Legacy Advisors, LLC Portfolio Holdings

Legacy Advisors, LLC

  • $683 Million
  • Q3 2025

Legacy Advisors, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $683 Million distributed in 252 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastec Inc with a value of $81M, Vertex, Inc. with a value of $33.3M, Ishares Tr Russell 1000 ETF with a value of $32.7M, Apple Inc. with a value of $29.9M, and Ishares Core S&P Sm Cap ETF with a value of $26.7M.

Examining the 13F form we can see an decrease of $5.65B in the current position value, from $6.33B to 683M.

Below you can find more details about Legacy Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $683 Million
ETFs: $276 Million
Technology: $127 Million
Industrials: $93 Million
Communication Services: $59.4 Million
Financial Services: $43.1 Million
Consumer Cyclical: $35.7 Million
Healthcare: $23.1 Million
Energy: $11.2 Million
Other: $14.1 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15B
$81 Million 11.85% of portfolio
380,708
Q3 2025 Added 247.06%
$55.8B
$11.9 Million 1.75% of portfolio
86,239
Q3 2025 New
$11.9B
$9.99 Million 1.46% of portfolio
193,998
Q3 2025 Added 1,755.02%
$181B
$9.76 Million 1.43% of portfolio
99,573
Q3 2025 Added 877.36%
$103B
$4.34 Million 0.64% of portfolio
1,859
Q3 2025 New
$70.2B
$3.64 Million 0.53% of portfolio
116,454
Q3 2025 New
$74.3B
$2.42 Million 0.35% of portfolio
38,274
Q3 2025 New
$25.4B
$2.02 Million 0.3% of portfolio
7,893
Q3 2025 New
$139B
$1.84 Million 0.27% of portfolio
5,569
Q3 2025 New
$193B
$1.81 Million 0.27% of portfolio
15,851
Q3 2025 New
$74.3B
$1.79 Million 0.26% of portfolio
8,908
Q3 2025 New
$52.5B
$1.75 Million 0.26% of portfolio
101,747
Q3 2025 New
$123B
$1.81 Million 0.26% of portfolio
2,594
Q3 2025 New
$136B
$1.73 Million 0.25% of portfolio
4,057
Q3 2025 New
$23.4B
$1.7 Million 0.25% of portfolio
211
Q3 2025 New
$49.1B
$1.57 Million 0.23% of portfolio
1,309
Q3 2025 New
$65.7B
$1.46 Million 0.21% of portfolio
4,850
Q3 2025 New
$193B
$1.37 Million 0.2% of portfolio
3,061
Q3 2025 New
$169B
$1.4 Million 0.2% of portfolio
1,521
Q3 2025 New
$183B
$1.2 Million 0.18% of portfolio
4,248
Q3 2025 New
$75.4B
$1.08 Million 0.16% of portfolio
8,207
Q3 2025 New
$120B
$1.07 Million 0.16% of portfolio
34,132
Q3 2025 New
$98.1B
$1.06 Million 0.16% of portfolio
6,214
Q3 2025 New
$79.5B
$1.05 Million 0.15% of portfolio
8,403
Q3 2025 New
$46.8B
$1.06 Million 0.15% of portfolio
1,108
Q3 2025 New
$59.5B
$929,000 0.14% of portfolio
20,323
Q3 2025 New
$11.6B
$856,000 0.13% of portfolio
23,472
Q3 2025 New
$34.2B
$856,000 0.13% of portfolio
9,439
Q3 2025 New
$27.1B
$833,000 0.12% of portfolio
1,525
Q3 2025 New
$59.7B
$724,000 0.11% of portfolio
1,468
Q3 2025 New
$114B
$764,000 0.11% of portfolio
3,543
Q3 2025 New
$89.7B
$776,000 0.11% of portfolio
3,851
Q3 2025 New
$42.8B
$779,000 0.11% of portfolio
2,600
Q3 2025 New
$10.6B
$768,000 0.11% of portfolio
13,289
Q3 2025 New
$45.5B
$760,000 0.11% of portfolio
4,401
Q3 2025 New
$71.5B
$686,000 0.1% of portfolio
876
Q3 2025 New
$97.3B
$682,000 0.1% of portfolio
8,072
Q3 2025 New
$27.9B
$703,000 0.1% of portfolio
368
Q3 2025 New
$197B
$703,000 0.1% of portfolio
3,437
Q3 2025 New
$141B
$682,000 0.1% of portfolio
26,773
Q3 2025 New
$132B
$590,000 0.09% of portfolio
2,807
Q3 2025 New
$12.6B
$634,000 0.09% of portfolio
3,305
Q3 2025 New
$53.4B
$580,000 0.08% of portfolio
7,460
Q3 2025 New
$82.8B
$556,000 0.08% of portfolio
1,931
Q3 2025 New
$144B
$543,000 0.08% of portfolio
1,189
Q3 2025 New
$22.7B
$549,000 0.08% of portfolio
31,800
Q3 2025 New
$140B
$526,000 0.08% of portfolio
1,406
Q3 2025 New
$54.5B
$562,000 0.08% of portfolio
3,007
Q3 2025 New
$86.4B
$546,000 0.08% of portfolio
1,556
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 252
  • Current Value $683 Million
  • Prior Value $6.33 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 232 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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