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 |
|---|---|---|---|---|---|---|---|
| NINENine Energy Service, Inc. | COM | 29,042 | $18.4K | <0.1% | +29,042 | New | History |
| NPWRNet Power Inc. | COM CL A | 16,393 | $49.3K | <0.1% | +16,393 | New | History |
| SANGSangoma Technologies Corp | COM NEW | 10,000 | $49.7K | <0.1% | +10,000 | New | History |
| SEEDOrigin Agritech LTD | SHS NEW | 41,542 | $50.3K | <0.1% | +41,542 | New | History |
| PPSIPioneer Power Solutions, Inc. | COM NEW | 16,025 | $69.2K | <0.1% | +16,025 | New | History |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 10,670 | $80.6K | <0.1% | +10,670 | New | History |
| STLAStellantis N.V. | SHS | 16,000 | $149.4K | <0.1% | +16,000 | New | History |
| TMUST-Mobile US, Inc. | Stock | 843 | $201.8K | <0.1% | +843 | New | History |
| CFGCitizens Financial Group Inc | COM | 3,800 | $202.0K | <0.1% | +3,800 | New | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 2,949 | $202.2K | <0.1% | +2,949 | New | History |
| iShares Tr46432F388 | MSCI USA VALUE | 1,623 | $203.0K | <0.1% | +1,623 | New | – |
| iShares Tr464287341 | GLOBAL ENERG ETF | 4,915 | $205.2K | <0.1% | +4,915 | New | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 3,614 | $205.5K | <0.1% | +3,614 | New | – |
| BKUBankUnited, Inc. | COM | 5,400 | $206.1K | <0.1% | +5,400 | New | History |
| TMToyota Motor Corp | ADS | 1,118 | $213.6K | <0.1% | +1,118 | New | History |
| TXNTexas Instruments Inc | Stock | 1,164 | $213.9K | <0.1% | +1,164 | New | History |
| PRIMPrimoris Services Corp | Stock | 1,566 | $215.2K | <0.1% | +1,566 | New | History |
| AIGAmerican International Group, Inc. | Stock | 2,766 | $217.2K | <0.1% | +2,766 | New | History |
| CAHCardinal Health Inc | Stock | 1,397 | $219.2K | <0.1% | +1,397 | New | History |
| FFICFlushing Financial Corp | COM | 16,000 | $221.0K | <0.1% | +16,000 | New | History |
| PLTRPalantir Technologies Inc. | Stock | 1,238 | $225.9K | <0.1% | +1,238 | New | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,085 | $227.5K | <0.1% | +1,085 | New | – |
| Goldman Sachs ETF Tr381430305 | ACTIVEBETA EUR | 5,210 | $227.5K | <0.1% | +5,210 | New | – |
| SHOPShopify Inc. | Stock | 1,533 | $227.8K | <0.1% | +1,533 | New | History |
| NCNOnCino, Inc. | COM | 8,432 | $228.6K | <0.1% | +8,432 | New | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 727 | $232.7K | <0.1% | +727 | New | – |
| LINLinde PLC | Stock | 493 | $234.2K | <0.1% | +493 | New | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,680 | $234.6K | <0.1% | +1,680 | New | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,646 | $241.9K | <0.1% | +2,646 | New | – |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 6,005 | $244.6K | <0.1% | +6,005 | New | – |
| QCOMQualcomm Inc | Stock | 1,487 | $247.4K | <0.1% | +1,487 | New | History |
| CVSCVS Health Corp | Stock | 3,300 | $248.8K | <0.1% | +3,300 | New | History |
| Goldman Sachs ETF Tr381430362 | ACCESS INFLATI | 5,003 | $249.7K | <0.1% | +5,003 | New | – |
| CEGConstellation Energy Corp | Stock | 784 | $258.0K | <0.1% | +784 | New | History |
| VFCV F Corp | Stock | 18,064 | $260.7K | <0.1% | +18,064 | New | History |
| Vanguard Financials ETF92204A405 | ETF | 2,005 | $263.1K | <0.1% | +2,005 | New | – |
| CMECME Group Inc. | COM | 978 | $264.2K | <0.1% | +978 | New | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 703 | $266.2K | <0.1% | +703 | New | – |
| MTBM&T Bank Corp | COM | 1,350 | $266.8K | <0.1% | +1,350 | New | History |
| GGenpact LTD | SHS | 6,500 | $272.3K | <0.1% | +6,500 | New | History |
| iShares Select Dividend ETF464287168 | ETF | 1,924 | $273.4K | <0.1% | +1,924 | New | – |
| CRWVCoreWeave, Inc. | Stock | 2,000 | $273.7K | <0.1% | +2,000 | New | History |
| KLACKLA Corp | COM NEW | 254 | $274.0K | <0.1% | +254 | New | History |
| iShares Tr464287291 | GLOBAL TECH ETF | 2,700 | $278.7K | <0.1% | +2,700 | New | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 4,407 | $286.5K | <0.1% | +4,407 | New | – |
| VZVerizon Communications Inc | Stock | 6,529 | $286.9K | <0.1% | +6,529 | New | History |
| FLUTFlutter Entertainment plc | SHS | 1,130 | $287.0K | <0.1% | +1,130 | New | History |
| STZConstellation Brands, Inc. | Stock | 2,150 | $289.5K | <0.1% | +2,150 | New | History |
| INTUIntuit Inc. | Stock | 435 | $297.4K | <0.1% | +435 | New | History |
| GMGeneral Motors Co | COM | 4,926 | $300.3K | <0.1% | +4,926 | New | History |
| PPLPPL Corp | COM | 8,141 | $304.7K | <0.1% | +8,141 | New | History |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 704 | $306.6K | <0.1% | +704 | New | – |
| WDAYWorkday, Inc. | CL A | 1,285 | $309.4K | <0.1% | +1,285 | New | History |
| VRSKVerisk Analytics, Inc. | COM | 1,247 | $313.6K | <0.1% | +1,247 | New | History |
| BMYBristol Myers Squibb Co | Stock | 7,027 | $316.9K | <0.1% | +7,027 | New | History |
| PANWPalo Alto Networks Inc | Stock | 1,572 | $320.1K | <0.1% | +1,572 | New | History |
| iShares Tr464287838 | U.S. BAS MTL ETF | 2,172 | $321.9K | <0.1% | +2,172 | New | – |
| KKRKKR & Co. Inc. | COM | 2,543 | $330.4K | <0.1% | +2,543 | New | History |
| CSCOCisco Systems, Inc. | Stock | 4,872 | $333.3K | <0.1% | +4,872 | New | History |
| CPRTCopart Inc | COM | 7,547 | $339.4K | <0.1% | +7,547 | New | History |
| AMDAdvanced Micro Devices Inc | Stock | 2,108 | $341.1K | <0.1% | +2,108 | New | History |
| UNHUnitedHealth Group Inc | Stock | 992 | $342.5K | <0.1% | +992 | New | History |
| KOCoca Cola Co | Stock | 5,156 | $344.6K | <0.1% | +5,156 | New | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 13,135 | $346.0K | <0.1% | +13,135 | New | – |
| MSMorgan Stanley | Stock | 2,184 | $347.1K | <0.1% | +2,184 | New | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,832 | $347.5K | <0.1% | +1,832 | New | – |
| MCOMoodys Corp | Stock | 730 | $347.8K | <0.1% | +730 | New | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 713 | $349.7K | <0.1% | +713 | New | History |
| WisdomTree Tr97717Y477 | US QUALITY GROW | 6,225 | $357.1K | <0.1% | +6,225 | New | – |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 7,806 | $364.4K | <0.1% | +7,806 | New | – |
| DDOGDatadog, Inc. | CL A COM | 2,600 | $370.2K | <0.1% | +2,600 | New | History |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 9,285 | $383.8K | <0.1% | +9,285 | New | – |
| ICLRIcon PLC | COM | 2,200 | $385.0K | <0.1% | +2,200 | New | History |
| PEGPublic Service Enterprise Group Inc | COM | 4,737 | $395.4K | <0.1% | +4,737 | New | History |
| RTXRTX Corp | Stock | 2,369 | $396.3K | <0.1% | +2,369 | New | History |
| APDAir Products & Chemicals, Inc. | Stock | 1,466 | $399.8K | <0.1% | +1,466 | New | History |
| HUBSHubSpot Inc | COM | 862 | $403.2K | <0.1% | +862 | New | History |
| MRVLMarvell Technology, Inc. | COM | 4,800 | $403.5K | <0.1% | +4,800 | New | History |
| WMWaste Management Inc | Stock | 1,841 | $406.6K | 0.1% | +1,841 | New | History |
| UPSUnited Parcel Service Inc | Stock | 4,962 | $414.4K | 0.1% | +4,962 | New | History |
| CTVACorteva, Inc. | Stock | 6,131 | $414.6K | 0.1% | +6,131 | New | History |
| iShares Tr464287549 | EXPND TEC SC ETF | 3,300 | $415.6K | 0.1% | +3,300 | New | – |
| UNPUnion Pacific Corp | Stock | 1,776 | $419.7K | 0.1% | +1,776 | New | History |
| KMBKimberly Clark Corp | Stock | 3,345 | $420.1K | 0.1% | +3,345 | New | History |
| MUMicron Technology Inc | Stock | 2,528 | $423.0K | 0.1% | +2,528 | New | History |
| ORLYO Reilly Automotive Inc | Stock | 3,969 | $427.9K | 0.1% | +3,969 | New | History |
| NMLNeuberger Energy Infrastructure & Income Fund Inc. | COM | 50,000 | $436.0K | 0.1% | +50,000 | New | History |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 9,475 | $438.9K | 0.1% | +9,475 | New | – |
| DHRDanaher Corp | Stock | 2,230 | $442.1K | 0.1% | +2,230 | New | History |
| FICOFair Isaac Corp | COM | 297 | $444.5K | 0.1% | +297 | New | History |
| USBUS Bancorp DE | COM NEW | 9,174 | $448.1K | 0.1% | +9,174 | New | History |
| WFCWells Fargo & Company | Stock | 5,360 | $449.3K | 0.1% | +5,360 | New | History |
| TJXTJX Companies Inc | Stock | 3,111 | $449.7K | 0.1% | +3,111 | New | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 5,677 | $453.0K | 0.1% | +5,677 | New | – |
| CATCaterpillar Inc | Stock | 953 | $454.9K | 0.1% | +953 | New | History |
| ASMLASML Holding NV | ADR | 474 | $458.9K | 0.1% | +474 | New | History |
| MPLXMPLX LP | COM UNIT REP LTD | 9,275 | $463.3K | 0.1% | +9,275 | New | History |
| SMRNuscale Power Corp | CL A COM | 13,140 | $473.0K | 0.1% | +13,140 | New | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,200 | $476.6K | 0.1% | +2,200 | New | – |
| AMTAmerican Tower Corp | REIT | 2,500 | $480.8K | 0.1% | +2,500 | New | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.