Legacy Advisors

Legacy Advisors as of Sept. 30, 2025

Portfolio Holdings for Legacy Advisors

Legacy Advisors holds 250 positions in its portfolio as reported in the September 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) 14.1 $114M 3.1M 36.27
MasTec (MTZ) 10.0 $81M 381k 212.81
Vertex Cl A (VERX) 4.1 $33M 1.3M 24.79
Ishares Tr Rus 1000 Etf (IWB) 4.0 $33M 90k 365.48
Apple (AAPL) 3.7 $30M 117k 254.63
Ishares Tr Core S&p Scp Etf (IJR) 3.3 $27M 225k 118.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.3 $26M 40k 666.17
Ishares Tr Core S&p500 Etf (IVV) 3.2 $26M 38k 669.29
Ishares Tr Rus Mid Cap Etf (IWR) 2.6 $21M 217k 96.55
Meta Platforms Cl A (META) 2.5 $20M 28k 734.39
Microsoft Corporation (MSFT) 1.8 $15M 28k 517.96
Select Sector Spdr Tr Technology (XLK) 1.8 $15M 51k 281.86
Alphabet Cap Stk Cl A (GOOGL) 1.7 $14M 56k 243.10
Amazon (AMZN) 1.5 $12M 57k 219.57
Roblox Corp Cl A (RBLX) 1.5 $12M 86k 138.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $11M 22k 502.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $11M 17k 614.10
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.3 $10M 17k 596.02
Bentley Sys Com Cl B (BSY) 1.2 $10M 194k 51.48
Uber Technologies (UBER) 1.2 $9.8M 100k 97.97
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $9.7M 16k 600.37
Ishares Tr S&p 100 Etf (OEF) 1.1 $9.2M 28k 332.84
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.1 $9.2M 238k 38.57
NVIDIA Corporation (NVDA) 1.0 $8.3M 44k 186.59
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $8.2M 18k 468.41
Johnson & Johnson (JNJ) 0.7 $6.0M 32k 185.42
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $5.6M 17k 329.08
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $5.6M 205k 27.30
Tesla Motors (TSLA) 0.7 $5.5M 13k 444.74
Alphabet Cap Stk Cl C (GOOG) 0.7 $5.5M 25k 219.44
Fulton Financial (FULT) 0.6 $5.2M 281k 18.63
JPMorgan Chase & Co. (JPM) 0.6 $5.0M 16k 315.43
Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $4.9M 34k 140.95
Spdr Gold Tr Gold Shs (GLD) 0.6 $4.7M 13k 355.47
MercadoLibre (MELI) 0.5 $4.3M 1.9k 2337.40
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $4.0M 14k 294.77
McDonald's Corporation (MCD) 0.5 $3.9M 13k 303.88
Enterprise Products Partners (EPD) 0.4 $3.6M 117k 31.27
Abbvie (ABBV) 0.4 $3.4M 15k 231.54
Advisors Inner Circle Fd Iii Gqg Us Equity Et 0.4 $3.4M 134k 25.25
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $3.3M 45k 73.46
Spdr Series Trust S&p Divid Etf (SDY) 0.4 $3.1M 22k 140.05
Hims & Hers Health Com Cl A (HIMS) 0.4 $2.9M 52k 56.72
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $2.7M 31k 84.68
Vanguard Index Fds Small Cp Etf (VB) 0.3 $2.5M 9.6k 255.09
Williams Companies (WMB) 0.3 $2.4M 38k 63.35
Abbott Laboratories (ABT) 0.3 $2.4M 18k 133.94
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.3 $2.3M 18k 130.60
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $2.2M 29k 78.37
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $2.2M 7.8k 280.12
Nano Nuclear Energy (NNE) 0.3 $2.1M 54k 38.56
Equifax (EFX) 0.2 $2.0M 7.9k 256.54
Vanguard Index Fds Large Cap Etf (VV) 0.2 $2.0M 6.5k 308.68
Oracle Corporation (ORCL) 0.2 $2.0M 7.1k 281.26
Costco Wholesale Corporation (COST) 0.2 $2.0M 2.1k 925.75
Exxon Mobil Corporation (XOM) 0.2 $2.0M 18k 112.75
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $1.9M 11k 178.73
