Legacy Wealth Advisors, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), Legacy Wealth Advisors, LLC reported 109 stock positions worth $196.0 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 24.0% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 9.5%) and SS SPDR S&P 500 ETF Trust-US (SPY, 8.8%). Compared with Q4 2025, it opened 32 new positions, sold out of 9, added to 50 and reduced 14. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +131%) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −14%).

Most Recent 13F
Q2 2026
Location
NORTH MIAMI BEACH, FL
CIK
0002111463
Portfolio Value
$196.0M (Q1 2026)
SEC Filing
0002111463-26-000003 ↗ filed May 6, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2025: $151.5M Q4 2025 Q1 2026: $196.0M $196.0M Q1 2026 Q2 2026: $231.0M Q2 2026

Holdings 109 stocks · $196.0M
SGOV iShares 0-3 Month Treasury B 24.00% 467,180 $47.0M Add +130.9%
JPST JPMorgan Ultra-Short Income 9.50% 367,719 $18.6M Reduce -13.7%
SPY SS SPDR S&P 500 ETF Trust-US 8.81% 26,549 $17.3M Add +71.6%
BRK.A Berkshire Hathaway Inc. Class A 6.96% 19 $13.6M No change
BUFC AB Conservative Buffer ETF filed as AB ACTIVE ETFS INC 3.37% 162,596 $6.6M Reduce -0.1%
VTI VG Morningstar TS MKT ETF-US 2.97% 18,144 $5.8M Add +3.4%
AAPL Apple Inc. 2.91% 22,483 $5.7M Add +24.6%
NVDA Nvidia Corp. 2.51% 28,199 $4.9M Add +37.1%
BIL SS SPDR BB 1-3M T-Bill ETF 2.25% 48,129 $4.4M Add +2.4%
YEAR AB Ultra Short Income ETF filed as AB ACTIVE ETFS INC 1.99% 77,283 $3.9M Add +1.0%
MSFT Microsoft Corp. 1.93% 10,192 $3.8M Add +28.8%
AMZN Amazon.com Inc. 1.72% 16,184 $3.4M Add +3.4%
GOOGL Alphabet Inc. Class A 1.52% 10,344 $3.0M Add +22.0%
SCHD Schwab US DVD Equity ETF 1.26% 80,500 $2.5M New
VEA Vanguard Ftse Developed ETF 1.23% 37,590 $2.4M Add +103.2%
VEU Vanguard Ftse All-World Ex-U 1.20% 31,289 $2.3M Add +320.9%
VOO Vanguard S&P 500 ETF 1.06% 3,469 $2.1M Reduce -27.2%
TSLA Tesla Inc. 1.05% 5,558 $2.1M Add +248.0%
META Meta Platforms Inc. Class A 1.00% 3,436 $2.0M Add +37.5%
SHV iShares 0-1 Year Treasury Bo 0.95% 16,903 $1.9M Reduce -0.7%
BXSL Blackstone Secured Lending F 0.95% 78,207 $1.9M Reduce -20.9%
DGRO iShares Core Dividend Growth 0.85% 23,617 $1.7M No change
SOC Sable Offshore Corp. 0.84% 100,000 $1.7M Reduce -72.4%
AVGO Broadcom Inc. 0.82% 5,188 $1.6M Add +37.9%
BRK.B Berkshire Hathaway Inc. Class B 0.70% 2,870 $1.4M Add +52.7%
XLE SS Energy Select Sector 0.69% 22,190 $1.4M Add +0.6%
SCHG Schwab US Large-Cap Growth 0.64% 42,866 $1.2M No change
ORCL Oracle Corp. 0.52% 6,985 $1.0M Reduce -3.6%
MTBA Simplify MBS ETF 0.48% 19,164 $948K Add +0.0%
TAFI AB Tax Aware Short Dur Muni filed as AB ACTIVE ETFS INC 0.43% 33,799 $851K Add +1.4%
GOOG Alphabet Inc. Class C 0.43% 2,955 $848K Reduce -5.3%
JPM JPMorgan Chase & Co. 0.42% 2,823 $830K Add +21.8%
V Visa Inc. Class A 0.42% 2,738 $828K Add +29.3%
BBJP JPMorgan Betabuilders Japan 0.42% 11,889 $819K Add +105.0%
KBDC Kayne Anderson BDC Inc. 0.41% 59,089 $811K No change
XLF SS Financial Select Sector 0.38% 15,251 $753K Add +133.4%
XOM Exxon Mobil Corp. 0.38% 4,362 $740K Add +65.5%
VYM Vanguard High DVD Yield ETF 0.34% 4,449 $659K Add +0.9%
LLY Eli Lilly & Co. 0.33% 696 $640K Add +16.8%
