Legacy Advisors, LLC

CIK 0001720969 · PLYMOUTH MEETING, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

Legacy Advisors, LLC reported 337 positions worth $1.07B as of June 30, 2026 (13F filed July 24, 2026). Largest holding: QLTY (13.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.07B
2026 Q2
Positions
337
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
47.7%
Est. Net Flow (Q)
2026 Q2
10 / 337 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1QLTYGMO ETF TRUSTSH$143.1M13.36%3,431,467
2VOOVANGUARD INDEX FDSSH$75.5M7.05%109,960
3IJRISHARES TRSH$52.1M4.87%351,532
4MTZMASTEC INCSH$51.7M4.83%124,181
5AAPLAPPLE INCSH$43.3M4.05%149,777
6IWBISHARES TRSH$36.6M3.41%89,260
7SPYSTATE STR SPDR S&P 500 ETF TSH$31.6M2.95%42,276
8IVVISHARES TRSH$29.2M2.73%39,008
9GQGUADVISORS INNER CIRCLE FD IIISH$24.3M2.27%958,503
10GOOGLALPHABET INCSH$23.7M2.21%66,230

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Legacy Advisors, LLC hold as of Q2 2026?

Legacy Advisors, LLC reported 337 positions worth $1.07B in its Q2 2026 13F filing. Largest positions: QLTY (13.4%), VOO (7.1%), IJR (4.9%), MTZ (4.8%) and AAPL (4.0%).

What did Legacy Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Legacy Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.