§ 13F · FUND PROFILE
Legacy Wealth Advisors, LLC.
AUM · $231M (13F)Positions · 148Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 528K | $53M | 23.0% | +13% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 313K | $16M | 6.9% | −15% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 21K | $15M | 6.7% | −22% |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 19 | $14M | 6.2% | ±0% |
| 5 | AAPL | APPLE INC | 25K | $7M | 3.1% | +11% |
| 6 | NVDA | NVIDIA CORPORATION | 36K | $7M | 3.1% | +27% |
| 7 | BUFC | AB ACTIVE ETFS INC | 162K | $7M | 3.0% | ±0% |
| 8 | VTI | VANGUARD INDEX FDS | 18K | $7M | 2.9% | −1% |
| 9 | AMZN | AMAZON COM INC | 21K | $5M | 2.2% | +32% |
| 10 | GOOGL | ALPHABET INC | 14K | $5M | 2.2% | +37% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Wealth Advisors, LLC is a Other fund managing $231 million in assets. The fund runs a portfolio of 148 positions.
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