Legacy Wealth Advisors, LLC

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CIK 2111463

13F portfolio (2026-Q1)

$196M

Positions

109

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

109

Top 5

52.6%

Top 10

65.3%

Effective N

11.6

HHI

0.086

This quarter

32 new · 0 exit →

By sector

Unclassified73.0%

Information Technology10.8%

Consumer Discretionary3.6%

Communication Services3.1%

Financials3.0%

Energy2.0%

Health Care1.6%

Industrials1.5%

Other1.4%

By market cap

Unknown74.1%

Mega (>$200B)21.5%

Large ($10–200B)3.3%

Small ($300M–2B)1.0%

Mid ($2–10B)0.1%

By region

Other73.0%

North America26.0%

Europe0.7%

Asia-Pacific0.3%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	73.73%	33
Semiconductors & Semiconductor Equipment	3.91%	5
Technology Hardware & Equipment	3.60%	5
Software & IT Services	2.95%	3
Software	2.73%	4
Specialty Retail	2.59%	5
Oil, Gas & Consumable Fuels	1.96%	7
Pharmaceuticals & Biotechnology	1.34%	8
Automobiles & Components	1.05%	1
Banks	0.93%	4
Commercial Services & Supplies	0.77%	4
Machinery	0.74%	5
Aerospace & Defense	0.48%	3
Insurance	0.47%	3
Electrical Equipment & Components	0.42%	2
Chemicals	0.42%	3
Capital Markets	0.39%	3
Tobacco	0.27%	2
Utilities	0.26%	2
Equity Real Estate Investment Trusts (REITs)	0.18%	1
Media & Entertainment	0.17%	1
Beverages	0.16%	1
Communications Equipment	0.13%	1
Health Care Equipment & Supplies	0.12%	1
Health Care Providers & Services	0.12%	1
Metals & Mining	0.11%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	SGOV	ISHARES TR	Unclassified	24.00%
2	JPST	J P MORGAN EXCHANGE TRADED F	Unclassified	9.50%
3	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	8.81%
4	BRK.A	BERKSHIRE HATHAWAY INC DEL	Unclassified	6.96%
5	BUFC	AB ACTIVE ETFS INC	Unclassified	3.37%
6	VTI	VANGUARD INDEX FDS	Unclassified	2.97%
7	AAPL	Apple Inc.	Information Technology	2.91%
8	NVDA	NVIDIA CORP	Information Technology	2.51%
9	BIL	SPDR SERIES TRUST	Unclassified	2.25%
10	YEAR	AB Ultra Short Income ETF	Unclassified	1.99%

77/109 names classified · sector 27.0% of weight · industry 26.3% · mkt cap 25.9%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 2 quarters

Information TechnologyAAPL, NVDA, MSFT, AVGO, ORCL · other

Consumer DiscretionaryAMZN, TSLA, WMT, TJX, COST · other

Communication ServicesGOOGL, META, GOOG, NFLX, DIS

FinancialsBRK.B, JPM, V, UNH, MA · other

EnergySOC, XOM, CVX, MPLX, SHEL · other

Health CareLLY, JNJ, ABBV, ISRG, ABT · other

IndustrialsASML, RTX, CAT, NOC, ALLE · other

Consumer StaplesKO, MO, PM

UtilitiesET, EPD

MaterialsNKE, LIN, PG, HWM

Real Estate

UnclassifiedSGOV, JPST, BRK.A, SPY, BUFC · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 27.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 24% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (65 classified)Legacy Wealth Advisors, LLC centroid (Large Growth)

Information TechnologyConsumer DiscretionaryCommunication ServicesFinancialsHealth CareIndustrialsEnergyMaterialsConsumer StaplesReal Estate

Style box summary for Legacy Wealth Advisors, LLC: centroid Large Growth. Heaviest cells: Large Growth 16.3%, Large Core 4.1%, Large Value 2.3%.

