Legacy Advisors, LLC
Annual return '25
+12.5%
SPY '25
+17.7%
Alpha
-5.3ptsvs SPY
Invested
$848.2M
Holdings
277
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$QLTY
GMO ETF TRUST
Q4 2025: Exited (was 3.15M shares)
15.1%
02
$IJR
ISHARES TR
Q4 2025: Exited (was 224.6k shares)
4.5%
03
$IVV
ISHARES TR
Q4 2025: Exited (was 38.4k shares)
4.4%
04
$IWB
ISHARES TR
Q4 2025: Exited (was 89.6k shares)
3.8%
05
$AAPL
APPLE INC
Q4 2025: Exited (was 117.3k shares)
3.7%
06
$MTZ
MASTEC INC
Q4 2025: Exited (was 380.7k shares)
3.6%
07
$VOO
VANGUARD INDEX FDS
Q4 2025: Exited (was 17.4k shares)
3.5%
08
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Sold 54.2% (39.7k → 18.2k shares)
3.1%
09
$GQGU
ADVISORS INNER CIRCLE FD III
Q4 2025: Exited (was 133.8k shares)
3.0%
10
$IWR
ISHARES TR
Q4 2025: Exited (was 216.9k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:11 UTC.