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Portfolio (Quarterly) Guide ↗

Legacy Wealth Advisors, LLC

· CIK 0002111463
13F Portfolio $231M AUM 148 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 148 New
Page 4 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PGR PROGRESSIVE CORP Financial Services 2,238.0 $489K 0.21% NEW $218.45 +0.2%
62 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 521.0 $487K 0.21% NEW $935.47 -2.1%
63 DIS DISNEY WALT CO Communication Services 4,930.0 $475K 0.20% NEW $96.25 +9.4%
64 LRCX LAM RESEARCH CORP Technology 1,068.0 $463K 0.20% NEW $433.33 -29.0%
65 ABBV ABBVIE INC Healthcare 1,819.0 $458K 0.20% NEW $251.64 +1.9%
66 KO COCA COLA CO Consumer Defensive 5,621.0 $457K 0.20% NEW $81.27 +8.4%
67 BBCA J P MORGAN EXCHANGE TRADED F 4,499.0 $447K 0.19% NEW $99.40 +7.6%
68 FWD AB ACTIVE ETFS INC 2,988.0 $443K 0.19% NEW $148.12 -13.1%
69 RTX RTX CORPORATION Industrials 2,286.0 $434K 0.19% NEW $189.73 +5.8%
70 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 4,803.0 $418K 0.18% NEW $87.04 +6.4%
71 SPEM SPDR INDEX SHS FDS 7,840.0 $406K 0.18% NEW $51.78 +3.1%
72 LIN LINDE PLC Basic Materials 780.0 $405K 0.17% NEW $518.94 -8.0%
73 HD HOME DEPOT INC Consumer Cyclical 1,142.0 $403K 0.17% NEW $352.68 -9.0%
74 VOX VANGUARD WORLD FD 2,106.0 $387K 0.17% NEW $183.95 +2.7%
75 PLTR PALANTIR TECHNOLOGIES INC Technology 3,180.0 $371K 0.16% NEW $116.67 +49.4%
76 WFC WELLS FARGO & CO Financial Services 4,474.0 $370K 0.16% NEW $82.64 +8.9%
77 PM PHILIP MORRIS INTL INC Consumer Defensive 1,988.0 $360K 0.16% NEW $180.91 +0.9%
78 CRWD CROWDSTRIKE HLDGS INC Technology 464.0 $354K 0.15% NEW $190.79 +11.7%
79 MRVL MARVELL TECHNOLOGY INC Technology 1,178.0 $351K 0.15% NEW $297.89 -25.0%
80 APH AMPHENOL CORP Technology 1,983.0 $350K 0.15% NEW $176.32 -53.1%
Page 4 of 8  ·  148 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 37.0%
Financial Services 27.4%
Consumer Cyclical 8.9%
Communication Services 8.3%
Healthcare 5.5%
Industrials 5.2%
Energy 3.3%
Consumer Defensive 2.7%
Utilities 1.1%
Real Estate 0.4%