Legacy Wealth Advisors, LLC
CIK 2111463 · Ver en SEC EDGAR ↗
- Valor de la cartera
- $231.0M
- Posiciones
- 148
- A fecha de
- 30 de junio de 2026
#5 978 de 9 443 por valor de 13F · top 63.3%
Valor de cartera interanual: +17.9% El 13F no revela efectivo
- Peso de las 10 principales tenencias
- 59,19%
- Peso de las 25 principales tenencias
- 75,93%
- Posiciones superiores al 1%
- 18
- Número efectivo de posiciones
- 13,7
Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)
Rotación Q2 2026: 6,87% Est. compras $39 097 441 · ventas $14 666 661
- Nuevas posiciones
- 46
- Aumentado
- 67
- Disminuido
- 20
- Cerrada
- 7
En esta página
- Desglose por sector Cómo se distribuye la cartera entre los sectores del mercado.
- Cartera Cada acción que esta institución informa tener, de su último 13F.
- Mayores apuestas nuevas Posiciones completamente nuevas abiertas en el último trimestre.
- Movimientos principales Los mayores aumentos y disminuciones de posiciones este trimestre.
- Posiciones cerradas Posiciones que el gestor liquidó por completo el trimestre pasado.
Desglose por sector
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%
Otro/No mapeado
64,6%
Cartera completa 148 posiciones
| Tipo | Racha | Tendencia 8T | |||||
|---|---|---|---|---|---|---|---|
| SGOV iShares 0-3 Month Treasury Bond ETF | $53 130 832 | 23,00% | 527 772 | $6 104 460 | Subir ×2 | ||
| JPST | $15 850 257 | 6,86% | 313 432 | $-2 760 002 | Bajar ×2 | ||
| SPY SPY | $15 395 277 | 6,66% | 20 605 | $-1 870 618 | Bajar ×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 | Subir ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $7 157 620 | 3,10% | 35 772 | $2 239 714 | Subir ×2 | ||
| BUFC AB Conservative Buffer ETF | $6 912 676 | 2,99% | 162 428 | $306 059 | Bajar ×2 | ||
| VTI | $6 673 729 | 2,89% | 18 035 | $852 948 | Bajar ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $5 093 565 | 2,20% | 21 371 | $1 722 923 | Subir ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $5 064 648 | 2,19% | 14 172 | $2 090 127 | Subir ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $4 926 849 | 2,13% | 13 208 | $1 154 076 | Subir ×2 | ||
| BIL | $4 032 069 | 1,75% | 43 999 | $-378 473 | Bajar ×1 | ||
| TAFI | $3 366 391 | 1,46% | 133 481 | $2 515 332 | Subir ×2 | ||
| VEU | $3 211 310 | 1,39% | 38 344 | $861 506 | Subir ×2 | ||
| VEA | $2 678 288 | 1,16% | 37 590 | $269 520 | |||
| SCHD | $2 552 655 | 1,10% | 80 500 | $82 915 | |||
| Emisor desconocido (CUSIP: 84615Q103) | $2 356 160 | 1,02% | 13 790 | Subir ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $2 301 631 | 1,00% | 6 093 | $695 893 | Subir ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $2 258 202 | 0,98% | 5 369 | $192 015 | Bajar ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1 990 667 | 0,86% | 3 534 | $24 828 | Subir ×2 | ||
| BXSL Blackstone Secured Lending Fund Common Shares of Beneficial Interest | $1 896 373 | 0,82% | 79 982 | $43 652 | Subir ×1 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $1 881 888 | 0,81% | 17 054 | $16 019 | Subir ×1 | ||
| VOO | $1 852 327 | 0,80% | 2 697 | $-220 574 | Bajar ×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 | Subir ×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 | Subir ×1 | ||
| BRKB | $1 290 006 | 0,56% | 2 578 | $-85 298 | Bajar ×1 | ||
| XLE XLE | $1 186 922 | 0,51% | 22 348 | $-172 435 | Subir ×2 | ||
| EMOP | $1 124 669 | 0,49% | 21 533 | $603 342 | Subir ×1 | ||
| V Visa Inc. | $1 087 253 | 0,47% | 3 169 | $259 719 | Subir ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1 061 904 | 0,46% | 1 828 | Subir ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1 045 820 | 0,45% | 3 195 | $215 406 | Subir ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1 012 319 | 0,44% | 844 | $372 159 | Subir ×2 | ||
