Legacy Advisors, LLC
•CIK: 1720969•Filing: Q4 2025
**Legacy Advisors, LLC** manages $931M across a diversified portfolio of 288 positions. The firm exhibits significant conviction in quality and broad market exposure, evidenced by top holdings including QLTY at $134.4M and MTZ at $82.8M. Notable allocations also include substantial weights in index products such as IVV ($40.7M) and SPY ($27.2M). This positioning suggests a strategy emphasizing established quality names alongside core market beta exposure.
Total AUM
$931.0M
QoQ Performance
+15.0%
Positions
228
Top 10 Concentration
49.8%
Latest Filing
Q4 2025
Top Holdings Allocation
QLTY
MTZ
QLTY14.4%
MTZ8.9%
IVV4.4%
AAPL3.7%
IWB3.6%
IJR3.5%
SPY2.9%
VERX2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.1%
Technology12.7%
ETF9.1%
Consumer4.1%
Financial2.9%
Healthcare2.3%
Communication0.6%
Industrial0.6%
🚪 Exited Positionssold since Q3 2025
+55 more exited positions
Changes from Q3 2025
NEW10 new positions
↑137 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023