Institutional Fund
Legacy Advisors, LLC
Plymouth Meeting, PACIK 17209695 filings on record
Portfolio Value
$848.22M
Q1 2026
Holdings
279
Reported positions
New Buys
19
Opened this quarter
QoQ Change
-8.9%
from $930.99M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- 2023 ETF Series Trust II15.1%
- Ishares Tr4.5%
- Ishares Tr4.4%
- Ishares Tr3.8%
- Apple Inc3.7%
- Mastec Inc3.6%
- Other65.1%
Portfolio Holdings
279 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | 2023 ETF Series Trust II | 3.53M | $127.92M | 15.1% | +36.0K | Added |
| 2 | Ishares Tr | 304.0K | $37.79M | 4.5% | +33.7K | Added |
| 3 | Ishares Tr | 56.7K | $37.05M | 4.4% | −2.8K | Reduced |
| 4 | Ishares Tr | 89.3K | $31.83M | 3.8% | −40 | Reduced |
| 5 | Apple Inc | 122.0K | $30.96M | 3.7% | −4.6K | Reduced |
| 6 | Mastec Inc | 94.0K | $30.23M | 3.6% | −286.8K | Reduced |
| 7 | Vanguard Index Fds | 50.4K | $30.09M | 3.5% | +27.0K | Added |
| 8 | Spdr S&P 500 ETF Tr | 39.9K | $25.96M | 3.1% | +45 | Added |
| 9 | Advisors Inner Circle Fd III | 958.1K | $25.78M | 3.0% | +122.6K | Added |
| 10 | Ishares Tr | 212.1K | $20.62M | 2.4% | +1.2K | Added |
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