Legacy Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Legacy Advisors, LLC reported 250 stock positions worth $809.6 million. Its top holding was GMO U.S. Quality ETF (QLTY) at 14.1% of the portfolio, followed by Mastec (MTZ, 10.0%) and Vertex Class A (VERX, 4.1%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH MEETING, PA
- CIK
- 0001720969
- Portfolio Value
- $809.6M (Q3 2025)
- SEC Filing
- 0001720969-25-000003 ↗ filed Nov 13, 2025
Holdings Value
Holdings 250 stocks · $809.6M
| QLTY GMO U.S. Quality ETF | 14.09% | 3,145,815 | $114.1M | — |
| MTZ Mastec Inc. | 10.01% | 380,708 | $81.0M | — |
| VERX Vertex Inc. Class A | 4.11% | 1,343,779 | $33.3M | — |
| IWB iShares Russell 1000 ETF | 4.04% | 89,578 | $32.7M | — |
| AAPL Apple Inc. | 3.69% | 117,259 | $29.9M | — |
| IJR iShares Core S&P Small-Cap E | 3.30% | 224,564 | $26.7M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.26% | 39,675 | $26.4M | — |
| IVV iShares Core S&P 500 ETF | 3.18% | 38,412 | $25.7M | — |
| IWR iShares Russell Mid-Cap ETF | 2.59% | 216,908 | $20.9M | — |
| META Meta Platforms Inc. Class A | 2.52% | 27,831 | $20.4M | — |
| MSFT Microsoft Corp. | 1.79% | 27,962 | $14.5M | — |
| XLK SS Technology Select Sector | 1.79% | 51,325 | $14.5M | — |
| GOOGL Alphabet Inc. Class A | 1.67% | 55,470 | $13.5M | — |
| AMZN Amazon.com Inc. | 1.54% | 56,658 | $12.4M | — |
| RBLX Roblox Corp. Class A | 1.48% | 86,239 | $11.9M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.38% | 22,228 | $11.2M | — |
| VOO Vanguard S&P 500 ETF | 1.32% | 17,385 | $10.7M | — |
| MDY State Street SPDR S&P Midcap | 1.26% | 17,097 | $10.2M | — |
| BSY Bentley Systems Inc. Class B | 1.23% | 193,998 | $10.0M | — |
| UBER Uber Technologies Inc. | 1.20% | 99,573 | $9.8M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.19% | 16,089 | $9.7M | — |
| OEF iShares S&P 100 ETF | 1.14% | 27,708 | $9.2M | — |
| DFAC Dimensional US Core Equity 2 | 1.14% | 238,363 | $9.2M | — |
| NVDA Nvidia Corp. | 1.02% | 44,383 | $8.3M | — |
| IWF iShares Russell 1000 Growth | 1.01% | 17,538 | $8.2M | — |
| JNJ Johnson & Johnson | 0.74% | 32,336 | $6.0M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.69% | 16,975 | $5.6M | — |
| SCHD Schwab US DVD Equity ETF | 0.69% | 204,531 | $5.6M | — |
| GOOG Alphabet Inc. Class C | 0.68% | 24,952 | $5.5M | — |
| FULT Fulton Financial Corp. | 0.65% | 281,104 | $5.2M | — |
| TSLA Tesla Inc. | 0.65% | 11,761 | $5.2M | — |
| JPM JPMorgan Chase & Co. | 0.62% | 15,931 | $5.0M | — |
| VYM Vanguard High DVD Yield ETF | 0.60% | 34,446 | $4.9M | — |
| GLD SPDR Gold Shares | 0.59% | 13,333 | $4.7M | — |
| MELI MercadoLibre Inc. | 0.54% | 1,859 | $4.3M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.49% | 13,524 | $4.0M | — |
| MCD McDonald's Corp. | 0.49% | 12,959 | $3.9M | — |
| EPD Enterprise Products Partners | 0.45% | 116,454 | $3.6M | — |
| ABBV Abbvie Inc. | 0.42% | 14,701 | $3.4M | — |
| GQGU GQG US Equity ETF | 0.42% | 133,806 | $3.4M | — |
| VXUS Vanguard Total Intl Stock | 0.41% | 45,436 | $3.3M | — |
| SDY SS SPDR S&P Dividend ETF | 0.39% | 22,300 | $3.1M | — |
