Legacy Advisors
PLYMOUTH MEETING, PAfiles as Legacy Advisors, LLC
$1.1bn in 337 US stocks at the end of 30 June 2026. The top 10 are 47.7% of the money. It changed about 11.4% of the portfolio this quarter.
Value
$1.1bn
Stocks
337
Top 10 share
47.7%
Turnover
11.4%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRIEF0.2% of the fund
- CoherentCOHR0.1% of the fund
- IntelINTC0.1% of the fund
- Alps ETF TRAMLP0.1% of the fund
- Vanguard Scottsdale FDSVCIT<0.1% of the fund
- ChubbCB<0.1% of the fund
- T Rowe Price Exchange-TradedTDVG<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- StrykerSYK<0.1% of the fund
- OktaOKTA<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- CorningGLW<0.1% of the fund
- Ishares TRHEFA<0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- MagniteMGNI<0.1% of the fund
- RambusRMBS<0.1% of the fund
- AflacAFL<0.1% of the fund
- Johnson Controls InternationalJCI<0.1% of the fund
- QorvoQRVO<0.1% of the fund
- RPM InternationalRPM<0.1% of the fund
- CVS HealthCVS<0.1% of the fund
- Spdr Series TrustXSD<0.1% of the fund
- Remitly GlobalRELY<0.1% of the fund
- NordsonNDSN<0.1% of the fund
- Coca-Cola ConsolidatedCOKE<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVOO7.1% of the fund+118%
- Ishares TRIJR4.9% of the fund+16%
- MastecMTZ4.8% of the fund+32%
- AppleAAPL4.0% of the fund+23%
- State STR Spdr S&P 500 ETF TSPY2.9% of the fund+6%
- AlphabetGOOGL2.2% of the fund+17%
- Meta PlatformsMETA1.8% of the fund+16%
- Amazon.comAMZN1.6% of the fund+19%
- NvidiaNVDA1.4% of the fund+31%
- MicrosoftMSFT1.3% of the fund+16%
- Berkshire HathawayBRK-B1.1% of the fund+4%
- Vanguard Star FDSVXUS1.1% of the fund+19%
- Johnson & JohnsonJNJ0.9% of the fund+5%
- Uber TechnologiesUBER0.7% of the fund+9%
- Schwab Strategic TRSCHD0.7% of the fund+13%
- Micron TechnologyMU0.7% of the fund+335%
- TeslaTSLA0.6% of the fund+4%
- JPMorgan ChaseJPM0.6% of the fund+12%
- Taiwan Semiconductor ManufacturingTSM0.4% of the fund+4%
- AbbVieABBV0.4% of the fund+9%
- BroadcomAVGO0.4% of the fund+28%
- McDonald'sMCD0.4% of the fund+8%
- Vanguard Index FDSVUG0.3% of the fund+33%
- Spdr Series TrustSDY0.3% of the fund+3%
- AmphenolAPH0.3% of the fund+39%
Cut
Sold some of their stake.
- GMO ETF TrustQLTY13.4% of the fund-3%
- Ishares TRIVV2.7% of the fund-31%
- Ishares TRIWR2.1% of the fund-2%
- Vanguard Index FDSVO0.4% of the fund-3%
- Spdr Gold TRGLD0.3% of the fund-4%
- Goldman Sachs ETF TRGSLC0.2% of the fund-5%
- Williams CompaniesWMB0.2% of the fund-9%
- Ishares TRACWX0.1% of the fund-9%
- Vanguard MUN BD FDSVTEB0.1% of the fund-4%
- CNO Financial GroupCNO0.1% of the fund-7%
- Innovator Etfs TrustUSEP<0.1% of the fund-22%
- Truist FinancialTFC<0.1% of the fund-17%
- ToastTOST<0.1% of the fund-11%
- Reinsurance Group of AmericaRGA<0.1% of the fund-6%
- Ishares TRIXUS<0.1% of the fund-4%
- BlackstoneBX<0.1% of the fund-8%
- EatonETN<0.1% of the fund-27%
- Becton DickinsonBDX<0.1% of the fund-11%
- O'Reilly AutomotiveORLY<0.1% of the fund-2%
- SalesforceCRM<0.1% of the fund-7%
- Marsh & McLennan CompaniesMRSH<0.1% of the fund-35%
