Legacy Advisors

Legacy Advisors as of March 31, 2026

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