Legacy Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Plymouth Meeting, PA
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
279
Total value ($000)
$848,218
Net value change ($000)
-82,772 (-8.9%)
New positions
18
Sold out positions
28
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VOO 15,474 105.8%
VYMI 5,356 189.8%
IJR 5,306 16.3%
GQGU 5,074 24.5%
JNJ 1,667 23.9%
XOM 886 39.7%
SCHD 736 13.1%
EPD 711 18.9%
VG 692 131.3%
VUG 619 38.3%
Top Reduces (Value $000, Stocks/ETFs)
MTZ -52,526 -63.5%
VERX -10,858 -40.5%
CVLC -9,736 -100.0%
QLTY -6,452 -4.8%
IVV -3,699 -9.1%
AAPL -3,457 -10.0%
MSFT -3,292 -21.5%
META -2,541 -13.2%
GOOGL -2,134 -11.6%
RBLX -2,060 -29.5%
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