Legacy Wealth Advisors, LLC
•CIK: 2111463•Filing: Q4 2025
**Legacy Wealth Advisors, LLC** manages $151M across a diversified portfolio of 86 positions. The strategy exhibits a notable allocation to fixed income and established blue-chip names, highlighted by the top holdings in JPST ($21.6M) and SGOV ($20.3M). Further concentration is evident in BRK/A ($14.3M) and SPY ($10.6M), suggesting a core focus on stability and broad market exposure. The portfolio maintains significant exposure to technology and market indices, including AAPL ($4.9M) and VTI ($5.9M).
Total AUM
$151.5M
QoQ Performance
N/A
Positions
72
Top 10 Concentration
63.6%
Latest Filing
Q4 2025
Top Holdings Allocation
JPST
SGOV
BRK/A
SPY
JPST14.2%
SGOV13.4%
BRK/A9.5%
SPY7.0%
BUFC4.4%
VTI3.9%
AAPL3.2%
BIL2.8%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other59.2%
Technology14.0%
Financial12.0%
ETF8.9%
Consumer3.3%
Healthcare1.4%
Industrial0.5%
Communication0.3%