Legacy Wealth Advisors, LLC

13F filer · CIK 0002111463

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$231MU.S. long equity reported on 13F

Positions12145 new · 7 closed

Net flow last quarter+$20.1MBuys minus sells

Top 10 positions weight28.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026121 positions
SPYSPDR S&P 500 ETF Trust	$15.4M	6.66%	Not reported	-22.4%	Q4 2025
BRK.ABerkshire Hathaway Inc	$14.2M	6.16%	Not reported	Not reported	Q4 2025
AAPLApple Inc.	$7.25M	3.14%	0.00%	+11.5%	Q4 2025
NVDANvidia Corp	$7.16M	3.10%	0.00%	+26.9%	Q4 2025
AMZNAmazon Com Inc	$5.09M	2.20%	0.00%	+32.1%	Q4 2025
GOOGLAlphabet Inc.	$5.06M	2.19%	0.00%	+37.0%	Q4 2025
MSFTMicrosoft Corp	$4.93M	2.13%	0.00%	+29.6%	Q4 2025
SPCXSpace Exploration Technologies Corp	$2.36M	1.02%	Not reported	New	Q2 2026
AVGOBroadcom Inc.	$2.3M	1.00%	0.00%	+17.4%	Q4 2025
TSLATesla, Inc.	$2.26M	0.98%	0.00%	-3.4%	Q4 2025
METAMeta Platforms, Inc.	$1.99M	0.86%	Not reported	+2.9%	Q4 2025
BXSLBlackstone Secured Lending Fund	$1.9M	0.82%	0.03%	+2.3%	Q4 2025
MUMicron Technology Inc	$1.57M	0.68%	0.00%	+45.3%	Q1 2026
GOOGAlphabet Inc.	$1.43M	0.62%	Not reported	+36.7%	Q4 2025
BRK.BBerkshire Hathaway Inc	$1.29M	0.56%	Not reported	-10.2%	Q4 2025
VVisa Inc.	$1.09M	0.47%	0.00%	+15.7%	Q4 2025
AMDAdvanced Micro Devices Inc	$1.06M	0.46%	0.00%	New	Q2 2026
JPMJPMorgan Chase & Co	$1.05M	0.45%	0.00%	+13.2%	Q4 2025
LLYELI LILLY & Co	$1.01M	0.44%	0.00%	+21.3%	Q4 2025
ASMLAsml Holding NV	$859K	0.37%	0.00%	+17.1%	Q4 2025
UNHUnitedhealth Group Inc	$857K	0.37%	0.00%	+28.4%	Q4 2025
AMATApplied Materials Inc	$852K	0.37%	0.00%	+25.5%	Q1 2026
XOMExxonMobil Holdings Corp	$820K	0.35%	0.00%	+37.5%	Q4 2025
KBDCKayne Anderson BDC, Inc.	$799K	0.35%	0.09%	Not reported	Q4 2025
QQQInvesco QQQ Trust, Series 1	$758K	0.33%	Not reported	+24.1%	Q4 2025
INTCIntel Corp	$752K	0.33%	0.00%	New	Q2 2026
KLACKla Corp	$737K	0.32%	0.00%	+2.7%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$723K	0.31%	0.00%	+2.4%	Q4 2025
BACBank of America Corp	$714K	0.31%	0.00%	+43.6%	Q4 2025
SOCSable Offshore Corp.	$617K	0.27%	0.13%	+100.4%	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$612K	0.26%	Not reported	-13.0%	Q4 2025
WMTWalmart Inc.	$609K	0.26%	0.00%	+38.3%	Q4 2025
CSCOCisco Systems, Inc.	$603K	0.26%	0.00%	+72.0%	Q4 2025
MAMastercard Inc	$602K	0.26%	0.00%	+178.0%	Q4 2025
JNJJohnson & Johnson	$594K	0.26%	0.00%	+44.2%	Q4 2025
GEVGE Vernova Inc.	$593K	0.26%	0.00%	+10.8%	Q4 2025
GEGeneral Electric Co	$571K	0.25%	0.00%	+2.8%	Q4 2025
PANWPalo Alto Networks Inc	$552K	0.24%	0.00%	New	Q2 2026
CATCaterpillar Inc	$497K	0.22%	0.00%	+15.3%	Q4 2025
MRKMerck & Co., Inc.	$494K	0.21%	0.00%	+57.5%	Q1 2026
PGRProgressive Corp	$489K	0.21%	0.00%	+56.1%	Q4 2025
COSTCostco Wholesale Corp	$487K	0.21%	0.00%	+29.3%	Q1 2026
DISWalt Disney Co	$475K	0.21%	0.00%	Not reported	Q4 2025
LRCXLam Research Corp	$463K	0.20%	0.00%	-3.0%	Q1 2026
ABBVAbbVie Inc.	$458K	0.20%	0.00%	+22.4%	Q4 2025
KOCoca Cola Co	$457K	0.20%	0.00%	+39.7%	Q4 2025
RTXRTX Corp	$434K	0.19%	0.00%	+28.0%	Q4 2025
IBKRInteractive Brokers Group, Inc.	$418K	0.18%	0.00%	+1.0%	Q4 2025
LINLinde PLC	$405K	0.18%	0.00%	+52.9%	Q1 2026
HDHome Depot, Inc.	$403K	0.17%	0.00%	+20.6%	Q4 2025

