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Legacy Wealth Advisors, LLC

Q1 2026 13F Holdings

  • Location
    north miami beach, FL
  • Num holdings

    109

  • Value ($000)

    $195,965

  • Date Filed
    05/06/2026
  • Form type
    13F-HR
  • CIK
    0002111463
  • 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
S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$47.03M
24 %

467,180

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$18.61M
10 %

367,719

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$17.27M
9 %

26,549

B
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$13.64M
7 %

19

---

AB ACTIVE ETFS INC

CONSERVATIVE
00039J806
$6.61M
3 %

162,596

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$5.82M
3 %

18,144

A
AAPL

APPLE INC

COM
037833100
$5.71M
3 %

22,483

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$4.92M
3 %

28,199

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R663
$4.41M
2 %

48,129

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AB ACTIVE ETFS INC

ULTRA SHORT INCM
00039J103
$3.9M
2 %

77,283

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