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LWA
Legacy Wealth Advisors Portfolio holdings
AUM
$231M
This Fund
S&P 500
This Quarter
Est. Return
+12.81%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$231M
AUM Growth
+$35.1M
(+18%)
Cap. Flow
+$22.1M
Cap. Flow
% of AUM
9.58%
Top 10 Holdings %
Top 10 Hldgs %
59.19%
Holding
155
New
46
Increased
66
Reduced
20
Closed
7
Avg Time Held
1.2
quarters
Top 10 Avg Time Held
1.6
quarters
Top 20 Avg Time Held
1.5
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$6.09M |
| 2 |
AB Tax-Aware Short Duration Municipal ETF
TAFI
|
+$2.51M |
| 3 |
SPCX
SpaceX
SPCX
|
+$2.34M |
| 4 |
NVIDIA
NVDA
|
+$1.56M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.38M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$4.31M |
| 2 |
AB Ultra Short Income ETF
YEAR
|
+$2.9M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.74M |
| 4 |
Oracle
ORCL
|
+$878K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$515K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 56.89% |
| 2 | Technology | 15.42% |
| 3 | Financials | 11.14% |
| 4 | Communication Services | 4.07% |
| 5 | Consumer Discretionary | 3.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
126
Vertex Pharmaceuticals
VRTX
$129B
| $239K | 0.1% |
+481
| New | +$213K |
2026 Q2
0 quarters
|
|
127
HSBC
HSBC
$318B
| $239K | 0.1% |
+2,512
| New | +$229K |
2026 Q2
0 quarters
|
|
128
Abbott
ABT
$172B
| $234K | 0.1% |
2,584
+609
| +31% | +$55.6K |
2025 Q4
2 quarters
|
|
129
Motorola Solutions
MSI
$73.5B
| $234K | 0.1% |
+564
| New | +$236K |
2026 Q2
0 quarters
|
|
130
Verizon
VZ
$173B
| $232K | 0.1% |
+5,484
| New | +$257K |
2026 Q2
0 quarters
|
|
131
Enterprise Products Partners
EPD
$77.9B
| $232K | 0.1% |
6,312
| – | – |
2025 Q4
2 quarters
|
|
132
RBC Bearings
RBC
$15.9B
| $231K | 0.1% |
+358
| New | +$213K |
2026 Q2
0 quarters
|
|
133
Carrier Global
CARR
$45.8B
| $228K | 0.1% |
+3,113
| New | +$203K |
2026 Q2
0 quarters
|
|
134
CSX Corp
CSX
$87.5B
| $226K | 0.1% |
+4,746
| New | +$214K |
2026 Q2
0 quarters
|
|
135
General Motors
GM
$72.6B
| $223K | 0.1% |
+2,898
| New | +$228K |
2026 Q2
0 quarters
|
|
136
Stryker
SYK
$106B
| $222K | 0.1% |
+706
| New | +$222K |
2026 Q2
0 quarters
|
|
137
Sunoco
SUN
$14.2B
| $222K | 0.1% |
3,284
| – | – |
2026 Q1
1 quarter
|
|
138
AstraZeneca
AZN
$247B
| $219K | 0.09% |
1,172
-322
| -22% | -$60.6K |
2026 Q1
1 quarter
|
|
139
T-Mobile US
TMUS
$159B
| $219K | 0.09% |
+1,303
| New | +$247K |
2026 Q2
0 quarters
|
|
140
American Electric Power
AEP
$66.9B
| $218K | 0.09% |
+1,594
| New | +$210K |
2026 Q2
0 quarters
|
|
141
Cloudflare
NET
$129B
| $216K | 0.09% |
+879
| New | +$192K |
2026 Q2
0 quarters
|
|
142
Zebra Technologies
ZBRA
$18.3B
| $214K | 0.09% |
+811
| New | +$191K |
2026 Q2
0 quarters
|
|
143
Boeing
BA
$150B
| $211K | 0.09% |
+975
| New | +$217K |
2026 Q2
0 quarters
|
|
144
NextEra Energy
NEE
$161B
| $207K | 0.09% |
+2,356
| New | +$213K |
2026 Q2
0 quarters
|
|
145
Qualcomm
QCOM
$187B
| $203K | 0.09% |
+1,099
| New | +$206K |
2026 Q2
0 quarters
|
|
146
Western Digital
WDC
$149B
| $201K | 0.09% |
+315
| New | +$153K |
2026 Q2
0 quarters
|
|
147
Haleon
HLN
$41B
| $102K | 0.04% |
+10,943
| New | +$102K |
2026 Q2
0 quarters
|
|
148
Lloyds Banking Group
LYG
$77.6B
| $79.1K | 0.03% |
+13,569
| New | +$73.6K |
2026 Q2
0 quarters
|
|
149
BlackSky Technology
BKSY
$856M
| – | – |
-10,000
| Closed | -$252K | – |
|
150
Salesforce
CRM
$189B
| – | – |
-1,138
| Closed | -$212K | – |
|
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Legacy Wealth Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Legacy Wealth Advisors held 155 positions worth $231M, up 18% from $196M the previous quarter. Its ten largest holdings account for 59% of the portfolio.
Legacy Wealth Advisors deployed $22.1M of net new capital in Q2 2026, opening 46 new positions and adding to 66 existing holdings. Its largest new stake was SpaceX: 13,790 shares worth $2.36M.
By sector, the portfolio is most concentrated in Miscellaneous at 57% of assets, down from 65% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $4.31M trimmed.
- Legacy Wealth Advisors's largest Q2 2026 buy was SpaceX: 13,790 shares worth $2.36M.
- Legacy Wealth Advisors added most to iShares 0-3 Month Treasury Bond ETF in Q2 2026, an estimated $6.09M increase.
- Legacy Wealth Advisors's biggest Q2 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $4.31M.
- Legacy Wealth Advisors fully exited Netflix in Q2 2026, selling an estimated $335K.
- Legacy Wealth Advisors's ten largest holdings make up 59% of its $231M portfolio in Q2 2026.
- Legacy Wealth Advisors opened 46 new positions and closed 7 in Q2 2026.
- Legacy Wealth Advisors's portfolio value rose 18% quarter-over-quarter to $231M.
Based on Legacy Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.