Legacy Advisors
Latest statistics and disclosures from Legacy Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QLTY, IJR, IVV, IWB, AAPL, and represent 31.31% of Legacy Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$16M), VYMI (+$5.2M), IJR, GQGU, QLTY, VTI, VUG, BSV, IXUS, BND.
- Started 19 new stock positions in NCNO, AME, MAR, COWZ, OWL, PAYX, BSV, AEM, NATL, TDY. ADP, MPC, BWXT, IXUS, F, CION, VST, PRIM, STLA.
- Reduced shares in these 10 stocks: MTZ (-$92M), CVLC (-$9.7M), IVV, AAPL, BSEP, AMTM, DLR, GOOGL, MU, XLV.
- Sold out of its positions in AGX, BNY, HYT, BLK, GIB, CVS, CCJ, COF, CEG, DLR.
- Legacy Advisors was a net seller of stock by $-79M.
- Legacy Advisors has $848M in assets under management (AUM), dropping by -8.89%.
- Central Index Key (CIK): 0001720969
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Portfolio Holdings for Legacy Advisors
Legacy Advisors holds 279 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Gmo Etf Trust Gmo Us Quality E (QLTY) | 15.1 | $128M | 3.5M | 36.24 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.5 | $38M | +12% | 304k | 124.31 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.4 | $37M | -4% | 57k | 653.21 |
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| Ishares Tr Rus 1000 Etf (IWB) | 3.8 | $32M | 89k | 356.56 |
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| Apple (AAPL) | 3.7 | $31M | -3% | 122k | 253.79 |
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| MasTec (MTZ) | 3.6 | $30M | -75% | 94k | 321.74 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.5 | $30M | +116% | 50k | 597.55 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.1 | $26M | 40k | 650.33 |
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| Advisors Inner Circle Fd Iii Gqg Us Equity Et (GQGU) | 3.0 | $26M | +14% | 958k | 26.91 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 2.4 | $21M | 212k | 97.23 |
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| Meta Platforms Cl A (META) | 2.0 | $17M | 29k | 572.13 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $16M | -3% | 57k | 287.56 |
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| Vertex Cl A (VERX) | 1.9 | $16M | 1.3M | 11.89 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 1.6 | $14M | 103k | 132.90 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $13M | +7% | 41k | 320.81 |
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| Amazon (AMZN) | 1.5 | $13M | 62k | 208.27 |
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| Microsoft Corporation (MSFT) | 1.4 | $12M | +2% | 33k | 370.17 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $11M | 23k | 479.20 |
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| NVIDIA Corporation (NVDA) | 1.2 | $10M | -2% | 57k | 174.41 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 1.2 | $9.8M | 16k | 616.74 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $9.7M | +2% | 17k | 577.20 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.1 | $9.3M | 238k | 38.86 |
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| Amentum Holdings (AMTM) | 1.1 | $9.1M | -7% | 9.1M | 1.00 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.0 | $8.9M | -2% | 115k | 77.11 |
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| Ishares Tr S&p 100 Etf (OEF) | 1.0 | $8.7M | 27k | 318.07 |
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| Johnson & Johnson (JNJ) | 1.0 | $8.6M | +4% | 35k | 244.44 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 1.0 | $8.2M | +176% | 87k | 94.24 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $7.7M | 29k | 262.70 |
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| Uber Technologies (UBER) | 0.8 | $7.2M | 100k | 71.93 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $6.8M | 16k | 426.40 |
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| Bentley Sys Com Cl B (BSY) | 0.8 | $6.8M | 194k | 35.12 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.8 | $6.4M | 208k | 30.68 |
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| Fulton Financial (FULT) | 0.7 | $5.7M | 281k | 20.34 |
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| Tesla Motors (TSLA) | 0.6 | $5.3M | +3% | 14k | 371.76 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $5.2M | 35k | 148.10 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $4.9M | -4% | 17k | 294.16 |
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| Roblox Corp Cl A (RBLX) | 0.6 | $4.9M | 87k | 56.56 |
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| Enterprise Products Partners (EPD) | 0.5 | $4.5M | 118k | 37.84 |
