13F-HR filed by Legacy Wealth Advisors, LLC
Legacy Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 86 holding rows worth $151,476,645.
- Accession
- 0002111463-26-000001
- Filer
- CIK 2111463
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 86 entries on the cover page, a total value of $151,476,645 stated on the cover page (in dollars after the unit check, H1), rows summing to $151,476,645 with VALUE read as dollars as filed, 13F file number 028-26469. 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 |
|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 426,150 | $21,558,929 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 202,329 | $20,309,772 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 19 | $14,341,200 | dollars as filed | |
| SPY | 78462F103 | SHS | 15,474 | $10,551,994 | dollars as filed | |
| AB CONSERVATIVE BUFFER ETF | 00039j806 | INDX FD | 162,764 | $6,726,288 | dollars as filed | |
| VTI | 922908769 | COM | 17,554 | $5,885,243 | dollars as filed | |
| Apple Inc | 037833100 | COM | 18,038 | $4,903,811 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 47,010 | $4,295,774 | dollars as filed | |
| AB ACTIVE ETFS INC | 00039J103 | ULTRA SHORT INCM | 76,523 | $3,862,882 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 20,566 | $3,835,559 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 7,916 | $3,828,336 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 15,649 | $3,612,103 | dollars as filed | |
| SABLE OFFSHORE CORP | 78574H104 | COM SHS | 362,273 | $3,267,703 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 4,767 | $2,989,529 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 8,477 | $2,653,301 | dollars as filed | |
| BLACKSTONE SECD LENDING FD | 09261X102 | COMMON STOCK | 98,830 | $2,602,186 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 17,029 | $1,875,748 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,498 | $1,648,905 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 23,617 | $1,639,493 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 7,245 | $1,412,123 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 42,866 | $1,398,289 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 3,761 | $1,301,683 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 18,499 | $1,155,633 | dollars as filed | |
| FRONTLINE PLC COM | M46528101 | Stock | 50,453 | $1,100,885 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 22,048 | $985,764 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,121 | $979,370 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N525 | MBS ETF | 19,158 | $965,765 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,879 | $944,480 | dollars as filed | |
| KAYNE ANDERSON BDC INC | 48662X105 | COM SHS | 59,089 | $846,155 | dollars as filed | |
| AB ACTIVE ETFS INC | 00039J202 | TAX AWARE SHRT | 33,323 | $840,073 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,317 | $746,584 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 2,117 | $742,454 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,597 | $718,203 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 596 | $640,510 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 4,408 | $632,637 | dollars as filed | |
| BLACKSKY TECHNOLOGY INC | 09263B207 | COMMON STOCK | 31,827 | $596,757 | dollars as filed | |
| Vanguard Communication Services ETF | 92204A884 | SHS | 2,981 | $577,212 | dollars as filed | |
| VGT | 92204A702 | SHS | 756 | $569,858 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 7,434 | $546,846 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 952 | $543,478 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 830 | $509,878 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,416 | $467,436 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 3,503 | $390,270 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 4,111 | $383,146 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN | 46641Q217 | BETABULDRS JAPAN | 5,799 | $382,213 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,238 | $376,216 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,802 | $372,924 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 7,840 | $366,991 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 6,535 | $357,922 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 1,486 | $338,392 | dollars as filed | |
| ARK ETF TR | 00214Q104 | INNOVATION ETF | 4,250 | $326,910 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,636 | $317,217 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 664 | $314,272 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 2,017 | $309,832 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 4,802 | $308,817 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 2,518 | $286,473 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 263 | $281,374 | dollars as filed | |
| KLA CORP | 482480100 | COM | 221 | $268,533 | dollars as filed | |
| General Electric Company | 369604301 | COM | 850 | $261,826 | dollars as filed | |
| MPLX LP | 55336V100 | COM UNIT REP LTD | 4,855 | $259,112 | dollars as filed | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 724 | $258,592 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,404 | $257,494 | dollars as filed | |
| ISHARES TR | 46434V738 | CORE MSCI EURO | 3,599 | $255,458 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 391 | $255,220 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 1,424 | $247,050 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 422 | $239,004 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,417 | $238,883 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 1,744 | $238,824 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 4,321 | $237,655 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 1,896 | $237,550 | dollars as filed | |
| BERKLEY W R CORP COM | 084423102 | Stock | 3,368 | $236,165 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,548 | $235,931 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 407 | $235,837 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 14,185 | $233,911 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 2,470 | $231,588 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 655 | $225,386 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 970 | $221,636 | dollars as filed | |
| ALLEGION PLC | G0176J109 | ORD SHS | 1,383 | $220,202 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 2,837 | $218,535 | dollars as filed | |
| ZURN ELKAY WATER SOLNS CORP COM | 98983L108 | Stock | 4,566 | $212,274 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 2,107 | $210,511 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 1,201 | $205,432 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q225 | BETA CDA ETF NEW | 2,204 | $204,972 | dollars as filed | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 6,312 | $202,363 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 353 | $202,224 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,310 | $200,679 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002111463-26-000001 | this filing | 2026-02-17 | acceptance time not in the bulk data set |