Legacy Advisors, LLC

Registered adviser

CIK

1720969

Location

PLYMOUTH MEETING, PA

Portfolio Value

Small $897,672,240

Diversification

Diversified

Filing Date

Global Rank

#2,418 / 8,818 ▲ 145 · as of Jun 2026

Top Industry

Internet Content & Information 14.1%

Period ended 28 days ago

Filed Oct 19, 2026 · 9d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 139830

Roster of Oct 1, 2026

Regulatory AUM

$5,168,722,434

Main clients

Individuals and high net worth (94% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$5,168,722,434	Individuals and high net worth (94%)
Apr 2025 to Mar 2026	$4,182,473,646	Individuals and high net worth (98%)
Apr 2024 to Mar 2025	$3,635,326,096	Individuals and high net worth (92%)
May 2023 to Mar 2024	$2,802,742,802	Individuals and high net worth (95%)
Apr 2023	$2,802,742,802	Individuals and high net worth (95%)
Apr 2022 to Mar 2023	$2,846,658,597	Individuals and high net worth (89%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 61.5% of the book (60%+)

Turnover

Low turnover

8.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 12.4 quarters (12+), a floor since 30.3% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 62.1%; sector active share 44.3% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

318 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

21.4%

+4.3 pts

Top 5

48.5%

−0.8 pts

Top 10

61.7%

+0.2 pts

HHI

777

Diversified+113

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	56.4%	$506,145,689	101
Technology	17.5%	$157,492,741	56
Communication Services	7.1%	$63,554,974	14
Financial Services	5.3%	$47,312,573	42
Industrials	5.2%	$46,311,449	28
Consumer Cyclical	3.4%	$30,407,754	17
Healthcare	2.6%	$23,336,113	24
Energy	1.3%	$11,460,588	12
Consumer Defensive	0.6%	$5,414,068	7
Utilities	0.3%	$2,496,605	7
Basic Materials	0.3%	$2,334,163	8
Real Estate	0.2%	$1,405,523	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GQGU	GQG US Equity ETF	+45,224	1,003,727	$26,518,467
IJR	iShares Core S&P Small-Cap ETF	+39,900	391,432	$53,250,409
VOO	VANGUARD 500 INDEX FUND	+32,956	142,916	$100,164,107
IXUS	iShares Core MSCI Total International Stock ETF	+32,185	38,995	$3,704,135
APH	Amphenol Corp	+31,776	50,800	$4,282,440
MTZ	Mastec Inc	+23,191	147,372	$31,481,606
DFAC	Dimensional U.S. Core Equity 2 ETF	+15,331	253,694	$11,276,698
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+14,142	24,790	$1,893,956
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+10,817	28,761	$2,017,584
IWF	iShares Russell 1000 Growth ETF	+8,366	72,410	$9,070,076
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+7,761	34,502	$1,634,014
VEA	Vanguard FTSE Developed Markets ETF	+7,614	16,604	$1,172,408
IVV	iShares Core S&P 500 ETF	+7,281	46,289	$35,450,430
SPY	Spdr S&P 500 ETF Trust	+5,737	48,013	$36,616,154
RELY	Remitly Global, Inc.	+5,000	18,713	$399,335
SCHD	Schwab U.S. Dividend Equity ETF	+4,235	238,638	$7,762,894
SPCX	Space Exploration Technologies Corp	+2,931	5,558	$838,479
CME	Cme Group Inc.	+2,856	3,895	$1,020,412
IEFA	iShares Core MSCI EAFE ETF	+2,849	9,439	$914,450
MNST	Monster Beverage Corp	+2,356	5,192	$216,091
CRWD	CrowdStrike Holdings, Inc.	+2,323	3,099	$820,460
GM	General Motors Co	+2,160	8,140	$626,780
VRSK	Verisk Analytics, Inc.	+2,093	3,411	$572,536
MCO	Moodys Corp	+2,027	2,705	$1,228,421
MTUM	iShares MSCI USA Momentum Factor ETF	+1,314	1,914	$607,388
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−45,741	3,385,726	$0
VXUS	Vanguard Total International Stock ETF	−31,827	105,744	$8,984,010
