StockDriftsStockDriftsTop 50 Legacy Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QLTY | GMO ETF TRUST | 13.82% | 3.39M | $145.1M | -1.33%(-45.74K) | $35.39(+24.31%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 9.54% | 142.9K | $100.2M | +29.97%(+32.96K) | $616.41(+14.31%) | 2026-09-30 | |
| IJR | ISHARES TR | 5.07% | 391.4K | $53.3M | +11.35%(+39.90K) | $119.84(+13.33%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.61% | 145.5K | $48.4M | -2.88%(-4.32K) | $229.05(+49.72%) | 2026-09-30 | |
| IWB | ISHARES TR | 3.54% | 89.3K | $37.1M | +0.00%(+0) | $313.42(+33.46%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.49% | 48.0K | $36.6M | +13.57%(+5.74K) | $521.23(+47.05%) | 2026-09-30 | |
| IVV | ISHARES TR | 3.38% | 46.3K | $35.5M | +18.67%(+7.28K) | $574.65(+34.00%) | 2026-09-30 | |
| MTZ | MASTEC INC | 3% | 147.4K | $31.5M | +18.68%(+23.19K) | $227.49(-16.08%) | 2026-09-30 | |
| GQGU | ADVISORS INNER CIRCLE FD III | 2.53% | 1.00M | $26.5M | +4.72%(+45.22K) | $25.09(+1.18%) | 2026-09-30 | |
| META | META PLATFORMS INC | 2.24% | 32.4K | $23.5M | -3.66%(-1.23K) | $437.81(+61.13%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.63% | +88.98% | +10.58% | +65.36% |
| Top 20 Holdings Unweighted | +19.07% | +68.82% | +8.00% | +46.93% |
Legacy Advisors LLC reports $1.05B in US-listed equity holdings across 318 positions in its most recent 13F filing. Its largest disclosed positions are QLTY (13.8%), VOO (9.5%) and IJR (5.1%). The top 20 holdings account for 66.66% of reported assets. Its disclosed equity book has returned +88.98% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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