Legacy Wealth Advisors, LLC
- SEC CIK
- 0002111463
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only.
- Positions
- 86
- No filing for Q3 2025
- Portfolio value
- $151.5M
- No filing for Q3 2025
Legacy Wealth Advisors, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 426,150 | $21.6M | 14.2% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 202,329 | $20.3M | 13.4% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 19 | $14.3M | 9.5% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,474 | $10.6M | 7.0% | – | – | History |
| AB Active ETFs Inc00039J806 | CONSERVATIVE | 162,764 | $6.73M | 4.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 17,554 | $5.89M | 3.9% | – | – | – |
| AAPLApple Inc. | Stock | 18,038 | $4.90M | 3.2% | – | – | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 47,010 | $4.30M | 2.8% | – | – | – |
| AB Active ETFs Inc00039J103 | ULTRA SHORT INCM | 76,523 | $3.86M | 2.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 20,566 | $3.84M | 2.5% | – | – | History |
| MSFTMicrosoft Corp | Stock | 7,916 | $3.83M | 2.5% | – | – | History |
| AMZNAmazon Com Inc | Stock | 15,649 | $3.61M | 2.4% | – | – | History |
| SOCSable Offshore Corp. | COM SHS | 362,273 | $3.27M | 2.2% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 4,767 | $2.99M | 2.0% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 8,477 | $2.65M | 1.8% | – | – | History |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 98,830 | $2.60M | 1.7% | – | – | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 17,029 | $1.88M | 1.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,498 | $1.65M | 1.1% | – | – | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 23,617 | $1.64M | 1.1% | – | – | – |
| ORCLOracle Corp | Stock | 7,245 | $1.41M | 0.9% | – | – | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 42,866 | $1.40M | 0.9% | – | – | – |
| AVGOBroadcom Inc. | Stock | 3,761 | $1.30M | 0.9% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 18,499 | $1.16M | 0.8% | – | – | – |
| FROFrontline plc | COM | 50,453 | $1.10M | 0.7% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 22,048 | $985.8K | 0.7% | – | – | – |
| GOOGAlphabet Inc. | Stock | 3,121 | $979.4K | 0.6% | – | – | History |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 19,158 | $965.8K | 0.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,879 | $944.5K | 0.6% | – | – | History |
| KBDCKayne Anderson BDC, Inc. | COM SHS | 59,089 | $846.2K | 0.6% | – | – | History |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 33,323 | $840.1K | 0.6% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,317 | $746.6K | 0.5% | – | – | History |
| VVisa Inc. | Stock | 2,117 | $742.5K | 0.5% | – | – | History |
| TSLATesla, Inc. | Stock | 1,597 | $718.2K | 0.5% | – | – | History |
| LLYEli Lilly & Co | Stock | 596 | $640.5K | 0.4% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,408 | $632.6K | 0.4% | – | – | – |
| BKSYBlackSky Technology Inc. | CL A NEW | 31,827 | $596.8K | 0.4% | – | – | History |
| Vanguard Communication Services ETF92204A884 | ETF | 2,981 | $577.2K | 0.4% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 756 | $569.9K | 0.4% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 7,434 | $546.8K | 0.4% | – | – | – |
| MAMastercard Inc | Stock | 952 | $543.5K | 0.4% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 830 | $509.9K | 0.3% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,416 | $467.4K | 0.3% | – | – | History |
| WMTWalmart Inc. | Stock | 3,503 | $390.3K | 0.3% | – | – | History |
| WFCWells Fargo & Company | Stock | 4,111 | $383.1K | 0.3% | – | – | History |
| J P Morgan Exchange Traded F46641Q217 | BETABULDRS JAPAN | 5,799 | $382.2K | 0.3% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,238 | $376.2K | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 1,802 | $372.9K | 0.2% | – | – | History |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 7,840 | $367.0K | 0.2% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,535 | $357.9K | 0.2% | – | – | – |
| PGRProgressive Corp | Stock | 1,486 | $338.4K | 0.2% | – | – | History |
| ARK Innovation ETF00214Q104 | ETF | 4,250 | $326.9K | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 2,636 | $317.2K | 0.2% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 664 | $314.3K | 0.2% | – | – | – |
| TJXTJX Companies Inc | Stock | 2,017 | $309.8K | 0.2% | – | – | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 4,802 | $308.8K | 0.2% | – | – | History |
| DISWalt Disney Co | Stock | 2,518 | $286.5K | 0.2% | – | – | History |
| ASMLASML Holding NV | ADR | 263 | $281.4K | 0.2% | – | – | History |
| KLACKLA Corp | COM NEW | 221 | $268.5K | 0.2% | – | – | History |
| GEGeneral Electric Co | Stock | 850 | $261.8K | 0.2% | – | – | History |
| MPLXMPLX LP | COM UNIT REP LTD | 4,855 | $259.1K | 0.2% | – | – | History |
| LPLALPL Financial Holdings Inc. | COM | 724 | $258.6K | 0.2% | – | – | History |
| RTXRTX Corp | Stock | 1,404 | $257.5K | 0.2% | – | – | History |
| iShares Core MSCI Europe ETF46434V738 | ETF | 3,599 | $255.5K | 0.2% | – | – | – |
| GEVGE Vernova Inc. | Stock | 391 | $255.2K | 0.2% | – | – | History |
| TXNTexas Instruments Inc | Stock | 1,424 | $247.1K | 0.2% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 422 | $239.0K | 0.2% | – | – | History |
| KOCoca Cola Co | Stock | 3,417 | $238.9K | 0.2% | – | – | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,744 | $238.8K | 0.2% | – | – | – |
| BACBank of America Corp | Stock | 4,321 | $237.7K | 0.2% | – | – | History |
| ABTAbbott Laboratories | Stock | 1,896 | $237.6K | 0.2% | – | – | History |
| WRBBerkley W R Corp | COM | 3,368 | $236.2K | 0.2% | – | – | History |
| CVXChevron Corp | Stock | 1,548 | $235.9K | 0.2% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 407 | $235.8K | 0.2% | – | – | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 14,185 | $233.9K | 0.2% | – | – | History |
| NFLXNetflix Inc | Stock | 2,470 | $231.6K | 0.2% | – | – | History |
| HDHome Depot, Inc. | Stock | 655 | $225.4K | 0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 970 | $221.6K | 0.1% | – | – | History |
| ALLEAllegion plc | ORD SHS | 1,383 | $220.2K | 0.1% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 2,837 | $218.5K | 0.1% | – | – | History |
| ZWSZurn Elkay Water Solutions Corp | COM | 4,566 | $212.3K | 0.1% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 2,107 | $210.5K | 0.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 1,201 | $205.4K | 0.1% | – | – | History |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 2,204 | $205.0K | 0.1% | – | – | – |
| EPDEnterprise Products Partners L.P. | Stock | 6,312 | $202.4K | 0.1% | – | – | History |
| CATCaterpillar Inc | Stock | 353 | $202.2K | 0.1% | – | – | History |
| NOWServiceNow, Inc. | Stock | 1,310 | $200.7K | 0.1% | – | – | History |