Q3 2026 13F · SEC CIK 1720969

Legacy Advisors, LLC

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.1B
Reported positions: 318
Top holdings a year, 3 yrs: +19.7%
Assets under management: $5.2B

Legacy Advisors, LLC is a wealth manager that reported 318 positions worth $1.1B in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Gmo ETF Trust (QLTY, 13.8%), Vanguard Index Fds (VOO, 9.5%), Ishares Tr (IJR, 5.1%). A portfolio copying its top holdings returned 19.7% a year over the last 3 years, against 20.4% for the S&P 500.

Legacy Advisors, LLC holdings largest 50 of 318 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Legacy Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
QLTYGmo ETF Trust	13.8%	13.4%	3,385,726	-1.3%	$145.1M
VOOVanguard Index Fds	9.5%	7.1%	142,916	+30.0%	$100.2M
IJRIshares Tr	5.1%	4.9%	391,432	+11.4%	$53.3M
AAPLApple Inc	4.6%	4.0%	145,461	-2.9%	$48.4M
IWBIshares Tr	3.5%	3.4%	89,260	+0.0%	$37.1M
SPYState Str Spdr S&p 500 ETF T	3.5%	2.9%	48,013	+13.6%	$36.6M
IVVIshares Tr	3.4%	2.7%	46,289	+18.7%	$35.5M
MTZMasTec Inc	3.0%	4.8%	147,372	+18.7%	$31.5M
GQGUAdvisors Inner Circle Fd III	2.5%	2.3%	1,003,727	+4.7%	$26.5M
METAMeta Platforms Inc	2.2%	1.8%	32,447	-3.7%	$23.5M
IWRIshares Tr	2.1%	2.1%	206,268	-0.5%	$22.0M
GOOGLAlphabet Inc	2.0%	2.2%	60,822	-8.2%	$20.9M
XLKSelect Sector Spdr Tr	1.9%	1.8%	102,879	+0.2%	$20.1M
MSFTMicrosoft Corp	1.6%	1.3%	32,494	-13.7%	$16.7M
VERXVertex Inc	1.5%	1.4%	1,343,905	+0.0%	$15.8M
NVDANvidia Corporation	1.5%	1.4%	66,974	-10.2%	$15.3M
AMZNAmazon Com Inc	1.3%	1.6%	55,665	-24.6%	$13.9M
VTIVanguard Index Fds	1.2%	1.4%	34,750	-15.4%	$13.0M
QQQInvesco Qqq Tr	1.2%	1.2%	16,962	+0.1%	$12.6M
BRK-BBerkshire Hathaway Inc Del	1.1%	1.1%	23,461	-2.7%	$11.7M
DFACDimensional ETF Trust	1.1%	1.0%	253,694	+6.4%	$11.3M
MDYState Str Spdr S&p Midcap 40	1.0%	1.0%	15,984	+0.3%	$10.5M
OEFIshares Tr	1.0%	0.9%	27,420	+0.0%	$10.5M
IWFIshares Tr	0.9%	0.7%	72,410	+13.1%	$9.1M
VXUSVanguard Star Fds	0.9%	1.1%	105,744	-23.1%	$9.0M
VYMIVanguard Whitehall Fds	0.8%	0.8%	86,790	+0.0%	$8.8M
GOOGAlphabet Inc	0.8%	0.9%	27,203	-8.5%	$8.4M
SCHDSchwab Strategic Tr	0.7%	0.7%	238,638	+1.8%	$7.8M
UBERUber Technologies Inc	0.7%	0.7%	103,527	-5.0%	$7.1M
MUMicron Technology Inc	0.6%	0.7%	6,181	-0.0%	$6.6M
FULTFulton Finl Corp Pa	0.6%	0.6%	281,039	-0.0%	$6.3M
BSYBentley Sys Inc	0.6%	0.5%	194,764	+0.1%	$6.2M
VYMVanguard Whitehall Fds	0.5%	0.5%	34,875	+0.0%	$5.4M
JNJJohnson & Johnson	0.5%	0.9%	19,327	-47.7%	$5.1M
TSLATesla Inc	0.4%	0.6%	13,035	-11.9%	$4.6M
TSMTaiwan Semiconductor Manufac	0.4%	0.4%	9,697	-2.0%	$4.4M
APHAmphenol Corp	0.4%	0.3%	50,800	+167.0%	$4.3M
EPDEnterprise Prods Partners L	0.4%	0.4%	119,872	+0.7%	$4.3M
VOVanguard Index Fds	0.4%	0.4%	48,828	-0.6%	$3.8M
AVGOBroadcom Inc	0.4%	0.4%	10,622	+3.1%	$3.7M
IXUSIshares Tr	0.4%	—	38,995	—	$3.7M
RBLXRoblox Corp	0.3%	0.4%	85,703	+0.1%	$3.6M
SDYSpdr Ser Tr	0.3%	0.3%	22,134	+0.0%	$3.2M
MELIMercadolibre Inc	0.3%	0.3%	1,867	-0.8%	$3.2M
VBVanguard Index Fds	0.3%	0.3%	10,391	+5.1%	$3.0M
GLDSpdr Gold Tr	0.3%	—	7,453	—	$2.8M
INFOHarbor ETF Trust	0.3%	—	100,222	—	$2.8M
JPMJpmorgan Chase & Co	0.3%	0.6%	8,467	-55.0%	$2.8M
GSLCGoldman Sachs ETF Tr	0.2%	—	16,792	—	$2.4M
XLPSelect Sector Spdr Tr	0.2%	—	28,543	—	$2.3M

