Legacy Wealth Advisors, LLC
CIK 2111463 · View on SEC EDGAR ↗
- Portfolio value
- $231.0M
- Positions
- 148
- As of
- June 30, 2026
#5,980 of 9,443 by 13F value · top 63.3%
Portfolio value QoQ: +17.9% 13F does not disclose cash
- Top 10 holdings weight
- 59.19%
- Top 25 holdings weight
- 75.93%
- Positions above 1%
- 18
- Effective number of positions
- 13.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 6.87% Est. buys $39,097,441 · sells $14,666,661
- New positions
- 46
- Increased
- 67
- Decreased
- 20
- Closed
- 7
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
14.6%
Communication Services
3.9%
Retail
3.1%
Financial Services
2.8%
Industrials
2.8%
Healthcare
2.3%
Financials
1.6%
Energy
1.5%
Consumer Discretionary
1.1%
Communications
0.5%
Consumer Staples
0.5%
Materials
0.2%
Telecommunication
0.2%
Utilities
0.2%
Real Estate
0.1%
Consumer products
0.1%
Other/Unmapped
64.6%
Full portfolio 148 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SGOV iShares 0-3 Month Treasury Bond ETF | $53,130,832 | 23.00% | 527,772 | $6,104,460 | Up ×2 | ||
| JPST | $15,850,257 | 6.86% | 313,432 | $-2,760,002 | Down ×2 | ||
| SPY SPY | $15,395,277 | 6.66% | 20,605 | $-1,870,618 | Down ×1 | ||
| BRKA | $14,228,150 | 6.16% | 19 | $583,490 | |||
| AAPL Apple Inc. - Common Stock | $7,251,941 | 3.14% | 25,062 | $1,545,980 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $7,157,620 | 3.10% | 35,772 | $2,239,714 | Up ×2 | ||
| BUFC AB Conservative Buffer ETF | $6,912,676 | 2.99% | 162,428 | $306,059 | Down ×2 | ||
| VTI | $6,673,729 | 2.89% | 18,035 | $852,948 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $5,093,565 | 2.20% | 21,371 | $1,722,923 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $5,064,648 | 2.19% | 14,172 | $2,090,127 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $4,926,849 | 2.13% | 13,208 | $1,154,076 | Up ×2 | ||
| BIL | $4,032,069 | 1.75% | 43,999 | $-378,473 | Down ×1 | ||
| TAFI | $3,366,391 | 1.46% | 133,481 | $2,515,332 | Up ×2 | ||
| VEU | $3,211,310 | 1.39% | 38,344 | $861,506 | Up ×2 | ||
| VEA | $2,678,288 | 1.16% | 37,590 | $269,520 | |||
| SCHD | $2,552,655 | 1.10% | 80,500 | $82,915 | |||
| Unknown issuer (CUSIP: 84615Q103) | $2,356,160 | 1.02% | 13,790 | Up ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $2,301,631 | 1.00% | 6,093 | $695,893 | Up ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $2,258,202 | 0.98% | 5,369 | $192,015 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,990,667 | 0.86% | 3,534 | $24,828 | Up ×2 | ||
| BXSL Blackstone Secured Lending Fund Common Shares of Beneficial Interest | $1,896,373 | 0.82% | 79,982 | $43,652 | Up ×1 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $1,881,888 | 0.81% | 17,054 | $16,019 | Up ×1 | ||
| VOO | $1,852,327 | 0.80% | 2,697 | $-220,574 | Down ×2 | ||
| DGRO | $1,789,933 | 0.77% | 23,617 | $132,491 | |||
| MU Micron Technology, Inc. - Common Stock | $1,569,835 | 0.68% | 1,360 | $1,253,616 | Up ×1 | ||
| SCHG | $1,450,586 | 0.63% | 42,866 | $201,899 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,426,747 | 0.62% | 4,038 | $579,075 | Up ×1 | ||
| BRKB | $1,290,006 | 0.56% | 2,578 | $-85,298 | Down ×1 | ||
| XLE XLE | $1,186,922 | 0.51% | 22,348 | $-172,435 | Up ×2 | ||
| EMOP | $1,124,669 | 0.49% | 21,533 | $603,342 | Up ×1 | ||
| V Visa Inc. | $1,087,253 | 0.47% | 3,169 | $259,719 | Up ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,061,904 | 0.46% | 1,828 | Up ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1,045,820 | 0.45% | 3,195 | $215,406 | Up ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1,012,319 | 0.44% | 844 | $372,159 | Up ×2 | ||
