13F-HR filed by Legacy Wealth Advisors, LLC
Legacy Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 148 holding rows worth $231,035,101.
- Accession
- 0002111463-26-000004
- Filer
- CIK 2111463
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 148 entries on the cover page, a total value of $231,035,101 stated on the cover page (in dollars after the unit check, H1), rows summing to $231,035,101 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 |
|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 527,772 | $53,130,832 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 313,432 | $15,850,257 | dollars as filed | |
| SPY | 78462F103 | SHS | 20,605 | $15,395,277 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 19 | $14,228,150 | dollars as filed | |
| Apple Inc | 037833100 | COM | 25,062 | $7,251,941 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 35,772 | $7,157,620 | dollars as filed | |
| AB CONSERVATIVE BUFFER ETF | 00039j806 | INDX FD | 162,428 | $6,912,676 | dollars as filed | |
| VTI | 922908769 | COM | 18,035 | $6,673,729 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 21,371 | $5,093,565 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 14,172 | $5,064,648 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 13,208 | $4,926,849 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 43,999 | $4,032,069 | dollars as filed | |
| AB ACTIVE ETFS INC | 00039J202 | TAX AWARE SHRT | 133,481 | $3,366,391 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 38,344 | $3,211,310 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 37,590 | $2,678,288 | dollars as filed | |
| SCHD | 808524797 | COM | 80,500 | $2,552,655 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 13,790 | $2,356,160 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 6,093 | $2,301,631 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 5,369 | $2,258,202 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 3,534 | $1,990,667 | dollars as filed | |
| BLACKSTONE SECD LENDING FD | 09261X102 | COMMON STOCK | 79,982 | $1,896,373 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 17,054 | $1,881,888 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,697 | $1,852,327 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 23,617 | $1,789,933 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 1,360 | $1,569,835 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 42,866 | $1,450,586 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 4,038 | $1,426,747 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,578 | $1,290,006 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 22,348 | $1,186,922 | dollars as filed | |
| AB ACTIVE ETFS INC | 00039J780 | EMER MKTS OP ETF | 21,533 | $1,124,669 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,169 | $1,087,253 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,828 | $1,061,904 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,195 | $1,045,820 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 844 | $1,012,319 | dollars as filed | |
| AB ACTIVE ETFS INC | 00039J103 | ULTRA SHORT INCM | 19,687 | $991,044 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N525 | MBS ETF | 19,170 | $940,676 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN | 46641Q217 | BETABULDRS JAPAN | 11,889 | $895,361 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 432 | $859,439 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 2,061 | $856,614 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 1,178 | $851,694 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 5,996 | $819,774 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 15,251 | $817,607 | dollars as filed | |
| KAYNE ANDERSON BDC INC | 48662X105 | COM SHS | 59,089 | $799,475 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,030 | $758,492 | dollars as filed | |
| Intel Corp | 458140100 | COM | 5,388 | $752,327 | dollars as filed | |
| KLA CORP | 482480100 | COM | 2,443 | $737,078 | dollars as filed | |
| VGT | 92204A702 | SHS | 6,048 | $722,857 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,513 | $722,564 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 12,536 | $714,302 | dollars as filed | |
| SABLE OFFSHORE CORP | 78574H104 | COM SHS | 200,350 | $617,078 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 3,871 | $611,735 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 5,381 | $609,453 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 5,133 | $602,923 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,173 | $602,453 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,339 | $594,036 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 505 | $592,717 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,529 | $571,434 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,619 | $552,112 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 467 | $497,309 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 3,848 | $494,468 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 2,238 | $488,892 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 521 | $487,380 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 4,930 | $474,513 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,068 | $462,797 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,819 | $457,734 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 5,621 | $456,819 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q225 | BETA CDA ETF NEW | 4,499 | $447,201 | dollars as filed | |
| AB ACTIVE ETFS INC | 00039J509 | DISRUPTORS ETF | 2,988 | $442,583 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 2,286 | $433,723 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 4,803 | $418,054 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 7,840 | $405,956 | dollars as filed | |
