EdgeMarket › What Legacy Advisors, Llc reported owning
What Legacy Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
848.2MPositions
279Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| QLTY GMO U.S. Quality ETF | 127.9M | 15.1% | 3.5M | 42.96 | +24.2% |
| IJR iShares Core S&P Small-Cap ETF | 37.8M | 4.5% | 304.0K | 147.31 | +29.0% |
| IVV iShares Core S&P 500 ETF | 37.1M | 4.4% | 56.7K | 769.31 | +20.0% |
| IWB iShares Russell 1000 ETF | 31.8M | 3.8% | 89.3K | 419.69 | +19.8% |
| AAPL Apple Inc. | 31.0M | 3.7% | 122.0K | 309.35 | +36.9% |
| MTZ MASTEC INC | 30.2M | 3.6% | 94.0K | 266.26 | +54.3% |
| VOO Vanguard S&P 500 ETF | 30.1M | 3.5% | 50.4K | 703.71 | +20.0% |
| SPY SPDR S&P 500 ETF TRUST | 26.0M | 3.1% | 39.9K | 765.72 | +20.0% |
| GQGU GQG US Equity ETF | 25.8M | 3.0% | 958.1K | 26.06 | +1.7% |
| IWR iShares Russell Mid-Cap ETF | 20.6M | 2.4% | 212.1K | 113.44 | +20.4% |
| META Meta Platforms, Inc. | 16.7M | 2.0% | 29.2K | 549.90 | -26.5% |
| GOOGL Alphabet Inc. | 16.3M | 1.9% | 56.8K | 344.82 | +73.0% |
| VERX Vertex, Inc. | 16.0M | 1.9% | 1.3M | 13.47 | -46.6% |
| XLK State Street Technology Select Sector SPDR ETF | 13.6M | 1.6% | 102.7K | 183.31 | +41.1% |
| VTI Vanguard Morningstar Total Stock Market ETF | 13.2M | 1.6% | 41.3K | 378.24 | +20.5% |
| AMZN AMAZON COM INC | 12.9M | 1.5% | 61.8K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 12.0M | 1.4% | 32.5K | 483.24 | -4.4% |
| unmapped CUSIP 084670702 | 11.2M | 1.3% | 23.3K | — | — |
| NVDA NVIDIA CORP | 10.0M | 1.2% | 57.1K | 214.72 | +22.4% |
| MDY SPDR S&P MIDCAP 400 ETF TRUST | 9.8M | 1.2% | 15.9K | 699.60 | +20.6% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 9.7M | 1.1% | 16.9K | 713.44 | +26.1% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 9.3M | 1.1% | 238.4K | 45.61 | +22.8% |
| AMTM Amentum Holdings, Inc. | 9.1M | 1.1% | 9.1M | 21.49 | -11.0% |
| VXUS Vanguard Total International Stock ETF | 8.9M | 1.0% | 115.2K | 87.71 | +22.7% |
| OEF iShares S&P 100 Fund | 8.7M | 1.0% | 27.4K | 377.86 | +19.6% |
| JNJ JOHNSON & JOHNSON | 8.6M | 1.0% | 35.3K | 270.24 | +51.1% |
| VYMI Vanguard International High Dividend Yield ETF | 8.2M | 1.0% | 86.8K | 105.25 | +24.5% |
| GOOG Alphabet Inc. | 7.7M | 0.9% | 29.3K | 341.75 | +70.7% |
| UBER Uber Technologies, Inc | 7.2M | 0.8% | 100.0K | 78.80 | -15.9% |
| IWF iShares Russell 1000 Growth Fund | 6.8M | 0.8% | 16.0K | 122.39 | +11.2% |
| BSY BENTLEY SYSTEMS INC | 6.8M | 0.8% | 194.3K | 37.08 | -30.8% |
| SCHD Schwab US Dividend Equity ETF | 6.4M | 0.8% | 207.5K | 35.11 | +27.6% |
| FULT FULTON FINANCIAL CORP | 5.7M | 0.7% | 281.1K | 23.64 | +27.1% |
| TSLA Tesla, Inc. | 5.3M | 0.6% | 14.2K | 362.86 | +12.0% |
| VYM Vanguard High Dividend Yield ETF | 5.2M | 0.6% | 34.9K | 164.97 | +19.9% |
| JPM JPMORGAN CHASE & CO | 4.9M | 0.6% | 16.8K | 351.58 | +20.3% |
| RBLX Roblox Corp | 4.9M | 0.6% | 87.1K | 38.37 | -67.6% |
| EPD ENTERPRISE PRODUCTS PARTNERS L.P. | 4.5M | 0.5% | 118.2K | 38.01 | +20.6% |
| MCD MCDONALDS CORP | 4.1M | 0.5% | 13.3K | 270.95 | -13.5% |
| VO Vanguard Morningstar Mid-Cap ETF | 3.6M | 0.4% | 12.7K | 82.97 | +15.9% |
| GLD SPDR GOLD TRUST | 3.4M | 0.4% | 7.8K | 423.36 | +37.3% |
| ABBV AbbVie Inc. | 3.3M | 0.4% | 15.2K | 264.96 | +26.7% |
| MELI MERCADOLIBRE INC | 3.3M | 0.4% | 1.9K | 1,922.73 | -17.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 3.2M | 0.4% | 9.5K | 418.95 | +83.3% |
| SDY State Street SPDR S&P Dividend ETF | 3.1M | 0.4% | 21.6K | 158.44 | +12.0% |
| XOM ExxonMobil Holdings Corp | 3.1M | 0.4% | 18.4K | 165.11 | +52.1% |
| VB Vanguard Morningstar Small-Cap ETF | 2.6M | 0.3% | 9.8K | 304.76 | +24.4% |
| XLP State Street Consumer Staples Select Sector SP | 2.6M | 0.3% | 31.2K | 85.99 | +3.3% |
| AVGO Broadcom Inc. | 2.5M | 0.3% | 8.0K | 368.45 | +26.5% |
| WMB WILLIAMS COMPANIES, INC. | 2.3M | 0.3% | 31.7K | 70.49 | +23.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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