Legacy Advisors, LLC

Est. AUM

$848.2M

13F long equity, this entity only

Positions

279

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	GMO ETF TRUST	GMO US QUALITY E	$127.9M	3529734	15.08%	SOLE
2	ISHARES TR	CORE S&P SCP ETF	$37.8M	304002	4.46%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$37.1M	56722	4.37%	SOLE
4	ISHARES TR	RUS 1000 ETF	$31.8M	89267	3.75%	SOLE
5	APPLE INC	COM	$31.0M	121995	3.65%	SOLE
6	MASTEC INC	COM	$30.2M	93953	3.56%	SOLE
7	VANGUARD INDEX FDS	S&P 500 ETF SHS	$30.1M	50360	3.55%	SOLE
8	STATE STR SPDR S&P 500 ETF T	TR UNIT	$26.0M	39924	3.06%	SOLE
9	ADVISORS INNER CIRCLE FD III	GQG US EQUITY ET	$25.8M	958094	3.04%	SOLE
10	ISHARES TR	RUS MID CAP ETF	$20.6M	212098	2.43%	SOLE
11	META PLATFORMS INC	CL A	$16.7M	29156	1.97%	SOLE
12	ALPHABET INC	CAP STK CL A	$16.3M	56777	1.92%	SOLE
13	VERTEX INC	CL A	$16.0M	1343779	1.88%	SOLE
14	SELECT SECTOR SPDR TR	STATE STREET TEC	$13.6M	102678	1.61%	SOLE
15	VANGUARD INDEX FDS	TOTAL STK MKT	$13.2M	41256	1.56%	SOLE
16	AMAZON COM INC	COM	$12.9M	61840	1.52%	SOLE
17	MICROSOFT CORP	COM	$12.0M	32547	1.42%	SOLE
18	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.2M	23291	1.32%	SOLE
19	NVIDIA CORPORATION	COM	$10.0M	57100	1.17%	SOLE
20	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$9.8M	15932	1.16%	SOLE
21	INVESCO QQQ TR	UNIT SER 1	$9.7M	16852	1.15%	SOLE
22	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$9.3M	238363	1.09%	SOLE
23	AMENTUM HOLDINGS INC	COM	$9.1M	9064278	1.07%	SOLE
24	VANGUARD STAR FDS	VG TL INTL STK F	$8.9M	115171	1.05%	SOLE
25	ISHARES TR	S&P 100 ETF	$8.7M	27418	1.03%	SOLE
26	JOHNSON & JOHNSON	COM	$8.6M	35333	1.02%	SOLE
27	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$8.2M	86778	0.96%	SOLE
28	ALPHABET INC	CAP STK CL C	$7.7M	29336	0.91%	SOLE
29	UBER TECHNOLOGIES INC	COM	$7.2M	100023	0.85%	SOLE
30	ISHARES TR	RUS 1000 GRW ETF	$6.8M	16011	0.80%	SOLE
31	BENTLEY SYS INC	COM CL B	$6.8M	194325	0.80%	SOLE
32	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.4M	207532	0.75%	SOLE
33	FULTON FINL CORP PA	COM	$5.7M	281104	0.67%	SOLE
34	TESLA INC	COM	$5.3M	14250	0.62%	SOLE
35	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.2M	34875	0.61%	SOLE
36	JPMORGAN CHASE & CO	COM	$4.9M	16777	0.58%	SOLE
37	ROBLOX CORP	CL A	$4.9M	87118	0.58%	SOLE
38	ENTERPRISE PRODS PARTNERS L	COM	$4.5M	118229	0.53%	SOLE
39	MCDONALDS CORP	COM	$4.1M	13289	0.49%	SOLE
40	VANGUARD INDEX FDS	MID CAP ETF	$3.6M	12709	0.43%	SOLE
41	SPDR GOLD TR	GOLD SHS	$3.4M	7786	0.39%	SOLE
42	ABBVIE INC	COM	$3.3M	15227	0.39%	SOLE
43	MERCADOLIBRE INC	COM	$3.3M	1883	0.38%	SOLE
44	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.2M	9544	0.38%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$3.1M	21570	0.37%	SOLE
46	EXXON MOBIL CORP	COM	$3.1M	18389	0.37%	SOLE
47	VANGUARD INDEX FDS	SMALL CP ETF	$2.6M	9784	0.30%	SOLE
48	SELECT SECTOR SPDR TR	STATE STREET CON	$2.6M	31241	0.30%	SOLE
49	BROADCOM INC	COM	$2.5M	8025	0.29%	SOLE
50	WILLIAMS COS INC	COM	$2.3M	31652	0.27%	SOLE

1–50 of 279

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.