VOX Vanguard Communication Servi 0.27% 2,981 $536K No change
VGT Vanguard Info Tech ETF 0.27% 756 $527K No change
EMOP AB Emrg MRKT Opportuniti ETF filed as AB ACTIVE ETFS INC 0.27% 11,897 $521K New
TMO Thermo Fisher Scientific Inc. 0.26% 1,023 $503K Add +151.3%
TSM Taiwan Semiconductor-SP ADR 0.25% 1,478 $499K Add +19.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.25% 3,122 $499K Add +54.8%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.25% 369 $487K Add +40.3%
WMT Walmart Inc. 0.25% 3,892 $484K Add +11.1%
QQQ Invesco QQQ Trust Series 1 0.24% 830 $479K No change
UNH Unitedhealth Group Inc. 0.22% 1,605 $434K Add +13.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.22% 8,732 $426K Add +102.1%
BBCA JPMorgan Betabuilders Canada 0.22% 4,499 $423K Add +104.1%
GE General Electric filed as GE AEROSPACE 0.22% 1,487 $422K Add +74.9%
CVX Chevron Corp. 0.21% 1,998 $413K Add +29.1%
COST Costco Wholesale Corp. 0.20% 403 $402K New
GEV GE Vernova Inc. 0.20% 456 $398K Add +16.6%
JNJ Johnson & Johnson 0.20% 1,622 $396K Reduce -10.0%
SPEM State Street SP PTF Em ETF 0.19% 7,840 $368K No change
PLD Prologis Inc. 0.18% 2,664 $352K New
KLAC KLA Corp. 0.18% 238 $350K Add +7.7%
WFC Wells Fargo & Co. 0.18% 4,352 $346K Add +5.9%
RTX RTX Corp. 0.18% 1,786 $345K Add +27.2%
PLTR Palantir Technologies Inc. Class A 0.17% 2,308 $338K New
NFLX Netflix Inc. 0.17% 3,488 $335K Add +41.2%
SHEL Shell PLC-ADR 0.17% 3,604 $335K New
NKE Nike Inc. Class B 0.17% 6,125 $324K New
ABBV Abbvie Inc. 0.16% 1,486 $323K Add +53.2%
AMAT Applied Materials Inc. 0.16% 939 $321K New
IBKR Interactive Brokers Gro Class A 0.16% 4,754 $319K Reduce -1.0%
MU Micron Technology Inc. 0.16% 936 $316K New
NOC Northrop Grumman Corp. 0.16% 463 $316K New
BBAX JPMorgan Betabuilders Develo 0.16% 5,240 $312K New
HD Home Depot Inc. 0.16% 947 $311K Add +44.6%
KO The Coca-Cola Co. 0.16% 4,023 $306K Add +17.7%
MRK Merck & Co. Inc. 0.15% 2,443 $294K New
AZN Astrazeneca PLC 0.15% 1,494 $289K New
ARKK ARK Innovation ETF 0.15% 4,250 $287K No change
CAT Caterpillar Inc. 0.15% 405 $287K Add +14.7%
HON Honeywell International Inc. 0.15% 1,258 $284K New
PGR Progressive Corp. 0.15% 1,434 $284K Reduce -3.5%
MO Altria Group Inc. 0.14% 4,255 $281K New
MPLX MPLX LP 0.14% 4,855 $277K No change
ET Energy Transfer LP 0.14% 14,185 $274K No change
NVS Novartis AG-Sponsored ADR 0.14% 1,769 $270K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 1,062 $257K New
PM Philip Morris International 0.13% 1,553 $257K New
IEUR iShares Core MSCI Europe ETF 0.13% 3,599 $253K No change
LIN Linde PLC 0.13% 510 $253K New
BKSY Blacksky Technology Inc. 0.13% 10,000 $252K Reduce -68.6%
ISRG Intuitive Surgical Inc. 0.12% 529 $244K Add +25.4%
NDSN Nordson Corp. 0.12% 902 $240K New
EPD Enterprise Products Partners 0.12% 6,312 $239K No change
PG The Procter & Gamble Co. 0.12% 1,651 $238K New
EBAY eBay Inc. 0.12% 2,611 $238K New
LRCX Lam Research Corp. 0.12% 1,101 $235K New
CSCO Cisco Systems Inc. 0.12% 2,984 $232K Add +5.2%
SPGI S&P Global Inc. 0.12% 542 $231K New
HCA HCA Healthcare Inc. 0.12% 482 $228K New
MS Morgan Stanley 0.11% 1,365 $225K New
SCHW Schwab (charles) Corp. 0.11% 2,361 $222K Add +12.1%
SUN Sunoco LP 0.11% 3,284 $213K New

