Legacy Wealth Advisors, LLC
CIK 2111463 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- SGOV23.00%
- JPST6.86%
- SPY6.66%
- BRK.A6.16%
- AAPL3.14%
- NVDA3.10%
- BUFC2.99%
- VTI2.89%
- AMZN2.20%
- GOOGL2.19%
Share classes counted separately59.19%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JPSTWeight decreased · -2.64 pp9.50% → 6.86%Shares -54.29K (-14.76%)
- SPYWeight decreased · -2.15 pp8.81% → 6.66%Shares -5.94K (-22.39%)
- TAFIWeight increased · +1.03 pp0.43% → 1.46%Shares +99.68K (+294.93%)
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 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MTH TREASURY View history and evidence | $53.13M | 23.00% | 527.77K shares | 24.00% → 23.00%-1.00 pp +60.59K (+12.97%) | Added | ▾ |
| 02 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $15.85M | 6.86% | 313.43K shares | 9.50% → 6.86%-2.64 pp -54.29K (-14.76%) | Reduced | ▾ |
| 03 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $15.40M | 6.66% | 20.61K shares | 8.81% → 6.66%-2.15 pp -5.94K (-22.39%) | Reduced | ▾ |
| 04 | BRK.ABERKSHIRE HATHAWAY INC-CL ACL A View history and evidence | $14.23M | 6.16% | 19 shares | 6.96% → 6.16%-0.80 pp 0 (0.00%) | Unchanged | ▾ |
| 05 | AAPLAPPLE INC View history and evidence | $7.25M | 3.14% | 25.06K shares | 2.91% → 3.14%+0.23 pp +2.58K (+11.47%) | Added | ▾ |
| 06 | NVDANVIDIA CORP View history and evidence | $7.16M | 3.10% | 35.77K shares | 2.51% → 3.10%+0.59 pp +7.57K (+26.86%) | Added | ▾ |
| 07 | BUFCAB CONSERVATIVE BUFFER ETFCONSERVATIVE View history and evidence | $6.91M | 2.99% | 162.43K shares | 3.37% → 2.99%-0.38 pp -168 (-0.10%) | Reduced | ▾ |
| 08 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $6.67M | 2.89% | 18.04K shares | 2.97% → 2.89%-0.08 pp -109 (-0.60%) | Reduced | ▾ |
| 09 | AMZNAMAZON.COM INC View history and evidence | $5.09M | 2.20% | 21.37K shares | 1.72% → 2.20%+0.48 pp +5.19K (+32.05%) | Added | ▾ |
| 10 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $5.06M | 2.19% | 14.17K shares | 1.52% → 2.19%+0.67 pp +3.83K (+37.01%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NFLX NETFLIX INC | Non-derivative | -3,488 | -$335.37K | SEC filing ↗ | SEC filing ↗ |
| NKE NIKE INC -CL B | Non-derivative | -6,125 | -$323.52K | SEC filing ↗ | SEC filing ↗ |
| HON HONEYWELL INTERNATIONAL INC | Non-derivative | -1,258 | -$284.35K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2111463 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 231035101
}Research all 148 reported holdings.
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