Classified: 23.8% of book weight (65/109 names) · unclassified 76.2%: SGOV, JPST, SPY, BRK.A, BUFC, VTI, BIL, YEAR, SCHD, VEA +34 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 109 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	SGOVISHARES TR	467,180	$47M	24.0%	ADD 131%
2	JPSTJ P MORGAN EXCHANGE TRADED F	367,719	$19M	9.5%	TRIM −14%
3	SPYSTATE STR SPDR S&P 500 ETF T	26,549	$17M	8.8%	ADD 72%
4	BRK.ABERKSHIRE HATHAWAY INC DEL	19	$14M	7.0%	HOLD
5	BUFCAB ACTIVE ETFS INC	162,596	$7M	3.4%	HOLD
6	VTIVANGUARD INDEX FDS	18,144	$6M	3.0%	ADD 3%
7	AAPLAPPLE INC	22,483	$6M	2.9%	ADD 25%
8	NVDANVIDIA CORPORATION	28,199	$5M	2.5%	ADD 37%
9	BILSPDR SERIES TRUST	48,129	$4M	2.3%	ADD 2%
10	YEARAB Ultra Short Income ETF	77,283	$4M	2.0%	HOLD
11	MSFTMICROSOFT CORP	10,192	$4M	1.9%	ADD 29%
12	AMZNAMAZON COM INC	16,184	$3M	1.7%	ADD 3%
13	GOOGLALPHABET INC	10,344	$3M	1.5%	ADD 22%
14	SCHDSCHWAB STRATEGIC TR	80,500	$2M	1.3%	NEW
15	VEAVANGUARD TAX-MANAGED FDS	37,590	$2M	1.2%	ADD 103%
16	VEUVANGUARD INTL EQUITY INDEX F	31,289	$2M	1.2%	ADD 321%
17	VOOVANGUARD INDEX FDS	3,469	$2M	1.1%	TRIM −27%
18	TSLATESLA INC	5,558	$2M	1.1%	ADD 248%
19	METAMETA PLATFORMS INC	3,436	$2M	1.0%	ADD 38%
20	SHVISHARES TR	16,903	$2M	1.0%	HOLD
21	BXSLBLACKSTONE SECD LENDING FD	78,207	$2M	0.9%	TRIM −21%
22	DGROISHARES CORE DIVIDEND GROWTH ETF	23,617	$2M	0.8%	HOLD
23	SOCSABLE OFFSHORE CORP	100,000	$2M	0.8%	TRIM −72%
24	AVGOBROADCOM INC	5,188	$2M	0.8%	ADD 38%
25	BRK.BBERKSHIRE HATHAWAY INC DEL	2,870	$1M	0.7%	ADD 53%
26	XLESELECT SECTOR SPDR TR	22,190	$1M	0.7%	HOLD
27	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	42,866	$1M	0.6%	HOLD
28	ORCLORACLE CORP	6,985	$1M	0.5%	TRIM −4%
29	MTBASIMPLIFY EXCHANGE TRADED FUN	19,164	$947,860	0.5%	HOLD
30	TAFIAB ACTIVE ETFS INC	33,799	$851,059	0.4%	HOLD
31	GOOGALPHABET INC	2,955	$847,672	0.4%	TRIM −5%
32	JPMJPMORGAN CHASE & CO	2,823	$830,414	0.4%	ADD 22%
33	VVISA INC	2,738	$827,534	0.4%	ADD 29%
34	BBJPJ P MORGAN EXCHANGE TRADED F	11,889	$819,271	0.4%	ADD 105%
35	KBDCKAYNE ANDERSON BDC INC	59,089	$810,702	0.4%	HOLD
36	XLFSELECT SECTOR SPDR TR	15,251	$752,942	0.4%	ADD 133%
37	XOMEXXON MOBIL CORP	4,362	$740,057	0.4%	ADD 65%
38	VYMVANGUARD WHITEHALL FDS	4,449	$658,897	0.3%	HOLD
39	LLYELI LILLY & CO	696	$640,160	0.3%	ADD 17%
40	VOXVANGUARD WORLD FD	2,981	$536,104	0.3%	HOLD
41	VGTVANGUARD WORLD FD	756	$527,477	0.3%	HOLD
42	EMOPAB EMERGING MARKETS OPPORTUNITIES ETF	11,897	$521,327	0.3%	NEW
43	TMOTHERMO FISHER SCIENTIFIC INC	1,023	$502,836	0.3%	ADD 151%
44	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,478	$499,491	0.3%	ADD 19%
45	TJXTJX COS INC NEW	3,122	$498,584	0.3%	ADD 55%
46	ASMLASML HOLDING N V	369	$487,387	0.2%	ADD 40%
47	WMTWALMART INC	3,892	$483,698	0.2%	ADD 11%
48	QQQINVESCO QQQ TR	830	$479,060	0.2%	HOLD
49	UNHUNITEDHEALTH GROUP INC	1,605	$434,297	0.2%	ADD 13%
50	BACBANK AMERICA CORP	8,732	$425,685	0.2%	ADD 102%
