Legacy Wealth Advisors, LLC
Q4 2025 13F Holdings
- Locationmiami, FL
- Num holdings
86
- Value ($000)
$151,477
- Date Filed02/17/2026
- Form type13F-HR
- CIK0002111463
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $21.56M | 14 % | 426,150 | ||
ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $20.31M | 13 % | 202,329 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $14.34M | 10 % | 19 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $10.55M | 7 % | 15,474 | ||
AB ACTIVE ETFS INC | CONSERVATIVE | 00039J806 | $6.73M | 4 % | 162,764 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $5.89M | 4 % | 17,554 | ||
APPLE INC | COM | 037833100 | $4.9M | 3 % | 18,038 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R663 | $4.3M | 3 % | 47,010 | ||
AB ACTIVE ETFS INC | ULTRA SHORT INCM | 00039J103 | $3.86M | 3 % | 76,523 | ||
NVIDIA CORPORATION | COM | 67066G104 | $3.84M | 3 % | 20,566 |
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