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

About Legacy Wealth Advisors, LLC

Investment Activity

Legacy Wealth Advisors, LLC has $231.04 million in total holdings as of June 30, 2026.
Legacy Wealth Advisors, LLC owns shares of 148 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 16.92% of the portfolio was purchased this quarter.
About 6.35% of the portfolio was sold this quarter.
This quarter, Legacy Wealth Advisors, LLC has purchased 109 new stocks and bought additional shares in 67 stocks.
Legacy Wealth Advisors, LLC sold shares of 20 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

iShares 0-3 Month Treasury Bond ETF: $53,130,832
JPMorgan Ultra-Short Income ETF: $15,850,257
SPDR S&P 500 ETF Trust: $15,395,277
Berkshire Hathaway: $14,228,150
Apple: $7,251,941

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN CORP: $2,356,160 Holding
007903107 - Advanced Micro Devices: $1,061,904 Holding
458140100 - Intel: $752,327 Holding
697435105 - Palo Alto Networks: $552,112 Holding
254687106 - Walt Disney: $474,513 Holding

Largest Purchases this Quarter

iShares 0-3 Month Treasury Bond ETF: 60,592 shares (about $6.10M)
AB Tax-Aware Short Duration Municipal ETF: 99,682 shares (about $2.51M)
SPACE EXPLORATION TECHN CORP: 13,790 shares (about $2.36M)
NVIDIA: 7,573 shares (about $1.52M)
Alphabet: 3,828 shares (about $1.37M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 5,944 shares (about $4.44M)
AB Ultra Short Income ETF: 57,596 shares (about $2.90M)
JPMorgan Ultra-Short Income ETF: 54,287 shares (about $2.75M)
Oracle: 4,842 shares (about $709.60K)
Vanguard S&P 500 ETF: 772 shares (about $530.22K)

