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Portfolio (Quarterly) Guide ↗

Legacy Advisors, LLC

· CIK 0001720969
13F Portfolio $848M AUM 279 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 72 Added 103 Reduced 28 Exited
Page 1 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QLTY GMO ETF TRUST 3,529,734.0 $127.9M 15.08% +36K +1.0% $36.24 +14.4%
2 IJR ISHARES TR 304,002.0 $37.8M 4.46% +34K +12.5% $124.31 +12.3%
3 IVV ISHARES TR 56,722.0 $37.1M 4.37% -3K -4.7% $653.21 +16.1%
4 IWB ISHARES TR 89,267.0 $31.8M 3.75% $356.56 +15.5%
5 AAPL APPLE INC Technology 121,995.0 $31.0M 3.65% -5K -3.6% $253.79 +22.7%
6 MTZ MASTEC INC Industrials 93,953.0 $30.2M 3.56% -287K -75.3% $321.74 +18.9%
7 VOO VANGUARD INDEX FDS 50,360.0 $30.1M 3.55% +27K +116.0% $597.55 +16.1%
8 SPY STATE STR SPDR S&P 500 ETF T Financial Services 39,924.0 $26.0M 3.06% $650.33 +16.0%
9 GQGU ADVISORS INNER CIRCLE FD III 958,094.0 $25.8M 3.04% +123K +14.7% $26.91 -2.3%
10 IWR ISHARES TR 212,098.0 $20.6M 2.43% +1K +0.6% $97.23 +10.3%
11 META META PLATFORMS INC Communication Services 29,156.0 $16.7M 1.97% $572.13 +10.9%
12 GOOGL ALPHABET INC Communication Services 56,777.0 $16.3M 1.93% -2K -3.7% $287.56 +36.1%
13 VERX VERTEX INC Technology 1,343,779.0 $16.0M 1.88% $11.89 +6.8%
14 XLK SELECT SECTOR SPDR TR 102,678.0 $13.6M 1.61% $132.90 +40.6%
15 VTI VANGUARD INDEX FDS 41,256.0 $13.2M 1.56% +3K +7.4% $320.81 +15.9%
16 AMZN AMAZON COM INC Consumer Cyclical 61,840.0 $12.9M 1.52% $208.27 +31.5%
17 MSFT MICROSOFT CORP Technology 32,547.0 $12.0M 1.42% +828.0 +2.6% $370.17 +15.2%
18 BERKSHIRE HATHAWAY INC DEL 23,291.0 $11.2M 1.32% -424.0 -1.8% $479.20
19 NVDA NVIDIA CORPORATION Technology 57,100.0 $10.0M 1.17% -1K -2.6% $174.41 +22.8%
20 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 15,932.0 $9.8M 1.16% $616.74 +10.2%
Page 1 of 14  ·  279 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.5%
Financial Services 21.4%
Industrials 14.1%
Communication Services 12.3%
Consumer Cyclical 8.9%
Healthcare 7.2%
Energy 3.7%
Consumer Defensive 2.0%
Utilities 1.0%
Basic Materials 0.4%