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Legacy Wealth Advisors

Latest statistics and disclosures from Legacy Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002111463

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Positions held by Legacy Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Legacy Wealth Advisors

Legacy Wealth Advisors holds 109 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV)	24.0	$47M	467k	100.66	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	9.5	$19M	368k	50.61	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	8.8	$17M	27k	650.34	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	7.0	$14M	19.00	718140.00	View chart
Ab Active Etfs Conservative (BUFC)	3.4	$6.6M	163k	40.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.0	$5.8M	18k	320.81	View chart
Apple (AAPL)	2.9	$5.7M	23k	253.79	View chart
NVIDIA Corporation (NVDA)	2.5	$4.9M	28k	174.40	View chart
Spdr Series Trust State Street Spd (BIL)	2.3	$4.4M	48k	91.64	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	2.0	$3.9M	77k	50.48	View chart
Microsoft Corporation (MSFT)	1.9	$3.8M	10k	370.17	View chart
Amazon (AMZN)	1.7	$3.4M	16k	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$3.0M	10k	287.56	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$2.5M	81k	30.68	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$2.4M	38k	64.08	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.2	$2.3M	31k	75.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$2.1M	3.5k	597.55	View chart
Tesla Motors (TSLA)	1.1	$2.1M	5.6k	371.75	View chart
Meta Platforms Cl A (META)	1.0	$2.0M	3.4k	572.13	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	1.0	$1.9M	17k	110.39	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.9	$1.9M	78k	23.69	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$1.7M	24k	70.18	View chart
Sable Offshore Corp Com Shs (SOC)	0.8	$1.7M	100k	16.52	View chart
Broadcom (AVGO)	0.8	$1.6M	5.2k	309.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$1.4M	2.9k	479.20	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.7	$1.4M	22k	61.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$1.2M	43k	29.13	View chart
Oracle Corporation (ORCL)	0.5	$1.0M	7.0k	147.11	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.5	$948k	19k	49.46	View chart
Ab Active Etfs Tax Aware Shrt (TAFI)	0.4	$851k	34k	25.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$848k	3.0k	286.86	View chart
JPMorgan Chase & Co. (JPM)	0.4	$830k	2.8k	294.16	View chart
Visa Com Cl A (V)	0.4	$828k	2.7k	302.24	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.4	$819k	12k	68.91	View chart
Kayne Anderson Bdc Com Shs (KBDC)	0.4	$811k	59k	13.72	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.4	$753k	15k	49.37	View chart
Exxon Mobil Corporation (XOM)	0.4	$740k	4.4k	169.66	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$659k	4.4k	148.10	View chart
Eli Lilly & Co. (LLY)	0.3	$640k	696.00	919.77	View chart
Vanguard World Comm Srvc Etf (VOX)	0.3	$536k	3.0k	179.84	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$528k	756.00	697.72	View chart
Ab Active Etfs Emerging Mkts Op (EMOP)	0.3	$521k	12k	43.82	View chart
Thermo Fisher Scientific (TMO)	0.3	$503k	1.0k	491.53	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$500k	1.5k	337.95	View chart
TJX Companies (TJX)	0.3	$499k	3.1k	159.70	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$487k	369.00	1320.83	View chart
Wal-Mart Stores (WMT)	0.2	$484k	3.9k	124.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$479k	830.00	577.18	View chart
UnitedHealth (UNH)	0.2	$434k	1.6k	270.59	View chart
Bank of America Corporation (BAC)	0.2	$426k	8.7k	48.75	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.2	$423k	4.5k	94.06	View chart
