Legacy Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
North Miami Beach, FL
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$195,965
Net value change ($000)
+44,488 (29.4%)
New positions
32
Sold out positions
9
Turnover %
7.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 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)
SGOV 26,716 131.5%
SPY 6,714 63.6%
SCHD 2,470 NEW
VEU 1,803 329.6%
TSLA 1,348 187.7%
VEA 1,253 108.4%
NVDA 1,082 28.2%
AAPL 802 16.4%
EMOP 521 NEW
BBJP 437 114.4%
Top Reduces (Value $000, Stocks/ETFs)
JPST -2,949 -13.7%
SOC -1,616 -49.4%
FRO -1,101 -100.0%
VOO -917 -30.7%
BXSL -749 -28.8%
BRK-B -696 -4.9%
ORCL -384 -27.2%
BKSY -345 -57.8%
MA -332 -61.1%
IWF -314 -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