Legacy Advisors, LLC — 13F Holdings & Portfolio
CIK 1720969 · latest 13F-HR filed 2026-07-24
Legacy Advisors, LLC manages $1.07B in 13F-reported U.S. long-equity assets across 337 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are QLTY (13.36%), VOO (7.05%), IJR (4.87%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 71 new positions and exited 13; 181 existing positions rose in reported value and 41 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-07-24
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 47.7%Cumulative share of the portfolio held in the largest N positions.
PLYMOUTH MEETING, PA 19462
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| LEGACY ADVISORS HOLDINGS, LLC Control | MEMBER | 75% or more | Domestic Entity |
| PANVINI, VINCENT, ALBERT Control | MANAGING BOARD MEMBER | Less than 5% | Individual |
| PIOTROWICZ, MICHAEL, THEODORE Control | MANAGING BOARD MEMBER | Less than 5% | Individual |
| PIOTROWICZ, THEODORE, PETER Control | MANAGING BOARD MEMBER | Less than 5% | Individual |
| Piotrowicz, Pam Control | TRUSTEE | General partner | Individual |
| IRREV DEED OF TRUST OF PAMELA PIOTROWICZ 10-1-21 | MEMBER | 25–50% | Domestic Entity |
| SGRO, MATTHEW, JOSEPH | CHIEF COMPLIANCE OFFICER/DIRECTOR OF FINANCE | Less than 5% | Individual |
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$45.4M +151.0%
- MASTEC INC$21.4M +70.9%
- GMO ETF TRUST$15.2M +11.8%
- ISHARES TR$14.3M +38.0%
- APPLE INC$12.4M +40.0%
Top Trims
- ISHARES TR-$7.8M -21.2%
- ADVISORS INNER CIRCLE FD III-$1.4M -5.6%
- BENTLEY SYS INC-$1.0M -14.8%
- SPDR GOLD TR-$604.7K -18.0%
- HCA HEALTHCARE INC-$359.2K -18.3%
New Positions
- ISHARES TR$2.2M
- COHERENT CORP$1.6M
- INTEL CORP$1.3M
- ALPS ETF TR$1.2M
- VANGUARD SCOTTSDALE FDS$1.0M
Exited Positions
- EXXON MOBIL CORP$3.1M
- HONEYWELL INTL INC$700.2K
- CONSTELLATION BRANDS INC$329.3K
- COPART INC$265.3K
- AGNICO EAGLE MINES LTD$260.2K
Legacy Advisors, LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | GMO ETF TRUST | QLTY | 90139K100 | $143.1M | 13.36% | 3,431,467 | SH |
| 2 | VANGUARD INDEX FDS | VOO | 922908363 | $75.5M | 7.05% | 109,960 | SH |
| 3 | ISHARES TR | IJR | 464287804 | $52.1M | 4.87% | 351,532 | SH |
| 4 | MASTEC INC | MTZ | 576323109 | $51.7M | 4.83% | 124,181 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $43.3M | 4.05% | 149,777 | SH |
| 6 | ISHARES TR | IWB | 464287622 | $36.6M | 3.41% | 89,260 | SH |
| 7 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $31.6M | 2.95% | 42,276 | SH |
| 8 | ISHARES TR | IVV | 464287200 | $29.2M | 2.73% | 39,008 | SH |
| 9 | ADVISORS INNER CIRCLE FD III | GQGU | 00775Y256 | $24.3M | 2.27% | 958,503 | SH |
| 10 | ALPHABET INC | GOOGL | 02079K305 | $23.7M | 2.21% | 66,230 | SH |
| 11 | ISHARES TR | IWR | 464287499 | $22.9M | 2.14% | 207,332 | SH |
| 12 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $19.6M | 1.83% | 102,692 | SH |
| 13 | META PLATFORMS INC | META | 30303M102 | $19.0M | 1.77% | 33,678 | SH |
| 14 | AMAZON COM INC | AMZN | 023135106 | $17.6M | 1.64% | 73,840 | SH |
