Legacy Advisors, LLC Portfolio Holdings

Legacy Advisors, LLC

  • $6.33 Billion
  • Q2 2025

Legacy Advisors, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.33 Billion distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: 2023 ETF Series Trust Ii with a value of $2.6B, Vertex, Inc. with a value of $1.34B, Mastec Inc with a value of $644M, Fulton Financial Corp with a value of $281M, and Dimensional ETF Tr U S Core Eq with a value of $238M.

Examining the 13F form we can see an increase of $5.42B in the current position value, from $911M to 6.33B.

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

Portfolio value $6.33 Billion
Technology: $1.79 Billion
ETFs: $927 Million
Industrials: $644 Million
Financial Services: $281 Million
Consumer Cyclical: $57 Million
Communication Services: $28 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$118 Million 1.87% of portfolio
24,312
Q2 2025 Reduced 87.1%
$2.26T
$57 Million 0.9% of portfolio
12,511
Q2 2025 Reduced 85.66%
$1.78T
$28 Million 0.44% of portfolio
20,693
Q2 2025 Reduced 42.06%
$3.95T
$24.7 Million 0.39% of portfolio
12,310
Q2 2025 Reduced 80.68%

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $6.33 Billion
  • Prior Value $911 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
Track This Portfolio

Track Legacy Advisors, LLC Portfolio

Follow Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email