Legacy Wealth Advisors, LLC 13F Holdings · Q2 2026
Legacy Wealth Advisors, LLC reported 148 securities worth $231.04M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SGOV (23.00%), JPST (6.86%), SPY (6.66%). Among its top 25 positions this quarter: 1 new, 13 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $53.1M | 23.00% | 527,772 | Added |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $15.9M | 6.86% | 313,432 | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $15.4M | 6.66% | 20,605 | Trimmed |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $14.2M | 6.16% | 19 | Hold |
| 5 | AAPL | APPLE INC | $7.3M | 3.14% | 25,062 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $7.2M | 3.10% | 35,772 | Added |
| 7 | BUFC | AB ACTIVE ETFS INC | $6.9M | 2.99% | 162,428 | Trimmed |
| 8 | VTI | VANGUARD INDEX FDS | $6.7M | 2.89% | 18,035 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $5.1M | 2.20% | 21,371 | Added |
| 10 | GOOGL | ALPHABET INC | $5.1M | 2.19% | 14,172 | Added |
| 11 | MSFT | MICROSOFT CORP | $4.9M | 2.13% | 13,208 | Added |
| 12 | BIL | SPDR SERIES TRUST | $4.0M | 1.75% | 43,999 | Trimmed |
| 13 | TAFI | AB ACTIVE ETFS INC | $3.4M | 1.46% | 133,481 | Added |
| 14 | VEU | VANGUARD INTL EQUITY INDEX F | $3.2M | 1.39% | 38,344 | Added |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $2.7M | 1.16% | 37,590 | Hold |
| 16 | SCHD | SCHWAB STRATEGIC TR | $2.6M | 1.10% | 80,500 | Hold |
| 17 | SPCX | SPACE EXPLORATION TECHN CORP | $2.4M | 1.02% | 13,790 | New |
| 18 | AVGO | BROADCOM INC | $2.3M | 1.00% | 6,093 | Added |
| 19 | TSLA | TESLA INC | $2.3M | 0.98% | 5,369 | Trimmed |
| 20 | META | META PLATFORMS INC | $2.0M | 0.86% | 3,534 | Added |
| 21 | BXSL | BLACKSTONE SECD LENDING FD | $1.9M | 0.82% | 79,982 | Added |
| 22 | SHV | ISHARES TR | $1.9M | 0.81% | 17,054 | Added |
| 23 | VOO | VANGUARD INDEX FDS | $1.9M | 0.80% | 2,697 | Trimmed |
| 24 | DGRO | ISHARES TR | $1.8M | 0.77% | 23,617 | Hold |
| 25 | MU | MICRON TECHNOLOGY INC | $1.6M | 0.68% | 1,360 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR