Legacy Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Legacy Advisors, LLC reported 337 stock positions worth $1.1 billion. Its top holding was GMO U.S. Quality ETF (QLTY) at 13.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.1%) and iShares Core S&P Small-Cap E (IJR, 4.9%). Compared with Q1 2026, it opened 69 new positions, sold out of 12, added to 158 and reduced 55. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +118%) and the biggest sale GMO U.S. Quality ETF (QLTY, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH MEETING, PA
- CIK
- 0001720969
- Portfolio Value
- $1.1B (Q2 2026)
- SEC Filing
- 0001720969-26-000004 ↗ filed Jul 24, 2026
Holdings Value
Holdings 337 stocks · $1.1B
| QLTY GMO U.S. Quality ETF | 13.36% | 3,431,467 | $143.1M | Reduce -2.8% |
| VOO Vanguard S&P 500 ETF | 7.05% | 109,960 | $75.5M | Add +118.3% |
| IJR iShares Core S&P Small-Cap E | 4.87% | 351,532 | $52.1M | Add +15.6% |
| MTZ Mastec Inc. | 4.83% | 124,181 | $51.7M | Add +32.2% |
| AAPL Apple Inc. | 4.05% | 149,777 | $43.3M | Add +22.8% |
| IWB iShares Russell 1000 ETF | 3.41% | 89,260 | $36.6M | Reduce -0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.95% | 42,276 | $31.6M | Add +5.9% |
| IVV iShares Core S&P 500 ETF | 2.73% | 39,008 | $29.2M | Reduce -31.2% |
| GQGU GQG US Equity ETF | 2.27% | 958,503 | $24.3M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 2.21% | 66,230 | $23.7M | Add +16.6% |
| IWR iShares Russell Mid-Cap ETF | 2.14% | 207,332 | $22.9M | Reduce -2.3% |
| XLK SS Technology Select Sector | 1.83% | 102,692 | $19.6M | Add +0.0% |
| META Meta Platforms Inc. Class A | 1.77% | 33,678 | $19.0M | Add +15.5% |
| AMZN Amazon.com Inc. | 1.64% | 73,840 | $17.6M | Add +19.4% |
| VERX Vertex Inc. Class A | 1.44% | 1,343,838 | $15.4M | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.42% | 41,079 | $15.2M | Reduce -0.4% |
| NVDA Nvidia Corp. | 1.39% | 74,563 | $14.9M | Add +30.6% |
| MSFT Microsoft Corp. | 1.31% | 37,656 | $14.0M | Add +15.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.17% | 16,947 | $12.5M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.13% | 24,109 | $12.1M | Add +3.5% |
| VXUS Vanguard Total Intl Stock | 1.10% | 137,571 | $11.8M | Add +19.4% |
| MDY State Street SPDR S&P Midcap | 1.05% | 15,938 | $11.2M | Add +0.0% |
| DFAC Dimensional US Core Equity 2 | 0.99% | 238,363 | $10.6M | No change |
| OEF iShares S&P 100 ETF | 0.94% | 27,418 | $10.0M | No change |
| GOOG Alphabet Inc. Class C | 0.90% | 29,726 | $9.6M | Add +1.3% |
| JNJ Johnson & Johnson | 0.88% | 36,926 | $9.4M | Add +4.5% |
| AMTM Amentum Holdings Inc. | 0.85% | 9,065,677 | $9.1M | Add +0.0% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.80% | 86,778 | $8.5M | No change |
| IWF iShares Russell 1000 Growth | 0.74% | 64,044 | $8.0M | No change |
| UBER Uber Technologies Inc. | 0.73% | 108,924 | $7.9M | Add +8.9% |
| SCHD Schwab US DVD Equity ETF | 0.69% | 234,403 | $7.4M | Add +12.9% |
| MU Micron Technology Inc. | 0.67% | 6,182 | $7.1M | Add +335.1% |
| FULT Fulton Financial Corp. | 0.64% | 281,104 | $6.8M | No change |
| TSLA Tesla Inc. | 0.58% | 14,800 | $6.2M | Add +3.9% |
| JPM JPMorgan Chase & Co. | 0.57% | 18,800 | $6.2M | Add +12.1% |
| BSY Bentley Systems Inc. Class B | 0.54% | 194,576 | $5.8M | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 0.51% | 34,875 | $5.5M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.44% | 9,899 | $4.7M | Add +3.7% |
| RBLX Roblox Corp. Class A | 0.43% | 85,634 | $4.7M | Reduce -1.7% |
