StockDriftsStockDriftsTop 50 Legacy Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QLTY | GMO ETF TRUST | 13.36% | 3.43M | $143.1M | -2.78%(-98.27K) | $35.39(+22.22%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 7.05% | 110.0K | $75.5M | +118.35%(+59.60K) | $593.21(+20.14%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.87% | 351.5K | $52.1M | +15.63%(+47.53K) | $117.31(+27.83%) | 2026-06-30 | |
| MTZ | MASTEC INC | 4.83% | 124.2K | $51.7M | +32.17%(+30.23K) | $211.18(+43.23%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.05% | 149.8K | $43.3M | +22.77%(+27.78K) | $229.05(+33.32%) | 2026-06-30 | |
| IWB | ISHARES TR | 3.41% | 89.3K | $36.6M | -0.01%(-7) | $313.42(+35.53%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.95% | 42.3K | $31.6M | +5.89%(+2.35K) | $489.54(+58.38%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.73% | 39.0K | $29.2M | -31.23%(-17.71K) | $540.54(+44.10%) | 2026-06-30 | |
| GQGU | ADVISORS INNER CIRCLE FD III | 2.27% | 958.5K | $24.3M | +0.04%(+409) | $25.06(+6.96%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.21% | 66.2K | $23.7M | +16.65%(+9.45K) | $156.56(+120.18%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.08% | +52.39% | +10.01% | +61.15% |
| Top 20 Holdings Unweighted | +16.16% | +56.75% | +6.66% | +38.02% |
Legacy Advisors, LLC reports $1.07B in US-listed equity holdings across 337 positions in its most recent 13F filing. Its largest disclosed positions are QLTY (13.4%), VOO (7.0%) and IJR (4.9%). The top 20 holdings account for 62.97% of reported assets. Its disclosed equity book has returned +52.39% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Legacy Advisors, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Legacy Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1720969). View Legacy Advisors, LLC’s 13F filings on SEC