Legacy Advisors
Legacy Advisors reported 318 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are QLTY (13.8%), VOO (9.5%) and IJR (5.1%). Compared with Q2 2026, the fund opened new positions in INFO, XOM and QNBC, added to VOO, IJR and SPY, trimmed QLTY, AAPL and META and sold out of AMTM, IEF and NSC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QLTY Gmo ETF Trust | $145M | 13.8% | 3.4M | −46K (−1%) | 6 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $100M | 9.5% | 143K | +33K (+30%) | 8 of 8 | |
| 3 |  IJR Ishares TR | $53.3M | 5.1% | 391K | +40K (+11%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $48.4M | 4.6% | 145K | −4,316 (−3%) | 8 of 8 | |
| 5 |  IWB Ishares TR | $37.1M | 3.5% | 89K | No change | 8 of 8 | |
| 6 |  SPY Spdr S&P 500 ETF TR | $36.6M | 3.5% | 48K | +5,737 (+14%) | 8 of 8 | |
| 7 |  IVV Ishares TR | $35.5M | 3.4% | 46K | +7,281 (+19%) | 8 of 8 | |
| 8 |  MTZ Mastec Inc | $31.5M | 3.0% | 147K | +23K (+19%) | 8 of 8 | |
| 9 |  GQGU Advisors Inner Circle FD III | $26.5M | 2.5% | 1M | +45K (+5%) | 5 of 8 | |
| 10 |  META Meta Platforms Inc | $23.5M | 2.2% | 32K | −1,231 (−4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AMTM Amentum Holdings Inc | $9.1M | 9.1M |
 IEF Ishares TR | $2.2M | 24K |
 NSC Norfolk Southn Corp | $1.6M | 4,984 |
 EMR Emerson Electric | $1.3M | 9,045 |
 VCIT Vanguard Scottsdale Fds | $1M | 12K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Legacy Advisors 13F FAQ
What does Legacy Advisors own?
Legacy Advisors reported 318 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are QLTY (13.8%), VOO (9.5%) and IJR (5.1%). The table above lists every position in the filing (the top 10 without an account).
What did Legacy Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 27 new positions, 83 added to, 142 trimmed and 46 sold out. New positions include INFO, XOM and QNBC. It sold all of AMTM, IEF and NSC.
When will Legacy Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Legacy Advisors's portfolio worth?
The Q3 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.