Legacy Advisors, LLC

Institutional manager (13F) · CIK 1720969

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $695M

#	Issuer	Value	Shares
1	GMO ETF TRUST	$128M	3,529,734
2	ISHARES TR	$38M	304,002
3	ISHARES TR	$37M	56,722
4	ISHARES TR	$32M	89,267
5	APPLE INC	$31M	121,995
6	MASTEC INC	$30M	93,953
7	VANGUARD INDEX FDS	$30M	50,360
8	STATE STR SPDR S&P 500 ETF T	$26M	39,924
9	ADVISORS INNER CIRCLE FD III	$26M	958,094
10	ISHARES TR	$21M	212,098
11	META PLATFORMS INC	$17M	29,156
12	ALPHABET INC	$16M	56,777
13	VERTEX INC	$16M	1,343,779
14	SELECT SECTOR SPDR TR	$14M	102,678
15	VANGUARD INDEX FDS	$13M	41,256
16	AMAZON COM INC	$13M	61,840
17	MICROSOFT CORP	$12M	32,547
18	BERKSHIRE HATHAWAY INC DEL	$11M	23,291
19	NVIDIA CORPORATION	$10M	57,100
20	STATE STR SPDR S&P MIDCAP 40	$10M	15,932
21	INVESCO QQQ TR	$10M	16,852
22	DIMENSIONAL ETF TRUST	$9M	238,363
23	AMENTUM HOLDINGS INC	$9M	9,064,278
24	VANGUARD STAR FDS	$9M	115,171
25	ISHARES TR	$9M	27,418
26	JOHNSON & JOHNSON	$9M	35,333
27	VANGUARD WHITEHALL FDS	$8M	86,778
28	ALPHABET INC	$8M	29,336
29	UBER TECHNOLOGIES INC	$7M	100,023
30	ISHARES TR	$7M	16,011
31	BENTLEY SYS INC	$7M	194,325
32	SCHWAB STRATEGIC TR	$6M	207,532
33	FULTON FINL CORP PA	$6M	281,104
34	TESLA INC	$5M	14,250
35	VANGUARD WHITEHALL FDS	$5M	34,875
36	JPMORGAN CHASE & CO	$5M	16,777
37	ROBLOX CORP	$5M	87,118
38	ENTERPRISE PRODS PARTNERS L	$4M	118,229
39	MCDONALDS CORP	$4M	13,289
40	VANGUARD INDEX FDS	$4M	12,709
41	SPDR GOLD TR	$3M	7,786
42	ABBVIE INC	$3M	15,227
43	MERCADOLIBRE INC	$3M	1,883
44	TAIWAN SEMICONDUCTOR MANUFAC	$3M	9,544
45	SPDR SERIES TRUST	$3M	21,570
46	EXXON MOBIL CORP	$3M	18,389
47	VANGUARD INDEX FDS	$3M	9,784
48	SELECT SECTOR SPDR TR	$3M	31,241
49	BROADCOM INC	$2M	8,025
50	WILLIAMS COS INC	$2M	31,652

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.