Legacy Advisors, LLC Top Holdings and 13F Report (2026) About Legacy Advisors, LLCInvestment ActivityLegacy Advisors, LLC has $848.22 million in total holdings as of March 31, 2026.Legacy Advisors, LLC owns shares of 279 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 4.93% of the portfolio was purchased this quarter.About 14.26% of the portfolio was sold this quarter.This quarter, Legacy Advisors, LLC has purchased 288 new stocks and bought additional shares in 91 stocks.Legacy Advisors, LLC sold shares of 126 stocks and completely divested from 28 stocks this quarter.Largest Holdings GMO ETF TRUST $127,919,212iShares Core S&P Small-Cap ETF $37,790,538iShares Core S&P 500 ETF $37,051,182iShares Russell 1000 ETF $31,829,042Apple $30,961,081 Largest New Holdings this Quarter 921937827 - Vanguard Short-Term Bond ETF $722,156 Holding46432F834 - iShares Core MSCI Total International Stock ETF $614,711 Holding69374H881 - Pacer US Cash Cows 100 ETF $302,978 Holding56585A102 - Marathon Petroleum $269,998 Holding053015103 - Automatic Data Processing $269,275 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 27,048 shares (about $16.16M)Vanguard International High Dividend Yield ETF 55,427 shares (about $5.22M)iShares Core S&P Small-Cap ETF 33,700 shares (about $4.19M)ADVISORS INNER CIRCLE FD III 122,640 shares (about $3.30M)GMO ETF TRUST 35,950 shares (about $1.30M) Largest Sales this Quarter MasTec 286,755 shares (about $92.26M)iShares Core S&P 500 ETF 2,772 shares (about $1.81M)Apple 4,606 shares (about $1.17M)AMENTUM HOLDINGS INC 750,011 shares (about $750.01K)Alphabet 2,205 shares (about $634.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGMO ETF TRUST$127,919,212$1,302,845 ▲1.0%3,529,73415.1%GMO US QUALITY EIJRiShares Core S&P Small-Cap ETF$37,790,538$4,189,252 ▲12.5%304,0024.5%ETFIVViShares Core S&P 500 ETF$37,051,182$1,810,689 ▼-4.7%56,7224.4%ETFIWBiShares Russell 1000 ETF$31,829,042$14,262 ▼0.0%89,2673.8%ETFAAPLApple$30,961,081$1,168,956 ▼-3.6%121,9953.7%Computer and TechnologyMTZMasTec$30,228,438$92,260,553 ▼-75.3%93,9533.6%ConstructionVOOVanguard S&P 500 ETF$30,092,718$16,162,586 ▲116.0%50,3603.5%ETFSPYSPDR S&P 500 ETF Trust$25,963,915$29,265 ▲0.1%39,9243.1%FinanceADVISORS INNER CIRCLE FD III$25,782,310$3,300,242 ▲14.7%958,0943.0%GQG US EQUITY ETIWRiShares Russell Mid-Cap ETF$20,622,250$116,287 ▲0.6%212,0982.4%ETFMETAMeta Platforms$16,681,040$20,597 ▲0.1%29,1562.0%Computer and TechnologyGOOGLAlphabet$16,326,806$634,070 ▼-3.7%56,7771.9%Computer and TechnologyVERXVertex$15,977,532$713 ▼0.0%1,343,7791.9%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$13,645,918$15,682 ▼-0.1%102,6781.6%ETFVTIVanguard Total Stock Market ETF$13,235,444$914,637 ▲7.4%41,2561.6%ETFAMZNAmazon.com$12,879,417$38,322 ▼-0.3%61,8401.5%Retail/WholesaleMSFTMicrosoft$12,047,974$306,502 ▲2.6%32,5471.4%Computer and TechnologyBRK.BBerkshire Hathaway$11,161,160$203,183 ▼-1.8%23,2911.3%FinanceNVDANVIDIA$9,958,723$261,264 ▼-2.6%57,1001.2%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$9,825,971$6,167 ▲0.1%15,9321.2%ETFQQQInvesco QQQ$9,726,893$208,367 ▲2.2%16,8521.1%FinanceDFACDimensional U.S. Core Equity 2 ETF$9,262,7860.0%238,3631.1%ETFAMENTUM HOLDINGS INC$9,064,278$750,011 ▼-7.6%9,064,2781.1%COMVXUSVanguard Total International Stock ETF$8,880,836$191,541 ▼-2.1%115,1711.0%ETFOEFiShares S&P 100 ETF$8,720,8430.0%27,4181.0%ETFJNJJohnson & Johnson$8,636,682$404,787 ▲4.9%35,3331.0%MedicalVYMIVanguard International High Dividend Yield ETF$8,177,959$5,223,441 ▲176.8%86,7781.0%ETFGOOGAlphabet$7,706,437$42,557 ▼-0.5%29,3360.9%Computer and TechnologyUBERUber Technologies$7,194,626$3,596 ▼0.0%100,0230.8%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$6,827,120$71,209 ▼-1.0%16,0110.8%ETFBSYBentley Systems$6,824,693$11,906 ▲0.2%194,3250.8%Computer and TechnologySCHDSchwab US Dividend Equity ETF$6,367,082$68,969 ▲1.1%207,5320.8%ETFFULTFulton Financial$5,717,6550.0%281,1040.7%FinanceTSLATesla$5,297,597$182,163 ▲3.6%14,2500.6%Auto/Tires/TrucksVYMVanguard High Dividend Yield ETF$5,164,988$63,535 ▲1.2%34,8750.6%ETFJPMJPMorgan Chase & Co.$4,935,140$214,443 ▼-4.2%16,7770.6%FinanceRBLXRoblox$4,927,412$50,056 ▲1.0%87,1180.6%Consumer DiscretionaryEPDEnterprise Products Partners$4,473,767$31,937 ▲0.7%118,2290.5%EnergyMCDMcDonald's$4,130,190$32,945 ▼-0.8%13,2890.5%Retail/WholesaleVOVanguard Mid-Cap ETF$3,649,771$162,544 ▼-4.3%12,7090.4%ETFGLDSPDR Gold Shares$3,350,238$861 ▼0.0%7,7860.4%FinanceABBVAbbVie$3,311,690$92,432 ▼-2.7%15,2270.4%MedicalMELIMercadoLibre$3,256,504$24,212 ▲0.7%1,8830.4%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$3,234,075$163,330 ▲5.3%9,5440.4%Computer and TechnologySDYSPDR S&P Dividend ETF$3,147,926$16,783 ▼-0.5%21,5700.4%ETFXOMExxonMobil$3,119,895$29,860 ▼-0.9%18,3890.4%EnergyVBVanguard Small-Cap ETF$2,562,625$237,561 ▼-8.5%9,7840.3%ETFXLPConsumer Staples Select Sector SPDR Fund$2,561,169$222,415 ▲9.5%31,2410.3%ETFAVGOBroadcom$2,483,691$163,413 ▲7.0%8,0250.3%Computer and TechnologyWMBWilliams Companies$2,303,654$373,365 ▼-13.9%31,6520.3%EnergyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$2,261,987$12,138 ▲0.5%18,0770.3%ETFVUGVanguard Growth ETF$2,236,365$788,406 ▲54.4%5,1200.3%ETFCOSTCostco Wholesale$2,128,375$89,679 ▼-4.0%2,1360.3%Retail/WholesaleHCAHCA Healthcare$1,963,946$9,938 ▼-0.5%4,1500.2%MedicalETEnergy Transfer$1,963,717$138,284 ▼-6.6%101,7470.2%EnergyVVVanguard Large-Cap ETF$1,943,4220.0%6,5030.2%ETFABTAbbott Laboratories$1,921,753$83,162 ▼-4.1%18,7180.2%MedicalPNCThe PNC Financial Services