Legacy Advisors, LLC
- SEC CIK
- 0001720969
- Latest filing
- Jul 24, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 250
- +232 vs. Q2 2025
- Portfolio value
- $809.6M
- +$803.3M (+12,691.3%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Gmo ETF Trust90139K100 | US QUALITY ETF | 3,145,815 | $114.1M | 14.1% | +3,056,632+3,427.4% | Added | – |
| MTZMastec Inc | COM | 380,708 | $81.0M | 10.0% | +271,013+247.1% | Added | History |
| VERXVertex, Inc. | Stock | 1,343,779 | $33.3M | 4.1% | +1,296,297+2,730.1% | Added | History |
| iShares Tr464287622 | RUS 1000 ETF | 89,578 | $32.7M | 4.0% | +59,111+194.0% | Added | – |
| AAPLApple Inc. | Stock | 117,259 | $29.9M | 3.7% | +92,947+382.3% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 224,564 | $26.7M | 3.3% | +200,260+824.0% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 39,675 | $26.4M | 3.3% | +15,158+61.8% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 38,412 | $25.7M | 3.2% | +14,382+59.9% | Added | – |
| iShares Russell Midcap ETF464287499 | ETF | 216,908 | $20.9M | 2.6% | +196,315+953.3% | Added | – |
| METAMeta Platforms, Inc. | Stock | 27,831 | $20.4M | 2.5% | +7,138+34.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 27,962 | $14.5M | 1.8% | +15,652+127.1% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 51,325 | $14.5M | 1.8% | +38,330+295.0% | Added | – |
| GOOGLAlphabet Inc. | Stock | 55,470 | $13.5M | 1.7% | +55,470 | New | History |
| AMZNAmazon Com Inc | Stock | 56,658 | $12.4M | 1.5% | +44,147+352.9% | Added | History |
| RBLXRoblox Corp | Stock | 86,239 | $11.9M | 1.5% | +86,239 | New | History |
| BRK.BBerkshire Hathaway Inc | Stock | 22,228 | $11.2M | 1.4% | +22,228 | New | History |
| Vanguard S&P 500 ETF922908363 | ETF | 17,385 | $10.7M | 1.3% | +4,489+34.8% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 17,097 | $10.2M | 1.3% | +17,097 | New | History |
| BSYBentley Systems Inc | COM CL B | 193,998 | $9.99M | 1.2% | +183,540+1,755.0% | Added | History |
| UBERUber Technologies, Inc | Stock | 99,573 | $9.76M | 1.2% | +89,385+877.4% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 16,089 | $9.66M | 1.2% | +16,089 | New | – |
| iShares S&P 100 ETF464287101 | ETF | 27,708 | $9.22M | 1.1% | +27,708 | New | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 238,363 | $9.19M | 1.1% | +229,820+2,690.2% | Added | – |
| NVDANVIDIA Corp | Stock | 44,383 | $8.28M | 1.0% | +44,383 | New | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 17,538 | $8.21M | 1.0% | +17,538 | New | – |
| JNJJohnson & Johnson | Stock | 32,336 | $6.00M | 0.7% | +32,336 | New | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 16,975 | $5.59M | 0.7% | +16,975 | New | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 204,531 | $5.58M | 0.7% | +204,531 | New | – |
| GOOGAlphabet Inc. | Stock | 24,952 | $5.48M | 0.7% | +24,952 | New | History |
| FULTFulton Financial Corp | COM | 281,104 | $5.24M | 0.6% | +276,033+5,443.4% | Added | History |
| TSLATesla, Inc. | Stock | 11,761 | $5.23M | 0.6% | +11,761 | New | History |
| JPMJPMorgan Chase & Co | Stock | 15,931 | $5.03M | 0.6% | +15,931 | New | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 34,446 | $4.86M | 0.6% | +34,446 | New | – |
| GLDSPDR Gold Trust | ETF | 13,333 | $4.74M | 0.6% | +13,333 | New | History |
| MELIMercadolibre Inc | COM | 1,859 | $4.35M | 0.5% | +1,859 | New | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,524 | $3.99M | 0.5% | +13,524 | New | – |
| MCDMcDonalds Corp | Stock | 12,959 | $3.94M | 0.5% | +12,959 | New | History |
| EPDEnterprise Products Partners L.P. | Stock | 116,454 | $3.64M | 0.4% | +116,454 | New | History |
| ABBVAbbVie Inc. | Stock | 14,701 | $3.40M | 0.4% | +14,701 | New | History |
| Advisors Inner Circle FD III00775Y256 | GQG US EQUIT ETF | 133,806 | $3.38M | 0.4% | +133,806 | New | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 45,436 | $3.34M | 0.4% | +45,436 | New | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 22,300 | $3.12M | 0.4% | +22,300 | New | – |
| HIMSHims & Hers Health, Inc. | Stock | 51,600 | $2.93M | 0.4% | +51,600 | New | History |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 31,351 | $2.65M | 0.3% | +31,351 | New | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 9,644 | $2.46M | 0.3% | +9,644 | New | – |
| WMBWilliams Companies, Inc. | COM | 38,274 | $2.42M | 0.3% | +38,274 | New | History |
