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Legacy Wealth Advisors, LLC 13F holdings

Filed 2026-08-14 · Legacy Wealth Advisors, LLC · 148 positions · $231.0M

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TickerCompanySharesValue% of portfolio
SGOVISHARES TR527.8K$53.1M23.0%
JPSTJ P MORGAN EXCHANGE TRADED F313.4K$15.9M6.9%
SPYSTATE STR SPDR S&P 500 ETF T20.6K$15.4M6.7%
BRK-BBERKSHIRE HATHAWAY INC DEL19$14.2M6.2%
AAPLAPPLE INC25.1K$7.3M3.1%
NVDANVIDIA CORPORATION35.8K$7.2M3.1%
—AB ACTIVE ETFS INC162.4K$6.9M3.0%
VTIVANGUARD INDEX FDS18.0K$6.7M2.9%
AMZNAMAZON COM INC21.4K$5.1M2.2%
GOOGLALPHABET INC14.2K$5.1M2.2%
MSFTMICROSOFT CORP13.2K$4.9M2.1%
BILSPDR SERIES TRUST44.0K$4.0M1.7%
TAFIAB ACTIVE ETFS INC133.5K$3.4M1.5%
VEUVANGUARD INTL EQUITY INDEX F38.3K$3.2M1.4%
VEAVANGUARD TAX-MANAGED FDS37.6K$2.7M1.2%
SCHDSCHWAB STRATEGIC TR80.5K$2.6M1.1%
SPCXSPACE EXPLORATION TECHN CORP13.8K$2.4M1.0%
AVGOBROADCOM INC6.1K$2.3M1.0%
TSLATESLA INC5.4K$2.3M1.0%
METAMETA PLATFORMS INC3.5K$2.0M0.9%
BXSLBLACKSTONE SECD LENDING FD80.0K$1.9M0.8%
SHVISHARES TR17.1K$1.9M0.8%
VOOVANGUARD INDEX FDS2.7K$1.9M0.8%
DGROISHARES TR23.6K$1.8M0.8%
MUMICRON TECHNOLOGY INC1.4K$1.6M0.7%
SCHGSCHWAB STRATEGIC TR42.9K$1.5M0.6%
GOOGALPHABET INC4.0K$1.4M0.6%
BRK-BBERKSHIRE HATHAWAY INC DEL2.6K$1.3M0.6%
XLESELECT SECTOR SPDR TR22.3K$1.2M0.5%
—AB ACTIVE ETFS INC21.5K$1.1M0.5%
VVISA INC3.2K$1.1M0.5%
AMDADVANCED MICRO DEVICES INC1.8K$1.1M0.5%
JPMJPMORGAN CHASE & CO3.2K$1.0M0.5%
LLYELI LILLY & CO844$1.0M0.4%
YEARAB ACTIVE ETFS INC19.7K$991,0440.4%
MTBASIMPLIFY EXCHANGE TRADED FUN19.2K$940,6760.4%
BBJPJ P MORGAN EXCHANGE TRADED F11.9K$895,3610.4%
ASMLASML HLDG NV432$859,4390.4%
UNHUNITEDHEALTH GROUP INC2.1K$856,6140.4%
AMATAPPLIED MATLS INC1.2K$851,6940.4%
EXMOCEXXON MOBIL CORP6.0K$819,7740.4%
XLFSELECT SECTOR SPDR TR15.3K$817,6070.4%
KBDCKAYNE ANDERSON BDC INC59.1K$799,4750.3%
QQQINVESCO QQQ TR1.0K$758,4920.3%
INTCINTEL CORP5.4K$752,3270.3%
KLACKLA CORP2.4K$737,0780.3%
VGTVANGUARD WORLD FD6.0K$722,8570.3%
TSMTAIWAN SEMICONDUCTOR MANUFAC1.5K$722,5640.3%
BACBANK OF AMER CORP12.5K$714,3020.3%
SOCSABLE OFFSHORE CORP200.3K$617,0780.3%
VYMVANGUARD WHITEHALL FDS3.9K$611,7350.3%
WMTWALMART INC5.4K$609,4530.3%
CSCOCISCO SYS INC5.1K$602,9230.3%
MAMASTERCARD INCORPORATED1.2K$602,4530.3%
JNJJOHNSON & JOHNSON2.3K$594,0360.3%
GEVGE VERNOVA INC505$592,7170.3%
GEGE AEROSPACE1.5K$571,4340.2%
PANWPALO ALTO NETWORKS INC1.6K$552,1120.2%
CATCATERPILLAR INC467$497,3090.2%
MRKMERCK & CO INC3.8K$494,4680.2%
Top Fund Holdings
13F
Top Fund Holdings

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