Legacy Advisors, LLC
- SEC CIK
- 0001720969
- Latest filing
- Jul 24, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 27, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 288
- +38 vs. Q3 2025
- Portfolio value
- $931.0M
- +$121.3M (+15.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Gmo ETF Trust90139K100 | US QUALITY ETF | 3,493,784 | $134.4M | 14.4% | +347,969+11.1% | Added | – |
| MTZMastec Inc | COM | 380,708 | $82.8M | 8.9% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 59,494 | $40.7M | 4.4% | +21,082+54.9% | Added | – |
| AAPLApple Inc. | Stock | 126,601 | $34.4M | 3.7% | +9,342+8.0% | Added | History |
| iShares Tr464287622 | RUS 1000 ETF | 89,307 | $33.4M | 3.6% | −271−0.3% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 270,302 | $32.5M | 3.5% | +45,738+20.4% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 39,879 | $27.2M | 2.9% | +204+0.5% | Added | History |
| VERXVertex, Inc. | Stock | 1,343,839 | $26.8M | 2.9% | +600.0% | Added | History |
| Advisors Inner Circle FD III00775Y256 | GQG US EQUIT ETF | 835,454 | $20.7M | 2.2% | +701,648+524.4% | Added | – |
| iShares Russell Midcap ETF464287499 | ETF | 210,902 | $20.3M | 2.2% | −6,006−2.8% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 29,120 | $19.2M | 2.1% | +1,289+4.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 58,982 | $18.5M | 2.0% | +3,512+6.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 31,719 | $15.3M | 1.6% | +3,757+13.4% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 102,796 | $14.8M | 1.6% | 00.0% | UnchangedConverted for a 2-for-1 split | – |
| Vanguard S&P 500 ETF922908363 | ETF | 23,312 | $14.6M | 1.6% | +5,927+34.1% | Added | – |
| AMZNAmazon Com Inc | Stock | 62,024 | $14.3M | 1.5% | +5,366+9.5% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 38,405 | $12.9M | 1.4% | +21,430+126.2% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 23,715 | $11.9M | 1.3% | +1,487+6.7% | Added | History |
| NVDANVIDIA Corp | Stock | 58,598 | $10.9M | 1.2% | +14,215+32.0% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 16,491 | $10.1M | 1.1% | +402+2.5% | Added | – |
| AMTMAmentum Holdings, Inc. | COM | 9,814,289 | $9.81M | 1.1% | +9,814,289 | New | History |
| Morgan Stanley ETF Trust61774R205 | CALVERT US LARCP | 115,572 | $9.74M | 1.0% | +115,572 | New | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 15,922 | $9.61M | 1.0% | −1,175−6.9% | Reduced | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 238,363 | $9.44M | 1.0% | 00.0% | Unchanged | – |
| iShares S&P 100 ETF464287101 | ETF | 27,418 | $9.40M | 1.0% | −290−1.0% | Reduced | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 117,655 | $8.88M | 1.0% | +72,219+158.9% | Added | – |
| GOOGAlphabet Inc. | Stock | 29,498 | $8.48M | 0.9% | +4,546+18.2% | Added | History |
| UBERUber Technologies, Inc | Stock | 100,073 | $8.18M | 0.9% | +500+0.5% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 16,178 | $7.66M | 0.8% | −1,360−7.8% | Reduced | – |
| BSYBentley Systems Inc | COM CL B | 193,986 | $7.40M | 0.8% | −120.0% | Reduced | History |
| RBLXRoblox Corp | Stock | 86,233 | $6.99M | 0.8% | −60.0% | Reduced | History |
| JNJJohnson & Johnson | Stock | 33,677 | $6.97M | 0.7% | +1,341+4.1% | Added | History |
| TSLATesla, Inc. | Stock | 13,760 | $6.19M | 0.7% | +1,999+17.0% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 17,506 | $5.64M | 0.6% | +1,575+9.9% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 205,284 | $5.63M | 0.6% | +753+0.4% | Added | – |
| FULTFulton Financial Corp | COM | 281,104 | $5.49M | 0.6% | 00.0% | Unchanged | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 34,446 | $4.94M | 0.5% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 13,395 | $4.09M | 0.4% | +436+3.4% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,275 | $3.85M | 0.4% | −249−1.8% | Reduced | – |
| MELIMercadolibre Inc | COM | 1,869 | $3.76M | 0.4% | +10+0.5% | Added | History |
| EPDEnterprise Products Partners L.P. | Stock | 117,385 | $3.76M | 0.4% | +931+0.8% | Added | History |
| ABBVAbbVie Inc. | Stock | 15,652 | $3.58M | 0.4% | +951+6.5% | Added | History |
| GLDSPDR Gold Trust | ETF | 7,788 | $3.09M | 0.3% | −5,545−41.6% | Reduced | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 21,685 | $3.02M | 0.3% | −615−2.8% | Reduced | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 31,351 | $2.82M | 0.3% | 00.0% | Unchanged | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 9,062 | $2.76M | 0.3% | +1,274+16.4% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 10,691 | $2.76M | 0.3% | +1,047+10.9% | Added | – |
| AVGOBroadcom Inc. | Stock | 7,497 | $2.59M | 0.3% | +1,928+34.6% | Added | History |
| ABTAbbott Laboratories | Stock | 19,528 | $2.45M | 0.3% | +1,462+8.1% | Added | History |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 17,980 | $2.39M | 0.3% | +307+1.7% | Added | – |
| LLYEli Lilly & Co | Stock | 2,168 | $2.33M | 0.3% | +372+20.7% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 18,565 | $2.23M | 0.2% | +1,049+6.0% | Added | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,528 | $2.22M | 0.2% | +60.0% | Added | – |
| WMBWilliams Companies, Inc. | COM | 36,782 | $2.21M | 0.2% | −1,492−3.9% | Reduced | History |
| VVisa Inc. | Stock | 5,933 | $2.08M | 0.2% | +942+18.9% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 6,503 | $2.05M | 0.2% | 00.0% | Unchanged | – |
| HCAHCA Healthcare, Inc. | COM | 4,171 | $1.95M | 0.2% | +114+2.8% | Added | History |
| BACBank of America Corp | Stock | 35,345 | $1.94M | 0.2% | +1,137+3.3% | Added | History |
| COSTCostco Wholesale Corp | Stock | 2,226 | $1.92M | 0.2% | +77+3.6% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,552 | $1.92M | 0.2% | 00.0% | Unchanged | – |
| PNCPNC Financial Services Group, Inc. | Stock | 9,131 | $1.91M | 0.2% | +223+2.5% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 7,570 | $1.86M | 0.2% | +432+6.1% | Added | – |
| APHAmphenol Corp | CL A | 13,585 | $1.84M | 0.2% | +694+5.4% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3,238 | $1.83M | 0.2% | +177+5.8% | Added | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 108,912 | $1.80M | 0.2% | +7,165+7.0% | Added | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 11,566 | $1.79M | 0.2% | +1,835+18.9% | Added | – |
| EFXEquifax Inc | COM | 7,931 | $1.72M | 0.2% | +38+0.5% | Added | History |
| MAMastercard Inc | Stock | 2,954 | $1.69M | 0.2% | +443+17.6% | Added | History |
| HIMSHims & Hers Health, Inc. | Stock | 51,630 | $1.68M | 0.2% | +30+0.1% | Added | History |
| ORCLOracle Corp | Stock | 8,521 | $1.66M | 0.2% | +1,446+20.4% | Added | History |
| PEPPepsiCo Inc | Stock | 11,423 | $1.65M | 0.2% | +954+9.1% | Added | History |
| AXPAmerican Express Co | Stock | 4,387 | $1.62M | 0.2% | +667+17.9% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 11,043 | $1.62M | 0.2% | +347+3.2% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,315 | $1.62M | 0.2% | +105+3.3% | Added | – |
| iShares Tr464287150 | CORE S&P TTL STK | 10,867 | $1.62M | 0.2% | 00.0% | Unchanged | – |
| NVRNVR Inc | COM | 211 | $1.54M | 0.2% | 00.0% | Unchanged | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,257 | $1.53M | 0.2% | −707−8.9% | Reduced | – |
| SPOTSpotify Technology S.A. | Stock | 2,622 | $1.52M | 0.2% | +28+1.1% | Added | History |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 22,225 | $1.49M | 0.2% | +17,818+404.3% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 15,500 | $1.49M | 0.2% | +345+2.3% | Added | – |
| AMGNAmgen Inc | Stock | 4,458 | $1.46M | 0.2% | +210+4.9% | Added | History |
| NFLXNetflix Inc | Stock | 15,501 | $1.45M | 0.2% | +2,411+18.4% | AddedConverted for a 10-for-1 split | History |
| DISWalt Disney Co | Stock | 12,433 | $1.42M | 0.2% | −3,418−21.6% | Reduced | History |
| NSCNorfolk Southern Corp | Stock | 4,906 | $1.42M | 0.2% | +56+1.2% | Added | History |
| iShares S&P 500 Value ETF464287408 | ETF | 6,482 | $1.37M | 0.1% | 00.0% | Unchanged | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 20,736 | $1.37M | 0.1% | +742+3.7% | Added | – |
| HDHome Depot, Inc. | Stock | 3,855 | $1.33M | 0.1% | +383+11.0% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,874 | $1.31M | 0.1% | +461+7.2% | Added | – |
| NNENano Nuclear Energy Inc. | COM | 53,508 | $1.28M | 0.1% | 00.0% | Unchanged | History |
| Innovator ETFs Trust45782C649 | US EQTY ULTRA B | 31,935 | $1.26M | 0.1% | +31,935 | New | – |
| IBITiShares Bitcoin Trust ETF | ETF | 25,151 | $1.25M | 0.1% | +25,151 | New | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 24,747 | $1.24M | 0.1% | +24,747 | New | – |
| NOWServiceNow, Inc. | Stock | 8,000 | $1.23M | 0.1% | +395+5.2% | AddedConverted for a 5-for-1 split | History |
| CVXChevron Corp | Stock | 7,708 | $1.17M | 0.1% | +1,538+24.9% | Added | History |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 23,537 | $1.16M | 0.1% | +23,537 | New | – |
| CNOCNO Financial Group, Inc. | COM | 26,968 | $1.15M | 0.1% | −2,000−6.9% | Reduced | History |
| GWWW.W. Grainger, Inc. | Stock | 1,133 | $1.14M | 0.1% | +25+2.3% | Added | History |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 15,000 | $1.13M | 0.1% | 00.0% | Unchanged | – |
| EMREmerson Electric Co | Stock | 8,450 | $1.12M | 0.1% | +243+3.0% | Added | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 11,177 | $1.11M | 0.1% | −2,198−16.4% | Reduced | – |
Sold out since Q3 2025 (5)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| FLUTFlutter Entertainment plc | SHS | 1,130 | $287.0K | <0.1% | History |
| CRWVCoreWeave, Inc. | Stock | 2,000 | $273.7K | <0.1% | History |
| NCNOnCino, Inc. | COM | 8,432 | $228.6K | <0.1% | History |
| PRIMPrimoris Services Corp | Stock | 1,566 | $215.2K | <0.1% | History |
| STLAStellantis N.V. | SHS | 16,000 | $149.4K | <0.1% | History |