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| McDonald's Corporation (MCD) | 0.5 | $4.1M | 13k | 310.80 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $3.6M | -4% | 13k | 287.18 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $3.4M | 7.8k | 430.29 |
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| Abbvie (ABBV) | 0.4 | $3.3M | -2% | 15k | 217.49 |
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| MercadoLibre (MELI) | 0.4 | $3.3M | 1.9k | 1729.42 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $3.2M | +5% | 9.5k | 338.86 |
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| Spdr Series Trust State Street Spd (SDY) | 0.4 | $3.1M | 22k | 145.94 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $3.1M | 18k | 169.66 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $2.6M | -8% | 9.8k | 261.92 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.3 | $2.6M | +9% | 31k | 81.98 |
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| Broadcom (AVGO) | 0.3 | $2.5M | +7% | 8.0k | 309.49 |
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| Williams Companies (WMB) | 0.3 | $2.3M | -13% | 32k | 72.78 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.3 | $2.3M | 18k | 125.13 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $2.2M | +54% | 5.1k | 436.79 |
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| Costco Wholesale Corporation (COST) | 0.3 | $2.1M | -4% | 2.1k | 996.43 |
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| Hca Holdings (HCA) | 0.2 | $2.0M | 4.2k | 473.24 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $2.0M | -6% | 102k | 19.30 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.9M | 6.5k | 298.85 |
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| Abbott Laboratories (ABT) | 0.2 | $1.9M | -4% | 19k | 102.67 |
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| PNC Financial Services (PNC) | 0.2 | $1.9M | 9.1k | 208.09 |
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| Pepsi (PEP) | 0.2 | $1.8M | 11k | 155.29 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.8M | 16k | 113.11 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.8M | -6% | 7.1k | 248.00 |
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| Amphenol Corp Cl A (APH) | 0.2 | $1.7M | 14k | 126.60 |
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| Bank of America Corporation (BAC) | 0.2 | $1.7M | 35k | 48.75 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.6M | -18% | 1.8k | 919.65 |
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| Visa Com Cl A (V) | 0.2 | $1.6M | -10% | 5.3k | 302.26 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.6M | +16% | 8.0k | 196.20 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.6M | 7.3k | 213.66 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $1.5M | 11k | 142.43 |
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| Amgen (AMGN) | 0.2 | $1.5M | 4.4k | 351.82 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.5M | 16k | 97.13 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $1.5M | 3.2k | 461.00 |
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| Chevron Corporation (CVX) | 0.2 | $1.5M | -7% | 7.2k | 206.91 |
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| Netflix (NFLX) | 0.2 | $1.5M | 15k | 96.15 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $1.5M | -3% | 21k | 68.47 |
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| Equifax (EFX) | 0.2 | $1.4M | 8.0k | 180.06 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.4M | 21k | 67.53 |
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| Norfolk Southern (NSC) | 0.2 | $1.4M | 4.9k | 287.00 |
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| NVR (NVR) | 0.2 | $1.4M | 212.00 | 6589.83 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $1.4M | 11k | 125.46 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $1.4M | +12% | 28k | 49.89 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.4M | 6.5k | 211.15 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.3M | -8% | 2.7k | 499.61 |
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| Applied Materials (AMAT) | 0.2 | $1.3M | -2% | 3.9k | 341.79 |
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| American Express Company (AXP) | 0.2 | $1.3M | 4.4k | 302.48 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $1.3M | +35% | 34k | 38.42 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $1.3M | -23% | 8.8k | 146.62 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $1.3M | 2.6k | 484.91 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.3M | 5.9k | 213.91 |