| YEAR | $991 044 | 0,43% | 19 687 | $-2 909 816 | Bajar ×1 | ||
| MTBA | $940 676 | 0,41% | 19 170 | $-7 184 | Subir ×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 | Subir ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $856 614 | 0,37% | 2 061 | $422 317 | Subir ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $851 694 | 0,37% | 1 178 | $530 753 | Subir ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $819 774 | 0,35% | 5 996 | $79 717 | Subir ×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 | Subir ×1 | ||
| INTC Intel Corporation - Common Stock | $752 327 | 0,33% | 5 388 | Subir ×1 | |||
| KLAC KLA Corporation - Common Stock | $737 078 | 0,32% | 2 443 | $386 644 | Subir ×2 | ||
| VGT | $722 857 | 0,31% | 6 048 | $195 380 | Subir ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $722 564 | 0,31% | 1 513 | $223 073 | Subir ×2 | ||
| BAC Bank of America Corporation Common Stock | $714 302 | 0,31% | 12 536 | $288 617 | Subir ×2 | ||
| SOC Sable Offshore Corp. Common Stock | $617 078 | 0,27% | 200 350 | $-1 034 922 | Subir ×1 | ||
| VYM | $611 735 | 0,26% | 3 871 | $-47 162 | Bajar ×1 | ||
| WMT Walmart Inc. - Common Stock | $609 453 | 0,26% | 5 381 | $125 755 | Subir ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $602 923 | 0,26% | 5 133 | $371 394 | Subir ×2 | ||
| MA Mastercard Incorporated Common Stock | $602 453 | 0,26% | 1 173 | $391 596 | Subir ×1 | ||
| JNJ Johnson & Johnson Common Stock | $594 036 | 0,26% | 2 339 | $197 554 | Subir ×1 | ||
| GEV GE Vernova Inc. Common Stock | $592 717 | 0,26% | 505 | $195 111 | Subir ×2 | ||
| GE GE Aerospace Common Stock | $571 434 | 0,25% | 1 529 | $149 468 | Subir ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $552 112 | 0,24% | 1 619 | Subir ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $497 309 | 0,22% | 467 | $210 382 | Subir ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $494 468 | 0,21% | 3 848 | $200 599 | Subir ×1 | ||
| PGR Progressive Corporation (The) Common Stock | $488 892 | 0,21% | 2 238 | $204 615 | Subir ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $487 380 | 0,21% | 521 | $85 818 | Subir ×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 | Bajar ×1 | ||
| ABBV AbbVie Inc. Common Stock | $457 734 | 0,20% | 1 819 | $134 543 | Subir ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $456 819 | 0,20% | 5 621 | $150 869 | Subir ×2 | ||
| BBCA | $447 201 | 0,19% | 4 499 | $24 025 | |||
| FWD | $442 583 | 0,19% | 2 988 | Subir ×1 | |||
| RTX RTX Corporation Common Stock | $433 723 | 0,19% | 2 286 | $89 203 | Subir ×2 | ||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $418 054 | 0,18% | 4 803 | $99 203 | Subir ×1 | ||
| SPEM | $405 956 | 0,18% | 7 840 | $38 181 | |||
| LIN Linde plc - Ordinary Shares | $404 774 | 0,18% | 780 | $151 936 | Subir ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $402 761 | 0,17% | 1 142 | $91 302 | Subir ×2 | ||
| VOX | $387 399 | 0,17% | 2 106 | $-148 705 | Bajar ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $371 011 | 0,16% | 3 180 | $33 396 | Subir ×1 | ||
| WFC Wells Fargo & Company Common Stock | $369 732 | 0,16% | 4 474 | $23 269 | Subir ×2 | ||
| PM Philip Morris International Inc Common Stock | $359 650 | 0,16% | 1 988 | $102 876 | Subir ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $354 097 | 0,15% | 464 | Subir ×1 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $350 915 | 0,15% | 1 178 | Subir ×1 | |||
| APH Amphenol Corporation Common Stock | $349 643 | 0,15% | 1 983 | Subir ×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 | Bajar ×1 | ||
