Institutional Fund
Legacy Wealth Advisors, LLC
North Miami Beach, FLCIK 21114632 filings on record
Portfolio Value
$195.96M
Q1 2026
Holdings
109
Reported positions
New Buys
32
Opened this quarter
QoQ Change
+29.4%
from $151.48M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr24.0%
- J P Morgan Exchange Traded F9.5%
- Spdr S&P 500 ETF Tr8.8%
- Berkshire Hathaway Inc Del7.0%
- Ab Active Etfs Inc3.4%
- Vanguard Index Fds3.0%
- Other44.4%
Portfolio Holdings
109 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 467.2K | $47.03M | 24.0% | +264.9K | Added |
| 2 | J P Morgan Exchange Traded F | 367.7K | $18.61M | 9.5% | −58.4K | Reduced |
| 3 | Spdr S&P 500 ETF Tr | 26.5K | $17.27M | 8.8% | +11.1K | Added |
| 4 | Berkshire Hathaway Inc Del | 19 | $13.64M | 7.0% | 0 | Held |
| 5 | Ab Active Etfs Inc | 162.6K | $6.61M | 3.4% | −168 | Reduced |
| 6 | Vanguard Index Fds | 18.1K | $5.82M | 3.0% | +590 | Added |
| 7 | Apple Inc | 22.5K | $5.71M | 2.9% | +4.4K | Added |
| 8 | Nvidia Corporation | 28.2K | $4.92M | 2.5% | +7.6K | Added |
| 9 | Spdr Series Trust | 48.1K | $4.41M | 2.3% | +1.1K | Added |
| 10 | Ab Active Etfs Inc | 77.3K | $3.90M | 2.0% | +760 | Added |
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