1y return+11.9%S&P 500 +20.9%
3y return+47.0%S&P 500 +68.5%
5y return+48.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2016: $233 against $334 in the S&P 500.2
Legacy Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QLTYGmo Etf Trust | $143.1M | 13.4% | −2.8% |
| VOOVanguard Index Fds | $75.5M | 7.1% | +118.3% |
| IJRIshares Tr | $52.1M | 4.9% | +15.6% |
| MTZMastec Inc | $51.7M | 4.8% | +32.2% |
| AAPLApple Inc | $43.3M | 4.0% | +22.8% |
| IWBIshares Tr | $36.6M | 3.4% | |
| SPYState Str Spdr S&p 500 Etf T | $31.6M | 2.9% | +5.9% |
| IVVIshares Tr | $29.2M | 2.7% | −31.2% |
| GQGUAdvisors Inner Circle Fd III | $24.3M | 2.3% | |
| GOOGLAlphabet Inc | $23.7M | 2.2% | +16.6% |
| IWRIshares Tr | $22.9M | 2.1% | −2.2% |
| XLKSelect Sector Spdr Tr | $19.6M | 1.8% | |
| METAMeta Platforms Inc | $19.0M | 1.8% | +15.5% |
| AMZNAmazon Com Inc | $17.6M | 1.6% | +19.4% |
| VERXVertex Inc | $15.4M | 1.4% | |
| VTIVanguard Index Fds | $15.2M | 1.4% | |
| NVDANvidia Corporation | $14.9M | 1.4% | +30.6% |
| MSFTMicrosoft Corp | $14.0M | 1.3% | +15.7% |
| QQQInvesco Qqq Tr | $12.5M | 1.2% | |
| BRK/BBerkshire Hathaway Inc Del | $12.1M | 1.1% | +3.5% |
| VXUSVanguard Star Fds | $11.8M | 1.1% | +19.4% |
| MDYState Str Spdr S&p Midcap 40 | $11.2M | 1.0% | |
| Dimensional Etf TrustCUSIP 25434V708 | $10.6M | 1.0% | |
| OEFIshares Tr | $10.0M | 0.9% | |
| GOOGAlphabet Inc | $9.6M | 0.9% | +1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MTZMastec Inc | March 31, 2022 | +377.7% | $51.7M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $19.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $43.3M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $19.0M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $75.5M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $31.6M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $29.2M |
| IWBIshares Tr | June 30, 2020 | +138.5% | $36.6M |
| UBERUber Technologies Inc | June 30, 2020 | +132.2% | $7.9M |
| FULTFulton Finl Corp Pa | June 30, 2020 | +129.7% | $6.8M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $3.1M
- Honeywell Intl IncCUSIP 438516106 was $700K
- STZConstellation Brands Inc was $329K
- CPRTCopart Inc was $265K
- AEMAgnico Eagle Mines Ltd was $260K
- Genpact LimitedCUSIP G3922B107 was $252K
- AKREProfesionally Managed Portfo was $250K
- Flushing Finl CorpCUSIP 343873105 was $246K
- VNQVanguard Index Fds was $235K
- HUBSHubspot Inc was $228K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.2% | +14.8% |
| March 31, 2026 | −2.8% | −4.6% |
| December 31, 2025 | +0.2% | +2.4% |
| September 30, 2025 | +9.2% | +7.8% |
| June 30, 2025 | +12.5% | +10.5% |
| March 31, 2025 | −6.9% | −4.6% |
| December 31, 2024 | +5.3% | +2.1% |
| September 30, 2024 | +7.4% | +5.4% |
| June 30, 2024 | +4.4% | +4.0% |
| March 31, 2024 | +10.7% | +10.0% |
| December 31, 2023 | +10.5% | +11.2% |
| September 30, 2023 | −13.2% | −3.6% |
| June 30, 2023 | +10.8% | +8.3% |
| March 31, 2023 | +7.6% | +7.0% |
| December 31, 2022 | +13.6% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −16.4% | −16.5% |
| March 31, 2022 | −8.6% | −4.9% |
| December 31, 2021 | +6.6% | +10.7% |
| September 30, 2021 | −2.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Legacy Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1720969&type=13F-HR&dateb=&owner=include&count=40CIK 1720969
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1720969/000172096926000004/Filed July 24, 2026 · accession 0001720969-26-000004