StockDriftsStockDriftsTop 50 Legacy Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 23% | 527.8K | $53.1M | +12.97%(+60.59K) | $100.54(-0.01%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 6.86% | 313.4K | $15.9M | -14.76%(-54.29K) | $50.66(-0.36%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.66% | 20.6K | $15.4M | -22.39%(-5.94K) | $670.75(+15.97%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 6.16% | 19 | $14.2M | +0.00%(+0) | $754500.00(+0.99%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.14% | 25.1K | $7.3M | +11.47%(+2.58K) | $263.66(+15.78%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.1% | 35.8K | $7.2M | +26.86%(+7.57K) | $184.41(+22.17%) | 2026-06-30 | |
| BUFC | AB ACTIVE ETFS INC | 2.99% | 162.4K | $6.9M | -0.10%(-168) | $40.98(+5.57%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.89% | 18.0K | $6.7M | -0.60%(-109) | $331.60(+15.89%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.2% | 21.4K | $5.1M | +32.05%(+5.19K) | $223.71(+18.52%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.19% | 14.2K | $5.1M | +37.01%(+3.83K) | $291.08(+18.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +3.88% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.96% |
Legacy Wealth Advisors LLC reports $231.04M in US-listed equity holdings across 148 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (23.0%), JPST (6.9%) and SPY (6.7%). The top 20 holdings account for 71.84% of reported assets. Its disclosed equity book has returned +3.88% cumulatively over 2 quarters. 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.
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Holdings on this page are parsed from Legacy Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111463). View Legacy Wealth Advisors LLC’s 13F filings on SEC