Holders — by stockHoldings — by fund
Legacy Wealth 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 2111463
$231.0M
disclosed book value
148
positions
23%
largest position share
Positions, as of 2026-06-30
top 100 of 148 · 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 | SGOVISHARES TR | 527,772 | $53.1M | 23% |
| 2 | JPSTJ P MORGAN EXCHANGE TRADED F | 313,432 | $15.9M | 6.9% |
| 3 | SPYSTATE STR SPDR S&P 500 ETF T | 20,605 | $15.4M | 6.7% |
| 4 | BRK/ABERKSHIRE HATHAWAY INC DEL | 19 | $14.2M | 6.2% |
| 5 | AAPLAPPLE INC | 25,062 | $7.3M | 3.1% |
| 6 | NVDANVIDIA CORPORATION | 35,772 | $7.2M | 3.1% |
| 7 | BUFCAB ACTIVE ETFS INC | 162,428 | $6.9M | 3% |
| 8 | VTIVANGUARD INDEX FDS | 18,035 | $6.7M | 2.9% |
| 9 | AMZNAMAZON COM INC | 21,371 | $5.1M | 2.2% |
| 10 | GOOGLALPHABET INC | 14,172 | $5.1M | 2.2% |
| 11 | MSFTMICROSOFT CORP | 13,208 | $4.9M | 2.1% |
| 12 | BILSPDR SERIES TRUST | 43,999 | $4.0M | 1.7% |
| 13 | TAFIAB ACTIVE ETFS INC | 133,481 | $3.4M | 1.5% |
| 14 | VEUVANGUARD INTL EQUITY INDEX F | 38,344 | $3.2M | 1.4% |
| 15 | VEAVANGUARD TAX-MANAGED FDS | 37,590 | $2.7M | 1.2% |
| 16 | SCHDSCHWAB STRATEGIC TR | 80,500 | $2.6M | 1.1% |
| 17 | SPCXSPACE EXPLORATION TECHN CORP | 13,790 | $2.4M | 1% |
| 18 | AVGOBROADCOM INC | 6,093 | $2.3M | 1% |
| 19 | TSLATESLA INC | 5,369 | $2.3M | 1% |
| 20 | METAMETA PLATFORMS INC | 3,534 | $2.0M | 0.9% |
| 21 | BXSLBLACKSTONE SECD LENDING FD | 79,982 | $1.9M | 0.8% |
| 22 | SHVISHARES TR | 17,054 | $1.9M | 0.8% |
| 23 | VOOVANGUARD INDEX FDS | 2,697 | $1.9M | 0.8% |
| 24 | DGROISHARES TR | 23,617 | $1.8M | 0.8% |
| 25 | MUMICRON TECHNOLOGY INC | 1,360 | $1.6M | 0.7% |
| 26 | SCHGSCHWAB STRATEGIC TR | 42,866 | $1.5M | 0.6% |
| 27 | GOOGALPHABET INC | 4,038 | $1.4M | 0.6% |
| 28 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,578 | $1.3M | 0.6% |
| 29 | XLESELECT SECTOR SPDR TR | 22,348 | $1.2M | 0.5% |
| 30 | EMOPAB ACTIVE ETFS INC | 21,533 | $1.1M | 0.5% |
| 31 | VVISA INC | 3,169 | $1.1M | 0.5% |
| 32 | AMDADVANCED MICRO DEVICES INC | 1,828 | $1.1M | 0.5% |
| 33 | JPMJPMORGAN CHASE & CO | 3,195 | $1.0M | 0.5% |
| 34 | LLYELI LILLY & CO | 844 | $1.0M | 0.4% |
| 35 | YEARAB ACTIVE ETFS INC | 19,687 | $991,044 | 0.4% |
| 36 | MTBASIMPLIFY EXCHANGE TRADED FUN | 19,170 | $940,676 | 0.4% |
| 37 | BBJPJ P MORGAN EXCHANGE TRADED F | 11,889 | $895,361 | 0.4% |
| 38 | ASML HLDG NV | 432 | $859,439 | 0.4% |
| 39 | UNHUNITEDHEALTH GROUP INC | 2,061 | $856,614 | 0.4% |
| 40 | AMATAPPLIED MATLS INC | 1,178 | $851,694 | 0.4% |
| 41 | EXMOCEXXON MOBIL CORP | 5,996 | $819,774 | 0.4% |
| 42 | XLFSELECT SECTOR SPDR TR | 15,251 | $817,607 | 0.4% |
| 43 | KAYNE ANDERSON BDC INC | 59,089 | $799,475 | 0.3% |
| 44 | QQQINVESCO QQQ TR | 1,030 | $758,492 | 0.3% |
| 45 | INTCINTEL CORP | 5,388 | $752,327 | 0.3% |
| 46 | KLACKLA CORP | 2,443 | $737,078 | 0.3% |
| 47 | VGTVANGUARD WORLD FD | 6,048 | $722,857 | 0.3% |
| 48 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,513 | $722,564 | 0.3% |