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.9M 16k 120.72
Broadcom (AVGO) 0.2 $1.8M 5.6k 329.91
Walt Disney Company (DIS) 0.2 $1.8M 16k 114.50
Spotify Technology S A SHS (SPOT) 0.2 $1.8M 2.6k 698.00
PNC Financial Services (PNC) 0.2 $1.8M 8.9k 200.93
Bank of America Corporation (BAC) 0.2 $1.8M 34k 51.59
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $1.7M 102k 17.16
Hca Holdings (HCA) 0.2 $1.7M 4.1k 426.20
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.7M 7.1k 241.98
Visa Com Cl A (V) 0.2 $1.7M 5.0k 341.37
NVR (NVR) 0.2 $1.7M 211.00 8034.66
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.6M 8.0k 203.59
Amphenol Corp Cl A (APH) 0.2 $1.6M 13k 123.93
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $1.6M 11k 145.65
Netflix (NFLX) 0.2 $1.6M 1.3k 1198.73
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.5M 3.2k 480.12
Pepsi (PEP) 0.2 $1.5M 11k 140.44
Norfolk Southern (NSC) 0.2 $1.5M 4.9k 300.41
Mastercard Incorporated Cl A (MA) 0.2 $1.4M 2.5k 568.77
Ishares Tr Msci Eafe Etf (EFA) 0.2 $1.4M 15k 93.37
Home Depot (HD) 0.2 $1.4M 3.5k 405.19
Servicenow (NOW) 0.2 $1.4M 1.5k 920.55
Eli Lilly & Co. (LLY) 0.2 $1.4M 1.8k 763.02
Intuitive Surgical Com New (ISRG) 0.2 $1.4M 3.1k 447.23
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $1.4M 9.7k 139.17
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $1.3M 6.5k 206.51
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $1.3M 13k 97.82
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.3M 20k 65.26
American Express Company (AXP) 0.2 $1.2M 3.7k 332.16
Vanguard Index Fds Value Etf (VTV) 0.1 $1.2M 6.4k 187.43
Amgen (AMGN) 0.1 $1.2M 4.2k 282.20
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $1.2M 24k 50.78
CNO Financial (CNO) 0.1 $1.1M 29k 39.55
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $1.1M 15k 73.29
Venture Global Com Cl A (VG) 0.1 $1.1M 77k 14.19
Fiserv (FI) 0.1 $1.1M 8.4k 128.93
Emerson Electric (EMR) 0.1 $1.1M 8.2k 131.18
Comcast Corp Cl A (CMCSA) 0.1 $1.1M 34k 31.42
Blackstone Group Inc Com Cl A (BX) 0.1 $1.1M 6.2k 170.86
W.W. Grainger (GWW) 0.1 $1.1M 1.1k 952.96
Provident Financial Services (PFS) 0.1 $996k 52k 19.28
Chevron Corporation (CVX) 0.1 $958k 6.2k 155.30
Goldman Sachs Etf Tr Access Us Agrat (GCOR) 0.1 $951k 23k 41.78
Truist Financial Corp equities (TFC) 0.1 $929k 20k 45.72
Vanguard World Inf Tech Etf (VGT) 0.1 $899k 1.2k 746.71
Oklo Com Cl A (OKLO) 0.1 $893k 8.0k 111.63
New Jersey Resources Corporation (NJR) 0.1 $869k 18k 48.62
Toast Cl A (TOST) 0.1 $857k 24k 36.51
Arch Cap Group Ord (ACGL) 0.1 $856k 9.4k 90.73
Procter & Gamble Company (PG) 0.1 $845k 5.5k 153.66
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $834k 1.5k 546.75
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $803k 11k 74.37
Zscaler Incorporated (ZS) 0.1 $779k 2.6k 299.66
Marsh & McLennan Companies (MMC) 0.1 $776k 3.9k 201.53
Gildan Activewear Inc Com Cad (GIL) 0.1 $768k 13k 57.80
Boeing Company (BA) 0.1 $765k 3.5k 215.83
Digital Realty Trust (DLR) 0.1 $761k 4.4k 172.88
White Mountains Insurance Gp (WTM) 0.1 $752k 450.00 1671.52
Cimpress Shs Euro (CMPR) 0.1 $750k 12k 63.04
Ge Aerospace Com New (GE) 0.1 $750k 2.5k 300.77
Lam Research Corp Com New (LRCX) 0.1 $743k 5.5k 134.16
Philip Morris International (PM) 0.1 $740k 4.6k 162.21
International Business Machines (IBM) 0.1 $724k 2.6k 282.20
Synopsys (SNPS) 0.1 $724k 1.5k 493.39
