CIK 1720969
Legacy Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
288
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 288
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QLTY | GMO ETF TRUST | 3.5M | $1M+ | SH |
| MTZ | MASTEC INC | 381K | $1M+ | SH |
| IVV | ISHARES TR | 59K | $1M+ | SH |
| AAPL | APPLE INC | 127K | $1M+ | SH |
| IWB | ISHARES TR | 89K | $1M+ | SH |
| IJR | ISHARES TR | 270K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 40K | $1M+ | SH |
| VERX | VERTEX INC | 1.3M | $1M+ | SH |
| GQGU | ADVISORS INNER CIRCLE FD III | 835K | $1M+ | SH |
| IWR | ISHARES TR | 211K | $1M+ | SH |
| META | META PLATFORMS INC | 29K | $1M+ | SH |
| GOOGL | ALPHABET INC | 59K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 32K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 103K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 23K | $1M+ | SH |
| AMZN | AMAZON COM INC | 62K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 38K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 24K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 59K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 16K | $1M+ | SH |
| AMTM | AMENTUM HOLDINGS INC | 9.8M | $1M+ | SH |
| CVLC | MORGAN STANLEY ETF TRUST | 116K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 16K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 238K | $1M+ | SH |
| OEF | ISHARES TR | 27K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 118K | $1M+ | SH |
| GOOG | ALPHABET INC | 29K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 100K | $1M+ | SH |
| IWF | ISHARES TR | 16K | $1M+ | SH |
| BSY | BENTLEY SYS INC | 194K | $1M+ | SH |
| RBLX | ROBLOX CORP | 86K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 34K | $1M+ | SH |
| TSLA | TESLA INC | 14K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 18K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 205K | $1M+ | SH |
| FULT | FULTON FINL CORP PA | 281K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 34K | $1M+ | SH |
| MCD | MCDONALDS CORP | 13K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| MELI | MERCADOLIBRE INC | 2K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 117K | $1M+ | SH |
| ABBV | ABBVIE INC | 16K | $1M+ | SH |
| GLD | SPDR GOLD TR | 8K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 22K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 31K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 9K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| AVGO | BROADCOM INC | 7K | $1M+ | SH |
| ABT | ABBOTT LABS | 20K | $1M+ | SH |
| GSLC | GOLDMAN SACHS ETF TR | 18K | $1M+ | SH |