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Legacy Advisors, LLC

Q2 2026 13F Holdings

  • Location
    plymouth meeting, PA
  • Num holdings

    337

  • Value ($000)

    $1,070,537

  • Date Filed
    07/24/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
Q
QLTY

GMO ETF TRUST

US QUALITY ETF
90139K100
$143.07M
13 %

3,431,467

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$75.52M
7 %

109,960

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$52.14M
5 %

351,532

M
MTZ

MASTEC INC

COM
576323109
$51.67M
5 %

124,181

A
AAPL

APPLE INC

COM
037833100
$43.34M
4 %

149,777

I
IWB

ISHARES TR

RUS 1000 ETF
464287622
$36.55M
3 %

89,260

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$31.57M
3 %

42,276

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$29.21M
3 %

39,008

---

ADVISORS INNER CIRCLE FD III

GQG US EQUIT ETF
00775Y256
$24.35M
2 %

958,503

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$23.67M
2 %

66,230

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