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
SGOV iShares 0-3 Month Treasury Bond ETF	$53,130,832	$6,099,799 â–²	13.0%	527,772	23.0%	ETF
JPST JPMorgan Ultra-Short Income ETF	$15,850,257	$2,745,294 â–¼	-14.8%	313,432	6.9%	ETF
SPY SPDR S&P 500 ETF Trust	$15,395,277	$4,441,132 â–¼	-22.4%	20,605	6.7%	ETF
BRK.A Berkshire Hathaway	$14,228,150		0.0%	19	6.2%	Finance
AAPL Apple	$7,251,941	$746,260 â–²	11.5%	25,062	3.1%	Technology
NVDA NVIDIA	$7,157,620	$1,515,282 â–²	26.9%	35,772	3.1%	Technology
AB ACTIVE ETFS INC	$6,912,676	$7,150 â–¼	-0.1%	162,428	3.0%	CONSERVATIVE
VTI Vanguard Total Stock Market ETF	$6,673,729	$40,335 â–¼	-0.6%	18,035	2.9%	ETF
AMZN Amazon.com	$5,093,565	$1,236,270 â–²	32.1%	21,371	2.2%	Consumer Discretionary
GOOGL Alphabet	$5,064,648	$1,368,012 â–²	37.0%	14,172	2.2%	Communication Services
MSFT Microsoft	$4,926,849	$1,125,029 â–²	29.6%	13,208	2.1%	Technology
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$4,032,069	$378,473 â–¼	-8.6%	43,999	1.7%	ETF
TAFI AB Tax-Aware Short Duration Municipal ETF	$3,366,391	$2,513,980 â–²	294.9%	133,481	1.5%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$3,211,310	$590,856 â–²	22.5%	38,344	1.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$2,678,288		0.0%	37,590	1.2%	ETF
SCHD Schwab US Dividend Equity ETF	$2,552,655		0.0%	80,500	1.1%	ETF
SPACE EXPLORATION TECHN CORP	$2,356,160	$2,356,160 â–²	New Holding	13,790	1.0%	CLASS A COM STK
AVGO Broadcom	$2,301,631	$341,864 â–²	17.4%	6,093	1.0%	Technology
TSLA Tesla	$2,258,202	$79,493 â–¼	-3.4%	5,369	1.0%	Consumer Discretionary
META Meta Platforms	$1,990,667	$55,202 â–²	2.9%	3,534	0.9%	Communication Services
BXSL Blackstone Secured Lending Fund	$1,896,373	$42,085 â–²	2.3%	79,982	0.8%	Finance
SHV iShares Short Treasury Bond ETF	$1,881,888	$16,663 â–²	0.9%	17,054	0.8%	ETF
VOO Vanguard S&P 500 ETF	$1,852,327	$530,217 â–¼	-22.3%	2,697	0.8%	ETF
DGRO iShares Core Dividend Growth ETF	$1,789,933		0.0%	23,617	0.8%	ETF
MU Micron Technology	$1,569,835	$489,419 â–²	45.3%	1,360	0.7%	Technology
SCHG Schwab U.S. Large-Cap Growth ETF	$1,450,586		0.0%	42,866	0.6%	ETF
GOOG Alphabet	$1,426,747	$382,657 â–²	36.6%	4,038	0.6%	Communication Services
BRK.B Berkshire Hathaway	$1,290,006	$146,114 â–¼	-10.2%	2,578	0.6%	Finance
XLE Energy Select Sector SPDR Fund	$1,186,922	$8,392 â–²	0.7%	22,348	0.5%	ETF
AB ACTIVE ETFS INC	$1,124,669	$503,288 â–²	81.0%	21,533	0.5%	EMER MKTS OP ETF
V Visa	$1,087,253	$147,872 â–²	15.7%	3,169	0.5%	Finance
AMD Advanced Micro Devices	$1,061,904	$1,061,904 â–²	New Holding	1,828	0.5%	Technology
JPM JPMorgan Chase & Co.	$1,045,820	$121,767 â–²	13.2%	3,195	0.5%	Finance
LLY Eli Lilly and Company	$1,012,319	$177,516 â–²	21.3%	844	0.4%	Healthcare
YEAR AB Ultra Short Income ETF	$991,044	$2,899,384 â–¼	-74.5%	19,687	0.4%	ETF
SIMPLIFY EXCHANGE TRADED FUN	$940,676	$294 â–²	0.0%	19,170	0.4%	MBS ETF
BBJP JPMorgan BetaBuilders Japan ETF	$895,361		0.0%	11,889	0.4%	ETF
ASML ASML	$859,439	$125,335 â–²	17.1%	432	0.4%	Technology
UNH UnitedHealth Group	$856,614	$189,527 â–²	28.4%	2,061	0.4%	Healthcare
AMAT Applied Materials	$851,694	$172,797 â–²	25.5%	1,178	0.4%	Technology
XOM ExxonMobil	$819,774	$223,401 â–²	37.5%	5,996	0.4%	Energy
XLF Financial Select Sector SPDR Fund	$817,607		0.0%	15,251	0.4%	ETF
KAYNE ANDERSON BDC INC	$799,475		0.0%	59,089	0.3%	COM SHS
QQQ Invesco QQQ	$758,492	$147,280 â–²	24.1%	1,030	0.3%	ETF
INTC Intel	$752,327	$752,327 â–²	New Holding	5,388	0.3%	Technology
KLAC KLA	$737,078	$665,271 â–²	926.5%	2,443	0.3%	Technology
VGT Vanguard Information Technology ETF	$722,857	$632,500 â–²	700.0%	6,048	0.3%	ETF
TSM Taiwan Semiconductor Manufacturing	$722,564	$16,715 â–²	2.4%	1,513	0.3%	Technology
BAC Bank of America	$714,302	$216,752 â–²	43.6%	12,536	0.3%	Finance
SABLE OFFSHORE CORP	$617,078	$309,078 â–²	100.4%	200,350	0.3%	COM SHS
