Legacy Advisors, LLC - Portfolio overview

Legacy Advisors, LLC has 292 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. QLTY - GMO ETF TRUST, 14.98%
2. IJR - ISHARES TR, 4.43%
3. IVV - ISHARES TR, 4.34%

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

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