—

Legacy Wealth Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    north miami beach, FL
  • CIK
    0002111463
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

109

$195.97M
SGOV, JPST, SPY, BRK.A
13F-HR
May 6, 2026
000211146326000003

86

$151.48M
JPST, SGOV, BRK.A, SPY
13F-HR
Feb 17, 2026
000211146326000001
Legacy Wealth Advisors, Llc 13F Filings