Applied Materials (AMAT) 0.1 $704k 3.4k 204.74
Markel Corporation (MKL) 0.1 $703k 368.00 1911.36
Equinix (EQIX) 0.1 $686k 876.00 783.24
Starbucks Corporation (SBUX) 0.1 $683k 8.1k 84.60
Phreesia (PHR) 0.1 $682k 29k 23.52
Pfizer (PFE) 0.1 $682k 27k 25.48
salesforce (CRM) 0.1 $654k 2.8k 237.42
Reinsurance Grp Of America I Com New (RGA) 0.1 $635k 3.3k 192.14
Ishares Msci Eurzone Etf (EZU) 0.1 $619k 10k 61.94
Merck & Co (MRK) 0.1 $618k 7.3k 84.74
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $595k 3.4k 176.81
Honeywell International (HON) 0.1 $591k 2.8k 210.50
Edwards Lifesciences (EW) 0.1 $580k 7.5k 77.77
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $571k 4.0k 142.41
Becton, Dickinson and (BDX) 0.1 $563k 3.0k 187.17
Goldman Sachs (GS) 0.1 $561k 704.00 796.52
Cigna Corp (CI) 0.1 $557k 1.9k 288.25
Gitlab Class A Com (GTLB) 0.1 $556k 12k 45.08
Vanguard World Health Car Etf (VHT) 0.1 $556k 2.1k 259.60
Huntington Bancshares Incorporated (HBAN) 0.1 $554k 32k 17.43
Cadence Design Systems (CDNS) 0.1 $547k 1.6k 351.26
S&T Ban (STBA) 0.1 $545k 15k 37.59
Deere & Company (DE) 0.1 $544k 1.2k 457.35
Eaton Corp SHS (ETN) 0.1 $526k 1.4k 374.33
Ge Vernova (GEV) 0.1 $516k 838.00 615.21
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $505k 2.6k 194.51
Global X Fds Global X Uranium (URA) 0.1 $498k 10k 47.67
Wal-Mart Stores (WMT) 0.1 $493k 4.8k 103.06
Enova Intl (ENVA) 0.1 $491k 4.3k 115.09
American Tower Reit (AMT) 0.1 $481k 2.5k 192.32
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $477k 2.2k 216.63
Nuscale Pwr Corp Cl A Com (SMR) 0.1 $473k 13k 36.00
MPLX Com Unit Rep Ltd (MPLX) 0.1 $463k 9.3k 49.95
Asml Holding N V N Y Registry Shs (ASML) 0.1 $459k 474.00 968.09
Caterpillar (CAT) 0.1 $455k 953.00 477.29
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $453k 5.7k 79.80
TJX Companies (TJX) 0.1 $450k 3.1k 144.54
Wells Fargo & Company (WFC) 0.1 $449k 5.4k 83.82
Us Bancorp Del Com New (USB) 0.1 $448k 9.2k 48.85
Fair Isaac Corporation (FICO) 0.1 $445k 297.00 1496.53
Danaher Corporation (DHR) 0.1 $442k 2.2k 198.26
Spdr Series Trust Portfolio S&p600 (SPSM) 0.1 $439k 9.5k 46.32
Neuberger Berman Mlp Income (NML) 0.1 $436k 50k 8.72
O'reilly Automotive (ORLY) 0.1 $428k 4.0k 107.81
Micron Technology (MU) 0.1 $423k 2.5k 167.32
Kimberly-Clark Corporation (KMB) 0.1 $420k 3.3k 125.60
Union Pacific Corporation (UNP) 0.1 $420k 1.8k 236.31
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $416k 3.3k 125.95
Corteva (CTVA) 0.1 $415k 6.1k 67.63
United Parcel Service CL B (UPS) 0.1 $415k 5.0k 83.52
Waste Management (WM) 0.1 $407k 1.8k 220.87
Marvell Technology (MRVL) 0.0 $404k 4.8k 84.07
Hubspot (HUBS) 0.0 $403k 862.00 467.80
Air Products & Chemicals (APD) 0.0 $400k 1.5k 272.72
Raytheon Technologies Corp (RTX) 0.0 $396k 2.4k 167.30
Public Service Enterprise (PEG) 0.0 $395k 4.7k 83.46
Icon SHS (ICLR) 0.0 $385k 2.2k 175.00
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.0 $384k 9.3k 41.34
UnitedHealth (UNH) 0.0 $377k 1.1k 345.30
Datadog Cl A Com (DDOG) 0.0 $370k 2.6k 142.40
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 0.0 $364k 7.8k 46.69
Wisdomtree Tr Us Quality Grow (QGRW) 0.0 $357k 6.2k 57.36
Crowdstrike Hldgs Cl A (CRWD) 0.0 $350k 713.00 490.41
Moody's Corporation (MCO) 0.0 $348k 730.00 476.48
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $348k 1.8k 189.70
Morgan Stanley Com New (MS) 0.0 $347k 2.2k 158.93
