Legacy Wealth Advisors

NORTH MIAMI BEACH, FLfiles as Legacy Wealth Advisors, LLC

$231m in 148 US stocks at the end of 30 June 2026. The top 10 are 59.2% of the money. It changed about 13.5% of the portfolio this quarter.

Value

$231m

Stocks

148

Top 10 share

59.2%

Turnover

13.5%

What changed this quarter

New

Bought for the first time this quarter.

Space Exploration TechnologiesSPCX
1.0% of the fund
Advanced Micro DevicesAMD
0.5% of the fund
IntelINTC
0.3% of the fund
Palo Alto NetworksPANW
0.2% of the fund
Walt DisneyDIS
0.2% of the fund
AB Active EtfsFWD
0.2% of the fund
CrowdStrike HoldingsCRWD
0.2% of the fund
Marvell TechnologyMRVL
0.2% of the fund
AmphenolAPH
0.2% of the fund
Texas InstrumentsTXN
0.1% of the fund
TeradyneTER
0.1% of the fund
Seagate Technology HoldingsSTX
0.1% of the fund
EatonETN
0.1% of the fund
Teledyne TechnologiesTDY
0.1% of the fund
SandiskSNDK
0.1% of the fund
Cadence Design SystemsCDNS
0.1% of the fund
UL SolutionsULS
0.1% of the fund
DeereDE
0.1% of the fund
CitigroupC
0.1% of the fund
Capital One FinancialCOF
0.1% of the fund
MetLifeMET
0.1% of the fund
Microchip TechnologyMCHP
0.1% of the fund
Dell TechnologiesDELL
0.1% of the fund
Arista NetworksANET
0.1% of the fund
TransDigm GroupTDG
0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRSGOV
23.0% of the fund
+13%
AppleAAPL
3.1% of the fund
+11%
NvidiaNVDA
3.1% of the fund
+27%
Amazon.comAMZN
2.2% of the fund
+32%
AlphabetGOOGL
2.2% of the fund
+37%
MicrosoftMSFT
2.1% of the fund
+30%
AB Active EtfsTAFI
1.5% of the fund
+295%
Vanguard Intl Equity Index FVEU
1.4% of the fund
+23%
BroadcomAVGO
1.0% of the fund
+17%
Meta PlatformsMETA
0.9% of the fund
+3%
Blackstone Secured Lending FundBXSL
0.8% of the fund
+2%
Micron TechnologyMU
0.7% of the fund
+45%
AlphabetGOOG
0.6% of the fund
+37%
AB Active EtfsEMOP
0.5% of the fund
+81%
VisaV
0.5% of the fund
+16%
JPMorgan ChaseJPM
0.5% of the fund
+13%
Eli LillyLLY
0.4% of the fund
+21%
ASML Holding NVASML
0.4% of the fund
+17%
UnitedHealth GroupUNH
0.4% of the fund
+28%
Applied MaterialsAMAT
0.4% of the fund
+25%
ExxonMobil HoldingsXOM
0.4% of the fund
+37%
Invesco QQQ TRQQQ
0.3% of the fund
+24%
KLAKLAC
0.3% of the fund
+3%
Taiwan Semiconductor ManufacturingTSM
0.3% of the fund
+2%
Bank of AmericaBAC
0.3% of the fund
+44%

Cut

Sold some of their stake.

J P Morgan Exchange Traded FJPST
6.9% of the fund
-15%
State STR Spdr S&P 500 ETF TSPY
6.7% of the fund
-22%
Spdr Series TrustBIL
1.7% of the fund
-9%
TeslaTSLA
1.0% of the fund
-3%
Vanguard Index FDSVOO
0.8% of the fund
-22%
Berkshire HathawayBRK-B
0.6% of the fund
-10%
AB Active EtfsYEAR
0.4% of the fund
-75%
Vanguard Whitehall FDSVYM
0.3% of the fund
-13%
Lam ResearchLRCX
0.2% of the fund
-3%
Vanguard World FDVOX
0.2% of the fund
-29%
PrologisPLD
0.1% of the fund
-6%
OracleORCL
0.1% of the fund
-69%
TJX CompaniesTJX
0.1% of the fund
-36%
Thermo Fisher ScientificTMO
0.1% of the fund
-44%
ShellSHEL
0.1% of the fund
-3%
Mplx LPMPLX
0.1% of the fund
-5%
eBayEBAY
0.1% of the fund
-15%
AstrazenecaAZN
<0.1% of the fund
-22%

Sold out

Sold their entire stake.

