Legacy Advisors 13F Holdings & Latest Moves

13F filer · Latest filing Oct 19, 2026

Latest 13F moves (filed Oct 19, 2026): 5 new positions, 15 added, 23 reduced, 8 sold out. Largest change by value: reduced $QLTY ($145.15M held).

New positions
5
Added / reduced
15 / 23
Sold out
8

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VOO Added +32.96K (+29.97%) 142.92K $100.16M —
$IJR Added +39.90K (+11.35%) 391.43K $53.25M —
$SPY Added +5.74K (+13.57%) 48.01K $36.62M —
$IVV Added +7.28K (+18.67%) 46.29K $35.45M —
$MTZ Added +23.19K (+18.68%) 147.37K $31.48M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$QLTY Reduced -45.74K (-1.33%) 3.39M $145.15M —
$AAPL Reduced -4.32K (-2.88%) 145.46K $48.44M —
$META Reduced -1.23K (-3.66%) 32.45K $23.53M —
$GOOGL Reduced -5.41K (-8.17%) 60.82K $20.93M —
$MSFT Reduced -5.16K (-13.71%) 32.49K $16.67M —

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$INFO New +100.22K 100.22K $2.81M —
$XOM New +7.42K 7.42K $1.21M —
$QNBC New +25.85K 25.85K $1.18M —
$EMXC New +10.76K 10.76K $1.07M —
$SPDW New +10.68K 10.68K $536.34K —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VOO Added +32.96K (+29.97%) 142.92K $100.16M —
$IJR Added +39.90K (+11.35%) 391.43K $53.25M —
$SPY Added +5.74K (+13.57%) 48.01K $36.62M —
$IVV Added +7.28K (+18.67%) 46.29K $35.45M —
$MTZ Added +23.19K (+18.68%) 147.37K $31.48M —
$GQGU Added +45.22K (+4.72%) 1M $26.52M —
$IWF Added +8.37K (+13.06%) 72.41K $9.07M —
$APH Added +31.78K (+167.03%) 50.80K $4.28M —
$IXUS Added +32.19K (+472.61%) 38.99K $3.70M —
$BSV Added +14.14K (+132.81%) 24.79K $1.89M —
$MCO Added +2.03K (+298.97%) 2.71K $1.23M —
$VEA Added +7.61K (+84.69%) 16.60K $1.17M —
$CME Added +2.86K (+274.88%) 3.90K $1.02M —
$MSCI Added +1.16K (+294.18%) 1.56K $838.70K Read
$CRWD Added +2.32K (+299.36%) 3.10K $820.44K —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$QLTY Reduced -45.74K (-1.33%) 3.39M $145.15M —
$AAPL Reduced -4.32K (-2.88%) 145.46K $48.44M —
$META Reduced -1.23K (-3.66%) 32.45K $23.53M —
$GOOGL Reduced -5.41K (-8.17%) 60.82K $20.93M —
$MSFT Reduced -5.16K (-13.71%) 32.49K $16.67M —
$NVDA Reduced -7.59K (-10.18%) 66.97K $15.31M —
$AMZN Reduced -18.18K (-24.61%) 55.66K $13.87M —
$VTI Reduced -6.33K (-15.41%) 34.75K $13M —
$VXUS Reduced -31.83K (-23.13%) 105.74K $8.98M —
$GOOG Reduced -2.52K (-8.49%) 27.20K $8.43M —
$JNJ Reduced -17.60K (-47.66%) 19.33K $5.12M —
$TSLA Reduced -1.76K (-11.93%) 13.04K $4.62M —
$JPM Reduced -10.33K (-54.96%) 8.47K $2.80M —
$VUG Reduced -17.28K (-42.22%) 23.64K $2.13M —
$XLV Reduced -2.97K (-23.10%) 9.88K $1.66M —
$HD Reduced -2.69K (-39.27%) 4.16K $1.18M —
$PNC Reduced -4.07K (-43.44%) 5.30K $1.18M —
$ABBV Reduced -12.15K (-73.41%) 4.40K $1.15M —
$CVX Reduced -2.65K (-34.10%) 5.13K $1.05M —
$ABT Reduced -11.81K (-63.12%) 6.90K $681.71K —
$PFE Reduced -30.66K (-75.55%) 9.93K $283.08K —
$PEP Reduced -13.07K (-86.84%) 1.98K $250.91K —
$MCD Reduced -13.31K (-92.74%) 1.04K $240.87K —

Sold out positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VCIT Sold out -12.30K — — —
$UPS Sold out -5.38K — — Read
$SYK Sold out -1.58K — — —
$NSC Sold out -4.98K — — —
$IEF Sold out -23.56K — — —
$EMR Sold out -9.04K — — —
$CB Sold out -2.01K — — Read
$AMTM Sold out -9.07M — — —

All tracked 13F moves by Legacy Advisors

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$QLTY Reduced -45.74K (-1.33%) 3.39M $145.15M —
$META Reduced -1.23K (-3.66%) 32.45K $23.53M —
$AAPL Reduced -4.32K (-2.88%) 145.46K $48.44M —
$GOOGL Reduced -5.41K (-8.17%) 60.82K $20.93M —
$GOOG Reduced -2.52K (-8.49%) 27.20K $8.43M —
$SPDW New +10.68K 10.68K $536.34K —
$QNBC New +25.85K 25.85K $1.18M —
$EMXC New +10.76K 10.76K $1.07M —
$INFO New +100.22K 100.22K $2.81M —
$XOM New +7.42K 7.42K $1.21M —
$VXUS Reduced -31.83K (-23.13%) 105.74K $8.98M —
$VTI Reduced -6.33K (-15.41%) 34.75K $13M —
$VUG Reduced -17.28K (-42.22%) 23.64K $2.13M —
$VCIT Sold out -12.30K — — —
$UPS Sold out -5.38K — — Read
$PNC Reduced -4.07K (-43.44%) 5.30K $1.18M —
$HD Reduced -2.69K (-39.27%) 4.16K $1.18M —
$TSLA Reduced -1.76K (-11.93%) 13.04K $4.62M —
$SYK Sold out -1.58K — — —
$XLV Reduced -2.97K (-23.10%) 9.88K $1.66M —
$PFE Reduced -30.66K (-75.55%) 9.93K $283.08K —
$PEP Reduced -13.07K (-86.84%) 1.98K $250.91K —
$NVDA Reduced -7.59K (-10.18%) 66.97K $15.31M —
$NSC Sold out -4.98K — — —
$MSFT Reduced -5.16K (-13.71%) 32.49K $16.67M —
$MCD Reduced -13.31K (-92.74%) 1.04K $240.87K —
$JPM Reduced -10.33K (-54.96%) 8.47K $2.80M —
$JNJ Reduced -17.60K (-47.66%) 19.33K $5.12M —
$IEF Sold out -23.56K — — —
$EMR Sold out -9.04K — — —
$CB Sold out -2.01K — — Read
$CVX Reduced -2.65K (-34.10%) 5.13K $1.05M —
$AMTM Sold out -9.07M — — —
$AMZN Reduced -18.18K (-24.61%) 55.66K $13.87M —
$ABBV Reduced -12.15K (-73.41%) 4.40K $1.15M —
$ABT Reduced -11.81K (-63.12%) 6.90K $681.71K —
$VOO Added +32.96K (+29.97%) 142.92K $100.16M —
$VEA Added +7.61K (+84.69%) 16.60K $1.17M —
$SPY Added +5.74K (+13.57%) 48.01K $36.62M —
$MSCI Added +1.16K (+294.18%) 1.56K $838.70K Read
$MCO Added +2.03K (+298.97%) 2.71K $1.23M —
$MTZ Added +23.19K (+18.68%) 147.37K $31.48M —
$IXUS Added +32.19K (+472.61%) 38.99K $3.70M —
$IWF Added +8.37K (+13.06%) 72.41K $9.07M —
$IJR Added +39.90K (+11.35%) 391.43K $53.25M —
$IVV Added +7.28K (+18.67%) 46.29K $35.45M —
$GQGU Added +45.22K (+4.72%) 1M $26.52M —
$CRWD Added +2.32K (+299.36%) 3.10K $820.44K —
$CME Added +2.86K (+274.88%) 3.90K $1.02M —
$BSV Added +14.14K (+132.81%) 24.79K $1.89M —
$APH Added +31.78K (+167.03%) 50.80K $4.28M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Legacy Advisors holds or traded

Frequently asked questions

What did Legacy Advisors buy and sell in its latest 13F?

It opened or added to $VOO, $IJR, $SPY, $IVV and $MTZ; it cut or exited $QLTY, $AAPL, $META, $GOOGL and $MSFT.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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