Legacy Wealth Advisors, LLC

Est. AUM

$195.7M

13F long equity, this entity only

Positions

108

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	0-3 MNTH TREASRY	$47.0M	467180	24.03%	SOLE
2	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$18.6M	367719	9.51%	SOLE
3	STATE STR SPDR S&P 500 ETF T	TR UNIT	$17.3M	26549	8.82%	SOLE
4	BERKSHIRE HATHAWAY INC DEL	CL A	$13.6M	19	6.97%	SOLE
5	AB ACTIVE ETFS INC	CONSERVATIVE	$6.6M	162596	3.38%	SOLE
6	VANGUARD INDEX FDS	TOTAL STK MKT	$5.8M	18144	2.97%	SOLE
7	APPLE INC	COM	$5.7M	22483	2.92%	SOLE
8	NVIDIA CORPORATION	COM	$4.9M	28199	2.51%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$4.4M	48129	2.25%	SOLE
10	AB ACTIVE ETFS INC	ULTRA SHORT INCM	$3.9M	77283	1.99%	SOLE
11	MICROSOFT CORP	COM	$3.8M	10192	1.93%	SOLE
12	AMAZON COM INC	COM	$3.4M	16184	1.72%	SOLE
13	ALPHABET INC	CAP STK CL A	$3.0M	10344	1.52%	SOLE
14	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.5M	80500	1.26%	SOLE
15	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.4M	37590	1.23%	SOLE
16	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.4M	31289	1.20%	SOLE
17	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.1M	3469	1.06%	SOLE
18	TESLA INC	COM	$2.1M	5558	1.06%	SOLE
19	META PLATFORMS INC	CL A	$2.0M	3436	1.00%	SOLE
20	ISHARES TR	TRUST ISHARE 0-1	$1.9M	16903	0.95%	SOLE
21	BLACKSTONE SECD LENDING FD	COMMON STOCK	$1.9M	78207	0.95%	SOLE
22	ISHARES TR	CORE DIV GRWTH	$1.7M	23617	0.85%	SOLE
23	SABLE OFFSHORE CORP	COM SHS	$1.7M	100000	0.84%	SOLE
24	BROADCOM INC	COM	$1.6M	5188	0.82%	SOLE
25	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	2870	0.70%	SOLE
26	SELECT SECTOR SPDR TR	STATE STREET ENE	$1.4M	22190	0.69%	SOLE
27	SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.2M	42866	0.64%	SOLE
28	ORACLE CORP	COM	$1.0M	6985	0.53%	SOLE
29	SIMPLIFY EXCHANGE TRADED FUN	MBS ETF	$948K	19164	0.48%	SOLE
30	AB ACTIVE ETFS INC	TAX AWARE SHRT	$851K	33799	0.43%	SOLE
31	ALPHABET INC	CAP STK CL C	$848K	2955	0.43%	SOLE
32	JPMORGAN CHASE & CO	COM	$830K	2823	0.42%	SOLE
33	VISA INC	COM CL A	$828K	2738	0.42%	SOLE
34	J P MORGAN EXCHANGE TRADED F	BETABULDRS JAPAN	$819K	11889	0.42%	SOLE
35	KAYNE ANDERSON BDC INC	COM SHS	$811K	59089	0.41%	SOLE
36	SELECT SECTOR SPDR TR	STATE STREET FIN	$753K	15251	0.38%	SOLE
37	EXXON MOBIL CORP	COM	$740K	4362	0.38%	SOLE
38	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$659K	4449	0.34%	SOLE
39	ELI LILLY & CO	COM	$640K	696	0.33%	SOLE
40	VANGUARD WORLD FD	COMM SRVC ETF	$536K	2981	0.27%	SOLE
41	VANGUARD WORLD FD	INF TECH ETF	$527K	756	0.27%	SOLE
42	AB ACTIVE ETFS INC	EMERGING MKTS OP	$521K	11897	0.27%	SOLE
43	THERMO FISHER SCIENTIFIC INC	COM	$503K	1023	0.26%	SOLE
44	TJX COS INC NEW	COM	$499K	3122	0.25%	SOLE
45	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$499K	1478	0.25%	SOLE
46	ASML HLDG NV	N Y REGISTRY SHS	$487K	369	0.25%	SOLE
47	WALMART INC	COM	$484K	3892	0.25%	SOLE
48	INVESCO QQQ TR	UNIT SER 1	$479K	830	0.24%	SOLE
49	UNITEDHEALTH GROUP INC	COM	$434K	1605	0.22%	SOLE
50	BANK AMERICA CORP	COM	$426K	8732	0.22%	SOLE

1–50 of 108

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