§ 13F · FUND PROFILE
Legacy Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $810M (13F)Positions · 252Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QLTY | GMO ETF TRUST | 3.53M | $128M | 15.1% | +1% |
| 2 | IJR | ISHARES TR | 304K | $38M | 4.5% | +12% |
| 3 | IVV | ISHARES TR | 57K | $37M | 4.4% | −5% |
| 4 | IWB | ISHARES TR | 89K | $32M | 3.8% | ±0% |
| 5 | AAPL | APPLE INC | 122K | $31M | 3.7% | −4% |
| 6 | MTZ | MASTEC INC | 94K | $30M | 3.6% | −75% |
| 7 | VOO | VANGUARD INDEX FDS | 50K | $30M | 3.5% | +116% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 40K | $26M | 3.1% | ±0% |
| 9 | GQGU | ADVISORS INNER CIRCLE FD III | 958K | $26M | 3.0% | +15% |
| 10 | IWR | ISHARES TR | 212K | $21M | 2.4% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Advisors, LLC is a Other fund managing $810 million in assets. The fund runs a broad portfolio of 252 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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