Legacy Advisors, LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$809.9M

Holdings

250

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (250 positions)

#StockSharesValue% PortfolioType
1
QLTY2023 ETF SERIES TRUST II
3,145,815$114.1M14.09%
2
MTZMASTEC INC
380,708$81.0M10.00%
3
VERXVERTEX INC
1,343,779$33.3M4.11%
4
IWBISHARES TR
89,578$32.7M4.04%
5
AAPLAPPLE INC
117,259$29.9M3.69%
6
IJRISHARES TR
224,564$26.7M3.29%
7
SPYSPDR S&P 500 ETF TR
39,675$26.4M3.26%
8
IVVISHARES TR
38,412$25.7M3.17%
9
IWRISHARES TR
216,908$20.9M2.59%
10
METAMETA PLATFORMS INC
27,831$20.4M2.52%
11
MSFTMICROSOFT CORP
27,962$14.5M1.79%
12
XLKSELECT SECTOR SPDR TR
51,325$14.5M1.79%
13
GOOGLALPHABET INC
55,470$13.5M1.66%
14
AMZNAMAZON COM INC
56,658$12.4M1.54%
15
RBLXROBLOX CORP
86,239$11.9M1.47%
16
BRK/BBERKSHIRE HATHAWAY INC DEL
22,228$11.2M1.38%
17
VOOVANGUARD INDEX FDS
17,385$10.7M1.32%
18
MDYSPDR S&P MIDCAP 400 ETF TR
17,097$10.2M1.26%
19
BSYBENTLEY SYS INC
193,998$10.0M1.23%
20
UBERUBER TECHNOLOGIES INC
99,573$9.8M1.20%
21
NDQINVESCO QQQ TR
16,089$9.7M1.19%
22
OEFISHARES TR
27,708$9.2M1.14%
23
DFACDIMENSIONAL ETF TRUST
238,363$9.2M1.14%
24
NVDANVIDIA CORPORATION
44,383$8.3M1.02%
25
IWFISHARES TR
17,538$8.2M1.01%
26
JNJJOHNSON & JOHNSON
32,336$6.0M0.74%
27
VTIVANGUARD INDEX FDS
16,975$5.6M0.69%
28
SCHDSCHWAB STRATEGIC TR
204,531$5.6M0.69%
29
GOOGALPHABET INC
24,952$5.5M0.68%
30
TSLATESLA INC
12,461$5.5M0.67%Call
31
FULTFULTON FINL CORP PA
281,104$5.2M0.65%
32
JPMJPMORGAN CHASE & CO.
15,931$5.0M0.62%
33
VYMVANGUARD WHITEHALL FDS
34,446$4.9M0.60%
34
GQ9SPDR GOLD TR
13,333$4.7M0.59%
35
MLB1MERCADOLIBRE INC
1,859$4.3M0.54%
36
VOVANGUARD INDEX FDS
13,524$4.0M0.49%
37
MCDMCDONALDS CORP
12,959$3.9M0.49%
38
EPDENTERPRISE PRODS PARTNERS L
116,454$3.6M0.45%
39
ABBVABBVIE INC
14,701$3.4M0.42%
40
GQGUADVISORS INNER CIRCLE FD III
133,806$3.4M0.42%
41
VXUSVANGUARD STAR FDS
45,436$3.3M0.41%
42
SDYSPDR SERIES TRUST
22,300$3.1M0.39%
43
HIMSHIMS & HERS HEALTH INC
51,600$2.9M0.36%
44
VYMIVANGUARD WHITEHALL FDS
31,351$2.7M0.33%
45
VBVANGUARD INDEX FDS
9,644$2.5M0.30%
46
WMBWILLIAMS COS INC
38,274$2.4M0.30%
47
ABTABBOTT LABS
18,066$2.4M0.30%
48
