Legacy Advisors, LLC
Q3 2025 13F Holdings
- Locationplymouth meeting, PA
- Num holdings
252
- Value ($000)
$809,866
- Date Filed11/13/2025
- Form type13F-HR
- CIK0001720969
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
2023 ETF SERIES TRUST II | GMO US QUALITY E | 90139K100 | $114.09M | 14 % | 3,145,815 | ||
MASTEC INC | COM | 576323109 | $81.02M | 10 % | 380,708 | ||
VERTEX INC | CL A | 92538J106 | $33.31M | 4 % | 1,343,779 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | $32.74M | 4 % | 89,578 | ||
APPLE INC | COM | 037833100 | $29.86M | 4 % | 117,259 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $26.68M | 3 % | 224,564 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $26.43M | 3 % | 39,675 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $25.71M | 3 % | 38,412 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | $20.94M | 3 % | 216,908 | ||
META PLATFORMS INC | CL A | 30303M102 | $20.44M | 3 % | 27,831 |
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