- Waste ManagementWM<0.1% of the fund-23%
- V FVFC<0.1% of the fund-3%
- US BancorpUSB<0.1% of the fund-16%
- Vanguard World FDVHT<0.1% of the fund-56%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- Honeywell InternationalHON-100%
- Constellation BrandsSTZ-100%
- CopartCPRT-100%
- Agnico Eagle MinesAEM-100%
- GenpactG-100%
- Profesionally Managed PortfoAKRE-100%
- Flushing Financial-100%
- Vanguard Index FDSVNQ-100%
- HubspotHUBS-100%
- Primoris ServicesPRIM-100%
- NCR AtleosNATL-100%
- ZoetisZTS-100%
Holdings
- GMO ETF TrustQLTY
- Share
- 13.4%
- Value
- $143m
- Shares
- 3,431,467
-3%
- Vanguard Index FDSVOO
- Share
- 7.1%
- Value
- $76m
- Shares
- 109,960
+118%
- Ishares TRIJR
- Share
- 4.9%
- Value
- $52m
- Shares
- 351,532
+16%
- Ishares TRIWB
- Share
- 3.4%
- Value
- $37m
- Shares
- 89,260
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 2.9%
- Value
- $32m
- Shares
- 42,276
+6%
- Ishares TRIVV
- Share
- 2.7%
- Value
- $29m
- Shares
- 39,008
-31%
- Advisors Inner Circle FD IIIGQGU
- Share
- 2.3%
- Value
- $24m
- Shares
- 958,503
Held
- Ishares TRIWR
- Share
- 2.1%
- Value
- $23m
- Shares
- 207,332
-2%
- Select Sector Spdr TRXLK
- Share
- 1.8%
- Value
- $20m
- Shares
- 102,692
Held
- Vanguard Index FDSVTI
- Share
- 1.4%
- Value
- $15m
- Shares
- 41,079
Held
- Invesco QQQ TRQQQ
- Share
- 1.2%
- Value
- $12m
- Shares
- 16,947
Held
- Vanguard Star FDSVXUS
- Share
- 1.1%
- Value
- $12m
- Shares
- 137,571
+19%
- State STR Spdr S&P Midcap 40MDY
- Share
- 1.0%
- Value
- $11m
- Shares
- 15,938
Held
- Dimensional ETF TrustDFAC
- Share
- 1.0%
- Value
- $11m
- Shares
- 238,363
Held
- Ishares TROEF
- Share
- 0.9%
- Value
- $10m
- Shares
- 27,418
Held
- Vanguard Whitehall FDSVYMI
- Share
- 0.8%
- Value
- $9m
- Shares
- 86,778
Held
- Ishares TRIWF
- Share
- 0.7%
- Value
- $8m
- Shares
- 64,044
Held
- Schwab Strategic TRSCHD
- Share
- 0.7%
- Value
- $7m
- Shares
- 234,403
+13%
- Vanguard Whitehall FDSVYM
- Share
- 0.5%
- Value
- $6m
- Shares
- 34,875
Held
- Vanguard Index FDSVO
- Share
- 0.4%
- Value
- $4m
- Shares
- 49,135
-3%
- Vanguard Index FDSVUG
- Share
- 0.3%
- Value
- $4m
- Shares
- 40,920
+33%
- Spdr Series TrustSDY
- Share
- 0.3%
- Value
- $3m
- Shares
- 22,134
+3%
- Vanguard Index FDSVB
- Share
- 0.3%
- Value
- $3m
- Shares
- 9,884
Held
- Spdr Gold TRGLD
- Share
- 0.3%
- Value
- $3m
- Shares
- 7,453
-4%
- Select Sector Spdr TRXLP
- Share
- 0.2%
- Value
- $3m
- Shares
- 31,246
Held
- Goldman Sachs ETF TRGSLC
- Share
- 0.2%
- Value
- $2m
- Shares
- 17,263
-5%
- Vanguard Index FDSVTV
- Share
- 0.2%
- Value
- $2m
- Shares
- 10,599
+33%
- Vanguard Index FDSVV
- Share
- 0.2%
- Value
- $2m
- Shares
- 6,503
Held
- Ishares TRIEF
- Share
- 0.2%
- Value
- $2m
- Shares
- 23,561
New
- Ishares TRIVW
- Share
- 0.2%
- Value
- $2m
- Shares
- 15,552
Held
- Ishares TRIWM
- Share
- 0.2%
- Value
- $2m
- Shares
- 7,067
Held
- Select Sector Spdr TRXLV
- Share
- 0.2%
- Value
- $2m
- Shares
- 12,841
+46%
- Energy Transfer L PET
- Share
- 0.2%
- Value
- $2m
- Shares
- 101,747
Held
- Ishares TRITOT
- Share
- 0.2%
- Value
- $2m
- Shares
- 10,867
Held
- Ishares TRIWD
- Share
- 0.2%
