,651	$591,737 â–²	29.9%	45,115	0.2%	Finance
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$2,449,407	$115,497 â–¼	-4.5%	17,263	0.2%	ETF
HD Home Depot	$2,414,095	$1,141,978 â–²	89.8%	6,845	0.2%	Retail/Wholesale
VTV Vanguard Value ETF	$2,309,840	$570,977 â–²	32.8%	10,599	0.2%	ETF
PNC The PNC Financial Services Group	$2,308,855	$66,235 â–²	3.0%	9,377	0.2%	Finance
ASML ASML	$2,240,109	$833,575 â–²	59.3%	1,126	0.2%	Computer and Technology
VV Vanguard Large-Cap ETF	$2,236,447		0.0%	6,503	0.2%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$2,228,164	$2,228,164 â–²	New Holding	23,561	0.2%	ETF
IVW iShares S&P 500 Growth ETF	$2,138,867		0.0%	15,552	0.2%	ETF
WMB Williams Companies	$2,137,591	$215,439 â–¼	-9.2%	28,754	0.2%	Energy
IWM iShares Russell 2000 ETF	$2,123,163	$300 â–²	0.0%	7,067	0.2%	Finance
V Visa	$2,089,549	$260,422 â–²	14.2%	6,090	0.2%	Business Services
COST Costco Wholesale	$2,039,328	$41,161 â–²	2.1%	2,180	0.2%	Retail/Wholesale
AXP American Express	$2,037,622	$552,363 â–²	37.2%	6,024	0.2%	Finance
XLV Health Care Select Sector SPDR Fund	$2,037,372	$640,675 â–²	45.9%	12,841	0.2%	ETF
PEP PepsiCo	$2,037,164	$494,059 â–²	32.0%	15,046	0.2%	Consumer Staples
AMD Advanced Micro Devices	$2,016,657	$366,506 â–²	22.2%	3,472	0.2%	Computer and Technology
ET Energy Transfer	$1,945,403		0.0%	101,747	0.2%	Energy
HIMS Hims & Hers Health	$1,788,336	$1,144 â–¼	-0.1%	51,582	0.2%	Medical
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,785,122		0.0%	10,867	0.2%	ETF
DIS Walt Disney	$1,778,386	$635,626 â–²	55.6%	18,477	0.2%	Consumer Discretionary
IWD iShares Russell 1000 Value ETF	$1,759,227		0.0%	7,257	0.2%	ETF
ABT Abbott Laboratories	$1,697,201	$1,270 â–¼	-0.1%	18,704	0.2%	Medical
MRVL Marvell Technology	$1,692,496	$286,849 â–²	20.4%	5,682	0.2%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$1,622,703		0.0%	21,044	0.2%	ETF
EFA iShares MSCI EAFE ETF	$1,615,280	$5,090 â–²	0.3%	15,549	0.2%	Finance
HCA HCA Healthcare	$1,604,787	$13,256 â–¼	-0.8%	4,116	0.1%	Medical
AMGN Amgen	$1,588,707	$2,897 â–¼	-0.2%	4,387	0.1%	Medical
NSC Norfolk Southern	$1,567,917	$28,313 â–²	1.8%	4,984	0.1%	Transportation
COHR Coherent	$1,566,835	$1,566,835 â–²	New Holding	3,972	0.1%	Business Services
GWW W.W. Grainger	$1,544,054	$14,964 â–²	1.0%	1,135	0.1%	Industrials
GE VERNOVA INC	$1,493,502	$17,626 â–²	1.2%	1,271	0.1%	COM
ACWX iShares MSCI ACWI ex U.S. ETF	$1,490,310	$140,804 â–¼	-8.6%	19,581	0.1%	Manufacturing
MRK Merck & Co., Inc.	$1,475,656	$429,968 â–²	41.1%	11,408	0.1%	Medical
IVE iShares S&P 500 Value ETF	$1,471,803		0.0%	6,482	0.1%	ETF
NVR NVR	$1,444,441		0.0%	212	0.1%	Construction
GE GE Aerospace	$1,443,413	$88,578 â–²	6.5%	3,862	0.1%	Aerospace
BA Boeing	$1,406,622	$674,737 â–²	92.2%	6,498	0.1%	Aerospace
MA Mastercard	$1,363,277	$22,601 â–¼	-1.6%	2,654	0.1%	Business Services
VTEB Vanguard Tax-Exempt Bond ETF	$1,352,560	$49,417 â–¼	-3.5%	26,741	0.1%	ETF
SPHQ Invesco S&P 500 Quality ETF	$1,351,500		0.0%	15,000	0.1%	ETF
CAT Caterpillar	$1,345,225	$298,229 â–²	28.5%	1,263	0.1%	Industrials
VTWO Vanguard Russell 2000 ETF	$1,343,755		0.0%	11,067	0.1%	ETF
ISRG Intuitive Surgical	$1,341,772	$54,482 â–²	4.2%	3,374	0.1%	Medical
BND Vanguard Total Bond Market ETF	$1,317,269	$110,335 â–²	9.1%	17,944	0.1%	ETF
ORCL Oracle	$1,310,977	$160,905 â–²	14.0%	8,946	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Legacy Advisors, LLC Top Holdings and 13F Report (2026)

About Legacy Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Legacy Advisors, LLC Top Holdings and 13F Report (2026)

About Legacy Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLegacy Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools