Legacy Advisors, LLC
- SEC CIK
- 0001720969
- Latest filing
- Jul 24, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 24, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 337
- +58 vs. Q1 2026
- Portfolio value
- $1.07B
- +$222.3M (+26.2%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Gmo ETF Trust90139K100 | US QUALITY ETF | 3,431,467 | $143.1M | 13.4% | −98,267−2.8% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 109,960 | $75.5M | 7.1% | +59,600+118.3% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 351,532 | $52.1M | 4.9% | +47,530+15.6% | Added | – |
| MTZMastec Inc | COM | 124,181 | $51.7M | 4.8% | +30,228+32.2% | Added | History |
| AAPLApple Inc. | Stock | 149,777 | $43.3M | 4.0% | +27,782+22.8% | Added | History |
| iShares Tr464287622 | RUS 1000 ETF | 89,260 | $36.6M | 3.4% | −70.0% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 42,276 | $31.6M | 2.9% | +2,352+5.9% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 39,008 | $29.2M | 2.7% | −17,714−31.2% | Reduced | – |
| Advisors Inner Circle FD III00775Y256 | GQG US EQUIT ETF | 958,503 | $24.3M | 2.3% | +4090.0% | Added | – |
| GOOGLAlphabet Inc. | Stock | 66,230 | $23.7M | 2.2% | +9,453+16.6% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 207,332 | $22.9M | 2.1% | −4,766−2.2% | Reduced | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 102,692 | $19.6M | 1.8% | +140.0% | Added | – |
| METAMeta Platforms, Inc. | Stock | 33,678 | $19.0M | 1.8% | +4,522+15.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 73,840 | $17.6M | 1.6% | +12,000+19.4% | Added | History |
| VERXVertex, Inc. | Stock | 1,343,838 | $15.4M | 1.4% | +590.0% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 41,079 | $15.2M | 1.4% | −177−0.4% | Reduced | – |
| NVDANVIDIA Corp | Stock | 74,563 | $14.9M | 1.4% | +17,463+30.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 37,656 | $14.0M | 1.3% | +5,109+15.7% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 16,947 | $12.5M | 1.2% | +95+0.6% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 24,109 | $12.1M | 1.1% | +818+3.5% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 137,571 | $11.8M | 1.1% | +22,400+19.4% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 15,938 | $11.2M | 1.0% | +60.0% | Added | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 238,363 | $10.6M | 1.0% | 00.0% | Unchanged | – |
| iShares S&P 100 ETF464287101 | ETF | 27,418 | $10.0M | 0.9% | 00.0% | Unchanged | – |
| GOOGAlphabet Inc. | Stock | 29,726 | $9.63M | 0.9% | +390+1.3% | Added | History |
| JNJJohnson & Johnson | Stock | 36,926 | $9.38M | 0.9% | +1,593+4.5% | Added | History |
| AMTMAmentum Holdings, Inc. | COM | 9,065,677 | $9.07M | 0.8% | +1,3990.0% | Added | History |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 86,778 | $8.52M | 0.8% | 00.0% | Unchanged | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 64,044 | $7.95M | 0.7% | 00.0% | UnchangedConverted for a 4-for-1 split | – |
| UBERUber Technologies, Inc | Stock | 108,924 | $7.86M | 0.7% | +8,901+8.9% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 234,403 | $7.43M | 0.7% | +26,871+12.9% | Added | – |
| MUMicron Technology Inc | Stock | 6,182 | $7.14M | 0.7% | +4,761+335.0% | Added | History |
| FULTFulton Financial Corp | COM | 281,104 | $6.80M | 0.6% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 14,800 | $6.22M | 0.6% | +550+3.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 18,800 | $6.15M | 0.6% | +2,023+12.1% | Added | History |
| BSYBentley Systems Inc | COM CL B | 194,576 | $5.82M | 0.5% | +251+0.1% | Added | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 34,875 | $5.51M | 0.5% | 00.0% | Unchanged | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 9,899 | $4.74M | 0.4% | +355+3.7% | Added | History |
| RBLXRoblox Corp | Stock | 85,634 | $4.66M | 0.4% | −1,484−1.7% | Reduced | History |
| EPDEnterprise Products Partners L.P. | Stock | 119,033 | $4.38M | 0.4% | +804+0.7% | Added | History |
| ABBVAbbVie Inc. | Stock | 16,549 | $4.16M | 0.4% | +1,322+8.7% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 49,135 | $3.96M | 0.4% | −1,701−3.3% | ReducedConverted for a 4-for-1 split | – |
| AVGOBroadcom Inc. | Stock | 10,299 | $3.89M | 0.4% | +2,274+28.3% | Added | History |
| MCDMcDonalds Corp | Stock | 14,357 | $3.88M | 0.4% | +1,068+8.0% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 40,920 | $3.52M | 0.3% | +10,200+33.2% | AddedConverted for a 6-for-1 split | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 22,134 | $3.37M | 0.3% | +564+2.6% | Added | – |
| APHAmphenol Corp | CL A | 19,024 | $3.35M | 0.3% | +5,339+39.0% | Added | History |
| MELIMercadolibre Inc | COM | 1,882 | $3.19M | 0.3% | −1−0.1% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 9,884 | $3.00M | 0.3% | +100+1.0% | Added | – |
| AMATApplied Materials Inc | Stock | 3,980 | $2.88M | 0.3% | +92+2.4% | Added | History |
| GLDSPDR Gold Trust | ETF | 7,453 | $2.75M | 0.3% | −333−4.3% | Reduced | History |
| LRCXLam Research Corp | Stock | 6,257 | $2.71M | 0.3% | +341+5.8% | Added | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 31,246 | $2.60M | 0.2% | +50.0% | Added | – |
| LLYEli Lilly & Co | Stock | 2,152 | $2.58M | 0.2% | +378+21.3% | Added | History |
| BACBank of America Corp | Stock | 45,115 | $2.57M | 0.2% | +10,385+29.9% | Added | History |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 17,263 | $2.45M | 0.2% | −814−4.5% | Reduced | – |
| HDHome Depot, Inc. | Stock | 6,845 | $2.41M | 0.2% | +3,238+89.8% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 10,599 | $2.31M | 0.2% | +2,620+32.8% | Added | – |
| PNCPNC Financial Services Group, Inc. | Stock | 9,377 | $2.31M | 0.2% | +269+3.0% | Added | History |
| ASMLASML Holding NV | ADR | 1,126 | $2.24M | 0.2% | +419+59.3% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 6,503 | $2.24M | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 23,561 | $2.23M | 0.2% | +23,561 | New | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 15,552 | $2.14M | 0.2% | 00.0% | Unchanged | – |
| WMBWilliams Companies, Inc. | COM | 28,754 | $2.14M | 0.2% | −2,898−9.2% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 7,067 | $2.12M | 0.2% | +10.0% | Added | – |
| VVisa Inc. | Stock | 6,090 | $2.09M | 0.2% | +759+14.2% | Added | History |
| COSTCostco Wholesale Corp | Stock | 2,180 | $2.04M | 0.2% | +44+2.1% | Added | History |
| AXPAmerican Express Co | Stock | 6,024 | $2.04M | 0.2% | +1,633+37.2% | Added | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 12,841 | $2.04M | 0.2% | +4,038+45.9% | Added | – |
| PEPPepsiCo Inc | Stock | 15,046 | $2.04M | 0.2% | +3,649+32.0% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 3,472 | $2.02M | 0.2% | +631+22.2% | Added | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 101,747 | $1.95M | 0.2% | 00.0% | Unchanged | History |
| HIMSHims & Hers Health, Inc. | Stock | 51,582 | $1.79M | 0.2% | −33−0.1% | Reduced | History |
| iShares Tr464287150 | CORE S&P TTL STK | 10,867 | $1.79M | 0.2% | 00.0% | Unchanged | – |
| DISWalt Disney Co | Stock | 18,477 | $1.78M | 0.2% | +6,604+55.6% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,257 | $1.76M | 0.2% | 00.0% | Unchanged | – |
| ABTAbbott Laboratories | Stock | 18,704 | $1.70M | 0.2% | −14−0.1% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 5,682 | $1.69M | 0.2% | +963+20.4% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 21,044 | $1.62M | 0.2% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 15,549 | $1.62M | 0.2% | +49+0.3% | Added | – |
| HCAHCA Healthcare, Inc. | COM | 4,116 | $1.60M | 0.1% | −34−0.8% | Reduced | History |
| AMGNAmgen Inc | Stock | 4,387 | $1.59M | 0.1% | −8−0.2% | Reduced | History |
| NSCNorfolk Southern Corp | Stock | 4,984 | $1.57M | 0.1% | +90+1.8% | Added | History |
| COHRCoherent Corp. | COM | 3,972 | $1.57M | 0.1% | +3,972 | New | History |
| GWWW.W. Grainger, Inc. | Stock | 1,135 | $1.54M | 0.1% | +11+1.0% | Added | History |
| GEVGE Vernova Inc. | Stock | 1,271 | $1.49M | 0.1% | +15+1.2% | Added | History |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 19,581 | $1.49M | 0.1% | −1,850−8.6% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 11,408 | $1.48M | 0.1% | +3,324+41.1% | Added | History |
| iShares S&P 500 Value ETF464287408 | ETF | 6,482 | $1.47M | 0.1% | 00.0% | Unchanged | – |
| NVRNVR Inc | COM | 212 | $1.44M | 0.1% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 3,862 | $1.44M | 0.1% | +237+6.5% | Added | History |
| BABoeing Co | Stock | 6,498 | $1.41M | 0.1% | +3,117+92.2% | Added | History |
| MAMastercard Inc | Stock | 2,654 | $1.36M | 0.1% | −44−1.6% | Reduced | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 26,741 | $1.35M | 0.1% | −977−3.5% | Reduced | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 15,000 | $1.35M | 0.1% | 00.0% | Unchanged | – |
| CATCaterpillar Inc | Stock | 1,263 | $1.35M | 0.1% | +280+28.5% | Added | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 11,067 | $1.34M | 0.1% | 00.0% | Unchanged | – |
| ISRGIntuitive Surgical Inc | COM NEW | 3,374 | $1.34M | 0.1% | +137+4.2% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 17,944 | $1.32M | 0.1% | +1,503+9.1% | Added | – |
| ORCLOracle Corp | Stock | 8,946 | $1.31M | 0.1% | +1,098+14.0% | Added | History |
Sold out since Q1 2026 (13)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 18,389 | $3.12M | 0.4% | History |
| HONHoneywell International Inc | COM | 3,098 | $700.2K | 0.1% | History |
| STZConstellation Brands, Inc. | Stock | 2,196 | $329.3K | <0.1% | History |
| CPRTCopart Inc | COM | 7,990 | $265.3K | <0.1% | History |
| AEMAgnico Eagle Mines Ltd | Stock | 1,282 | $260.2K | <0.1% | History |
| GGenpact LTD | SHS | 6,760 | $251.8K | <0.1% | History |
| Profesionally Managed Portfo74316P579 | AKRE FOCUS ETF | 4,722 | $249.6K | <0.1% | – |
| FFICFlushing Financial Corp | COM | 16,045 | $246.5K | <0.1% | History |
| Vanguard Real Estate ETF922908553 | ETF | 2,646 | $234.7K | <0.1% | – |
| HUBSHubSpot Inc | COM | 933 | $227.7K | <0.1% | History |
| PRIMPrimoris Services Corp | Stock | 1,564 | $223.9K | <0.1% | History |
| NATLNCR Atleos Corp | COM SHS | 5,000 | $217.9K | <0.1% | History |
| ZTSZoetis Inc. | Stock | 1,755 | $207.5K | <0.1% | History |