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Home > Institutional Investor > Legacy Wealth Advisors, Llc > Profile

Instuitional Investor - Legacy Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Legacy Wealth Advisors, Llc
Portfolio Value $151,476,645
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 426,150 $21,558,929 14.23%
2.
Ishares Tr
 202,329 $20,309,772 13.41%
3.
Berkshire Hathaway Inc
 BRK.A 19 $14,341,200 9.47%
4.
Spdr S & P 500 Etf Trust
 SPY 15,474 $10,551,994 6.97%
5.
Ab Active Etfs Inc
 162,764 $6,726,288 4.44%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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