Legacy Wealth Advisors, LLC
Legacy Wealth Advisors, LLC reported 148 positions worth $231.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SGOV (23.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SGOV | SH | $53.1M | 23.00% | 527,772 | — | — | |
| ▸ 2 | JPST | SH | $15.9M | 6.86% | 313,432 | — | — | |
| ▸ 3 | SPY | SH | $15.4M | 6.66% | 20,605 | — | — | |
| ▸ 4 | BRK-A | SH | $14.2M | 6.16% | 19 | — | — | |
| ▸ 5 | AAPL | SH | $7.3M | 3.14% | 25,062 | — | — | |
| ▸ 6 | NVDA | SH | $7.2M | 3.10% | 35,772 | — | — | |
| ▸ 7 | BUFC | SH | $6.9M | 2.99% | 162,428 | — | — | |
| ▸ 8 | VTI | SH | $6.7M | 2.89% | 18,035 | — | — | |
| ▸ 9 | AMZN | SH | $5.1M | 2.21% | 21,371 | — | — | |
| ▸ 10 | GOOGL | SH | $5.1M | 2.19% | 14,172 | — | — |
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Frequently Asked Questions
What stocks does Legacy Wealth Advisors, LLC hold as of Q2 2026?
Legacy Wealth Advisors, LLC reported 148 positions worth $231.0M in its Q2 2026 13F filing. Largest positions: SGOV (23.0%), JPST (6.9%), SPY (6.7%), BRK-A (6.2%) and AAPL (3.1%).
What did Legacy Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Legacy Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.