account_balance

Investment manager · 13F filer · SEC CIK 1720969

Legacy Advisors, LLC

Reported value$1.05Bas of Sep 30, 2026
Positions318 27 new, 46 sold out
Top 10 weight51.2%QLTY alone is 14%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
QLTY Gmo ETF Trust 13.8% Held
VOO Vanguard Index FDS 9.5% Added +30%
IJR iShares Tr 5.1% Added +11%
AAPL Apple Inc. 4.6% Trimmed −3%
IWB iShares Tr 3.5% Held
SPY SPDR S&P 500 ETF Trust 3.5% Added +14%
IVV iShares Tr 3.4% Added +19%
MTZ MasTec Inc 3.0% Added +19%
GQGU Advisors Inner Circle Fd III 2.5% Added +5%
META Meta Platforms, Inc. 2.2% Trimmed −4%
IWR iShares Tr 2.1% Held
GOOGL Alphabet Inc. 2.0% Trimmed −8%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 24, 2026 filing
add_circleNew
  • INFO $2.81M
  • XOM $1.21M
  • QNBC $1.18M
  • EMXC $1.07M
arrow_upwardAdded
  • IXUS +473%
  • APH +34%
  • VOO +30%
  • MTZ +19%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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