Legacy Advisors, LLC
280 holdingsFiling period: 2026-03-31Current AUM: $943.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QLTY | GMO ETF TRUST | 3.53M | $127.9M | $147.7M | 15.65% | +36.0K | 2026-03-31 |
| 2 | IJR | ISHARES TR | 304.0K | $37.8M | $44.2M | 4.68% | +33.7K | 2026-03-31 |
| 3 | IVV | ISHARES TR | 56.7K | $37.1M | $42.6M | 4.51% | -2,772 | 2026-03-31 |
| 4 | IWB | ISHARES TR | 89.3K | $31.8M | $36.5M | 3.86% | -40 | 2026-03-31 |
| 5 | AAPL | APPLE INC | 122.0K | $31.0M | $37.7M | 3.99% | -4,606 | 2026-03-31 |
| 6 | MTZ | MASTEC INC | 94.0K | $30.2M | $24.7M | 2.62% | -286,755 | 2026-03-31 |
| 7 | VOO | VANGUARD INDEX FDS | 50.4K | $30.1M | $34.6M | 3.66% | +27.0K | 2026-03-31 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 39.9K | $26.0M | $29.8M | 3.16% | +45 | 2026-03-31 |
| 9 | GQGU | ADVISORS INNER CIRCLE FD III | 958.1K | $25.8M | $25.1M | 2.66% | +122.6K | 2026-03-31 |
| 10 | IWR | ISHARES TR | 212.1K | $20.6M | $23.3M | 2.46% | +1.2K | 2026-03-31 |
| 11 | META | META PLATFORMS INC | 29.2K | $16.7M | $16.2M | 1.72% | +36 | 2026-03-31 |
| 12 | GOOGL | ALPHABET INC | 56.8K | $16.3M | $20.2M | 2.14% | -2,205 | 2026-03-31 |
| 13 | VERX | VERTEX INC | 1.34M | $16.0M | $17.3M | 1.84% | -60 | 2026-03-31 |
| 14 | XLK | SELECT SECTOR SPDR TR | 102.7K | $13.6M | $18.0M | 1.91% | -118 | 2026-03-31 |
| 15 | VTI | VANGUARD INDEX FDS | 41.3K | $13.2M | $15.2M | 1.61% | +2.9K | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 61.8K | $12.9M | $16.8M | 1.78% | -184 | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 32.5K | $12.0M | $15.1M | 1.60% | +828 | 2026-03-31 |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 23.3K | $11.2M | $11.2M | 1.18% | -424 | 2026-03-31 |
| 19 | NVDA | NVIDIA CORPORATION | 57.1K | $10.0M | $11.5M | 1.21% | -1,498 | 2026-03-31 |
| 20 | MDY | STATE STR SPDR S&P MIDCAP 40 | 15.9K | $9.8M | $10.9M | 1.16% | +10 | 2026-03-31 |
| 21 | QQQ | INVESCO QQQ TR | 16.9K | $9.7M | $11.6M | 1.23% | +361 | 2026-03-31 |
| 22 | DFAC | DIMENSIONAL ETF TRUST | 238.4K | $9.3M | $10.6M | 1.12% | -- | 2026-03-31 |
| 23 | AMTM | AMENTUM HOLDINGS INC | 9.06M | $9.1M | $7.7M | 0.82% | -750,011 | 2026-03-31 |
| 24 | VXUS | VANGUARD STAR FDS | 115.2K | $8.9M | $9.7M | 1.03% | -2,484 | 2026-03-31 |
| 25 | OEF | ISHARES TR | 27.4K | $8.7M | $10.1M | 1.07% | -- | 2026-03-31 |
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