13F Filings History of Legacy Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$151,476,645
Signature - Title
Bobby McNally - Chief Compliance Officer
Location
Miami, FL
Summary
This page shows a list of all the recent 13F filings made by Legacy Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Wealth Advisors, LLC reported 86 stock holdings with total value $151,476,645 as of Q4 2025. Top holdings included JPST, SGOV, BRKA, SPY, and BUFC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 86 $151,476,645 $0 $0 $0 JPST, SGOV, BRKA, SPY, BUFC 13F-HR 17 Feb 2026, 10:17