Holders — by stockHoldings — by fund
Legacy Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1720969
$1.07B
disclosed book value
337
positions
13.4%
largest position share
Positions, as of 2026-06-30
top 100 of 337 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | QLTYGMO ETF TRUST | 3.4M | $143.1M | 13.4% |
| 2 | VOOVANGUARD INDEX FDS | 109,960 | $75.5M | 7.1% |
| 3 | IJRISHARES TR | 351,532 | $52.1M | 4.9% |
| 4 | MTZMASTEC INC | 124,181 | $51.7M | 4.8% |
| 5 | AAPLAPPLE INC | 149,777 | $43.3M | 4% |
| 6 | IWBISHARES TR | 89,260 | $36.6M | 3.4% |
| 7 | SPYSTATE STR SPDR S&P 500 ETF T | 42,276 | $31.6M | 2.9% |
| 8 | IVVISHARES TR | 39,008 | $29.2M | 2.7% |
| 9 | ADVISORS INNER CIRCLE FD III | 958,503 | $24.3M | 2.3% |
| 10 | GOOGLALPHABET INC | 66,230 | $23.7M | 2.2% |
| 11 | IWRISHARES TR | 207,332 | $22.9M | 2.1% |
| 12 | XLKSELECT SECTOR SPDR TR | 102,692 | $19.6M | 1.8% |
| 13 | METAMETA PLATFORMS INC | 33,678 | $19.0M | 1.8% |
| 14 | AMZNAMAZON COM INC | 73,840 | $17.6M | 1.6% |
| 15 | VERXVERTEX INC | 1.3M | $15.4M | 1.4% |
| 16 | VTIVANGUARD INDEX FDS | 41,079 | $15.2M | 1.4% |
| 17 | NVDANVIDIA CORPORATION | 74,563 | $14.9M | 1.4% |
| 18 | MSFTMICROSOFT CORP | 37,656 | $14.0M | 1.3% |
| 19 | QQQINVESCO QQQ TR | 16,947 | $12.5M | 1.2% |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 24,109 | $12.1M | 1.1% |
| 21 | VXUSVANGUARD STAR FDS | 137,571 | $11.8M | 1.1% |
| 22 | MDYSTATE STR SPDR S&P MIDCAP 40 | 15,938 | $11.2M | 1% |
| 23 | DFACDIMENSIONAL ETF TRUST | 238,363 | $10.6M | 1% |
| 24 | OEFISHARES TR | 27,418 | $10.0M | 0.9% |
| 25 | GOOGALPHABET INC | 29,726 | $9.6M | 0.9% |
| 26 | JNJJOHNSON & JOHNSON | 36,926 | $9.4M | 0.9% |
| 27 | AMTMAMENTUM HOLDINGS INC | 9.1M | $9.1M | 0.8% |
| 28 | VYMIVANGUARD WHITEHALL FDS | 86,778 | $8.5M | 0.8% |
| 29 | IWFISHARES TR | 64,044 | $8.0M | 0.7% |
| 30 | UBERUBER TECHNOLOGIES INC | 108,924 | $7.9M | 0.7% |
| 31 | SCHDSCHWAB STRATEGIC TR | 234,403 | $7.4M | 0.7% |
| 32 | MUMICRON TECHNOLOGY INC | 6,182 | $7.1M | 0.7% |
| 33 | FULTFULTON FINL CORP PA | 281,104 | $6.8M | 0.6% |
| 34 | TSLATESLA INC | 14,800 | $6.2M | 0.6% |
| 35 | JPMJPMORGAN CHASE & CO | 18,800 | $6.2M | 0.6% |
| 36 | BSYBENTLEY SYS INC | 194,576 | $5.8M | 0.5% |
| 37 | VYMVANGUARD WHITEHALL FDS | 34,875 | $5.5M | 0.5% |
| 38 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 9,899 | $4.7M | 0.4% |
| 39 | RBLXROBLOX CORP | 85,634 | $4.7M | 0.4% |
| 40 | EPDENTERPRISE PRODS PARTNERS L | 119,033 | $4.4M | 0.4% |
| 41 | ABBVABBVIE INC | 16,549 | $4.2M | 0.4% |
| 42 | VOVANGUARD INDEX FDS | 49,135 | $4.0M | 0.4% |
| 43 | AVGOBROADCOM INC | 10,299 | $3.9M | 0.4% |
| 44 | MCDMCDONALDS CORP | 14,357 | $3.9M | 0.4% |
| 45 | VUGVANGUARD INDEX FDS | 40,920 | $3.5M | 0.3% |
| 46 | SDYSPDR SERIES TRUST | 22,134 | $3.4M | 0.3% |
| 47 | APHAMPHENOL CORP | 19,024 | $3.4M | 0.3% |
