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Disclosery

13F-HR filed by Legacy Wealth Advisors, LLC

Legacy Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-06, with 109 holding rows worth $195,964,583.

Accession
0002111463-26-000003
Filer
CIK 2111463
Filed
2026-05-06
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 109 entries on the cover page, a total value of $195,964,583 stated on the cover page (in dollars after the unit check, H1), rows summing to $195,964,583 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 filedCUSIPClassAmountValueValue read asType
iShares 0-3 Month Treasury Bond ETF46436E718SHS467,180$47,026,372dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF367,719$18,610,259dollars as filed
SPY78462F103SHS26,549$17,265,895dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A19$13,644,660dollars as filed
AB CONSERVATIVE BUFFER ETF00039j806INDX FD162,596$6,606,617dollars as filed
VTI922908769COM18,144$5,820,781dollars as filed
Apple Inc037833100COM22,483$5,705,961dollars as filed
NVIDIA Corp67066G104COM28,199$4,917,906dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS48,129$4,410,542dollars as filed
AB ACTIVE ETFS INC00039J103ULTRA SHORT INCM77,283$3,900,860dollars as filed
Microsoft Corp594918104COM10,192$3,772,773dollars as filed
Amazon.com, Inc023135106COM16,184$3,370,642dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM10,344$2,974,521dollars as filed
SCHD808524797COM80,500$2,469,740dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS37,590$2,408,768dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS31,289$2,349,804dollars as filed
Vanguard S&P 500 ETF922908363COM3,469$2,072,901dollars as filed
Tesla Motors, Inc88160R101COM5,558$2,066,187dollars as filed
META PLATFORMS INC CL A30303M102COM3,436$1,965,839dollars as filed
iShares Short Treasury Bond ETF464288679SHS16,903$1,865,869dollars as filed
BLACKSTONE SECD LENDING FD09261X102COMMON STOCK78,207$1,852,721dollars as filed
iShares Core Dividend Growth ETF46434V621SHS23,617$1,657,442dollars as filed
SABLE OFFSHORE CORP78574H104COM SHS100,000$1,652,000dollars as filed
Broadcom Inc.11135F101COM5,188$1,605,738dollars as filed
Berkshire Hathaway Inc084670702COM2,870$1,375,304dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS22,190$1,359,357dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS42,866$1,248,687dollars as filed
Oracle Corporation68389X105COM6,985$1,027,564dollars as filed
SIMPLIFY EXCHANGE TRADED FUN82889N525MBS ETF19,164$947,860dollars as filed
AB ACTIVE ETFS INC00039J202TAX AWARE SHRT33,799$851,059dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,955$847,672dollars as filed
JPMorgan Chase & Co46625H100COM2,823$830,414dollars as filed
Visa Inc92826C839COM2,738$827,534dollars as filed
J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN46641Q217BETABULDRS JAPAN11,889$819,271dollars as filed
KAYNE ANDERSON BDC INC48662X105COM SHS59,089$810,702dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS15,251$752,942dollars as filed
EXXON MOBIL CORP30231G102COM4,362$740,057dollars as filed
Vanguard High Dividend Yield ETF921946406SHS4,449$658,897dollars as filed
Eli Lilly and Company532457108COM696$640,160dollars as filed
Vanguard Communication Services ETF92204A884SHS2,981$536,104dollars as filed
VGT92204A702SHS756$527,477dollars as filed
AB ACTIVE ETFS INC00039J780EMER MKTS OP ETF11,897$521,327dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,023$502,836dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,478$499,491dollars as filed
TJX Companies Inc872540109COM3,122$498,584dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK369$487,387dollars as filed
Walmart Inc.931142103COM3,892$483,698dollars as filed
INVESCO QQQ TR46090E103COM830$479,060dollars as filed
UnitedHealth Group Inc91324P102COM1,605$434,297dollars as filed
