Legacy Wealth Advisors
Latest statistics and disclosures from Legacy Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SGOV, JPST, SPY, BRK.A, AAPL, and represent 45.82% of Legacy Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SGOV (+$6.1M), TAFI, SPCX, NVDA, GOOGL, AMZN, MSFT, AMD, INTC, AAPL.
- Started 46 new stock positions in AEP, TMUS, VRTX, CARR, HLN, ZBRA, DIS, TDY, SNDK, ETN.
- Reduced shares in these 10 stocks: SPY, YEAR, JPST, ORCL, VOO, BIL, NFLX, NKE, Honeywell International, BKSY.
- Sold out of its positions in BKSY, HCA, Honeywell International, ISRG, NFLX, NKE, CRM.
- Legacy Wealth Advisors was a net buyer of stock by $24M.
- Legacy Wealth Advisors has $231M in assets under management (AUM), dropping by 17.90%.
- Central Index Key (CIK): 0002111463
Tip: Access up to 7 years of quarterly data
Positions held by Legacy Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Legacy Wealth Advisors
Legacy Wealth Advisors holds 148 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 23.0 | $53M | +12% | 528k | 100.67 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 6.9 | $16M | -14% | 313k | 50.57 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 6.7 | $15M | -22% | 21k | 747.16 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 6.2 | $14M | 19.00 | 748850.00 |
|
|
| Apple (AAPL) | 3.1 | $7.3M | +11% | 25k | 289.36 |
|
| NVIDIA Corporation (NVDA) | 3.1 | $7.2M | +26% | 36k | 200.09 |
|
| Ab Active Etfs Conservative (BUFC) | 3.0 | $6.9M | 162k | 42.56 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.9 | $6.7M | 18k | 370.04 |
|
|
| Amazon (AMZN) | 2.2 | $5.1M | +32% | 21k | 238.34 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $5.1M | +37% | 14k | 357.37 |
|
| Microsoft Corporation (MSFT) | 2.1 | $4.9M | +29% | 13k | 373.02 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 1.7 | $4.0M | -8% | 44k | 91.64 |
|
| Ab Active Etfs Tax Aware Shrt (TAFI) | 1.5 | $3.4M | +294% | 134k | 25.22 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.4 | $3.2M | +22% | 38k | 83.75 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $2.7M | 38k | 71.25 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.1 | $2.6M | 81k | 31.71 |
|
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 1.0 | $2.4M | NEW | 14k | 170.86 |
|
| Broadcom (AVGO) | 1.0 | $2.3M | +17% | 6.1k | 377.75 |
|
| Tesla Motors (TSLA) | 1.0 | $2.3M | -3% | 5.4k | 420.60 |
|
| Meta Platforms Cl A (META) | 0.9 | $2.0M | +2% | 3.5k | 563.29 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.8 | $1.9M | +2% | 80k | 23.71 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.8 | $1.9M | 17k | 110.35 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $1.9M | -22% | 2.7k | 686.81 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.8 | $1.8M | 24k | 75.79 |
|
|
| Micron Technology (MU) | 0.7 | $1.6M | +45% | 1.4k | 1154.29 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $1.5M | 43k | 33.84 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.4M | +36% | 4.0k | 353.33 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.3M | -10% | 2.6k | 500.39 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.5 | $1.2M | 22k | 53.11 |
|
|
| Ab Active Etfs Emer Mkts Op Etf (EMOP) | 0.5 | $1.1M | +80% | 22k | 52.23 |
|
| Visa Com Cl A (V) | 0.5 | $1.1M | +15% | 3.2k | 343.09 |
|
| Advanced Micro Devices (AMD) | 0.5 | $1.1M | NEW | 1.8k | 580.91 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.0M | +13% | 3.2k | 327.33 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $1.0M | +21% | 844.00 | 1199.43 |
|
| Ab Active Etfs Ultra Short Incm (YEAR) | 0.4 | $991k | -74% | 20k | 50.34 |
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 0.4 | $941k | 19k | 49.07 |
|
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.4 | $895k | 12k | 75.31 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $859k | +17% | 432.00 | 1989.44 |
|
| UnitedHealth (UNH) | 0.4 | $857k | +28% | 2.1k | 415.63 |
|