Holdings

Ishares TRSGOV
Share
23.0%
Value
$53m
Shares
527,772
+13%
J P Morgan Exchange Traded FJPST
Share
6.9%
Value
$16m
Shares
313,432
-15%
State STR Spdr S&P 500 ETF TSPY
Share
6.7%
Value
$15m
Shares
20,605
-22%
Berkshire Hathaway INC DELBRK-A
Share
6.2%
Value
$14m
Shares
19
Held
AppleAAPL
Share
3.1%
Value
$7m
Shares
25,062
+11%
NvidiaNVDA
Share
3.1%
Value
$7m
Shares
35,772
+27%
AB Active EtfsBUFC
Share
3.0%
Value
$7m
Shares
162,428
Held
Vanguard Index FDSVTI
Share
2.9%
Value
$7m
Shares
18,035
Held
Amazon.comAMZN
Share
2.2%
Value
$5m
Shares
21,371
+32%
AlphabetGOOGL
Share
2.2%
Value
$5m
Shares
14,172
+37%
MicrosoftMSFT
Share
2.1%
Value
$5m
Shares
13,208
+30%
Spdr Series TrustBIL
Share
1.7%
Value
$4m
Shares
43,999
-9%
AB Active EtfsTAFI
Share
1.5%
Value
$3m
Shares
133,481
+295%
Vanguard Intl Equity Index FVEU
Share
1.4%
Value
$3m
Shares
38,344
+23%
Vanguard Tax-Managed FDSVEA
Share
1.2%
Value
$3m
Shares
37,590
Held
Schwab Strategic TRSCHD
Share
1.1%
Value
$3m
Shares
80,500
Held
Space Exploration TechnologiesSPCX
Share
1.0%
Value
$2m
Shares
13,790
New
BroadcomAVGO
Share
1.0%
Value
$2m
Shares
6,093
+17%
TeslaTSLA
Share
1.0%
Value
$2m
Shares
5,369
-3%
Meta PlatformsMETA
Share
0.9%
Value
$2m
Shares
3,534
+3%
Blackstone Secured Lending FundBXSL
Share
0.8%
Value
$2m
Shares
79,982
+2%
Ishares TRSHV
Share
0.8%
Value
$2m
Shares
17,054
Held
Vanguard Index FDSVOO
Share
0.8%
Value
$2m
Shares
2,697
-22%
Ishares TRDGRO
Share
0.8%
Value
$2m
Shares
23,617
Held
Micron TechnologyMU
Share
0.7%
Value
$2m
Shares
1,360
+45%
Schwab Strategic TRSCHG
Share
0.6%
Value
$1m
Shares
42,866
Held
AlphabetGOOG
Share
0.6%
Value
$1m
Shares
4,038
+37%
Berkshire HathawayBRK-B
Share
0.6%
Value
$1m
Shares
2,578
-10%
Select Sector Spdr TRXLE
Share
0.5%
Value
$1m
Shares
22,348
Held
AB Active EtfsEMOP
Share
0.5%
Value
$1m
Shares
21,533
+81%
VisaV
Share
0.5%
Value
$1m
Shares
3,169
+16%
Advanced Micro DevicesAMD
Share
0.5%
Value
$1m
Shares
1,828
New
JPMorgan ChaseJPM
Share
0.5%
Value
$1m
Shares
3,195
+13%
Eli LillyLLY
Share
0.4%
Value
$1m
Shares
844
+21%
AB Active EtfsYEAR
Share
0.4%
Value
$991,044
Shares
19,687
-75%
Simplify Exchange Traded FUNMTBA
Share
0.4%
Value
$940,676
Shares
19,170
Held
J P Morgan Exchange Traded FBBJP
Share
0.4%
Value
$895,361
Shares
11,889
Held
ASML Holding NVASML
Share
0.4%
Value
$859,439
Shares
432
+17%
UnitedHealth GroupUNH
Share
0.4%
Value
$856,614
Shares
2,061
+28%
Applied MaterialsAMAT
Share
0.4%
Value
$851,694
Shares
1,178
+25%
ExxonMobil HoldingsXOM
Share
0.4%
Value
$819,774
Shares
5,996
+37%
Select Sector Spdr TRXLF
Share
0.4%
Value
$817,607
Shares
15,251
Held
Kayne Anderson BDCKBDC
Share
0.3%
Value
$799,475
Shares
59,089
Held
Invesco QQQ TRQQQ
Share
0.3%
Value
$758,492
Shares
1,030
+24%
IntelINTC
Share
0.3%
Value
$752,327
Shares
5,388
New
KLAKLAC
Share
0.3%
Value
$737,078
Shares
2,443
+3%
Vanguard World FDVGT
Share
0.3%
Value
$722,857
Shares
6,048
Held
Taiwan Semiconductor ManufacturingTSM
Share
0.3%
Value
$722,564
Shares
1,513
+2%
Bank of AmericaBAC
Share
0.3%
Value
$714,302
Shares
12,536
+44%
Sable OffshoreSOC
Share
0.3%
Value
$617,078
