Legacy Advisors
$1.1B 13F equity value
349 Holdings
Latest filing 2026-06-30
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| QLTY | GMO ETF TRUST | 3,431,467 | $143M | 13.4% |
| VOO | VANGUARD INDEX FDS | 109,960 | $76M | 7.1% |
| IJR | ISHARES TR | 351,532 | $52M | 4.9% |
| MTZ | MASTEC INC | 124,181 | $52M | 4.8% |
| AAPL | APPLE INC | 149,777 | $43M | 4.0% |
| IWB | ISHARES TR | 89,260 | $37M | 3.4% |
| SPY | STATE STR SPDR S&P 500 ETF T | 42,276 | $32M | 2.9% |
| IVV | ISHARES TR | 39,008 | $29M | 2.7% |
| GQGU | ADVISORS INNER CIRCLE FD III | 958,503 | $24M | 2.3% |
| GOOGL | ALPHABET INC | 66,230 | $24M | 2.2% |
Track Legacy Advisors's 13F portfolio: $1.1B in reported holdings, 349 positions. Top holdings and quarterly changes on SentiSense.
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