account_balance
Investment manager · 13F filer · SEC CIK 2111463
Legacy Wealth Advisors, LLC
Reported value$231Mas of Jun 30, 2026
Positions148 46 new, 7 sold out
Top 10 weight59.2%SGOV alone is 23%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SGOViShares Tr
23.0%Added +13%
JPSTJ P Morgan Exchange Traded F
6.9%Trimmed −15%
SPYSPDR S&P 500 ETF Trust
6.7%Trimmed −22%
Berkshire Hathaway Inc
6.2%
AAPLApple Inc.
3.1%+11%
NVDANVIDIA Corp
3.1%Added +27%
BUFCAb Active Etfs Inc
3.0%
VTIVanguard Index FDS
2.9%
AMZNAmazon.com Inc
2.2%
GOOGLAlphabet Inc.
2.2%Added +37%
MSFTMicrosoft Corp
2.1%+30%
BIL1.7%
SGOViShares Tr
23.0%Added +13%
JPSTJ P Morgan Exchange Traded F
6.9%
SPYSPDR S&P 500 ETF Trust
6.7%
AAPL3.1%NVDA3.1%BUFC3.0%
VTI2.9%
AMZNMSFT2.1%BIL
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
SGOV iShares Tr 23.0% Added +13%
JPST J P Morgan Exchange Traded F 6.9% Trimmed −15%
SPY SPDR S&P 500 ETF Trust 6.7% Trimmed −22%Berkshire Hathaway Inc 6.2% Held
AAPL Apple Inc. 3.1% Added +11%NVDA NVIDIA Corp 3.1% Added +27%BUFC Ab Active Etfs Inc 3.0% Held
VTI Vanguard Index FDS 2.9% Held
AMZN Amazon.com Inc 2.2% Added +32%GOOGL Alphabet Inc. 2.2% Added +37%MSFT Microsoft Corp 2.1% Added +30%BIL SPDR Series Trust 1.7% Trimmed −9%
What changed
Biggest moves since Mar 31, 2026
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