13F Filings History of Legacy Advisors, LLC

Latest 13F report
Q4 2025 - 27 Jan 2026
Value $
$921,175,817
Signature - Title
Matthew Sgro - Chief Compliance Officer
Location
Plymouth Meeting, PA
Summary
This page shows a list of all the recent 13F filings made by Legacy Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Advisors, LLC reported 288 stock holdings with total value $921,175,817 as of Q4 2025. Top holdings included QLTY, MTZ, IVV, AAPL, and IWB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 288 $921,175,817 +$127,797,954 -$8,091,605 +$119,706,349 QLTY, MTZ, IVV, AAPL, IWB 13F-HR 27 Jan 2026, 16:31
Q3 2025 250 $809,640,709 +$464,033,667 $0 +$464,033,667 QLTY, MTZ, VERX, IWB, AAPL 13F-HR 13 Nov 2025, 17:08
Q2 2025 18 $4,185,272 $0 $0 $0 QLTY, VERX, DFAC 13F-HR 07 Aug 2025, 15:46
Q1 2025 431 $945,057,838 +$45,730,431 -$46,121,057 -$390,626 MTZ, VERX, JGRW, AAPL, IWB 13F-HR 22 Apr 2025, 17:38
Q4 2024 410 $1,030,408,611 +$123,702,382 -$64,592,883 +$59,109,499 MTZ, VERX, JGRW, AAPL, IWB 13F-HR 14 Feb 2025, 11:09
Q3 2024 376 $923,337,165 +$86,922,507 -$44,358,021 +$42,564,486 MTZ, VERX, AAPL, IWB, MSFT 13F-HR 13 Nov 2024, 13:28
Q2 2024 327 $822,519,885 +$51,901,907 -$45,444,091 +$6,457,816 MTZ, VERX, AAPL, IWB, MSFT 13F-HR 30 Jul 2024, 16:16
Q1 2024 314 $791,417,662 +$34,017,680 -$97,805,293 -$63,787,613 MTZ, VERX, IWB, IVV, AAPL 13F-HR 30 Apr 2024, 09:38
Q4 2023 304 $774,569,354 +$140,251,438 -$50,506,972 +$89,744,466 MTZ, VERX, AAPL, IWB, IVV 13F-HR 12 Feb 2024, 12:56
Q3 2023 280 $620,707,814 +$54,996,439 -$19,858,894 +$35,137,545 MTZ, AAPL, IVV, IWB, SPY 13F-HR 14 Nov 2023, 08:57
Q2 2023 267 $673,833,427 +$88,469,490 -$14,935,462 +$73,534,028 MTZ, AAPL, IVV, SPY, MSFT 13F-HR 20 Jul 2023, 12:40
Q1 2023 249 $541,889,163 +$33,412,733 -$79,166,714 -$45,753,981 MTZ, IVV, AAPL, MSFT, OEF 13F-HR 01 May 2023, 16:56
Q4 2022 242 $546,462,501 +$71,679,518 -$38,459,606 +$33,219,912 MTZ, OEF, IVV, AAPL, SPY 13F-HR 01 Feb 2023, 15:21
Q3 2022 227 $452,766,000 +$49,500,984 -$36,854,669 +$12,646,315 MTZ, OEF, AAPL, SPY, JNJ 13F-HR 09 Nov 2022, 14:08
Q2 2022 221 $474,611,000 +$51,897,286 -$4,925,638 +$46,971,648 MTZ, OEF, VTWO, SPY, AAPL 13F-HR 25 Jul 2022, 13:36
Q1 2022 215 $514,989,000 +$277,273,261 -$12,026,711 +$265,246,550 MTZ, OEF, VTWO, SPY, AAPL 13F-HR 11 May 2022, 13:38
Q4 2021 133 $272,566,000 +$11,107,493 -$5,391,210 +$5,716,283 OEF, VTWO, RBLX, SPY, BSY 13F-HR 14 Feb 2022, 11:59
