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 ETFs Only
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