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| W.W. Grainger (GWW) | 0.1 | $1.2M | 1.1k | 1090.81 |
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| Venture Global Com Cl A (VG) | 0.1 | $1.2M | 77k | 15.76 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.2M | +61% | 16k | 73.64 |
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| Home Depot (HD) | 0.1 | $1.2M | -6% | 3.6k | 328.89 |
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| Oracle Corporation (ORCL) | 0.1 | $1.2M | -7% | 7.8k | 147.11 |
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| Walt Disney Company (DIS) | 0.1 | $1.1M | -4% | 12k | 96.38 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $1.1M | 15k | 75.19 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $1.1M | 11k | 100.17 |
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| Emerson Electric (EMR) | 0.1 | $1.1M | 8.4k | 131.02 |
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| Ge Vernova (GEV) | 0.1 | $1.1M | 1.3k | 873.10 |
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| Nano Nuclear Energy (NNE) | 0.1 | $1.1M | 54k | 20.48 |
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| Provident Financial Services (PFS) | 0.1 | $1.1M | 52k | 21.16 |
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| CNO Financial (CNO) | 0.1 | $1.1M | -2% | 26k | 41.06 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $1.1M | +4% | 21k | 50.57 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $1.1M | 52k | 20.76 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.0M | +15% | 3.6k | 284.20 |
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| Wal-Mart Stores (WMT) | 0.1 | $996k | 8.0k | 124.53 |
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| New Jersey Resources Corporation (NJR) | 0.1 | $990k | 18k | 55.40 |
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| Procter & Gamble Company (PG) | 0.1 | $990k | -4% | 6.9k | 144.44 |
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| White Mountains Insurance Gp (WTM) | 0.1 | $989k | 450.00 | 2196.96 |
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| Merck & Co (MRK) | 0.1 | $979k | 8.1k | 121.14 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $972k | +2% | 34k | 28.71 |
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| Goldman Sachs Etf Tr Access Us Agrat (GCOR) | 0.1 | $956k | 23k | 41.32 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $947k | 1.4k | 697.64 |
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| Innovator Etfs Trust Us Eqty Ultra B (USEP) | 0.1 | $936k | -24% | 24k | 38.67 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $936k | +2% | 9.8k | 95.99 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $934k | -2% | 707.00 | 1320.83 |
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| Philip Morris International (PM) | 0.1 | $919k | +8% | 5.5k | 166.76 |
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| Equinix (EQIX) | 0.1 | $905k | 923.00 | 980.25 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $884k | +63% | 4.1k | 215.06 |
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| Cimpress Shs Euro (CMPR) | 0.1 | $868k | 12k | 73.00 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $806k | 1.5k | 522.71 |
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| Truist Financial Corp equities (TFC) | 0.1 | $787k | -14% | 17k | 45.97 |
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| Servicenow (NOW) | 0.1 | $775k | -7% | 7.4k | 104.55 |
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| Pfizer (PFE) | 0.1 | $755k | +9% | 27k | 28.08 |
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| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $747k | 13k | 55.90 |
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| Starbucks Corporation (SBUX) | 0.1 | $743k | -3% | 8.3k | 89.59 |
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| TJX Companies (TJX) | 0.1 | $729k | +8% | 4.6k | 159.70 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $722k | NEW | 9.2k | 78.41 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $711k | +34% | 3.7k | 191.92 |
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| Honeywell International (HON) | 0.1 | $700k | -3% | 3.1k | 226.03 |
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| Toast Cl A (TOST) | 0.1 | $697k | +12% | 26k | 26.51 |
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| Caterpillar (CAT) | 0.1 | $696k | 983.00 | 708.47 |
