Institutions / Legacy Advisors, LLC
Legacy Advisors, LLC
CIK 1720969 · Institution · as of Dec 31, 2025
Portfolio value
$930.99M
Positions
288
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 288 →
| Company | Value | % of portfolio |
|---|---|---|
| GMO ETF Trust | $134.37M | 14.4% |
| Mastec Inc | $82.75M | 8.9% |
| iShares Tr | $40.75M | 4.4% |
| Apple Inc. | $34.42M | 3.7% |
| iShares Tr | $33.35M | 3.6% |
| iShares Tr | $32.48M | 3.5% |
| SPDR S&P 500 ETF Tr | $27.19M | 2.9% |
| Vertex, Inc. | $26.84M | 2.9% |
| Advisors Inner Circle Fd III | $20.71M | 2.2% |
| iShares Tr | $20.30M | 2.2% |
| Meta Platforms Inc | $19.22M | 2.1% |
| Alphabet Inc. | $18.46M | 2.0% |
| Microsoft Corp | $15.34M | 1.6% |
| Select Sector SPDR Tr | $14.80M | 1.6% |
| Vanguard Index Fds | $14.62M | 1.6% |
| Amazon.com Inc | $14.32M | 1.5% |
| Vanguard Index Fds | $12.88M | 1.4% |
| Warren E. Buffett | $11.92M | 1.3% |
| NVIDIA Corp | $10.93M | 1.2% |
| Invesco Qqq Tr | $10.13M | 1.1% |
| Amentum Holdings, Inc. | $9.81M | 1.1% |
| Morgan Stanley ETF Trust | $9.74M | 1.0% |
| SPDR S&P Midcap 400 ETF Tr | $9.61M | 1.0% |
| Dimensional ETF Trust | $9.44M | 1.0% |
| iShares Tr | $9.40M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.