Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Legacy Advisors, LLC (CIK 1720969) reported $848.2M across 279 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QLTY ($127.9M, 15.08%), IJR ($37.8M, 4.46%), IVV ($37.1M, 4.37%), IWB ($31.8M, 3.75%), AAPL ($31.0M, 3.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QLTY | GMO ETF TRUST | $127.9M | 15.08% | 3.5M | Added |
| 2 | IJR | ISHARES TR | $37.8M | 4.46% | 304,002 | Added |
| 3 | IVV | ISHARES TR | $37.1M | 4.37% | 56,722 | Trimmed |
| 4 | IWB | ISHARES TR | $31.8M | 3.75% | 89,267 | Trimmed |
| 5 | AAPL | APPLE INC | $31.0M | 3.65% | 121,995 | Trimmed |
| 6 | MTZ | MASTEC INC | $30.2M | 3.56% | 93,953 | Trimmed |
| 7 | VOO | VANGUARD INDEX FDS | $30.1M | 3.55% | 50,360 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $26.0M | 3.06% | 39,924 | Added |
| 9 | ARMIX | ADVISORS INNER CIRCLE FD III | $25.8M | 3.04% | 958,094 | Added |
| 10 | IWR | ISHARES TR | $20.6M | 2.43% | 212,098 | Added |
| 11 | META | META PLATFORMS INC | $16.7M | 1.97% | 29,156 | Added |
| 12 | GOOGL | ALPHABET INC | $16.3M | 1.92% | 56,777 | Trimmed |
| 13 | VERX | VERTEX INC | $16.0M | 1.88% | 1.3M | Trimmed |
| 14 | XLK | SELECT SECTOR SPDR TR | $13.6M | 1.61% | 102,678 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $13.2M | 1.56% | 41,256 | Added |
| 16 | AMZN | AMAZON COM INC | $12.9M | 1.52% | 61,840 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $12.0M | 1.42% | 32,547 | Added |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.2M | 1.32% | 23,291 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $10.0M | 1.17% | 57,100 | Trimmed |
| 20 | MDY | STATE STR SPDR S&P MIDCAP 40 | $9.8M | 1.16% | 15,932 | Added |
| 21 | QQQ | INVESCO QQQ TR | $9.7M | 1.15% | 16,852 | Added |
| 22 | DFAC | DIMENSIONAL ETF TRUST | $9.3M | 1.09% | 238,363 | Hold |
| 23 | AMTM | AMENTUM HOLDINGS INC | $9.1M | 1.07% | 9.1M | Trimmed |
| 24 | VXUS | VANGUARD STAR FDS | $8.9M | 1.05% | 115,171 | Trimmed |
| 25 | OEF | ISHARES TR | $8.7M | 1.03% | 27,418 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31