| 49 | BACBANK OF AMER CORP | 12,536 | $714,302 | 0.3% |
| 50 | SOCSABLE OFFSHORE CORP | 200,350 | $617,078 | 0.3% |
| 51 | VYMVANGUARD WHITEHALL FDS | 3,871 | $611,735 | 0.3% |
| 52 | WMTWALMART INC | 5,381 | $609,453 | 0.3% |
| 53 | CSCOCISCO SYS INC | 5,133 | $602,923 | 0.3% |
| 54 | MAMASTERCARD INCORPORATED | 1,173 | $602,453 | 0.3% |
| 55 | JNJJOHNSON & JOHNSON | 2,339 | $594,036 | 0.3% |
| 56 | GEVGE VERNOVA INC | 505 | $592,717 | 0.3% |
| 57 | GEGE AEROSPACE | 1,529 | $571,434 | 0.2% |
| 58 | PANWPALO ALTO NETWORKS INC | 1,619 | $552,112 | 0.2% |
| 59 | CATCATERPILLAR INC | 467 | $497,309 | 0.2% |
| 60 | MRKMERCK & CO INC | 3,848 | $494,468 | 0.2% |
| 61 | PGRPROGRESSIVE CORP | 2,238 | $488,892 | 0.2% |
| 62 | COSTCOSTCO WHOLESALE CORPORATION | 521 | $487,380 | 0.2% |
| 63 | DISDISNEY WALT CO | 4,930 | $474,513 | 0.2% |
| 64 | LRCXLAM RESEARCH CORP | 1,068 | $462,797 | 0.2% |
| 65 | ABBVABBVIE INC | 1,819 | $457,734 | 0.2% |
| 66 | KOCOCA COLA CO | 5,621 | $456,819 | 0.2% |
| 67 | BBCAJ P MORGAN EXCHANGE TRADED F | 4,499 | $447,201 | 0.2% |
| 68 | FWDAB ACTIVE ETFS INC | 2,988 | $442,583 | 0.2% |
| 69 | RTXRTX CORPORATION | 2,286 | $433,723 | 0.2% |
| 70 | IBKRINTERACTIVE BROKERS GROUP IN | 4,803 | $418,054 | 0.2% |
| 71 | SPEMSPDR INDEX SHS FDS | 7,840 | $405,956 | 0.2% |
| 72 | LINDE PLC | 780 | $404,774 | 0.2% |
| 73 | HDHOME DEPOT INC | 1,142 | $402,761 | 0.2% |
| 74 | VOXVANGUARD WORLD FD | 2,106 | $387,399 | 0.2% |
| 75 | PLTRPALANTIR TECHNOLOGIES INC | 3,180 | $371,011 | 0.2% |
| 76 | WFCWELLS FARGO & CO | 4,474 | $369,732 | 0.2% |
| 77 | PMPHILIP MORRIS INTL INC | 1,988 | $359,650 | 0.2% |
| 78 | CRWDCROWDSTRIKE HLDGS INC | 464 | $354,097 | 0.2% |
| 79 | MRVLMARVELL TECHNOLOGY INC | 1,178 | $350,915 | 0.2% |
| 80 | APHAMPHENOL CORP | 1,983 | $349,643 | 0.2% |
| 81 | ARKKARK ETF TR | 4,250 | $343,485 | 0.1% |
| 82 | TXNTEXAS INSTRS INC | 1,145 | $341,291 | 0.1% |
| 83 | PLDPROLOGIS INC. | 2,509 | $339,895 | 0.1% |
| 84 | HWMHOWMET AEROSPACE INC | 1,259 | $338,495 | 0.1% |
| 85 | TERTERADYNE INC | 695 | $336,269 | 0.1% |
| 86 | MSMORGAN STANLEY | 1,606 | $335,719 | 0.1% |
| 87 | CVXCHEVRON CORPORATION | 2,008 | $332,847 | 0.1% |
| 88 | SEAGATE TECHNOLOGY HLDNGS PL | 341 | $329,065 | 0.1% |
| 89 | MOALTRIA GROUP INC | 4,520 | $325,214 | 0.1% |
| 90 | NDSNNORDSON CORP | 1,070 | $322,809 | 0.1% |
| 91 | EATON CORP PLC | 757 | $322,573 | 0.1% |
| 92 | NVSNOVARTIS AG | 2,043 | $320,179 | 0.1% |
| 93 | EOGEOG RES INC | 2,457 | $318,747 | 0.1% |
| 94 | PGPROCTER & GAMBLE CO | 2,169 | $318,063 | 0.1% |
| 95 | ORCLORACLE CORP | 2,143 | $314,057 | 0.1% |
| 96 | BBAXJ P MORGAN EXCHANGE TRADED F | 5,240 | $313,719 | 0.1% |
| 97 | TDYTELEDYNE TECHNOLOGIES INC | 467 | $311,443 | 0.1% |
| 98 | SNDKSANDISK CORP | 135 | $306,954 | 0.1% |
| 99 | CDNSCADENCE DESIGN SYSTEM INC | 817 | $306,637 | 0.1% |
| 100 | ULSUL SOLUTIONS INC | 2,995 | $305,071 | 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.