Legacy Wealth Advisors

Legacy Wealth Advisors as of June 30, 2026

Portfolio Holdings for Legacy Wealth Advisors

Legacy Wealth Advisors holds 148 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 0-3 Mth Treasury (SGOV) 23.0 $53M 528k 100.67
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 6.9 $16M 313k 50.57
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 6.7 $15M 21k 747.16
Berkshire Hathaway Inc Del Cl A (BRK.A) 6.2 $14M 19.00 748850.00
Apple (AAPL) 3.1 $7.3M 25k 289.36
NVIDIA Corporation (NVDA) 3.1 $7.2M 36k 200.09
Ab Active Etfs Conservative (BUFC) 3.0 $6.9M 162k 42.56
Vanguard Index Fds Total Stk Mkt (VTI) 2.9 $6.7M 18k 370.04
Amazon (AMZN) 2.2 $5.1M 21k 238.34
Alphabet Cap Stk Cl A (GOOGL) 2.2 $5.1M 14k 357.37
Microsoft Corporation (MSFT) 2.1 $4.9M 13k 373.02
Spdr Series Trust St Str Blo 1 Etf (BIL) 1.7 $4.0M 44k 91.64
Ab Active Etfs Tax Aware Shrt (TAFI) 1.5 $3.4M 134k 25.22
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.4 $3.2M 38k 83.75
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $2.7M 38k 71.25
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.1 $2.6M 81k 31.71
Space Exploration Techn Corp Class A Com Stk (SPCX) 1.0 $2.4M 14k 170.86
Broadcom (AVGO) 1.0 $2.3M 6.1k 377.75
Tesla Motors (TSLA) 1.0 $2.3M 5.4k 420.60
Meta Platforms Cl A (META) 0.9 $2.0M 3.5k 563.29
Blackstone Secd Lending Common Stock (BXSL) 0.8 $1.9M 80k 23.71
Ishares Tr Trust Ishare 0-1 (SHV) 0.8 $1.9M 17k 110.35
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $1.9M 2.7k 686.81
Ishares Tr Core Div Grwth (DGRO) 0.8 $1.8M 24k 75.79
Micron Technology (MU) 0.7 $1.6M 1.4k 1154.29
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $1.5M 43k 33.84
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.4M 4.0k 353.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.3M 2.6k 500.39
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.5 $1.2M 22k 53.11
Ab Active Etfs Emer Mkts Op Etf (EMOP) 0.5 $1.1M 22k 52.23
Visa Com Cl A (V) 0.5 $1.1M 3.2k 343.09
Advanced Micro Devices (AMD) 0.5 $1.1M 1.8k 580.91
JPMorgan Chase & Co. (JPM) 0.5 $1.0M 3.2k 327.33
Eli Lilly & Co. (LLY) 0.4 $1.0M 844.00 1199.43
Ab Active Etfs Ultra Short Incm (YEAR) 0.4 $991k 20k 50.34
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.4 $941k 19k 49.07
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.4 $895k 12k 75.31
Asml Hldg Nv N Y Registry Shs (ASML) 0.4 $859k 432.00 1989.44
UnitedHealth (UNH) 0.4 $857k 2.1k 415.63
Applied Materials (AMAT) 0.4 $852k 1.2k 723.00
Exxon Mobil Corporation (XOM) 0.4 $820k 6.0k 136.72
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.4 $818k 15k 53.61
Kayne Anderson Bdc Com Shs (KBDC) 0.3 $800k 59k 13.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $759k 1.0k 736.40
Intel Corporation (INTC) 0.3 $752k 5.4k 139.63
Kla Corp Com New (KLAC) 0.3 $737k 2.4k 301.71
Vanguard World Inf Tech Etf (VGT) 0.3 $723k 6.0k 119.52
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $723k 1.5k 477.57
Bank of America Corporation (BAC) 0.3 $714k 13k 56.98
Sable Offshore Corp Com Shs (SOC) 0.3 $617k 200k 3.08
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $612k 3.9k 158.03
Wal-Mart Stores (WMT) 0.3 $610k 5.4k 113.26
Cisco Systems (CSCO) 0.3 $603k 5.1k 117.46
Mastercard Incorporated Cl A (MA) 0.3 $603k 1.2k 513.60
Johnson & Johnson (JNJ) 0.3 $594k 2.3k 253.97
Ge Vernova (GEV) 0.3 $593k 505.00 1173.70
Ge Aerospace Com New (GE) 0.2 $571k 1.5k 373.73
Palo Alto Networks (PANW) 0.2 $552k 1.6k 341.02
Caterpillar (CAT) 0.2 $497k 467.00 1064.90
Merck & Co (MRK) 0.2 $495k 3.8k 128.50
Progressive Corporation (PGR) 0.2 $489k 2.2k 218.45
Costco Wholesale Corporation (COST) 0.2 $487k 521.00 935.47
Walt Disney Company (DIS) 0.2 $475k 4.9k 96.25
Lam Research Corp Com New (LRCX) 0.2 $463k 1.1k 433.33
Abbvie (ABBV) 0.2 $458k 1.8k 251.64
Coca-Cola Company (KO) 0.2 $457k 5.6k 81.27
J P Morgan Exchange Traded F Beta Cda Etf New (BBCA) 0.2 $447k 4.5k 99.40
Ab Active Etfs Disruptors Etf (FWD) 0.2 $443k 3.0k 148.12
Raytheon Technologies Corp (RTX) 0.2 $434k 2.3k 189.73
