Legacy Wealth Advisors, LLC
Top Portfolio Positions
80 positions ·
$72,412,283 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
26,549 | $17,265,876 | 23.84% | |
| AAPL |
Apple Inc.
Technology
|
22,483 | $5,705,960 | 7.88% | |
| NVDA |
Nvidia Corp
Technology
|
28,199 | $4,917,905 | 6.79% | |
| MSFT |
Microsoft Corp
Technology
|
10,192 | $3,772,772 | 5.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,184 | $3,370,641 | 4.65% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
10,344 | $2,974,520 | 4.11% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,558 | $2,066,186 | 2.85% | |
| META |
Meta Platforms, Inc.
Communication Services
|
3,436 | $1,965,838 | 2.71% | |
| BXSL |
Blackstone Secured Lending Fund
Financial Services
|
78,207 | $1,852,723 | 2.56% | |
| SOC |
Sable Offshore Corp.
Energy
|
100,000 | $1,652,000 | 2.28% |
Portfolio Trend
2 quarters · across all stocks
Holdings in KBDC
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $810,701 | 59,089 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $846,154 | 59,089 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||