| YEAR | $991,044 | 0.43% | 19,687 | $-2,909,816 | Down ×1 | ||
| MTBA | $940,676 | 0.41% | 19,170 | $-7,184 | Up ×2 | ||
| BBJP | $895,361 | 0.39% | 11,889 | $76,090 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $859,439 | 0.37% | 432 | $372,052 | Up ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $856,614 | 0.37% | 2,061 | $422,317 | Up ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $851,694 | 0.37% | 1,178 | $530,753 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $819,774 | 0.35% | 5,996 | $79,717 | Up ×2 | ||
| XLF XLF | $817,607 | 0.35% | 15,251 | $64,665 | |||
| KBDC Kayne Anderson BDC, Inc. Common Stock | $799,475 | 0.35% | 59,089 | $-11,227 | |||
| QQQ Invesco QQQ Trust, Series 1 | $758,492 | 0.33% | 1,030 | $279,432 | Up ×1 | ||
| INTC Intel Corporation - Common Stock | $752,327 | 0.33% | 5,388 | Up ×1 | |||
| KLAC KLA Corporation - Common Stock | $737,078 | 0.32% | 2,443 | $386,644 | Up ×2 | ||
| VGT | $722,857 | 0.31% | 6,048 | $195,380 | Up ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $722,564 | 0.31% | 1,513 | $223,073 | Up ×2 | ||
| BAC Bank of America Corporation Common Stock | $714,302 | 0.31% | 12,536 | $288,617 | Up ×2 | ||
| SOC Sable Offshore Corp. Common Stock | $617,078 | 0.27% | 200,350 | $-1,034,922 | Up ×1 | ||
| VYM | $611,735 | 0.26% | 3,871 | $-47,162 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $609,453 | 0.26% | 5,381 | $125,755 | Up ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $602,923 | 0.26% | 5,133 | $371,394 | Up ×2 | ||
| MA Mastercard Incorporated Common Stock | $602,453 | 0.26% | 1,173 | $391,596 | Up ×1 | ||
| JNJ Johnson & Johnson Common Stock | $594,036 | 0.26% | 2,339 | $197,554 | Up ×1 | ||
| GEV GE Vernova Inc. Common Stock | $592,717 | 0.26% | 505 | $195,111 | Up ×2 | ||
| GE GE Aerospace Common Stock | $571,434 | 0.25% | 1,529 | $149,468 | Up ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $552,112 | 0.24% | 1,619 | Up ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $497,309 | 0.22% | 467 | $210,382 | Up ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $494,468 | 0.21% | 3,848 | $200,599 | Up ×1 | ||
| PGR Progressive Corporation (The) Common Stock | $488,892 | 0.21% | 2,238 | $204,615 | Up ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $487,380 | 0.21% | 521 | $85,818 | Up ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $474,513 | 0.21% | 4,930 | ||||
| LRCX Lam Research Corporation - Common Stock | $462,797 | 0.20% | 1,068 | $227,557 | Down ×1 | ||
| ABBV AbbVie Inc. Common Stock | $457,734 | 0.20% | 1,819 | $134,543 | Up ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $456,819 | 0.20% | 5,621 | $150,869 | Up ×2 | ||
| BBCA | $447,201 | 0.19% | 4,499 | $24,025 | |||
| FWD | $442,583 | 0.19% | 2,988 | Up ×1 | |||
| RTX RTX Corporation Common Stock | $433,723 | 0.19% | 2,286 | $89,203 | Up ×2 | ||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $418,054 | 0.18% | 4,803 | $99,203 | Up ×1 | ||
| SPEM | $405,956 | 0.18% | 7,840 | $38,181 | |||
| LIN Linde plc - Ordinary Shares | $404,774 | 0.18% | 780 | $151,936 | Up ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $402,761 | 0.17% | 1,142 | $91,302 | Up ×2 | ||
| VOX | $387,399 | 0.17% | 2,106 | $-148,705 | Down ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $371,011 | 0.16% | 3,180 | $33,396 | Up ×1 | ||
| WFC Wells Fargo & Company Common Stock | $369,732 | 0.16% | 4,474 | $23,269 | Up ×2 | ||
| PM Philip Morris International Inc Common Stock | $359,650 | 0.16% | 1,988 | $102,876 | Up ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $354,097 | 0.15% | 464 | Up ×1 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $350,915 | 0.15% | 1,178 | Up ×1 | |||