GSLCGOLDMAN SACHS ETF TR
17,673$2.3M0.28%
49
XLFISELECT SECTOR SPDR TR
28,522$2.2M0.28%
50
TSMTAIWAN SEMICONDUCTOR MFG LTD
7,788$2.2M0.27%
51
NNENANO NUCLEAR ENERGY INC
53,508$2.1M0.25%
52
EFXEQUIFAX INC
7,893$2.0M0.25%
53
VVVANGUARD INDEX FDS
6,503$2.0M0.25%
54
COSTCOSTCO WHSL CORP NEW
2,149$2.0M0.25%
55
ORCLORACLE CORP
7,075$2.0M0.25%
56
XOMEXXON MOBIL CORP
17,516$2.0M0.24%
57
BABAALIBABA GROUP HLDG LTD
10,696$1.9M0.24%
58
IVWISHARES TR
15,552$1.9M0.23%
59
AVGOBROADCOM INC
5,569$1.8M0.23%
60
DISDISNEY WALT CO
15,851$1.8M0.22%
61
SPOTSPOTIFY TECHNOLOGY S A
2,594$1.8M0.22%
62
PNCPNC FINL SVCS GROUP INC
8,908$1.8M0.22%
63
BACBANK AMERICA CORP
34,208$1.8M0.22%
64
ETENERGY TRANSFER L P
101,747$1.7M0.22%
65
HCAHCA HEALTHCARE INC
4,057$1.7M0.21%
66
IWMISHARES TR
7,138$1.7M0.21%
67
VVISA INC
4,991$1.7M0.21%
68
NVRNVR INC
211$1.7M0.21%
69
IWDISHARES TR
7,964$1.6M0.20%
70
APHAMPHENOL CORP NEW
12,891$1.6M0.20%
71
ITOTISHARES TR
10,867$1.6M0.20%
72
NFLXNETFLIX INC
1,309$1.6M0.19%
73
VUGVANGUARD INDEX FDS
3,210$1.5M0.19%
74
PEPPEPSICO INC
10,469$1.5M0.18%
75
NSCNORFOLK SOUTHN CORP
4,850$1.5M0.18%
76
MAMASTERCARD INCORPORATED
2,511$1.4M0.18%
77
EFAISHARES TR
15,155$1.4M0.17%
78
HDHOME DEPOT INC
3,472$1.4M0.17%
79
NOWSERVICENOW INC
1,521$1.4M0.17%
80
LLYELI LILLY & CO
1,796$1.4M0.17%
81
ISRGINTUITIVE SURGICAL INC
3,061$1.4M0.17%
82
XLVSELECT SECTOR SPDR TR
9,731$1.4M0.17%
83
IVEISHARES TR
6,482$1.3M0.17%
84
VTWOVANGUARD SCOTTSDALE FDS
13,375$1.3M0.16%
85
IJHISHARES TR
19,994$1.3M0.16%
86
AXPAMERICAN EXPRESS CO
3,720$1.2M0.15%
87
VTVVANGUARD INDEX FDS
6,413$1.2M0.15%
88
AMGNAMGEN INC
4,248$1.2M0.15%
89
JAAAJANUS DETROIT STR TR
23,533$1.2M0.15%
90
COSCNO FINL GROUP INC
28,968$1.1M0.14%
91
SPHQINVESCO EXCHANGE TRADED FD T
15,000$1.1M0.14%
92
VGVENTURE GLOBAL INC
77,091$1.1M0.13%
93
FISVFISERV INC
8,403$1.1M0.13%
94
EMREMERSON ELEC CO
8,207$1.1M0.13%
95
CMCSACOMCAST CORP NEW
34,132$1.1M0.13%
96
BXBLACKSTONE INC
6,214$1.1M0.13%
97
GWWGRAINGER W W INC
1,108$1.1M0.13%
98
PQ3PROVIDENT FINL SVCS INC
51,668$996K0.12%
99
CVXCHEVRON CORP NEW
6,170$958K0.12%
100
GCORGOLDMAN SACHS ETF TR
22,762$950K0.12%
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