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Portfolio (Quarterly) Guide ↗

Legacy Advisors, LLC

· CIK 0001720969
13F Portfolio $848M AUM 279 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 72 Added 103 Reduced 28 Exited
Page 1 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QLTY GMO ETF TRUST 3,529,734.0 $127.9M 15.08% +36K +1.0% $36.24 +14.3%
2 IJR ISHARES TR 304,002.0 $37.8M 4.46% +34K +12.5% $124.31 +12.4%
3 VOO VANGUARD INDEX FDS 50,360.0 $30.1M 3.55% +27K +116.0% $597.55 +16.1%
4 GQGU ADVISORS INNER CIRCLE FD III 958,094.0 $25.8M 3.04% +123K +14.7% $26.91 -2.2%
5 IWR ISHARES TR 212,098.0 $20.6M 2.43% +1K +0.6% $97.23 +10.3%
6 VTI VANGUARD INDEX FDS 41,256.0 $13.2M 1.56% +3K +7.4% $320.81 +15.8%
7 MSFT MICROSOFT CORP Technology 32,547.0 $12.0M 1.42% +828.0 +2.6% $370.17 +15.6%
8 QQQ INVESCO QQQ TR Financial Services 16,852.0 $9.7M 1.15% +361.0 +2.2% $577.20 +27.4%
9 JNJ JOHNSON & JOHNSON Healthcare 35,333.0 $8.6M 1.02% +2K +4.9% $244.44 -5.5%
10 VYMI VANGUARD WHITEHALL FDS 86,778.0 $8.2M 0.96% +55K +176.8% $94.24 +6.2%
11 SCHD SCHWAB STRATEGIC TR 207,532.0 $6.4M 0.75% +2K +1.1% $30.68 +6.3%
12 TSLA TESLA INC Consumer Cyclical 14,250.0 $5.3M 0.62% +490.0 +3.6% $371.76 +18.7%
13 VYM VANGUARD WHITEHALL FDS 34,875.0 $5.2M 0.61% +429.0 +1.2% $148.10 +7.0%
14 RBLX ROBLOX CORP Technology 87,118.0 $4.9M 0.58% +885.0 +1.0% $56.56 -16.8%
15 EPD ENTERPRISE PRODS PARTNERS L Energy 118,229.0 $4.5M 0.53% +844.0 +0.7% $37.84 -0.9%
16 MELI MERCADOLIBRE INC Consumer Cyclical 1,883.0 $3.3M 0.38% +14.0 +0.8% $1729.42 -1.6%
17 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 9,544.0 $3.2M 0.38% +482.0 +5.3% $338.86 +25.0%
18 XLP SELECT SECTOR SPDR TR 31,241.0 $2.6M 0.30% +3K +9.5% $81.98 +3.0%
19 AVGO BROADCOM INC Technology 8,025.0 $2.5M 0.29% +528.0 +7.0% $309.49 +38.5%
20 GSLC GOLDMAN SACHS ETF TR 18,077.0 $2.3M 0.27% +97.0 +0.5% $125.13 +14.5%
Page 1 of 4  ·  72 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.5%
Financial Services 21.4%
Industrials 14.1%
Communication Services 12.3%
Consumer Cyclical 8.9%
Healthcare 7.2%
Energy 3.7%
Consumer Defensive 2.0%
Utilities 1.0%
Basic Materials 0.4%