Legacy Wealth Advisors, LLC
CIK: 0002111463SEC EDGAR →
Portfolio Value
$151.5M
Holdings
86
As of
Q4 2025
New Positions
86
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 426,150 | $21.6M | 14.23% |
| 2 | ISHARES TR | 202,329 | $20.3M | 13.41% |
| 3 | BERKSHIRE HATHAWAY INC DEL | 19 | $14.3M | 9.47% |
| 4 | SPDR S&P 500 ETF TR | 15,474 | $10.6M | 6.97% |
| 5 | AB ACTIVE ETFS INC | 162,764 | $6.7M | 4.44% |
| 6 | VANGUARD INDEX FDS | 17,554 | $5.9M | 3.89% |
| 7 | APPLE INC | 18,038 | $4.9M | 3.24% |
| 8 | SPDR SERIES TRUST | 47,010 | $4.3M | 2.84% |
| 9 | AB ACTIVE ETFS INC | 76,523 | $3.9M | 2.55% |
| 10 | NVIDIA CORPORATION | 20,566 | $3.8M | 2.53% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 39 | $97.2M | 64.2% |
| Technology | 13 | $17.7M | 11.7% |
| Unknown | 3 | $15.8M | 10.4% |
| Communication Services | 5 | $5.8M | 3.8% |
| Energy | 7 | $5.6M | 3.7% |
| Consumer Cyclical | 4 | $4.9M | 3.2% |
| Healthcare | 7 | $2.4M | 1.6% |
| Industrials | 5 | $1.2M | 0.8% |
| Consumer Defensive | 2 | $628K | 0.4% |
| Utilities | 1 | $255K | 0.2% |