PFE	Pfizer Inc	−30,664	9,926	$283,089
CMCSA	Comcast Corp	−22,665	29,637	$644,901
AMZN	Amazon Com Inc	−18,175	55,665	$13,868,934
JNJ	Johnson & Johnson	−17,599	19,327	$5,116,629
VUG	VANGUARD GROWTH INDEX FUND	−17,278	23,642	$2,130,380
WIT	Wipro Ltd	−15,287	12,130	$20,014
MCD	Mcdonalds Corp	−13,314	1,043	$240,870
PEP	Pepsico Inc	−13,066	1,980	$250,905
ABBV	AbbVie Inc.	−12,148	4,401	$1,151,257
ABT	Abbott Laboratories	−11,806	6,898	$681,729
JPM	Jpmorgan Chase & Co	−10,333	8,467	$2,801,137
MGNI	Magnite, Inc.	−9,967	10,000	$252,600
BAC	Bank Of America Corp	−7,892	37,223	$2,026,047
NVDA	Nvidia Corp	−7,589	66,974	$15,295,522
CION	CION Investment Corp	−6,500	10,500	$73,710
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−6,329	34,750	$13,004,840
VZ	Verizon Communications Inc	−6,184	10,517	$482,414
GOOGL	Alphabet Inc.	−5,408	60,822	$20,927,633
UBER	Uber Technologies, Inc	−5,397	103,527	$7,092,634
MSFT	Microsoft Corp	−5,162	32,494	$16,666,172
AAPL	Apple Inc.	−4,316	145,461	$48,441,422
T	At&T Inc.	−4,210	9,229	$225,187
PNC	Pnc Financial Services Group, Inc.	−4,073	5,304	$1,178,867
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
INFO	Harbor PanAgora Dynamic Large Cap Core ETF	100,222	$2,812,129
XOM	ExxonMobil Holdings Corp	7,415	$1,206,791
QNBC	Qnb Corp.	25,850	$1,179,018
EMXC	iShares MSCI Emerging Markets ex China ETF	10,764	$1,066,497
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	10,682	$536,343
WEX	WEX Inc.	2,807	$473,540
DUHP	Dimensional US High Profitability ETF	10,341	$433,391
DFIC	Dimensional International Core Equity 2 ETF	10,599	$398,628
ZTS	Zoetis Inc.	5,209	$363,744
VIA	Via Transportation, Inc.	10,950	$331,237
DFUV	Dimensional U.S. Marketwide Value ETF	5,609	$308,495
WDAY	Workday, Inc.	1,388	$264,358
MUB	iShares National Muni Bond ETF	2,454	$248,099
ACN	Accenture plc	1,336	$244,982
DFIV	Dimensional International Value ETF	4,304	$240,421
ADX	Adams Diversified Equity Fund, Inc.	9,203	$236,241
AEM	Agnico Eagle Mines Ltd	1,287	$235,868
NEM	NEWMONT Corp	2,043	$235,639
ANET	Arista Networks, Inc.	1,131	$230,260
SNOW	Snowflake Inc.	647	$219,695
WDS	Woodside Energy Group Ltd	9,846	$218,285
NDAQ	Nasdaq, Inc.	2,355	$216,683
DVN	Devon Energy Corp	4,617	$212,566
G	Genpact LTD	6,525	$212,258
CEG	Constellation Energy Corp	826	$209,820
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AMTM	Amentum Holdings, Inc.	9,065,677	$9,065,677
IEF	iShares 7-10 Year Treasury Bond ETF	23,561	$2,228,163
NSC	Norfolk Southern Corp	4,984	$1,567,916
EMR	Emerson Electric Co	9,045	$1,294,791
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	12,303	$1,016,842
CB	Chubb Ltd	2,008	$684,205
TDVG	T. Rowe Price Dividend Growth ETF	13,433	$658,619
UPS	United Parcel Service Inc	5,385	$578,887
SYK	Stryker Corp	1,576	$496,187
HONA	Honeywell Aerospace Inc.	2,218	$490,355
HEFA	iShares Currency Hedged MSCI EAFE ETF	9,652	$452,968
FICO	Fair Isaac Corp	345	$412,199
AFL	Aflac Inc	3,030	$355,267
JCI	Johnson Controls International plc	2,381	$347,887
DY	Dycom Industries Inc	668	$337,734
RPM	Rpm International Inc	2,955	$328,448
NDSN	Nordson Corp	1,008	$304,103
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	1,235	$300,092
COKE	Coca-Cola Consolidated, Inc.	1,555	$296,880
C	Citigroup Inc	2,087	$292,096
GD	General Dynamics Corp	820	$290,476
VHT	VANGUARD HEALTH CARE INDEX FUND	949	$283,760
MO	Altria Group, Inc.	3,720	$267,654
OCFC	Oceanfirst Financial Corp	13,613	$265,861
SNDK	Sandisk Corp	115	$261,478
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