Q1 2026Reported May 6, 202683 positions
SPYSPDR S&P 500 ETF Trust	$17.3M	8.81%	Not reported	+71.6%	Q4 2025
BRK.ABerkshire Hathaway Inc	$13.6M	6.96%	Not reported	Not reported	Q4 2025
AAPLApple Inc.	$5.71M	2.91%	0.00%	+24.6%	Q4 2025
NVDANvidia Corp	$4.92M	2.51%	0.00%	+37.1%	Q4 2025
MSFTMicrosoft Corp	$3.77M	1.93%	0.00%	+28.8%	Q4 2025
AMZNAmazon Com Inc	$3.37M	1.72%	0.00%	+3.4%	Q4 2025
GOOGLAlphabet Inc.	$2.97M	1.52%	0.00%	+22.0%	Q4 2025
TSLATesla, Inc.	$2.07M	1.05%	0.00%	+248.0%	Q4 2025
METAMeta Platforms, Inc.	$1.97M	1.00%	Not reported	+37.6%	Q4 2025
BXSLBlackstone Secured Lending Fund	$1.85M	0.95%	0.03%	-20.9%	Q4 2025
SOCSable Offshore Corp.	$1.65M	0.84%	0.07%	-72.4%	Q4 2025
AVGOBroadcom Inc.	$1.61M	0.82%	0.00%	+37.9%	Q4 2025
BRK.BBerkshire Hathaway Inc	$1.38M	0.70%	Not reported	+52.7%	Q4 2025
ORCLOracle Corp	$1.03M	0.52%	0.00%	-3.6%	Q4 2025
GOOGAlphabet Inc.	$848K	0.43%	Not reported	-5.3%	Q4 2025
JPMJPMorgan Chase & Co	$830K	0.42%	0.00%	+21.8%	Q4 2025
VVisa Inc.	$828K	0.42%	0.00%	+29.3%	Q4 2025
KBDCKayne Anderson BDC, Inc.	$811K	0.41%	0.09%	Not reported	Q4 2025
XOMExxonMobil Holdings Corp	$740K	0.38%	0.00%	+65.5%	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$659K	0.34%	Not reported	+0.9%	Q4 2025
LLYELI LILLY & Co	$640K	0.33%	0.00%	+16.8%	Q4 2025
TMOThermo Fisher Scientific Inc.	$503K	0.26%	0.00%	+151.4%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$499K	0.25%	0.00%	+19.4%	Q4 2025
TJXTJX Companies Inc	$499K	0.25%	0.00%	+54.8%	Q4 2025
ASMLAsml Holding NV	$487K	0.25%	0.00%	+40.3%	Q4 2025
WMTWalmart Inc.	$484K	0.25%	0.00%	+11.1%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$479K	0.24%	Not reported	Not reported	Q4 2025
UNHUnitedhealth Group Inc	$434K	0.22%	0.00%	+13.4%	Q4 2025
BACBank of America Corp	$426K	0.22%	0.00%	+102.1%	Q4 2025
GEGeneral Electric Co	$422K	0.22%	0.00%	+74.9%	Q4 2025
CVXChevron Corp	$413K	0.21%	0.00%	+29.1%	Q4 2025
COSTCostco Wholesale Corp	$402K	0.20%	0.00%	New	Q1 2026
GEVGE Vernova Inc.	$398K	0.20%	0.00%	+16.6%	Q4 2025
JNJJohnson & Johnson	$396K	0.20%	0.00%	-10.0%	Q4 2025
PLDPrologis, Inc.	$352K	0.18%	0.00%	New	Q1 2026
KLACKla Corp	$350K	0.18%	0.00%	+7.7%	Q4 2025
WFCWells Fargo & Company	$346K	0.18%	0.00%	+5.9%	Q4 2025
RTXRTX Corp	$345K	0.18%	0.00%	+27.2%	Q4 2025
PLTRPalantir Technologies Inc.	$338K	0.17%	0.00%	New	Q1 2026
NFLXNetflix Inc	$335K	0.17%	0.00%	+41.2%	Q4 2025
SHELShell plc	$335K	0.17%	0.00%	New	Q1 2026
NKENIKE, Inc.	$324K	0.17%	0.00%	New	Q1 2026
ABBVAbbVie Inc.	$323K	0.16%	0.00%	+53.2%	Q4 2025
AMATApplied Materials Inc	$321K	0.16%	0.00%	New	Q1 2026
IBKRInteractive Brokers Group, Inc.	$319K	0.16%	0.00%	-1.0%	Q4 2025
MUMicron Technology Inc	$316K	0.16%	0.00%	New	Q1 2026
NOCNorthrop Grumman Corp	$316K	0.16%	0.00%	New	Q1 2026
HDHome Depot, Inc.	$311K	0.16%	0.00%	+44.6%	Q4 2025
KOCoca Cola Co	$306K	0.16%	0.00%	+17.7%	Q4 2025
MRKMerck & Co., Inc.	$294K	0.15%	0.00%	New	Q1 2026