| HIMS Hims & Hers Health Inc. | 0.36% | 51,600 | $2.9M | — |
| VYMI Vanguard Int High DVD YLD Inc. | 0.33% | 31,351 | $2.7M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.30% | 9,644 | $2.5M | — |
| WMB Williams Cos Inc. | 0.30% | 38,274 | $2.4M | — |
| ABT Abbott Laboratories | 0.30% | 18,066 | $2.4M | — |
| GSLC Goldman Activebeta US LC ETF | 0.29% | 17,673 | $2.3M | — |
| XLP SS Consumer Staples Sel Sect | 0.28% | 28,522 | $2.2M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 7,788 | $2.2M | — |
| NNE Nano Nuclear Energy Inc. | 0.25% | 53,508 | $2.1M | — |
| EFX Equifax Inc. | 0.25% | 7,893 | $2.0M | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.25% | 6,503 | $2.0M | — |
| ORCL Oracle Corp. | 0.25% | 7,075 | $2.0M | — |
| COST Costco Wholesale Corp. | 0.25% | 2,149 | $2.0M | — |
| XOM Exxon Mobil Corp. | 0.24% | 17,516 | $2.0M | — |
| BABA Alibaba Group Holding-SP ADR | 0.24% | 10,696 | $1.9M | — |
| IVW iShares S&P 500 Growth ETF | 0.23% | 15,552 | $1.9M | — |
| AVGO Broadcom Inc. | 0.23% | 5,569 | $1.8M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 15,851 | $1.8M | — |
| SPOT Spotify Technology SA | 0.22% | 2,594 | $1.8M | — |
| PNC PNC Financial Services Group | 0.22% | 8,908 | $1.8M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 34,208 | $1.8M | — |
| ET Energy Transfer LP | 0.22% | 101,747 | $1.7M | — |
| HCA HCA Healthcare Inc. | 0.21% | 4,057 | $1.7M | — |
| IWM iShares Russell 2000 ETF | 0.21% | 7,138 | $1.7M | — |
| V Visa Inc. Class A | 0.21% | 4,991 | $1.7M | — |
| NVR NVR Inc. | 0.21% | 211 | $1.7M | — |
| IWD iShares Russell 1000 Value E | 0.20% | 7,964 | $1.6M | — |
| APH Amphenol Corp. Class A | 0.20% | 12,891 | $1.6M | — |
| ITOT iShares Core S&P Total U.S. | 0.20% | 10,867 | $1.6M | — |
| NFLX Netflix Inc. | 0.19% | 1,309 | $1.6M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 3,210 | $1.5M | — |
| PEP Pepsico Inc. | 0.18% | 10,469 | $1.5M | — |
| NSC Norfolk Southern Corp. | 0.18% | 4,850 | $1.5M | — |
| MA Mastercard Inc. Class A | 0.18% | 2,511 | $1.4M | — |
| EFA iShares MSCI Eafe ETF | 0.17% | 15,155 | $1.4M | — |
| HD Home Depot Inc. | 0.17% | 3,472 | $1.4M | — |
| NOW ServiceNow Inc. | 0.17% | 1,521 | $1.4M | — |
| LLY Eli Lilly & Co. | 0.17% | 1,796 | $1.4M | — |
| ISRG Intuitive Surgical Inc. | 0.17% | 3,061 | $1.4M | — |
| XLV SS Health Care Select Sector | 0.17% | 9,731 | $1.4M | — |
| IVE iShares S&P 500 Value ETF | 0.17% | 6,482 | $1.3M | — |
| VTWO Vanguard Russell 2000 ETF | 0.16% | 13,375 | $1.3M | — |
| IJH iShares Core S&P Midcap ETF | 0.16% | 19,994 | $1.3M | — |
| AXP American Express Co. | 0.15% | 3,720 | $1.2M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.15% | 6,413 | $1.2M | — |
| AMGN Amgen Inc. | 0.15% | 4,248 | $1.2M | — |
| JAAA Janus Henderson Aaa Clo ETF | 0.15% | 23,533 | $1.2M | — |
| CNO Cno Financial Group Inc. | 0.14% | 28,968 | $1.1M | — |
| SPHQ Invesco S&P 500 Quality ETF | 0.14% | 15,000 | $1.1M | — |
| VG Venture Global Inc. Class A | 0.14% | 77,091 | $1.1M | — |
| FISV Fiserv Inc. | 0.13% | 8,403 | $1.1M | — |
| EMR Emerson Electric Co. | 0.13% | 8,207 | $1.1M | — |
