Legacy Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Plymouth Meeting, PA
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
318
Total value ($000)
$1,050,180
Net value change ($000)
-20,357 (-1.9%)
New positions
27
Sold out positions
46
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 24,642 32.6%
IVV 6,238 21.4%
AAPL 5,102 11.8%
SPY 5,046 16.0%
META 4,559 24.0%
IXUS 3,054 469.8%
INFO 2,812 NEW
MSFT 2,620 18.7%
GQGU 2,172 8.9%
QLTY 2,074 1.4%
Top Reduces (Value $000, Stocks/ETFs)
MTZ -20,185 -39.1%
AMTM -9,066 -100.0%
JNJ -4,261 -45.4%
AMZN -3,730 -21.2%
MCD -3,640 -93.8%
JPM -3,353 -54.5%
ABBV -3,014 -72.4%
VXUS -2,777 -23.6%
GOOGL -2,741 -11.6%
IEF -2,228 -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