VYM Vanguard High Dividend Yield ETF	$611,735	$91,341 â–¼	-13.0%	3,871	0.3%	ETF
WALMART INC	$609,453	$168,644 â–²	38.3%	5,381	0.3%	COM
CSCO Cisco Systems	$602,923	$252,422 â–²	72.0%	5,133	0.3%	Technology
MA Mastercard	$602,453	$385,714 â–²	178.0%	1,173	0.3%	Finance
JNJ Johnson & Johnson	$594,036	$182,097 â–²	44.2%	2,339	0.3%	Healthcare
GE VERNOVA INC	$592,717	$57,511 â–²	10.7%	505	0.3%	COM
GE GE Aerospace	$571,434	$15,697 â–²	2.8%	1,529	0.2%	Industrials
PANW Palo Alto Networks	$552,112	$552,112 â–²	New Holding	1,619	0.2%	Technology
CAT Caterpillar	$497,309	$66,024 â–²	15.3%	467	0.2%	Industrials
MRK Merck & Co., Inc.	$494,468	$180,543 â–²	57.5%	3,848	0.2%	Healthcare
PGR Progressive	$488,892	$175,634 â–²	56.1%	2,238	0.2%	Finance
COST Costco Wholesale	$487,380	$110,385 â–²	29.3%	521	0.2%	Consumer Staples
DIS Walt Disney	$474,513	$474,513 â–²	New Holding	4,930	0.2%	Communication Services
LAM RESEARCH CORP	$462,797	$14,300 â–¼	-3.0%	1,068	0.2%	COM NEW
ABBV AbbVie	$457,734	$83,796 â–²	22.4%	1,819	0.2%	Healthcare
KO CocaCola	$456,819	$129,870 â–²	39.7%	5,621	0.2%	Consumer Staples
BBCA JPMorgan BetaBuilders Canada ETF	$447,201		0.0%	4,499	0.2%	ETF
FWD AB Disruptors ETF	$442,583	$442,583 â–²	New Holding	2,988	0.2%	ETF
RTX RTX	$433,723	$94,865 â–²	28.0%	2,286	0.2%	Industrials
IBKR Interactive Brokers Group	$418,054	$4,265 â–²	1.0%	4,803	0.2%	Finance
SPEM SPDR Portfolio Emerging Markets ETF	$405,956		0.0%	7,840	0.2%	ETF
LINDE PLC	$404,774	$140,114 â–²	52.9%	780	0.2%	SHS
HD Home Depot	$402,761	$68,773 â–²	20.6%	1,142	0.2%	Consumer Discretionary
VOX Vanguard Communication Services ETF	$387,399	$160,956 â–¼	-29.4%	2,106	0.2%	ETF
PALANTIR TECHNOLOGIES INC	$371,011	$101,736 â–²	37.8%	3,180	0.2%	CL A
WFC Wells Fargo & Company	$369,732	$10,082 â–²	2.8%	4,474	0.2%	Finance
PM Philip Morris International	$359,650	$78,696 â–²	28.0%	1,988	0.2%	Consumer Staples
CRWD CrowdStrike	$354,097	$354,097 â–²	New Holding	464	0.2%	Technology
MRVL Marvell Technology	$350,915	$350,915 â–²	New Holding	1,178	0.2%	Technology
APH Amphenol	$349,643	$349,643 â–²	New Holding	1,983	0.2%	Technology
ARK ETF TR	$343,485		0.0%	4,250	0.1%	INNOVATION ETF
TXN Texas Instruments	$341,291	$341,291 â–²	New Holding	1,145	0.1%	Technology
PLD Prologis	$339,895	$20,998 â–¼	-5.8%	2,509	0.1%	Real Estate
HWM Howmet Aerospace	$338,495	$95,983 â–²	39.6%	1,259	0.1%	Industrials
TER Teradyne	$336,269	$336,269 â–²	New Holding	695	0.1%	Technology
MS Morgan Stanley	$335,719	$50,379 â–²	17.7%	1,606	0.1%	Finance
CVX Chevron	$332,847	$1,658 â–²	0.5%	2,008	0.1%	Energy
STX Seagate Technology	$329,065	$329,065 â–²	New Holding	341	0.1%	Technology
MO Altria Group	$325,214	$19,067 â–²	6.2%	4,520	0.1%	Consumer Staples
NDSN Nordson	$322,809	$50,684 â–²	18.6%	1,070	0.1%	Industrials
ETN Eaton	$322,573	$322,573 â–²	New Holding	757	0.1%	Industrials
NVS Novartis	$320,179	$42,941 â–²	15.5%	2,043	0.1%	Healthcare
EOG EOG Resources	$318,747	$129,990 â–²	68.9%	2,457	0.1%	Energy
PG Procter & Gamble	$318,063	$75,960 â–²	31.4%	2,169	0.1%	Consumer Staples
ORCL Oracle	$314,057	$709,596 â–¼	-69.3%	2,143	0.1%	Technology
BBAX JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF	$313,719		0.0%	5,240	0.1%	ETF
TDY Teledyne Technologies	$311,443	$311,443 â–²	New Holding	467	0.1%	Technology
SANDISK CORP	$306,954	$306,954 â–²	New Holding	135	0.1%	COM
CDNS Cadence Design Systems	$306,637	$306,637 â–²	New Holding	817	0.1%	Technology
UL SOLUTIONS INC	$305,071	$305,071 â–²	New Holding	2,995	0.1%	CLASS A COM SHS

Showing largest 100 holdings. View all holdings.

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

About Legacy Wealth 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

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

About Legacy Wealth 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 Wealth 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