Legacy Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), Legacy Advisors, LLC reported 279 stock positions worth $848.2 million. Its top holding was GMO U.S. Quality ETF (QLTY) at 15.1% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 4.5%) and iShares Core S&P 500 ETF (IVV, 4.4%). Compared with Q4 2025, it opened 19 new positions, sold out of 28, added to 91 and reduced 126. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +116%) and the biggest sale Mastec (MTZ, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH MEETING, PA
- CIK
- 0001720969
- Portfolio Value
- $848.2M (Q1 2026)
- SEC Filing
- 0001720969-26-000003 ↗ filed May 5, 2026
Holdings Value
Holdings 279 stocks · $848.2M
| QLTY GMO U.S. Quality ETF | 15.08% | 3,529,734 | $127.9M | Add +1.0% |
| IJR iShares Core S&P Small-Cap E | 4.46% | 304,002 | $37.8M | Add +12.5% |
| IVV iShares Core S&P 500 ETF | 4.37% | 56,722 | $37.1M | Reduce -4.7% |
| IWB iShares Russell 1000 ETF | 3.75% | 89,267 | $31.8M | Reduce -0.0% |
| AAPL Apple Inc. | 3.65% | 121,995 | $31.0M | Reduce -3.6% |
| MTZ Mastec Inc. | 3.56% | 93,953 | $30.2M | Reduce -75.3% |
| VOO Vanguard S&P 500 ETF | 3.55% | 50,360 | $30.1M | Add +116.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.06% | 39,924 | $26.0M | Add +0.1% |
| GQGU GQG US Equity ETF | 3.04% | 958,094 | $25.8M | Add +14.7% |
| IWR iShares Russell Mid-Cap ETF | 2.43% | 212,098 | $20.6M | Add +0.6% |
| META Meta Platforms Inc. Class A | 1.97% | 29,156 | $16.7M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 1.92% | 56,777 | $16.3M | Reduce -3.7% |
| VERX Vertex Inc. Class A | 1.88% | 1,343,779 | $16.0M | Reduce 0.0% |
| XLK SS Technology Select Sector | 1.61% | 102,678 | $13.6M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.56% | 41,256 | $13.2M | Add +7.4% |
| AMZN Amazon.com Inc. | 1.52% | 61,840 | $12.9M | Reduce -0.3% |
| MSFT Microsoft Corp. | 1.42% | 32,547 | $12.0M | Add +2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.32% | 23,291 | $11.2M | Reduce -1.8% |
| NVDA Nvidia Corp. | 1.17% | 57,100 | $10.0M | Reduce -2.6% |
| MDY State Street SPDR S&P Midcap | 1.16% | 15,932 | $9.8M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.15% | 16,852 | $9.7M | Add +2.2% |
| DFAC Dimensional US Core Equity 2 | 1.09% | 238,363 | $9.3M | No change |
| AMTM Amentum Holdings Inc. | 1.07% | 9,064,278 | $9.1M | Reduce -7.6% |
| VXUS Vanguard Total Intl Stock | 1.05% | 115,171 | $8.9M | Reduce -2.1% |
| OEF iShares S&P 100 ETF | 1.03% | 27,418 | $8.7M | No change |
| JNJ Johnson & Johnson | 1.02% | 35,333 | $8.6M | Add +4.9% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.96% | 86,778 | $8.2M | Add +176.8% |
| GOOG Alphabet Inc. Class C | 0.91% | 29,336 | $7.7M | Reduce -0.6% |
| UBER Uber Technologies Inc. | 0.85% | 100,023 | $7.2M | Reduce -0.1% |
| IWF iShares Russell 1000 Growth | 0.80% | 16,011 | $6.8M | Reduce -1.0% |
| BSY Bentley Systems Inc. Class B | 0.80% | 194,325 | $6.8M | Add +0.2% |
| SCHD Schwab US DVD Equity ETF | 0.75% | 207,532 | $6.4M | Add +1.1% |
| FULT Fulton Financial Corp. | 0.67% | 281,104 | $5.7M | No change |
| TSLA Tesla Inc. | 0.62% | 14,250 | $5.3M | Add +3.6% |
| VYM Vanguard High DVD Yield ETF | 0.61% | 34,875 | $5.2M | Add +1.3% |
| JPM JPMorgan Chase & Co. | 0.58% | 16,777 | $4.9M | Reduce -4.2% |
| RBLX Roblox Corp. Class A | 0.58% | 87,118 | $4.9M | Add +1.0% |
