Legacy Advisors, LLC
Q4 2025 13F Holdings
- Locationplymouth meeting, PA
- Num holdings
288
- Value ($000)
$930,990
- Date Filed01/27/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GMO ETF TRUST | GMO US QUALITY E | 90139K100 | $134.37M | 14 % | 3,493,784 | ||
MASTEC INC | COM | 576323109 | $82.75M | 9 % | 380,708 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $40.75M | 4 % | 59,494 | ||
APPLE INC | COM | 037833100 | $34.42M | 4 % | 126,601 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | $33.35M | 4 % | 89,307 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $32.48M | 4 % | 270,302 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $27.19M | 3 % | 39,879 | ||
VERTEX INC | CL A | 92538J106 | $26.84M | 3 % | 1,343,839 | ||
ADVISORS INNER CIRCLE FD III | GQG US EQUITY ET | 00775Y256 | $20.71M | 2 % | 835,454 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | $20.3M | 2 % | 210,902 |
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