- Value
- $2m
- Shares
- 7,257
Held
- Ishares TRIJH
- Share
- 0.2%
- Value
- $2m
- Shares
- 21,044
Held
- Ishares TREFA
- Share
- 0.2%
- Value
- $2m
- Shares
- 15,549
Held
- Ishares TRACWX
- Share
- 0.1%
- Value
- $1m
- Shares
- 19,581
-9%
- Ishares TRIVE
- Share
- 0.1%
- Value
- $1m
- Shares
- 6,482
Held
- Vanguard MUN BD FDSVTEB
- Share
- 0.1%
- Value
- $1m
- Shares
- 26,741
-4%
- Invesco Exchange Traded FD TSPHQ
- Share
- 0.1%
- Value
- $1m
- Shares
- 15,000
Held
- Vanguard Scottsdale FDSVTWO
- Share
- 0.1%
- Value
- $1m
- Shares
- 11,067
Held
- Vanguard BD Index FDSBND
- Share
- 0.1%
- Value
- $1m
- Shares
- 17,944
+9%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| GMO ETF TrustQLTY | 13.4% | $143m | 3,431,467 | -3% |
| Vanguard Index FDSVOO | 7.1% | $76m | 109,960 | +118% |
| Ishares TRIJR | 4.9% | $52m | 351,532 | +16% |
| MastecMTZ | 4.8% | $52m | 124,181 | +32% |
| AppleAAPL | 4.0% | $43m | 149,777 | +23% |
| Ishares TRIWB | 3.4% | $37m | 89,260 | Held |
| State STR Spdr S&P 500 ETF TSPY | 2.9% | $32m | 42,276 | +6% |
| Ishares TRIVV | 2.7% | $29m | 39,008 | -31% |
| Advisors Inner Circle FD IIIGQGU | 2.3% | $24m | 958,503 | Held |
| AlphabetGOOGL | 2.2% | $24m | 66,230 | +17% |
| Ishares TRIWR | 2.1% | $23m | 207,332 | -2% |
| Select Sector Spdr TRXLK | 1.8% | $20m | 102,692 | Held |
| Meta PlatformsMETA | 1.8% | $19m | 33,678 | +16% |
| Amazon.comAMZN | 1.6% | $18m | 73,840 | +19% |
| VertexVERX | 1.4% | $15m | 1,343,838 | Held |
| Vanguard Index FDSVTI | 1.4% | $15m | 41,079 | Held |
| NvidiaNVDA | 1.4% | $15m | 74,563 | +31% |
| MicrosoftMSFT | 1.3% | $14m | 37,656 | +16% |
| Invesco QQQ TRQQQ | 1.2% | $12m | 16,947 | Held |
| Berkshire HathawayBRK-B | 1.1% | $12m | 24,109 | +4% |
| Vanguard Star FDSVXUS | 1.1% | $12m | 137,571 | +19% |
| State STR Spdr S&P Midcap 40MDY | 1.0% | $11m | 15,938 | Held |
| Dimensional ETF TrustDFAC | 1.0% | $11m | 238,363 | Held |
| Ishares TROEF | 0.9% | $10m | 27,418 | Held |
| AlphabetGOOG | 0.9% | $10m | 29,726 | Held |
| Johnson & JohnsonJNJ | 0.9% | $9m | 36,926 | +5% |
| Amentum HoldingsAMTM | 0.8% | $9m | 9,065,677 | Held |
| Vanguard Whitehall FDSVYMI | 0.8% | $9m | 86,778 | Held |
| Ishares TRIWF | 0.7% | $8m | 64,044 | Held |
| Uber TechnologiesUBER | 0.7% | $8m | 108,924 | +9% |
| Schwab Strategic TRSCHD | 0.7% | $7m | 234,403 | +13% |
| Micron TechnologyMU | 0.7% | $7m | 6,182 | +335% |
| Fulton FinancialFULT | 0.6% | $7m | 281,104 | Held |
| TeslaTSLA | 0.6% | $6m | 14,800 | +4% |
| JPMorgan ChaseJPM | 0.6% | $6m | 18,800 | +12% |
| Bentley SystemsBSY | 0.5% | $6m | 194,576 | Held |
| Vanguard Whitehall FDSVYM | 0.5% | $6m | 34,875 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.4% | $5m | 9,899 | +4% |
| RobloxRBLX | 0.4% | $5m | 85,634 | Held |
| Enterprise Products Partners L.P.EPD | 0.4% | $4m | 119,033 | Held |
| AbbVieABBV | 0.4% | $4m | 16,549 | +9% |
| Vanguard Index FDSVO | 0.4% | $4m | 49,135 | -3% |
| BroadcomAVGO | 0.4% | $4m | 10,299 | +28% |
| McDonald'sMCD | 0.4% | $4m | 14,357 | +8% |
| Vanguard Index FDSVUG | 0.3% | $4m | 40,920 | +33% |
| Spdr Series TrustSDY | 0.3% | $3m | 22,134 | +3% |
