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LWA
Legacy Wealth Advisors Portfolio holdings
AUM
$231M
This Fund
S&P 500
This Quarter
Est. Return
+0.24%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$151M
AUM Growth
–
Cap. Flow
+$151M
Cap. Flow
% of AUM
99.89%
Top 10 Holdings %
Top 10 Hldgs %
63.56%
Holding
86
New
86
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$21.6M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$20.3M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$14.2M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$10.5M |
| 5 |
AB Conservative Buffer ETF
BUFC
|
+$6.66M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 15.01% |
| 2 | Technology | 11.28% |
| 3 | Communication Services | 3.83% |
| 4 | Energy | 3.71% |
| 5 | Consumer Discretionary | 3.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
ARK Innovation ETF
ARKK
$6.6B
| $327K | 0.22% |
+4,250
| New | +$352K |
|
52
ExxonMobil
XOM
$661B
| $317K | 0.21% |
+2,636
| New | +$306K |
|
53
iShares Russell 1000 Growth ETF
IWF
$125B
| $314K | 0.21% |
+2,656
| New | +$315K |
|
54
TJX Companies
TJX
$154B
| $310K | 0.2% |
+2,017
| New | +$298K |
|
55
Interactive Brokers
IBKR
$44.5B
| $309K | 0.2% |
+4,802
| New | +$321K |
|
56
Walt Disney
DIS
$192B
| $286K | 0.19% |
+2,518
| New | +$277K |
|
57
ASML
ASML
$670B
| $281K | 0.19% |
+263
| New | +$274K |
|
58
KLA
KLAC
$240B
| $269K | 0.18% |
+2,210
| New | +$259K |
|
59
GE Aerospace
GE
$363B
| $262K | 0.17% |
+850
| New | +$256K |
|
60
MPLX
MPLX
$59.2B
| $259K | 0.17% |
+4,855
| New | +$253K |
|
61
LPL Financial
LPLA
$28.5B
| $259K | 0.17% |
+724
| New | +$256K |
|
62
RTX Corp
RTX
$283B
| $257K | 0.17% |
+1,404
| New | +$244K |
|
63
iShares Core MSCI Europe ETF
IEUR
$9.52B
| $255K | 0.17% |
+3,599
| New | +$249K |
|
64
GE Vernova
GEV
$247B
| $255K | 0.17% |
+391
| New | +$238K |
|
65
Texas Instruments
TXN
$237B
| $247K | 0.16% |
+1,424
| New | +$244K |
|
66
Intuitive Surgical
ISRG
$131B
| $239K | 0.16% |
+422
| New | +$225K |
|
67
Coca-Cola
KO
$394B
| $239K | 0.16% |
+3,417
| New | +$238K |
|
68
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
| $239K | 0.16% |
+1,744
| New | +$244K |
|
69
Bank of America
BAC
$437B
| $238K | 0.16% |
+4,321
| New | +$228K |
|
70
Abbott
ABT
$201B
| $238K | 0.16% |
+1,896
| New | +$242K |
|
71
W.R. Berkley
WRB
$25.4B
| $236K | 0.16% |
+3,368
| New | +$248K |
|
72
Chevron
CVX
$392B
| $236K | 0.16% |
+1,548
| New | +$236K |
|
73
Thermo Fisher Scientific
TMO
$232B
| $236K | 0.16% |
+407
| New | +$230K |
|
74
Energy Transfer Partners
ET
$72.4B
| $234K | 0.15% |
+14,185
| New | +$236K |
|
75
Netflix
NFLX
$342B
| $232K | 0.15% |
+2,470
| New | +$266K |
|
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Legacy Wealth Advisors's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Legacy Wealth Advisors, which disclosed 86 positions worth $151M. Its ten largest holdings account for 64% of the portfolio.
Its largest position is JPMorgan Ultra-Short Income ETF: 426,150 shares worth $21.6M.
By sector, the portfolio is most concentrated in Financials at 15% of assets, followed by Technology and Communication Services.
- Legacy Wealth Advisors's largest Q4 2025 buy was JPMorgan Ultra-Short Income ETF: 426,150 shares worth $21.6M.
- Legacy Wealth Advisors's ten largest holdings make up 64% of its $151M portfolio in Q4 2025.
- Legacy Wealth Advisors disclosed 86 positions in Q4 2025, its first 13F filing on record.
Based on Legacy Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.