Legacy Advisors, LLC 13F Holdings

CIK 0001720969 · Plymouth Meeting, PA

As of Sep 30, 2025, Legacy Advisors, LLC reported 252 positions worth $798.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
2023 ETF SERIES TRUST IIQLTY—3,145,815 14.1M14.29%
MASTEC INCMTZIndustrials380,708$81.0M10.14%
VERTEX INCVERXTechnology1,343,779$33.3M4.17%
ISHARES RUSSELL 1000 ETFIWB—89,578$32.7M4.10%
APPLE INCAAPLTechnology117,259$29.9M3.74%
ISHARES CORE S&P SMALL-CAP ETFIJR—224,564$26.7M3.34%
SPDR S&P 500 ETF TRUSTSPY—39,675$26.4M3.31%
ISHARES CORE S&P 500 ETFIVV—38,412$25.7M3.22%
ISHARES RUSSELL MID-CAP ETFIWR—216,908$20.9M2.62%
META PLATFORMS INCMETACommunication Services27,831$20.4M2.56%
MICROSOFT CORPMSFTTechnology27,962 4.5M1.81%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—51,325 4.5M1.81%
ALPHABET INCGOOGLEquity55,470 3.5M1.69%
AMAZON.COM INCAMZNEquity56,658 2.4M1.56%
ROBLOX CORPRBLXCommunication Services86,239 1.9M1.50%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services22,228 1.2M1.40%
VANGUARD 500 INDEX FUNDVOO—17,385 0.7M1.34%
SPDR S&P MIDCAP 400 ETF TRUSTMDY—17,097 0.2M1.28%
BENTLEY SYSTEMS INCBSYTechnology193,998 0.0M1.25%
UBER TECHNOLOGIES INCUBERTechnology99,573$9.8M1.22%
INVESCO QQQ TRUST SERIES 1QQQ—16,089$9.7M1.21%
ISHARES S&P 100 ETFOEF—27,708$9.2M1.15%
DIMENSIONAL US CORE EQUITY 2 ETFDFAC—238,363$9.2M1.15%
NVIDIA CORPNVDATechnology44,383$8.3M1.04%
ISHARES RUSSELL 1000 GROWTH ETFIWF—17,538$8.2M1.03%