| EPD Enterprise Products Partners | 0.53% | 118,229 | $4.5M | Add +0.7% |
| MCD McDonald's Corp. | 0.49% | 13,289 | $4.1M | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.43% | 12,709 | $3.6M | Reduce -4.3% |
| GLD SPDR Gold Shares | 0.40% | 7,786 | $3.4M | Reduce -0.0% |
| ABBV Abbvie Inc. | 0.39% | 15,227 | $3.3M | Reduce -2.7% |
| MELI MercadoLibre Inc. | 0.38% | 1,883 | $3.3M | Add +0.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.38% | 9,544 | $3.2M | Add +5.3% |
| SDY SS SPDR S&P Dividend ETF | 0.37% | 21,570 | $3.1M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 0.37% | 18,389 | $3.1M | Reduce -0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.30% | 9,784 | $2.6M | Reduce -8.5% |
| XLP SS Consumer Staples Sel Sect | 0.30% | 31,241 | $2.6M | Add +9.5% |
| AVGO Broadcom Inc. | 0.29% | 8,025 | $2.5M | Add +7.0% |
| WMB Williams Cos Inc. | 0.27% | 31,652 | $2.3M | Reduce -13.9% |
| GSLC Goldman Activebeta US LC ETF | 0.27% | 18,077 | $2.3M | Add +0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.26% | 5,120 | $2.2M | Add +54.5% |
| COST Costco Wholesale Corp. | 0.25% | 2,136 | $2.1M | Reduce -4.0% |
| HCA HCA Healthcare Inc. | 0.23% | 4,150 | $2.0M | Reduce -0.5% |
| ET Energy Transfer LP | 0.23% | 101,747 | $2.0M | Reduce -6.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.23% | 6,503 | $1.9M | No change |
| ABT Abbott Laboratories | 0.23% | 18,718 | $1.9M | Reduce -4.2% |
| PNC PNC Financial Services Group | 0.22% | 9,108 | $1.9M | Reduce -0.3% |
| PEP Pepsico Inc. | 0.21% | 11,397 | $1.8M | Reduce -0.2% |
| IVW iShares S&P 500 Growth ETF | 0.21% | 15,552 | $1.8M | No change |
| IWM iShares Russell 2000 ETF | 0.21% | 7,066 | $1.8M | Reduce -6.7% |
| APH Amphenol Corp. Class A | 0.20% | 13,685 | $1.7M | Add +0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 34,730 | $1.7M | Reduce -1.7% |
| LLY Eli Lilly & Co. | 0.19% | 1,774 | $1.6M | Reduce -18.2% |
| V Visa Inc. Class A | 0.19% | 5,331 | $1.6M | Reduce -10.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 7,979 | $1.6M | Add +16.1% |
| IWD iShares Russell 1000 Value E | 0.18% | 7,257 | $1.6M | No change |
| ITOT iShares Core S&P Total U.S. | 0.18% | 10,867 | $1.5M | No change |
| AMGN Amgen Inc. | 0.18% | 4,395 | $1.5M | Reduce -1.4% |
| EFA iShares MSCI Eafe ETF | 0.18% | 15,500 | $1.5M | No change |
| ISRG Intuitive Surgical Inc. | 0.18% | 3,237 | $1.5M | Reduce -0.0% |
| CVX Chevron Corp. | 0.17% | 7,162 | $1.5M | Reduce -7.1% |
| NFLX Netflix Inc. | 0.17% | 15,360 | $1.5M | Reduce -0.9% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.17% | 21,431 | $1.5M | Reduce -3.6% |
| EFX Equifax Inc. | 0.17% | 8,041 | $1.4M | Add +1.4% |
| IJH iShares Core S&P Midcap ETF | 0.17% | 21,044 | $1.4M | Add +1.5% |
| NSC Norfolk Southern Corp. | 0.17% | 4,894 | $1.4M | Reduce -0.2% |
| NVR NVR Inc. | 0.16% | 212 | $1.4M | Add +0.5% |
| BABA Alibaba Group Holding-SP ADR | 0.16% | 11,039 | $1.4M | Reduce -0.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.16% | 27,718 | $1.4M | Add +12.0% |
| IVE iShares S&P 500 Value ETF | 0.16% | 6,482 | $1.4M | No change |
| MA Mastercard Inc. Class A | 0.16% | 2,698 | $1.3M | Reduce -8.7% |
| AMAT Applied Materials Inc. | 0.16% | 3,888 | $1.3M | Reduce -2.0% |
| AXP American Express Co. | 0.16% | 4,391 | $1.3M | Add +0.1% |
| IBIT iShares Bitcoin Trust ETF | 0.15% | 34,105 | $1.3M | Add +35.6% |
| XLV SS Health Care Select Sector | 0.15% | 8,803 | $1.3M | Reduce -23.9% |
