Legacy Wealth Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Legacy Wealth Advisors, LLC reported 148 stock positions worth $231.0 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 23.0% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 6.9%) and SS SPDR S&P 500 ETF Trust-US (SPY, 6.7%). Compared with Q1 2026, it opened 46 new positions, sold out of 7, added to 66 and reduced 20. The biggest buy was AB Tax Aware Short Dur Muni (TAFI, shares +295%) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −15%).

Most Recent 13F
Q2 2026
Location
NORTH MIAMI BEACH, FL
CIK
0002111463
Portfolio Value
$231.0M (Q2 2026)
SEC Filing
0002111463-26-000004 ↗ filed Aug 14, 2026

Holdings Value

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

Holdings 148 stocks · $231.0M
SGOV iShares 0-3 Month Treasury B 23.00% 527,772 $53.1M Add +13.0%
JPST JPMorgan Ultra-Short Income 6.86% 313,432 $15.9M Reduce -14.8%
SPY SS SPDR S&P 500 ETF Trust-US 6.66% 20,605 $15.4M Reduce -22.4%
BRK.A Berkshire Hathaway Inc. Class A 6.16% 19 $14.2M No change
AAPL Apple Inc. 3.14% 25,062 $7.3M Add +11.5%
NVDA Nvidia Corp. 3.10% 35,772 $7.2M Add +26.9%
BUFC AB Conservative Buffer ETF filed as AB ACTIVE ETFS INC 2.99% 162,428 $6.9M Reduce -0.1%
VTI VG Morningstar TS MKT ETF-US 2.89% 18,035 $6.7M Reduce -0.6%
AMZN Amazon.com Inc. 2.20% 21,371 $5.1M Add +32.0%
GOOGL Alphabet Inc. Class A 2.19% 14,172 $5.1M Add +37.0%
MSFT Microsoft Corp. 2.13% 13,208 $4.9M Add +29.6%
BIL SS SPDR BB 1-3M T-Bill ETF 1.75% 43,999 $4.0M Reduce -8.6%
TAFI AB Tax Aware Short Dur Muni filed as AB ACTIVE ETFS INC 1.46% 133,481 $3.4M Add +294.9%
VEU Vanguard Ftse All-World Ex-U 1.39% 38,344 $3.2M Add +22.6%
VEA Vanguard Ftse Developed ETF 1.16% 37,590 $2.7M No change
SCHD Schwab US DVD Equity ETF 1.10% 80,500 $2.6M No change
SPCX Space Exploration Techn Class A 1.02% 13,790 $2.4M New
AVGO Broadcom Inc. 1.00% 6,093 $2.3M Add +17.4%
TSLA Tesla Inc. 0.98% 5,369 $2.3M Reduce -3.4%
META Meta Platforms Inc. Class A 0.86% 3,534 $2.0M Add +2.9%
BXSL Blackstone Secured Lending F 0.82% 79,982 $1.9M Add +2.3%
SHV iShares 0-1 Year Treasury Bo 0.81% 17,054 $1.9M Add +0.9%
VOO Vanguard S&P 500 ETF 0.80% 2,697 $1.9M Reduce -22.3%
DGRO iShares Core Dividend Growth 0.77% 23,617 $1.8M No change
MU Micron Technology Inc. 0.68% 1,360 $1.6M Add +45.3%
SCHG Schwab US Large-Cap Growth 0.63% 42,866 $1.5M No change
GOOG Alphabet Inc. Class C 0.62% 4,038 $1.4M Add +36.6%
BRK.B Berkshire Hathaway Inc. Class B 0.56% 2,578 $1.3M Reduce -10.2%
XLE SS Energy Select Sector 0.51% 22,348 $1.2M Add +0.7%
EMOP AB Emrg MRKT Opportuniti ETF filed as AB ACTIVE ETFS INC 0.49% 21,533 $1.1M Add +81.0%
V Visa Inc. Class A 0.47% 3,169 $1.1M Add +15.7%
AMD Advanced Micro Devices 0.46% 1,828 $1.1M New
JPM JPMorgan Chase & Co. 0.45% 3,195 $1.0M Add +13.2%
LLY Eli Lilly & Co. 0.44% 844 $1.0M Add +21.3%
YEAR AB Ultra Short Income ETF filed as AB ACTIVE ETFS INC 0.43% 19,687 $991K Reduce -74.5%
MTBA Simplify MBS ETF 0.41% 19,170 $941K Add +0.0%
BBJP JPMorgan Betabuilders Japan 0.39% 11,889 $895K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.37% 432 $859K Add +17.1%
UNH Unitedhealth Group Inc. 0.37% 2,061 $857K Add +28.4%
AMAT Applied Materials Inc. 0.37% 1,178 $852K Add +25.4%
XOM Exxon Mobil Corp. 0.35% 5,996 $820K Add +37.5%
XLF SS Financial Select Sector 0.35% 15,251 $818K No change
KBDC Kayne Anderson BDC Inc. 0.35% 59,089 $799K No change
QQQ Invesco QQQ Trust Series 1 0.33% 1,030 $758K Add +24.1%
INTC Intel Corp. 0.33% 5,388 $752K New
KLAC KLA Corp. 0.32% 2,443 $737K Add +2.6%
VGT Vanguard Info Tech ETF 0.31% 6,048 $723K No change
TSM Taiwan Semiconductor-SP ADR 0.31% 1,513 $723K Add +2.4%
BAC Bank of America Corp. 0.31% 12,536 $714K Add +43.6%
SOC Sable Offshore Corp. 0.27% 200,350 $617K Add +100.3%
VYM Vanguard High DVD Yield ETF 0.26% 3,871 $612K Reduce -13.0%
WMT Walmart Inc. 0.26% 5,381 $609K Add +38.3%
CSCO Cisco Systems Inc. 0.26% 5,133 $603K Add +72.0%
MA Mastercard Inc. Class A 0.26% 1,173 $602K Add +178.0%
JNJ Johnson & Johnson 0.26% 2,339 $594K Add +44.2%
GEV GE Vernova Inc. 0.26% 505 $593K Add +10.8%
GE General Electric filed as GE AEROSPACE 0.25% 1,529 $571K Add +2.8%
PANW Palo Alto Networks Inc. 0.24% 1,619 $552K New
CAT Caterpillar Inc. 0.22% 467 $497K Add +15.3%
MRK Merck & Co. Inc. 0.21% 3,848 $494K Add +57.5%
PGR Progressive Corp. 0.21% 2,238 $489K Add +56.1%
COST Costco Wholesale Corp. 0.21% 521 $487K Add +29.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.21% 4,930 $475K New
