Legacy Advisors, LLC
CIK: 1720969SEC EDGAR →
Portfolio Value
$328.0B
Holdings
318
As of
Q3 2026
New Positions
318
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | GMO ETF TRUST | 3,385,726 | $145.1B | 44.25% |
| 2 | ADVISORS INNER CIRCLE FD III | 1,003,727 | $26.5B | 8.08% |
| 3 | VERTEX INC | 1,343,905 | $15.8B | 4.83% |
| 4 | DIMENSIONAL ETF TRUST | 253,694 | $11.3B | 3.44% |
| 5 | VANGUARD STAR FDS | 105,744 | $9.0B | 2.74% |
| 6 | SCHWAB STRATEGIC TR | 238,638 | $7.8B | 2.37% |
| 7 | UBER TECHNOLOGIES INC | 103,527 | $7.1B | 2.16% |
| 8 | FULTON FINL CORP PA | 281,039 | $6.3B | 1.93% |
| 9 | BENTLEY SYS INC | 194,764 | $6.2B | 1.90% |
| 10 | AMPHENOL CORP | 50,800 | $4.3B | 1.31% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 131 | $253.2B | 77.2% |
| Technology | 58 | $41.9B | 12.8% |
| Energy | 10 | $10.2B | 3.1% |
| Unknown | 19 | $6.6B | 2.0% |
| Healthcare | 23 | $4.6B | 1.4% |
| Consumer Cyclical | 16 | $2.8B | 0.8% |
| Industrials | 26 | $2.7B | 0.8% |
| Communication Services | 12 | $2.6B | 0.8% |
| Utilities | 7 | $2.1B | 0.6% |
| Consumer Defensive | 6 | $644.1M | 0.2% |
| Basic Materials | 8 | $640.4M | 0.2% |
| Real Estate | 2 | $1.4M | 0.0% |