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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% |
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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.