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Legacy Advisors, LLC
Legacy Advisors, LLC is a SEC-registered investment adviser headquartered in Plymouth Meeting, Pennsylvania, founded in 2011. The firm provides tailored investment advisory and financial planning services to a broad base of retail and high net worth clients, with 38 employees, including investment professionals and brokers. The company focuses on building trusting relationships and crafting objective-based plans for individuals, families, and a select set of organizations.
Investment Strategy
Legacy Advisors, LLC offers discretionary and non-discretionary portfolio management and financial planning for its clients. Their approach emphasizes tailored advice based on each client's objectives, ongoing monitoring of client accounts, and a disciplined process. Investment strategies are developed to suit individual client goals, blending traditional and non-traditional investments, with frequent review and plan updates in response to life and market changes. The firm is committed to acting as a fiduciary, with transparent fees and a focus on client best interests.
Latest 13F Filing Activity
Legacy Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 18 equity positions with a total 13F market value of $6B. The fund increased holdings in 2023 Etf Series Trust II, Vertex Inc., Mastec Inc. among other positions. Legacy Advisors, LLC reduced exposure to Trust for Professional Manag, Berkshire Hathaway Inc. Del, Nvidia Corporation among others.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QLTY | 2023 ETF SERIES TRUST II | 41.13% | $2.60B | 89,183 | $34.26 | $34.26 | +$2.60B |
V VERX | VERTEX INC | 21.23% | $1.34B | 47,482 | $26.54 | $35.34 | +$1.30B |
M MTZ | MASTEC INC | 10.17% | $643.6M | 109,695 | $90.04 | $170.43 | +$553.0M |
F FULT | FULTON FINL CORP PA | 4.44% | $281.1M | 5,071 | $18.22 | $18.04 | +$276.0M |
D DFAC | DIMENSIONAL ETF TRUST | 3.77% | $238.4M | 8,543 | $34.29 | $35.84 | +$238.3M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | Boston, MA , United States | |
 | Investment Strategist and Portfolio Manager | New York, NY , United States | |
 | Portfolio Analyst | Plymouth Meeting, PA , United States | |
J Jared Uribe-Sullivan | Investment Analyst, Portfolio Manager | Conshohocken, PA , United States |
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