Legacy Wealth Advisors, LLC
110 holdingsFiling period: 2026-03-31Current AUM: $207.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 467.2K | $47.0M | $47.0M | 22.64% | +264.9K | 2026-03-31 |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 367.7K | $18.6M | $18.6M | 8.94% | -58,431 | 2026-03-31 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 26.5K | $17.3M | $19.8M | 9.54% | +11.1K | 2026-03-31 |
| 4 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 19 | $13.6M | $13.6M | 6.56% | -- | 2026-03-31 |
| 5 | BUFC | AB ACTIVE ETFS INC | 162.6K | $6.6M | $6.9M | 3.34% | -168 | 2026-03-31 |
| 6 | VTI | VANGUARD INDEX FDS | 18.1K | $5.8M | $6.7M | 3.21% | +590 | 2026-03-31 |
| 7 | AAPL | APPLE INC | 22.5K | $5.7M | $6.9M | 3.34% | +4.4K | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 28.2K | $4.9M | $5.7M | 2.72% | +7.6K | 2026-03-31 |
| 9 | BIL | SPDR SERIES TRUST | 48.1K | $4.4M | $4.4M | 2.12% | +1.1K | 2026-03-31 |
| 10 | YEAR | AB ACTIVE ETFS INC | 77.3K | $3.9M | $3.9M | 1.87% | +760 | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 10.2K | $3.8M | $4.7M | 2.28% | +2.3K | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 16.2K | $3.4M | $4.4M | 2.11% | +535 | 2026-03-31 |
| 13 | GOOGL | ALPHABET INC | 10.3K | $3.0M | $3.7M | 1.77% | +1.9K | 2026-03-31 |
| 14 | SCHD | SCHWAB STRATEGIC TR | 80.5K | $2.5M | $2.7M | 1.30% | -- | 2026-03-31 |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | 37.6K | $2.4M | $2.7M | 1.28% | +19.1K | 2026-03-31 |
| 16 | VEU | VANGUARD INTL EQUITY INDEX F | 31.3K | $2.3M | $2.6M | 1.25% | +23.9K | 2026-03-31 |
| 17 | VOO | VANGUARD INDEX FDS | 3.5K | $2.1M | $2.4M | 1.15% | -1,298 | 2026-03-31 |
| 18 | TSLA | TESLA INC | 5.6K | $2.1M | $1.7M | 0.83% | +4.0K | 2026-03-31 |
| 19 | META | META PLATFORMS INC | 3.4K | $2.0M | $1.9M | 0.92% | +938 | 2026-03-31 |
| 20 | SHV | ISHARES TR | 16.9K | $1.9M | $1.9M | 0.90% | -126 | 2026-03-31 |
| 21 | BXSL | BLACKSTONE SECD LENDING FD | 78.2K | $1.9M | $1.8M | 0.87% | -20,623 | 2026-03-31 |
| 22 | DGRO | ISHARES TR | 23.6K | $1.7M | $1.8M | 0.89% | -- | 2026-03-31 |
| 23 | SOC | SABLE OFFSHORE CORP | 100.0K | $1.7M | $529K | 0.25% | -262,273 | 2026-03-31 |
| 24 | AVGO | BROADCOM INC | 5.2K | $1.6M | $2.0M | 0.97% | +1.4K | 2026-03-31 |
| 25 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.9K | $1.4M | $1.4M | 0.66% | +991 | 2026-03-31 |
← Scroll →
Page 1 of 5