Legacy Advisors, LLC
CIK 1720969 · Holdings on Sep 30, 2025 · First reported Nov 13, 2025
Top ten holdings
Q3 2025- QLTY14.09%
- MTZ10.01%
- VERX4.11%
- IWB4.04%
- AAPL3.69%
- IJR3.30%
- SPY3.26%
- IVV3.18%
- IWR2.59%
- META2.52%
Share classes counted separately50.79%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- METAWeight decreased · -79.13 pp81.65% → 2.52%Shares +7.14K (+34.49%)
- MTZWeight increased · +8.14 pp1.87% → 10.01%Shares +271.01K (+247.06%)
- QLTYWeight increased · +6.51 pp7.58% → 14.09%Shares +3.06M (+3427.37%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QLTYGMO U.S. QUALITY ETFGMO US QUALITY E View history and evidence | $114.09M | 14.09% | 3.15M shares | 7.58% → 14.09%+6.51 pp +3.06M (+3427.37%) | Added | ↗▾ |
| 02 | MTZMASTEC INC View history and evidence | $81.02M | 10.01% | 380.71K shares | 1.87% → 10.01%+8.14 pp +271.01K (+247.06%) | Added | ↗▾ |
| 03 | VERXVERTEX INC - CLASS ACL A View history and evidence | $33.31M | 4.11% | 1.34M shares | 3.91% → 4.11%+0.20 pp +1.30M (+2730.08%) | Added | ↗▾ |
| 04 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $32.74M | 4.04% | 89.58K shares | 0.26% → 4.04%+3.78 pp +59.11K (+194.02%) | Added | ↗▾ |
| 05 | AAPLAPPLE INC View history and evidence | $29.86M | 3.69% | 117.26K shares | 0.35% → 3.69%+3.34 pp +92.95K (+382.31%) | Added | ↗▾ |
| 06 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $26.68M | 3.30% | 224.56K shares | 0.65% → 3.30%+2.65 pp +200.26K (+823.98%) | Added | ↗▾ |
| 07 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $26.43M | 3.26% | 39.67K shares | 0.12% → 3.26%+3.14 pp +15.16K (+61.83%) | Added | ↗▾ |
| 08 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $25.71M | 3.18% | 38.41K shares | 0.11% → 3.18%+3.07 pp +14.38K (+59.85%) | Added | ↗▾ |
| 09 | IWRISHARES RUSSELL MID-CAP ETFRUS MID CAP ETF View history and evidence | $20.94M | 2.59% | 216.91K shares | 0.65% → 2.59%+1.94 pp +196.31K (+953.31%) | Added | ↗▾ |
| 10 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $20.44M | 2.52% | 27.83K shares | 81.65% → 2.52%-79.13 pp +7.14K (+34.49%) | Added | ↗▾ |
Options overlay 2
$225.03K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
TSLATESLA INC View history and evidence | Call | 700 | $223.66K | +700 | ▾ |
UNHUNITEDHEALTH GROUP INC View history and evidence | Put | 100 | $1.38K | +100 | ▾ |
2 / 2 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1720969 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 809865744
}Research all 252 reported holdings.
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