Legacy Wealth Advisors, LLC
All 13F Filings
- Location
- North Miami Beach, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 231,035
- Description
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- Website
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- Founded
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- 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 | 8/14/2026 | 148 | 231,035 | 13F-HR | Legacy Wealth Advisors, LLC |
| Q1 2026 | 5/6/2026 | 109 | 195,965 | 13F-HR | Legacy Wealth Advisors, LLC |
| Q4 2025 | 2/17/2026 | 86 | 151,477 | 13F-HR | Legacy Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 110.9 K | 48.0% | 29.83 K | 0 | 29.83 K |
| ETFs | 120.2 K | 52.0% | 5.238 K | 0 | 5.238 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
231,035
Holdings
148
QoQ value change ($000)
35,070
(17.9%)
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.