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%	Industrials
AAPL Apple	$43,339,341	$8,038,975 â–²	22.8%	149,777	4.0%	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%	ETF
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%	Communication Services
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%	Communication Services
AMZN Amazon.com	$17,599,121	$2,860,096 â–²	19.4%	73,840	1.6%	Consumer Discretionary
VERX Vertex	$15,427,260	$677 â–²	0.0%	1,343,838	1.4%	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%	Technology
MSFT Microsoft	$14,046,264	$1,905,735 â–²	15.7%	37,656	1.3%	Technology
QQQ Invesco QQQ	$12,479,500	$69,956 â–²	0.6%	16,947	1.2%	ETF
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%	Communication Services
JNJ Johnson & Johnson	$9,377,980	$404,569 â–²	4.5%	36,926	0.9%	Healthcare
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%	Industrials
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%	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%	Consumer Discretionary
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%	Technology
VYM Vanguard High Dividend Yield ETF	$5,511,296		0.0%	34,875	0.5%	ETF
TSM Taiwan Semiconductor Manufacturing	$4,736,887	$169,875 â–²	3.7%	9,899	0.4%	Technology
RBLX Roblox	$4,656,794	$80,700 â–¼	-1.7%	85,634	0.4%	Communication Services
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%	Healthcare
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%	Technology
MCD McDonald's	$3,880,886	$288,694 â–²	8.0%	14,357	0.4%	Consumer Discretionary
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%	Technology
MELI MercadoLibre	$3,194,488	$1,697 â–¼	-0.1%	1,882	0.3%	Consumer Discretionary
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%	Technology
GLD SPDR Gold Shares	$2,745,536	$122,671 â–¼	-4.3%	7,453	0.3%	ETF
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%	Healthcare
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%	Consumer Discretionary
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%	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%	ETF
V Visa	$2,089,549	$260,422 â–²	14.2%	6,090	0.2%	Finance
COST Costco Wholesale	$2,039,328	$41,161 â–²	2.1%	2,180	0.2%	Consumer Staples
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%	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%	Healthcare
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%	Communication Services
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%	Healthcare
MRVL Marvell Technology	$1,692,496	$286,849 â–²	20.4%	5,682	0.2%	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%	ETF
HCA HCA Healthcare	$1,604,787	$13,256 â–¼	-0.8%	4,116	0.1%	Healthcare
AMGN Amgen	$1,588,707	$2,897 â–¼	-0.2%	4,387	0.1%	Healthcare
NSC Norfolk Southern	$1,567,917	$28,313 â–²	1.8%	4,984	0.1%	Industrials
COHR Coherent	$1,566,835	$1,566,835 â–²	New Holding	3,972	0.1%	Technology
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%	ETF
MRK Merck & Co., Inc.	$1,475,656	$429,968 â–²	41.1%	11,408	0.1%	Healthcare
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%	Consumer Discretionary
GE GE Aerospace	$1,443,413	$88,578 â–²	6.5%	3,862	0.1%	Industrials
BA Boeing	$1,406,622	$674,737 â–²	92.2%	6,498	0.1%	Industrials
MA Mastercard	$1,363,277	$22,601 â–¼	-1.6%	2,654	0.1%	Finance
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%	Healthcare
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%	Technology

Showing largest 100 holdings. View all holdings.

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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

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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