Shares
200,350
+100%
Vanguard Whitehall FDSVYM
Share
0.3%
Value
$611,735
Shares
3,871
-13%
WalmartWMT
Share
0.3%
Value
$609,453
Shares
5,381
+38%
Cisco SystemsCSCO
Share
0.3%
Value
$602,923
Shares
5,133
+72%
MastercardMA
Share
0.3%
Value
$602,453
Shares
1,173
+178%
Johnson & JohnsonJNJ
Share
0.3%
Value
$594,036
Shares
2,339
+44%
GE VernovaGEV
Share
0.3%
Value
$592,717
Shares
505
+11%
General ElectricGE
Share
0.2%
Value
$571,434
Shares
1,529
+3%
Palo Alto NetworksPANW
Share
0.2%
Value
$552,112
Shares
1,619
New
CaterpillarCAT
Share
0.2%
Value
$497,309
Shares
467
+15%
MerckMRK
Share
0.2%
Value
$494,468
Shares
3,848
+58%
ProgressivePGR
Share
0.2%
Value
$488,892
Shares
2,238
+56%
Costco WholesaleCOST
Share
0.2%
Value
$487,380
Shares
521
+29%
Walt DisneyDIS
Share
0.2%
Value
$474,513
Shares
4,930
New
Lam ResearchLRCX
Share
0.2%
Value
$462,797
Shares
1,068
-3%
AbbVieABBV
Share
0.2%
Value
$457,734
Shares
1,819
+22%
Coca-ColaKO
Share
0.2%
Value
$456,819
Shares
5,621
+40%
J P Morgan Exchange Traded FBBCA
Share
0.2%
Value
$447,201
Shares
4,499
Held
AB Active EtfsFWD
Share
0.2%
Value
$442,583
Shares
2,988
New
RTXRTX
Share
0.2%
Value
$433,723
Shares
2,286
+28%
Interactive Brokers GroupIBKR
Share
0.2%
Value
$418,054
Shares
4,803
Held
Spdr Index SHS FDSSPEM
Share
0.2%
Value
$405,956
Shares
7,840
Held
LindeLIN
Share
0.2%
Value
$404,774
Shares
780
+53%
Home DepotHD
Share
0.2%
Value
$402,761
Shares
1,142
+21%
Vanguard World FDVOX
Share
0.2%
Value
$387,399
Shares
2,106
-29%
Palantir TechnologiesPLTR
Share
0.2%
Value
$371,011
Shares
3,180
+38%
Wells Fargo & CompanyWFC
Share
0.2%
Value
$369,732
Shares
4,474
+3%
Philip Morris InternationalPM
Share
0.2%
Value
$359,650
Shares
1,988
+28%
CrowdStrike HoldingsCRWD
Share
0.2%
Value
$354,097
Shares
464
New
Marvell TechnologyMRVL
Share
0.2%
Value
$350,915
Shares
1,178
New
AmphenolAPH
Share
0.2%
Value
$349,643
Shares
1,983
New
ARK ETF TRARKK
Share
0.1%
Value
$343,485
Shares
4,250
Held
Texas InstrumentsTXN
Share
0.1%
Value
$341,291
Shares
1,145
New
PrologisPLD
Share
0.1%
Value
$339,895
Shares
2,509
-6%
Howmet AerospaceHWM
Share
0.1%
Value
$338,495
Shares
1,259
+40%
TeradyneTER
Share
0.1%
Value
$336,269
Shares
695
New
Morgan StanleyMS
Share
0.1%
Value
$335,719
Shares
1,606
+18%
ChevronCVX
Share
0.1%
Value
$332,847
Shares
2,008
Held
Seagate Technology HoldingsSTX
Share
0.1%
Value
$329,065
Shares
341
New
Altria GroupMO
Share
0.1%
Value
$325,214
Shares
4,520
+6%
NordsonNDSN
Share
0.1%
Value
$322,809
Shares
1,070
+19%
EatonETN
Share
0.1%
Value
$322,573
Shares
757
New
Novartis AGNVS
Share
0.1%
Value
$320,179
Shares
2,043
+15%
EOG ResourcesEOG
Share
0.1%
Value
$318,747
Shares
2,457
+69%
Procter & GamblePG
Share
0.1%
Value
$318,063
Shares
2,169
+31%
OracleORCL
Share
0.1%
Value
$314,057
Shares
2,143
-69%
J P Morgan Exchange Traded FBBAX
Share
0.1%
Value
$313,719
Shares
5,240
Held
Teledyne TechnologiesTDY
Share
0.1%
Value
$311,443
Shares
467
New
SandiskSNDK
Share
0.1%
Value
$306,954
Shares
135
New
Cadence Design SystemsCDNS
Share
0.1%
Value
$306,637
Shares
817
New
UL SolutionsULS
Share
0.1%
Value
$305,071
Shares
2,995
New