| SPOT Spotify Technology SA | 0.15% | 2,633 | $1.3M | Add +0.4% |
| LRCX Lam Research Corp. | 0.15% | 5,916 | $1.3M | Reduce -1.2% |
| GWW WW Grainger Inc. | 0.14% | 1,124 | $1.2M | Reduce -0.8% |
| VG Venture Global Inc. Class A | 0.14% | 77,365 | $1.2M | Add +0.1% |
| BND Vanguard Total Bond Market | 0.14% | 16,441 | $1.2M | Add +61.4% |
| HD Home Depot Inc. | 0.14% | 3,607 | $1.2M | Reduce -6.4% |
| ORCL Oracle Corp. | 0.14% | 7,848 | $1.2M | Reduce -7.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 11,873 | $1.1M | Reduce -4.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.13% | 15,000 | $1.1M | No change |
| VTWO Vanguard Russell 2000 ETF | 0.13% | 11,067 | $1.1M | Reduce -1.0% |
| EMR Emerson Electric Co. | 0.13% | 8,446 | $1.1M | Reduce -0.1% |
| GEV GE Vernova Inc. | 0.13% | 1,256 | $1.1M | No change |
| NNE Nano Nuclear Energy Inc. | 0.13% | 53,508 | $1.1M | No change |
| PFS Provident Financial Services | 0.13% | 51,689 | $1.1M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| MTZ Mastec Inc. | Reduce -75.3% | 3.56% | −5.33 |
| CVLC Calvert US L-C CR Resp Index | Sold out | 0.00% | −1.05 |
| VERX Vertex Inc. Class A | Reduce 0.0% | 1.88% | −1.00 |
| BSEP Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.12 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -3.7% | 1.92% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -18.2% | 0.19% | −0.06 |
| HIMS Hims & Hers Health Inc. | Reduce -0.0% | 0.13% | −0.05 |
| AAPL Apple Inc. | Reduce -3.6% | 3.65% | −0.05 |
| ORCL Oracle Corp. | Reduce -7.9% | 0.14% | −0.04 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -41.2% | 0.05% | −0.04 |
| NOW ServiceNow Inc. | Reduce -7.3% | 0.09% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -23.9% | 0.15% | −0.04 |
| ABT Abbott Laboratories | Reduce -4.2% | 0.23% | −0.04 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.04 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.04 |
| CRM Salesforce Inc. | Reduce -17.9% | 0.06% | −0.03 |
| V Visa Inc. Class A | Reduce -10.2% | 0.19% | −0.03 |
| MU Micron Technology Inc. | Reduce -51.1% | 0.06% | −0.03 |
| XLF SS Financial Select Sector | Sold out | 0.00% | −0.03 |
| MTB M & T Bank Corp. | Sold out | 0.00% | −0.03 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -0.1% | 0.85% | −0.03 |
| XBNYX BlackRock New York Muni Inc. | Sold out | 0.00% | −0.03 |
| BX Blackstone Inc. | Reduce -7.7% | 0.08% | −0.03 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.03 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.03 |
| IUSV iShares Core S&P U.S. Value | Sold out | 0.00% | −0.03 |
| CEG Constellation Energy | Sold out | 0.00% | −0.03 |
| USEP Innovator U.S. Equity Ultra | Reduce -24.2% | 0.11% | −0.02 |
| GIB Cgi Inc. | Sold out | 0.00% | −0.02 |
| IUSG iShares Core S&P U.S. Growth | Sold out | 0.00% | −0.02 |
| AGX Argan Inc. | Sold out | 0.00% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -4.2% | 0.58% | −0.02 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.02 |
| CCJ Cameco Corp. | Sold out | 0.00% | −0.02 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.02 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -8.7% | 0.16% | −0.02 |
| VOOG Vanguard S&P 500 Growth ETF | Sold out | 0.00% | −0.02 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.02 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -0.0% | 0.18% | −0.02 |