What Legacy Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

APH Amphenol Corp+167.0% shares
VOO Vanguard Index Fds+30.0% shares
MTZ MasTec Inc+18.7% shares
IVV Ishares Tr+18.7% shares
SPY State Str Spdr S&p 500 ETF T+13.6% shares
IWF Ishares Tr+13.1% shares
IJR Ishares Tr+11.4% shares
DFAC Dimensional ETF Trust+6.4% shares

Reduced

JPM Jpmorgan Chase & Co-55.0% shares
JNJ Johnson & Johnson-47.7% shares
AMZN Amazon Com Inc-24.6% shares
VXUS Vanguard Star Fds-23.1% shares
VTI Vanguard Index Fds-15.4% shares
MSFT Microsoft Corp-13.7% shares
TSLA Tesla Inc-11.9% shares
NVDA Nvidia Corporation-10.2% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.4% /yr; S&P 500 +20.1%
3 years: +19.7% /yr; S&P 500 +20.4%
5 years: +9.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.1B	318
Q2 2026	$1.1B	337
Q1 2026	$848.2M	279
Q4 2025	$931.0M	288
Q3 2025	$809.6M	250
Q2 2025	$6.3M	18
Q1 2025	$971.4M	431
Q4 2024	$1.0B	410
Q3 2024	$923.3M	376
Q2 2024	$822.5M	327
Q1 2024	$791.4M	314
Q4 2023	$774.6M	304

Questions about Legacy Advisors, LLC's portfolio

What stocks does Legacy Advisors, LLC own?

Legacy Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 318 positions worth $1.1B. The largest are Gmo ETF Trust (QLTY) at 13.8%, Vanguard Index Fds (VOO) at 9.5%, Ishares Tr (IJR) at 5.1%, Apple Inc (AAPL) at 4.6% and Ishares Tr (IWB) at 3.5%.

What did Legacy Advisors, LLC buy last quarter?

In Q3 2026, Legacy Advisors, LLC added Amphenol Corp (APH) (+167.0% shares), Vanguard Index Fds (VOO) (+30.0% shares) and MasTec Inc (MTZ) (+18.7% shares), compared with its Q2 2026 filing.

What did Legacy Advisors, LLC sell last quarter?

In Q3 2026, Legacy Advisors, LLC cut from its top 50 Amentum Holdings Inc (AMTM), cut from its top 50 Abbvie Inc (ABBV), cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Vanguard Index Fds (VUG), cut from its top 50 Applied Matls Inc (AMAT), Jpmorgan Chase & Co (JPM) (-55.0% shares), Johnson & Johnson (JNJ) (-47.7% shares) and Amazon Com Inc (AMZN) (-24.6% shares), compared with its Q2 2026 filing.

How has Legacy Advisors, LLC's portfolio performed?

A portfolio copying Legacy Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.4% against +20.1%. Over 5 years: +9.8% a year against +11.6%.

When is Legacy Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Legacy Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Legacy Advisors, LLC manage?

Legacy Advisors, LLC reported $5.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.1B.