Company	Share of fund	Value	Shares	Change
Ishares TRSGOV	23.0%	$53m	527,772	+13%
J P Morgan Exchange Traded FJPST	6.9%	$16m	313,432	-15%
State STR Spdr S&P 500 ETF TSPY	6.7%	$15m	20,605	-22%
Berkshire Hathaway INC DELBRK-A	6.2%	$14m	19	Held
AppleAAPL	3.1%	$7m	25,062	+11%
NvidiaNVDA	3.1%	$7m	35,772	+27%
AB Active EtfsBUFC	3.0%	$7m	162,428	Held
Vanguard Index FDSVTI	2.9%	$7m	18,035	Held
Amazon.comAMZN	2.2%	$5m	21,371	+32%
AlphabetGOOGL	2.2%	$5m	14,172	+37%
MicrosoftMSFT	2.1%	$5m	13,208	+30%
Spdr Series TrustBIL	1.7%	$4m	43,999	-9%
AB Active EtfsTAFI	1.5%	$3m	133,481	+295%
Vanguard Intl Equity Index FVEU	1.4%	$3m	38,344	+23%
Vanguard Tax-Managed FDSVEA	1.2%	$3m	37,590	Held
Schwab Strategic TRSCHD	1.1%	$3m	80,500	Held
Space Exploration TechnologiesSPCX	1.0%	$2m	13,790	New
BroadcomAVGO	1.0%	$2m	6,093	+17%
TeslaTSLA	1.0%	$2m	5,369	-3%
Meta PlatformsMETA	0.9%	$2m	3,534	+3%
Blackstone Secured Lending FundBXSL	0.8%	$2m	79,982	+2%
Ishares TRSHV	0.8%	$2m	17,054	Held
Vanguard Index FDSVOO	0.8%	$2m	2,697	-22%
Ishares TRDGRO	0.8%	$2m	23,617	Held
Micron TechnologyMU	0.7%	$2m	1,360	+45%
Schwab Strategic TRSCHG	0.6%	$1m	42,866	Held
AlphabetGOOG	0.6%	$1m	4,038	+37%
Berkshire HathawayBRK-B	0.6%	$1m	2,578	-10%
Select Sector Spdr TRXLE	0.5%	$1m	22,348	Held
AB Active EtfsEMOP	0.5%	$1m	21,533	+81%
VisaV	0.5%	$1m	3,169	+16%
Advanced Micro DevicesAMD	0.5%	$1m	1,828	New
JPMorgan ChaseJPM	0.5%	$1m	3,195	+13%
Eli LillyLLY	0.4%	$1m	844	+21%
AB Active EtfsYEAR	0.4%	$991,044	19,687	-75%
Simplify Exchange Traded FUNMTBA	0.4%	$940,676	19,170	Held
J P Morgan Exchange Traded FBBJP	0.4%	$895,361	11,889	Held
ASML Holding NVASML	0.4%	$859,439	432	+17%
UnitedHealth GroupUNH	0.4%	$856,614	2,061	+28%
Applied MaterialsAMAT	0.4%	$851,694	1,178	+25%
ExxonMobil HoldingsXOM	0.4%	$819,774	5,996	+37%
Select Sector Spdr TRXLF	0.4%	$817,607	15,251	Held
Kayne Anderson BDCKBDC	0.3%	$799,475	59,089	Held
Invesco QQQ TRQQQ	0.3%	$758,492	1,030	+24%
IntelINTC	0.3%	$752,327	5,388	New
KLAKLAC	0.3%	$737,078	2,443	+3%
Vanguard World FDVGT	0.3%	$722,857	6,048	Held
Taiwan Semiconductor ManufacturingTSM	0.3%	$722,564	1,513	+2%
Bank of AmericaBAC	0.3%	$714,302	12,536	+44%
Sable OffshoreSOC	0.3%	$617,078	200,350	+100%
Vanguard Whitehall FDSVYM	0.3%	$611,735	3,871	-13%
WalmartWMT	0.3%	$609,453	5,381	+38%
Cisco SystemsCSCO	0.3%	$602,923	5,133	+72%
MastercardMA	0.3%	$602,453	1,173	+178%
