Legacy Advisors, LLC Q4 2025 Filing

Filed January 27, 2026

Portfolio Value

$931.0M

Holdings

288

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (288 positions)

#StockSharesValue% PortfolioType
1
QLTYGMO ETF TRUST
3,493,784$134.4M14.43%
2
MTZMASTEC INC
380,708$82.8M8.89%
3
IVVISHARES TR
59,494$40.7M4.38%
4
AAPLAPPLE INC
126,601$34.4M3.70%
5
IWBISHARES TR
89,307$33.4M3.58%
6
IJRISHARES TR
270,302$32.5M3.49%
7
SPYSPDR S&P 500 ETF TR
39,879$27.2M2.92%
8
VERXVERTEX INC
1,343,839$26.8M2.88%
9
GQGUADVISORS INNER CIRCLE FD III
835,454$20.7M2.22%
10
IWRISHARES TR
210,902$20.3M2.18%
11
METAMETA PLATFORMS INC
29,120$19.2M2.06%
12
GOOGLALPHABET INC
58,982$18.5M1.98%
13
MSFTMICROSOFT CORP
31,719$15.3M1.65%
14
XLKSELECT SECTOR SPDR TR
102,796$14.8M1.59%
15
VOOVANGUARD INDEX FDS
23,312$14.6M1.57%
16
AMZNAMAZON COM INC
62,024$14.3M1.54%
17
VTIVANGUARD INDEX FDS
38,405$12.9M1.38%
18
BRK/BBERKSHIRE HATHAWAY INC DEL
23,715$11.9M1.28%
19
NVDANVIDIA CORPORATION
58,598$10.9M1.17%
20
NDQINVESCO QQQ TR
16,491$10.1M1.09%
21
AMTMAMENTUM HOLDINGS INC
9,814,289$9.8M1.05%
22
CVLCMORGAN STANLEY ETF TRUST
115,572$9.7M1.05%
23
MDYSPDR S&P MIDCAP 400 ETF TR
15,922$9.6M1.03%
24
DFACDIMENSIONAL ETF TRUST
238,363$9.4M1.01%
25
OEFISHARES TR
27,418$9.4M1.01%
26
VXUSVANGUARD STAR FDS
117,655$8.9M0.95%
27
GOOGALPHABET INC
29,498$8.5M0.91%
28
UBERUBER TECHNOLOGIES INC
100,073$8.2M0.88%
29
IWFISHARES TR
16,178$7.7M0.82%
30
BSYBENTLEY SYS INC
193,986$7.4M0.80%
31
RBLXROBLOX CORP
86,233$7.0M0.75%
32
JNJJOHNSON & JOHNSON
33,677$7.0M0.75%
33
TSLATESLA INC
13,760$6.2M0.66%
34
JPMJPMORGAN CHASE & CO.
17,506$5.6M0.61%
35
SCHDSCHWAB STRATEGIC TR
205,284$5.6M0.60%
36
FULTFULTON FINL CORP PA
281,104$5.5M0.59%
37
VYMVANGUARD WHITEHALL FDS
34,446$4.9M0.53%
38
MCDMCDONALDS CORP
13,395$4.1M0.44%
39
VOVANGUARD INDEX FDS
13,275$3.9M0.41%
40
MLB1MERCADOLIBRE INC
1,869$3.8M0.40%
41
EPDENTERPRISE PRODS PARTNERS L
117,385$3.8M0.40%
42
ABBVABBVIE INC
15,652$3.6M0.38%
43
GQ9SPDR GOLD TR
7,788$3.1M0.33%
44
SDYSPDR SERIES TRUST
21,685$3.0M0.32%
45
VYMIVANGUARD WHITEHALL FDS
31,351$2.8M0.30%
46
TSMTAIWAN SEMICONDUCTOR MFG LTD
9,062$2.8M0.30%
47
VBVANGUARD INDEX FDS
10,691$2.8M0.30%
48
