Legacy Advisors, LLC
CIK 1720969
13F filing for Q2 2026・No. 2,472
- Holdings
- US$1.07B
- Quarter change
- +US$222.32M
- Entries
- 337
- Net bought (estimate)
- +US$113.25M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 71
- Sold out 13
- Cut 57
- Added 154
- Corporate actions 2
- Unchanged 55
Largest holdings
337 stocks worth US$1.07B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GMO ETF TRUSTUS QUALITY ETF | Cut | 3,431,467 | US$143.07M | 13.36% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 109,960 | US$75.52M | 7.05% |
| ISHARES TRCORE S&P SCP ETF | Added | 351,532 | US$52.14M | 4.87% |
| MTZMASTEC INCCOM | Added | 124,181 | US$51.67M | 4.83% |
| AAPLAppleCOM | Added | 149,777 | US$43.34M | 4.05% |
| IWBISHARES TRRUS 1000 ETF | Cut | 89,260 | US$36.55M | 3.41% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 42,276 | US$31.57M | 2.95% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 39,008 | US$29.21M | 2.73% |
| ADVISORS INNER CIRCLE FD IIIGQG US EQUIT ETF | Added | 958,503 | US$24.35M | 2.27% |
| GOOGLAlphabetCAP STK CL A | Added | 66,230 | US$23.67M | 2.21% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.