Legacy Wealth Advisors, LLC

CIK

2111463

Location

NORTH MIAMI BEACH, FL

Portfolio Value

Micro $71,358,272

Diversification

Diversified

Filing Date

Global Rank

#6,313 / 8,603 ▲ 486 · as of Mar 2026

Top Industry

Semiconductors 13.7%

3Y Alpha vs SPY

+9.1%

Period ended 3 months ago

Filed May 6, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+13.4%

SPY

+10.0%

Annualised alpha

+10.1%

Max drawdown

−6.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

24.2%

+5.5 pts

Top 5

49.1%

+1.6 pts

Top 10

63.8%

−4.2 pts

HHI

820

Diversified+136

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.0%	$19,963,243	15
Unclassified	24.9%	$17,744,935	2
Financial Services	11.7%	$8,368,553	15
Consumer Cyclical	9.5%	$6,808,043	6
Communication Services	7.4%	$5,275,729	3
Healthcare	5.7%	$4,040,480	12
Energy	5.1%	$3,613,958	8
Industrials	4.2%	$2,971,130	10
Consumer Defensive	2.8%	$1,967,237	6
Real Estate	0.5%	$352,127	1
Basic Materials	0.4%	$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
GOOGL	Alphabet Inc.	+1,867	10,344	$2,974,520
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	2,870	$1,375,304
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
WFC	Wells Fargo & Company/Mn	+241	4,352	$346,462
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
HON	Honeywell International Inc	1,258	$298,212
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
SPGI	S&P Global Inc.	542	$218,102
SUN	Sunoco LP	3,284	$213,361
CRM	Salesforce, Inc.	1,138	$212,430
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

79 positions · $71,358,272 total · 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 79 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%	24.20%
AAPL	Apple Inc. Technology	Added	22,483	+4,445	$5,705,960	+16.4%	8.00%
NVDA	Nvidia Corp Technology	Added	28,199	+7,633	$4,917,905	+28.2%	6.89%
MSFT	Microsoft Corp Technology	Added	10,192	+2,276	$3,772,772	−1.5%	5.29%
AMZN	Amazon Com Inc Consumer Cyclical	Added	16,184	+535	$3,370,641	−6.7%	4.72%
GOOGL	Alphabet Inc. Communication Services	Added	10,344	+1,867	$2,974,520	+12.1%	4.17%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,558	+3,961	$2,066,186	+187.7%	2.90%
META	Meta Platforms, Inc. Communication Services	Added	3,436	+938	$1,965,838	+19.2%	2.75%
BXSL	Blackstone Secured Lending Fund Financial Services	Reduced	78,207	-20,623	$1,852,723	−28.8%	2.60%
SOC	Sable Offshore Corp. Energy	Reduced	100,000	-262,273	$1,652,000	−49.4%	2.32%
AVGO	Broadcom Inc. Technology	Added	5,188	+1,427	$1,605,737	+23.4%	2.25%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,870	+991	$1,375,304	+45.6%	1.93%
ORCL	Oracle Corp Technology	Reduced	6,985	-260	$1,027,563	−27.2%	1.44%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,823	+506	$830,413	+11.2%	1.16%
V	Visa Inc. Financial Services	Added	2,738	+621	$827,533	+11.5%	1.16%
KBDC	Kayne Anderson BDC, Inc. Financial Services	Held	59,089	0	$810,701	−4.2%	1.14%
LLY	ELI LILLY & Co Healthcare	Added	696	+100	$640,159	−0.1%	0.90%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	1,023	+616	$502,835	+113.2%	0.70%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,478	+240	$499,490	+32.8%	0.70%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	3,122	+1,105	$498,583	+60.9%	0.70%
ASML	Asml Holding NV Technology	Added	369	+106	$487,386	+73.2%	0.68%
WMT	Walmart Inc. Consumer Defensive	Added	3,892	+389	$483,697	+23.9%	0.68%
QQQ	Invesco Qqq Trust, Series 1	Held	830	0	$479,059	−6.0%	0.67%
UNH	Unitedhealth Group Inc Healthcare	Added	1,605	+189	$434,296	−7.1%	0.61%
BAC	Bank Of America Corp /De/ Financial Services	Added	8,732	+4,411	$425,685	+79.1%	0.60%
GE	General Electric Co Industrials	Added	1,487	+637	$421,965	+61.2%	0.59%
CVX	Chevron Corp Energy	Added	1,998	+450	$413,386	+75.2%	0.58%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	403	NEW	$401,561	NEW	0.56%
GEV	GE Vernova Inc. Industrials	Added	456	+65	$398,042	+55.8%	0.56%
JNJ	Johnson & Johnson Healthcare	Reduced	1,622	-180	$396,481	+6.3%	0.56%
PLD	Prologis, Inc. Real Estate	NEW	2,664	NEW	$352,127	NEW	0.49%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,352	+241	$346,462	−9.6%	0.49%
RTX	RTX Corp Industrials	Added	1,786	+382	$344,519	+33.8%	0.48%
PLTR	Palantir Technologies Inc. Technology	NEW	2,308	NEW	$337,614	NEW	0.47%
NFLX	Netflix Inc Communication Services	Added	3,488	+1,018	$335,371	+44.8%	0.47%
SHEL	Shell plc Energy	NEW	3,604	NEW	$335,172	NEW	0.47%
NKE	NIKE, Inc. Consumer Cyclical	NEW	6,125	NEW	$323,522	NEW	0.45%
ABBV	AbbVie Inc. Healthcare	Added	1,486	+516	$323,190	+45.8%	0.45%
AMAT	Applied Materials Inc /De Technology	NEW	939	NEW	$320,940	NEW	0.45%
IBKR	Interactive Brokers Group, Inc. Financial Services	Reduced	4,754	-48	$318,850	+3.2%	0.45%
MU	Micron Technology Inc Technology	NEW	936	NEW	$316,218	NEW	0.44%
NOC	Northrop Grumman Corp /De/ Industrials	NEW	463	NEW	$315,877	NEW	0.44%
HD	Home Depot, Inc. Consumer Cyclical	Added	947	+292	$311,458	+38.2%	0.44%
KO	Coca Cola Co Consumer Defensive	Added	4,023	+606	$305,949	+28.1%	0.43%
HON	Honeywell International Inc Industrials	NEW	1,258	NEW	$298,212	NEW	0.42%
AZN	Astrazeneca PLC Healthcare	NEW	1,494	NEW	$294,646	NEW	0.41%
MRK	Merck & Co., Inc. Healthcare	NEW	2,443	NEW	$293,868	NEW	0.41%
CAT	Caterpillar Inc Industrials	Added	405	+52	$286,926	+41.9%	0.40%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	1,434	-52	$284,276	−16.0%	0.40%
MO	Altria Group, Inc. Consumer Defensive	NEW	4,255	NEW	$280,787	NEW	0.39%