| EPD Enterprise Products Partners | 0.41% | 119,033 | $4.4M | Add +0.7% |
| ABBV Abbvie Inc. | 0.39% | 16,549 | $4.2M | Add +8.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.37% | 49,135 | $4.0M | Reduce -3.4% |
| AVGO Broadcom Inc. | 0.36% | 10,299 | $3.9M | Add +28.3% |
| MCD McDonald's Corp. | 0.36% | 14,357 | $3.9M | Add +8.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.33% | 40,920 | $3.5M | Add +33.2% |
| SDY SS SPDR S&P Dividend ETF | 0.31% | 22,134 | $3.4M | Add +2.6% |
| APH Amphenol Corp. Class A | 0.31% | 19,024 | $3.4M | Add +39.0% |
| MELI MercadoLibre Inc. | 0.30% | 1,882 | $3.2M | Reduce -0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.28% | 9,884 | $3.0M | Add +1.0% |
| AMAT Applied Materials Inc. | 0.27% | 3,980 | $2.9M | Add +2.4% |
| GLD SPDR Gold Shares | 0.26% | 7,453 | $2.7M | Reduce -4.3% |
| LRCX Lam Research Corp. | 0.25% | 6,257 | $2.7M | Add +5.8% |
| XLP SS Consumer Staples Sel Sect | 0.24% | 31,246 | $2.6M | Add +0.0% |
| LLY Eli Lilly & Co. | 0.24% | 2,152 | $2.6M | Add +21.3% |
| BAC Bank of America Corp. | 0.24% | 45,115 | $2.6M | Add +29.9% |
| GSLC Goldman Activebeta US LC ETF | 0.23% | 17,263 | $2.4M | Reduce -4.5% |
| HD Home Depot Inc. | 0.23% | 6,845 | $2.4M | Add +89.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.22% | 10,599 | $2.3M | Add +32.8% |
| PNC PNC Financial Services Group | 0.22% | 9,377 | $2.3M | Add +3.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.21% | 1,126 | $2.2M | Add +59.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.21% | 6,503 | $2.2M | No change |
| IEF iShares 7-10 Year Treasury B | 0.21% | 23,561 | $2.2M | New |
| IVW iShares S&P 500 Growth ETF | 0.20% | 15,552 | $2.1M | No change |
| WMB Williams Cos Inc. | 0.20% | 28,754 | $2.1M | Reduce -9.2% |
| IWM iShares Russell 2000 ETF | 0.20% | 7,067 | $2.1M | Add +0.0% |
| V Visa Inc. Class A | 0.20% | 6,090 | $2.1M | Add +14.2% |
| COST Costco Wholesale Corp. | 0.19% | 2,180 | $2.0M | Add +2.1% |
| AXP American Express Co. | 0.19% | 6,024 | $2.0M | Add +37.2% |
| XLV SS Health Care Select Sector | 0.19% | 12,841 | $2.0M | Add +45.9% |
| PEP Pepsico Inc. | 0.19% | 15,046 | $2.0M | Add +32.0% |
| AMD Advanced Micro Devices | 0.19% | 3,472 | $2.0M | Add +22.2% |
| ET Energy Transfer LP | 0.18% | 101,747 | $1.9M | No change |
| HIMS Hims & Hers Health Inc. | 0.17% | 51,582 | $1.8M | Reduce -0.1% |
| ITOT iShares Core S&P Total U.S. | 0.17% | 10,867 | $1.8M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 18,477 | $1.8M | Add +55.6% |
| IWD iShares Russell 1000 Value E | 0.16% | 7,257 | $1.8M | No change |
| ABT Abbott Laboratories | 0.16% | 18,704 | $1.7M | Reduce -0.1% |
| MRVL Marvell Technology Inc. | 0.16% | 5,682 | $1.7M | Add +20.4% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 21,044 | $1.6M | No change |
| EFA iShares MSCI Eafe ETF | 0.15% | 15,549 | $1.6M | Add +0.3% |
| HCA HCA Healthcare Inc. | 0.15% | 4,116 | $1.6M | Reduce -0.8% |
| AMGN Amgen Inc. | 0.15% | 4,387 | $1.6M | Reduce -0.2% |
| NSC Norfolk Southern Corp. | 0.15% | 4,984 | $1.6M | Add +1.8% |
| COHR Coherent Corp. | 0.15% | 3,972 | $1.6M | New |
| GWW WW Grainger Inc. | 0.14% | 1,135 | $1.5M | Add +1.0% |
| GEV GE Vernova Inc. | 0.14% | 1,271 | $1.5M | Add +1.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.14% | 19,581 | $1.5M | Reduce -8.6% |
| MRK Merck & Co. Inc. | 0.14% | 11,408 | $1.5M | Add +41.1% |
| IVE iShares S&P 500 Value ETF | 0.14% | 6,482 | $1.5M | No change |
| NVR NVR Inc. | 0.13% | 212 | $1.4M | No change |
| GE General Electric filed as GE AEROSPACE | 0.13% | 3,862 | $1.4M | Add +6.5% |
