Legacy Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Plymouth Meeting, PA
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
252
Total value ($000)
$809,866
Net value change ($000)
-5,519,776 (-87.2%)
New positions
232
Sold out positions
0
Turnover %
38.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2025 Next filing: 1/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 13,485 NEW
RBLX 11,946 NEW
BRK-B 11,175 NEW
MDY 10,190 NEW
QQQ 9,659 NEW
OEF 9,222 NEW
NVDA 8,281 NEW
IWF 8,215 NEW
JNJ 5,996 NEW
VTI 5,586 NEW
Top Reduces (Value $000, Stocks/ETFs)
QLTY -2,489,037 -95.6%
VERX -1,310,467 -97.5%
MTZ -562,620 -87.4%
FULT -275,867 -98.1%
DFAC -229,169 -96.1%
IWR -202,973 -90.6%
IJR -195,694 -88.0%
BSY -183,790 -94.8%
UBER -99,436 -91.1%
AAPL -88,640 -74.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 225 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type