13F Insight
DOSSIER · 13F-HR · Q2 2026

Legacy Advisors, LLC

$1.1B in tracked AUM across 337 positions as of Q2 2026.

LA
CIK 0001720969 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
337
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Legacy Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
QLTY
GMO ETF TRUST
$143M3.4M13.4%02
VOO
VANGUARD INDEX FDS
$76M110K7.1%03
IJR
ISHARES TR
$52M352K4.9%04
MTZ
MASTEC INC
$52M124K4.8%05
AAPL
APPLE INC
$43M150K4.0%06
IWB
ISHARES TR
$37M89K3.4%07
SPY
STATE STR SPDR S&P 500 ETF T
$32M42K2.9%08
IVV
ISHARES TR
$29M39K2.7%09
GQGU
ADVISORS INNER CIRCLE FD III
$24M959K2.3%10
GOOGL
ALPHABET INC
$24M66K2.2%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$621M▼ 7.9%
280 positionsLocked
Showing 12 of 37