| 15 | VERTEX INC | VERX | 92538J106 | $15.4M | 1.44% | 1,343,838 | SH |
| 16 | VANGUARD INDEX FDS | VTI | 922908769 | $15.2M | 1.42% | 41,079 | SH |
| 17 | NVIDIA CORPORATION | NVDA | 67066G104 | $14.9M | 1.39% | 74,563 | SH |
| 18 | MICROSOFT CORP | MSFT | 594918104 | $14.0M | 1.31% | 37,656 | SH |
| 19 | INVESCO QQQ TR | QQQ | 46090E103 | $12.5M | 1.17% | 16,947 | SH |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $12.1M | 1.13% | 24,109 | SH |
| 21 | VANGUARD STAR FDS | VXUS | 921909768 | $11.8M | 1.10% | 137,571 | SH |
| 22 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $11.2M | 1.05% | 15,938 | SH |
| 23 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $10.6M | 0.99% | 238,363 | SH |
| 24 | ISHARES TR | OEF | 464287101 | $10.0M | 0.94% | 27,418 | SH |
| 25 | ALPHABET INC | GOOG | 02079K107 | $9.6M | 0.90% | 29,726 | SH |
| 26 | JOHNSON & JOHNSON | JNJ | 478160104 | $9.4M | 0.88% | 36,926 | SH |
| 27 | AMENTUM HOLDINGS INC | AMTM | 023939101 | $9.1M | 0.85% | 9,065,677 | SH |
| 28 | VANGUARD WHITEHALL FDS | VYMI | 921946794 | $8.5M | 0.80% | 86,778 | SH |
| 29 | ISHARES TR | IWF | 464287614 | $8.0M | 0.74% | 64,044 | SH |
| 30 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $7.9M | 0.73% | 108,924 | SH |
| 31 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $7.4M | 0.69% | 234,403 | SH |
| 32 | MICRON TECHNOLOGY INC | MU | 595112103 | $7.1M | 0.67% | 6,182 | SH |
| 33 | FULTON FINL CORP PA | FULT | 360271100 | $6.8M | 0.64% | 281,104 | SH |
| 34 | TESLA INC | TSLA | 88160R101 | $6.2M | 0.58% | 14,800 | SH |
| 35 | JPMORGAN CHASE & CO | JPM | 46625H100 | $6.2M | 0.57% | 18,800 | SH |
| 36 | BENTLEY SYS INC | BSY | 08265T208 | $5.8M | 0.54% | 194,576 | SH |
| 37 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $5.5M | 0.51% | 34,875 | SH |
| 38 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $4.7M | 0.44% | 9,899 | SH |
| 39 | ROBLOX CORP | RBLX | 771049103 | $4.7M | 0.43% | 85,634 | SH |
| 40 | ENTERPRISE PRODS PARTNERS L | EPD | 293792107 | $4.4M | 0.41% | 119,033 | SH |
| 41 | ABBVIE INC | ABBV | 00287Y109 | $4.2M | 0.39% | 16,549 | SH |
| 42 | VANGUARD INDEX FDS | VO | 922908629 | $4.0M | 0.37% | 49,135 | SH |
| 43 | BROADCOM INC | AVGO | 11135F101 | $3.9M | 0.36% | 10,299 | SH |
| 44 | MCDONALDS CORP | MCD | 580135101 | $3.9M | 0.36% | 14,357 | SH |
| 45 | VANGUARD INDEX FDS | VUG | 922908736 | $3.5M | 0.33% | 40,920 | SH |
| 46 | SPDR SERIES TRUST | SDY | 78464A763 | $3.4M | 0.31% | 22,134 | SH |
| 47 | AMPHENOL CORP | APH | 032095101 | $3.4M | 0.31% | 19,024 | SH |
| 48 | MERCADOLIBRE INC | MELI | 58733R102 | $3.2M | 0.30% | 1,882 | SH |
| 49 | VANGUARD INDEX FDS | VB | 922908751 | $3.0M | 0.28% | 9,884 | SH |
| 50 | APPLIED MATLS INC | AMAT | 038222105 | $2.9M | 0.27% | 3,980 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-24 | $1.07B | 337 | 0001720969-26-000004 |
| 2026-03-31 | 2026-05-05 | $848.2M | 279 | 0001720969-26-000003 |
| 2025-12-31 | 2026-01-27 | $931.0M | 288 | 0001720969-26-000001 |
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PLYMOUTH MEETING, PA 19462