Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TR0-3 MTH TREASURY | 0-3 MTH TREASURY | $53.1M | 23.0% |
| J P Morgan Exchange Traded FULTRA SHRT ETF | ULTRA SHRT ETF | $15.9M | 6.9% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $15.4M | 6.7% |
| Berkshire Hathaway Inc. DelCL A | CL A | $14.2M | 6.2% |
| Apple Inc.COM | COM | $7.25M | 3.1% |
| Nvidia CorporationCOM | COM | $7.16M | 3.1% |
| AB Active ETFS Inc.CONSERVATIVE | CONSERVATIVE | $6.91M | 3.0% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $6.67M | 2.9% |
| Amazon Com Inc.COM | COM | $5.09M | 2.2% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $5.06M | 2.2% |
| Microsoft Corp.COM | COM | $4.93M | 2.1% |
| SPDR Series TrustST STR BLO 1 ETF | ST STR BLO 1 ETF | $4.03M | 1.7% |
| AB Active ETFS Inc.TAX AWARE SHRT | TAX AWARE SHRT | $3.37M | 1.5% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $3.21M | 1.4% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $2.68M | 1.2% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $2.55M | 1.1% |
| Space Exploration Techn Corp.CLASS A COM STK | CLASS A COM STK | $2.36M | 1.0% |
| Broadcom Inc.COM | COM | $2.3M | 1.0% |
| Tesla Inc.COM | COM | $2.26M | 1.0% |
| Meta Platforms Inc.CL A | CL A | $1.99M | 0.9% |
| Blackstone Secd Lending FDCOMMON STOCK | COMMON STOCK | $1.9M | 0.8% |
| iShares TRTRUST ISHARE 0-1 | TRUST ISHARE 0-1 | $1.88M | 0.8% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $1.85M | 0.8% |
| iShares TRCORE DIV GRWTH | CORE DIV GRWTH | $1.79M | 0.8% |
| Micron Technology Inc.COM | COM | $1.57M | 0.7% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $1.45M | 0.6% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $1.43M | 0.6% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $1.29M | 0.6% |
| Select Sector SPDR TRST STR ENERG ETF | ST STR ENERG ETF | $1.19M | 0.5% |
| AB Active ETFS Inc.EMER MKTS OP ETF | EMER MKTS OP ETF | $1.12M | 0.5% |
| Visa Inc.COM CL A | COM CL A | $1.09M | 0.5% |
| Advanced Micro Devices Inc.COM | COM | $1.06M | 0.5% |
| JPMORGAN Chase & COCOM | COM | $1.05M | 0.5% |
| Eli Lilly & COCOM | COM | $1.01M | 0.4% |
| AB Active ETFS Inc.ULTRA SHORT INCM | ULTRA SHORT INCM | $991K | 0.4% |
| Simplify Exchange Traded FunMBS ETF | MBS ETF | $941K | 0.4% |
| J P Morgan Exchange Traded FBETABULDRS JAPAN | BETABULDRS JAPAN | $895K | 0.4% |
| ASML Hldg NVN Y REGISTRY SHS | N Y REGISTRY SHS | $859K | 0.4% |
| Unitedhealth Group Inc.COM | COM | $857K | 0.4% |
| Applied Matls Inc.COM | COM | $852K | 0.4% |
| Exxon Mobil Corp.COM | COM | $820K | 0.4% |
| Select Sector SPDR TRST STR FINL ETF | ST STR FINL ETF | $818K | 0.4% |
| Kayne Anderson Bdc Inc.COM SHS | COM SHS | $799K | 0.3% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $758K | 0.3% |
| Intel Corp.COM | COM | $752K | 0.3% |
| KLA Corp.COM NEW | COM NEW | $737K | 0.3% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $723K | 0.3% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $723K | 0.3% |
| Bank OF Amer Corp.COM | COM | $714K | 0.3% |
| Sable Offshore Corp.COM SHS | COM SHS | $617K | 0.3% |
iShares TR0-3 MTH TREASURY$53.1M
- Class
- 0-3 MTH TREASURY
- Share
- 23.0%
J P Morgan Exchange Traded FULTRA SHRT ETF$15.9M
- Class
- ULTRA SHRT ETF
- Share
- 6.9%
State Str SPDR S&P 500 ETF TTR UNIT$15.4M
- Class
- TR UNIT
- Share
- 6.7%
Berkshire Hathaway Inc. DelCL A$14.2M
- Class
- CL A
- Share
- 6.2%
Apple Inc.COM$7.25M
- Class
- COM
- Share
- 3.1%
Nvidia CorporationCOM$7.16M
- Class
- COM
- Share
- 3.1%
AB Active ETFS Inc.CONSERVATIVE$6.91M
- Class
- CONSERVATIVE
- Share
- 3.0%
Vanguard Index FdsTOTAL STK MKT$6.67M
- Class
- TOTAL STK MKT
- Share
- 2.9%
Amazon Com Inc.COM$5.09M
- Class
- COM
- Share
- 2.2%
Alphabet Inc.CAP STK CL A$5.06M
- Class
- CAP STK CL A
- Share
- 2.2%
Microsoft Corp.COM$4.93M
- Class
- COM
- Share
- 2.1%