51	BBCAJ P MORGAN EXCHANGE TRADED F	4,499	$423,176	0.2%	ADD 104%
52	GEGE AEROSPACE	1,487	$421,966	0.2%	ADD 75%
53	CVXCHEVRON CORP NEW	1,998	$413,387	0.2%	ADD 29%
54	COSTCOSTCO WHSL CORP NEW	403	$401,562	0.2%	NEW
55	GEVGE VERNOVA INC	456	$397,606	0.2%	ADD 17%
56	JNJJOHNSON & JOHNSON	1,622	$396,482	0.2%	TRIM −10%
57	SPEMSPDR INDEX SHS FDS	7,840	$367,775	0.2%	HOLD
58	PLDPROLOGIS INC.	2,664	$352,128	0.2%	NEW
59	KLACKLA CORP	238	$350,434	0.2%	ADD 8%
60	WFCWELLS FARGO CO NEW	4,352	$346,463	0.2%	ADD 6%
61	RTXRTX CORPORATION	1,786	$344,520	0.2%	ADD 27%
62	PLTRPALANTIR TECHNOLOGIES INC	2,308	$337,615	0.2%	NEW
63	NFLXNETFLIX INC	3,488	$335,372	0.2%	ADD 41%
64	SHELSHELL PLC	3,604	$335,172	0.2%	NEW
65	NKENIKE INC	6,125	$323,523	0.2%	NEW
66	ABBVABBVIE INC	1,486	$323,191	0.2%	ADD 53%
67	AMATAPPLIED MATLS INC	939	$320,941	0.2%	NEW
68	IBKRINTERACTIVE BROKERS GROUP IN	4,754	$318,851	0.2%	HOLD
69	MUMICRON TECHNOLOGY INC	936	$316,219	0.2%	NEW
70	NOCNORTHROP GRUMMAN CORP	463	$315,878	0.2%	NEW
71	BBAXJ P MORGAN EXCHANGE TRADED F	5,240	$311,545	0.2%	NEW
72	HDHOME DEPOT INC	947	$311,459	0.2%	ADD 45%
73	KOCOCA COLA CO	4,023	$305,950	0.2%	ADD 18%
74	MRKMERCK & CO INC	2,443	$293,869	0.1%	NEW
75	AZNASTRAZENECA PLC	1,494	$289,370	0.1%	NEW
76	ARKKARK ETF TR	4,250	$287,258	0.1%	HOLD
77	CATCATERPILLAR INC	405	$286,927	0.1%	ADD 15%
78	HONHONEYWELL INTL INC	1,258	$284,346	0.1%	NEW
79	PGRPROGRESSIVE CORP	1,434	$284,277	0.1%	TRIM −3%
80	MOALTRIA GROUP INC	4,255	$280,788	0.1%	NEW
81	MPLXMPLX LP	4,855	$277,075	0.1%	HOLD
82	ETENERGY TRANSFER L P	14,185	$273,771	0.1%	HOLD
83	NVSNOVARTIS AG	1,769	$270,215	0.1%	NEW
84	IBMINTERNATIONAL BUSINESS MACHS	1,062	$257,419	0.1%	NEW
85	PMPHILIP MORRIS INTL INC	1,553	$256,774	0.1%	NEW
86	IEURISHARES TR	3,599	$252,902	0.1%	HOLD
87	LINLINDE PLC	510	$252,838	0.1%	NEW
88	BKSYBLACKSKY TECHNOLOGY INC	10,000	$251,600	0.1%	TRIM −69%
89	ISRGINTUITIVE SURGICAL INC	529	$243,864	0.1%	ADD 25%
90	NDSNNORDSON CORP	902	$239,987	0.1%	NEW
91	EPDENTERPRISE PRODS PARTNERS L	6,312	$238,847	0.1%	HOLD
92	PGPROCTER AND GAMBLE CO	1,651	$238,471	0.1%	NEW
93	EBAYEBAY INC.	2,611	$237,654	0.1%	NEW
94	LRCXLAM RESEARCH CORP	1,101	$235,240	0.1%	NEW
95	CSCOCISCO SYS INC	2,984	$231,529	0.1%	ADD 5%
96	SPGIS&P GLOBAL INC	542	$230,535	0.1%	NEW
97	HCAHCA HEALTHCARE INC	482	$228,102	0.1%	NEW
98	MSMORGAN STANLEY	1,365	$224,639	0.1%	NEW
99	SCHWSCHWAB CHARLES CORP	2,361	$221,887	0.1%	ADD 12%
100	SUNSUNOCO LP/SUNOCO FIN CORP	3,284	$213,362	0.1%	NEW
101	CRMSALESFORCE INC	1,138	$212,431	0.1%	NEW
102	SYFSYNCHRONY FINANCIAL	3,113	$211,747	0.1%	NEW
103	MAMASTERCARD INCORPORATED	422	$210,857	0.1%	TRIM −56%
104	EOGEOG RES INC	1,455	$210,350	0.1%	NEW
105	AMGNAMGEN INC	597	$210,055	0.1%	NEW
106	WRBBERKLEY W R CORP	3,159	$209,379	0.1%	TRIM −6%
107	HWMHOWMET AEROSPACE INC	902	$207,875	0.1%	NEW
108	ZWSZURN ELKAY WATER SOLNS CORP	4,597	$206,130	0.1%	HOLD
109	ABTABBOTT LABS	1,975	$202,774	0.1%	ADD 4%

