Legacy Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Legacy Wealth Advisors, LLCInvestment ActivityLegacy Wealth Advisors, LLC has $195.96 million in total holdings as of March 31, 2026.Legacy Wealth Advisors, LLC owns shares of 109 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 30.07% of the portfolio was purchased this quarter.About 6.44% of the portfolio was sold this quarter.This quarter, Legacy Wealth Advisors, LLC has purchased 86 new stocks and bought additional shares in 50 stocks.Legacy Wealth Advisors, LLC sold shares of 14 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $47,026,372JPMorgan Ultra-Short Income ETF $18,610,259SPDR S&P 500 ETF Trust $17,265,895Berkshire Hathaway $13,644,660AB ACTIVE ETFS INC $6,606,617 Largest New Holdings this Quarter 808524797 - Schwab US Dividend Equity ETF $2,469,740 Holding00039J780 - AB ACTIVE ETFS INC $521,327 Holding22160K105 - Costco Wholesale $401,562 Holding74340W103 - Prologis $352,128 Holding69608A108 - PALANTIR TECHNOLOGIES INC $337,615 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 264,851 shares (about $26.66M)SPDR S&P 500 ETF Trust 11,075 shares (about $7.20M)Schwab US Dividend Equity ETF 80,500 shares (about $2.47M)Vanguard FTSE All-World ex-US ETF 23,855 shares (about $1.79M)Tesla 3,961 shares (about $1.47M) Largest Sales this Quarter SABLE OFFSHORE CORP 262,273 shares (about $4.33M)JPMorgan Ultra-Short Income ETF 58,431 shares (about $2.96M)Vanguard S&P 500 ETF 1,298 shares (about $775.62K)BLACKSKY TECHNOLOGY INC 21,827 shares (about $549.17K)Blackstone Secured Lending Fund 20,623 shares (about $488.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$47,026,372$26,659,920 ▲130.9%467,18024.0%ETFJPSTJPMorgan Ultra-Short Income ETF$18,610,259$2,957,193 ▼-13.7%367,7199.5%ETFSPYSPDR S&P 500 ETF Trust$17,265,895$7,202,523 ▲71.6%26,5498.8%FinanceBRK.ABerkshire Hathaway$13,644,6600.0%197.0%FinanceAB ACTIVE ETFS INC$6,606,617$6,826 ▼-0.1%162,5963.4%CONSERVATIVEVTIVanguard Total Stock Market ETF$5,820,781$189,278 ▲3.4%18,1443.0%ETFAAPLApple$5,705,961$1,128,097 ▲24.6%22,4832.9%Computer and TechnologyNVDANVIDIA$4,917,906$1,331,195 ▲37.1%28,1992.5%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,410,542$102,545 ▲2.4%48,1292.3%ETFYEARAB Ultra Short Income ETF$3,900,860$38,361 ▲1.0%77,2832.0%ETFMSFTMicrosoft$3,772,773$842,507 ▲28.8%10,1921.9%Computer and TechnologyAMZNAmazon.com$3,370,642$111,424 ▲3.4%16,1841.7%Retail/WholesaleGOOGLAlphabet$2,974,521$536,875 ▲22.0%10,3441.5%Computer and TechnologySCHDSchwab US Dividend Equity ETF$2,469,740$2,469,740 ▲New Holding80,5001.3%ETFVEAVanguard FTSE Developed Markets ETF$2,408,768$1,223,352 ▲103.2%37,5901.2%ETFVEUVanguard FTSE All-World ex-US