| CMCSA Comcast Corp. Class A | 0.13% | 34,132 | $1.1M | — |
| BX Blackstone Inc. | 0.13% | 6,214 | $1.1M | — |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.13% | 1,108 | $1.1M | — |
| PFS Provident Financial Services | 0.12% | 51,668 | $996K | — |
| CVX Chevron Corp. | 0.12% | 6,170 | $958K | — |
| GCOR Goldman Sachs Access US Agg | 0.12% | 22,762 | $951K | — |
| TFC Truist Financial Corp. | 0.11% | 20,323 | $929K | — |
| VGT Vanguard Info Tech ETF | 0.11% | 1,204 | $899K | — |
| OKLO Oklo Inc. | 0.11% | 8,003 | $893K | — |
| NJR New Jersey Resources Corp. | 0.11% | 17,873 | $869K | — |
| TOST Toast Inc. Class A | 0.11% | 23,472 | $857K | — |
| ACGL Arch Capital Group Ltd. | 0.11% | 9,439 | $856K | — |
| PG The Procter & Gamble Co. | 0.10% | 5,497 | $845K | — |
| ULTA Ulta Beauty Inc. | 0.10% | 1,525 | $834K | — |
| BND Vanguard Total Bond Market | 0.10% | 10,796 | $803K | — |
| ZS Zscaler Inc. | 0.10% | 2,600 | $779K | — |
| MRSH Marsh & McLennan Cos | 0.10% | 3,851 | $776K | — |
| GIL Gildan Activewear Inc. | 0.09% | 13,289 | $768K | — |
| BA The Boeing Co. | 0.09% | 3,543 | $765K | — |
| DLR Digital Realty Trust Inc. | 0.09% | 4,401 | $761K | — |
| WTM White Mountains Insurance GP | 0.09% | 450 | $752K | — |
| CMPR Cimpress PLC | 0.09% | 11,903 | $750K | — |
| GE General Electric filed as GE AEROSPACE | 0.09% | 2,493 | $750K | — |
| LRCX Lam Research Corp. | 0.09% | 5,540 | $743K | — |
| PM Philip Morris International | 0.09% | 4,563 | $740K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 2,567 | $724K | — |
| SNPS Synopsys Inc. | 0.09% | 1,468 | $724K | — |
| AMAT Applied Materials Inc. | 0.09% | 3,437 | $704K | — |
| MKL Markel Group Inc. | 0.09% | 368 | $703K | — |
| EQIX Equinix Inc. | 0.08% | 876 | $686K | — |
| SBUX Starbucks Corp. | 0.08% | 8,072 | $683K | — |
| PHR Phreesia Inc. | 0.08% | 29,010 | $682K | — |
| PFE Pfizer Inc. | 0.08% | 26,773 | $682K | — |
| CRM Salesforce Inc. | 0.08% | 2,753 | $654K | — |
| RGA Reinsurance Group of America | 0.08% | 3,305 | $635K | — |
| EZU iShares MSCI Eurozone ETF | 0.08% | 9,996 | $619K | — |
| MRK Merck & Co. Inc. | 0.08% | 7,290 | $618K | — |
| IWN iShares Russell 2000 Value E | 0.07% | 3,363 | $595K | — |
| HON Honeywell International Inc. | 0.07% | 2,807 | $591K | — |
| EW Edwards Lifesciences Corp. | 0.07% | 7,460 | $580K | — |
| IWP iShares Russell Mid-Cap Grow | 0.07% | 4,008 | $571K | — |
| BDX Becton Dickinson and Co. | 0.07% | 3,007 | $563K | — |
| GS Goldman Sachs Group Inc. | 0.07% | 704 | $561K | — |
| CI The Cigna Group | 0.07% | 1,931 | $557K | — |
| GTLB Gitlab Inc. Class A | 0.07% | 12,335 | $556K | — |
| VHT Vanguard Health Care ETF | 0.07% | 2,141 | $556K | — |
| HBAN Huntington Bancshares Inc. | 0.07% | 31,800 | $554K | — |
| CDNS Cadence Design SYS Inc. | 0.07% | 1,556 | $547K | — |
| STBA S & T Bancorp Inc. | 0.07% | 14,502 | $545K | — |
| DE Deere & Co. | 0.07% | 1,189 | $544K | — |
| ETN Eaton Corp. PLC | 0.07% | 1,406 | $526K | — |
| GEV GE Vernova Inc. | 0.06% | 838 | $516K | — |
| QUAL iShares MSCI USA Quality Fac | 0.06% | 2,597 | $505K | — |
| URA Global X Uranium ETF | 0.06% | 10,438 | $498K | — |