| BA The Boeing Co. | 0.13% | 6,498 | $1.4M | Add +92.2% |
| MA Mastercard Inc. Class A | 0.13% | 2,654 | $1.4M | Reduce -1.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.13% | 26,741 | $1.4M | Reduce -3.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.13% | 15,000 | $1.4M | No change |
| CAT Caterpillar Inc. | 0.13% | 1,263 | $1.3M | Add +28.5% |
| VTWO Vanguard Russell 2000 ETF | 0.13% | 11,067 | $1.3M | No change |
| ISRG Intuitive Surgical Inc. | 0.13% | 3,374 | $1.3M | Add +4.2% |
| BND Vanguard Total Bond Market | 0.12% | 17,944 | $1.3M | Add +9.1% |
| ORCL Oracle Corp. | 0.12% | 8,946 | $1.3M | Add +14.0% |
Portfolio Sells Q1 2026 → Q2 2026
| QLTY GMO U.S. Quality ETF | Reduce -2.8% | 13.36% | −1.72 |
| IVV iShares Core S&P 500 ETF | Reduce -31.2% | 2.73% | −1.64 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.37 |
| IWB iShares Russell 1000 ETF | Reduce -0.0% | 3.41% | −0.34 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.3% | 2.14% | −0.29 |
| RBLX Roblox Corp. Class A | Reduce -1.7% | 0.43% | −0.15 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.4% | 1.42% | −0.14 |
| GLD SPDR Gold Shares | Reduce -4.3% | 0.26% | −0.14 |
| MELI MercadoLibre Inc. | Reduce -0.1% | 0.30% | −0.09 |
| HCA HCA Healthcare Inc. | Reduce -0.8% | 0.15% | −0.08 |
| WMB Williams Cos Inc. | Reduce -9.2% | 0.20% | −0.07 |
| ABT Abbott Laboratories | Reduce -0.1% | 0.16% | −0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.4% | 0.37% | −0.06 |
| EFX Equifax Inc. | Reduce -0.5% | 0.12% | −0.05 |
| VHT Vanguard Health Care ETF | Reduce -56.1% | 0.03% | −0.04 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.04 |
| GSLC Goldman Activebeta US LC ETF | Reduce -4.5% | 0.23% | −0.04 |
| USEP Innovator U.S. Equity Ultra | Reduce -22.3% | 0.07% | −0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -3.5% | 0.13% | −0.04 |
| FISV Fiserv Inc. | Reduce -43.3% | 0.02% | −0.04 |
| AMGN Amgen Inc. | Reduce -0.2% | 0.15% | −0.03 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -8.6% | 0.14% | −0.03 |
| MRSH Marsh & McLennan Cos | Reduce -35.3% | 0.03% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -1.6% | 0.13% | −0.03 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.03 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −0.03 |
| WTM White Mountains Insurance GP | Reduce -0.4% | 0.09% | −0.03 |
| G Genpact Ltd. | Sold out | 0.00% | −0.03 |
| AKRE Akre Focus ETF | Sold out | 0.00% | −0.03 |
| FFIC Flushing Financial Corp. | Sold out | 0.00% | −0.03 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.03 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.03 |
| PRIM Primoris Services Corp. | Sold out | 0.00% | −0.03 |
| TFC Truist Financial Corp. | Reduce -16.5% | 0.07% | −0.03 |
| NATL NCR Atleos Corp. | Sold out | 0.00% | −0.03 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.02 |
| NNE Nano Nuclear Energy Inc. | Reduce -0.0% | 0.11% | −0.02 |
| ACGL Arch Capital Group Ltd. | Reduce -1.4% | 0.09% | −0.02 |
| TJX TJX Companies Inc. | Reduce -1.3% | 0.06% | −0.02 |
| CRM Salesforce Inc. | Reduce -7.1% | 0.04% | −0.02 |
| TOST Toast Inc. Class A | Reduce -10.7% | 0.06% | −0.02 |
| BX Blackstone Inc. | Reduce -8.5% | 0.06% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -27.4% | 0.05% | −0.02 |
| WM Waste Management Inc. | Reduce -22.6% | 0.03% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -11.2% | 0.04% | −0.02 |
| CME Cme Group Inc. | Reduce -6.9% | 0.02% | −0.02 |
| RGA Reinsurance Group of America | Reduce -5.8% | 0.06% | −0.02 |
