Legacy Advisors, LLC has disclosed its latest investment positions through a 13F-HR filing, revealing a total of $1,050,179,911 in holdings as of September 30, 2026. This significant amount underscores the firm’s active role in the financial services sector and its strategic investment choices.
The filing, submitted on October 19, 2026, provides insights into the firm’s investment strategies and highlights major positions in well-known companies. Among the notable investments are:
- Apple Inc. - $48,441,413
- Amazon.com Inc. - $13,868,998
- Alphabet Inc. - $29,927,701
- Microsoft Corp. - $10,000,000
- Bank of America Corp. - $2,026,053
These investments reflect Legacy Advisors’ focus on technology and financial services, sectors that continue to show robust growth potential. The firm’s holdings also include significant shares in companies across various industries, from healthcare to consumer goods, indicating a diversified investment approach.
Background
Legacy Advisors, LLC is a financial services firm based in Plymouth Meeting, Pennsylvania. The company operates under the Central Index Key (CIK) 0001720969 and has been active in filing various reports with the SEC, including the 13F-HR forms that detail its investment holdings. The firm primarily engages in asset management, focusing on equity investments.
Recent filings from Legacy Advisors include:
- October 19, 2026 - 13F-HR
- August 20, 2026 - N-PX
- July 24, 2026 - 13F-HR
- May 5, 2026 - 13F-HR
- January 27, 2026 - 13F-HR
What the Filing Says
The 13F-HR filing indicates that Legacy Advisors held a total of 318 positions. The firm has reported a total value of its holdings at over $1 billion, specifically $1,050,179,911. This figure reflects the market value of the firm’s equity holdings as of the reporting date.
Impact
This filing may have implications for investors and stakeholders in the financial services sector. By revealing its investment strategies and the companies it believes will perform well, Legacy Advisors could influence market perceptions and investment decisions among its peers and competitors. The firm’s focus on major tech companies may also signal trends in investor sentiment towards growth-oriented sectors.
What's Next
The filing does not specify what actions Legacy Advisors may take next in response to this report or any upcoming changes in their investment strategies. Investors and analysts will be watching closely for future filings to gauge the firm’s ongoing investment approach.