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security	2024-Q4	2025-Q1	2025-Q2	2025-Q3	2025-Q4	2026-Q1	Latest value
SGOVISHARES TR	—	—	—	—	202K	467K	$47M
JPSTJ P MORGAN EXCHANGE TRADED F	—	—	—	—	426K	368K	$19M
SPYSTATE STR SPDR S&P 500 ETF T	—	—	—	—	15K	27K	$17M
BRK/ABERKSHIRE HATHAWAY INC DEL	—	—	—	—	19	19	$14M
BUFCAB ACTIVE ETFS INC	—	—	—	—	163K	163K	$7M
VTIVANGUARD INDEX FDS	—	—	—	—	18K	18K	$6M
AAPLAPPLE INC	—	—	—	—	18K	22K	$6M
NVDANVIDIA CORPORATION	—	—	—	—	21K	28K	$5M
BILSPDR SERIES TRUST	—	—	—	—	47K	48K	$4M
YEARAB Ultra Short Income ETF	—	—	—	—	77K	77K	$4M
MSFTMICROSOFT CORP	—	—	—	—	8K	10K	$4M
AMZNAMAZON COM INC	—	—	—	—	16K	16K	$3M
GOOGLALPHABET INC	—	—	—	—	8K	10K	$3M
SCHDSCHWAB STRATEGIC TR	—	—	—	—	—	81K	$2M
VEAVANGUARD TAX-MANAGED FDS	—	—	—	—	18K	38K	$2M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

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