Legacy Advisors, LLC
All 13F Filings
- Location
- Plymouth Meeting, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,070,537
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 337 | 1,070,537 | 13F-HR | Legacy Advisors, LLC |
| Q1 2026 | 5/5/2026 | 279 | 848,218 | 13F-HR | Legacy Advisors, LLC |
| Q4 2025 | 1/27/2026 | 288 | 930,990 | 13F-HR | Legacy Advisors, LLC |
| Q3 2025 | 11/13/2025 | 252 | 809,866 | 13F-HR | Legacy Advisors, LLC |
| Q2 2025 | 8/7/2025 | 18 | 6,329,642 | 13F-HR | Legacy Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 460.4 K | 43.0% | 83.32 K | 0 | 83.32 K |
| ETFs | 609.3 K | 56.9% | 138.9 K | 0 | 138.9 K |
| Debt | 830 | 0.1% | 108 | 0 | 108 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
1,070,537
Holdings
337
QoQ value change ($000)
222,319
(26.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.