Legacy Wealth Advisors, LLC

CIK

2111463

Location

NORTH MIAMI BEACH, FL

Portfolio Value

Micro $86,389,735

Diversification

Diversified

Filing Date

Global Rank

#5,763 / 8,636 ▲ 402 · as of Mar 2026

Top Industry

Insurance - Diversified 21.9%

3Y Alpha vs SPY

+3.4%

Period ended 4 months ago

Filed May 6, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+14.9%

SPY

+13.5%

Annualised alpha

+3.4%

Max drawdown

−5.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

80 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.0%

−1.2 pts

Top 5

54.1%

+0.9 pts

Top 10

69.2%

−4.5 pts

HHI

868

Diversified−7

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	25.2%	$21,795,111	15
Technology	23.5%	$20,278,633	15
Unclassified	20.5%	$17,744,935	2
Consumer Cyclical	7.9%	$6,808,043	6
Communication Services	7.1%	$6,123,400	3
Energy	5.0%	$4,354,014	9
Healthcare	4.7%	$4,040,480	12
Industrials	3.1%	$2,672,918	10
Consumer Defensive	2.3%	$1,967,237	6
Real Estate	0.4%	$352,127	1
Basic Materials	0.3%	$252,837	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+11,075	26,549	$17,265,876
NVDA	Nvidia Corp	+7,633	28,199	$4,917,905
AAPL	Apple Inc.	+4,445	22,483	$5,705,960
BAC	Bank Of America Corp /De/	+4,411	8,732	$425,685
TSLA	Tesla, Inc.	+3,961	5,558	$2,066,186
MSFT	Microsoft Corp	+2,276	10,192	$3,772,772
XOM	ExxonMobil Holdings Corp	+1,726	4,362	$740,056
GOOGL	Alphabet Inc.	+1,701	13,299	$3,822,191
AVGO	Broadcom Inc.	+1,427	5,188	$1,605,737
TJX	Tjx Companies Inc /De/	+1,105	3,122	$498,583
NFLX	Netflix Inc	+1,018	3,488	$335,371
BRK-B	Berkshire Hathaway Inc	+991	2,889	$15,019,964
META	Meta Platforms, Inc.	+938	3,436	$1,965,838
GE	General Electric Co	+637	1,487	$421,965
V	Visa Inc.	+621	2,738	$827,533
TMO	Thermo Fisher Scientific Inc.	+616	1,023	$502,835
KO	Coca Cola Co	+606	4,023	$305,949
AMZN	Amazon Com Inc	+535	16,184	$3,370,641
ABBV	AbbVie Inc.	+516	1,486	$323,190
JPM	Jpmorgan Chase & Co	+506	2,823	$830,413
CVX	Chevron Corp	+450	1,998	$413,386
WMT	Walmart Inc.	+389	3,892	$483,697
RTX	RTX Corp	+382	1,786	$344,519
HD	Home Depot, Inc.	+292	947	$311,458
SCHW	Schwab Charles Corp	+254	2,361	$221,886
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
SOC	Sable Offshore Corp.	−262,273	100,000	$1,652,000
BKSY	BlackSky Technology Inc.	−21,827	10,000	$251,600
BXSL	Blackstone Secured Lending Fund	−20,623	78,207	$1,852,723
MA	Mastercard Inc	−530	422	$210,856
ORCL	Oracle Corp	−260	6,985	$1,027,563
WRB	Berkley W R Corp	−209	3,159	$209,378
JNJ	Johnson & Johnson	−180	1,622	$396,481
PGR	Progressive Corp/Oh/	−52	1,434	$284,276
IBKR	Interactive Brokers Group, Inc.	−48	4,754	$318,850
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
COST	Costco Wholesale Corp /New	403	$401,561
PLD	Prologis, Inc.	2,664	$352,127
PLTR	Palantir Technologies Inc.	2,308	$337,614
SHEL	Shell plc	3,604	$335,172
NKE	NIKE, Inc.	6,125	$323,522
AMAT	Applied Materials Inc /De	939	$320,940
MU	Micron Technology Inc	936	$316,218
NOC	Northrop Grumman Corp /De/	463	$315,877
AZN	Astrazeneca PLC	1,494	$294,646
MRK	Merck & Co., Inc.	2,443	$293,868
MO	Altria Group, Inc.	4,255	$280,787
NVS	Novartis AG	1,769	$270,214
IBM	International Business Machines Corp	1,062	$257,418
PM	Philip Morris International Inc.	1,553	$256,773
LIN	Linde PLC	510	$252,837
NDSN	Nordson Corp	902	$239,986
PG	PROCTER & GAMBLE Co	1,651	$238,470
EBAY	Ebay Inc	2,611	$237,653
LRCX	Lam Research Corp	1,101	$235,239
HCA	HCA Healthcare, Inc.	482	$228,101
MS	Morgan Stanley	1,365	$224,638
SUN	Sunoco LP	3,284	$213,361
CRM	Salesforce, Inc.	1,138	$212,430
SYF	Synchrony Financial	3,113	$211,746
EOG	Eog Resources Inc	1,455	$210,349
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
FRO	Frontline plc	50,453	$1,100,884
DIS	Walt Disney Co	2,518	$286,472
LPLA	LPL Financial Holdings Inc.	724	$258,591
TXN	Texas Instruments Inc	1,424	$247,049
ALLE	Allegion plc	1,383	$220,201
QCOM	Qualcomm Inc/De	1,201	$205,431
NOW	ServiceNow, Inc.	1,310	$200,678
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

80 tracked positions · $86,389,735 total · filing declares 109 positions · $195,964,583 · as of Mar 31, 2026

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

Showing 1–50 of 80 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	26,549	+11,075	$17,265,876	+63.6%	19.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,889	+991	$15,019,964	−1.7%	17.39%
AAPL	Apple Inc. Technology	Added	22,483	+4,445	$5,705,960	+16.4%	6.60%
NVDA	Nvidia Corp Technology	Added	28,199	+7,633	$4,917,905	+28.2%	5.69%
GOOGL	Alphabet Inc. Communication Services	Added	13,299	+1,701	$3,822,191	+5.2%	4.42%
MSFT	Microsoft Corp Technology	Added	10,192	+2,276	$3,772,772	−1.5%	4.37%
AMZN	Amazon Com Inc Consumer Cyclical	Added	16,184	+535	$3,370,641	−6.7%	3.90%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,558	+3,961	$2,066,186	+187.7%	2.39%
META	Meta Platforms, Inc. Communication Services	Added	3,436	+938	$1,965,838	+19.2%	2.28%
BXSL	Blackstone Secured Lending Fund Financial Services	Reduced	78,207	-20,623	$1,852,723	−28.8%	2.14%
SOC	Sable Offshore Corp. Energy	Reduced	100,000	-262,273	$1,652,000	−49.4%	1.91%
AVGO	Broadcom Inc. Technology	Added	5,188	+1,427	$1,605,737	+23.4%	1.86%
ORCL	Oracle Corp Technology	Reduced	6,985	-260	$1,027,563	−27.2%	1.19%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,823	+506	$830,413	+11.2%	0.96%
V	Visa Inc. Financial Services	Added	2,738	+621	$827,533	+11.5%	0.96%
KBDC	Kayne Anderson BDC, Inc. Financial Services	Held	59,089	0	$810,701	−4.2%	0.94%
XOM	ExxonMobil Holdings Corp Energy	Added	4,362	+1,726	$740,056	+133.3%	0.86%
LLY	ELI LILLY & Co Healthcare	Added	696	+100	$640,159	−0.1%	0.74%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	1,023	+616	$502,835	+113.2%	0.58%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,478	+240	$499,490	+32.8%	0.58%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	3,122	+1,105	$498,583	+60.9%	0.58%
ASML	Asml Holding NV Technology	Added	369	+106	$487,386	+73.2%	0.56%
WMT	Walmart Inc. Consumer Defensive	Added	3,892	+389	$483,697	+23.9%	0.56%
QQQ	Invesco Qqq Trust, Series 1	Held	830	0	$479,059	−6.0%	0.55%
UNH	Unitedhealth Group Inc Healthcare	Added	1,605	+189	$434,296	−7.1%	0.50%
BAC	Bank Of America Corp /De/ Financial Services	Added	8,732	+4,411	$425,685	+79.1%	0.49%
GE	General Electric Co Industrials	Added	1,487	+637	$421,965	+61.2%	0.49%
CVX	Chevron Corp Energy	Added	1,998	+450	$413,386	+75.2%	0.48%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	403	NEW	$401,561	NEW	0.46%
GEV	GE Vernova Inc. Industrials	Added	456	+65	$398,042	+55.8%	0.46%
JNJ	Johnson & Johnson Healthcare	Reduced	1,622	-180	$396,481	+6.3%	0.46%
PLD	Prologis, Inc. Real Estate	NEW	2,664	NEW	$352,127	NEW	0.41%
KLAC	Kla Corp Technology	Added	238	+17	$350,433	+30.5%	0.41%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,352	+241	$346,462	−9.6%	0.40%
RTX	RTX Corp Industrials	Added	1,786	+382	$344,519	+33.8%	0.40%
PLTR	Palantir Technologies Inc. Technology	NEW	2,308	NEW	$337,614	NEW	0.39%
NFLX	Netflix Inc Communication Services	Added	3,488	+1,018	$335,371	+44.8%	0.39%
SHEL	Shell plc Energy	NEW	3,604	NEW	$335,172	NEW	0.39%
NKE	NIKE, Inc. Consumer Cyclical	NEW	6,125	NEW	$323,522	NEW	0.37%
ABBV	AbbVie Inc. Healthcare	Added	1,486	+516	$323,190	+45.8%	0.37%
AMAT	Applied Materials Inc /De Technology	NEW	939	NEW	$320,940	NEW	0.37%
IBKR	Interactive Brokers Group, Inc. Financial Services	Reduced	4,754	-48	$318,850	+3.2%	0.37%
MU	Micron Technology Inc Technology	NEW	936	NEW	$316,218	NEW	0.37%
NOC	Northrop Grumman Corp /De/ Industrials	NEW	463	NEW	$315,877	NEW	0.37%
HD	Home Depot, Inc. Consumer Cyclical	Added	947	+292	$311,458	+38.2%	0.36%
KO	Coca Cola Co Consumer Defensive	Added	4,023	+606	$305,949	+28.1%	0.35%
AZN	Astrazeneca PLC Healthcare	NEW	1,494	NEW	$294,646	NEW	0.34%
MRK	Merck & Co., Inc. Healthcare	NEW	2,443	NEW	$293,868	NEW	0.34%
CAT	Caterpillar Inc Industrials	Added	405	+52	$286,926	+41.9%	0.33%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	1,434	-52	$284,276	−16.0%	0.33%

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.