Legacy Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$196.0M
Q ending 2026-03-31
Prior quarter
$151.5M
Q ending 2025-12-31
Change
+29.4% QoQ
Positions
109
reported holdings
Largest positions
Top 100 of 109 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 |
|---|---|---|---|---|
| Ishares Tr | SGOV | Shares | $47.0M | 467K |
| J P Morgan Exchange Traded F | JPST | Shares | $18.6M | 368K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $17.3M | 27K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $13.6M | 19 |
| Ab Active Etfs Inc | BUFC | Shares | $6.6M | 163K |
| Vanguard Index Fds | VTI | Shares | $5.8M | 18K |
| Apple Inc | AAPL | Shares | $5.7M | 22K |
| Nvidia Corporation | NVDA | Shares | $4.9M | 28K |
| Spdr Series Trust | BIL | Shares | $4.4M | 48K |
| Ab Active Etfs Inc | YEAR | Shares | $3.9M | 77K |
| Microsoft Corp | MSFT | Shares | $3.8M | 10K |
| Amazon Com Inc | AMZN | Shares | $3.4M | 16K |
| Alphabet Inc | GOOGL | Shares | $3.0M | 10K |
| Schwab Strategic Tr | SCHD | Shares | $2.5M | 81K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.4M | 38K |
| Vanguard Intl Equity Index F | VEU | Shares | $2.3M | 31K |
| Vanguard Index Fds | VOO | Shares | $2.1M | 3K |
| Tesla Inc | TSLA | Shares | $2.1M | 6K |
| Meta Platforms Inc | META | Shares | $2.0M | 3K |
| Ishares Tr | SHV | Shares | $1.9M | 17K |
| Blackstone Secd Lending Fd | BXSL | Shares | $1.9M | 78K |
| Ishares Tr | DGRO | Shares | $1.7M | 24K |
| Sable Offshore Corp | SOC | Shares | $1.7M | 100K |
| Broadcom Inc | AVGO | Shares | $1.6M | 5K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.4M | 3K |
| Select Sector Spdr Tr | XLE | Shares | $1.4M | 22K |
| Schwab Strategic Tr | SCHG | Shares | $1.2M | 43K |
| Oracle Corp | ORCL | Shares | $1.0M | 7K |
| Simplify Exchange Traded Fun | MTBA | Shares | $948K | 19K |
| Ab Active Etfs Inc | TAFI | Shares | $851K | 34K |
| Alphabet Inc | GOOG | Shares | $848K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $830K | 3K |
| Visa Inc | V | Shares | $828K | 3K |
| J P Morgan Exchange Traded F | BBJP | Shares | $819K | 12K |
| Kayne Anderson Bdc Inc | KBDC | Shares | $811K | 59K |
| Select Sector Spdr Tr | XLF | Shares | $753K | 15K |
| Exxon Mobil Corp | XOM | Shares | $740K | 4K |
| Vanguard Whitehall Fds | VYM | Shares | $659K | 4K |
| Eli Lilly & Co | LLY | Shares | $640K | 696 |
| Vanguard World Fd | VOX | Shares | $536K | 3K |
| Vanguard World Fd | VGT | Shares | $527K | 756 |
| Ab Active Etfs Inc | EMOP | Shares | $521K | 12K |
| Thermo Fisher Scientific Inc | TMO | Shares | $503K | 1K |
| Taiwan Semiconductor Manufac | TSM | Shares | $499K | 1K |
| Tjx Cos Inc New | TJX | Shares | $499K | 3K |
| Asml Hldg Nv | Shares | $487K | 369 | |
| Walmart Inc | WMT | Shares | $484K | 4K |
| Invesco Qqq Tr | QQQ | Shares | $479K | 830 |
| Unitedhealth Group Inc | UNH | Shares | $434K | 2K |
| Bank America Corp | BAC | Shares | $426K | 9K |
| J P Morgan Exchange Traded F | BBCA | Shares | $423K | 4K |
| Ge Aerospace | GE | Shares | $422K | 1K |
| Chevron Corporation | CVX | Shares | $413K | 2K |
| Costco Wholesale Corporation | COST | Shares | $402K | 403 |
| Ge Vernova Inc | GEV | Shares | $398K | 456 |
| Johnson & Johnson | JNJ | Shares | $396K | 2K |
| Spdr Index Shs Fds | SPEM | Shares | $368K | 8K |
| Prologis Inc. | PLD | Shares | $352K | 3K |
| Kla Corp | KLAC | Shares | $350K | 238 |
| Wells Fargo & Co | WFC | Shares | $346K | 4K |
| Rtx Corporation | RTX | Shares | $345K | 2K |
| Palantir Technologies Inc | PLTR | Shares | $338K | 2K |
| Netflix Inc. | NFLX | Shares | $335K | 3K |
| Shell Plc | SHEL | Shares | $335K | 4K |
| Nike Inc | NKE | Shares | $324K | 6K |
| Abbvie Inc | ABBV | Shares | $323K | 1K |
| Applied Matls Inc | AMAT | Shares | $321K | 939 |
| Interactive Brokers Group In | IBKR | Shares | $319K | 5K |
| Micron Technology Inc | MU | Shares | $316K | 936 |
| Northrop Grumman Corp | NOC | Shares | $316K | 463 |
| J P Morgan Exchange Traded F | BBAX | Shares | $312K | 5K |
| Home Depot Inc | HD | Shares | $311K | 947 |
| Coca Cola Co | KO | Shares | $306K | 4K |
| Merck & Co Inc | MRK | Shares | $294K | 2K |
| Astrazeneca Plc | Shares | $289K | 1K | |
| Ark Etf Tr | ARKK | Shares | $287K | 4K |
| Caterpillar Inc | CAT | Shares | $287K | 405 |
| Honeywell Intl Inc | HONGBP | Shares | $284K | 1K |
| Progressive Corp | PGR | Shares | $284K | 1K |
| Altria Group Inc | MO | Shares | $281K | 4K |
| Mplx Lp | MPLX | Shares | $277K | 5K |
| Energy Transfer L P | ET | Shares | $274K | 14K |
| Novartis Ag | NVS | Shares | $270K | 2K |
| International Business Machs | IBM | Shares | $257K | 1K |
| Philip Morris Intl Inc | PM | Shares | $257K | 2K |
| Ishares Tr | IEUR | Shares | $253K | 4K |
| Linde Plc | Shares | $253K | 510 | |
| Blacksky Technology Inc | BKSY | Shares | $252K | 10K |
| Intuitive Surgical Inc | ISRG | Shares | $244K | 529 |
| Nordson Corp | NDSN | Shares | $240K | 902 |
| Enterprise Prods Partners L | EPD | Shares | $239K | 6K |
| Procter & Gamble Co | PG | Shares | $238K | 2K |
| Ebay Inc. | EBAY | Shares | $238K | 3K |
| Lam Research Corp | LRCX | Shares | $235K | 1K |
| Cisco Sys Inc | CSCO | Shares | $232K | 3K |
| S&P Global Inc | SPGI | Shares | $231K | 542 |
| Hca Healthcare Inc | HCA | Shares | $228K | 482 |
| Morgan Stanley | MS | Shares | $225K | 1K |
| Schwab Charles Corp | SCHW | Shares | $222K | 2K |
| Sunoco Lp/Sunoco Fin Corp | SUN | Shares | $213K | 3K |
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.