§ 13F · FUND PROFILE
Legacy Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 86Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$151.5T 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 FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | 426K | $21.6T | 14.2% | NEW |
| 2 | SGOV | ISHARES TR | 202K | $20.3T | 13.4% | NEW |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 19 | $14.3T | 9.5% | NEW |
| 4 | SPY | SPDR S&P 500 ETF TR | 15K | $10.6T | 7.0% | NEW |
| 5 | BUFC | AB ACTIVE ETFS INC | 163K | $6.7T | 4.4% | NEW |
| 6 | VTI | VANGUARD INDEX FDS | 18K | $5.9T | 3.9% | NEW |
| 7 | AAPL | APPLE INC | 18K | $4.9T | 3.2% | NEW |
| 8 | BIL | SPDR SERIES TRUST | 47K | $4.3T | 2.8% | NEW |
| 9 | YEAR | AB ACTIVE ETFS INC | 77K | $3.9T | 2.6% | NEW |
| 10 | NVDA | NVIDIA CORPORATION | 21K | $3.8T | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Wealth Advisors, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed