Legacy Wealth Advisors, LLC

Registered adviser

CIK

2111463

Location

NORTH MIAMI BEACH, FL

Portfolio Value

Small $230,735,499

Diversification

Diversified

Filing Date

Global Rank

#6,018 / 8,816 ▲ 89

Top Industry

Insurance - Diversified 15.5%

Period ended 4 months ago

Filed Aug 14, 2026 · 2mo

3 quarters · since Dec 2025

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 326117

Roster of Oct 1, 2026

Regulatory AUM

$922,775,113

Main clients

Individuals and high net worth (99% 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	$922,775,113	Individuals and high net worth (99%)
Apr 2025 to Mar 2026	$347,974,567	Individuals and high net worth (100%)
Feb 2024 to Mar 2025	$254,931,581	Individuals and high net worth (100%)
Oct 2023 to Jan 2024	$0	—

Portfolio style

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

Style

Concentrated

The top 10 positions are 66.2% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.8 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 58.7%; sector active share 44.3% against the combined 13F book's sector weights.

Over time 3 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

148 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.7%

−1.4 pts

Top 5

51.3%

−7.9 pts

Top 10

66.2%

−6.7 pts

HHI

860

Diversified−166

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	56.6%	$130,612,600	29
Technology	15.4%	$35,617,210	34
Financial Services	11.5%	$26,544,116	23
Communication Services	4.1%	$9,407,315	6
Consumer Cyclical	3.7%	$8,528,835	6
Industrials	3.4%	$7,944,113	18
Healthcare	2.3%	$5,280,573	13
Energy	1.3%	$3,074,635	9
Consumer Defensive	1.1%	$2,556,574	6
Utilities	0.2%	$424,861	2
Basic Materials	0.2%	$404,773	1
Real Estate	0.1%	$339,894	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SOC	Sable Offshore Corp.	+100,350	200,350	$617,078
TAFI	AB Tax-Aware Short Duration Municipal ETF	+99,682	133,481	$3,366,390
SGOV	iShares 0-3 Month Treasury Bond ETF	+60,592	527,772	$53,130,807
EMOP	AB Emerging Markets Opportunities ETF	+9,636	21,533	$1,124,668
NVDA	Nvidia Corp	+7,573	35,772	$7,157,619
VEU	Vanguard International Equity Index Funds	+7,055	38,344	$3,211,310
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+5,292	6,048	$722,856
AMZN	Amazon Com Inc	+5,187	21,371	$5,093,564
GOOGL	Alphabet Inc.	+3,828	14,172	$5,064,647
BAC	Bank Of America Corp	+3,804	12,536	$714,301
MSFT	Microsoft Corp	+3,016	13,208	$4,926,848
AAPL	Apple Inc.	+2,579	25,062	$7,251,940
KLAC	Kla Corp	+2,205	2,443	$737,077
CSCO	Cisco Systems, Inc.	+2,149	5,133	$602,922
BXSL	Blackstone Secured Lending Fund	+1,775	79,982	$1,896,373
XOM	ExxonMobil Holdings Corp	+1,634	5,996	$819,773
KO	Coca Cola Co	+1,598	5,621	$456,818
WMT	Walmart Inc.	+1,489	5,381	$609,452
MRK	Merck & Co., Inc.	+1,405	3,848	$494,468
ET	Energy Transfer LP	+1,232	15,417	$0
GOOG	Alphabet Inc.	+1,083	4,038	$1,426,746
EOG	Eog Resources Inc	+1,002	2,457	$318,746
AVGO	Broadcom Inc.	+905	6,093	$2,301,630
PLTR	Palantir Technologies Inc.	+872	3,180	$371,010
PGR	Progressive Corp	+804	2,238	$488,891
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
YEAR	AB Ultra Short Income ETF	−57,596	19,687	$991,043
JPST	JPMorgan Ultra-Short Income ETF	−54,287	313,432	$15,850,256
SPY	Spdr S&P 500 ETF Trust	−5,944	20,605	$15,387,195
ORCL	Oracle Corp	−4,842	2,143	$314,056
—		−4,130	43,999	$4,032,068
TJX	Tjx Companies Inc	−1,123	1,999	$302,848
VOX	VANGUARD COMMUNICATION SERVICES INDEX FUND	−875	2,106	$387,398
VOO	VANGUARD 500 INDEX FUND	−772	2,697	$1,852,326
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−578	3,871	$611,734
TMO	Thermo Fisher Scientific Inc.	−455	568	$284,772
EBAY	Ebay Inc	−391	2,220	$248,085
AZN	Astrazeneca PLC	−322	1,172	$222,234
BRK-B	Berkshire Hathaway Inc	−292	2,578	$1,290,005
MPLX	Mplx LP	−228	4,627	$260,638
TSLA	Tesla, Inc.	−189	5,369	$2,258,201
BUFC	AB Active ETFs, Inc.	−168	162,428	$6,912,610
PLD	Prologis, Inc.	−155	2,509	$339,894
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−109	18,035	$6,673,671
SHEL	Shell plc	−98	3,506	$271,855
LRCX	Lam Research Corp	−33	1,068	$462,796
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	13,790	$2,356,159
AMD	Advanced Micro Devices Inc	1,828	$1,061,903
INTC	Intel Corp	5,388	$752,326
PANW	Palo Alto Networks Inc	1,619	$552,111
DIS	Walt Disney Co	4,930	$474,512
FWD	AB Disruptors ETF	2,988	$442,582
CRWD	CrowdStrike Holdings, Inc.	464	$354,096
MRVL	Marvell Technology, Inc.	1,178	$350,914
APH	Amphenol Corp	1,983	$349,642
TXN	Texas Instruments Inc	1,145	$341,290
TER	Teradyne, Inc	695	$336,268
STX	Seagate Technology Holdings plc	341	$329,065
ETN	Eaton Corp plc	757	$322,572
TDY	Teledyne Technologies Inc	467	$311,442
SNDK	Sandisk Corp	135	$306,953
CDNS	Cadence Design Systems Inc	817	$306,636
ULS	UL Solutions Inc.	2,995	$305,070
DE	Deere & Co	460	$291,791
C	Citigroup Inc	2,063	$288,737
COF	Capital One Financial Corp	1,411	$283,074
MET	Metlife Inc	3,168	$268,044
MCHP	Microchip Technology Inc	2,870	$261,744
DELL	Dell Technologies Inc.	585	$252,404
ANET	Arista Networks, Inc.	1,478	$251,082
TDG	TransDigm Group INC	186	$247,759
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	3,488	$335,371
NKE	NIKE, Inc.	6,125	$323,522
HON	Honeywell International Inc	1,258	$284,345
BKSY	BlackSky Technology Inc.	10,000	$251,600
ISRG	Intuitive Surgical Inc	529	$243,863
HCA	HCA Healthcare, Inc.	482	$228,101
CRM	Salesforce, Inc.	1,138	$212,430
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

148 tracked positions · $230,735,499 total · filing declares 148 positions · $231,035,101 · as of Jun 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 148 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	527,772	+60,592	$53,130,807	+13.0%	3	before history	23.03%
JPST	JPMorgan Ultra-Short Income ETF	Reduced	313,432	-54,287	$15,850,256	−14.8%	3	before history	6.87%
SPY	Spdr S&P 500 ETF Trust	Reduced	20,605	-5,944	$15,387,195	−10.9%	3	before history	6.67%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	19	0	$14,228,150	+4.3%	3	before history	6.17%
AAPL	Apple Inc. Technology	Added	25,062	+2,579	$7,251,940	+27.1%	3	before history	3.14%
NVDA	Nvidia Corp Technology	Added	35,772	+7,573	$7,157,619	+45.5%	3	before history	3.10%
BUFC	AB Active ETFs, Inc.	Reduced	162,428	-168	$6,912,610	+4.6%	3	before history	3.00%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	18,035	-109	$6,673,671	+14.7%	3	before history	2.89%
AMZN	Amazon Com Inc Consumer Cyclical	Added	21,371	+5,187	$5,093,564	+51.1%	3	before history	2.21%
GOOGL	Alphabet Inc. Communication Services	Added	14,172	+3,828	$5,064,647	+70.3%	3	before history	2.20%
MSFT	Microsoft Corp Technology	Added	13,208	+3,016	$4,926,848	+30.6%	3	before history	2.14%
		Reduced	43,999	-4,130	$4,032,068	−8.6%	3	before history	1.75%
TAFI	AB Tax-Aware Short Duration Municipal ETF	Added	133,481	+99,682	$3,366,390	+295.6%	3	before history	1.46%
VEU	Vanguard International Equity Index Funds	Added	38,344	+7,055	$3,211,310	+36.7%	3	before history	1.39%
VEA	Vanguard FTSE Developed Markets ETF	Held	37,590	0	$2,678,287	+11.2%	3	before history	1.16%
SCHD	Schwab U.S. Dividend Equity ETF	Held	80,500	0	$2,552,655	+3.4%	2	$30.34	1.11%
SPCX	Space Exploration Technologies Corp Industrials	NEW	13,790	NEW	$2,356,159	NEW	1	unpriced	1.02%
AVGO	Broadcom Inc. Technology	Added	6,093	+905	$2,301,630	+43.3%	3	before history	1.00%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	5,369	-189	$2,258,201	+9.3%	3	before history	0.98%
META	Meta Platforms, Inc. Communication Services	Added	3,534	+98	$1,990,666	+1.3%	3	before history	0.86%
BXSL	Blackstone Secured Lending Fund Financial Services	Added	79,982	+1,775	$1,896,373	+2.4%	3	before history	0.82%
SHV	iShares 0-1 Year Treasury Bond ETF	Added	17,054	+151	$1,881,908	+0.9%	3	before history	0.82%
VOO	VANGUARD 500 INDEX FUND	Reduced	2,697	-772	$1,852,326	−10.6%	3	before history	0.80%
DGRO	iShares Core Dividend Growth ETF	Held	23,617	0	$1,789,932	+8.0%	3	before history	0.78%
MU	Micron Technology Inc Technology	Added	1,360	+424	$1,569,834	+396.4%	2	$503.38	0.68%
SCHG	Schwab U.S. Large-Cap Growth ETF	Held	42,866	0	$1,450,585	+16.2%	3	before history	0.63%
GOOG	Alphabet Inc. Communication Services	Added	4,038	+1,083	$1,426,746	+68.3%	3	before history	0.62%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,578	-292	$1,290,005	−6.2%	3	before history	0.56%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	22,348	+158	$1,186,902	−12.7%	3	before history	0.51%
EMOP	AB Emerging Markets Opportunities ETF	Added	21,533	+9,636	$1,124,668	+115.7%	2	$47.26	0.49%
V	Visa Inc. Financial Services	Added	3,169	+431	$1,087,252	+31.4%	3	before history	0.47%
AMD	Advanced Micro Devices Inc Technology	NEW	1,828	NEW	$1,061,903	NEW	1	$409.99	0.46%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,195	+372	$1,045,819	+25.9%	3	before history	0.45%
LLY	ELI LILLY & Co Healthcare	Added	844	+148	$1,012,319	+58.1%	3	before history	0.44%
YEAR	AB Ultra Short Income ETF	Reduced	19,687	-57,596	$991,043	−74.6%	3	before history	0.43%
MTBA	Simplify MBS ETF	Added	19,170	+6	$940,671	−0.8%	3	before history	0.41%
BBJP	JPMorgan BetaBuilders Japan ETF	Held	11,889	0	$895,360	+9.3%	3	before history	0.39%
ASML	Asml Holding NV Technology	Added	432	+63	$859,438	+76.3%	3	before history	0.37%
UNH	Unitedhealth Group Inc Healthcare	Added	2,061	+456	$856,613	+97.2%	3	before history	0.37%
AMAT	Applied Materials Inc Technology	Added	1,178	+239	$851,694	+165.4%	2	$361.74	0.37%
XOM	ExxonMobil Holdings Corp Energy	Added	5,996	+1,634	$819,773	+10.8%	3	before history	0.36%
XLF	State Street Corp Financial Services	Held	15,251	0	$817,606	+8.6%	3	before history	0.35%
KBDC	Kayne Anderson BDC, Inc. Financial Services	Held	59,089	0	$799,474	−1.4%	3	before history	0.35%
QQQ	Invesco Qqq Trust, Series 1	Added	1,030	+200	$758,492	+58.3%	3	before history	0.33%
INTC	Intel Corp Technology	NEW	5,388	NEW	$752,326	NEW	1	$101.12	0.33%
KLAC	Kla Corp Technology	Added	2,443	+2,205	$737,077	+110.3%	3	before history	0.32%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	6,048	+5,292	$722,856	—	3	before history	0.31%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,513	+35	$722,563	+44.7%	3	before history	0.31%
BAC	Bank Of America Corp Financial Services	Added	12,536	+3,804	$714,301	+67.8%	3	before history	0.31%
SOC	Sable Offshore Corp. Energy	Added	200,350	+100,350	$617,078	−62.6%	3	before history	0.27%

Showing the top 50 of 148 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.