Legacy Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Plymouth Meeting, PA
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
288
Total value ($000)
$930,990
Net value change ($000)
+121,124 (15.0%)
New positions
43
Sold out positions
5
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
QLTY 20,278 17.8%
GQGU 17,329 512.8%
IVV 15,041 58.5%
AMTM 9,815 NEW
CVLC 9,736 NEW
VTI 7,290 130.5%
IJR 5,800 21.7%
VXUS 5,538 165.9%
GOOGL 4,976 36.9%
AAPL 4,560 15.3%
Top Reduces (Value $000, Stocks/ETFs)
VERX -6,476 -19.4%
RBLX -4,959 -41.5%
BSY -2,584 -25.9%
GLD -1,653 -34.9%
UBER -1,578 -16.2%
HIMS -1,251 -42.7%
META -1,217 -6.0%
NNE -778 -37.7%
IWR -639 -3.1%
MDY -584 -5.7%
Instrument mix + QoQ Δ (ex-options)
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