Q3 2021 127 $250,112,000 +$13,275,087 -$4,047,960 +$9,227,127 OEF, VTWO, BSY, SPY, RBLX 13F-HR 13 Oct 2021, 12:47
Q2 2021 124 $246,340,000 +$45,232,302 -$32,790,195 +$12,442,107 OEF, BSY, VTWO, RBLX, VOO 13F-HR 13 Jul 2021, 15:38
Q1 2021 122 $226,401,000 +$43,049,429 -$1,691,520 +$41,357,909 OEF, PCT, VTWO, SPY, UBER 13F-HR 12 Apr 2021, 11:09
Q4 2020 111 $175,992,000 +$13,419,023 -$11,206,465 +$2,212,558 OEF, VTWO, SPY, UBER, MDY 13F-HR 15 Jan 2021, 11:24
Q3 2020 109 $151,408,000 +$23,787,143 -$4,916,537 +$18,870,606 OEF, SPY, MDY, AAPL, UBER 13F-HR 08 Oct 2020, 09:41
Q2 2020 102 $125,975,000 +$25,229,115 -$17,701,283 +$7,527,832 OEF, SPY, MDY, UBER, AAPL 13F-HR 09 Jul 2020, 11:33
Q1 2020 96 $99,926,000 +$11,553,381 -$38,090,889 -$26,537,508 SPY, MDY, WTRG, UBER, AAPL 13F-HR 15 Apr 2020, 10:23
Q4 2019 132 $157,590,000 +$17,474,397 -$4,419,448 +$13,054,949 MDY, SPY, WTR, FULT, AAPL 13F-HR 21 Jan 2020, 08:45
Q3 2019 110 $133,697,000 +$4,018,205 -$18,136,950 -$14,118,745 MDY, SPY, WTR, FULT, IVV 13F-HR 10 Oct 2019, 12:08
Q2 2019 361 $147,912,000 +$7,218,718 -$24,575,890 -$17,357,172 MDY, SPY, WTR, FULT, VOO 13F-HR 15 Jul 2019, 15:26
Q1 2019 115 $147,567,000 $0 $0 $0 MDY, SPY, WTR, IVV, FULT New Holdings 12 Apr 2019, 12:02
Q1 2019 400 $160,508,000 +$21,697,093 -$8,457,508 +$13,239,585 MDY, SPY, WTR, IVV, FULT 13F-HR 08 Apr 2019, 10:50
Q4 2018 109 $131,824,000 +$6,166,207 -$55,553,492 -$49,387,285 MDY, SPY, WTR, FULT, IVV 13F-HR 14 Jan 2019, 13:31
Q3 2018 455 $203,070,000 +$68,910,609 -$4,236,348 +$64,674,261 MDY, SPY, WTR, FULT, IVV 13F-HR 18 Oct 2018, 16:36
Q2 2018 405 $133,817,000 +$18,575,787 -$21,542,661 -$2,966,874 MDY, SPY, WTR, CUBI, FULT 13F-HR 19 Jul 2018, 10:17
Q1 2018 380 $135,368,000 +$43,268,460 -$8,186,920 +$35,081,540 MDY, SPY, CUBI, WTR, BSV 13F-HR 17 Apr 2018, 11:38
Q4 2017 342 $102,580,000 +$13,124,540 -$3,417,576 +$9,706,964 MDY, WTR, SPY, CUBI, FULT 13F-HR 26 Jan 2018, 15:37
Q3 2017 351 $89,663,000 +$12,243,830 -$3,820,888 +$8,422,942 MDY, WTR, CUBI, SPY, FULT Restatement 03 Nov 2017, 16:15
Q2 2017 195 $78,350,000 +$7,046,767 -$3,850,904 +$3,195,863 MDY, WTR, SPY, CUBI, FULT 13F-HR 01 Nov 2017, 15:27
Q1 2017 196 $74,008,000 +$8,279,962 -$4,449,788 +$3,830,174 MDY, WTR, CUBI, SPY, FULT 13F-HR 02 Nov 2017, 16:18
Q4 2016 201 $37,966,000 $0 $0 $0 WTR, FULT, EFX, VOO, RGA 13F-HR 03 Nov 2017, 10:17