Show all 109 holdings

Portfolio Sells Q4 2025 → Q1 2026
JPST JPMorgan Ultra-Short Income Reduce -13.7% 9.50% −4.74
SOC Sable Offshore Corp. Reduce -72.4% 0.84% −1.31
BUFC AB Conservative Buffer ETF Reduce -0.1% 3.37% −1.07
VOO Vanguard S&P 500 ETF Reduce -27.2% 1.06% −0.92
BXSL Blackstone Secured Lending F Reduce -20.9% 0.95% −0.77
FRO Frontline PLC Sold out 0.00% −0.73
ORCL Oracle Corp. Reduce -3.6% 0.52% −0.41
SHV iShares 0-1 Year Treasury Bo Reduce -0.7% 0.95% −0.29
BKSY Blacksky Technology Inc. Reduce -68.6% 0.13% −0.27
MA Mastercard Inc. Class A Reduce -55.7% 0.11% −0.25
GOOG Alphabet Inc. Class C Reduce -5.3% 0.43% −0.21
IWF iShares Russell 1000 Growth Sold out 0.00% −0.21
DIS The Walt Disney Co. Sold out 0.00% −0.19
LPLA LPL Financial Holdings Inc. Sold out 0.00% −0.17
TXN Texas Instruments Inc. Sold out 0.00% −0.16
IWP iShares Russell Mid-Cap Grow Sold out 0.00% −0.16
ALLE Allegion PLC Sold out 0.00% −0.15
QCOM Qualcomm Inc. Sold out 0.00% −0.14
NOW ServiceNow Inc. Sold out 0.00% −0.13
PGR Progressive Corp. Reduce -3.5% 0.15% −0.08
WRB WR Berkley Corp. Reduce -6.2% 0.11% −0.05
JNJ Johnson & Johnson Reduce -10.0% 0.20% −0.04
IBKR Interactive Brokers Gro Class A Reduce -1.0% 0.16% −0.04

Portfolio Buys Q4 2025 → Q1 2026
SGOV iShares 0-3 Month Treasury B Add +130.9% 24.00% +10.59
SPY SS SPDR S&P 500 ETF Trust-US Add +71.6% 8.81% +1.84
SCHD Schwab US DVD Equity ETF New 1.26% +1.26
VEU Vanguard Ftse All-World Ex-U Add +320.9% 1.20% +0.84
TSLA Tesla Inc. Add +248.0% 1.05% +0.58
VEA Vanguard Ftse Developed ETF Add +103.2% 1.23% +0.47
EMOP AB Emrg MRKT Opportuniti ETF New 0.27% +0.27
COST Costco Wholesale Corp. New 0.20% +0.20
PLD Prologis Inc. New 0.18% +0.18
PLTR Palantir Technologies Inc. Class A New 0.17% +0.17
SHEL Shell PLC-ADR New 0.17% +0.17
XOM Exxon Mobil Corp. Add +65.5% 0.38% +0.17
BBJP JPMorgan Betabuilders Japan Add +105.0% 0.42% +0.17
NKE Nike Inc. Class B New 0.17% +0.17
AMAT Applied Materials Inc. New 0.16% +0.16
MU Micron Technology Inc. New 0.16% +0.16
NOC Northrop Grumman Corp. New 0.16% +0.16
BBAX JPMorgan Betabuilders Develo New 0.16% +0.16
MRK Merck & Co. Inc. New 0.15% +0.15
XLF SS Financial Select Sector Add +133.4% 0.38% +0.15
AZN Astrazeneca PLC New 0.15% +0.15
HON Honeywell International Inc. New 0.15% +0.15
MO Altria Group Inc. New 0.14% +0.14
NVS Novartis AG-Sponsored ADR New 0.14% +0.14
IBM Intl Business Machines Corp. New 0.13% +0.13
PM Philip Morris International New 0.13% +0.13
LIN Linde PLC New 0.13% +0.13
NDSN Nordson Corp. New 0.12% +0.12
PG The Procter & Gamble Co. New 0.12% +0.12
EBAY eBay Inc. New 0.12% +0.12
LRCX Lam Research Corp. New 0.12% +0.12
SPGI S&P Global Inc. New 0.12% +0.12
HCA HCA Healthcare Inc. New 0.12% +0.12
MS Morgan Stanley New 0.11% +0.11
SUN Sunoco LP New 0.11% +0.11
CRM Salesforce Inc. New 0.11% +0.11
SYF Synchrony Financial New 0.11% +0.11
EOG EOG Resources Inc. New 0.11% +0.11
AMGN Amgen Inc. New 0.11% +0.11
HWM Howmet Aerospace Inc. New 0.11% +0.11
TMO Thermo Fisher Scientific Inc. Add +151.3% 0.26% +0.10
BBCA JPMorgan Betabuilders Canada Add +104.1% 0.22% +0.08
BRK.B Berkshire Hathaway Inc. Class B Add +52.7% 0.70% +0.08
ASML ASML Holding NV-NY Reg SHS Add +40.3% 0.25% +0.06
BAC Bank of America Corp. Add +102.1% 0.22% +0.06
CVX Chevron Corp. Add +29.1% 0.21% +0.06
TJX TJX Companies Inc. Add +54.8% 0.25% +0.05
XLE SS Energy Select Sector Add +0.6% 0.69% +0.04
GE General Electric Add +74.9% 0.22% +0.04
GEV GE Vernova Inc. Add +16.6% 0.20% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 148$231.0MSGOV, JPST, SPY, BRK.A, AAPL
Q1 2026 109$196.0MSGOV, JPST, SPY, BRK.A, BUFC
Q4 2025 86$151.5MJPST, SGOV, BRK.A, SPY, BUFC