Legacy Advisors, LLC holds a focused book of 337 stocks worth $1.1B as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter 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 equity book. Cloning the disclosed picks since 2024 would be +26% (+14.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1720969/holdings"
Use Arkolith to show Legacy Advisors, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +36.5%, a 10.2-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Legacy Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
43% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | GMO ETF Trust US QUALITY ETF | $143.1M | 3.43M | 13.4% | ▼−2.8% Reduced · −98K sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $75.5M | 110.0K | 7.1% | ▲+118% Added · +60K sh | |
| 3 | Ishares TR CORE S&P SCP ETF | $52.1M | 351.5K | 4.9% | ▲+16% Added · +48K sh | |
| 4 | Mastec Inc COM | $51.7M | 124.2K | 4.8% | ▲+32% Added · +30K sh | |
| 5 | Apple Inc COM | $43.3M | 149.8K | 4.0% | ▲+23% Added · +28K sh | |
| 6 | Ishares TR RUS 1000 ETF | $36.6M | 89.3K | 3.4% | ▼~0% Reduced · −7 sh | |
| 7 | State STR SPDR S&P 500 ETF T TR UNIT | $31.6M | 42.3K | 2.9% | ▲+5.9% Added · +2K sh | |
| 8 | Ishares TR CORE S&P500 ETF | $29.2M | 39.0K | 2.7% | ▼−31% Reduced · −18K sh | |
| 9 | Advisors Inner Circle FD III GQG US EQUIT ETF | $24.3M | 958.5K | 2.3% | ▲~0% Added · +409 sh | |
| 10 | Alphabet Inc CAP STK CL A | $23.7M | 66.2K | 2.2% | ▲+17% Added · +9K sh | |
| 11 | Ishares TR RUS MID CAP ETF | $22.9M | 207.3K | 2.1% | ▼−2.2% Reduced · −5K sh | |
| 12 | Select Sector SPDR TR ST STR TECHN ETF | $19.6M | 102.7K | 1.8% | ▲~0% Added · +14 sh | |
| 13 | Meta Platforms Inc CL A | $19.0M | 33.7K | 1.8% | ▲+16% Added · +5K sh | |
| 14 | Amazon Com Inc COM | $17.6M | 73.8K | 1.6% | ▲+19% Added · +12K sh | |
| 15 | Vertex Inc CL A | $15.4M | 1.34M | 1.4% | ▲~0% Added · +59 sh | |
| 16 | Vanguard Index FDS TOTAL STK MKT | $15.2M | 41.1K | 1.4% | ▼−0.4% Reduced · −177 sh | |
| 17 | Nvidia Corporation COM | $14.9M | 74.6K | 1.4% | ▲+31% Added · +17K sh | |
| 18 | Microsoft Corp COM | $14.0M | 37.7K | 1.3% | ▲+16% Added · +5K sh | |
| 19 | Invesco QQQ TR UNIT SER 1 | $12.5M | 16.9K | 1.2% | ▲+0.6% Added · +95 sh | |
| 20 | Berkshire Hathaway Inc Del CL B NEW | $12.1M | 24.1K | 1.1% | ▲+3.5% Added · +818 sh | |
| 21 | Vanguard Star FDS VG TL INTL STK F | $11.8M | 137.6K | 1.1% | ▲+19% Added · +22K sh | |
| 22 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $11.2M | 15.9K | 1.0% | ▲~0% Added · +6 sh | |
| 23 | Dimensional ETF Trust US COR EQU 2 ETF | $10.6M | 238.4K | 1.0% | —Held | |
| 24 | Ishares TR S&P 100 ETF | $10.0M | 27.4K | 0.9% | —Held | |
| 25 | Alphabet Inc CAP STK CL C | $9.6M | 29.7K | 0.9% | ▲+1.3% Added · +390 sh | |
| 26 | Johnson & Johnson COM | $9.4M | 36.9K | 0.9% | ▲+4.5% Added · +2K sh | |
| 27 | Amentum Holdings Inc COM | $9.1M | 9.07M | 0.8% | ▲~0% Added · +1K sh | |
| 28 | Vanguard Whitehall FDS INTL HIGH ETF | $8.5M | 86.8K | 0.8% | —Held | |
| 29 | Ishares TR RUS 1000 GRW ETF | $8.0M | 64.0K | 0.7% | ▲+300% Added · +48K sh | |
| 30 | Uber Technologies Inc COM | $7.9M | 108.9K | 0.7% | ▲+8.9% Added · +9K sh | |
| 31 | Schwab Strategic TR US DIVIDEND EQ | $7.4M | 234.4K | 0.7% | ▲+13% Added · +27K sh | |
| 32 | Micron Technology Inc COM | $7.1M | 6.2K | 0.7% | ▲+335% Added · +5K sh | |
| 33 | Fulton Finl Corp Pa COM | $6.8M | 281.1K | 0.6% | —Held | |
| 34 | Tesla Inc COM | $6.2M | 14.8K | 0.6% | ▲+3.9% Added · +550 sh | |
| 35 | JPMorgan Chase & Co COM | $6.2M | 18.8K | 0.6% | ▲+12% Added · +2K sh | |
| 36 | Bentley Sys Inc COM CL B | $5.8M | 194.6K | 0.5% | ▲+0.1% Added · +251 sh | |
| 37 | Vanguard Whitehall FDS HIGH DIV YLD | $5.5M | 34.9K | 0.5% | —Held | |
| 38 | Taiwan Semiconductor Manufac SPONSORED ADS | $4.7M | 9.9K | 0.4% | ▲+3.7% Added · +355 sh | |
| 39 | Roblox Corp CL A | $4.7M | 85.6K | 0.4% | ▼−1.7% Reduced · −1K sh | |
| 40 | Enterprise Prods Partners L COM | $4.4M | 119.0K | 0.4% | ▲+0.7% Added · +804 sh | |
| 41 | Abbvie Inc COM | $4.2M | 16.5K | 0.4% | ▲+8.7% Added · +1K sh | |
| 42 | Vanguard Index FDS MID CAP ETF | $4.0M | 49.1K | 0.4% | ▲+287% Added · +36K sh | |
| 43 | Broadcom Inc COM | $3.9M | 10.3K | 0.4% | ▲+28% Added · +2K sh | |
| 44 | McDonalds Corp COM | $3.9M | 14.4K | 0.4% | ▲+8.0% Added · +1K sh | |
| 45 | Vanguard Index FDS GROWTH ETF | $3.5M | 40.9K | 0.3% | ▲+699% Added · +36K sh | |
| 46 | SPDR Series Trust ST STR SP DIV | $3.4M | 22.1K | 0.3% | ▲+2.6% Added · +564 sh | |
| 47 | Amphenol Corp CL A | $3.4M | 19.0K | 0.3% | ▲+39% Added · +5K sh | |
| 48 | Mercadolibre Inc COM | $3.2M | 1.9K | 0.3% | ▼−0.1% Reduced · −1 sh | |
| 49 | Vanguard Index FDS SMALL CP ETF | $3.0M | 9.9K | 0.3% | ▲+1.0% Added · +100 sh | |
| 50 | Applied Matls Inc COM | $2.9M | 4.0K | 0.3% | ▲+2.4% Added · +92 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 337 | $1.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 279 | $848.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 288 | $931.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 252 | $809.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 411 | $1.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 378 | $923.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.