Filed: 2/14/2025ACC: 0001667731-25-000263
📋 What this filing means
LEGACY ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 410 equity positions with a total reported market value of $1.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
410
Positions
$1.03B
Total AUM (reported)
10.56M
Total Shares
Allocation by class
COM$516.72M50.1%
CL A$124.41M12.1%
JENSEN QUALITY$44.61M4.3%
RUS 1000 ETF$29.30M2.8%
CORE S&P SCP ETF$23.58M2.3%
TR UNIT$22.82M2.2%
CORE S&P500 ETF$22.66M2.2%
Portfolio Concentration
Top 3$230.63M22.4%
4–10$189.19M18.4%
11–25$177.07M17.2%
Rest$433.69M42.1%
Top 3 weight
22.4%
Top 10 weight
40.7%
Voting Authority Distribution
Total shares with voting rights: 10.56M
Sole
Full voting authority
10.56M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole410
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings410
Rows:
MASTEC INC
SOLEShares818.65K
TypeSH
Market value$111.45M
10.81%
Sole
818.65K
Shared
0.00
None
0.00
VERTEX INC
SOLEShares1.40M
TypeSH
Market value$74.57M
7.24%
Sole
1.40M
Shared
0.00
None
0.00
TRUST FOR PROFESSIONAL MANAG
SOLEShares1.72M
TypeSH
Market value$44.61M
4.33%
Sole
1.72M
Shared
0.00
None
0.00
APPLE INC
SOLEShares172.41K
TypeSH
Market value$43.18M
4.19%
Sole
172.41K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares90.96K
TypeSH
Market value$29.30M
2.84%
Sole
90.96K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares61.77K
TypeSH
Market value$26.04M
2.53%
Sole
61.77K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares204.66K
TypeSH
Market value$23.58M
2.29%
Sole
204.66K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares38.93K
TypeSH
Market value$22.82M
2.21%
Sole
38.93K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares38.50K
TypeSH
Market value$22.66M
2.20%
Sole
38.50K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares36.91K
TypeSH
Market value$21.61M
2.10%
Sole
36.91K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares228.53K
TypeSH
Market value$20.20M
1.96%
Sole
228.53K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares87.26K
TypeSH
Market value$19.14M
1.86%
Sole
87.26K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares119K
TypeSH
Market value$15.98M
1.55%
Sole
119K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares79.60K
TypeSH
Market value$15.07M
1.46%
Sole
79.60K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares52.28K
TypeSH
Market value$12.16M
1.18%
Sole
52.28K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares25.95K
TypeSH
Market value$11.76M
1.14%
Sole
25.95K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares21.68K
TypeSH
Market value$11.68M
1.13%
Sole
21.68K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares34.40K
TypeSH
Market value$9.94M
0.96%
Sole
34.40K
Shared
0.00
None
0.00
SPDR S&P MIDCAP 400 ETF TR
SOLEShares17.07K
TypeSH
Market value$9.72M
0.94%
Sole
17.07K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares18.88K
TypeSH
Market value$9.65M
0.94%
Sole
18.88K
Shared
0.00
None
0.00
BENTLEY SYS INC
SOLEShares193.18K
TypeSH
Market value$9.02M
0.88%
Sole
193.18K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares46.01K
TypeSH
Market value$8.29M
0.80%
Sole
46.01K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares238.36K
TypeSH
Market value$8.24M
0.80%
Sole
238.36K
Shared
0.00
None
0.00
TESLA INC
SOLEShares19.94K
TypeSH
Market value$8.22M
0.80%
Sole
19.93K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares55.19K
TypeSH
Market value$7.98M
0.77%
Sole
55.19K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTEC INCSOLE | COM | 818.65K | SH | $111.45M 10.81% | 818.65K | 0.00 | 0.00 |
VERTEX INCSOLE | CL A | 1.40M | SH | $74.57M 7.24% | 1.40M | 0.00 | 0.00 |
TRUST FOR PROFESSIONAL MANAGSOLE | JENSEN QUALITY | 1.72M | SH | $44.61M 4.33% | 1.72M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 172.41K | SH | $43.18M 4.19% | 172.41K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 90.96K | SH | $29.30M 2.84% | 90.96K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 61.77K | SH | $26.04M 2.53% | 61.77K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 204.66K | SH | $23.58M 2.29% | 204.66K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 38.93K | SH | $22.82M 2.21% | 38.93K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 38.50K | SH | $22.66M 2.20% | 38.50K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 36.91K | SH | $21.61M 2.10% | 36.91K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 228.53K | SH | $20.20M 1.96% | 228.53K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 87.26K | SH | $19.14M 1.86% | 87.26K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 119K | SH | $15.98M 1.55% | 119K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 79.60K | SH | $15.07M 1.46% | 79.60K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 52.28K | SH | $12.16M 1.18% | 52.28K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 25.95K | SH | $11.76M 1.14% | 25.95K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 21.68K | SH | $11.68M 1.13% | 21.68K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 100 ETF | 34.40K | SH | $9.94M 0.96% | 34.40K | 0.00 | 0.00 |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 17.07K | SH | $9.72M 0.94% | 17.07K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 18.88K | SH | $9.65M 0.94% | 18.88K | 0.00 | 0.00 |
BENTLEY SYS INCSOLE | COM CL B | 193.18K | SH | $9.02M 0.88% | 193.18K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 46.01K | SH | $8.29M 0.80% | 46.01K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 238.36K | SH | $8.24M 0.80% | 238.36K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 19.94K | SH | $8.22M 0.80% | 19.93K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 55.19K | SH | $7.98M 0.77% | 55.19K | 0.00 | 0.00 |
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