| ABTAbbott Laboratories | Stock | 18,066 | $2.42M | 0.3% | +18,066 | New | History |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 17,673 | $2.31M | 0.3% | +17,673 | New | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,522 | $2.24M | 0.3% | +28,522 | New | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 7,788 | $2.18M | 0.3% | +7,788 | New | History |
| NNENano Nuclear Energy Inc. | COM | 53,508 | $2.06M | 0.3% | +53,508 | New | History |
| EFXEquifax Inc | COM | 7,893 | $2.02M | 0.3% | +7,893 | New | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 6,503 | $2.01M | 0.2% | +6,503 | New | – |
| ORCLOracle Corp | Stock | 7,075 | $1.99M | 0.2% | +7,075 | New | History |
| COSTCostco Wholesale Corp | Stock | 2,149 | $1.99M | 0.2% | +2,149 | New | History |
| XOMExxonMobil Holdings Corp | COM | 17,516 | $1.97M | 0.2% | +17,516 | New | History |
| BABAAlibaba Group Holding Ltd | ADR | 10,696 | $1.91M | 0.2% | +10,696 | New | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,552 | $1.88M | 0.2% | +15,552 | New | – |
| AVGOBroadcom Inc. | Stock | 5,569 | $1.84M | 0.2% | +5,569 | New | History |
| DISWalt Disney Co | Stock | 15,851 | $1.81M | 0.2% | +15,851 | New | History |
| SPOTSpotify Technology S.A. | Stock | 2,594 | $1.81M | 0.2% | +2,594 | New | History |
| PNCPNC Financial Services Group, Inc. | Stock | 8,908 | $1.79M | 0.2% | +8,908 | New | History |
| BACBank of America Corp | Stock | 34,208 | $1.76M | 0.2% | +34,208 | New | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 101,747 | $1.75M | 0.2% | +101,747 | New | History |
| HCAHCA Healthcare, Inc. | COM | 4,057 | $1.73M | 0.2% | +4,057 | New | History |
| iShares Russell 2000 ETF464287655 | ETF | 7,138 | $1.73M | 0.2% | +7,138 | New | – |
| VVisa Inc. | Stock | 4,991 | $1.70M | 0.2% | +4,991 | New | History |
| NVRNVR Inc | COM | 211 | $1.70M | 0.2% | +211 | New | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,964 | $1.62M | 0.2% | +7,964 | New | – |
| APHAmphenol Corp | CL A | 12,891 | $1.60M | 0.2% | +12,891 | New | History |
| iShares Tr464287150 | CORE S&P TTL STK | 10,867 | $1.58M | 0.2% | +10,867 | New | – |
| NFLXNetflix Inc | Stock | 1,309 | $1.57M | 0.2% | +1,309 | New | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,210 | $1.54M | 0.2% | +3,210 | New | – |
| PEPPepsiCo Inc | Stock | 10,469 | $1.47M | 0.2% | +10,469 | New | History |
| NSCNorfolk Southern Corp | Stock | 4,850 | $1.46M | 0.2% | +4,850 | New | History |
| MAMastercard Inc | Stock | 2,511 | $1.43M | 0.2% | +2,511 | New | History |
| iShares MSCI Eafe ETF464287465 | ETF | 15,155 | $1.42M | 0.2% | +15,155 | New | – |
| HDHome Depot, Inc. | Stock | 3,472 | $1.41M | 0.2% | +3,472 | New | History |
| NOWServiceNow, Inc. | Stock | 1,521 | $1.40M | 0.2% | +1,521 | New | History |
| LLYEli Lilly & Co | Stock | 1,796 | $1.37M | 0.2% | +1,796 | New | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,061 | $1.37M | 0.2% | +3,061 | New | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 9,731 | $1.35M | 0.2% | +9,731 | New | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,482 | $1.34M | 0.2% | +6,482 | New | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 13,375 | $1.31M | 0.2% | +13,375 | New | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 19,994 | $1.30M | 0.2% | +19,994 | New | – |
| AXPAmerican Express Co | Stock | 3,720 | $1.24M | 0.2% | +3,720 | New | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,413 | $1.20M | 0.1% | +6,413 | New | – |
| AMGNAmgen Inc | Stock | 4,248 | $1.20M | 0.1% | +4,248 | New | History |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 23,533 | $1.20M | 0.1% | +23,533 | New | – |
| CNOCNO Financial Group, Inc. | COM | 28,968 | $1.15M | 0.1% | +28,968 | New | History |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 15,000 | $1.10M | 0.1% | +15,000 | New | – |
| VGVenture Global, Inc. | COM CL A | 77,091 | $1.09M | 0.1% | +77,091 | New | History |
| FISVFiserv Inc | Stock | 8,403 | $1.08M | 0.1% | +8,403 | New | History |
| EMREmerson Electric Co | Stock | 8,207 | $1.08M | 0.1% | +8,207 | New | History |
| CMCSAComcast Corp | Stock | 34,132 | $1.07M | 0.1% | +34,132 | New | History |
| BXBlackstone Inc. | COM | 6,214 | $1.06M | 0.1% | +6,214 | New | History |
| GWWW.W. Grainger, Inc. | Stock | 1,108 | $1.06M | 0.1% | +1,108 | New | History |
| PFSProvident Financial Services Inc | COM | 51,668 | $996.2K | 0.1% | +51,668 | New | History |
| CVXChevron Corp | Stock | 6,170 | $958.2K | 0.1% | +6,170 | New | History |
| Goldman Sachs ETF Tr38149W101 | ACCESS US AGRAT | 22,762 | $951.0K | 0.1% | +22,762 | New | – |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.