LRCX Lam Research Corp. 0.20% 1,068 $463K Reduce -3.0%
ABBV Abbvie Inc. 0.20% 1,819 $458K Add +22.4%
KO The Coca-Cola Co. 0.20% 5,621 $457K Add +39.7%
BBCA JPMorgan Betabuilders Canada 0.19% 4,499 $447K No change
FWD AB Disruptors ETF filed as AB ACTIVE ETFS INC 0.19% 2,988 $443K New
RTX RTX Corp. 0.19% 2,286 $434K Add +28.0%
IBKR Interactive Brokers Gro Class A 0.18% 4,803 $418K Add +1.0%
SPEM State Street SP PTF Em ETF 0.18% 7,840 $406K No change
LIN Linde PLC 0.18% 780 $405K Add +52.9%
HD Home Depot Inc. 0.17% 1,142 $403K Add +20.6%
VOX Vanguard Communication Servi 0.17% 2,106 $387K Reduce -29.4%
PLTR Palantir Technologies Inc. Class A 0.16% 3,180 $371K Add +37.8%
WFC Wells Fargo & Co. 0.16% 4,474 $370K Add +2.8%
PM Philip Morris International 0.16% 1,988 $360K Add +28.0%
CRWD CrowdStrike Holdings Inc. Class A 0.15% 464 $354K New
MRVL Marvell Technology Inc. 0.15% 1,178 $351K New
APH Amphenol Corp. Class A 0.15% 1,983 $350K New
ARKK ARK Innovation ETF 0.15% 4,250 $343K No change
TXN Texas Instruments Inc. 0.15% 1,145 $341K New
PLD Prologis Inc. 0.15% 2,509 $340K Reduce -5.8%
HWM Howmet Aerospace Inc. 0.15% 1,259 $338K Add +39.6%
TER Teradyne Inc. 0.15% 695 $336K New
MS Morgan Stanley 0.15% 1,606 $336K Add +17.7%
CVX Chevron Corp. 0.14% 2,008 $333K Add +0.5%
STX Seagate Technology Holdings 0.14% 341 $329K New
MO Altria Group Inc. 0.14% 4,520 $325K Add +6.2%
NDSN Nordson Corp. 0.14% 1,070 $323K Add +18.6%
ETN Eaton Corp. PLC 0.14% 757 $323K New
NVS Novartis AG-Sponsored ADR 0.14% 2,043 $320K Add +15.5%
EOG EOG Resources Inc. 0.14% 2,457 $319K Add +68.9%
PG The Procter & Gamble Co. 0.14% 2,169 $318K Add +31.4%
ORCL Oracle Corp. 0.14% 2,143 $314K Reduce -69.3%
BBAX JPMorgan Betabuilders Develo 0.14% 5,240 $314K No change
TDY Teledyne Technologies Inc. 0.13% 467 $311K New
SNDK Sandisk Corp. 0.13% 135 $307K New
CDNS Cadence Design SYS Inc. 0.13% 817 $307K New
ULS Ul Solutions Inc. Class A 0.13% 2,995 $305K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.13% 1,999 $303K Reduce -36.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 1,075 $302K Add +1.2%
ET Energy Transfer LP 0.13% 15,417 $295K Add +8.7%
DE Deere & Co. 0.13% 460 $292K New
C Citigroup Inc. 0.13% 2,063 $289K New
SCHW Schwab (charles) Corp. 0.12% 3,117 $288K Add +32.0%
TMO Thermo Fisher Scientific Inc. 0.12% 568 $285K Reduce -44.5%
COF Capital One Financial Corp. 0.12% 1,411 $283K New
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.12% 3,866 $273K Add +22.4%
SHEL Shell PLC-ADR 0.12% 3,506 $272K Reduce -2.7%
IEUR iShares Core MSCI Europe ETF 0.12% 3,599 $271K No change
MET Metlife Inc. 0.12% 3,168 $268K New
NOC Northrop Grumman Corp. 0.12% 525 $267K Add +13.4%
MCHP Microchip Technology Inc. 0.11% 2,870 $262K New
MPLX MPLX LP 0.11% 4,627 $261K Reduce -4.7%
ZWS Zurn Elkay Water Solutions C 0.11% 5,045 $255K Add +9.8%
DELL Dell Technologies -C 0.11% 585 $252K New
ANET Arista Networks Inc. 0.11% 1,478 $251K New
SYF Synchrony Financial 0.11% 3,288 $250K Add +5.6%
EBAY eBay Inc. 0.11% 2,220 $248K Reduce -15.0%
TDG Transdigm Group Inc. 0.11% 186 $248K New
URI United Rentals Inc. 0.11% 217 $246K New
SPGI S&P Global Inc. 0.10% 595 $242K Add +9.8%
AMGN Amgen Inc. 0.10% 664 $240K Add +11.2%
AXP American Express Co. 0.10% 709 $240K New
VRTX Vertex Pharmaceuticals Inc. 0.10% 481 $239K New
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.10% 2,512 $239K New
ABT Abbott Laboratories 0.10% 2,584 $234K Add +30.8%
MSI Motorola Solutions Inc. 0.10% 564 $234K New
VZ Verizon Communications Inc. 0.10% 5,484 $232K New
EPD Enterprise Products Partners 0.10% 6,312 $232K No change
RBC RBC Bearings Inc. 0.10% 358 $231K New
CARR Carrier Global Corp. 0.10% 3,113 $228K New
CSX CSX Corp. 0.10% 4,746 $226K New
GM General Motors Co. 0.10% 2,898 $223K New
SYK Stryker Corp. 0.10% 706 $222K New
SUN Sunoco LP 0.10% 3,284 $222K No change
AZN Astrazeneca PLC 0.09% 1,172 $219K Reduce -21.6%
TMUS T-Mobile US Inc. 0.09% 1,303 $219K New
AEP American Electric Power 0.09% 1,594 $218K New
NET Cloudflare Inc. Class A 0.09% 879 $216K New
ZBRA Zebra Technologies Corp. Class A 0.09% 811 $214K New
BA The Boeing Co. 0.09% 975 $211K New
NEE Nextera Energy Inc. 0.09% 2,356 $207K New
QCOM Qualcomm Inc. 0.09% 1,099 $203K New
WDC Western Digital Corp. 0.09% 315 $201K New
HLN Haleon PLC-ADR 0.04% 10,943 $102K New
LYG Lloyds Banking Group PLC-ADR 0.03% 13,569 $79K New

Portfolio Sells Q1 2026 → Q2 2026
JPST JPMorgan Ultra-Short Income Reduce -14.8% 6.86% −2.64
SPY SS SPDR S&P 500 ETF Trust-US Reduce -22.4% 6.66% −2.15
YEAR AB Ultra Short Income ETF Reduce -74.5% 0.43% −1.56
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -8.6% 1.75% −0.51
ORCL Oracle Corp. Reduce -69.3% 0.14% −0.39
BUFC AB Conservative Buffer ETF Reduce -0.1% 2.99% −0.38
VOO Vanguard S&P 500 ETF Reduce -22.3% 0.80% −0.26
NFLX Netflix Inc. Sold out 0.00% −0.17
NKE Nike Inc. Class B Sold out 0.00% −0.17
HON Honeywell International Inc. Sold out 0.00% −0.15
BRK.B Berkshire Hathaway Inc. Class B Reduce -10.2% 0.56% −0.14
TMO Thermo Fisher Scientific Inc. Reduce -44.5% 0.12% −0.13
BKSY Blacksky Technology Inc. Sold out 0.00% −0.13
ISRG Intuitive Surgical Inc. Sold out 0.00% −0.12
TJX TJX Companies Inc. Reduce -36.0% 0.13% −0.12
HCA HCA Healthcare Inc. Sold out 0.00% −0.12
CRM Salesforce Inc. Sold out 0.00% −0.11
VOX Vanguard Communication Servi Reduce -29.4% 0.17% −0.11
VTI VG Morningstar TS MKT ETF-US Reduce -0.6% 2.89% −0.08
TSLA Tesla Inc. Reduce -3.4% 0.98% −0.08
VYM Vanguard High DVD Yield ETF Reduce -13.0% 0.26% −0.07
SHEL Shell PLC-ADR Reduce -2.7% 0.12% −0.05
AZN Astrazeneca PLC Reduce -21.6% 0.09% −0.05
PLD Prologis Inc. Reduce -5.8% 0.15% −0.03
MPLX MPLX LP Reduce -4.7% 0.11% −0.03
EBAY eBay Inc. Reduce -15.0% 0.11% −0.01
LRCX Lam Research Corp. Reduce -3.0% 0.20% +0.08

