Legacy Advisors, LLC Portfolio Holdings

Legacy Advisors, LLC

  • $683 Million
  • Q3 2025

Legacy Advisors, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $683 Million distributed in 252 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastec Inc with a value of $81M, Vertex, Inc. with a value of $33.3M, Ishares Tr Russell 1000 ETF with a value of $32.7M, Apple Inc. with a value of $29.9M, and Ishares Core S&P Sm Cap ETF with a value of $26.7M.

Examining the 13F form we can see an decrease of $5.65B in the current position value, from $6.33B to 683M.

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

Portfolio value $683 Million
ETFs: $276 Million
Technology: $127 Million
Industrials: $93 Million
Communication Services: $59.4 Million
Financial Services: $43.1 Million
Consumer Cyclical: $35.7 Million
Healthcare: $23.1 Million
Energy: $11.2 Million
Other: $14.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15B
$81 Million 11.85% of portfolio
380,708
Q3 2025 Added 247.06%
$977M
$33.3 Million 4.87% of portfolio
1,343,779
Q3 2025 Added 2,730.08%
$0
$32.7 Million 4.79% of portfolio
89,578
Q3 2025 Added 194.02%
$4.3T
$29.9 Million 4.37% of portfolio
117,259
Q3 2025 Added 382.31%
$0
$26.7 Million 3.9% of portfolio
224,564
Q3 2025 Added 823.98%
$0
$26.4 Million 3.87% of portfolio
39,675
Q3 2025 Added 61.83%
$0
$25.7 Million 3.76% of portfolio
38,412
Q3 2025 Added 59.85%
$0
$20.9 Million 3.06% of portfolio
216,908
Q3 2025 Added 953.31%
$1.37T
$20.4 Million 2.99% of portfolio
27,831
Q3 2025 Added 34.49%
$0
$14.5 Million 2.12% of portfolio
51,325
Q3 2025 Added 294.96%
$3.78T
$14.5 Million 2.12% of portfolio
27,962
Q3 2025 Added 127.15%
$1.65T
$13.5 Million 1.97% of portfolio
55,470
Q3 2025 New
$2.39T
$12.4 Million 1.82% of portfolio
56,658
Q3 2025 Added 352.87%
$55.8B
$11.9 Million 1.75% of portfolio
86,239
Q3 2025 New
$662B
$11.2 Million 1.63% of portfolio
22,228
Q3 2025 New
$0
$10.6 Million 1.56% of portfolio
17,385
Q3 2025 Added 34.81%
$11.9B
$9.99 Million 1.46% of portfolio
193,998
Q3 2025 Added 1,755.02%
$181B
$9.76 Million 1.43% of portfolio
99,573
Q3 2025 Added 877.36%
$0
$9.66 Million 1.41% of portfolio
16,089
Q3 2025 New
$0
$9.19 Million 1.35% of portfolio
238,363
Q3 2025 Added 2,690.16%
$465B
$8.28 Million 1.21% of portfolio
44,383
Q3 2025 New
$0
$8.21 Million 1.2% of portfolio
17,538
Q3 2025 New
$0
$7.37 Million 1.08% of portfolio
27,708
Q3 2025 New
$1.74T
$6.08 Million 0.89% of portfolio
24,952
Q3 2025 New
$522B
$6 Million 0.88% of portfolio
32,336
Q3 2025 New
$0
$5.58 Million 0.82% of portfolio
204,531
Q3 2025 New
$0
$5.57 Million 0.81% of portfolio
16,975
Q3 2025 New
$2.98B
$5.24 Million 0.77% of portfolio
281,104
Q3 2025 Added 5,443.36%
$1.29T
$5.23 Million 0.77% of portfolio
11,761
Q3 2025 New
$881B
$5.03 Million 0.74% of portfolio
15,931
Q3 2025 New
$0
$4.86 Million 0.71% of portfolio
34,446
Q3 2025 New
$130B
$4.74 Million 0.69% of portfolio
13,333
Q3 2025 New
$103B
$4.34 Million 0.64% of portfolio
1,859
Q3 2025 New
$224B
$3.94 Million 0.58% of portfolio
12,959
Q3 2025 New
$0
$3.97 Million 0.58% of portfolio
13,524
Q3 2025 New
$70.2B
$3.64 Million 0.53% of portfolio
116,454
Q3 2025 New
$414B
$3.4 Million 0.5% of portfolio
14,701
Q3 2025 New
$0
$3.34 Million 0.49% of portfolio
45,436
Q3 2025 New
$0
$3.12 Million 0.46% of portfolio
22,300
Q3 2025 New
$7.35B
$2.93 Million 0.43% of portfolio
51,600
Q3 2025 New
$0
$2.65 Million 0.39% of portfolio
31,351
Q3 2025 New
$0
$2.45 Million 0.36% of portfolio
9,644
Q3 2025 New
$74.3B
$2.42 Million 0.35% of portfolio
38,274
Q3 2025 New
$228B
$2.42 Million 0.35% of portfolio
18,066
Q3 2025 New
$0
$2.3 Million 0.34% of portfolio
17,673
Q3 2025 New
$1.46T
$2.18 Million 0.32% of portfolio
7,788
Q3 2025 New
$0
$2.17 Million 0.32% of portfolio
28,522
Q3 2025 New
$25.4B
$2.02 Million 0.3% of portfolio
7,893
Q3 2025 New
$490B
$1.97 Million 0.29% of portfolio
17,516
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 252
  • Current Value $683 Million
  • Prior Value $6.33 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 232 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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