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $346k 13k 26.34
Coca-Cola Company (KO) 0.0 $345k 5.2k 66.83
Advanced Micro Devices (AMD) 0.0 $341k 2.1k 161.79
Copart (CPRT) 0.0 $339k 7.5k 44.97
Cisco Systems (CSCO) 0.0 $333k 4.9k 68.42
Kkr & Co (KKR) 0.0 $330k 2.5k 129.93
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.0 $322k 2.2k 148.21
Palo Alto Networks (PANW) 0.0 $320k 1.6k 203.65
Bristol Myers Squibb (BMY) 0.0 $317k 7.0k 45.10
Verisk Analytics (VRSK) 0.0 $314k 1.2k 251.51
Workday Cl A (WDAY) 0.0 $309k 1.3k 240.74
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $307k 704.00 435.46
PPL Corporation (PPL) 0.0 $305k 8.1k 37.43
General Motors Company (GM) 0.0 $300k 4.9k 60.96
Intuit (INTU) 0.0 $297k 435.00 683.62
Constellation Brands Cl A (STZ) 0.0 $290k 2.2k 134.66
Flutter Entmt SHS (FLUT) 0.0 $287k 1.1k 254.00
Verizon Communications (VZ) 0.0 $287k 6.5k 43.95
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $287k 4.4k 65.01
Ishares Tr Global Tech Etf (IXN) 0.0 $279k 2.7k 103.21
Kla Corp Com New (KLAC) 0.0 $274k 254.00 1078.60
Coreweave Com Cl A (CRWV) 0.0 $274k 2.0k 136.85
Ishares Tr Select Divid Etf (DVY) 0.0 $273k 1.9k 142.10
Genpact SHS (G) 0.0 $272k 6.5k 41.89
M&T Bank Corporation (MTB) 0.0 $267k 1.4k 197.62
Ishares Tr Russell 3000 Etf (IWV) 0.0 $266k 703.00 378.70
Cme (CME) 0.0 $264k 978.00 270.19
Vanguard World Financials Etf (VFH) 0.0 $263k 2.0k 131.24
V.F. Corporation (VFC) 0.0 $261k 18k 14.43
Constellation Energy (CEG) 0.0 $258k 784.00 329.03
Goldman Sachs Etf Tr Access Inflati (GTIP) 0.0 $250k 5.0k 49.92
CVS Caremark Corporation (CVS) 0.0 $249k 3.3k 75.39
Qualcomm (QCOM) 0.0 $247k 1.5k 166.36
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.0 $245k 6.0k 40.73
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $242k 2.6k 91.42
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $235k 1.7k 139.67
Linde SHS (LIN) 0.0 $234k 493.00 475.00
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $233k 727.00 320.04
Ncino (NCNO) 0.0 $229k 8.4k 27.11
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $228k 1.5k 148.62
Goldman Sachs Etf Tr Activebeta Eur (GSEU) 0.0 $228k 5.2k 43.66
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $228k 1.1k 209.64
Palantir Technologies Cl A (PLTR) 0.0 $226k 1.2k 182.49
Flushing Financial Corporation (FFIC) 0.0 $221k 16k 13.81
Cardinal Health (CAH) 0.0 $219k 1.4k 156.92
American Intl Group Com New (AIG) 0.0 $217k 2.8k 78.54
Primoris Services (PRIM) 0.0 $215k 1.6k 137.43
Texas Instruments Incorporated (TXN) 0.0 $214k 1.2k 183.73
Toyota Motor Corp Ads (TM) 0.0 $214k 1.1k 191.09
Bankunited (BKU) 0.0 $206k 5.4k 38.16
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $206k 3.6k 56.86
Ishares Tr Global Energ Etf (IXC) 0.0 $205k 4.9k 41.75
Ishares Tr Msci Usa Value (VLUE) 0.0 $203k 1.6k 125.05
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $202k 2.9k 68.58
Citizens Financial (CFG) 0.0 $202k 3.8k 53.16
Metropcs Communications (TMUS) 0.0 $202k 843.00 239.38
Stellantis SHS (STLA) 0.0 $149k 16k 9.34
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.0 $81k 11k 7.55
Pioneer Pwr Solutions Com New (PPSI) 0.0 $69k 16k 4.32
Origin Agritech Shs New (SEED) 0.0 $50k 42k 1.21
Sangoma Technologies Corp Com New (SANG) 0.0 $50k 10k 4.97
Net Power Com Cl A (NPWR) 0.0 $49k 16k 3.01
Nine Energy Service (NINE) 0.0 $18k 29k 0.63