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Legacy Advisors, LLC

Q1 2026 13F Holdings

  • Location
    plymouth meeting, PA
  • Num holdings

    279

  • Value ($000)

    $848,218

  • Date Filed
    05/05/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
Q
QLTY

GMO ETF TRUST

GMO US QUALITY E
90139K100
$127.92M
15 %

3,529,734

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$37.79M
5 %

304,002

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$37.05M
4 %

56,722

I
IWB

ISHARES TR

RUS 1000 ETF
464287622
$31.83M
4 %

89,267

A
AAPL

APPLE INC

COM
037833100
$30.96M
4 %

121,995

M
MTZ

MASTEC INC

COM
576323109
$30.23M
4 %

93,953

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$30.09M
4 %

50,360

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$25.96M
3 %

39,924

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ADVISORS INNER CIRCLE FD III

GQG US EQUITY ET
00775Y256
$25.78M
3 %

958,094

I
IWR

ISHARES TR

RUS MID CAP ETF
464287499
$20.62M
2 %

212,098

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