Legacy Wealth Advisors, LLC reported 118 positions worth $99.60M for the quarter ended Jun 30, 2026, up 44.0% on the prior quarter. It opened 45 new positions, added to 58, trimmed 11 and exited 7. Its largest holding is Berkshire Hathaway Inc at 14.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +13.8K | – | $2.36M | 2.37% |
| NVDA Nvidia Corp | +7,573 | +26.9% | $1.52M | 7.19% |
| GOOGL Alphabet Inc. | +3,828 | +37.0% | $1.37M | 5.09% |
| AMZN Amazon Com Inc | +5,187 | +32.1% | $1.24M | 5.11% |
| MSFT Microsoft Corp | +3,016 | +29.6% | $1.13M | 4.95% |
| AMD Advanced Micro Devices Inc | +1,828 | – | $1.06M | 1.07% |
| INTC Intel Corp | +5,388 | – | $752.33K | 0.755% |
| AAPL Apple Inc. | +2,579 | +11.5% | $746.26K | 7.28% |
| PANW Palo Alto Networks Inc | +1,619 | – | $552.11K | 0.554% |
| MU Micron Technology Inc | +424 | +45.3% | $489.42K | 1.58% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ORCL Oracle Corp | -4,842 | -69.3% | $709.60K | 0.315% |
| NFLX Netflix Inc | -3,488 | -100.0% | $335.37K | Exited |
| NKE NIKE, Inc. | -6,125 | -100.0% | $323.52K | Exited |
| HON Honeywell International Inc | -629 | -100.0% | $284.35K | Exited |
| BKSY BlackSky Technology Inc. | -10.0K | -100.0% | $251.60K | Exited |
| ISRG Intuitive Surgical Inc | -529 | -100.0% | $243.86K | Exited |
| TMO Thermo Fisher Scientific Inc. | -455 | -44.5% | $228.12K | 0.286% |
| HCA HCA Healthcare, Inc. | -482 | -100.0% | $228.10K | Exited |
| CRM Salesforce, Inc. | -1,138 | -100.0% | $212.43K | Exited |
| TJX Tjx Companies Inc | -1,123 | -36.0% | $170.13K | 0.304% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +13.8K | $2.36M | 2.37% |
| AMD Advanced Micro Devices Inc | +1,828 | $1.06M | 1.07% |
| INTC Intel Corp | +5,388 | $752.33K | 0.755% |
| PANW Palo Alto Networks Inc | +1,619 | $552.11K | 0.554% |
| DIS Walt Disney Co | +4,930 | $474.51K | 0.476% |
| CRWD CrowdStrike Holdings, Inc. | +1,856 | $354.10K | 0.356% |
| MRVL Marvell Technology, Inc. | +1,178 | $350.92K | 0.352% |
| APH Amphenol Corp | +3,966 | $349.64K | 0.351% |
| TXN Texas Instruments Inc | +1,145 | $341.29K | 0.343% |
| TER Teradyne, Inc | +695 | $336.27K | 0.338% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| NFLX Netflix Inc | -3,488 | $335.37K | 0.485% |
| NKE NIKE, Inc. | -6,125 | $323.52K | 0.468% |
| HON Honeywell International Inc | -629 | $284.35K | 0.411% |
| BKSY BlackSky Technology Inc. | -10.0K | $251.60K | 0.364% |
| ISRG Intuitive Surgical Inc | -529 | $243.86K | 0.353% |
| HCA HCA Healthcare, Inc. | -482 | $228.10K | 0.33% |
| CRM Salesforce, Inc. | -1,138 | $212.43K | 0.307% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A Berkshire Hathaway Inc | Financial Services | 19 | $14.23M | 14.29% | 0 | 0.0% | Unchanged | 0% |
| 2 | AAPL Apple Inc. | Technology | 25.1K | $7.25M | 7.28% | +2,579 | +11.5% | Added | 0% |
| 3 | NVDA Nvidia Corp | Technology | 35.8K | $7.16M | 7.19% | +7,573 | +26.9% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 21.4K | $5.09M | 5.11% | +5,187 | +32.1% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 14.2K | $5.06M | 5.09% | +3,828 | +37.0% | Added | 0% |
| 6 | MSFT Microsoft Corp | Technology | 13.2K | $4.93M | 4.95% | +3,016 | +29.6% | Added | 0% |
| 7 | SPCX Space Exploration Technologies Corp | Industrials | 13.8K | $2.36M | 2.37% | +13.8K | – | New | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 6,093 | $2.30M | 2.31% | +905 | +17.4% | Added | 0% |
| 9 | TSLA Tesla, Inc. | Consumer Discretionary | 5,369 | $2.26M | 2.27% | -189 | -3.4% | Reduced | 0% |
| 10 | META Meta Platforms, Inc. | Technology | 3,534 | $1.99M | 2% | +98 | +2.9% | Added | 0% |
| 11 | BXSL Blackstone Secured Lending Fund | Financial Services | 80.0K | $1.90M | 1.9% | +1,775 | +2.3% | Added | 0.03% |
| 12 | MU Micron Technology Inc | Technology | 1,360 | $1.57M | 1.58% | +424 | +45.3% | Added | 0% |
| 13 | GOOG Alphabet Inc. | Technology | 4,038 | $1.43M | 1.43% | +1,083 | +36.6% | Added | 0% |
| 14 | BRK-B Berkshire Hathaway Inc | Financial Services | 2,578 | $1.29M | 1.3% | -292 | -10.2% | Reduced | 0% |
| 15 | V Visa Inc. | Financial Services | 3,169 | $1.09M | 1.09% | +431 | +15.7% | Added | 0% |
Tip. Select a row to see that position’s full history at Legacy Wealth Advisors.
As of its Q2 2026 13F filing, Legacy Wealth Advisors, LLC’s five largest positions were Berkshire Hathaway Inc (BRK-A) at 14.3%, Apple Inc. (AAPL) at 7.3%, Nvidia Corp (NVDA) at 7.2%, Amazon Com Inc (AMZN) at 5.1%, Alphabet Inc. (GOOGL) at 5.1% of the reported portfolio.
Legacy Wealth Advisors, LLC reported a 13F portfolio worth $99.60M across 118 positions for Q2 2026. That is up 44.0% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($2.36M), Nvidia Corp ($1.52M), Alphabet Inc. ($1.37M). It opened 45 new positions.
Its largest sales by value were Oracle Corp ($709.60K), Netflix Inc ($335.37K), NIKE, Inc. ($323.52K). It exited 7 positions entirely.
From the Form 13F-HR reports Legacy Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.