Legacy Wealth Advisors, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
North Miami Beach, FL
CIK
0002111463
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
109
195,964
SGOV, JPST, SPY, BRK-A
13F-HR
5/6/2026
000211146326000003
Q4 2025
86
151,476
JPST, SGOV, BRK-A, SPY
13F-HR
2/17/2026
000211146326000001