Portfolio Buys Q1 2026 → Q2 2026
TAFI AB Tax Aware Short Dur Muni Add +294.9% 1.46% +1.02
SPCX Space Exploration Techn Class A New 1.02% +1.02
GOOGL Alphabet Inc. Class A Add +37.0% 2.19% +0.67
NVDA Nvidia Corp. Add +26.9% 3.10% +0.59
MU Micron Technology Inc. Add +45.3% 0.68% +0.52
AMZN Amazon.com Inc. Add +32.0% 2.20% +0.48
AMD Advanced Micro Devices New 0.46% +0.46
INTC Intel Corp. New 0.33% +0.33
PANW Palo Alto Networks Inc. New 0.24% +0.24
AAPL Apple Inc. Add +11.5% 3.14% +0.23
EMOP AB Emrg MRKT Opportuniti ETF Add +81.0% 0.49% +0.22
MSFT Microsoft Corp. Add +29.6% 2.13% +0.21
DIS The Walt Disney Co. New 0.21% +0.21
AMAT Applied Materials Inc. Add +25.4% 0.37% +0.20
FWD AB Disruptors ETF New 0.19% +0.19
VEU Vanguard Ftse All-World Ex-U Add +22.6% 1.39% +0.19
GOOG Alphabet Inc. Class C Add +36.6% 0.62% +0.18
AVGO Broadcom Inc. Add +17.4% 1.00% +0.18
CRWD CrowdStrike Holdings Inc. Class A New 0.15% +0.15
MA Mastercard Inc. Class A Add +178.0% 0.26% +0.15
MRVL Marvell Technology Inc. New 0.15% +0.15
APH Amphenol Corp. Class A New 0.15% +0.15
UNH Unitedhealth Group Inc. Add +28.4% 0.37% +0.15
TXN Texas Instruments Inc. New 0.15% +0.15
TER Teradyne Inc. New 0.15% +0.15
CSCO Cisco Systems Inc. Add +72.0% 0.26% +0.14
STX Seagate Technology Holdings New 0.14% +0.14
KLAC KLA Corp. Add +2.6% 0.32% +0.14
ETN Eaton Corp. PLC New 0.14% +0.14
TDY Teledyne Technologies Inc. New 0.13% +0.13
SNDK Sandisk Corp. New 0.13% +0.13
CDNS Cadence Design SYS Inc. New 0.13% +0.13
ULS Ul Solutions Inc. Class A New 0.13% +0.13
DE Deere & Co. New 0.13% +0.13
C Citigroup Inc. New 0.13% +0.13
ASML ASML Holding NV-NY Reg SHS Add +17.1% 0.37% +0.12
COF Capital One Financial Corp. New 0.12% +0.12
MET Metlife Inc. New 0.12% +0.12
MCHP Microchip Technology Inc. New 0.11% +0.11
LLY Eli Lilly & Co. Add +21.3% 0.44% +0.11
DELL Dell Technologies -C New 0.11% +0.11
ANET Arista Networks Inc. New 0.11% +0.11
TDG Transdigm Group Inc. New 0.11% +0.11
URI United Rentals Inc. New 0.11% +0.11
AXP American Express Co. New 0.10% +0.10
HSBC HSBC Holdings PLC-Spons ADR New 0.10% +0.10
VRTX Vertex Pharmaceuticals Inc. New 0.10% +0.10
MSI Motorola Solutions Inc. New 0.10% +0.10
VZ Verizon Communications Inc. New 0.10% +0.10
RBC RBC Bearings Inc. New 0.10% +0.10

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