Legacy Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Plymouth Meeting, PA
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
337
Total value ($000)
$1,070,537
Net value change ($000)
+222,319 (26.2%)
New positions
71
Sold out positions
13
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 45,429 151.0%
MTZ 21,439 70.9%
QLTY 15,156 11.8%
IJR 14,345 38.0%
AAPL 12,378 40.0%
GOOGL 7,342 45.0%
MU 6,655 1386.5%
XLK 5,919 43.4%
SPY 5,606 21.6%
NVDA 4,960 49.8%
Top Reduces (Value $000, Stocks/ETFs)
IVV -7,839 -21.2%
XOM -3,120 -100.0%
GQGU -1,436 -5.6%
BSY -1,009 -14.8%
HON -700 -100.0%
GLD -604 -18.0%
VERX -551 -3.4%
HCA -359 -18.3%
VG -357 -29.3%
STZ -329 -100.0%
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