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| Markel Corporation (MKL) | 0.1 | $695k | 363.00 | 1914.07 |
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| Deere & Company (DE) | 0.1 | $689k | -10% | 1.2k | 563.45 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $688k | -7% | 6.0k | 114.99 |
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| Boeing Company (BA) | 0.1 | $673k | -2% | 3.4k | 199.03 |
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| Reinsurance Group Amer Com New (RGA) | 0.1 | $664k | -2% | 3.3k | 204.17 |
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| Ishares Msci Eurzone Etf (EZU) | 0.1 | $626k | 10k | 62.64 |
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| Edwards Lifesciences (EW) | 0.1 | $624k | 7.8k | 80.08 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $615k | NEW | 7.1k | 86.64 |
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| S&T Ban (STBA) | 0.1 | $607k | 15k | 41.83 |
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| Synopsys (SNPS) | 0.1 | $602k | 1.5k | 396.48 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $600k | +8% | 3.1k | 192.90 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $595k | +15% | 3.1k | 191.80 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $588k | -7% | 2.2k | 272.33 |
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| Enova Intl (ENVA) | 0.1 | $579k | 4.3k | 135.83 |
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| Advanced Micro Devices (AMD) | 0.1 | $578k | 2.8k | 203.40 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $564k | +9% | 3.3k | 173.45 |
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| Cigna Corp (CI) | 0.1 | $564k | +2% | 2.1k | 266.75 |
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| Cisco Systems (CSCO) | 0.1 | $563k | -3% | 7.3k | 77.59 |
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| Eaton Corp SHS (ETN) | 0.1 | $558k | 1.6k | 357.67 |
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| Verizon Communications (VZ) | 0.1 | $556k | +7% | 11k | 50.20 |
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| Corteva (CTVA) | 0.1 | $544k | 6.5k | 83.71 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $529k | 9.3k | 57.07 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $526k | +2% | 5.3k | 98.39 |
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| Neuberger Berman Mlp Income (NML) | 0.1 | $526k | 50k | 10.51 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $514k | -9% | 4.0k | 128.12 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $510k | 32k | 15.80 |
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| Global X Fds Global X Uranium (URA) | 0.1 | $506k | 10k | 48.43 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $503k | -10% | 2.7k | 189.59 |
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| salesforce (CRM) | 0.1 | $493k | -17% | 2.6k | 186.67 |
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| Fiserv (FISV) | 0.1 | $492k | 8.8k | 55.80 |
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| Becton, Dickinson and (BDX) | 0.1 | $491k | -2% | 3.1k | 157.23 |
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| Union Pacific Corporation (UNP) | 0.1 | $490k | 2.0k | 242.59 |
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| Micron Technology (MU) | 0.1 | $480k | -51% | 1.4k | 337.98 |
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| Cadence Design Systems (CDNS) | 0.1 | $472k | -11% | 1.7k | 277.87 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $468k | 5.7k | 82.43 |
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| Marvell Technology (MRVL) | 0.1 | $467k | 4.7k | 99.05 |
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| Wells Fargo & Company (WFC) | 0.1 | $462k | -5% | 5.8k | 79.61 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.1 | $458k | 9.5k | 48.32 |
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| American Tower Reit (AMT) | 0.1 | $451k | 2.6k | 172.58 |
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| Bristol Myers Squibb (BMY) | 0.1 | $445k | 7.3k | 60.65 |
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| General Motors Company (GM) | 0.1 | $437k | +3% | 5.9k | 74.50 |
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| Morgan Stanley Com New (MS) | 0.1 | $437k | -3% | 2.7k | 164.57 |
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| Air Products & Chemicals (APD) | 0.1 | $434k | -3% | 1.5k | 290.49 |