| APH Amphenol Corporation Common Stock | $349,643 | 0.15% | 1,983 | Up ×1 | |||
| ARKK | $343,485 | 0.15% | 4,250 | $56,227 | |||
| TXN Texas Instruments Incorporated - Common Stock | $341,291 | 0.15% | 1,145 | ||||
| PLD Prologis, Inc. Common Stock | $339,895 | 0.15% | 2,509 | $-12,233 | Down ×1 | ||
| HWM Howmet Aerospace Inc. Common Stock | $338,495 | 0.15% | 1,259 | $130,620 | Up ×1 | ||
| TER Teradyne, Inc. - Common Stock | $336,269 | 0.15% | 695 | Up ×1 | |||
| MS Morgan Stanley Common Stock | $335,719 | 0.15% | 1,606 | $111,080 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $332,847 | 0.14% | 2,008 | $-80,540 | Up ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $329,065 | 0.14% | 341 | Up ×1 | |||
| MO Altria Group, Inc. | $325,214 | 0.14% | 4,520 | $44,426 | Up ×1 | ||
| NDSN Nordson Corporation - Common Stock | $322,809 | 0.14% | 1,070 | $82,822 | Up ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $322,573 | 0.14% | 757 | Up ×1 | |||
| NVS Novartis AG Common Stock | $320,179 | 0.14% | 2,043 | $49,964 | Up ×1 | ||
| EOG EOG Resources, Inc. Common Stock | $318,747 | 0.14% | 2,457 | $108,397 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $318,063 | 0.14% | 2,169 | $79,592 | Up ×1 | ||
| ORCL Oracle Corporation Common Stock | $314,057 | 0.14% | 2,143 | $-713,507 | Down ×2 | ||
| BBAX | $313,719 | 0.14% | 5,240 | $2,174 | |||
| TDY Teledyne Technologies Incorporated Common Stock | $311,443 | 0.13% | 467 | Up ×1 | |||
| SNDK Sandisk Corporation - Common Stock | $306,954 | 0.13% | 135 | Up ×1 | |||
| CDNS Cadence Design Systems, Inc. - Common Stock | $306,637 | 0.13% | 817 | Up ×1 | |||
| ULS UL Solutions Inc. Class A Common Stock | $305,071 | 0.13% | 2,995 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: 84615Q103) | $2,356,160 | 13,790 | 1.02% |
| AMD | $1,061,904 | 1,828 | 0.46% |
| INTC | $752,327 | 5,388 | 0.33% |
| PANW | $552,112 | 1,619 | 0.24% |
| DIS | $474,513 | 4,930 | 0.21% |
| FWD | $442,583 | 2,988 | 0.19% |
| CRWD | $354,097 | 464 | 0.15% |
| MRVL | $350,915 | 1,178 | 0.15% |
| APH | $349,643 | 1,983 | 0.15% |
| TXN | $341,291 | 1,145 | 0.15% |
| TER | $336,269 | 695 | 0.15% |
| STX | $329,065 | 341 | 0.14% |
| ETN | $322,573 | 757 | 0.14% |
| TDY | $311,443 | 467 | 0.13% |
| SNDK | $306,954 | 135 | 0.13% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SGOV | Bought more | +61K | +$6.1M |
| YEAR | Trimmed | -58K | -$2.9M |
| JPST | Trimmed | -54K | -$2.8M |
| TAFI | Bought more | +100K | +$2.5M |
| NVDA | Bought more | +8K | +$2.2M |
| GOOGL | Bought more | +4K | +$2.1M |
| SPY | Trimmed | -6K | -$1.9M |
| AMZN | Bought more | +5K | +$1.7M |
| AAPL | Bought more | +3K | +$1.5M |
| MU | Bought more | +424 | +$1.3M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| FRO | March 31, 2026 | 50,453 | $1,100,885 | 26.0% |
| NFLX | June 30, 2026 | 3,488 | $335,372 | 13.0% |
| NKE | June 30, 2026 | 6,125 | $323,523 | -1.1% |
| IWF | March 31, 2026 | 664 | $314,272 | No longer tracked |
| DIS | March 31, 2026 | 2,518 | $286,473 | 12.1% |
| HON | June 30, 2026 | 1,258 | $284,346 | -1.2% |
| LPLA | March 31, 2026 | 724 | $258,592 | 18.8% |
| BKSY | June 30, 2026 | 10,000 | $251,600 | -4.0% |
| TXN | March 31, 2026 | 1,424 | $247,050 | 37.0% |
| ISRG | June 30, 2026 | 529 | $243,864 | -0.7% |
| IWP | March 31, 2026 | 1,744 | $238,824 | No longer tracked |
| HCA | June 30, 2026 | 482 | $228,102 | 5.3% |
| ALLE | March 31, 2026 | 1,383 | $220,202 | 12.3% |
| CRM | June 30, 2026 | 1,138 | $212,431 | 31.3% |
| QCOM | March 31, 2026 | 1,201 | $205,432 | 25.8% |
| NOW | March 31, 2026 | 1,310 | $200,679 | 24.0% |