Legacy Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Legacy Wealth Advisors, LLC reported 86 stock positions worth $151.5 million. Its top holding was JPMorgan Ultra-Short Income (JPST) at 14.2% of the portfolio, followed by iShares 0-3 Month Treasury B (SGOV, 13.4%) and Berkshire Hathaway Class A (BRK.A, 9.5%).
- Most Recent 13F
- Q2 2026
- Location
- NORTH MIAMI BEACH, FL
- CIK
- 0002111463
- Portfolio Value
- $151.5M (Q4 2025)
- SEC Filing
- 0002111463-26-000001 ↗ filed Feb 17, 2026
Holdings Value
Holdings 86 stocks · $151.5M
| JPST JPMorgan Ultra-Short Income | 14.23% | 426,150 | $21.6M | — |
| SGOV iShares 0-3 Month Treasury B | 13.41% | 202,329 | $20.3M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 9.47% | 19 | $14.3M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.97% | 15,474 | $10.6M | — |
| BUFC AB Conservative Buffer ETF filed as AB ACTIVE ETFS INC | 4.44% | 162,764 | $6.7M | — |
| VTI VG Morningstar TS MKT ETF-US | 3.89% | 17,554 | $5.9M | — |
| AAPL Apple Inc. | 3.24% | 18,038 | $4.9M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.84% | 47,010 | $4.3M | — |
| YEAR AB Ultra Short Income ETF filed as AB ACTIVE ETFS INC | 2.55% | 76,523 | $3.9M | — |
| NVDA Nvidia Corp. | 2.53% | 20,566 | $3.8M | — |
| MSFT Microsoft Corp. | 2.53% | 7,916 | $3.8M | — |
| AMZN Amazon.com Inc. | 2.38% | 15,649 | $3.6M | — |
| SOC Sable Offshore Corp. | 2.16% | 362,273 | $3.3M | — |
| VOO Vanguard S&P 500 ETF | 1.97% | 4,767 | $3.0M | — |
| GOOGL Alphabet Inc. Class A | 1.75% | 8,477 | $2.7M | — |
| BXSL Blackstone Secured Lending F | 1.72% | 98,830 | $2.6M | — |
| SHV iShares 0-1 Year Treasury Bo | 1.24% | 17,029 | $1.9M | — |
| META Meta Platforms Inc. Class A | 1.09% | 2,498 | $1.6M | — |
| DGRO iShares Core Dividend Growth | 1.08% | 23,617 | $1.6M | — |
| ORCL Oracle Corp. | 0.93% | 7,245 | $1.4M | — |
| SCHG Schwab US Large-Cap Growth | 0.92% | 42,866 | $1.4M | — |
| AVGO Broadcom Inc. | 0.86% | 3,761 | $1.3M | — |
| VEA Vanguard Ftse Developed ETF | 0.76% | 18,499 | $1.2M | — |
| FRO Frontline PLC | 0.73% | 50,453 | $1.1M | — |
| XLE SS Energy Select Sector | 0.65% | 22,048 | $986K | — |
| GOOG Alphabet Inc. Class C | 0.65% | 3,121 | $979K | — |
| MTBA Simplify MBS ETF | 0.64% | 19,158 | $966K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 1,879 | $944K | — |
| KBDC Kayne Anderson BDC Inc. | 0.56% | 59,089 | $846K | — |
| TAFI AB Tax Aware Short Dur Muni filed as AB ACTIVE ETFS INC | 0.55% | 33,323 | $840K | — |
| JPM JPMorgan Chase & Co. | 0.49% | 2,317 | $747K | — |
| V Visa Inc. Class A | 0.49% | 2,117 | $742K | — |
| TSLA Tesla Inc. | 0.47% | 1,597 | $718K | — |
| LLY Eli Lilly & Co. | 0.42% | 596 | $641K | — |
| VYM Vanguard High DVD Yield ETF | 0.42% | 4,408 | $633K | — |
| BKSY Blacksky Technology Inc. | 0.39% | 31,827 | $597K | — |
| VOX Vanguard Communication Servi | 0.38% | 2,981 | $577K | — |