| ZS Zscaler Inc. | Reduce -2.2% | 0.04% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 1.52% | −0.02 |
| DIS The Walt Disney Co. | Reduce -4.5% | 0.13% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -1.0% | 0.80% | −0.02 |
| DHR Danaher Corp. | Reduce -21.7% | 0.04% | −0.02 |
| IIM Invesco Value Municipal Inco | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| VOO Vanguard S&P 500 ETF | Add +116.0% | 3.55% | +1.98 |
| IJR iShares Core S&P Small-Cap E | Add +12.5% | 4.46% | +0.97 |
| GQGU GQG US Equity ETF | Add +14.7% | 3.04% | +0.82 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +176.8% | 0.96% | +0.66 |
| QLTY GMO U.S. Quality ETF | Add +1.0% | 15.08% | +0.65 |
| JNJ Johnson & Johnson | Add +4.9% | 1.02% | +0.27 |
| IWR iShares Russell Mid-Cap ETF | Add +0.6% | 2.43% | +0.25 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.4% | 1.56% | +0.18 |
| SCHD Schwab US DVD Equity ETF | Add +1.1% | 0.75% | +0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 3.06% | +0.14 |
| MDY State Street SPDR S&P Midcap | Add +0.1% | 1.16% | +0.13 |
| EPD Enterprise Products Partners | Add +0.7% | 0.53% | +0.12 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +54.5% | 0.26% | +0.09 |
| VG Venture Global Inc. Class A | Add +0.1% | 0.14% | +0.09 |
| BSV Vanguard Short-Term Bond ETF | New | 0.09% | +0.09 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.3% | 0.38% | +0.08 |
| VYM Vanguard High DVD Yield ETF | Add +1.3% | 0.61% | +0.08 |
| IXUS iShares Core Intl Stock ETF | New | 0.07% | +0.07 |
| XLP SS Consumer Staples Sel Sect | Add +9.5% | 0.30% | +0.06 |
| BND Vanguard Total Bond Market | Add +61.4% | 0.14% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.2% | 1.15% | +0.06 |
| VIG Vanguard Dividend Apprec ETF | Add +63.0% | 0.10% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +16.1% | 0.18% | +0.04 |
| COWZ Pacer US Cash Cows 100 ETF | New | 0.04% | +0.04 |
| EQIX Equinix Inc. | Add +1.5% | 0.11% | +0.03 |
| MPC Marathon Petroleum Corp. | New | 0.03% | +0.03 |
| ADP Automatic Data Processing | New | 0.03% | +0.03 |
| PAYX Paychex Inc. | New | 0.03% | +0.03 |
| AEM Agnico Eagle Mines Ltd. | New | 0.03% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +12.0% | 0.16% | +0.03 |
| MAR Marriott International Class A | New | 0.03% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +35.0% | 0.08% | +0.03 |
| VST Vistra Corp. | New | 0.03% | +0.03 |
| PRIM Primoris Services Corp. | New | 0.03% | +0.03 |
| NATL NCR Atleos Corp. | New | 0.03% | +0.03 |
| BWXT BWX Technologies Inc. | New | 0.03% | +0.03 |
| AME Ametek Inc. | New | 0.02% | +0.02 |
| TDY Teledyne Technologies Inc. | New | 0.02% | +0.02 |
| PFE Pfizer Inc. | Add +9.9% | 0.09% | +0.02 |
| F Ford Motor Co. | New | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +1.6% | 0.12% | +0.02 |
| CAT Caterpillar Inc. | Add +0.7% | 0.08% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +1.5% | 0.17% | +0.02 |
| VZ Verizon Communications Inc. | Add +7.6% | 0.07% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | Add +35.6% | 0.15% | +0.02 |
| PM Philip Morris International | Add +8.5% | 0.11% | +0.02 |
| NCNO Ncino Inc. | New | 0.02% | +0.02 |
| GE General Electric | Add +15.1% | 0.12% | +0.02 |
| JAAA Janus Henderson Aaa Clo ETF | Add +4.8% | 0.13% | +0.02 |
| TJX TJX Companies Inc. | Add +8.1% | 0.09% | +0.02 |
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 |