Legacy Wealth Advisors, LLC

CIK

2111463

Location

NORTH MIAMI BEACH, FL

Portfolio Value

Micro $252,837

Diversification

Diversified

Filing Date

Global Rank

#6,302 / 8,588 ▲ 493

Top Industry

Semiconductors 13.4%

3Y Alpha vs SPY

+10.8%

Period ended 3 months ago

Filed May 6, 2026 · 42d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio

+13.9%

SPY

+10.4%

Annualised alpha

+13.1%

Max drawdown

−5.4%

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

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

Top Position

23.8%

+5.3 pts

Top 5

48.4%

+1.4 pts

Top 10

62.9%

−4.5 pts

HHI

798

Diversified+127

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.0%	$20,278,633	15
Unclassified	24.5%	$17,744,935	2
Financial Services	11.6%	$8,380,985	15
Consumer Cyclical	9.4%	$6,808,043	6
Communication Services	7.3%	$5,275,729	3
Energy	6.0%	$4,354,014	9
Healthcare	5.6%	$4,040,480	12
Industrials	4.1%	$2,957,263	10
Consumer Defensive	2.7%	$1,967,237	6
Real Estate	0.5%	$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
GOOGL	Alphabet Inc.	+1,867	10,344	$2,974,520
XOM	Exxon Mobil Corp	+1,726	4,362	$740,056
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
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
HON	Honeywell International Inc	1,258	$284,345
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
SPGI	S&P Global Inc.	542	$230,534
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
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

1 positions · $252,837 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
LIN	Linde PLC Basic Materials	NEW	510	NEW	$252,837	NEW	100.00%