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| Waste Management (WM) | 0.1 | $431k | -12% | 1.9k | 229.79 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.1 | $426k | 2.7k | 159.61 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $421k | 4.6k | 90.52 |
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| Public Service Enterprise (PEG) | 0.0 | $410k | +2% | 5.1k | 80.95 |
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| Goldman Sachs (GS) | 0.0 | $406k | 479.00 | 846.79 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $405k | 6.3k | 64.08 |
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| O'reilly Automotive (ORLY) | 0.0 | $398k | 4.3k | 92.31 |
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| International Business Machines (IBM) | 0.0 | $398k | -41% | 1.6k | 242.36 |
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| Oklo Com Cl A (OKLO) | 0.0 | $395k | 8.0k | 49.59 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $391k | 3.3k | 118.51 |
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| Linde SHS (LIN) | 0.0 | $391k | +3% | 788.00 | 495.76 |
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| Kla Corp Com New (KLAC) | 0.0 | $386k | -9% | 262.00 | 1472.42 |
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| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $385k | 2.2k | 175.91 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $383k | 2.5k | 152.75 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $374k | +3% | 9.3k | 40.43 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $366k | 5.1k | 71.13 |
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| Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 0.0 | $359k | 7.8k | 45.80 |
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| Zscaler Incorporated (ZS) | 0.0 | $357k | -2% | 2.5k | 140.29 |
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| Danaher Corporation (DHR) | 0.0 | $356k | -21% | 1.9k | 190.01 |
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| Cardinal Health (CAH) | 0.0 | $349k | +31% | 1.7k | 211.31 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $339k | 13k | 25.64 |
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| Wisdomtree Tr Us Quality Grow (QGRW) | 0.0 | $333k | 6.2k | 53.43 |
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| Metropcs Communications (TMUS) | 0.0 | $330k | +33% | 1.6k | 210.03 |
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| Cme (CME) | 0.0 | $330k | 1.1k | 295.35 |
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| Constellation Brands Cl A (STZ) | 0.0 | $329k | +5% | 2.2k | 149.97 |
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| Palo Alto Networks (PANW) | 0.0 | $326k | -8% | 2.0k | 160.32 |
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| Fair Isaac Corporation (FICO) | 0.0 | $322k | 302.00 | 1067.54 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $320k | -3% | 2.2k | 146.30 |
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| V.F. Corporation (VFC) | 0.0 | $319k | +4% | 19k | 16.99 |
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| PPL Corporation (PPL) | 0.0 | $318k | -6% | 8.3k | 38.49 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $315k | 1.5k | 206.09 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $315k | 2.7k | 118.05 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $314k | -17% | 7.3k | 43.13 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $312k | -9% | 635.00 | 492.03 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $303k | NEW | 4.8k | 62.56 |
|
| Us Bancorp Com New (USB) | 0.0 | $297k | 5.7k | 52.53 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $296k | -5% | 1.5k | 194.12 |
|
| UnitedHealth (UNH) | 0.0 | $294k | -16% | 1.1k | 270.59 |
|
| At&t (T) | 0.0 | $292k | 10k | 28.99 |
|
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $283k | 4.9k | 57.61 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $271k | 2.0k | 138.32 |
|
|
| Coca-Cola Company (KO) | 0.0 | $271k | -4% | 3.5k | 76.61 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $270k | NEW | 1.1k | 244.12 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $270k | 2.7k | 99.97 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $269k | NEW | 1.3k | 204.93 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $268k | 1.2k | 217.25 |
|
|
| Paychex (PAYX) | 0.0 | $267k | NEW | 2.9k | 92.12 |
|
| Copart (CPRT) | 0.0 | $265k | 8.0k | 33.20 |
|
|
| Qualcomm (QCOM) | 0.0 | $265k | -3% | 2.1k | 128.78 |
|
| Goldman Sachs Etf Tr Access Inflati (GTIP) | 0.0 | $263k | +4% | 5.3k | 49.37 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $262k | 4.3k | 61.64 |
|
|
