Legacy Advisors, LLC
Q2 2025 13F Holdings
- Locationplymouth meeting, PA
- Num holdings
18
- Value ($000)
$6,330
- Date Filed08/07/2025
- Form type13F-HR
- CIK0001720969
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
QLTY 2023 ETF SERIES TRUST II | GMO US QUALITY E | 90139K100 | $2.60M | 41 % | 89,183 | ||
VERX VERTEX INC | CL A | 92538J106 | $1.34M | 21 % | 47,482 | ||
MTZ MASTEC INC | COM | 576323109 | $643.64K | 10 % | 109,695 | ||
FULT FULTON FINL CORP PA | COM | 360271100 | $281.10K | 4 % | 5,071 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $238.36K | 4 % | 8,543 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $223.91K | 4 % | 20,593 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $222.38K | 4 % | 24,304 | ||
BSY BENTLEY SYS INC | COM CL B | 08265T208 | $193.78K | 3 % | 10,458 | ||
AAPL APPLE INC | COM | 037833100 | $118.50K | 2 % | 24,312 | ||
UBER UBER TECHNOLOGIES INC | COM | 90353T100 | $109.19K | 2 % | 10,188 |
Rows Per Page
10
- 10
- 50
- 100