Legacy Wealth Advisors

Legacy Wealth Advisors as of March 31, 2026

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