Legacy Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Legacy Wealth Advisors, LLC held in its portfolio 86 assets valued at $151,476,645 (i.e. $151.48M).
The most valuable assets in the portfolio included: J P MORGAN EXCHANGE TRADED F ($21.56M), ISHARES TR ($20.31M), and BERKSHIRE HATHAWAY INC DEL ($14.34M).
The chart below shows the top 10 valuable assets, and the table below shows the top 86 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Legacy Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 426150 | 21558929 | ULTRA SHRT ETF |
| ISHARES TR | 202329 | 20309772 | 0-3 MNTH TREASRY |
| BERKSHIRE HATHAWAY INC DEL | 19 | 14341200 | CL A |
| SPDR S&P 500 ETF TR | 15474 | 10551994 | TR UNIT |
| AB ACTIVE ETFS INC | 162764 | 6726288 | CONSERVATIVE |
| VANGUARD INDEX FDS | 17554 | 5885243 | TOTAL STK MKT |
| APPLE INC | 18038 | 4903811 | COM |
| SPDR SERIES TRUST | 47010 | 4295774 | STATE STREET SPD |
| AB ACTIVE ETFS INC | 76523 | 3862882 | ULTRA SHORT INCM |
| NVIDIA CORPORATION | 20566 | 3835559 | COM |
| MICROSOFT CORP | 7916 | 3828336 | COM |
| AMAZON COM INC | 15649 | 3612103 | COM |
| SABLE OFFSHORE CORP | 362273 | 3267703 | COM SHS |
| VANGUARD INDEX FDS | 4767 | 2989529 | S&P 500 ETF SHS |
| ALPHABET INC | 8477 | 2653301 | CAP STK CL A |
| BLACKSTONE SECD LENDING FD | 98830 | 2602186 | COMMON STOCK |
| ISHARES TR | 17029 | 1875748 | TRUST ISHARE 0-1 |
| META PLATFORMS INC | 2498 | 1648905 | CL A |
| ISHARES TR | 23617 | 1639493 | CORE DIV GRWTH |
| ORACLE CORP | 7245 | 1412123 | COM |
| SCHWAB STRATEGIC TR | 42866 | 1398289 | US LCAP GR ETF |
| BROADCOM INC | 3761 | 1301683 | COM |
| VANGUARD TAX-MANAGED FDS | 18499 | 1155633 | VAN FTSE DEV MKT |
| FRONTLINE PLC | 50453 | 1100885 | COM |
| SELECT SECTOR SPDR TR | 22048 | 985764 | STATE STREET ENE |
| ALPHABET INC | 3121 | 979370 | CAP STK CL C |
| SIMPLIFY EXCHANGE TRADED FUN | 19158 | 965765 | MBS ETF |
| BERKSHIRE HATHAWAY INC DEL | 1879 | 944480 | CL B NEW |
| KAYNE ANDERSON BDC INC | 59089 | 846155 | COM SHS |
| AB ACTIVE ETFS INC | 33323 | 840073 | TAX AWARE SHRT |
| JPMORGAN CHASE & CO. | 2317 | 746584 | COM |
| VISA INC | 2117 | 742454 | COM CL A |
| TESLA INC | 1597 | 718203 | COM |
| ELI LILLY & CO | 596 | 640510 | COM |
| VANGUARD WHITEHALL FDS | 4408 | 632637 | HIGH DIV YLD |
| BLACKSKY TECHNOLOGY INC | 31827 | 596757 | CL A NEW |
| VANGUARD WORLD FD | 2981 | 577212 | COMM SRVC ETF |
| VANGUARD WORLD FD | 756 | 569858 | INF TECH ETF |
| VANGUARD INTL EQUITY INDEX F | 7434 | 546846 | ALLWRLD EX US |
| MASTERCARD INCORPORATED | 952 | 543478 | CL A |
| INVESCO QQQ TR | 830 | 509878 | UNIT SER 1 |
| UNITEDHEALTH GROUP INC | 1416 | 467436 | COM |
| WALMART INC | 3503 | 390270 | COM |
| WELLS FARGO CO NEW | 4111 | 383146 | COM |
| J P MORGAN EXCHANGE TRADED F | 5799 | 382213 | BETABULDRS JAPAN |
| TAIWAN SEMICONDUCTOR MFG LTD | 1238 | 376216 | SPONSORED ADS |
| JOHNSON & JOHNSON | 1802 | 372924 | COM |
| SPDR INDEX SHS FDS | 7840 | 366991 | PORTFOLIO EMG MK |
| SELECT SECTOR SPDR TR | 6535 | 357922 | STATE STREET FIN |
| PROGRESSIVE CORP | 1486 | 338392 | COM |
| ARK ETF TR | 4250 | 326910 | INNOVATION ETF |
| EXXON MOBIL CORP | 2636 | 317217 | COM |
| ISHARES TR | 664 | 314272 | RUS 1000 GRW ETF |
| TJX COS INC NEW | 2017 | 309832 | COM |
| INTERACTIVE BROKERS GROUP IN | 4802 | 308817 | COM CL A |
| DISNEY WALT CO | 2518 | 286473 | COM |
| ASML HOLDING N V | 263 | 281374 | N Y REGISTRY SHS |
| KLA CORP | 221 | 268533 | COM NEW |
| GE AEROSPACE | 850 | 261826 | COM NEW |
| MPLX LP | 4855 | 259112 | COM UNIT REP LTD |
| LPL FINL HLDGS INC | 724 | 258592 | COM |
| RTX CORPORATION | 1404 | 257494 | COM |
| ISHARES TR | 3599 | 255458 | CORE MSCI EURO |
| GE VERNOVA INC | 391 | 255220 | COM |
| TEXAS INSTRS INC | 1424 | 247050 | COM |
| INTUITIVE SURGICAL INC | 422 | 239004 | COM NEW |
| COCA COLA CO | 3417 | 238883 | COM |
| ISHARES TR | 1744 | 238824 | RUS MD CP GR ETF |
| BANK AMERICA CORP | 4321 | 237655 | COM |
| ABBOTT LABS | 1896 | 237550 | COM |
| BERKLEY W R CORP | 3368 | 236165 | COM |
| CHEVRON CORP NEW | 1548 | 235931 | COM |
| THERMO FISHER SCIENTIFIC INC | 407 | 235837 | COM |
| ENERGY TRANSFER L P | 14185 | 233911 | COM UT LTD PTN |
| NETFLIX INC | 2470 | 231588 | COM |
| HOME DEPOT INC | 655 | 225386 | COM |
| ABBVIE INC | 970 | 221636 | COM |
| ALLEGION PLC | 1383 | 220202 | ORD SHS |
| CISCO SYS INC | 2837 | 218535 | COM |
| ZURN ELKAY WATER SOLNS CORP | 4566 | 212274 | COM |
| SCHWAB CHARLES CORP | 2107 | 210511 | COM |
| QUALCOMM INC | 1201 | 205432 | COM |
| J P MORGAN EXCHANGE TRADED F | 2204 | 204972 | BETABUILDERS CDA |
| ENTERPRISE PRODS PARTNERS L | 6312 | 202363 | COM |
| CATERPILLAR INC | 353 | 202224 | COM |
| SERVICENOW INC | 1310 | 200679 | COM |
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