Legacy Wealth Advisors, LLC
SEC Form 13F institutional filer · CIK 0002111463
13F-HR · 74 reported holdings · 2026-03-31
Reported long-US-equity value
$0.10B
Top-10 concentration
66.4%
Legacy Wealth Advisors, LLC — $95.6M AUM allocation strategy
Legacy Wealth Advisors, LLC files SEC Form 13F and reports $95.6M of long US equity value across 74 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.8%, followed by Industrials 14.3% and Financials 7.7%.
The top 10 holdings account for 66% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Legacy Wealth Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$95.6M
total across 74 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
66% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +80.8K sh · +$2.33M+$SPY +11.1K sh · +$6.71M+$XLF +8.72K sh · +$395K
Biggest trims (shares)
−$VOO −1.3K sh · −$917K−$MA −530 sh · −$333K−$ORCL −260 sh · −$385K
Exited to nil (held last quarter, gone now)
$IWM ($553K last qtr)$DIS ($286K last qtr)$TXN ($247K last qtr)$ALLE ($220K last qtr)$QCOM ($205K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Aerospace & Defense14.3%—
- Semiconductors6.8%—
- Interactive Media & Services6.0%—
- Technology Hardware, Storage & Peripherals5.9%—
- Investment Banking & Brokerage4.1%—
- Systems Software4.0%—
- Broadline Retail3.5%—
- Automobile Manufacturers2.2%—
- Other holdings53.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $HONA | Honeywell Aerospace Inc | 19 | $13.6M | +0 | 14.3% |
| $AAPL | Apple Inc | 22.5K | $5.71M | +4.45K | 6.0% |
| $NVDA | NVIDIA Corporation | 28.2K | $4.92M | +7.63K | 5.1% |
| $SCHW | Charles Schwab Corporation | 126K | $3.94M | +80.8K | 4.1% |
| $MSFT | Microsoft Corporation | 10.2K | $3.77M | +2.28K | 3.9% |
| $AMZN | Amazon.com Inc | 16.2K | $3.37M | +535 | 3.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 10.3K | $2.97M | +1.87K | 3.1% |
…and 67 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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