Legacy Advisors, LLC: 13F holdings
CIK 17209692026Q2
| Positions | 337 |
|---|---|
| Reported value | $1.2bn |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AMTM AMENTUM HOLDINGS INC | 9,065,677 | $187.4m | 15.0% |
| GMO ETF TRUST | 3,431,467 | $143.1m | 11.5% |
| VOO VANGUARD INDEX FDS | 109,960 | $75.5m | 6.0% |
| IJR ISHARES TR | 351,532 | $52.1m | 4.2% |
| MTZ MASTEC INC | 124,181 | $51.7m | 4.1% |
| AAPL APPLE INC | 149,777 | $43.3m | 3.5% |
| IWB ISHARES TR | 89,260 | $36.6m | 2.9% |
| SPY STATE STR SPDR S&P 500 ETF T | 42,276 | $31.6m | 2.5% |
| IVV ISHARES TR | 39,008 | $29.2m | 2.3% |
| ADVISORS INNER CIRCLE FD III | 958,503 | $24.3m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1720969")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.