| Kkr & Co (KKR) | 0.0 | $262k | +16% | 2.8k | 92.50 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $261k | 704.00 | 370.56 |
|
|
| Agnico (AEM) | 0.0 | $260k | NEW | 1.3k | 202.98 |
|
| Targa Res Corp (TRGP) | 0.0 | $257k | -5% | 1.0k | 250.71 |
|
| Moody's Corporation (MCO) | 0.0 | $254k | -26% | 583.00 | 436.25 |
|
| Genpact SHS (G) | 0.0 | $252k | +4% | 6.8k | 37.25 |
|
| Citizens Financial (CFG) | 0.0 | $250k | +9% | 4.2k | 59.97 |
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $250k | 4.7k | 52.85 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $249k | 2.1k | 120.81 |
|
|
| Flushing Financial Corporation (FFIC) | 0.0 | $247k | 16k | 15.36 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $245k | 1.7k | 145.74 |
|
|
| Phreesia (PHR) | 0.0 | $245k | 29k | 8.38 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $244k | NEW | 747.00 | 327.07 |
|
| Bankunited (BKU) | 0.0 | $244k | 5.4k | 45.16 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $244k | 1.3k | 189.75 |
|
|
| Icon SHS (ICLR) | 0.0 | $244k | 2.2k | 110.66 |
|
|
| Cummins (CMI) | 0.0 | $243k | -3% | 452.00 | 538.02 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $242k | -16% | 1.6k | 151.41 |
|
| American Intl Group Com New (AIG) | 0.0 | $240k | 3.2k | 75.25 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $239k | 1.7k | 142.20 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $239k | -21% | 612.00 | 390.21 |
|
| Southern Company (SO) | 0.0 | $238k | -8% | 2.5k | 96.52 |
|
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.0 | $237k | -7% | 5.5k | 43.20 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $235k | -3% | 2.6k | 88.70 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $234k | 3.1k | 75.10 |
|
|
| Goldman Sachs Etf Tr Activebeta Eur (GSEU) | 0.0 | $234k | 5.2k | 45.20 |
|
|
| Vistra Energy (VST) | 0.0 | $230k | NEW | 1.5k | 150.28 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $229k | -14% | 2.3k | 97.75 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $228k | -15% | 727.00 | 313.81 |
|
| Dycom Industries (DY) | 0.0 | $228k | 673.00 | 338.82 |
|
|
| Hubspot (HUBS) | 0.0 | $228k | +8% | 933.00 | 244.10 |
|
| Primoris Services (PRIM) | 0.0 | $224k | NEW | 1.6k | 143.14 |
|
| Ncr Atleos Corporation Com Shs (NATL) | 0.0 | $218k | NEW | 5.0k | 43.58 |
|
| Bwx Technologies (BWXT) | 0.0 | $213k | NEW | 1.0k | 204.49 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $212k | +6% | 3.8k | 55.36 |
|
| Ametek (AME) | 0.0 | $211k | NEW | 985.00 | 214.36 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $209k | -3% | 233.00 | 895.24 |
|
| Altria (MO) | 0.0 | $208k | -30% | 3.2k | 65.99 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $208k | 1.8k | 118.62 |
|
|
| Msci (MSCI) | 0.0 | $208k | +6% | 386.00 | 539.01 |
|
| Zoetis Cl A (ZTS) | 0.0 | $208k | +3% | 1.8k | 118.21 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $201k | NEW | 332.00 | 605.01 |
|
| Ford Motor Company (F) | 0.0 | $198k | NEW | 17k | 11.54 |
|
| Ncino (NCNO) | 0.0 | $158k | NEW | 11k | 14.98 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $142k | 13k | 10.84 |
|
|
| Cion Invt Corp (CION) | 0.0 | $116k | NEW | 17k | 6.84 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.0 | $109k | NEW | 12k | 9.13 |
|
| Stellantis SHS (STLA) | 0.0 | $87k | NEW | 12k | 7.09 |
|
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $65k | 11k | 6.05 |
|
|
| Pioneer Pwr Solutions Com New (PPSI) | 0.0 | $52k | 16k | 3.25 |
|
|
| Sangoma Technologies Corp Com New (SANG) | 0.0 | $39k | 10k | 3.93 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $30k | -33% | 14k | 2.12 |
|
| Origin Agritech Shs New (SEED) | 0.0 | $27k | 21k | 1.29 |
|
|
| Net Power Com Cl A (NPWR) | 0.0 | $26k | 16k | 1.56 |
|
Past Filings by Legacy Advisors
SEC 13F filings are viewable for Legacy Advisors going back to 2017
- Legacy Advisors 2026 Q1 filed May 5, 2026
- Legacy Advisors 2025 Q4 filed Jan. 27, 2026
- Legacy Advisors 2025 Q3 filed Nov. 13, 2025
- Legacy Advisors 2025 Q2 filed Aug. 7, 2025
- Legacy Advisors 2025 Q1 filed April 23, 2025
- Legacy Advisors 2024 Q4 filed Feb. 14, 2025
- Legacy Advisors 2024 Q3 filed Nov. 13, 2024
- Legacy Advisors 2024 Q2 filed July 30, 2024
- Legacy Advisors 2024 Q1 filed April 30, 2024
- Legacy Advisors 2023 Q4 filed Feb. 12, 2024
- Legacy Advisors 2023 Q3 filed Nov. 14, 2023
- Legacy Advisors 2023 Q2 filed July 20, 2023
- Legacy Advisors 2023 Q1 filed May 1, 2023
- Legacy Advisors 2022 Q4 filed Feb. 1, 2023
- Legacy Advisors 2022 Q3 filed Nov. 9, 2022
- Legacy Advisors 2022 Q2 filed July 25, 2022