Legacy Wealth Advisors, LLC - Portfolio overview

Legacy Wealth Advisors, LLC has 109 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SGOV - ISHARES TR, 24.00%
2. JPST - J P MORGAN EXCHANGE TRADED F, 9.50%
3. SPY - STATE STR SPDR S&P 500 ETF T, 8.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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