| Applied Materials (AMAT) | 0.4 | $852k | +25% | 1.2k | 723.00 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $820k | +37% | 6.0k | 136.72 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.4 | $818k | 15k | 53.61 |
|
|
| Kayne Anderson Bdc Com Shs (KBDC) | 0.3 | $800k | 59k | 13.53 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $759k | +24% | 1.0k | 736.40 |
|
| Intel Corporation (INTC) | 0.3 | $752k | NEW | 5.4k | 139.63 |
|
| Kla Corp Com New (KLAC) | 0.3 | $737k | +926% | 2.4k | 301.71 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $723k | +700% | 6.0k | 119.52 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $723k | +2% | 1.5k | 477.57 |
|
| Bank of America Corporation (BAC) | 0.3 | $714k | +43% | 13k | 56.98 |
|
| Sable Offshore Corp Com Shs (SOC) | 0.3 | $617k | +100% | 200k | 3.08 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $612k | -12% | 3.9k | 158.03 |
|
| Wal-Mart Stores (WMT) | 0.3 | $610k | +38% | 5.4k | 113.26 |
|
| Cisco Systems (CSCO) | 0.3 | $603k | +72% | 5.1k | 117.46 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $603k | +177% | 1.2k | 513.60 |
|
| Johnson & Johnson (JNJ) | 0.3 | $594k | +44% | 2.3k | 253.97 |
|
| Ge Vernova (GEV) | 0.3 | $593k | +10% | 505.00 | 1173.70 |
|
| Ge Aerospace Com New (GE) | 0.2 | $571k | +2% | 1.5k | 373.73 |
|
| Palo Alto Networks (PANW) | 0.2 | $552k | NEW | 1.6k | 341.02 |
|
| Caterpillar (CAT) | 0.2 | $497k | +15% | 467.00 | 1064.90 |
|
| Merck & Co (MRK) | 0.2 | $495k | +57% | 3.8k | 128.50 |
|
| Progressive Corporation (PGR) | 0.2 | $489k | +56% | 2.2k | 218.45 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $487k | +29% | 521.00 | 935.47 |
|
| Walt Disney Company (DIS) | 0.2 | $475k | NEW | 4.9k | 96.25 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $463k | -2% | 1.1k | 433.33 |
|
| Abbvie (ABBV) | 0.2 | $458k | +22% | 1.8k | 251.64 |
|
| Coca-Cola Company (KO) | 0.2 | $457k | +39% | 5.6k | 81.27 |
|
| J P Morgan Exchange Traded F Beta Cda Etf New (BBCA) | 0.2 | $447k | 4.5k | 99.40 |
|
|
| Ab Active Etfs Disruptors Etf (FWD) | 0.2 | $443k | NEW | 3.0k | 148.12 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $434k | +27% | 2.3k | 189.73 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $418k | 4.8k | 87.04 |
|
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.2 | $406k | 7.8k | 51.78 |
|
|
| Linde SHS (LIN) | 0.2 | $405k | +52% | 780.00 | 518.94 |
|
| Home Depot (HD) | 0.2 | $403k | +20% | 1.1k | 352.68 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.2 | $387k | -29% | 2.1k | 183.95 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $371k | +37% | 3.2k | 116.67 |
|
| Wells Fargo & Company (WFC) | 0.2 | $370k | +2% | 4.5k | 82.64 |
|
| Philip Morris International (PM) | 0.2 | $360k | +28% | 2.0k | 180.91 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $354k | NEW | 464.00 | 763.14 |
|
| Marvell Technology (MRVL) | 0.2 | $351k | NEW | 1.2k | 297.89 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $350k | NEW | 2.0k | 176.32 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $344k | 4.3k | 80.82 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $341k | NEW | 1.1k | 298.07 |
|
| Prologis (PLD) | 0.1 | $340k | -5% | 2.5k | 135.47 |
|
| Howmet Aerospace (HWM) | 0.1 | $339k | +39% | 1.3k | 268.86 |
|
| Teradyne (TER) | 0.1 | $336k | NEW | 695.00 | 483.84 |
|
| Morgan Stanley Com New (MS) | 0.1 | $336k | +17% | 1.6k | 209.04 |
|
| Chevron Corporation (CVX) | 0.1 | $333k | 2.0k | 165.76 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $329k | NEW | 341.00 | 965.00 |
|
| Altria (MO) | 0.1 | $325k | +6% | 4.5k | 71.95 |
|
| Nordson Corporation (NDSN) | 0.1 | $323k | +18% | 1.1k | 301.69 |
|
| Eaton Corp SHS (ETN) | 0.1 | $323k | NEW | 757.00 | 426.12 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $320k | +15% | 2.0k | 156.72 |
|
| EOG Resources (EOG) | 0.1 | $319k | +68% | 2.5k | 129.73 |
|
| Procter & Gamble Company (PG) | 0.1 | $318k | +31% | 2.2k | 146.64 |
|
| Oracle Corporation (ORCL) | 0.1 | $314k | -69% | 2.1k | 146.55 |
|