Bank of America Corp060505104COM8,732$425,685dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q225BETA CDA ETF NEW4,499$423,176dollars as filed
General Electric Company369604301COM1,487$421,966dollars as filed
Chevron Corporation166764100COM1,998$413,387dollars as filed
Costco Wholesale Corporation22160K105COM403$401,562dollars as filed
GE Vernova Inc.36828A101COM456$397,606dollars as filed
Johnson & Johnson478160104COM1,622$396,482dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS7,840$367,775dollars as filed
Prologis,Inc.74340W103COM2,664$352,128dollars as filed
KLA CORP482480100COM238$350,434dollars as filed
Wells Fargo & Company949746101COM4,352$346,463dollars as filed
Raytheon Technologies Corporation75513E101COM1,786$344,520dollars as filed
Palantir Technologies Inc. Class A69608A108COM2,308$337,615dollars as filed
Netflix, Inc64110L106COM3,488$335,372dollars as filed
SHELL PLC SPON ADS780259305ADR3,604$335,172dollars as filed
NIKE,Inc. Class B654106103COM6,125$323,523dollars as filed
AbbVie,Inc.00287Y109COM1,486$323,191dollars as filed
Applied Materials,Inc.038222105COM939$320,941dollars as filed
INTERACTIVE BROKERS GROUP INC COM CL A45841N107Stock4,754$318,851dollars as filed
Micron Technology,Inc.595112103COM936$316,219dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock463$315,878dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q233BETA DEVE EX ETF5,240$311,545dollars as filed
Home Depot, Inc437076102COM947$311,459dollars as filed
Coca-Cola Company191216100COM4,023$305,950dollars as filed
Merck & Co.,Inc.58933Y105COM2,443$293,869dollars as filed
ASTRAZENECA PLC ORDG0593M107ADR1,494$289,370dollars as filed
ARK ETF TR00214Q104INNOVATION ETF4,250$287,258dollars as filed
Caterpillar Inc.149123101COM405$286,927dollars as filed
Honeywell Technologies438516106COM1,258$284,346dollars as filed
Progressive Corporation743315103COM1,434$284,277dollars as filed
Altria Group Inc02209S103COM4,255$280,788dollars as filed
MPLX LP55336V100COM UNIT REP LTD4,855$277,075dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN14,185$273,771dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR1,769$270,215dollars as filed
International Business Machines Corporation459200101COM1,062$257,419dollars as filed
Philip Morris International Inc.718172109COM1,553$256,774dollars as filed
ISHARES TR46434V738CORE MSCI EURO3,599$252,902dollars as filed
Linde plcG54950103COM510$252,838dollars as filed
BLACKSKY TECHNOLOGY INC09263B207COMMON STOCK10,000$251,600dollars as filed
Intuitive Surgical,Inc.46120E602COM529$243,864dollars as filed
NORDSON CORP655663102COM902$239,987dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM6,312$238,847dollars as filed
Procter & Gamble Co742718109COM1,651$238,471dollars as filed
EBAY INC. COM278642103Stock2,611$237,654dollars as filed
Lam Research Corporation512807306COM1,101$235,240dollars as filed
Cisco Systems,Inc.17275R102COM2,984$231,529dollars as filed
S&P Global,Inc.78409V104COM542$230,535dollars as filed
HCA Healthcare Inc40412C101COM482$228,102dollars as filed
Morgan Stanley617446448COM1,365$224,639dollars as filed
Charles Schwab Corp808513105COM2,361$221,887dollars as filed
SUNOCO LP/SUNOCO FIN CORP86765K109COM UT REP LP3,284$213,362dollars as filed
Salesforce.com, Inc79466L302COM1,138$212,431dollars as filed
SYNCHRONYFINL87165B103STOK3,113$211,747dollars as filed
MasterCard, Inc57636Q104COM422$210,857dollars as filed
EOG RES INC COM26875P101Stock1,455$210,350dollars as filed
Amgen Inc.031162100COM597$210,055dollars as filed
BERKLEY W R CORP COM084423102Stock3,159$209,379dollars as filed
HOWMET AEROSPACE INC COM443201108Stock902$207,875dollars as filed
ZURN ELKAY WATER SOLNS CORP COM98983L108Stock4,597$206,130dollars as filed
Abbott Laboratories002824100COM1,975$202,774dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002111463-26-000003this filing2026-05-06acceptance time not in the bulk data set