Q4 2025Reported Feb 17, 202661 positions
BRK.ABerkshire Hathaway Inc	$14.3M	9.47%	Not reported	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$10.6M	6.97%	Not reported	New	Q4 2025
AAPLApple Inc.	$4.9M	3.24%	0.00%	New	Q4 2025
NVDANvidia Corp	$3.84M	2.53%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$3.83M	2.53%	0.00%	New	Q4 2025
AMZNAmazon Com Inc	$3.61M	2.38%	0.00%	New	Q4 2025
SOCSable Offshore Corp.	$3.27M	2.16%	0.25%	New	Q4 2025
GOOGLAlphabet Inc.	$2.65M	1.75%	0.00%	New	Q4 2025
BXSLBlackstone Secured Lending Fund	$2.6M	1.72%	0.04%	New	Q4 2025
METAMeta Platforms, Inc.	$1.65M	1.09%	Not reported	New	Q4 2025
ORCLOracle Corp	$1.41M	0.93%	0.00%	New	Q4 2025
AVGOBroadcom Inc.	$1.3M	0.86%	0.00%	New	Q4 2025
FROFrontline plc	$1.1M	0.73%	0.02%	New	Q4 2025
GOOGAlphabet Inc.	$979K	0.65%	Not reported	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$944K	0.62%	Not reported	New	Q4 2025
KBDCKayne Anderson BDC, Inc.	$846K	0.56%	0.09%	New	Q4 2025
JPMJPMorgan Chase & Co	$747K	0.49%	0.00%	New	Q4 2025
VVisa Inc.	$742K	0.49%	0.00%	New	Q4 2025
TSLATesla, Inc.	$718K	0.47%	0.00%	New	Q4 2025
LLYELI LILLY & Co	$641K	0.42%	0.00%	New	Q4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$633K	0.42%	Not reported	New	Q4 2025
BKSYBlackSky Technology Inc.	$597K	0.39%	0.09%	New	Q4 2025
MAMastercard Inc	$543K	0.36%	0.00%	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$510K	0.34%	Not reported	New	Q4 2025
UNHUnitedhealth Group Inc	$467K	0.31%	0.00%	New	Q4 2025
WMTWalmart Inc.	$390K	0.26%	0.00%	New	Q4 2025
WFCWells Fargo & Company	$383K	0.25%	0.00%	New	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$376K	0.25%	0.00%	New	Q4 2025
JNJJohnson & Johnson	$373K	0.25%	0.00%	New	Q4 2025
PGRProgressive Corp	$338K	0.22%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$317K	0.21%	0.00%	New	Q4 2025
TJXTJX Companies Inc	$310K	0.20%	0.00%	New	Q4 2025
IBKRInteractive Brokers Group, Inc.	$309K	0.20%	0.00%	New	Q4 2025
DISWalt Disney Co	$286K	0.19%	0.00%	New	Q4 2025
ASMLAsml Holding NV	$281K	0.19%	0.00%	New	Q4 2025
KLACKla Corp	$269K	0.18%	0.00%	New	Q4 2025
GEGeneral Electric Co	$262K	0.17%	0.00%	New	Q4 2025
MPLXMPLX LP	$259K	0.17%	0.00%	New	Q4 2025
LPLALPL Financial Holdings Inc.	$259K	0.17%	0.00%	New	Q4 2025
RTXRTX Corp	$257K	0.17%	0.00%	New	Q4 2025
GEVGE Vernova Inc.	$255K	0.17%	0.00%	New	Q4 2025
TXNTexas Instruments Inc	$247K	0.16%	0.00%	New	Q4 2025
ISRGIntuitive Surgical Inc	$239K	0.16%	0.00%	New	Q4 2025
KOCoca Cola Co	$239K	0.16%	0.00%	New	Q4 2025
BACBank of America Corp	$238K	0.16%	0.00%	New	Q4 2025
ABTAbbott Laboratories	$238K	0.16%	0.00%	New	Q4 2025
WRBBerkley W R Corp	$236K	0.16%	0.00%	New	Q4 2025
CVXChevron Corp	$236K	0.16%	0.00%	New	Q4 2025
TMOThermo Fisher Scientific Inc.	$236K	0.16%	0.00%	New	Q4 2025
ETEnergy Transfer LP	$234K	0.15%	0.00%	New	Q4 2025

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