Legacy Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
North Miami Beach, FL
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
148
Total value ($000)
$231,035
Net value change ($000)
+35,070 (17.9%)
New positions
46
Sold out positions
7
Turnover %
7.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 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)
SGOV 6,105 13.0%
TAFI 2,515 295.5%
SPACE EXPLORATION TECHN CORP 2,356 NEW
NVDA 2,240 45.5%
GOOGL 2,090 70.3%
AMZN 1,723 51.1%
AAPL 1,546 27.1%
MU 1,254 396.8%
MSFT 1,154 30.6%
AMD 1,062 NEW
Top Reduces (Value $000, Stocks/ETFs)
YEAR -2,910 -74.6%
JPST -2,760 -14.8%
SPY -1,871 -10.8%
SOC -1,035 -62.7%
ORCL -714 -69.5%
BIL -379 -8.6%
NFLX -335 -100.0%
NKE -324 -100.0%
HON -284 -100.0%
BKSY -252 -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