| Linde plc | G54950103 | COM | 780 | $404,774 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,142 | $402,761 | dollars as filed | |
| Vanguard Communication Services ETF | 92204A884 | SHS | 2,106 | $387,399 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 3,180 | $371,011 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 4,474 | $369,732 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,988 | $359,650 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 464 | $354,097 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 1,178 | $350,915 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 1,983 | $349,643 | dollars as filed | |
| ARK ETF TR | 00214Q104 | INNOVATION ETF | 4,250 | $343,485 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 1,145 | $341,291 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 2,509 | $339,895 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 1,259 | $338,495 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 695 | $336,269 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 1,606 | $335,719 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,008 | $332,847 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 341 | $329,065 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 4,520 | $325,214 | dollars as filed | |
| NORDSON CORP | 655663102 | COM | 1,070 | $322,809 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 757 | $322,573 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 2,043 | $320,179 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 2,457 | $318,747 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,169 | $318,063 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 2,143 | $314,057 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q233 | BETA DEVE EX ETF | 5,240 | $313,719 | dollars as filed | |
| TELEDYNE TECHNOLOGIES INC COM | 879360105 | Stock | 467 | $311,443 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 135 | $306,954 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 817 | $306,637 | dollars as filed | |
| UL SOLUTIONS INC | 903731107 | CLASS A COM SHS | 2,995 | $305,071 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,999 | $302,849 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,075 | $302,301 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 15,417 | $294,774 | dollars as filed | |
| Deere & Company | 244199105 | COM | 460 | $291,792 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 2,063 | $288,738 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 3,117 | $287,606 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 568 | $284,773 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 1,411 | $283,075 | dollars as filed | |
| BERKLEY W R CORP COM | 084423102 | Stock | 3,866 | $272,669 | dollars as filed | |
| SHELL PLC SPON ADS | 780259305 | ADR | 3,506 | $271,856 | dollars as filed | |
| ISHARES TR | 46434V738 | CORE MSCI EURO | 3,599 | $270,537 | dollars as filed | |
| METLIFE INC COM | 59156R108 | Stock | 3,168 | $268,045 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 525 | $267,388 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 2,870 | $261,744 | dollars as filed | |
| MPLX LP | 55336V100 | COM UNIT REP LTD | 4,627 | $260,639 | dollars as filed | |
| ZURN ELKAY WATER SOLNS CORP COM | 98983L108 | Stock | 5,045 | $254,924 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 585 | $252,405 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 1,478 | $251,083 | dollars as filed | |
| SYNCHRONYFINL | 87165B103 | STOK | 3,288 | $250,053 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 2,220 | $248,085 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 186 | $247,760 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 217 | $245,838 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 595 | $242,320 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 664 | $240,448 | dollars as filed | |
| American Express Company | 025816109 | COM | 709 | $239,820 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 481 | $238,928 | dollars as filed | |
| HSBC HLDGS PLC SPON ADR NEW | 404280406 | ADR | 2,512 | $238,867 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 2,584 | $234,473 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 564 | $234,224 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 5,484 | $232,193 | dollars as filed | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 6,312 | $232,030 | dollars as filed | |
| RBC BEARINGS INC COM | 75524B104 | Stock | 358 | $230,574 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 3,113 | $228,339 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 4,746 | $225,578 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 2,898 | $223,378 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 706 | $222,278 | dollars as filed | |
| SUNOCO LP/SUNOCO FIN CORP | 86765K109 | COM UT REP LP | 3,284 | $221,670 | dollars as filed | |
| ASTRAZENECA PLC ORD | G0593M107 | ADR | 1,172 | $219,290 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 1,303 | $218,553 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 1,594 | $218,076 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 879 | $215,602 | dollars as filed | |
| ZEBRA TECHNOLOGIES CORPORATION CL A | 989207105 | Stock | 811 | $213,504 | dollars as filed | |
| Boeing Company | 097023105 | COM | 975 | $211,059 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 2,356 | $206,787 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 1,099 | $203,085 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 315 | $201,197 | dollars as filed | |
| HALEON PLC SPON ADS | 405552100 | ADR | 10,943 | $102,099 | dollars as filed | |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | 539439109 | ADR | 13,569 | $79,108 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002111463-26-000004 | this filing | 2026-08-14 | acceptance time not in the bulk data set |