AVGOBROADCOM INC
7,497$2.6M0.28%
49
ABTABBOTT LABS
19,528$2.4M0.26%
50
GSLCGOLDMAN SACHS ETF TR
17,980$2.4M0.26%
51
LLYELI LILLY & CO
2,168$2.3M0.25%
52
XOMEXXON MOBIL CORP
18,565$2.2M0.24%
53
XLFISELECT SECTOR SPDR TR
28,528$2.2M0.24%
54
WMBWILLIAMS COS INC
36,782$2.2M0.24%
55
VVISA INC
5,933$2.1M0.22%
56
VVVANGUARD INDEX FDS
6,503$2.0M0.22%
57
HCAHCA HEALTHCARE INC
4,171$1.9M0.21%
58
BACBANK AMERICA CORP
35,345$1.9M0.21%
59
COSTCOSTCO WHSL CORP NEW
2,226$1.9M0.21%
60
IVWISHARES TR
15,552$1.9M0.21%
61
PNCPNC FINL SVCS GROUP INC
9,131$1.9M0.20%
62
IWMISHARES TR
7,570$1.9M0.20%
63
APHAMPHENOL CORP NEW
13,585$1.8M0.20%
64
ISRGINTUITIVE SURGICAL INC
3,238$1.8M0.20%
65
ETENERGY TRANSFER L P
108,912$1.8M0.19%
66
XLVSELECT SECTOR SPDR TR
11,566$1.8M0.19%
67
EFXEQUIFAX INC
7,931$1.7M0.18%
68
MAMASTERCARD INCORPORATED
2,954$1.7M0.18%
69
HIMSHIMS & HERS HEALTH INC
51,630$1.7M0.18%
70
ORCLORACLE CORP
8,521$1.7M0.18%
71
PEPPEPSICO INC
11,423$1.7M0.18%
72
AXPAMERICAN EXPRESS CO
4,387$1.6M0.17%
73
BABAALIBABA GROUP HLDG LTD
11,043$1.6M0.17%
74
VUGVANGUARD INDEX FDS
3,315$1.6M0.17%
75
ITOTISHARES TR
10,867$1.6M0.17%
76
NVRNVR INC
211$1.5M0.17%
77
IWDISHARES TR
7,257$1.5M0.16%
78
SPOTSPOTIFY TECHNOLOGY S A
2,622$1.5M0.16%
79
ACWXISHARES TR
22,225$1.5M0.16%
80
EFAISHARES TR
15,500$1.5M0.16%
81
AMGNAMGEN INC
4,458$1.5M0.16%
82
NFLXNETFLIX INC
15,501$1.5M0.16%
83
DISDISNEY WALT CO
12,433$1.4M0.15%
84
NSCNORFOLK SOUTHN CORP
4,906$1.4M0.15%
85
IVEISHARES TR
6,482$1.4M0.15%
86
IJHISHARES TR
20,736$1.4M0.15%
87
HDHOME DEPOT INC
3,855$1.3M0.14%
88
VTVVANGUARD INDEX FDS
6,874$1.3M0.14%
89
NNENANO NUCLEAR ENERGY INC
53,508$1.3M0.14%
90
USEPINNOVATOR ETFS TRUST
31,935$1.3M0.13%
91
IBITISHARES BITCOIN TRUST ETF
25,151$1.2M0.13%
92
VTEBVANGUARD MUN BD FDS
24,747$1.2M0.13%
93
NOWSERVICENOW INC
8,000$1.2M0.13%
94
CVXCHEVRON CORP NEW
7,708$1.2M0.13%
95
BSEPINNOVATOR ETFS TRUST
23,537$1.2M0.12%
96
COSCNO FINL GROUP INC
26,968$1.1M0.12%
97
GWWWW GRAINGER INC
1,133$1.1M0.12%
98
SPHQINVESCO EXCHANGE TRADED FD T
15,000$1.1M0.12%
99
EMREMERSON ELEC CO
8,450$1.1M0.12%
100
VTWOVANGUARD SCOTTSDALE FDS
11,177$1.1M0.12%
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