Ge Aerospace Com New (GE)	0.2	$422k	1.5k	283.77	View chart
Chevron Corporation (CVX)	0.2	$413k	2.0k	206.90	View chart
Costco Wholesale Corporation (COST)	0.2	$402k	403.00	996.43	View chart
Ge Vernova (GEV)	0.2	$398k	456.00	871.94	View chart
Johnson & Johnson (JNJ)	0.2	$397k	1.6k	244.44	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.2	$368k	7.8k	46.91	View chart
Prologis (PLD)	0.2	$352k	2.7k	132.18	View chart
Kla Corp Com New (KLAC)	0.2	$350k	238.00	1472.41	View chart
Wells Fargo & Company (WFC)	0.2	$347k	4.4k	79.61	View chart
Raytheon Technologies Corp (RTX)	0.2	$345k	1.8k	192.90	View chart
Palantir Technologies Cl A (PLTR)	0.2	$338k	2.3k	146.28	View chart
Netflix (NFLX)	0.2	$335k	3.5k	96.15	View chart
Shell Spon Ads (SHEL)	0.2	$335k	3.6k	93.00	View chart
Nike CL B (NKE)	0.2	$324k	6.1k	52.82	View chart
Abbvie (ABBV)	0.2	$323k	1.5k	217.49	View chart
Applied Materials (AMAT)	0.2	$321k	939.00	341.79	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.2	$319k	4.8k	67.07	View chart
Micron Technology (MU)	0.2	$316k	936.00	337.84	View chart
Northrop Grumman Corporation (NOC)	0.2	$316k	463.00	682.24	View chart
J P Morgan Exchange Traded F Betabuilders Dev (BBAX)	0.2	$312k	5.2k	59.46	View chart
Home Depot (HD)	0.2	$312k	947.00	328.89	View chart
Coca-Cola Company (KO)	0.2	$306k	4.0k	76.05	View chart
Merck & Co (MRK)	0.1	$294k	2.4k	120.29	View chart
Astrazeneca Ord (AZN)	0.1	$289k	1.5k	193.69	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$287k	4.3k	67.59	View chart
Caterpillar (CAT)	0.1	$287k	405.00	708.46	View chart
Honeywell International (HON)	0.1	$284k	1.3k	226.03	View chart
Progressive Corporation (PGR)	0.1	$284k	1.4k	198.24	View chart
Altria (MO)	0.1	$281k	4.3k	65.99	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$277k	4.9k	57.07	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$274k	14k	19.30	View chart
Novartis Sponsored Adr (NVS)	0.1	$270k	1.8k	152.75	View chart
International Business Machines (IBM)	0.1	$257k	1.1k	242.39	View chart
Philip Morris International (PM)	0.1	$257k	1.6k	165.34	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$253k	3.6k	70.27	View chart
Linde SHS (LIN)	0.1	$253k	510.00	495.76	View chart
Blacksky Technology Cl A New (BKSY)	0.1	$252k	10k	25.16	View chart
Intuitive Surgical Com New (ISRG)	0.1	$244k	529.00	460.99	View chart
Nordson Corporation (NDSN)	0.1	$240k	902.00	266.06	View chart
Enterprise Products Partners (EPD)	0.1	$239k	6.3k	37.84	View chart
Procter & Gamble Company (PG)	0.1	$239k	1.7k	144.44	View chart
eBay (EBAY)	0.1	$238k	2.6k	91.02	View chart
Lam Research Corp Com New (LRCX)	0.1	$235k	1.1k	213.66	View chart
Cisco Systems (CSCO)	0.1	$232k	3.0k	77.59	View chart
S&p Global (SPGI)	0.1	$231k	542.00	425.34	View chart
Hca Holdings (HCA)	0.1	$228k	482.00	473.24	View chart
Morgan Stanley Com New (MS)	0.1	$225k	1.4k	164.57	View chart
Charles Schwab Corporation (SCHW)	0.1	$222k	2.4k	93.98	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.1	$213k	3.3k	64.97	View chart
salesforce (CRM)	0.1	$212k	1.1k	186.67	View chart
Synchrony Financial (SYF)	0.1	$212k	3.1k	68.02	View chart
Mastercard Incorporated Cl A (MA)	0.1	$211k	422.00	499.66	View chart
EOG Resources (EOG)	0.1	$210k	1.5k	144.57	View chart
Amgen (AMGN)	0.1	$210k	597.00	351.85	View chart
W.R. Berkley Corporation (WRB)	0.1	$209k	3.2k	66.28	View chart
Howmet Aerospace (HWM)	0.1	$208k	902.00	230.46	View chart
Zurn Water Solutions Corp Zws (ZWS)	0.1	$206k	4.6k	44.84	View chart
Abbott Laboratories (ABT)	0.1	$203k	2.0k	102.67	View chart

Past Filings by Legacy Wealth Advisors

SEC 13F filings are viewable for Legacy Wealth Advisors going back to 2026

Legacy Wealth Advisors 2026 Q1 filed May 6, 2026

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