Legacy Wealth Advisors
Legacy Wealth Advisors reported 148 stocks worth $231M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SGOV (23.0%), JPST (6.9%) and SPY (6.7%). Compared with Q1 2026, the fund opened new positions in SPCX, AMD and INTC, added to SGOV, AAPL and NVDA, trimmed JPST, SPY and BUFC and sold out of NFLX, NKE and BKSY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SGOV Ishares TR | $53.1M | 23.0% | 528K | +61K (+13%) | 3 of 3 | |
| 2 |  JPST J P Morgan Exchange Traded F | $15.9M | 6.9% | 313K | −54K (−15%) | 3 of 3 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $15.4M | 6.7% | 21K | −5,944 (−22%) | 3 of 3 | |
| 4 |  BRK.A Berkshire Hathaway Inc Dclass A | $14.2M | 6.2% | 19 | No change | 3 of 3 | |
| 5 |  AAPL Apple Inc | $7.3M | 3.1% | 25K | +2,579 (+11%) | 3 of 3 | |
| 6 |  NVDA Nvidia Corporation | $7.2M | 3.1% | 36K | +7,573 (+27%) | 3 of 3 | |
| 7 |  BUFC AB Active Etfs Inc | $6.9M | 3.0% | 162K | −168 (−0%) | 3 of 3 | |
| 8 |  VTI Vanguard Total Stock Market ETF | $6.7M | 2.9% | 18K | −109 (−1%) | 3 of 3 | |
| 9 |  AMZN Amazon Com Inc | $5.1M | 2.2% | 21K | +5,187 (+32%) | 3 of 3 | |
| 10 |  GOOGL Alphabet Inc | $5.1M | 2.2% | 14K | +3,828 (+37%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 NFLX Netflix Inc | $335K | 3,488 |
 NKE Nike Inc | $324K | 6,125 |
HONEYWELL INTL INC | $284K | 1,258 |
 BKSY Blacksky Technology Inc | $252K | 10K |
 ISRG Intuitive Surgical Inc | $244K | 529 |
🔒 Free account: see all 7.
Reported value
last 3 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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Legacy Wealth Advisors 13F FAQ
What does Legacy Wealth Advisors own?
Legacy Wealth Advisors reported 148 stocks worth $231M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SGOV (23.0%), JPST (6.9%) and SPY (6.7%). The table above lists every position in the filing (the top 10 without an account).
What did Legacy Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 46 new positions, 66 added to, 20 trimmed and 7 sold out. New positions include SPCX, AMD and INTC. It sold all of NFLX, NKE and BKSY.
When will Legacy Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Legacy Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $231M 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.