SEC Form 13F

Legacy Wealth Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$231,035,101
Positions148

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRSGOV0-3 MTH TREASURY$53,130,832527,772
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$15,850,257313,432
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$15,395,27720,605
BERKSHIRE HATHAWAY INC DELBRK.ACL A$14,228,15019
APPLE INCAAPLCOM$7,251,94125,062
NVIDIA CORPORATIONNVDACOM$7,157,62035,772
AB ACTIVE ETFS INCBUFCCONSERVATIVE$6,912,676162,428
VANGUARD INDEX FDSVTITOTAL STK MKT$6,673,72918,035
AMAZON COM INCAMZNCOM$5,093,56521,371
ALPHABET INCGOOGLCAP STK CL A$5,064,64814,172

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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