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Livermore
Livermore
ZHEN

Legacy Advisors, LLC

SEC CIK
0001720969
Latest filing
Jul 24, 2026

The latest 13F from Legacy Advisors, LLC covers Q2 2026 (filed Jul 24, 2026): 337 long positions worth $1.07B. The top 10 holdings make up 47.7% of the portfolio, and the largest is Gmo ETF Trust at 13.4%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
71
Est. +$25.9M
Added
156
Est. +$115.7M
Reduced
55
Est. −$20.9M
Sold out
13
Est. −$6.53M

Top 5 holdings

Share of this quarter's portfolio value

  1. Gmo ETF Trust90139K100
    13.4%$143.1M
  2. Vanguard S&P 500 ETF922908363
    7.1%$75.5M
  3. iShares Core S&P Small Cap ETF464287804
    4.9%$52.1M
  4. MTZMastec Inc
    4.8%$51.7MHistory
  5. AAPLApple Inc.
    4.0%$43.3MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard S&P 500 ETF922908363
    +$40.9MAdded
  2. MTZMastec Inc
    +$12.6MAddedHistory
  3. AAPLApple Inc.
    +$8.04MAddedHistory
  4. iShares Core S&P Small Cap ETF464287804
    +$7.05MAdded
  5. MUMicron Technology Inc
    +$5.50MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard S&P 500 ETF922908363
    +3.51 pp3.5% → 7.1%
  2. MTZMastec Inc
    +1.26 pp3.6% → 4.8%History
  3. MUMicron Technology Inc
    +0.61 pp0.1% → 0.7%History
  4. iShares Core S&P Small Cap ETF464287804
    +0.41 pp4.5% → 4.9%
  5. AAPLApple Inc.
    +0.40 pp3.7% → 4.0%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Core S&P 500 ETF464287200
    −$13.3MReduced
  2. Gmo ETF Trust90139K100
    −$4.10MReduced
  3. XOMExxonMobil Holdings Corp
    −$3.12MSold outHistory
  4. HONHoneywell International Inc
    −$700.2KSold outHistory
  5. iShares Russell Midcap ETF464287499
    −$525.8KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Gmo ETF Trust90139K100
    −1.72 pp15.1% → 13.4%
  2. iShares Core S&P 500 ETF464287200
    −1.64 pp4.4% → 2.7%
  3. XOMExxonMobil Holdings Corp
    −0.37 pp0.4% → 0.0%History
  4. iShares Tr464287622
    −0.34 pp3.8% → 3.4%
  5. iShares Russell Midcap ETF464287499
    −0.29 pp2.4% → 2.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.07B
+$222.3M (+26.2%) vs. prior quarter
Positions
337
+58 vs. prior quarter
Top 10 concentration
47.7%
Top 10 as share of value
Turnover
2.9%
Q2 2026, one quarter
Average holding period
11.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.07B (Q2 2026)

Q1 2021: $226.4MQ2 2021: $246.3MQ3 2021: $250.1MQ4 2021: $272.6MQ1 2022: $515.0MQ2 2022: $475.6MQ3 2022: $452.8MQ4 2022: $546.5MQ1 2023: $541.9MQ2 2023: $673.8MQ3 2023: $620.7MQ4 2023: $774.6MQ1 2024: $791.4MQ2 2024: $822.5MQ3 2024: $923.3MQ4 2024: $1.03BQ1 2025: $945.9MQ2 2025: $6.33MQ3 2025: $809.6MQ4 2025: $931.0MQ1 2026: $848.2MQ2 2026: $1.07B
Q1 2021Q2 2026
13F filings of Legacy Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 24, 2026337$1.07BGmo ETF TrustVanguard S&P 500 ETFiShares Core S&P Small Cap ETFvs. Q1 2026SEC
Q1 2026May 5, 2026279$848.2MGmo ETF TrustiShares Core S&P Small Cap ETFiShares Core S&P 500 ETFvs. Q4 2025SEC
Q4 2025Jan 27, 2026288$931.0MGmo ETF TrustMTZiShares Core S&P 500 ETFvs. Q3 2025SEC
Q3 2025Nov 13, 2025250$809.6MGmo ETF TrustMTZVERXvs. Q2 2025SEC
Q2 2025Aug 7, 202518$6.33MGmo ETF TrustVERXMTZvs. Q1 2025SEC
Q1 2025Apr 23, 2025432$945.9MMTZVERXTrust for Professional Managvs. Q4 2024SEC
Q4 2024Feb 14, 2025410$1.03BMTZVERXTrust for Professional Managvs. Q3 2024SEC
Q3 2024Nov 13, 2024376$923.3MMTZVERXAAPLvs. Q2 2024SEC
Q2 2024Jul 30, 2024327$822.5MMTZVERXAAPLvs. Q1 2024SEC
Q1 2024Apr 30, 2024314$791.4MMTZVERXiShares Trvs. Q4 2023SEC
Q4 2023Feb 12, 2024304$774.6MMTZVERXAAPLvs. Q3 2023SEC
Q3 2023Nov 14, 2023280$620.7MMTZAAPLiShares Core S&P 500 ETFvs. Q2 2023SEC
Q2 2023Jul 20, 2023267$673.8MMTZAAPLiShares Core S&P 500 ETFvs. Q1 2023SEC
Q1 2023May 1, 2023249$541.9MMTZiShares Core S&P 500 ETFAAPLvs. Q4 2022SEC
Q4 2022Feb 1, 2023242$546.5MMTZiShares S&P 100 ETFiShares Core S&P 500 ETFvs. Q3 2022SEC
Q3 2022Nov 9, 2022227$452.8MMTZiShares S&P 100 ETFAAPLvs. Q2 2022SEC
Q2 2022Jul 25, 2022221$475.6MMTZiShares S&P 100 ETFVanguard Scottsdale FDSvs. Q1 2022SEC
Q1 2022May 11, 2022215$515.0MMTZiShares S&P 100 ETFVanguard Scottsdale FDSvs. Q4 2021SEC
Q4 2021Feb 14, 2022133$272.6MiShares S&P 100 ETFVanguard Scottsdale FDSRBLXvs. Q3 2021SEC
Q3 2021Oct 13, 2021127$250.1MiShares S&P 100 ETFVanguard Scottsdale FDSBSYvs. Q2 2021SEC
Q2 2021Jul 13, 2021124$246.3MiShares S&P 100 ETFBSYVanguard Scottsdale FDSvs. Q1 2021SEC
Q1 2021Apr 12, 2021122$226.4MiShares S&P 100 ETFPCTVanguard Scottsdale FDS–SEC