Interactive Brokers Group In Com Cl A (IBKR) 0.2 $418k 4.8k 87.04
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.2 $406k 7.8k 51.78
Linde SHS (LIN) 0.2 $405k 780.00 518.94
Home Depot (HD) 0.2 $403k 1.1k 352.68
Vanguard World Comm Srvc Etf (VOX) 0.2 $387k 2.1k 183.95
Palantir Technologies Cl A (PLTR) 0.2 $371k 3.2k 116.67
Wells Fargo & Company (WFC) 0.2 $370k 4.5k 82.64
Philip Morris International (PM) 0.2 $360k 2.0k 180.91
Crowdstrike Hldgs Cl A (CRWD) 0.2 $354k 464.00 763.14
Marvell Technology (MRVL) 0.2 $351k 1.2k 297.89
Amphenol Corp Cl A (APH) 0.2 $350k 2.0k 176.32
Ark Etf Tr Innovation Etf (ARKK) 0.1 $344k 4.3k 80.82
Texas Instruments Incorporated (TXN) 0.1 $341k 1.1k 298.07
Prologis (PLD) 0.1 $340k 2.5k 135.47
Howmet Aerospace (HWM) 0.1 $339k 1.3k 268.86
Teradyne (TER) 0.1 $336k 695.00 483.84
Morgan Stanley Com New (MS) 0.1 $336k 1.6k 209.04
Chevron Corporation (CVX) 0.1 $333k 2.0k 165.76
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $329k 341.00 965.00
Altria (MO) 0.1 $325k 4.5k 71.95
Nordson Corporation (NDSN) 0.1 $323k 1.1k 301.69
Eaton Corp SHS (ETN) 0.1 $323k 757.00 426.12
Novartis Sponsored Adr (NVS) 0.1 $320k 2.0k 156.72
EOG Resources (EOG) 0.1 $319k 2.5k 129.73
Procter & Gamble Company (PG) 0.1 $318k 2.2k 146.64
Oracle Corporation (ORCL) 0.1 $314k 2.1k 146.55
J P Morgan Exchange Traded F Beta Deve Ex Etf (BBAX) 0.1 $314k 5.2k 59.87
Teledyne Technologies Incorporated (TDY) 0.1 $311k 467.00 666.90
Sandisk Corp (SNDK) 0.1 $307k 135.00 2273.73
Cadence Design Systems (CDNS) 0.1 $307k 817.00 375.32
Ul Solutions Class A Com Shs (ULS) 0.1 $305k 3.0k 101.86
TJX Companies (TJX) 0.1 $303k 2.0k 151.50
International Business Machines (IBM) 0.1 $302k 1.1k 281.21
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $295k 15k 19.12
Deere & Company (DE) 0.1 $292k 460.00 634.33
Citigroup Com New (C) 0.1 $289k 2.1k 139.96
Charles Schwab Corporation (SCHW) 0.1 $288k 3.1k 92.27
Thermo Fisher Scientific (TMO) 0.1 $285k 568.00 501.36
Capital One Financial (COF) 0.1 $283k 1.4k 200.62
W.R. Berkley Corporation (WRB) 0.1 $273k 3.9k 70.53
Shell Spon Ads (SHEL) 0.1 $272k 3.5k 77.54
Ishares Tr Core Msci Euro (IEUR) 0.1 $271k 3.6k 75.17
MetLife (MET) 0.1 $268k 3.2k 84.61
Northrop Grumman Corporation (NOC) 0.1 $267k 525.00 509.31
Microchip Technology (MCHP) 0.1 $262k 2.9k 91.20
MPLX Com Unit Rep Ltd (MPLX) 0.1 $261k 4.6k 56.33
Zurn Water Solutions Corp Zws (ZWS) 0.1 $255k 5.0k 50.53
Dell Technologies CL C (DELL) 0.1 $252k 585.00 431.46
Arista Networks Com Shs (ANET) 0.1 $251k 1.5k 169.88
Synchrony Financial (SYF) 0.1 $250k 3.3k 76.05
eBay (EBAY) 0.1 $248k 2.2k 111.75
TransDigm Group Incorporated (TDG) 0.1 $248k 186.00 1332.04
United Rentals (URI) 0.1 $246k 217.00 1132.89
S&p Global (SPGI) 0.1 $242k 595.00 407.26
Amgen (AMGN) 0.1 $240k 664.00 362.12
American Express Company (AXP) 0.1 $240k 709.00 338.25
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $239k 481.00 496.73
HSBC HLDGS Spon Adr New (HSBC) 0.1 $239k 2.5k 95.09
Abbott Laboratories (ABT) 0.1 $235k 2.6k 90.74
Motorola Solutions Com New (MSI) 0.1 $234k 564.00 415.29
Verizon Communications (VZ) 0.1 $232k 5.5k 42.34
Enterprise Products Partners (EPD) 0.1 $232k 6.3k 36.76
RBC Bearings Incorporated (RBC) 0.1 $231k 358.00 644.06
Carrier Global Corporation (CARR) 0.1 $228k 3.1k 73.35
CSX Corporation (CSX) 0.1 $226k 4.7k 47.53
General Motors Company (GM) 0.1 $223k 2.9k 77.08
Stryker Corporation (SYK) 0.1 $222k 706.00 314.84
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.1 $222k 3.3k 67.50
Astrazeneca Ord (AZN) 0.1 $219k 1.2k 187.11
Metropcs Communications (TMUS) 0.1 $219k 1.3k 167.73
American Electric Power Company (AEP) 0.1 $218k 1.6k 136.81
Cloudflare Cl A Com (NET) 0.1 $216k 879.00 245.28
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $214k 811.00 263.26
Boeing Company (BA) 0.1 $211k 975.00 216.47
Nextera Energy (NEE) 0.1 $207k 2.4k 87.77
Qualcomm (QCOM) 0.1 $203k 1.1k 184.79
Western Digital (WDC) 0.1 $201k 315.00 638.72
Haleon Spon Ads (HLN) 0.0 $102k 11k 9.33
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $79k 14k 5.83