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 $1.07B across 337 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QLTY ($143.1M, 13.36%), VOO ($75.5M, 7.05%), IJR ($52.1M, 4.87%), MTZ ($51.7M, 4.83%), AAPL ($43.3M, 4.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QLTY | GMO ETF TRUST | $143.1M | 13.36% | 3.4M | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $75.5M | 7.05% | 109,960 | Added |
| 3 | IJR | ISHARES TR | $52.1M | 4.87% | 351,532 | Added |
| 4 | MTZ | MASTEC INC | $51.7M | 4.83% | 124,181 | Added |
| 5 | AAPL | APPLE INC | $43.3M | 4.05% | 149,777 | Added |
| 6 | IWB | ISHARES TR | $36.6M | 3.41% | 89,260 | Trimmed |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $31.6M | 2.95% | 42,276 | Added |
| 8 | IVV | ISHARES TR | $29.2M | 2.73% | 39,008 | Trimmed |
| 9 | GQGU | ADVISORS INNER CIRCLE FD III | $24.3M | 2.27% | 958,503 | Added |
| 10 | GOOGL | ALPHABET INC | $23.7M | 2.21% | 66,230 | Added |
| 11 | IWR | ISHARES TR | $22.9M | 2.14% | 207,332 | Trimmed |
| 12 | XLK | SELECT SECTOR SPDR TR | $19.6M | 1.83% | 102,692 | Added |
| 13 | META | META PLATFORMS INC | $19.0M | 1.77% | 33,678 | Added |
| 14 | AMZN | AMAZON COM INC | $17.6M | 1.64% | 73,840 | Added |
| 15 | VERX | VERTEX INC | $15.4M | 1.44% | 1.3M | Added |
| 16 | VTI | VANGUARD INDEX FDS | $15.2M | 1.42% | 41,079 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $14.9M | 1.39% | 74,563 | Added |
| 18 | MSFT | MICROSOFT CORP | $14.0M | 1.31% | 37,656 | Added |
| 19 | QQQ | INVESCO QQQ TR | $12.5M | 1.17% | 16,947 | Added |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.1M | 1.13% | 24,109 | Added |
| 21 | VXUS | VANGUARD STAR FDS | $11.8M | 1.10% | 137,571 | Added |
| 22 | MDY | STATE STR SPDR S&P MIDCAP 40 | $11.2M | 1.05% | 15,938 | Added |
| 23 | DFAC | DIMENSIONAL ETF TRUST | $10.6M | 0.99% | 238,363 | Hold |
| 24 | OEF | ISHARES TR | $10.0M | 0.94% | 27,418 | Hold |
| 25 | GOOG | ALPHABET INC | $9.6M | 0.90% | 29,726 | Added |
Source: SEC Form 13F filings · as of 2026-06-30