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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 6 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TJX TJX COS INC NEW Consumer Cyclical 1,999.0 $303K 0.13% NEW $151.50 -12.8%
102 IBM INTERNATIONAL BUSINESS MACHS Technology 1,075.0 $302K 0.13% NEW $281.21 -16.5%
103 ET ENERGY TRANSFER L P Energy 15,417.0 $295K 0.13% NEW $19.12 +12.4%
104 DE DEERE & CO Industrials 460.0 $292K 0.13% NEW $634.33 +9.3%
105 C CITIGROUP INC Financial Services 2,063.0 $289K 0.12% NEW $139.96 -1.6%
106 SCHW SCHWAB CHARLES CORP Financial Services 3,117.0 $288K 0.12% NEW $92.27 +18.4%
107 TMO THERMO FISHER SCIENTIFIC INC Healthcare 568.0 $285K 0.12% NEW $501.36 +22.4%
108 COF CAPITAL ONE FINL CORP Financial Services 1,411.0 $283K 0.12% NEW $200.62 +9.5%
109 WRB BERKLEY W R CORP Financial Services 3,866.0 $273K 0.12% NEW $70.53 -2.0%
110 SHEL SHELL PLC Energy 3,506.0 $272K 0.12% NEW $77.54 +19.9%
111 IEUR ISHARES TR 3,599.0 $271K 0.12% NEW $75.17 +3.2%
112 MET METLIFE INC Financial Services 3,168.0 $268K 0.12% NEW $84.61 +15.4%
113 NOC NORTHROP GRUMMAN CORP Industrials 525.0 $267K 0.12% NEW $509.31 +1.1%
114 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,870.0 $262K 0.11% NEW $91.20 -18.7%
115 MPLX MPLX LP Energy 4,627.0 $261K 0.11% NEW $56.33 +5.9%
116 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 5,045.0 $255K 0.11% NEW $50.53 -5.8%
117 DELL DELL TECHNOLOGIES INC Technology 585.0 $252K 0.11% NEW $431.46 +21.4%
118 ANET ARISTA NETWORKS INC Technology 1,478.0 $251K 0.11% NEW $169.88 +14.1%
119 SYF SYNCHRONY FINANCIAL Financial Services 3,288.0 $250K 0.11% NEW $76.05 +5.1%
120 EBAY EBAY INC. Consumer Cyclical 2,220.0 $248K 0.11% NEW $111.75 -7.5%
Page 6 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%