DOSSIER · 13F-HR · Q2 2026

Legacy Wealth Advisors, LLC

$231M in tracked AUM across 148 positions as of Q2 2026.

LW
CIK 0002111463 · last filed Jun 30, 2026
Total AUM
$231M
as of Q2 2026
Holdings
148
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Legacy Wealth 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
SGOV
ISHARES TR
$53M528K23.0%
02
JPST
J P MORGAN EXCHANGE TRADED F
$16M313K6.9%
03
SPY
STATE STR SPDR S&P 500 ETF T
$15M21K6.7%
04
BRK/A
BERKSHIRE HATHAWAY INC DEL
$14M196.2%
05
AAPL
APPLE INC
$7M25K3.1%
06
NVDA
NVIDIA CORPORATION
$7M36K3.1%
07
BUFC
AB ACTIVE ETFS INC
$7M162K3.0%
08
VTI
VANGUARD INDEX FDS
$7M18K2.9%
09
AMZN
AMAZON COM INC
$5M21K2.2%
10
GOOGL
ALPHABET INC
$5M14K2.2%

Filing history

2026Q2Jun 30
$231M 52.5%
148 positionsView →
2025Q4Dec 31
$151M
86 positionsView →