| VGT Vanguard Info Tech ETF | 0.38% | 756 | $570K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.36% | 7,434 | $547K | — |
| MA Mastercard Inc. Class A | 0.36% | 952 | $543K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 830 | $510K | — |
| UNH Unitedhealth Group Inc. | 0.31% | 1,416 | $467K | — |
| WMT Walmart Inc. | 0.26% | 3,503 | $390K | — |
| WFC Wells Fargo & Co. | 0.25% | 4,111 | $383K | — |
| BBJP JPMorgan Betabuilders Japan | 0.25% | 5,799 | $382K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.25% | 1,238 | $376K | — |
| JNJ Johnson & Johnson | 0.25% | 1,802 | $373K | — |
| SPEM State Street SP PTF Em ETF | 0.24% | 7,840 | $367K | — |
| XLF SS Financial Select Sector | 0.24% | 6,535 | $358K | — |
| PGR Progressive Corp. | 0.22% | 1,486 | $338K | — |
| ARKK ARK Innovation ETF | 0.22% | 4,250 | $327K | — |
| XOM Exxon Mobil Corp. | 0.21% | 2,636 | $317K | — |
| IWF iShares Russell 1000 Growth | 0.21% | 664 | $314K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.20% | 2,017 | $310K | — |
| IBKR Interactive Brokers Gro Class A | 0.20% | 4,802 | $309K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 2,518 | $286K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.19% | 263 | $281K | — |
| KLAC KLA Corp. | 0.18% | 221 | $269K | — |
| GE General Electric filed as GE AEROSPACE | 0.17% | 850 | $262K | — |
| MPLX MPLX LP | 0.17% | 4,855 | $259K | — |
| LPLA LPL Financial Holdings Inc. | 0.17% | 724 | $259K | — |
| RTX RTX Corp. | 0.17% | 1,404 | $257K | — |
| IEUR iShares Core MSCI Europe ETF | 0.17% | 3,599 | $255K | — |
| GEV GE Vernova Inc. | 0.17% | 391 | $255K | — |
| TXN Texas Instruments Inc. | 0.16% | 1,424 | $247K | — |
| ISRG Intuitive Surgical Inc. | 0.16% | 422 | $239K | — |
| KO The Coca-Cola Co. | 0.16% | 3,417 | $239K | — |
| IWP iShares Russell Mid-Cap Grow | 0.16% | 1,744 | $239K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 4,321 | $238K | — |
| ABT Abbott Laboratories | 0.16% | 1,896 | $238K | — |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.16% | 3,368 | $236K | — |
| CVX Chevron Corp. | 0.16% | 1,548 | $236K | — |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 407 | $236K | — |
| ET Energy Transfer LP | 0.15% | 14,185 | $234K | — |
| NFLX Netflix Inc. | 0.15% | 2,470 | $232K | — |
| HD Home Depot Inc. | 0.15% | 655 | $225K | — |
| ABBV Abbvie Inc. | 0.15% | 970 | $222K | — |
| ALLE Allegion PLC | 0.15% | 1,383 | $220K | — |
| CSCO Cisco Systems Inc. | 0.14% | 2,837 | $219K | — |
| ZWS Zurn Elkay Water Solutions C | 0.14% | 4,566 | $212K | — |
| SCHW Schwab (charles) Corp. | 0.14% | 2,107 | $211K | — |
| QCOM Qualcomm Inc. | 0.14% | 1,201 | $205K | — |
| BBCA JPMorgan Betabuilders Canada | 0.14% | 2,204 | $205K | — |
| EPD Enterprise Products Partners | 0.13% | 6,312 | $202K | — |
| CAT Caterpillar Inc. | 0.13% | 353 | $202K | — |
| NOW ServiceNow Inc. | 0.13% | 1,310 | $201K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.