| HWM Howmet Aerospace Inc. Common Stock | $338 495 | 0,15% | 1 259 | $130 620 | Subir ×1 | ||
| TER Teradyne, Inc. - Common Stock | $336 269 | 0,15% | 695 | Subir ×1 | |||
| MS Morgan Stanley Common Stock | $335 719 | 0,15% | 1 606 | $111 080 | Subir ×1 | ||
| CVX Chevron Corporation Common Stock | $332 847 | 0,14% | 2 008 | $-80 540 | Subir ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $329 065 | 0,14% | 341 | Subir ×1 | |||
| MO Altria Group, Inc. | $325 214 | 0,14% | 4 520 | $44 426 | Subir ×1 | ||
| NDSN Nordson Corporation - Common Stock | $322 809 | 0,14% | 1 070 | $82 822 | Subir ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $322 573 | 0,14% | 757 | Subir ×1 | |||
| NVS Novartis AG Common Stock | $320 179 | 0,14% | 2 043 | $49 964 | Subir ×1 | ||
| EOG EOG Resources, Inc. Common Stock | $318 747 | 0,14% | 2 457 | $108 397 | Subir ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $318 063 | 0,14% | 2 169 | $79 592 | Subir ×1 | ||
| ORCL Oracle Corporation Common Stock | $314 057 | 0,14% | 2 143 | $-713 507 | Bajar ×2 | ||
| BBAX | $313 719 | 0,14% | 5 240 | $2 174 | |||
| TDY Teledyne Technologies Incorporated Common Stock | $311 443 | 0,13% | 467 | Subir ×1 | |||
| SNDK Sandisk Corporation - Common Stock | $306 954 | 0,13% | 135 | Subir ×1 | |||
| CDNS Cadence Design Systems, Inc. - Common Stock | $306 637 | 0,13% | 817 | Subir ×1 | |||
| ULS UL Solutions Inc. Class A Common Stock | $305 071 | 0,13% | 2 995 | Subir ×1 | |||
| Sin coincidencias | |||||||
Mayores apuestas nuevas
Nuevas posiciones abiertas este trimestre, las mayores primero.
| Valor | Valor | Acciones | % de la cartera |
|---|---|---|---|
| Emisor desconocido (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% |
Principales movimientos (trimestre a trimestre)
| Valor | Movimiento | Acciones Δ | Valor Δ |
|---|---|---|---|
| SGOV | Compró más | +61K | +$6.1M |
| YEAR | Reducido | -58K | -$2.9M |
| JPST | Reducido | -54K | -$2.8M |
| TAFI | Compró más | +100K | +$2.5M |
| NVDA | Compró más | +8K | +$2.2M |
| GOOGL | Compró más | +4K | +$2.1M |
| SPY | Reducido | -6K | -$1.9M |
| AMZN | Compró más | +5K | +$1.7M |
| AAPL | Compró más | +3K | +$1.5M |
| MU | Compró más | +424 | +$1.3M |
Posiciones cerradas
Incluye eventos corporativos (fusiones, exclusiones de cotización) — no todas las salidas son ventas
Las posiciones cerradas reflejan cambios en los informes 13F; para los gestores de índices, estos suelen ser mecánicos (exclusión de cotización, fusiones y adquisiciones, reequilibrio de índices), no decisiones activas.
| Valor | Trimestre | Acciones anteriores | Valor anterior | Precio desde la eliminación |
|---|---|---|---|---|
| FRO | 31 de marzo de 2026 | 50 453 | $1 100 885 | 26,0% |
| NFLX | 30 de junio de 2026 | 3 488 | $335 372 | 13,0% |
| NKE | 30 de junio de 2026 | 6 125 | $323 523 | -1,1% |
| IWF | 31 de marzo de 2026 | 664 | $314 272 | Ya no se rastrea |
| DIS | 31 de marzo de 2026 | 2 518 | $286 473 | 12,1% |
| HON | 30 de junio de 2026 | 1 258 | $284 346 | -1,2% |
| LPLA | 31 de marzo de 2026 | 724 | $258 592 | 18,8% |
| BKSY | 30 de junio de 2026 | 10 000 | $251 600 | -4,0% |
| TXN | 31 de marzo de 2026 | 1 424 | $247 050 | 37,0% |
| ISRG | 30 de junio de 2026 | 529 | $243 864 | -0,7% |
| IWP | 31 de marzo de 2026 | 1 744 | $238 824 | Ya no se rastrea |
| HCA | 30 de junio de 2026 | 482 | $228 102 | 5,3% |
| ALLE | 31 de marzo de 2026 | 1 383 | $220 202 | 12,3% |
| CRM | 30 de junio de 2026 | 1 138 | $212 431 | 31,3% |
| QCOM | 31 de marzo de 2026 | 1 201 | $205 432 | 25,8% |
| NOW | 31 de marzo de 2026 | 1 310 | $200 679 | 24,0% |