318 tracked positions · $897,672,240 total · filing declares 318 positions · $1,050,179,911 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 318 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Added	142,916	+32,956	$100,164,107	+32.6%	11.16%
IJR	iShares Core S&P Small-Cap ETF	Added	391,432	+39,900	$53,250,409	+2.1%	5.93%
AAPL	Apple Inc. Technology	Reduced	145,461	-4,316	$48,441,422	+11.8%	5.40%
IWB	iShares Russell 1000 ETF	Held	89,260	0	$37,143,763	+1.6%	4.14%
SPY	Spdr S&P 500 ETF Trust	Added	48,013	+5,737	$36,616,154	+16.0%	4.08%
IVV	iShares Core S&P 500 ETF	Added	46,289	+7,281	$35,450,430	+21.4%	3.95%
MTZ	Mastec Inc Industrials	Added	147,372	+23,191	$31,481,606	−39.1%	3.51%
GQGU	GQG US Equity ETF	Added	1,003,727	+45,224	$26,518,467	+8.9%	2.95%
META	Meta Platforms, Inc. Communication Services	Reduced	32,447	-1,231	$23,529,915	+24.0%	2.62%
IWR	iShares Russell Mid-Cap ETF	Reduced	206,268	-1,064	$22,010,858	−3.8%	2.45%
GOOGL	Alphabet Inc. Communication Services	Reduced	60,822	-5,408	$20,927,633	−11.6%	2.33%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	102,879	+187	$20,138,564	+2.9%	2.24%
MSFT	Microsoft Corp Technology	Reduced	32,494	-5,162	$16,666,172	+18.7%	1.86%
VERX	Vertex, Inc. Technology	Added	1,343,905	+67	$15,831,200	+2.6%	1.76%
NVDA	Nvidia Corp Technology	Reduced	66,974	-7,589	$15,295,522	+2.5%	1.70%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	55,665	-18,175	$13,868,934	−21.2%	1.54%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	34,750	-6,329	$13,004,840	−14.4%	1.45%
QQQ	Invesco Qqq Trust, Series 1	Added	16,962	+15	$12,547,978	+0.5%	1.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	23,461	-648	$11,682,404	−3.2%	1.30%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	253,694	+15,331	$11,276,698	+6.6%	1.26%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	15,984	+46	$10,496,852	−6.4%	1.17%
OEF	iShares S&P 100 ETF	Added	27,420	+2	$10,476,633	+4.4%	1.17%
GOOG	Alphabet Inc. Communication Services	Reduced	27,203	-2,523	$9,269,150	−11.7%	1.03%
IWF	iShares Russell 1000 Growth ETF	Added	72,410	+8,366	$9,070,076	+14.1%	1.01%
VXUS	Vanguard Total International Stock ETF	Reduced	105,744	-31,827	$8,984,010	−23.6%	1.00%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Added	86,790	+12	$8,777,072	+3.0%	0.98%
SCHD	Schwab U.S. Dividend Equity ETF	Added	238,638	+4,235	$7,762,894	+4.4%	0.86%
UBER	Uber Technologies, Inc Technology	Reduced	103,527	-5,397	$7,092,634	−9.8%	0.79%
MU	Micron Technology Inc Technology	Reduced	6,181	-1	$6,583,444	−7.7%	0.73%
FULT	Fulton Financial Corp Financial Services	Reduced	281,039	-65	$6,340,239	−6.8%	0.71%
BSY	Bentley Systems Inc Technology	Added	194,764	+188	$6,222,709	+7.0%	0.69%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Held	34,875	0	$5,412,600	−1.8%	0.60%
JNJ	Johnson & Johnson Healthcare	Reduced	19,327	-17,599	$5,116,629	−45.4%	0.57%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	13,035	-1,765	$4,624,948	−25.7%	0.52%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	9,697	-202	$4,423,674	−6.4%	0.49%
APH	Amphenol Corp Technology	Added	50,800	+31,776	$4,282,440	+27.7%	0.48%
EPD	Enterprise Products Partners L.P. Energy	Added	119,872	+839	$4,268,641	−2.4%	0.48%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	48,828	-307	$3,829,091	−3.3%	0.43%
AVGO	Broadcom Inc. Technology	Added	10,622	+323	$3,730,340	−4.1%	0.42%
IXUS	iShares Core MSCI Total International Stock ETF	Added	38,995	+32,185	$3,704,135	+469.9%	0.41%
RBLX	Roblox Corp Communication Services	Added	85,703	+69	$3,631,236	−22.0%	0.40%
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	Held	22,134	0	$3,242,188	−3.7%	0.36%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	1,867	-15	$3,227,165	+1.0%	0.36%
VB	Vanguard Index Funds	Added	10,391	+507	$2,956,135	−1.3%	0.33%
GLD	Spdr Gold Trust	Held	7,453	0	$2,838,400	+3.4%	0.32%
INFO	Harbor PanAgora Dynamic Large Cap Core ETF	NEW	100,222	NEW	$2,812,129	NEW	0.31%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,467	-10,333	$2,801,137	−54.5%	0.31%
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	Reduced	16,792	-471	$2,435,511	−0.6%	0.27%
VV	VANGUARD LARGE-CAP INDEX FUND	Held	6,503	0	$2,288,080	+2.3%	0.25%
LLY	ELI LILLY & Co Healthcare	Reduced	1,972	-180	$2,281,761	−11.6%	0.25%

Showing the top 50 of 318 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.