13F filer

Legacy Advisors

As of Sep 30, 2026 Filed Oct 19, 2026 CIK 1720969 SEC filings ↗

13F Value

$1.05B

Positions

318

Top Position

QLTY13.8%

Top 5

36.6%

Latest filing changes

vs Jun 30, 2026

1 VOO Vanguard 500 Index Fund — ETF Shares +30.0%+$23.1M

2 IVV iShares Core S&P 500 ETF +18.7%+$5.6M

3 IJR iShares Core S&P Small-Cap ETF +11.4%+$5.4M

4 MTZ Mastec +18.7%+$5.0M

5 SPY State Str SPDR S&P 500 ETF T — Tr Unit +13.6%+$4.4M

Holdings318

#
1	QLTY GMO U.S. Quality ETF	13.8%	$145.1M	-1.3%	3.39M	13.4%	ETF
2	VOO Vanguard 500 Index Fund — ETF Shares	9.5%	$100.2M	+30.0%	142.9K	7.1%	ETF
3	IJR iShares Core S&P Small-Cap ETF	5.1%	$53.3M	+11.4%	391.4K	4.9%	ETF
4	AAPL Apple	4.6%	$48.4M	-2.9%	145.5K	4.0%	Common Stock
5	IWB iShares Russell 1000 ETF	3.5%	$37.1M	—	89.3K	3.4%	ETF
6	SPY State Str SPDR S&P 500 ETF T — Tr Unit	3.5%	$36.6M	+13.6%	48.0K	2.9%	ETF
7	IVV iShares Core S&P 500 ETF	3.4%	$35.5M	+18.7%	46.3K	2.7%	ETF
8	MTZ Mastec	3.0%	$31.5M	+18.7%	147.4K	4.8%	Common Stock
9	GQGU GQG US Equity ETF	2.5%	$26.5M	+4.7%	1.00M	2.3%	ETF
10	META Meta Platforms	2.2%	$23.5M	-3.7%	32.4K	1.8%	Common Stock
11	IWR iShares Russell Mid-Cap ETF	2.1%	$22.0M	-0.5%	206.3K	2.1%	ETF
12	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 60,822 reported quantity $20,927,701 reported value	2.0%	$20.9M	-8.2%	60.8K	2.2%	Common Stock
13	XLK State Street(R) Technology Select Sector SPDR(R) ETF	1.9%	$20.1M	+0.2%	102.9K	1.8%	ETF
14	MSFT Microsoft	1.6%	$16.7M	-13.7%	32.5K	1.3%	Common Stock
15	VERX Vertex	1.5%	$15.8M	+0.0%	1.34M	1.4%	Common Stock
16	NVDA NVIDIA	1.5%	$15.3M	-10.2%	67.0K	1.4%	Common Stock
17	AMZN Amazon	1.3%	$13.9M	-24.6%	55.7K	1.6%	Common Stock
18	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.2%	$13.0M	-15.4%	34.8K	1.4%	ETF
19	QQQ Invesco QQQ Trust, Series 1	1.2%	$12.6M	+0.1%	17.0K	1.2%	ETF
20	BRK.B Berkshire Hathaway Class B Filing details 084670702 Sep 30, 2026 23,461 reported quantity $11,682,538 reported value	1.1%	$11.7M	-2.7%	23.5K	1.1%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing46

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.