Legacy Wealth Advisors, LLC
Long book
$196.0M
Q1 2026
Positions
109
Top-10 weight
65%
concentration
Last quarter
+6.7%
SPY +14.8%
Turnover
35%
of book per quarter
Strategy in plain words
auto-generated from filingsLegacy Wealth Advisors, LLC is a wealth-management firm allocating client money, running a $196.0M US long book across 109 positions.
The portfolio is concentrated: the top 10 names carry 65% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ISHARES 0-3 MONTH TREASURY B, JPMORGAN ULTRA-SHORT INCOME, SS SPDR S&P 500 ETF TRUST-US, BERKSHIRE HATHAWAY INC-CL A, AB CONSERVATIVE BUFFER ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-0.5%
Q1 2026
+6.7%
Sector allocation
Technology 37%
Financials 27%
Industrials 8%
Consumer discretionary 7%
Other 6%
Energy 5%
Healthcare 4%
Services media 3%
Long book by quarter
What does Legacy Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 19 | $13.6M | 7.0% | Held |
| AAPL APPLE INC | Technology | 22.5K | $5.7M | 2.9% | +24.6% |
| NVDA NVIDIA CORP | Technology | 28.2K | $4.9M | 2.5% | +37.1% |
| MSFT MICROSOFT CORP | Technology | 10.2K | $3.8M | 1.9% | +28.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 16.2K | $3.4M | 1.7% | +3.4% |
| GOOGL ALPHABET INC-CL A | Technology | 10.3K | $3.0M | 1.5% | +22.0% |
| TSLA TESLA INC | Industrials | 5.6K | $2.1M | 1.1% | +248.0% |
| META META PLATFORMS INC-CLASS A | Technology | 3.4K | $2.0M | 1.0% | +37.6% |
| BXSL BLACKSTONE SECURED LENDING F | — | 78.2K | $1.9M | 0.9% | -20.9% |
| SOC SABLE OFFSHORE CORP | Energy | 100.0K | $1.7M | 0.8% | -72.4% |
| AVGO BROADCOM INC | Technology | 5.2K | $1.6M | 0.8% | +37.9% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.9K | $1.4M | 0.7% | +52.7% |
| ORCL ORACLE CORP | Technology | 7.0K | $1.0M | 0.5% | -3.6% |
| GOOG ALPHABET INC-CL C | Technology | 3.0K | $848K | 0.4% | -5.3% |
| JPM JPMORGAN CHASE & CO | Financials | 2.8K | $830K | 0.4% | +21.8% |
| V VISA INC-CLASS A SHARES | Services media | 2.7K | $828K | 0.4% | +29.3% |
| KBDC KAYNE ANDERSON BDC INC | — | 59.1K | $811K | 0.4% | Held |
| XOM EXXON MOBIL CORP | Energy | 4.4K | $740K | 0.4% | +65.5% |
| LLY ELI LILLY & CO | Healthcare | 696 | $640K | 0.3% | +16.8% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 1.0K | $503K | 0.3% | +151.4% |
| TJX TJX COMPANIES INC | Consumer discretionary | 3.1K | $499K | 0.3% | +54.8% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 369 | $487K | 0.2% | +40.3% |
| WMT WALMART INC | Consumer discretionary | 3.9K | $484K | 0.2% | +11.1% |
| UNH UNITEDHEALTH GROUP INC | Financials | 1.6K | $434K | 0.2% | +13.3% |
| BAC BANK OF AMERICA CORP | Financials | 8.7K | $426K | 0.2% | +102.1% |
| GE GENERAL ELECTRIC | Industrials | 1.5K | $422K | 0.2% | +74.9% |
| CVX CHEVRON CORP | Energy | 2.0K | $413K | 0.2% | +29.1% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 403 | $402K | 0.2% | New |
| GEV GE VERNOVA INC | Industrials | 456 | $398K | 0.2% | +16.6% |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.6K | $396K | 0.2% | -10.0% |
| KLAC KLA CORP | Other | 238 | $350K | 0.2% | +7.7% |
| WFC WELLS FARGO & CO | Financials | 4.4K | $346K | 0.2% | +5.9% |
| RTX RTX CORP | Industrials | 1.8K | $345K | 0.2% | +27.2% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 2.3K | $338K | 0.2% | New |
| NFLX NETFLIX INC | Services media | 3.5K | $335K | 0.2% | +41.2% |
| NKE NIKE INC -CL B | Other | 6.1K | $324K | 0.2% | New |
| ABBV ABBVIE INC | Healthcare | 1.5K | $323K | 0.2% | +53.2% |
| AMAT APPLIED MATERIALS INC | Technology | 939 | $321K | 0.2% | New |
| IBKR INTERACTIVE BROKERS GRO-CL A | Financials | 4.8K | $319K | 0.2% | -1.0% |
| MU MICRON TECHNOLOGY INC | Technology | 936 | $316K | 0.2% | New |
| NOC NORTHROP GRUMMAN CORP | Technology | 463 | $316K | 0.2% | New |
| HD HOME DEPOT INC | Consumer discretionary | 947 | $311K | 0.2% | +44.6% |
| KO COCA-COLA CO/THE | Consumer staples | 4.0K | $306K | 0.2% | +17.7% |
| MRK MERCK & CO. INC. | Healthcare | 2.4K | $294K | 0.1% | New |
| AZN ASTRAZENECA PLC | Healthcare | 1.5K | $289K | 0.1% | New |
| CAT CATERPILLAR INC | Industrials | 405 | $287K | 0.1% | +14.7% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 1.3K | $284K | 0.1% | New |
| PGR PROGRESSIVE CORP | Financials | 1.4K | $284K | 0.1% | -3.5% |
| MO ALTRIA GROUP INC | Consumer staples | 4.3K | $281K | 0.1% | New |
| MPLX MPLX LP | Energy | 4.9K | $277K | 0.1% | Held |