13F HOLDINGS REPORT
Legacy Wealth Advisors, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002111463-26-000001
Total Value
$151.5M
Positions
86
Other Managers
0
Confidential Omitted
No
Holdings (86)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 426,150 | $21.6M | 14.23% |
| 2 | ISHARES TR | 46436E718 | 202,329 | $20.3M | 13.41% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 19 | $14.3M | 9.47% |
| 4 | SPDR S&P 500 ETF TR | SPY | 15,474 | $10.6M | 6.97% |
| 5 | AB ACTIVE ETFS INC | 00039J806 | 162,764 | $6.7M | 4.44% |
| 6 | VANGUARD INDEX FDS | 922908769 | 17,554 | $5.9M | 3.89% |
| 7 | APPLE INC | AAPL | 18,038 | $4.9M | 3.24% |
| 8 | SPDR SERIES TRUST | 78468R663 | 47,010 | $4.3M | 2.84% |
| 9 | AB ACTIVE ETFS INC | 00039J103 | 76,523 | $3.9M | 2.55% |
| 10 | NVIDIA CORPORATION | NVDA | 20,566 | $3.8M | 2.53% |
| 11 | MICROSOFT CORP | MSFT | 7,916 | $3.8M | 2.53% |
| 12 | AMAZON COM INC | AMZN | 15,649 | $3.6M | 2.38% |
| 13 | SABLE OFFSHORE CORP | SOC | 362,273 | $3.3M | 2.16% |
| 14 | VANGUARD INDEX FDS | 922908363 | 4,767 | $3.0M | 1.97% |
| 15 | ALPHABET INC | GOOG | 8,477 | $2.7M | 1.75% |
| 16 | BLACKSTONE SECD LENDING FD | BX | 98,830 | $2.6M | 1.72% |
| 17 | ISHARES TR | 464288679 | 17,029 | $1.9M | 1.24% |
| 18 | META PLATFORMS INC | META | 2,498 | $1.6M | 1.09% |
| 19 | ISHARES TR | 46434V621 | 23,617 | $1.6M | 1.08% |
| 20 | ORACLE CORP | ORCL-PD | 7,245 | $1.4M | 0.93% |
| 21 | SCHWAB STRATEGIC TR | 808524300 | 42,866 | $1.4M | 0.92% |
| 22 | BROADCOM INC | AVGO | 3,761 | $1.3M | 0.86% |
| 23 | VANGUARD TAX-MANAGED FDS | 921943858 | 18,499 | $1.2M | 0.76% |
| 24 | FRONTLINE PLC | FRO | 50,453 | $1.1M | 0.73% |
| 25 | SELECT SECTOR SPDR TR | 81369Y506 | 22,048 | $985,764 | 0.65% |
| 26 | ALPHABET INC | GOOG | 3,121 | $979,370 | 0.65% |
| 27 | SIMPLIFY EXCHANGE TRADED FUN | 82889N525 | 19,158 | $965,765 | 0.64% |
| 28 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,879 | $944,480 | 0.62% |
| 29 | KAYNE ANDERSON BDC INC | KBDC | 59,089 | $846,155 | 0.56% |
| 30 | AB ACTIVE ETFS INC | 00039J202 | 33,323 | $840,073 | 0.55% |
| 31 | JPMORGAN CHASE & CO. | VYLD | 2,317 | $746,584 | 0.49% |
| 32 | VISA INC | V | 2,117 | $742,454 | 0.49% |
| 33 | TESLA INC | TSLA | 1,597 | $718,203 | 0.47% |
| 34 | ELI LILLY & CO | LLY | 596 | $640,510 | 0.42% |
| 35 | VANGUARD WHITEHALL FDS | 921946406 | 4,408 | $632,637 | 0.42% |
| 36 | BLACKSKY TECHNOLOGY INC | BKSY-WT | 31,827 | $596,757 | 0.39% |
| 37 | VANGUARD WORLD FD | 92204A884 | 2,981 | $577,212 | 0.38% |
| 38 | VANGUARD WORLD FD | 92204A702 | 756 | $569,858 | 0.38% |
| 39 | VANGUARD INTL EQUITY INDEX F | 922042775 | 7,434 | $546,846 | 0.36% |
| 40 | MASTERCARD INCORPORATED | MA | 952 | $543,478 | 0.36% |
| 41 | INVESCO QQQ TR | IVZ | 830 | $509,878 | 0.34% |
