Legacy Advisors, LLC

Q3 2025 13F Holdings

  • Location
    plymouth meeting, PA
  • Num holdings

    252

  • Value ($000)

    $809,866

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001720969
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
Q
QLTY

2023 ETF SERIES TRUST II

GMO US QUALITY E
90139K100
$114.09M
14 %

3,145,815

M
MTZ

MASTEC INC

COM
576323109
$81.02M
10 %

380,708

V
VERX

VERTEX INC

CL A
92538J106
$33.31M
4 %

1,343,779

I
IWB

ISHARES TR

RUS 1000 ETF
464287622
$32.74M
4 %

89,578

A
AAPL

APPLE INC

COM
037833100
$29.86M
4 %

117,259

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$26.68M
3 %

224,564

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$26.43M
3 %

39,675

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$25.71M
3 %

38,412

I
IWR

ISHARES TR

RUS MID CAP ETF
464287499
$20.94M
3 %

216,908

M
META

META PLATFORMS INC

CL A
30303M102
$20.44M
3 %

27,831

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