Arkolith/Funds/Legacy Advisors, LLC

Legacy Advisors, LLC

CIK 1720969
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Legacy Advisors, LLC holds a focused book of 337 reported positions worth $1.1B as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Ishares 7-10 Year Treasury B and trimmed GMO U.S. Quality ETF. Their largest long position is GMO U.S. Quality ETF at 13% of the reported non-option book.

Opened
69
bought for the first time
+66 more · largest first
2 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
12
exited the position entirely
+9 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
34%
Top 10 holdings
48%
Top 20 holdings
63%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

43% mapped to company sectors

ETFs / funds
57%
Information Technology
19%
Industrials
9%
Financials
5%
Consumer Discretionary
4%
Health Care
3%
Utilities
1%
Communication Services
1%

+5 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Legacy Advisors, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.13 / 80$4.5B
BlueSpruce Investments, LP9 / 80$640.2M
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$453.6M
Hoffman, Alan N Investment Management10 / 80$162.3M
Swiss Re Ltd32 / 80$1.0B
Prospect Hill Management, LLC9 / 80$241.4M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B

Ranked by the share of each fund's own book sitting in the names it shares with Legacy Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

337 positions
#SecurityValueShares% PortLast moveHistory
1GMO ETF Trust
US QUALITY ETF
$143.1M3.43M
13.4%
−2.8%
Reduced · −98K sh
2Vanguard Index FDS
S&P 500 ETF SHS
$75.5M110.0K
7.1%
+118%
Added · +60K sh
3Ishares TR
CORE S&P SCP ETF
$52.1M351.5K
4.9%
+16%
Added · +48K sh
4Mastec Inc
COM
$51.7M124.2K
4.8%
+32%
Added · +30K sh
5Apple Inc
COM
$43.3M149.8K
4.0%
+23%
Added · +28K sh
6Ishares TR
RUS 1000 ETF
$36.6M89.3K
3.4%
~0%
Reduced · −7 sh
7State STR SPDR S&P 500 ETF T
TR UNIT
$31.6M42.3K
2.9%
+5.9%
Added · +2K sh
8Ishares TR
CORE S&P500 ETF
$29.2M39.0K
2.7%
−31%
Reduced · −18K sh
9Advisors Inner Circle FD III
GQG US EQUIT ETF
$24.3M958.5K
2.3%
~0%
Added · +409 sh
10Alphabet Inc
CAP STK CL A
$23.7M66.2K
2.2%
+17%
Added · +9K sh
11Ishares TR
RUS MID CAP ETF
$22.9M207.3K
2.1%
−2.2%
Reduced · −5K sh
12Select Sector SPDR TR
ST STR TECHN ETF
$19.6M102.7K
1.8%
~0%
Added · +14 sh
13Meta Platforms Inc
CL A
$19.0M33.7K
1.8%
+16%
Added · +5K sh
14Amazon Com Inc
COM
$17.6M73.8K
1.6%
+19%
Added · +12K sh
15Vertex Inc
CL A
$15.4M1.34M
1.4%
~0%
Added · +59 sh
16Vanguard Index FDS
TOTAL STK MKT
$15.2M41.1K
1.4%
−0.4%
Reduced · −177 sh
17Nvidia Corporation
COM
$14.9M74.6K
1.4%
+31%
Added · +17K sh
18Microsoft Corp
COM
$14.0M37.7K
1.3%
+16%
Added · +5K sh
19Invesco QQQ TR
UNIT SER 1
$12.5M16.9K
1.2%
+0.6%
Added · +95 sh
20Berkshire Hathaway Inc Del
CL B NEW
$12.1M24.1K
1.1%
+3.5%
Added · +818 sh
21Vanguard Star FDS
VG TL INTL STK F
$11.8M137.6K
1.1%
+19%
Added · +22K sh
22State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$11.2M15.9K
1.0%
~0%
Added · +6 sh
23Dimensional ETF Trust
US COR EQU 2 ETF
$10.6M238.4K
1.0%
Held
24Ishares TR
S&P 100 ETF
$10.0M27.4K
0.9%
Held
25Alphabet Inc
CAP STK CL C
$9.6M29.7K
0.9%
+1.3%
Added · +390 sh
26Johnson & Johnson
COM
$9.4M36.9K
0.9%
+4.5%
Added · +2K sh
27Amentum Holdings Inc
COM
$9.1M9.07M
0.8%
~0%
Added · +1K sh
28Vanguard Whitehall FDS
INTL HIGH ETF
$8.5M86.8K
0.8%
Held
29Ishares TR
RUS 1000 GRW ETF
$8.0M64.0K
0.7%
+300%
Added · +48K sh
30Uber Technologies Inc
COM
$7.9M108.9K
0.7%
+8.9%
Added · +9K sh
31Schwab Strategic TR
US DIVIDEND EQ
$7.4M234.4K
0.7%
+13%
Added · +27K sh
32Micron Technology Inc
COM
$7.1M6.2K
0.7%
+335%
Added · +5K sh
33Fulton Finl Corp Pa
COM
$6.8M281.1K
0.6%
Held
34Tesla Inc
COM
$6.2M14.8K
0.6%
+3.9%
Added · +550 sh
35JPMorgan Chase & Co
COM
$6.2M18.8K
0.6%
+12%
Added · +2K sh
36Bentley Sys Inc
COM CL B
$5.8M194.6K
0.5%
+0.1%
Added · +251 sh
37Vanguard Whitehall FDS
HIGH DIV YLD
$5.5M34.9K
0.5%
Held
38Taiwan Semiconductor Manufac
SPONSORED ADS
$4.7M9.9K
0.4%
+3.7%
Added · +355 sh
39Roblox Corp
CL A
$4.7M85.6K
0.4%
−1.7%
Reduced · −1K sh
40Enterprise Prods Partners L
COM
$4.4M119.0K
0.4%
+0.7%
Added · +804 sh
41Abbvie Inc
COM
$4.2M16.5K
0.4%
+8.7%
Added · +1K sh
42Vanguard Index FDS
MID CAP ETF
$4.0M49.1K
0.4%
+287%
Added · +36K sh
43Broadcom Inc
COM
$3.9M10.3K
0.4%
+28%
Added · +2K sh
44McDonalds Corp
COM
$3.9M14.4K
0.4%
+8.0%
Added · +1K sh
45Vanguard Index FDS
GROWTH ETF
$3.5M40.9K
0.3%
+699%
Added · +36K sh
46SPDR Series Trust
ST STR SP DIV
$3.4M22.1K
0.3%
+2.6%
Added · +564 sh
47Amphenol Corp
CL A
$3.4M19.0K
0.3%
+39%
Added · +5K sh
48Mercadolibre Inc
COM
$3.2M1.9K
0.3%
−0.1%
Reduced · −1 sh
49Vanguard Index FDS
SMALL CP ETF
$3.0M9.9K
0.3%
+1.0%
Added · +100 sh
50Applied Matls Inc
COM
$2.9M4.0K
0.3%
+2.4%
Added · +92 sh
Showing 50 of 337 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.1B · Q2 2026Q3 2024 · $923.5MQ2 2026 · $1.1B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 202624d337$1.1B13F-HR
Q1 2026Mar 31, 2026May 5, 202635d279$848.2M13F-HR
Q4 2025Dec 31, 2025Jan 27, 202627d288$931.0M13F-HR
Q3 2025Sep 30, 2025Nov 13, 202544d252$809.9M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202545d411$1.0B13F-HR
Q3 2024Sep 30, 2024Nov 13, 202444d378$923.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.