| ZS Zscaler Inc. | Reduce -23.5% | 0.03% | −0.02 |
| MKL Markel Group Inc. | Reduce -0.3% | 0.07% | −0.02 |
| IXUS iShares Core Intl Stock ETF | Reduce -4.0% | 0.06% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Add +118.3% | 7.05% | +3.51 |
| MTZ Mastec Inc. | Add +32.2% | 4.83% | +1.26 |
| MU Micron Technology Inc. | Add +335.1% | 0.67% | +0.61 |
| IJR iShares Core S&P Small-Cap E | Add +15.6% | 4.87% | +0.41 |
| AAPL Apple Inc. | Add +22.8% | 4.05% | +0.40 |
| GOOGL Alphabet Inc. Class A | Add +16.6% | 2.21% | +0.29 |
| NVDA Nvidia Corp. | Add +30.6% | 1.39% | +0.22 |
| XLK SS Technology Select Sector | Add +0.0% | 1.83% | +0.22 |
| IEF iShares 7-10 Year Treasury B | New | 0.21% | +0.21 |
| COHR Coherent Corp. | New | 0.15% | +0.15 |
| AMZN Amazon.com Inc. | Add +19.4% | 1.64% | +0.13 |
| INTC Intel Corp. | New | 0.12% | +0.12 |
| AMD Advanced Micro Devices | Add +22.2% | 0.19% | +0.12 |
| AMLP Alerian MLP ETF | New | 0.11% | +0.11 |
| AMAT Applied Materials Inc. | Add +2.4% | 0.27% | +0.11 |
| APH Amphenol Corp. Class A | Add +39.0% | 0.31% | +0.11 |
| LRCX Lam Research Corp. | Add +5.8% | 0.25% | +0.10 |
| MRVL Marvell Technology Inc. | Add +20.4% | 0.16% | +0.10 |
| ASML ASML Holding NV-NY Reg SHS | Add +59.3% | 0.21% | +0.10 |
| VCIT Vanguard Int-Term Corporate | New | 0.10% | +0.10 |
| HD Home Depot Inc. | Add +89.8% | 0.23% | +0.09 |
| AVGO Broadcom Inc. | Add +28.3% | 0.36% | +0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +33.2% | 0.33% | +0.07 |
| TXN Texas Instruments Inc. | Add +134.5% | 0.10% | +0.06 |
| CB Chubb Ltd. | New | 0.06% | +0.06 |
| TDVG T Rowe Price Dividend Growth | New | 0.06% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.7% | 0.44% | +0.06 |
| BA The Boeing Co. | Add +92.2% | 0.13% | +0.05 |
| VXUS Vanguard Total Intl Stock | Add +19.4% | 1.10% | +0.05 |
| LLY Eli Lilly & Co. | Add +21.3% | 0.24% | +0.05 |
| SYK Stryker Corp. | New | 0.05% | +0.05 |
| ADP Automatic Data Processing | Add +181.4% | 0.08% | +0.05 |
| OKTA Okta Inc. | New | 0.05% | +0.05 |
| GLW Corning Inc. | New | 0.05% | +0.05 |
| CAT Caterpillar Inc. | Add +28.5% | 0.13% | +0.04 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.04% | +0.04 |
| SPCX Space Exploration Techn Class A | New | 0.04% | +0.04 |
| KLAC KLA Corp. | Add +17.2% | 0.09% | +0.04 |
| BAC Bank of America Corp. | Add +29.9% | 0.24% | +0.04 |
| DDOG Datadog Inc. Class A | Add +19.6% | 0.08% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +20.7% | 0.08% | +0.04 |
| XLV SS Health Care Select Sector | Add +45.9% | 0.19% | +0.04 |
| CSCO Cisco Systems Inc. | Add +29.5% | 0.10% | +0.04 |
| MGNI Magnite Inc. | New | 0.04% | +0.04 |
| RMBS Rambus Inc. | New | 0.03% | +0.03 |
| AXP American Express Co. | Add +37.2% | 0.19% | +0.03 |
| AFL Aflac Inc. | New | 0.03% | +0.03 |
| JCI Johnson Controls Internation | New | 0.03% | +0.03 |
| QRVO Qorvo Inc. | New | 0.03% | +0.03 |
| DIS The Walt Disney Co. | Add +55.6% | 0.17% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 337 | $1.1B | QLTY, VOO, IJR, MTZ, AAPL |
| Q1 2026 | 279 | $848.2M | QLTY, IJR, IVV, IWB, AAPL |
| Q4 2025 | 288 | $931.0M | QLTY, MTZ, IVV, AAPL, IWB |
| Q3 2025 | 250 | $809.6M | QLTY, MTZ, VERX, IWB, AAPL |
| Q2 2025 | 18 | $6.3M | QLTY, VERX, MTZ, FULT, DFAC |
| Q1 2025 | 432 | $971.6M | MTZ, VERX, JGRW, AAPL, IWB |
| Q4 2024 | 410 | $1.0B | MTZ, VERX, JGRW, AAPL, IWB |
| Q3 2024 | 376 | $923.3M | MTZ, VERX, AAPL, IWB, MSFT |
| Q2 2024 | 327 | $822.5M | MTZ, VERX, AAPL, IWB, MSFT |
| Q1 2024 | 314 | $791.4M | MTZ, VERX, IWB, IVV, AAPL |