Legacy Wealth Advisors, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationmiami, FL
- CIK0002111463
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
86 | $151.48M | JPST, SGOV, BRK.A, SPY | 13F-HR | Feb 17, 2026 | 000211146326000001 |