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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 5 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ARKK ARK ETF TR 4,250.0 $343K 0.15% NEW $80.82 +6.7%
82 TXN TEXAS INSTRS INC Technology 1,145.0 $341K 0.15% NEW $298.07 -13.3%
83 PLD PROLOGIS INC. Real Estate 2,509.0 $340K 0.15% NEW $135.47 +1.4%
84 HWM HOWMET AEROSPACE INC Industrials 1,259.0 $338K 0.15% NEW $268.86 -3.6%
85 TER TERADYNE INC Technology 695.0 $336K 0.15% NEW $483.84 -26.2%
86 MS MORGAN STANLEY Financial Services 1,606.0 $336K 0.14% NEW $209.04 +4.1%
87 CVX CHEVRON CORPORATION Energy 2,008.0 $333K 0.14% NEW $165.76 +25.8%
88 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 341.0 $329K 0.14% NEW $965.00 -12.0%
89 MO ALTRIA GROUP INC Consumer Defensive 4,520.0 $325K 0.14% NEW $71.95 -4.3%
90 NDSN NORDSON CORP Industrials 1,070.0 $323K 0.14% NEW $301.69 +5.5%
91 ETN EATON CORP PLC Industrials 757.0 $323K 0.14% NEW $426.12 -3.6%
92 NVS NOVARTIS AG Healthcare 2,043.0 $320K 0.14% NEW $156.72 +2.1%
93 EOG EOG RES INC Energy 2,457.0 $319K 0.14% NEW $129.73 +11.9%
94 PG PROCTER & GAMBLE CO Consumer Defensive 2,169.0 $318K 0.14% NEW $146.64 -0.1%
95 ORCL ORACLE CORP Technology 2,143.0 $314K 0.14% NEW $146.55 +8.4%
96 BBAX J P MORGAN EXCHANGE TRADED F 5,240.0 $314K 0.14% NEW $59.87 +9.7%
97 TDY TELEDYNE TECHNOLOGIES INC Technology 467.0 $311K 0.14% NEW $666.90 -8.4%
98 SNDK SANDISK CORP Technology 135.0 $307K 0.13% NEW $2273.73 -23.5%
99 CDNS CADENCE DESIGN SYSTEM INC Technology 817.0 $307K 0.13% NEW $375.32 -22.0%
100 ULS UL SOLUTIONS INC Industrials 2,995.0 $305K 0.13% NEW $101.86 -27.5%
Page 5 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%