Group$1,895,305$4,786 ▼-0.3%9,1080.2%FinancePEPPepsiCo$1,769,893$4,038 ▼-0.2%11,3970.2%Consumer StaplesIVWiShares S&P 500 Growth ETF$1,759,0870.0%15,5520.2%ETFIWMiShares Russell 2000 ETF$1,752,374$124,992 ▼-6.7%7,0660.2%FinanceAPHAmphenol$1,732,457$12,660 ▲0.7%13,6850.2%Computer and TechnologyBACBank of America$1,693,092$29,981 ▼-1.7%34,7300.2%FinanceLLYEli Lilly and Company$1,631,468$362,344 ▼-18.2%1,7740.2%MedicalVVisa$1,611,352$181,961 ▼-10.1%5,3310.2%Business ServicesVTVVanguard Value ETF$1,565,480$216,801 ▲16.1%7,9790.2%ETFIWDiShares Russell 1000 Value ETF$1,550,5260.0%7,2570.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,547,7870.0%10,8670.2%ETFAMGNAmgen$1,546,258$22,165 ▼-1.4%4,3950.2%MedicalEFAiShares MSCI EAFE ETF$1,505,4700.0%15,5000.2%FinanceISRGIntuitive Surgical$1,492,268$461 ▼0.0%3,2370.2%MedicalCVXChevron$1,481,855$112,970 ▼-7.1%7,1620.2%EnergyNFLXNetflix$1,476,864$13,557 ▼-0.9%15,3600.2%Consumer DiscretionaryACWXiShares MSCI ACWI ex U.S. ETF$1,467,381$54,365 ▼-3.6%21,4310.2%ManufacturingEFXEquifax$1,447,901$19,807 ▲1.4%8,0410.2%Business ServicesIJHiShares Core S&P Mid-Cap ETF$1,421,101$20,799 ▲1.5%21,0440.2%ETFNSCNorfolk Southern$1,404,578$3,444 ▼-0.2%4,8940.2%TransportationNVRNVR$1,397,044$6,590 ▲0.5%2120.2%ConstructionBABAAlibaba Group$1,384,991$502 ▼0.0%11,0390.2%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$1,382,851$148,223 ▲12.0%27,7180.2%ETFIVEiShares S&P 500 Value ETF$1,368,6740.0%6,4820.2%ETFMAMastercard$1,347,951$127,900 ▼-8.7%2,6980.2%Business ServicesAMATApplied Materials$1,328,882$27,343 ▼-2.0%3,8880.2%Computer and TechnologyAXPAmerican Express$1,328,190$1,210 ▲0.1%4,3910.2%FinanceISHARES BITCOIN TRUST ETF$1,310,314$344,013 ▲35.6%34,1050.2%SHS BEN INTXLVHealth Care Select Sector SPDR Fund$1,290,671$405,103 ▼-23.9%8,8030.2%ETFSPOTSpotify Technology$1,276,768$5,334 ▲0.4%2,6330.2%Computer and TechnologyLAM RESEARCH CORP$1,265,485$14,974 ▼-1.2%5,9160.1%COM NEWGWWW.W. Grainger$1,226,070$9,817 ▼-0.8%1,1240.1%IndustrialsVENTURE GLOBAL INC$1,219,272$1,355 ▲0.1%77,3650.1%COM CL ABNDVanguard Total Bond Market ETF$1,210,715$460,397 ▲61.4%16,4410.1%ETFHDHome Depot$1,186,315$81,565 ▼-6.4%3,6070.1%Retail/WholesaleORCLOracle$1,154,493$99,003 ▼-7.9%7,8480.1%Computer and TechnologyDISWalt Disney$1,144,294$53,972 ▼-4.5%11,8730.1%Consumer DiscretionarySPHQInvesco S&P 500 Quality ETF$1,127,8500.0%15,0000.1%ETFVTWOVanguard Russell 2000 ETF$1,108,581$11,019 ▼-1.0%11,0670.1%ETFEMREmerson Electric$1,106,601$524 ▼0.0%8,4460.1%IndustrialsGE VERNOVA INC$1,096,6160.0%1,2560.1%COMNANO NUCLEAR ENERGY INC$1,095,8440.0%53,5080.1%COMPFSProvident Financial Services$1,093,7390.0%51,6890.1%FinanceShowing largest 100 holdings. View all holdings. 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