Johnson & JohnsonJNJ	0.3%	$594,036	2,339	+44%
GE VernovaGEV	0.3%	$592,717	505	+11%
General ElectricGE	0.2%	$571,434	1,529	+3%
Palo Alto NetworksPANW	0.2%	$552,112	1,619	New
CaterpillarCAT	0.2%	$497,309	467	+15%
MerckMRK	0.2%	$494,468	3,848	+58%
ProgressivePGR	0.2%	$488,892	2,238	+56%
Costco WholesaleCOST	0.2%	$487,380	521	+29%
Walt DisneyDIS	0.2%	$474,513	4,930	New
Lam ResearchLRCX	0.2%	$462,797	1,068	-3%
AbbVieABBV	0.2%	$457,734	1,819	+22%
Coca-ColaKO	0.2%	$456,819	5,621	+40%
J P Morgan Exchange Traded FBBCA	0.2%	$447,201	4,499	Held
AB Active EtfsFWD	0.2%	$442,583	2,988	New
RTXRTX	0.2%	$433,723	2,286	+28%
Interactive Brokers GroupIBKR	0.2%	$418,054	4,803	Held
Spdr Index SHS FDSSPEM	0.2%	$405,956	7,840	Held
LindeLIN	0.2%	$404,774	780	+53%
Home DepotHD	0.2%	$402,761	1,142	+21%
Vanguard World FDVOX	0.2%	$387,399	2,106	-29%
Palantir TechnologiesPLTR	0.2%	$371,011	3,180	+38%
Wells Fargo & CompanyWFC	0.2%	$369,732	4,474	+3%
Philip Morris InternationalPM	0.2%	$359,650	1,988	+28%
CrowdStrike HoldingsCRWD	0.2%	$354,097	464	New
Marvell TechnologyMRVL	0.2%	$350,915	1,178	New
AmphenolAPH	0.2%	$349,643	1,983	New
ARK ETF TRARKK	0.1%	$343,485	4,250	Held
Texas InstrumentsTXN	0.1%	$341,291	1,145	New
PrologisPLD	0.1%	$339,895	2,509	-6%
Howmet AerospaceHWM	0.1%	$338,495	1,259	+40%
TeradyneTER	0.1%	$336,269	695	New
Morgan StanleyMS	0.1%	$335,719	1,606	+18%
ChevronCVX	0.1%	$332,847	2,008	Held
Seagate Technology HoldingsSTX	0.1%	$329,065	341	New
Altria GroupMO	0.1%	$325,214	4,520	+6%
NordsonNDSN	0.1%	$322,809	1,070	+19%
EatonETN	0.1%	$322,573	757	New
Novartis AGNVS	0.1%	$320,179	2,043	+15%
EOG ResourcesEOG	0.1%	$318,747	2,457	+69%
Procter & GamblePG	0.1%	$318,063	2,169	+31%
OracleORCL	0.1%	$314,057	2,143	-69%
J P Morgan Exchange Traded FBBAX	0.1%	$313,719	5,240	Held
Teledyne TechnologiesTDY	0.1%	$311,443	467	New
SandiskSNDK	0.1%	$306,954	135	New
Cadence Design SystemsCDNS	0.1%	$306,637	817	New
UL SolutionsULS	0.1%	$305,071	2,995	New

Showing the largest 100 of 148.

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 52.5% since 31 December 2025.

Where the money is

Technology16.1%

Media & telecom4.1%

Financial services3.8%

Retail & consumer3.7%

Industrials2.8%

Health care2.2%

Everyday goods1.1%

Energy0.9%

Utilities0.3%

Materials0.2%

Real estate0.1%

Other64.7%

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.