| WMT Walmart Inc. | 0.06% | 4,786 | $493K | — |
| ENVA Enova International Inc. | 0.06% | 4,263 | $491K | — |
| AMT American Tower Corp. | 0.06% | 2,500 | $481K | — |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 2,200 | $477K | — |
| SMR Nuscale Power Corp. | 0.06% | 13,140 | $473K | — |
| MPLX MPLX LP | 0.06% | 9,275 | $463K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.06% | 474 | $459K | — |
| CAT Caterpillar Inc. | 0.06% | 953 | $455K | — |
| VGK Vanguard Ftse Europe ETF | 0.06% | 5,677 | $453K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.06% | 3,111 | $450K | — |
| WFC Wells Fargo & Co. | 0.06% | 5,360 | $449K | — |
| USB US Bancorp | 0.06% | 9,174 | $448K | — |
| FICO Fair Isaac Corp. | 0.05% | 297 | $444K | — |
| DHR Danaher Corp. | 0.05% | 2,230 | $442K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.05% | 9,475 | $439K | — |
| NML Neuberger Energy Infrastruct | 0.05% | 50,000 | $436K | — |
| ORLY O'reilly Automotive Inc. | 0.05% | 3,969 | $428K | — |
| MU Micron Technology Inc. | 0.05% | 2,528 | $423K | — |
| KMB Kimberly-Clark Corp. | 0.05% | 3,345 | $420K | — |
| UNP Union Pacific Corp. | 0.05% | 1,776 | $420K | — |
| IGM iShares Expanded Tech Sector | 0.05% | 3,300 | $416K | — |
| CTVA Corteva Inc. | 0.05% | 6,131 | $415K | — |
| UPS United Parcel Service Class B | 0.05% | 4,962 | $414K | — |
| WM Waste Management Inc. | 0.05% | 1,841 | $407K | — |
| MRVL Marvell Technology Inc. | 0.05% | 4,800 | $404K | — |
| HUBS HubSpot Inc. | 0.05% | 862 | $403K | — |
| APD Air Products & Chemicals Inc. | 0.05% | 1,466 | $400K | — |
| RTX RTX Corp. | 0.05% | 2,369 | $396K | — |
| PEG Public Service Enterprise GP | 0.05% | 4,737 | $395K | — |
| ICLR Icon PLC | 0.05% | 2,200 | $385K | — |
| GSIE Goldman Sachs Activebeta Int | 0.05% | 9,285 | $384K | — |
| DDOG Datadog Inc. Class A | 0.05% | 2,600 | $370K | — |
| GIGB Goldman Sachs Inv GRD Corp. | 0.04% | 7,806 | $364K | — |
| QGRW Wisdomtree US Quality Growth | 0.04% | 6,225 | $357K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.04% | 713 | $350K | — |
| MCO Moody's Corp. | 0.04% | 730 | $348K | — |
| RSP Invesco S&P 500 Equal Weight | 0.04% | 1,832 | $348K | — |
| MS Morgan Stanley | 0.04% | 2,184 | $347K | — |
| SCHX Schwab US Large-Cap ETF | 0.04% | 13,135 | $346K | — |
| KO The Coca-Cola Co. | 0.04% | 5,156 | $345K | — |
| UNH Unitedhealth Group Inc. | 0.04% | 992 | $343K | — |
| AMD Advanced Micro Devices | 0.04% | 2,108 | $341K | — |
| CPRT Copart Inc. | 0.04% | 7,547 | $339K | — |
| CSCO Cisco Systems Inc. | 0.04% | 4,872 | $333K | — |
| KKR KKR & Co. Inc. | 0.04% | 2,543 | $330K | — |
| IYM iShares U.S. Basic Materials | 0.04% | 2,172 | $322K | — |
| PANW Palo Alto Networks Inc. | 0.04% | 1,572 | $320K | — |
| BMY Bristol-Myers Squibb Co. | 0.04% | 7,027 | $317K | — |
| VRSK Verisk Analytics Inc. | 0.04% | 1,247 | $314K | — |
| WDAY Workday Inc. Class A | 0.04% | 1,285 | $309K | — |
| VOOG Vanguard S&P 500 Growth ETF | 0.04% | 704 | $307K | — |
| PPL PPL Corp. | 0.04% | 8,141 | $305K | — |
| GM General Motors Co. | 0.04% | 4,926 | $300K | — |
