Q2 2026 13F · SEC CIK 2111463

Legacy Wealth Advisors, LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $231.0M
Reported positions: 148
Holdings vs S&P 500, 3 yrs: —
Assets under management: $178.3M

Legacy Wealth Advisors, LLC is a wealth manager that reported 148 positions worth $231.0M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Ishares Tr (SGOV, 23.0%), J P Morgan Exchange Traded F (JPST, 6.9%), State Str Spdr S&p 500 ETF T (SPY, 6.7%).

Legacy Wealth Advisors, LLC holdings largest 50 of 148 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 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 Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SGOVIshares Tr	23.0%	24.0%	527,772	+13.0%	$53.1M
JPSTJ P Morgan Exchange Traded F	6.9%	9.5%	313,432	-14.8%	$15.9M
SPYState Str Spdr S&p 500 ETF T	6.7%	8.8%	20,605	-22.4%	$15.4M
BRK-ABerkshire Hathaway Inc Del	6.2%	7.0%	19	+0.0%	$14.2M
AAPLApple Inc	3.1%	2.9%	25,062	+11.5%	$7.3M
NVDANvidia Corporation	3.1%	2.5%	35,772	+26.9%	$7.2M
BUFCAB Active Etfs Inc	3.0%	3.4%	162,428	-0.1%	$6.9M
VTIVanguard Index Fds	2.9%	3.0%	18,035	-0.6%	$6.7M
AMZNAmazon Com Inc	2.2%	1.7%	21,371	+32.1%	$5.1M
GOOGLAlphabet Inc	2.2%	1.5%	14,172	+37.0%	$5.1M
MSFTMicrosoft Corp	2.1%	1.9%	13,208	+29.6%	$4.9M
BILSpdr Series Trust	1.7%	2.3%	43,999	-8.6%	$4.0M
TAFIAB Active Etfs Inc	1.5%	0.4%	133,481	+294.9%	$3.4M
VEUVanguard Intl Equity Index F	1.4%	1.2%	38,344	+22.5%	$3.2M
VEAVanguard Ftse Developed Markets Index Fu	1.2%	1.2%	37,590	+0.0%	$2.7M
SCHDSchwab Strategic Tr	1.1%	1.3%	80,500	+0.0%	$2.6M
SPCXSpace Exploration Techn Corp	1.0%	—	13,790	—	$2.4M
AVGOBroadcom Inc	1.0%	0.8%	6,093	+17.4%	$2.3M
TSLATesla Inc	1.0%	1.1%	5,369	-3.4%	$2.3M
METAMeta Platforms Inc	0.9%	1.0%	3,534	+2.9%	$2.0M
BXSLBlackstone Secd Lending Fd	0.8%	0.9%	79,982	+2.3%	$1.9M
SHVIshares Tr	0.8%	1.0%	17,054	+0.9%	$1.9M
VOOVanguard Index Fds	0.8%	1.1%	2,697	-22.3%	$1.9M
DGROIshares Tr	0.8%	0.8%	23,617	+0.0%	$1.8M
MUMicron Technology Inc	0.7%	—	1,360	—	$1.6M
SCHGSchwab Strategic Tr	0.6%	0.6%	42,866	+0.0%	$1.5M
GOOGAlphabet Inc	0.6%	0.4%	4,038	+36.6%	$1.4M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.7%	2,578	-10.2%	$1.3M
XLESelect Sector Spdr Tr	0.5%	0.7%	22,348	+0.7%	$1.2M
EMOPAB Active Etfs Inc	0.5%	0.3%	21,533	+81.0%	$1.1M
VVisa Inc	0.5%	0.4%	3,169	+15.7%	$1.1M
AMDAdvanced Micro Devices Inc	0.5%	—	1,828	—	$1.1M
JPMJpmorgan Chase & Co	0.5%	0.4%	3,195	+13.2%	$1.0M
LLYEli Lilly & Co	0.4%	0.3%	844	+21.3%	$1.0M
YEARAB Active Etfs Inc	0.4%	2.0%	19,687	-74.5%	$991K
MTBASimplify Exchange Traded Fun	0.4%	0.5%	19,170	+0.0%	$941K
BBJPJpmorgan Betabuilders Japan ETF	0.4%	0.4%	11,889	+0.0%	$895K
ASMLAsml Hldg NV	0.4%	0.2%	432	+17.1%	$859K
UNHUnitedhealth Group Inc	0.4%	0.2%	2,061	+28.4%	$857K
AMATApplied Matls Inc	0.4%	—	1,178	—	$852K
XOMExxon Mobil Corp	0.4%	0.4%	5,996	+37.5%	$820K
XLFSelect Sector Spdr Tr	0.4%	0.4%	15,251	+0.0%	$818K
KBDCKayne Anderson Bdc Inc	0.3%	0.4%	59,089	+0.0%	$799K
QQQInvesco Qqq Tr	0.3%	0.2%	1,030	+24.1%	$758K
INTCIntel Corp	0.3%	—	5,388	—	$752K
KLACKla Corp	0.3%	—	2,443	—	$737K
VGTVanguard World Fd	0.3%	0.3%	6,048	+700.0%	$723K
TSMTaiwan Semiconductor Manufac	0.3%	0.3%	1,513	+2.4%	$723K
BACBank of Amer Corp	0.3%	0.2%	12,536	+43.6%	$714K
SOCSable Offshore Corp	0.3%	0.8%	200,350	+100.3%	$617K

What Legacy Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 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: —
3 years: —
5 years: —

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
Q2 2026	$231.0M	148
Q1 2026	$196.0M	109
Q4 2025	$151.5M	86

Questions about Legacy Wealth Advisors, LLC's portfolio

What stocks does Legacy Wealth Advisors, LLC own?

Legacy Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 148 positions worth $231.0M. The largest are Ishares Tr (SGOV) at 23.0%, J P Morgan Exchange Traded F (JPST) at 6.9%, State Str Spdr S&p 500 ETF T (SPY) at 6.7%, Berkshire Hathaway Inc Del (BRK-A) at 6.2% and Apple Inc (AAPL) at 3.1%.

What did Legacy Wealth Advisors, LLC buy last quarter?

In Q2 2026, Legacy Wealth Advisors, LLC added Vanguard World Fd (VGT) (+700.0% shares), AB Active Etfs Inc (TAFI) (+294.9% shares) and Sable Offshore Corp (SOC) (+100.3% shares), compared with its Q1 2026 filing.

What did Legacy Wealth Advisors, LLC sell last quarter?

In Q2 2026, Legacy Wealth Advisors, LLC cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Vanguard Whitehall Fds (VYM), cut from its top 50 Vanguard Telecommunication Ser (VOX), cut from its top 50 Thermo Fisher Scientific Inc (TMO), cut from its top 50 Tjx Cos Inc New (TJX), AB Active Etfs Inc (YEAR) (-74.5% shares), State Str Spdr S&p 500 ETF T (SPY) (-22.4% shares) and Vanguard Index Fds (VOO) (-22.3% shares), compared with its Q1 2026 filing.

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

13F filings are due 45 days after each quarter ends. Legacy Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Legacy Wealth Advisors, LLC manage?

Legacy Wealth Advisors, LLC reported $178.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $231.0M.