Legacy Advisors, LLC
All holdings · as of Dec 31, 2025
| 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% |
| VANGUARD STAR FDS | $8.88M | 1.0% |
| Alphabet Inc. | $8.48M | 0.9% |
| Uber Technologies, Inc | $8.18M | 0.9% |
| ISHARES TR | $7.66M | 0.8% |
| BENTLEY SYSTEMS INC | $7.40M | 0.8% |
| ROBLOX Corp | $6.99M | 0.8% |
| JOHNSON & JOHNSON | $6.97M | 0.7% |
| Tesla Inc | $6.19M | 0.7% |
| JPMORGAN CHASE & CO | $5.64M | 0.6% |
| SCHWAB STRATEGIC TR | $5.63M | 0.6% |
| FULTON FINANCIAL CORP | $5.49M | 0.6% |
| VANGUARD WHITEHALL FDS | $4.94M | 0.5% |
| MCDONALD'S CORP | $4.09M | 0.4% |
| VANGUARD INDEX FDS | $3.85M | 0.4% |
| MercadoLibre, Inc. | $3.76M | 0.4% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $3.76M | 0.4% |
| AbbVie Inc. | $3.58M | 0.4% |
| SPDR GOLD TR | $3.09M | 0.3% |
| SPDR SERIES TRUST | $3.02M | 0.3% |
| VANGUARD WHITEHALL FDS | $2.82M | 0.3% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $2.76M | 0.3% |
| VANGUARD INDEX FDS | $2.76M | 0.3% |
| Broadcom Inc. | $2.59M | 0.3% |
| ABBOTT LABORATORIES | $2.45M | 0.3% |
| GOLDMAN SACHS ETF TR | $2.39M | 0.3% |