13F HOLDINGS REPORT
Legacy Advisors, LLC
Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0001085146-25-004647
Total Value
$6.3M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | 2023 ETF SERIES TRUST II | 90139K100 | 89,183 | $2.6M | 41.13% |
| 2 | VERTEX INC | VERX | 47,482 | $1.3M | 21.23% |
| 3 | MASTEC INC | MTZ | 109,695 | $643,638 | 10.17% |
| 4 | FULTON FINL CORP PA | 360271100 | 5,071 | $281,104 | 4.44% |
| 5 | DIMENSIONAL ETF TRUST | 25434V708 | 8,543 | $238,363 | 3.77% |
| 6 | ISHARES TR | 464287499 | 20,593 | $223,915 | 3.54% |
| 7 | ISHARES TR | 464287804 | 24,304 | $222,379 | 3.51% |
| 8 | BENTLEY SYS INC | BSY | 10,458 | $193,777 | 3.06% |
| 9 | APPLE INC | AAPL | 24,312 | $118,498 | 1.87% |
| 10 | UBER TECHNOLOGIES INC | UBER | 10,188 | $109,191 | 1.73% |
| 11 | ISHARES TR | 464287622 | 30,467 | $89,722 | 1.42% |
| 12 | AMAZON COM INC | AMZN | 12,511 | $57,027 | 0.90% |
| 13 | SELECT SECTOR SPDR TR | 81369Y803 | 12,995 | $51,318 | 0.81% |
| 14 | SPDR S&P 500 ETF TR | SPY | 24,517 | $39,681 | 0.63% |
| 15 | ISHARES TR | 464287200 | 24,030 | $38,702 | 0.61% |
| 16 | META PLATFORMS INC | META | 20,693 | $28,036 | 0.44% |
| 17 | MICROSOFT CORP | MSFT | 12,310 | $24,748 | 0.39% |
| 18 | VANGUARD INDEX FDS | 922908363 | 12,896 | $22,634 | 0.36% |