13F-HR filed by Legacy Advisors, LLC
Legacy Advisors, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-07, with 18 holding rows worth $6,329,642.
- Accession
- 0001085146-25-004647
- Filer
- CIK 1720969
- Filed
- 2025-08-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 18 entries on the cover page, a total value of $6,329,642 stated on the cover page (in dollars after the unit check, H1), rows summing to $6,329,642 with VALUE read as dollars as filed, 13F file number 028-18155. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| GMO ETF TRUST | 90139K100 | US QUALITY ETF | 89,183 | $2,603,130 | dollars as filed | |
| VERTEX INC | 92538J106 | CL A | 47,482 | $1,343,779 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 109,695 | $643,638 | dollars as filed | |
| FULTON FINL CORP PA | 360271100 | COM | 5,071 | $281,104 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 8,543 | $238,363 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 20,593 | $223,915 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 24,304 | $222,379 | dollars as filed | |
| BENTLEY SYS INC COM CL B | 08265T208 | Stock | 10,458 | $193,777 | dollars as filed | |
| Apple Inc | 037833100 | COM | 24,312 | $118,498 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 10,188 | $109,191 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 30,467 | $89,722 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 12,511 | $57,027 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 12,995 | $51,318 | dollars as filed | |
| SPY | 78462F103 | SHS | 24,517 | $39,681 | dollars as filed | Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 24,030 | $38,702 | dollars as filed | Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. |
| META PLATFORMS INC CL A | 30303M102 | COM | 20,693 | $28,036 | dollars as filed | Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. |
| Microsoft Corp | 594918104 | COM | 12,310 | $24,748 | dollars as filed | Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. |
| Vanguard S&P 500 ETF | 922908363 | COM | 12,896 | $22,634 | dollars as filed | Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-004647 | this filing | 2025-08-07 | acceptance time not in the bulk data set |