§ 13F · FUND PROFILE
Legacy Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $6.3T (13F)Positions · 18Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$33.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QLTY | GMO ETF TRUST | 3.49M | $134.4T | 14.4% | +11% |
| 2 | MTZ | MASTEC INC | 381K | $82.8T | 8.9% | ±0% |
| 3 | IVV | ISHARES TR | 59K | $40.7T | 4.4% | +55% |
| 4 | AAPL | APPLE INC | 127K | $34.4T | 3.7% | +8% |
| 5 | IWB | ISHARES TR | 89K | $33.4T | 3.6% | ±0% |
| 6 | IJR | ISHARES TR | 270K | $32.5T | 3.5% | +20% |
| 7 | SPY | SPDR S&P 500 ETF TR | 40K | $27.2T | 2.9% | +1% |
| 8 | VERX | VERTEX INC | 1.34M | $26.8T | 2.9% | ±0% |
| 9 | GQGU | ADVISORS INNER CIRCLE FD III | 835K | $20.7T | 2.2% | +524% |
| 10 | IWR | ISHARES TR | 211K | $20.3T | 2.2% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Advisors, LLC is a Other fund managing $6329.6 trillion in assets. The fund runs a focused portfolio of just 18 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed