Legacy Advisors
$1.1B 13F equity value
349 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Legacy Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
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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