Legacy Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$848.2M
Q ending 2026-03-31
Prior quarter
$931.0M
Q ending 2025-12-31
Change
-8.9% QoQ · -12.7% YoY
Positions
279
reported holdings
Largest positions
Top 100 of 279 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Gmo Etf Trust | QLTY | Shares | $127.9M | 3.5M |
| Ishares Tr | IJR | Shares | $37.8M | 304K |
| Ishares Tr | IVV | Shares | $37.1M | 57K |
| Ishares Tr | IWB | Shares | $31.8M | 89K |
| Apple Inc | AAPL | Shares | $31.0M | 122K |
| Mastec Inc | MTZ | Shares | $30.2M | 94K |
| Vanguard Index Fds | VOO | Shares | $30.1M | 50K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $26.0M | 40K |
| Advisors Inner Circle Fd Iii | GQGU | Shares | $25.8M | 958K |
| Ishares Tr | IWR | Shares | $20.6M | 212K |
| Meta Platforms Inc | META | Shares | $16.7M | 29K |
| Alphabet Inc | GOOGL | Shares | $16.3M | 57K |
| Vertex Inc | VERX | Shares | $16.0M | 1.3M |
| Select Sector Spdr Tr | XLK | Shares | $13.6M | 103K |
| Vanguard Index Fds | VTI | Shares | $13.2M | 41K |
| Amazon Com Inc | AMZN | Shares | $12.9M | 62K |
| Microsoft Corp | MSFT | Shares | $12.0M | 33K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $11.2M | 23K |
| Nvidia Corporation | NVDA | Shares | $10.0M | 57K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $9.8M | 16K |
| Invesco Qqq Tr | QQQ | Shares | $9.7M | 17K |
| Dimensional Etf Trust | DFAC | Shares | $9.3M | 238K |
| Amentum Holdings Inc | AMTM | Shares | $9.1M | 9.1M |
| Vanguard Star Fds | VXUS | Shares | $8.9M | 115K |
| Ishares Tr | OEF | Shares | $8.7M | 27K |
| Johnson & Johnson | JNJ | Shares | $8.6M | 35K |
| Vanguard Whitehall Fds | VYMI | Shares | $8.2M | 87K |
| Alphabet Inc | GOOG | Shares | $7.7M | 29K |
| Uber Technologies Inc | UBER | Shares | $7.2M | 100K |
| Ishares Tr | IWF | Shares | $6.8M | 16K |
| Bentley Sys Inc | BSY | Shares | $6.8M | 194K |
| Schwab Strategic Tr | SCHD | Shares | $6.4M | 208K |
| Fulton Finl Corp Pa | FULT | Shares | $5.7M | 281K |
| Tesla Inc | TSLA | Shares | $5.3M | 14K |
| Vanguard Whitehall Fds | VYM | Shares | $5.2M | 35K |
| Jpmorgan Chase & Co | JPM | Shares | $4.9M | 17K |
| Roblox Corp | RBLX | Shares | $4.9M | 87K |
| Enterprise Prods Partners L | EPD | Shares | $4.5M | 118K |
| Mcdonalds Corp | MCD | Shares | $4.1M | 13K |
| Vanguard Index Fds | VO | Shares | $3.6M | 13K |
| Spdr Gold Tr | GLD | Shares | $3.4M | 8K |
| Abbvie Inc | ABBV | Shares | $3.3M | 15K |
| Mercadolibre Inc | MELI | Shares | $3.3M | 2K |
| Taiwan Semiconductor Manufac | TSM | Shares | $3.2M | 10K |
| Spdr Series Trust | SDY | Shares | $3.1M | 22K |
| Exxon Mobil Corp | XOM | Shares | $3.1M | 18K |
| Vanguard Index Fds | VB | Shares | $2.6M | 10K |
| Select Sector Spdr Tr | XLP | Shares | $2.6M | 31K |
| Broadcom Inc | AVGO | Shares | $2.5M | 8K |
| Williams Cos Inc | WMB | Shares | $2.3M | 32K |
| Goldman Sachs Etf Tr | GSLC | Shares | $2.3M | 18K |
| Vanguard Index Fds | VUG | Shares | $2.2M | 5K |
| Costco Wholesale Corporation | COST | Shares | $2.1M | 2K |
| Hca Healthcare Inc | HCA | Shares | $2.0M | 4K |
| Energy Transfer L P | ET | Shares | $2.0M | 102K |
| Vanguard Index Fds | VV | Shares | $1.9M | 7K |
| Abbott Laboratories | ABT | Shares | $1.9M | 19K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $1.9M | 9K |
| Pepsico Inc | PEP | Shares | $1.8M | 11K |
| Ishares Tr | IVW | Shares | $1.8M | 16K |
| Ishares Tr | IWM | Shares | $1.8M | 7K |
| Amphenol Corp | APH | Shares | $1.7M | 14K |
| Bank America Corp | BAC | Shares | $1.7M | 35K |
| Eli Lilly & Co | LLY | Shares | $1.6M | 2K |
| Visa Inc | V | Shares | $1.6M | 5K |
| Vanguard Index Fds | VTV | Shares | $1.6M | 8K |
| Ishares Tr | IWD | Shares | $1.6M | 7K |
| Ishares Tr | ITOT | Shares | $1.5M | 11K |
| Amgen Inc | AMGN | Shares | $1.5M | 4K |
| Ishares Tr | EFA | Shares | $1.5M | 16K |
| Intuitive Surgical Inc | ISRG | Shares | $1.5M | 3K |
| Chevron Corporation | CVX | Shares | $1.5M | 7K |
| Netflix Inc. | NFLX | Shares | $1.5M | 15K |
| Ishares Tr | ACWX | Shares | $1.5M | 21K |
| Equifax Inc | EFX | Shares | $1.4M | 8K |
| Ishares Tr | IJH | Shares | $1.4M | 21K |
| Norfolk Southn Corp | NSC | Shares | $1.4M | 5K |
| Nvr Inc | NVR | Shares | $1.4M | 212 |
| Alibaba Group Hldg Ltd | BABA | Shares | $1.4M | 11K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.4M | 28K |
| Ishares Tr | IVE | Shares | $1.4M | 6K |
| Mastercard Incorporated | MA | Shares | $1.3M | 3K |
| Applied Matls Inc | AMAT | Shares | $1.3M | 4K |
| American Express Co | AXP | Shares | $1.3M | 4K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $1.3M | 34K |
| Select Sector Spdr Tr | XLV | Shares | $1.3M | 9K |
| Spotify Technology S A | Shares | $1.3M | 3K | |
| Lam Research Corp | LRCX | Shares | $1.3M | 6K |
| Ww Grainger Inc | GWW | Shares | $1.2M | 1K |
| Venture Global Inc | VG | Shares | $1.2M | 77K |
| Vanguard Bd Index Fds | BND | Shares | $1.2M | 16K |
| Home Depot Inc | HD | Shares | $1.2M | 4K |
| Oracle Corp | ORCL | Shares | $1.2M | 8K |
| Disney Walt Co | DIS | Shares | $1.1M | 12K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $1.1M | 15K |
| Vanguard Scottsdale Fds | VTWO | Shares | $1.1M | 11K |
| Emerson Elec Co | EMR | Shares | $1.1M | 8K |
| Ge Vernova Inc | GEV | Shares | $1.1M | 1K |
| Nano Nuclear Energy Inc | NNE | Shares | $1.1M | 54K |
| Provident Finl Svcs Inc | PFS | Shares | $1.1M | 52K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.