| 48 | MELIMERCADOLIBRE INC | 1,882 | $3.2M | 0.3% |
| 49 | VBVANGUARD INDEX FDS | 9,884 | $3.0M | 0.3% |
| 50 | AMATAPPLIED MATLS INC | 3,980 | $2.9M | 0.3% |
| 51 | GLDSPDR GOLD TR | 7,453 | $2.7M | 0.3% |
| 52 | LRCXLAM RESEARCH CORP | 6,257 | $2.7M | 0.3% |
| 53 | XLPSELECT SECTOR SPDR TR | 31,246 | $2.6M | 0.2% |
| 54 | LLYELI LILLY & CO | 2,152 | $2.6M | 0.2% |
| 55 | BACBANK OF AMER CORP | 45,115 | $2.6M | 0.2% |
| 56 | GSLCGOLDMAN SACHS ETF TR | 17,263 | $2.4M | 0.2% |
| 57 | HDHOME DEPOT INC | 6,845 | $2.4M | 0.2% |
| 58 | VTVVANGUARD INDEX FDS | 10,599 | $2.3M | 0.2% |
| 59 | PNCPNC FINL SVCS GROUP INC | 9,377 | $2.3M | 0.2% |
| 60 | ASML HLDG NV | 1,126 | $2.2M | 0.2% |
| 61 | VVVANGUARD INDEX FDS | 6,503 | $2.2M | 0.2% |
| 62 | IEFISHARES TR | 23,561 | $2.2M | 0.2% |
| 63 | IVWISHARES TR | 15,552 | $2.1M | 0.2% |
| 64 | WMBWILLIAMS COS INC | 28,754 | $2.1M | 0.2% |
| 65 | IWMISHARES TR | 7,067 | $2.1M | 0.2% |
| 66 | VVISA INC | 6,090 | $2.1M | 0.2% |
| 67 | COSTCOSTCO WHOLESALE CORPORATION | 2,180 | $2.0M | 0.2% |
| 68 | AXPAMERICAN EXPRESS CO | 6,024 | $2.0M | 0.2% |
| 69 | XLVSELECT SECTOR SPDR TR | 12,841 | $2.0M | 0.2% |
| 70 | PEPPEPSICO INC | 15,046 | $2.0M | 0.2% |
| 71 | AMDADVANCED MICRO DEVICES INC | 3,472 | $2.0M | 0.2% |
| 72 | ETENERGY TRANSFER L P | 101,747 | $1.9M | 0.2% |
| 73 | HIMSHIMS & HERS HEALTH INC | 51,582 | $1.8M | 0.2% |
| 74 | ITOTISHARES TR | 10,867 | $1.8M | 0.2% |
| 75 | DISDISNEY WALT CO | 18,477 | $1.8M | 0.2% |
| 76 | IWDISHARES TR | 7,257 | $1.8M | 0.2% |
| 77 | ABTABBOTT LABORATORIES | 18,704 | $1.7M | 0.2% |
| 78 | MRVLMARVELL TECHNOLOGY INC | 5,682 | $1.7M | 0.2% |
| 79 | IJHISHARES TR | 21,044 | $1.6M | 0.2% |
| 80 | EFAISHARES TR | 15,549 | $1.6M | 0.2% |
| 81 | HCAHCA HEALTHCARE INC | 4,116 | $1.6M | 0.1% |
| 82 | AMGNAMGEN INC | 4,387 | $1.6M | 0.1% |
| 83 | NSCNORFOLK SOUTHN CORP | 4,984 | $1.6M | 0.1% |
| 84 | COHRCOHERENT CORP | 3,972 | $1.6M | 0.1% |
| 85 | GWWWW GRAINGER INC | 1,135 | $1.5M | 0.1% |
| 86 | GEVGE VERNOVA INC | 1,271 | $1.5M | 0.1% |
| 87 | ACWXISHARES TR | 19,581 | $1.5M | 0.1% |
| 88 | MRKMERCK & CO INC | 11,408 | $1.5M | 0.1% |
| 89 | IVEISHARES TR | 6,482 | $1.5M | 0.1% |
| 90 | NVRNVR INC | 212 | $1.4M | 0.1% |
| 91 | GEGE AEROSPACE | 3,862 | $1.4M | 0.1% |
| 92 | BABOEING CO | 6,498 | $1.4M | 0.1% |
| 93 | MAMASTERCARD INCORPORATED | 2,654 | $1.4M | 0.1% |
| 94 | VTEBVANGUARD MUN BD FDS | 26,741 | $1.4M | 0.1% |
| 95 | SPHQINVESCO EXCHANGE TRADED FD T | 15,000 | $1.4M | 0.1% |
| 96 | CATCATERPILLAR INC | 1,263 | $1.3M | 0.1% |
| 97 | VTWOVANGUARD SCOTTSDALE FDS | 11,067 | $1.3M | 0.1% |
| 98 | ISRGINTUITIVE SURGICAL INC | 3,374 | $1.3M | 0.1% |
| 99 | BNDVANGUARD BD INDEX FDS | 17,944 | $1.3M | 0.1% |
| 100 | ORCLORACLE CORP | 8,946 | $1.3M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.