| 42 | UNITEDHEALTH GROUP INC | UNH | 1,416 | $467,436 | 0.31% |
| 43 | WALMART INC | WMT | 3,503 | $390,270 | 0.26% |
| 44 | WELLS FARGO CO NEW | 949746101 | 4,111 | $383,146 | 0.25% |
| 45 | J P MORGAN EXCHANGE TRADED F | 46641Q217 | 5,799 | $382,213 | 0.25% |
| 46 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,238 | $376,216 | 0.25% |
| 47 | JOHNSON & JOHNSON | JNJ | 1,802 | $372,924 | 0.25% |
| 48 | SPDR INDEX SHS FDS | 78463X509 | 7,840 | $366,991 | 0.24% |
| 49 | SELECT SECTOR SPDR TR | 81369Y605 | 6,535 | $357,922 | 0.24% |
| 50 | PROGRESSIVE CORP | 743315103 | 1,486 | $338,392 | 0.22% |
| 51 | ARK ETF TR | 00214Q104 | 4,250 | $326,910 | 0.22% |
| 52 | EXXON MOBIL CORP | XOM | 2,636 | $317,217 | 0.21% |
| 53 | ISHARES TR | 464287614 | 664 | $314,272 | 0.21% |
| 54 | TJX COS INC NEW | 872540109 | 2,017 | $309,832 | 0.20% |
| 55 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 4,802 | $308,817 | 0.20% |
| 56 | DISNEY WALT CO | 254687106 | 2,518 | $286,473 | 0.19% |
| 57 | ASML HOLDING N V | ASMLF | 263 | $281,374 | 0.19% |
| 58 | KLA CORP | KLAC | 221 | $268,533 | 0.18% |
| 59 | GE AEROSPACE | 369604301 | 850 | $261,826 | 0.17% |
| 60 | MPLX LP | MPLXP | 4,855 | $259,112 | 0.17% |
| 61 | LPL FINL HLDGS INC | 50212V100 | 724 | $258,592 | 0.17% |
| 62 | RTX CORPORATION | RTX | 1,404 | $257,494 | 0.17% |
| 63 | ISHARES TR | 46434V738 | 3,599 | $255,458 | 0.17% |
| 64 | GE VERNOVA INC | GEV | 391 | $255,220 | 0.17% |
| 65 | TEXAS INSTRS INC | 882508104 | 1,424 | $247,050 | 0.16% |
| 66 | INTUITIVE SURGICAL INC | ISRG | 422 | $239,004 | 0.16% |
| 67 | COCA COLA CO | KO | 3,417 | $238,883 | 0.16% |
| 68 | ISHARES TR | 464287481 | 1,744 | $238,824 | 0.16% |
| 69 | BANK AMERICA CORP | 060505104 | 4,321 | $237,655 | 0.16% |
| 70 | ABBOTT LABS | ABLZF | 1,896 | $237,550 | 0.16% |
| 71 | BERKLEY W R CORP | WRB-PH | 3,368 | $236,165 | 0.16% |
| 72 | CHEVRON CORP NEW | CVX | 1,548 | $235,931 | 0.16% |
| 73 | THERMO FISHER SCIENTIFIC INC | TMO | 407 | $235,837 | 0.16% |
| 74 | ENERGY TRANSFER L P | ET-PI | 14,185 | $233,911 | 0.15% |
| 75 | NETFLIX INC | NFLX | 2,470 | $231,588 | 0.15% |
| 76 | HOME DEPOT INC | HD | 655 | $225,386 | 0.15% |
| 77 | ABBVIE INC | ABBV | 970 | $221,636 | 0.15% |
| 78 | ALLEGION PLC | ALLE | 1,383 | $220,202 | 0.15% |
| 79 | CISCO SYS INC | CSCO | 2,837 | $218,535 | 0.14% |
| 80 | ZURN ELKAY WATER SOLNS CORP | 98983L108 | 4,566 | $212,274 | 0.14% |
| 81 | SCHWAB CHARLES CORP | SCHW-PJ | 2,107 | $210,511 | 0.14% |
| 82 | QUALCOMM INC | QCOM | 1,201 | $205,432 | 0.14% |
| 83 | J P MORGAN EXCHANGE TRADED F | 46641Q225 | 2,204 | $204,972 | 0.14% |
| 84 | ENTERPRISE PRODS PARTNERS L | 293792107 | 6,312 | $202,363 | 0.13% |
| 85 | CATERPILLAR INC | CAT | 353 | $202,224 | 0.13% |
| 86 | SERVICENOW INC | NOW | 1,310 | $200,679 | 0.13% |