Legacy Wealth Advisors, LLC
150 holdingsFiling period: 2026-06-30Current AUM: $236.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 527.8K | $53.1M | $53.1M | 22.46% | +60.6K | 2026-06-30 |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 313.4K | $15.8M | $15.8M | 6.68% | -54,287 | 2026-06-30 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 20.6K | $15.4M | $15.6M | 6.61% | -5,944 | 2026-06-30 |
| 4 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 19 | $14.2M | $14.2M | 6.02% | -- | 2026-06-30 |
| 5 | AAPL | APPLE INC | 25.1K | $7.3M | $8.3M | 3.51% | +2.6K | 2026-06-30 |
| 6 | NVDA | NVIDIA CORPORATION | 35.8K | $7.2M | $7.6M | 3.21% | +7.6K | 2026-06-30 |
| 7 | BUFC | AB ACTIVE ETFS INC | 162.4K | $6.9M | $7.0M | 2.97% | -168 | 2026-06-30 |
| 8 | VTI | VANGUARD INDEX FDS | 18.0K | $6.7M | $6.7M | 2.85% | -109 | 2026-06-30 |
| 9 | AMZN | AMAZON COM INC | 21.4K | $5.1M | $5.3M | 2.25% | +5.2K | 2026-06-30 |
| 10 | GOOGL | ALPHABET INC | 14.2K | $5.1M | $4.9M | 2.07% | +3.8K | 2026-06-30 |
| 11 | MSFT | MICROSOFT CORP | 13.2K | $4.9M | $6.6M | 2.78% | +3.0K | 2026-06-30 |
| 12 | BIL | SPDR SERIES TRUST | 44.0K | $4.0M | $4.0M | 1.70% | -4,130 | 2026-06-30 |
| 13 | TAFI | AB ACTIVE ETFS INC | 133.5K | $3.4M | $3.3M | 1.40% | +99.7K | 2026-06-30 |
| 14 | VEU | VANGUARD INTL EQUITY INDEX F | 38.3K | $3.2M | $3.2M | 1.36% | +7.1K | 2026-06-30 |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | 37.6K | $2.7M | $2.7M | 1.14% | -- | 2026-06-30 |
| 16 | SCHD | SCHWAB STRATEGIC TR | 80.5K | $2.6M | $2.8M | 1.17% | -- | 2026-06-30 |
| 17 | SPCX | SPACE EXPLORATION TECHN CORP | 13.8K | $2.4M | $2.0M | 0.84% | -- | 2026-06-30 |
| 18 | SPCX | SPACE EXPLORATION TECHN CORP | 13.8K | $2.4M | $2.0M | 0.84% | -- | 2026-06-30 |
| 19 | AVGO | BROADCOM INC | 6.1K | $2.3M | $2.1M | 0.87% | +905 | 2026-06-30 |
| 20 | TSLA | TESLA INC | 5.4K | $2.3M | $1.9M | 0.81% | -189 | 2026-06-30 |
| 21 | META | META PLATFORMS INC | 3.5K | $2.0M | $2.4M | 1.00% | +98 | 2026-06-30 |
| 22 | BXSL | BLACKSTONE SECD LENDING FD | 80.0K | $1.9M | $2.0M | 0.84% | +1.8K | 2026-06-30 |
| 23 | SHV | ISHARES TR | 17.1K | $1.9M | $1.9M | 0.79% | +151 | 2026-06-30 |
| 24 | VOO | VANGUARD INDEX FDS | 2.7K | $1.9M | $1.9M | 0.79% | -772 | 2026-06-30 |
| 25 | DGRO | ISHARES TR | 23.6K | $1.8M | $1.8M | 0.78% | -- | 2026-06-30 |
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