Legacy Advisors, LLC
All 13F Filings
- Location
- Plymouth Meeting, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 848,218
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 377.1 K | 44.5% | 0 | 361.4 K | -361.4 K |
| ETFs | 470.4 K | 55.5% | 277.9 K | 0 | 277.9 K |
| Debt | 722 | 0.1% | 722 | 0 | 722 |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
848,218
Holdings
279
QoQ value change ($000)
-82,772
(-8.9%)
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.