ETF$2,349,804$1,791,511 ▲320.9%31,2891.2%ETFVOOVanguard S&P 500 ETF$2,072,901$775,620 ▼-27.2%3,4691.1%ETFTSLATesla$2,066,187$1,472,502 ▲248.0%5,5581.1%Auto/Tires/TrucksMETAMeta Platforms$1,965,839$536,658 ▲37.6%3,4361.0%Computer and TechnologySHViShares Short Treasury Bond ETF$1,865,869$13,909 ▼-0.7%16,9031.0%ETFBXSLBlackstone Secured Lending Fund$1,852,721$488,558 ▼-20.9%78,2070.9%FinanceDGROiShares Core Dividend Growth ETF$1,657,4420.0%23,6170.8%ETFSABLE OFFSHORE CORP$1,652,000$4,332,750 ▼-72.4%100,0000.8%COM SHSAVGOBroadcom$1,605,738$441,671 ▲37.9%5,1880.8%Computer and TechnologyBRK.BBerkshire Hathaway$1,375,304$474,887 ▲52.7%2,8700.7%FinanceXLEEnergy Select Sector SPDR Fund$1,359,357$8,699 ▲0.6%22,1900.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,248,6870.0%42,8660.6%ETFORCLOracle$1,027,564$38,249 ▼-3.6%6,9850.5%Computer and TechnologySIMPLIFY EXCHANGE TRADED FUN$947,860$297 ▲0.0%19,1640.5%MBS ETFTAFIAB Tax-Aware Short Duration Municipal ETF$851,059$11,986 ▲1.4%33,7990.4%ETFGOOGAlphabet$847,672$47,619 ▼-5.3%2,9550.4%Computer and TechnologyJPMJPMorgan Chase & Co.$830,414$148,845 ▲21.8%2,8230.4%FinanceVVisa$827,534$187,691 ▲29.3%2,7380.4%Business ServicesBBJPJPMorgan BetaBuilders Japan ETF$819,271$419,662 ▲105.0%11,8890.4%ETFKAYNE ANDERSON BDC INC$810,7020.0%59,0890.4%COM SHSXLFFinancial Select Sector SPDR Fund$752,942$430,309 ▲133.4%15,2510.4%ETFXOMExxonMobil$740,057$292,833 ▲65.5%4,3620.4%EnergyVYMVanguard High Dividend Yield ETF$658,897$6,072 ▲0.9%4,4490.3%ETFLLYEli Lilly and Company$640,160$91,977 ▲16.8%6960.3%MedicalVOXVanguard Communication Services ETF$536,1040.0%2,9810.3%ETFVGTVanguard Information Technology ETF$527,4770.0%7560.3%ETFAB ACTIVE ETFS INC$521,327$521,327 ▲New Holding11,8970.3%EMERGING MKTS OPTMOThermo Fisher Scientific$502,836$302,783 ▲151.4%1,0230.3%MedicalTSMTaiwan Semiconductor Manufacturing$499,491$81,108 ▲19.4%1,4780.3%Computer and TechnologyTJXTJX Companies$498,584$176,469 ▲54.8%3,1220.3%Retail/WholesaleASMLASML$487,387$140,008 ▲40.3%3690.2%Computer and TechnologyWALMART INC$483,698$48,345 ▲11.1%3,8920.2%COMQQQInvesco QQQ$479,0600.0%8300.2%FinanceUNHUnitedHealth Group$434,297$51,142 ▲13.3%1,6050.2%MedicalBACBank of America$425,685$215,036 ▲102.1%8,7320.2%FinanceBBCAJPMorgan BetaBuilders Canada ETF$423,176$215,868 ▲104.1%4,4990.2%ETFGEGE Aerospace$421,966$180,761 ▲74.9%1,4870.2%AerospaceCVXChevron$413,387$93,105 ▲29.1%1,9980.2%EnergyCOSTCostco Wholesale$401,562$401,562 ▲New Holding4030.2%Retail/WholesaleGE VERNOVA INC$397,606$56,676 ▲16.6%4560.2%COMJNJJohnson & Johnson$396,482$43,999 ▼-10.0%1,6220.2%MedicalSPEMSPDR Portfolio Emerging Markets ETF$367,7750.0%7,8400.2%ETFPLDPrologis$352,128$352,128 ▲New Holding2,6640.2%FinanceKLACKLA$350,434$25,031 ▲7.7%2380.2%Computer and TechnologyWFCWells Fargo & Company$346,463$19,186 ▲5.9%4,3520.2%FinanceRTXRTX$344,520$73,688 ▲27.2%1,7860.2%AerospacePALANTIR TECHNOLOGIES INC$337,615$337,615 ▲New Holding2,3080.2%CL ANFLXNetflix$335,372$97,881 ▲41.2%3,4880.2%Consumer DiscretionarySHELShell$335,172$335,172 ▲New Holding3,6040.2%EnergyNKENIKE$323,523$323,523 ▲New Holding6,1250.2%Consumer DiscretionaryABBVAbbVie$323,191$112,225 ▲53.2%1,4860.2%MedicalAMATApplied Materials$320,941$320,941 ▲New Holding9390.2%Computer and TechnologyIBKRInteractive Brokers Group$318,851$3,219 ▼-1.0%4,7540.2%FinanceMUMicron Technology$316,219$316,219 ▲New Holding9360.2%Computer and TechnologyNOCNorthrop Grumman$315,878$315,878 ▲New Holding4630.2%AerospaceBBAXJPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF$311,545$311,545 ▲New Holding5,2400.2%ETFHDHome Depot$311,459$96,036 ▲44.6%9470.2%Retail/WholesaleKOCocaCola$305,950$46,086 ▲17.7%4,0230.2%Consumer StaplesMRKMerck & Co., Inc.$293,869$293,869 ▲New Holding2,4430.1%MedicalAZNCFAstraZeneca$289,370$289,370 ▲New Holding1,4940.1%MedicalARK ETF TR$287,2580.0%4,2500.1%INNOVATION ETFCATCaterpillar$286,927$36,840 ▲14.7%4050.1%IndustrialsHONHoneywell International$284,346$284,346 ▲New Holding1,2580.1%Multi-Sector ConglomeratesPGRProgressive$284,277$10,309 ▼-3.5%1,4340.1%FinanceMOAltria Group$280,788$280,788 ▲New Holding4,2550.1%Consumer StaplesMPLXMplx$277,0750.0%4,8550.1%EnergyETEnergy Transfer$273,7710.0%14,1850.1%EnergyNVSNovartis$270,215$270,215 ▲New Holding1,7690.1%MedicalIBMInternational Business Machines$257,419$257,419 ▲New Holding1,0620.1%Computer and TechnologyPMPhilip Morris International$256,774$256,774 ▲New Holding1,5530.1%Consumer StaplesIEURiShares Core MSCI Europe ETF$252,9020.0%3,5990.1%ETFLINDE PLC$252,838$252,838 ▲New Holding5100.1%SHSBLACKSKY TECHNOLOGY INC$251,600$549,167 ▼-68.6%10,0000.1%CL A NEWISRGIntuitive Surgical$243,864$49,326 ▲25.4%5290.1%MedicalNDSNNordson$239,987$239,987 ▲New Holding9020.1%IndustrialsEPDEnterprise Products Partners$238,8470.0%6,3120.1%EnergyPGProcter & Gamble$238,471$238,471 ▲New Holding1,6510.1%Consumer StaplesEBAYeBay$237,654$237,654 ▲New Holding2,6110.1%Retail/WholesaleLAM RESEARCH CORP$235,240$235,240 ▲New Holding1,1010.1%COM NEWCSCOCisco Systems$231,529$11,406 ▲5.2%2,9840.1%Computer and TechnologySPGIS&P Global$230,535$230,535 ▲New Holding5420.1%FinanceHCAHCA Healthcare$228,102$228,102 ▲New Holding4820.1%MedicalMSMorgan Stanley$224,639$224,639 ▲New Holding1,3650.1%FinanceSCHWCharles Schwab$221,887$23,871 ▲12.1%2,3610.1%FinanceSUNSunoco$213,362$213,362 ▲New Holding3,2840.1%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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