SPDR Series TrustST STR BLO 1 ETF$4.03M
- Class
- ST STR BLO 1 ETF
- Share
- 1.7%
AB Active ETFS Inc.TAX AWARE SHRT$3.37M
- Class
- TAX AWARE SHRT
- Share
- 1.5%
Vanguard Intl Equity Index FALLWRLD EX US$3.21M
- Class
- ALLWRLD EX US
- Share
- 1.4%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$2.68M
- Class
- VAN FTSE DEV MKT
- Share
- 1.2%
Schwab Strategic TRUS DIVIDEND EQ$2.55M
- Class
- US DIVIDEND EQ
- Share
- 1.1%
Space Exploration Techn Corp.CLASS A COM STK$2.36M
- Class
- CLASS A COM STK
- Share
- 1.0%
Broadcom Inc.COM$2.3M
- Class
- COM
- Share
- 1.0%
Tesla Inc.COM$2.26M
- Class
- COM
- Share
- 1.0%
Meta Platforms Inc.CL A$1.99M
- Class
- CL A
- Share
- 0.9%
Blackstone Secd Lending FDCOMMON STOCK$1.9M
- Class
- COMMON STOCK
- Share
- 0.8%
iShares TRTRUST ISHARE 0-1$1.88M
- Class
- TRUST ISHARE 0-1
- Share
- 0.8%
Vanguard Index FdsS&P 500 ETF SHS$1.85M
- Class
- S&P 500 ETF SHS
- Share
- 0.8%
iShares TRCORE DIV GRWTH$1.79M
- Class
- CORE DIV GRWTH
- Share
- 0.8%
Micron Technology Inc.COM$1.57M
- Class
- COM
- Share
- 0.7%
Schwab Strategic TRUS LCAP GR ETF$1.45M
- Class
- US LCAP GR ETF
- Share
- 0.6%
Alphabet Inc.CAP STK CL C$1.43M
- Class
- CAP STK CL C
- Share
- 0.6%
Berkshire Hathaway Inc. DelCL B NEW$1.29M
- Class
- CL B NEW
- Share
- 0.6%
Select Sector SPDR TRST STR ENERG ETF$1.19M
- Class
- ST STR ENERG ETF
- Share
- 0.5%
AB Active ETFS Inc.EMER MKTS OP ETF$1.12M
- Class
- EMER MKTS OP ETF
- Share
- 0.5%
Visa Inc.COM CL A$1.09M
- Class
- COM CL A
- Share
- 0.5%
Advanced Micro Devices Inc.COM$1.06M
- Class
- COM
- Share
- 0.5%
JPMORGAN Chase & COCOM$1.05M
- Class
- COM
- Share
- 0.5%
Eli Lilly & COCOM$1.01M
- Class
- COM
- Share
- 0.4%
AB Active ETFS Inc.ULTRA SHORT INCM$991K
- Class
- ULTRA SHORT INCM
- Share
- 0.4%
Simplify Exchange Traded FunMBS ETF$941K
- Class
- MBS ETF
- Share
- 0.4%
J P Morgan Exchange Traded FBETABULDRS JAPAN$895K
- Class
- BETABULDRS JAPAN
- Share
- 0.4%
ASML Hldg NVN Y REGISTRY SHS$859K
- Class
- N Y REGISTRY SHS
- Share
- 0.4%
Unitedhealth Group Inc.COM$857K
- Class
- COM
- Share
- 0.4%
Applied Matls Inc.COM$852K
- Class
- COM
- Share
- 0.4%
Exxon Mobil Corp.COM$820K
- Class
- COM
- Share
- 0.4%
Select Sector SPDR TRST STR FINL ETF$818K
- Class
- ST STR FINL ETF
- Share
- 0.4%
Kayne Anderson Bdc Inc.COM SHS$799K
- Class
- COM SHS
- Share
- 0.3%
Invesco Qqq TRUNIT SER 1$758K
- Class
- UNIT SER 1
- Share
- 0.3%
Intel Corp.COM$752K
- Class
- COM
- Share
- 0.3%
KLA Corp.COM NEW$737K
- Class
- COM NEW
- Share
- 0.3%
Vanguard World FDINF TECH ETF$723K
- Class
- INF TECH ETF
- Share
- 0.3%
Taiwan Semiconductor ManufacSPONSORED ADS$723K
- Class
- SPONSORED ADS
- Share
- 0.3%
Bank OF Amer Corp.COM$714K
- Class
- COM
- Share
- 0.3%
Sable Offshore Corp.COM SHS$617K
- Class
- COM SHS
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 148 positions by value, with holdings of the same security combined. The 148 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2111463
- File number
- 028-26469
- Options
- 0 call, 0 put
- In the 25 largest
- 75.9%
- Prior quarter
- $196M at 31 March 2026
- Positions opened
- 46
- Positions closed
- 7
Common questions
What are Legacy Wealth Advisors’ 13F holdings worth?
$231 million across 148 positions for the quarter ended 30 June 2026.
What is Legacy Wealth Advisors’ largest 13F holding?
ISHARES TR (0-3 MTH TREASURY) was the largest position at $53.1 million, or 23.0% of reported 13F value, as of 30 June 2026.
How concentrated is Legacy Wealth Advisors’ 13F portfolio?
The ten largest positions accounted for 59.2% of reported value and the twenty-five largest for 75.9%, across 148 positions as of 30 June 2026.
Does Form 13F show everything Legacy Wealth Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Legacy Wealth Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.