Legacy Advisors as of June 30, 2025
Portfolio Holdings for Legacy Advisors
Legacy Advisors holds 18 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) | 41.1 | $2.6M | 89k | 29.19 | |
| Vertex Cl A (VERX) | 21.2 | $1.3M | 48k | 28.30 | |
| MasTec (MTZ) | 10.2 | $644k | 110k | 5.87 | |
| Fulton Financial (FULT) | 4.4 | $281k | 5.1k | 55.43 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 3.8 | $238k | 8.5k | 27.90 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 3.5 | $224k | 21k | 10.87 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 3.5 | $222k | 24k | 9.15 | |
| Bentley Sys Com Cl B (BSY) | 3.1 | $194k | 11k | 18.53 | |
| Apple (AAPL) | 1.9 | $119k | 24k | 4.87 | |
| Uber Technologies (UBER) | 1.7 | $109k | 10k | 10.72 | |
| Ishares Tr Rus 1000 Etf (IWB) | 1.4 | $90k | 31k | 2.94 | |
| Amazon (AMZN) | 0.9 | $57k | 13k | 4.56 | |
| Select Sector Spdr Tr Technology (XLK) | 0.8 | $51k | 13k | 3.95 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $40k | 25k | 1.62 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $39k | 24k | 1.61 | |
| Meta Platforms Cl A (META) | 0.4 | $28k | 21k | 1.35 | |
| Microsoft Corporation (MSFT) | 0.4 | $25k | 12k | 2.01 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $23k | 13k | 1.76 |
