Legacy Advisors, LLC

Legacy Advisors, LLC reported 318 holdings worth US$1.05B as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 19, 2026

Legacy Advisors, LLC reported 318 holdings worth US$1.05B as of Sep 30, 2026. Largest: GMO US Quality ETF, Vanguard S&P 500 ETF and iShares Core S&P Small Cap ETF. Filed Oct 19, 2026 (Form 13F).

Holdings
318
Value as reported
US$1.05B

The filing in full

CompanySharesValue as reported% of portfolio
GMO US Quality ETF3.39MUS$145M13.8%
Vanguard S&P 500 ETF143KUS$100M9.5%
iShares Core S&P Small Cap ETF391KUS$53.3M5.1%
Apple Inc145KUS$48.4M4.6%
iShares Russell 1000 ETF89,260US$37.1M3.5%
State Street SPDR S&P 500 ETF48,013US$36.6M3.5%
iShares Core S&P 500 ETF46,289US$35.5M3.4%
Mastec, Inc.147KUS$31.5M3.0%
Alphabet Inc (google) Class C88,025US$29.4M2.8%
GQG US Equity ETF1MUS$26.5M2.5%
Meta Platforms, Inc.32,447US$23.5M2.2%
iShares Russell Midcap ETF206KUS$22M2.1%
State Street Technology Select Sector SPDR ETF103KUS$20.1M1.9%
Microsoft Corp.32,494US$16.7M1.6%
Vertex, Inc.1.34MUS$15.8M1.5%
Nvidia Corporation66,974US$15.3M1.5%
Amazon.com, Inc.55,665US$13.9M1.3%
Vanguard Morningstar Total Stock Market ETF34,750US$13M1.2%
Invesco QQQ Trust16,962US$12.6M1.2%
Berkshire Hathaway Inc.23,461US$11.7M1.1%
State Street SPDR S&P MIDCAP 400 ETF Trust15,984US$10.5M1.00%
iShares S&P 100 ETF27,420US$10.5M1.00%
iShares Russell 1000 Growth ETF72,410US$9.07M0.86%
Vanguard Total International Stock ETF106KUS$8.98M0.86%
Vanguard International High Dividend Yield ETF86,790US$8.78M0.84%
Schwab US Dividend Equity ETF239KUS$7.76M0.74%
Uber Technologies, Inc.104KUS$7.09M0.68%
Micron Technology, Inc.6,181US$6.58M0.63%
Fulton Financial Corporation281KUS$6.34M0.60%
Bentley Systems, Incorporated195KUS$6.22M0.59%
Vanguard High Dividend Yield Index ETF34,875US$5.41M0.52%
Johnson & Johnson19,327US$5.12M0.49%
Tesla, Inc.13,035US$4.62M0.44%
Taiwan Semiconductor Manufacturing Co., Ltd.9,697US$4.43M0.42%
Amphenol Corporation50,800US$4.28M0.41%
Enterprise Products Partners L.p.120KUS$4.27M0.41%
Vanguard Morningstar Mid-Cap ETF48,828US$3.83M0.36%
Broadcom Inc.10,622US$3.73M0.36%
iShares Core MSCI Total International Stock ETF38,995US$3.7M0.35%
Roblox Corporation85,703US$3.63M0.35%
State Street SPDR S&P Dividend ETF22,134US$3.24M0.31%
Mercadolibre, Inc.1,867US$3.23M0.31%
Vanguard Morningstar Small-Cap ETF10,391US$2.96M0.28%
SPDR Gold Shares7,453US$2.84M0.27%
Harbor PanAgora Dynamic Large Cap Core ETF100KUS$2.81M0.27%
Jp Morgan Chase & Co.8,467US$2.8M0.27%
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF16,792US$2.44M0.23%
State Street Consumer Staples Select Sector SPDR ETF28,543US$2.3M0.22%
Vanguard Morningstar Large-Cap ETF6,503US$2.29M0.22%
Eli Lilly And Company1,972US$2.28M0.22%
iShares S&P 500 Growth ETF15,552US$2.21M0.21%
Vanguard Morningstar Growth ETF23,642US$2.13M0.20%
Advanced Micro Devices Inc3,436US$2.1M0.20%
Vanguard Morningstar Value ETF9,601US$2.07M0.20%
Williams Companies, Inc. (the)30,060US$2.04M0.19%
Bank Of America Corporation37,223US$2.03M0.19%
Vanguard Total Bond Market ETF28,761US$2.02M0.19%
Applied Materials, Inc.3,937US$2.01M0.19%
Energy Transfer Lp102KUS$2.01M0.19%
iShares Russell 2000 ETF7,067US$1.96M0.19%
Lam Research Corporation5,955US$1.96M0.19%
Visa Inc.5,370US$1.93M0.18%
Vanguard Short-Term Bond ETF24,790US$1.89M0.18%
iShares Core S&P Total U.S. Stock Market ETF10,867US$1.81M0.17%
iShares Russell 1000 Value ETF7,257US$1.8M0.17%
Amgen Inc.4,206US$1.77M0.17%
Hca Healthcare, Inc.4,126US$1.76M0.17%
iShares MSCI EAFE ETF16,261US$1.69M0.16%
State Street Health Care Select Sector SPDR ETF9,875US$1.66M0.16%
Vanguard Tax-Exempt Bond ETF34,502US$1.63M0.16%
Walt Disney Company (the)15,466US$1.62M0.15%
iShares Bitcoin Trust ETF34,105US$1.61M0.15%
Costco Wholesale Corporation1,750US$1.59M0.15%
Marvell Technology, Inc.5,902US$1.56M0.15%
Hims & Hers Health, Inc.51,481US$1.53M0.15%
iShares Core S&P Mid-Cap ETF21,044US$1.51M0.14%
iShares MSCI ACWI ex U.S. ETF19,581US$1.48M0.14%
iShares S&P 500 Value ETF6,482US$1.48M0.14%
Mastercard Incorporated2,588US$1.43M0.14%
W.w. Grainger, Inc.1,130US$1.41M0.13%
Asml Holding Nv763US$1.38M0.13%
American Express Company4,438US$1.35M0.13%
Vanguard Information Technology ETF10,547US$1.33M0.13%
Nvr, Inc.213US$1.31M0.12%
Cno Financial Group, Inc.24,472US$1.29M0.12%
Intuitive Surgical, Inc.3,183US$1.29M0.12%
Merck & Company, Inc.8,837US$1.29M0.12%
Invesco S&P 500 Quality ETF15,000US$1.26M0.12%
Vanguard Russell 2000 ETF11,067US$1.24M0.12%
Moody's Corporation2,705US$1.23M0.12%
Alerian MLP ETF23,300US$1.21M0.12%
Home Depot, Inc. (the)4,157US$1.18M0.11%
Alibaba Group Holding Limited10,970US$1.18M0.11%
Qnb Corp.25,850US$1.18M0.11%
Pnc Financial Services Group, Inc. (the)5,304US$1.18M0.11%
Vanguard FTSE Developed Markets ETF16,604US$1.17M0.11%
Vanguard Dividend Appreciation ETF5,020US$1.17M0.11%
Abbvie Inc.4,401US$1.15M0.11%
Coherent Corp.3,997US$1.15M0.11%
Provident Financial Services, Inc51,689US$1.14M0.11%

Every holding of Legacy Advisors, LLC

Source

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