| AmphenolAPH | 0.3% | $3m | 19,024 | +39% |
| MercadoLibreMELI | 0.3% | $3m | 1,882 | Held |
| Vanguard Index FDSVB | 0.3% | $3m | 9,884 | Held |
| Applied MaterialsAMAT | 0.3% | $3m | 3,980 | +2% |
| Spdr Gold TRGLD | 0.3% | $3m | 7,453 | -4% |
| Lam ResearchLRCX | 0.3% | $3m | 6,257 | +6% |
| Select Sector Spdr TRXLP | 0.2% | $3m | 31,246 | Held |
| Eli LillyLLY | 0.2% | $3m | 2,152 | +21% |
| Bank of AmericaBAC | 0.2% | $3m | 45,115 | +30% |
| Goldman Sachs ETF TRGSLC | 0.2% | $2m | 17,263 | -5% |
| Home DepotHD | 0.2% | $2m | 6,845 | +90% |
| Vanguard Index FDSVTV | 0.2% | $2m | 10,599 | +33% |
| PNC Financial Services GroupPNC | 0.2% | $2m | 9,377 | +3% |
| ASML Holding NVASML | 0.2% | $2m | 1,126 | +59% |
| Vanguard Index FDSVV | 0.2% | $2m | 6,503 | Held |
| Ishares TRIEF | 0.2% | $2m | 23,561 | New |
| Ishares TRIVW | 0.2% | $2m | 15,552 | Held |
| Williams CompaniesWMB | 0.2% | $2m | 28,754 | -9% |
| Ishares TRIWM | 0.2% | $2m | 7,067 | Held |
| VisaV | 0.2% | $2m | 6,090 | +14% |
| Costco WholesaleCOST | 0.2% | $2m | 2,180 | +2% |
| American ExpressAXP | 0.2% | $2m | 6,024 | +37% |
| Select Sector Spdr TRXLV | 0.2% | $2m | 12,841 | +46% |
| PepsiCoPEP | 0.2% | $2m | 15,046 | +32% |
| Advanced Micro DevicesAMD | 0.2% | $2m | 3,472 | +22% |
| Energy Transfer L PET | 0.2% | $2m | 101,747 | Held |
| Hims & Hers HealthHIMS | 0.2% | $2m | 51,582 | Held |
| Ishares TRITOT | 0.2% | $2m | 10,867 | Held |
| Walt DisneyDIS | 0.2% | $2m | 18,477 | +56% |
| Ishares TRIWD | 0.2% | $2m | 7,257 | Held |
| Abbott LaboratoriesABT | 0.2% | $2m | 18,704 | Held |
| Marvell TechnologyMRVL | 0.2% | $2m | 5,682 | +20% |
| Ishares TRIJH | 0.2% | $2m | 21,044 | Held |
| Ishares TREFA | 0.2% | $2m | 15,549 | Held |
| HCA HealthcareHCA | 0.1% | $2m | 4,116 | Held |
| AmgenAMGN | 0.1% | $2m | 4,387 | Held |
| Norfolk SouthernNSC | 0.1% | $2m | 4,984 | Held |
| CoherentCOHR | 0.1% | $2m | 3,972 | New |
| W.W. GraingerGWW | 0.1% | $2m | 1,135 | Held |
| GE VernovaGEV | 0.1% | $1m | 1,271 | Held |
| Ishares TRACWX | 0.1% | $1m | 19,581 | -9% |
| MerckMRK | 0.1% | $1m | 11,408 | +41% |
| Ishares TRIVE | 0.1% | $1m | 6,482 | Held |
| NVRNVR | 0.1% | $1m | 212 | Held |
| General ElectricGE | 0.1% | $1m | 3,862 | +7% |
| BoeingBA | 0.1% | $1m | 6,498 | +92% |
| MastercardMA | 0.1% | $1m | 2,654 | Held |
| Vanguard MUN BD FDSVTEB | 0.1% | $1m | 26,741 | -4% |
| Invesco Exchange Traded FD TSPHQ | 0.1% | $1m | 15,000 | Held |
| CaterpillarCAT | 0.1% | $1m | 1,263 | +28% |
| Vanguard Scottsdale FDSVTWO | 0.1% | $1m | 11,067 | Held |
| Intuitive SurgicalISRG | 0.1% | $1m | 3,374 | +4% |
| Vanguard BD Index FDSBND | 0.1% | $1m | 17,944 | +9% |
| OracleORCL | 0.1% | $1m | 8,946 | +14% |
Showing the largest 100 of 337.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 16813.1% since 30 June 2025.
Where the money is
Technology14.9%
Industrials7.9%
Media & telecom5.6%
Financial services4.9%
Retail & consumer3.5%
Health care3.1%
Utilities0.9%
Everyday goods0.8%
Energy0.4%
Materials0.2%
Real estate0.2%
Other57.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.