Legacy Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Legacy Advisors, LLC reported 18 stock positions worth $6.3 million. Its top holding was GMO U.S. Quality ETF (QLTY) at 41.1% of the portfolio, followed by Vertex Class A (VERX, 21.2%) and Mastec (MTZ, 10.2%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH MEETING, PA
- CIK
- 0001720969
- Portfolio Value
- $6.3M (Q2 2025)
- SEC Filing
- 0001085146-25-004647 ↗ filed Aug 7, 2025
Holdings Value
Holdings 18 stocks · $6.3M
| QLTY GMO U.S. Quality ETF | 41.13% | 89,183 | $2.6M | — |
| VERX Vertex Inc. Class A | 21.23% | 47,482 | $1.3M | — |
| MTZ Mastec Inc. | 10.17% | 109,695 | $644K | — |
| FULT Fulton Financial Corp. | 4.44% | 5,071 | $281K | — |
| DFAC Dimensional US Core Equity 2 | 3.77% | 8,543 | $238K | — |
| IWR iShares Russell Mid-Cap ETF | 3.54% | 20,593 | $224K | — |
| IJR iShares Core S&P Small-Cap E | 3.51% | 24,304 | $222K | — |
| BSY Bentley Systems Inc. Class B | 3.06% | 10,458 | $194K | — |
| AAPL Apple Inc. | 1.87% | 24,312 | $118K | — |
| UBER Uber Technologies Inc. | 1.73% | 10,188 | $109K | — |
| IWB iShares Russell 1000 ETF | 1.42% | 30,467 | $90K | — |
| AMZN Amazon.com Inc. | 0.90% | 12,511 | $57K | — |
| XLK SS Technology Select Sector | 0.81% | 12,995 | $51K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.63% | 24,517 | $40K | — |
| IVV iShares Core S&P 500 ETF | 0.61% | 24,030 | $39K | — |
| META Meta Platforms Inc. Class A | 0.44% | 20,693 | $28K | — |
| MSFT Microsoft Corp. | 0.39% | 12,310 | $25K | — |
| VOO Vanguard S&P 500 ETF | 0.36% | 12,896 | $23K | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.
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 |