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Legacy Wealth Advisors, LLC
Core
Concentrated trader
CIK: 0002111463 | NORTH MIAMI BEACH, FL
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Q1 2026 vs Q2 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q2 2026
13F-HR
148
$231.0M
2026-08-14
SEC ↗
Q1 2026
13F-HR
109
$196.0M
2026-05-06
SEC ↗
Q4 2025
13F-HR
86
$151.5M
2026-02-17
SEC ↗