13F Insight
DOSSIER · 13F-HR · Q1 2026

Legacy Advisors, LLC

Legacy's pension fund based in Omaha, NE — $848M in tracked AUM across 279 positions as of Q1 2026.

L
Legacy·Omaha, NE·Pension Fund
CIK 0001720969 · last filed Mar 31, 2026
Total AUM
$848M
▼ 15.5%
vs prior
Holdings
279
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
Top sector
Tech
50% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Legacy Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
QLTY
GMO ETF TRUST
$128M3.5M15.1%
02
IJR
ISHARES TR
$38M304K4.5%
03
IVV
ISHARES TR
$37M57K4.4%
04
IWB
ISHARES TR
$32M89K3.8%
05
AAPL
APPLE INC
$31M122K3.7%
06
MTZ
MASTEC INC
$30M94K3.6%
07
VOO
VANGUARD INDEX FDS
$30M50K3.5%
08
SPY
STATE STR SPDR S&P 500 ETF T
$26M40K3.1%
09
GQGU
ADVISORS INNER CIRCLE FD III
$26M958K3.0%
10
IWR
ISHARES TR
$21M212K2.4%

Filing history

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