| J P Morgan Exchange Traded F Beta Deve Ex Etf (BBAX) | 0.1 | $314k | 5.2k | 59.87 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $311k | NEW | 467.00 | 666.90 |
|
| Sandisk Corp (SNDK) | 0.1 | $307k | NEW | 135.00 | 2273.73 |
|
| Cadence Design Systems (CDNS) | 0.1 | $307k | NEW | 817.00 | 375.32 |
|
| Ul Solutions Class A Com Shs (ULS) | 0.1 | $305k | NEW | 3.0k | 101.86 |
|
| TJX Companies (TJX) | 0.1 | $303k | -35% | 2.0k | 151.50 |
|
| International Business Machines (IBM) | 0.1 | $302k | 1.1k | 281.21 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $295k | +8% | 15k | 19.12 |
|
| Deere & Company (DE) | 0.1 | $292k | NEW | 460.00 | 634.33 |
|
| Citigroup Com New (C) | 0.1 | $289k | NEW | 2.1k | 139.96 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $288k | +32% | 3.1k | 92.27 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $285k | -44% | 568.00 | 501.36 |
|
| Capital One Financial (COF) | 0.1 | $283k | NEW | 1.4k | 200.62 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $273k | +22% | 3.9k | 70.53 |
|
| Shell Spon Ads (SHEL) | 0.1 | $272k | -2% | 3.5k | 77.54 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $271k | 3.6k | 75.17 |
|
|
| MetLife (MET) | 0.1 | $268k | NEW | 3.2k | 84.61 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $267k | +13% | 525.00 | 509.31 |
|
| Microchip Technology (MCHP) | 0.1 | $262k | NEW | 2.9k | 91.20 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $261k | -4% | 4.6k | 56.33 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $255k | +9% | 5.0k | 50.53 |
|
| Dell Technologies CL C (DELL) | 0.1 | $252k | NEW | 585.00 | 431.46 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $251k | NEW | 1.5k | 169.88 |
|
| Synchrony Financial (SYF) | 0.1 | $250k | +5% | 3.3k | 76.05 |
|
| eBay (EBAY) | 0.1 | $248k | -14% | 2.2k | 111.75 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $248k | NEW | 186.00 | 1332.04 |
|
| United Rentals (URI) | 0.1 | $246k | NEW | 217.00 | 1132.89 |
|
| S&p Global (SPGI) | 0.1 | $242k | +9% | 595.00 | 407.26 |
|
| Amgen (AMGN) | 0.1 | $240k | +11% | 664.00 | 362.12 |
|
| American Express Company (AXP) | 0.1 | $240k | NEW | 709.00 | 338.25 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $239k | NEW | 481.00 | 496.73 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $239k | NEW | 2.5k | 95.09 |
|
| Abbott Laboratories (ABT) | 0.1 | $235k | +30% | 2.6k | 90.74 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $234k | NEW | 564.00 | 415.29 |
|
| Verizon Communications (VZ) | 0.1 | $232k | NEW | 5.5k | 42.34 |
|
| Enterprise Products Partners (EPD) | 0.1 | $232k | 6.3k | 36.76 |
|
|
| RBC Bearings Incorporated (RBC) | 0.1 | $231k | NEW | 358.00 | 644.06 |
|
| Carrier Global Corporation (CARR) | 0.1 | $228k | NEW | 3.1k | 73.35 |
|
| CSX Corporation (CSX) | 0.1 | $226k | NEW | 4.7k | 47.53 |
|
| General Motors Company (GM) | 0.1 | $223k | NEW | 2.9k | 77.08 |
|
| Stryker Corporation (SYK) | 0.1 | $222k | NEW | 706.00 | 314.84 |
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.1 | $222k | 3.3k | 67.50 |
|
|
| Astrazeneca Ord (AZN) | 0.1 | $219k | -21% | 1.2k | 187.11 |
|
| Metropcs Communications (TMUS) | 0.1 | $219k | NEW | 1.3k | 167.73 |
|
| American Electric Power Company (AEP) | 0.1 | $218k | NEW | 1.6k | 136.81 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $216k | NEW | 879.00 | 245.28 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $214k | NEW | 811.00 | 263.26 |
|
| Boeing Company (BA) | 0.1 | $211k | NEW | 975.00 | 216.47 |
|
| Nextera Energy (NEE) | 0.1 | $207k | NEW | 2.4k | 87.77 |
|
| Qualcomm (QCOM) | 0.1 | $203k | NEW | 1.1k | 184.79 |
|
| Western Digital (WDC) | 0.1 | $201k | NEW | 315.00 | 638.72 |
|
| Haleon Spon Ads (HLN) | 0.0 | $102k | NEW | 11k | 9.33 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $79k | NEW | 14k | 5.83 |
|
Past Filings by Legacy Wealth Advisors
SEC 13F filings are viewable for Legacy Wealth Advisors going back to 2026
- Legacy Wealth Advisors 2026 Q2 filed Aug. 14, 2026
- Legacy Wealth Advisors 2026 Q1 filed May 6, 2026