| INTU Intuit Inc. | 0.04% | 435 | $297K | — |
| STZ Constellation Brands Inc. Class A | 0.04% | 2,150 | $290K | — |
| FLUT Flutter Entertainment PLC-Di | 0.04% | 1,130 | $287K | — |
| VZ Verizon Communications Inc. | 0.04% | 6,529 | $287K | — |
| ACWX iShares MSCI Acwi Ex US ETF | 0.04% | 4,407 | $286K | — |
| IXN iShares Global Tech ETF | 0.03% | 2,700 | $279K | — |
| KLAC KLA Corp. | 0.03% | 254 | $274K | — |
| CRWV Coreweave Inc. Class A | 0.03% | 2,000 | $274K | — |
| DVY iShares Select Dividend ETF | 0.03% | 1,924 | $273K | — |
| G Genpact Ltd. | 0.03% | 6,500 | $272K | — |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.03% | 1,350 | $267K | — |
| IWV iShares Russell 3000 ETF | 0.03% | 703 | $266K | — |
| CME Cme Group Inc. | 0.03% | 978 | $264K | — |
| VFH Vanguard Financials ETF | 0.03% | 2,005 | $263K | — |
| VFC VF Corp. | 0.03% | 18,064 | $261K | — |
| CEG Constellation Energy | 0.03% | 784 | $258K | — |
| GTIP Goldman Sachs Access Inflati | 0.03% | 5,003 | $250K | — |
| CVS CVS Health Corp. | 0.03% | 3,300 | $249K | — |
| QCOM Qualcomm Inc. | 0.03% | 1,487 | $247K | — |
| GEM Goldman Sachs Activebeta Em | 0.03% | 6,005 | $245K | — |
| VNQ Vanguard Real Estate ETF | 0.03% | 2,646 | $242K | — |
| IWS iShares Russell Mid-Cap Valu | 0.03% | 1,680 | $235K | — |
| LIN Linde PLC | 0.03% | 493 | $234K | — |
| IWO iShares Russell 2000 Growth | 0.03% | 727 | $233K | — |
| NCNO Ncino Inc. | 0.03% | 8,432 | $229K | — |
| SHOP Shopify Inc. Class A | 0.03% | 1,533 | $228K | — |
| GSEU Goldman Activebta Eur Eq ETF | 0.03% | 5,210 | $227K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.03% | 1,085 | $227K | — |
| PLTR Palantir Technologies Inc. Class A | 0.03% | 1,238 | $226K | — |
| FFIC Flushing Financial Corp. | 0.03% | 16,000 | $221K | — |
| CAH Cardinal Health Inc. | 0.03% | 1,397 | $219K | — |
| AIG American International Group | 0.03% | 2,766 | $217K | — |
| PRIM Primoris Services Corp. | 0.03% | 1,566 | $215K | — |
| TXN Texas Instruments Inc. | 0.03% | 1,164 | $214K | — |
| TM Toyota Motor Corp. -Spon ADR | 0.03% | 1,118 | $214K | — |
| BKU Bankunited Inc. | 0.03% | 5,400 | $206K | — |
| VGLT Vanguard Long-Term Treasury | 0.03% | 3,614 | $205K | — |
| IXC iShares Global Energy ETF | 0.03% | 4,915 | $205K | — |
| VLUE iShares MSCI USA Value Facto | 0.03% | 1,623 | $203K | — |
| BN Brookfield Corp. | 0.03% | 2,949 | $202K | — |
| CFG Citizens Financial Group | 0.03% | 3,800 | $202K | — |
| TMUS T-Mobile US Inc. | 0.02% | 843 | $202K | — |
| STLA Stellantis NV | 0.02% | 16,000 | $149K | — |
| EVLV Evolv Technologies Holdings | 0.01% | 10,670 | $81K | — |
| PPSI Pioneer Power Solutions Inc. | 0.01% | 16,025 | $69K | — |
| SEED Origin Agritech Ltd. | 0.01% | 41,542 | $50K | — |
| SANG Sangoma Technologies Corp. | 0.01% | 10,000 | $50K | — |
| NPWR Net Power Inc. | 0.01% | 16,393 | $49K | — |
| NINEQ Nine Energy Service Inc. | 0.00% | 29,042 | $18K | — |
Options reported separately and not counted above: TSLA calls ($224K), UNH puts ($1K).
Portfolio Sells Q3 2025
No earlier filing to compare with.
Portfolio Buys Q3 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 |