13F Insight
DOSSIER · 13F-HR · Q3 2026

Legacy Advisors, LLC

$1.1B in tracked AUM across 318 positions as of Q3 2026.

LA
CIK 0001720969 · last filed Sep 30, 2026
Total AUM
$1.1B
as of Q3 2026
Holdings
318
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Legacy Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
QLTY
GMO ETF TRUST
$145M3.4M13.8%02
VOO
VANGUARD INDEX FDS
$100M143K9.5%03
IJR
ISHARES TR
$53M391K5.1%04
AAPL
APPLE INC
$48M145K4.6%05
IWB
ISHARES TR
$37M89K3.5%06
SPY
STATE STR SPDR S&P 500 ETF T
$37M48K3.5%07
IVV
ISHARES TR
$35M46K3.4%08
MTZ
MASTEC INC
$31M147K3.0%09
GQGU
ADVISORS INNER CIRCLE FD III
$27M1.0M2.5%10
META
META PLATFORMS INC
$24M32K2.2%

Filing history

2026Q3Sep 30
$1.1B▼ 1.9%
318 positionsView →2026Q2Jun 30
$1.1B▲ 26.2%
337 positionsView →2026Q1Mar 31
$848M▼ 8.9%
279 positionsView →2025Q4Dec 31
$931M▲ 152.7%
288 positionsView →2025Q3Sep 30
$368M▲ 5720.4%
111 positionsLocked2025Q2Jun 30
$6M▼ 98.3%
18 positionsLocked2025Q1Mar 31
$381M▼ 63.1%
191 positionsLocked2024Q4Dec 31
$1.0B▲ 11.6%
411 positionsLocked2024Q3Sep 30
$924M▲ 12.3%
378 positionsLocked2024Q2Jun 30
$823M▲ 3.9%
328 positionsLocked2024Q1Mar 31
$791M▲ 1.9%
314 positionsLocked2023Q4Dec 31
$776M▲ 25.1%
306 positionsLocked
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