Legacy Advisors
$1.1B 13F equity value
364 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Legacy Advisors covers the quarter ended September 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 | 3,385,726 | $145M | 13.8% |
| VOO | VANGUARD INDEX FDS | 142,916 | $100M | 9.5% |
| IJR | ISHARES TR | 391,432 | $53M | 5.1% |
| AAPL | APPLE INC | 145,461 | $48M | 4.6% |
| IWB | ISHARES TR | 89,260 | $37M | 3.5% |
| SPY | STATE STR SPDR S&P 500 ETF T | 48,013 | $37M | 3.5% |
| IVV | ISHARES TR | 46,289 | $35M | 3.4% |
| MTZ | MASTEC INC | 147,372 | $31M | 3.0% |
| GQGU | ADVISORS INNER CIRCLE FD III | 1,003,727 | $27M | 2.5% |
| META | META PLATFORMS INC | 32,447 | $24M | 2.2% |
Track Legacy Advisors's 13F portfolio: $1.1B in reported holdings, 364 positions. Top holdings and quarterly changes on SentiSense.
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