Titelia

Holdings of Legacy Advisors, LLC

257 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 47.9 % of the equity sleeve

Sector breakdown

  • Funds 20.4 %
  • Technology 8.9 %
  • Industrials 6.3 %
  • Communication 6.2 %
  • Consumer discretionary 4.1 %
  • Financials 3.7 %
  • Health care 3.2 %
  • Consumer staples 1.0 %
  • Energy 0.7 %
  • Real estate 0.2 %
  • Utilities 0.1 %
  • Materials 0.1 %
  • Unattributed 44.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.4 %
  • TW 0.4 %
  • NL 0.1 %
  • JP 0.0 %
  • IN 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US253808.4M $99.44 %
2TW13.2M $0.40 %
3NL1933.8K $0.11 %
4JP1315.3K $0.04 %
5IN129.9K $0.00 %

Positions

RankCompanySharesValueWeight
1GMO US Quality ETF 3,529,734127.9M $
2iShares Core S&P Small-Cap ETF 304,00237.8M $
3iShares Core S&P 500 ETF 56,72237.1M $
4iShares Trust 89,26731.8M $
5Apple Inc 121,99531M $
6MasTec Inc 93,95330.2M $
7Vanguard S&P 500 ETF 50,36030.1M $
8State Street SPDR S&P 500 ETF Trust 39,92426M $
9iShares Trust 212,09820.6M $
10Meta Platforms Inc 29,15616.7M $
11Alphabet Inc 56,77716.3M $
12Vertex Inc 1,343,77916M $
13SELECT SECTOR SPDR TRUST (THE) 102,67813.6M $
14Vanguard Total Stock Market ETF 41,25613.2M $
15Amazon.com Inc 61,84012.9M $
16Microsoft Corp 32,54712M $
17Berkshire Hathaway Inc 23,29111.2M $
18NVIDIA Corp 57,10010M $
19State Street SPDR S&P MidCap 400 ETF Trust 15,9329.8M $
20Invesco QQQ Trust Series 1 16,8529.7M $
21Dimensional ETF Trust 238,3639.3M $
22Amentum Holdings Inc 9,064,2789.1M $
23Vanguard Total International S 115,1718.9M $
24Ishares S&p 100 Etf 27,4188.7M $
25Johnson & Johnson 35,3338.6M $
26Vanguard Whitehall Funds 86,7788.2M $
27Alphabet Inc 29,3367.7M $
28Uber Technologies Inc 100,0237.2M $
29iShares Russell 1000 Growth ETF 16,0116.8M $
30Bentley Systems Inc 194,3256.8M $
31Schwab US Dividend Equity ETF 207,5326.4M $
32Fulton Financial Corp 281,1045.7M $
33Tesla Inc 14,2505.3M $
34Vanguard High Dividend Yield E 34,8755.2M $
35JPMorgan Chase & Co 16,7774.9M $
36ROBLOX Corp 87,1184.9M $
37Enterprise Products Partners LP 118,2294.5M $
38McDonald's Corp. 13,2894.1M $
39Vanguard Mid-Cap ETF 12,7093.6M $
40SPDR Gold Shares 7,7863.4M $
41AbbVie Inc 15,2273.3M $
42MercadoLibre Inc 1,8833.3M $
43Taiwan Semiconductor Manufacturing Co Ltd 9,5443.2M $
44State Street SPDR S&P Dividend ETF 21,5703.1M $
45Exxon Mobil Corp 18,3893.1M $
46Vanguard Small-Cap ETF 9,7842.6M $
47Select Sector Spdr Trust 31,2412.6M $
48Broadcom Inc 8,0252.5M $
49Williams Cos Inc/The 31,6522.3M $
50Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 18,0772.3M $
51Vanguard Growth ETF 5,1202.2M $
52Costco Wholesale Corp 2,1362.1M $
53HCA Healthcare Inc 4,1502M $
54Energy Transfer LP 101,7472M $
55Vanguard Large-Cap ETF 6,5031.9M $
56Abbott Laboratories 18,7181.9M $
57PNC Financial Services Group Inc/The 9,1081.9M $
58PepsiCo Inc 11,3971.8M $
59iShares Trust 15,5521.8M $
60iShares Russell 2000 ETF 7,0661.8M $
61Amphenol Corp 13,6851.7M $
62Bank of America Corp 34,7301.7M $
63Eli Lilly & Co 1,7741.6M $
64Visa Inc 5,3311.6M $
65Vanguard Value ETF 7,9791.6M $
66iShares Trust 7,2571.6M $
67iShares Core S&P Total U.S. Stock Market ETF 10,8671.5M $
68Amgen Inc 4,3951.5M $
69iShares MSCI EAFE ETF 15,5001.5M $
70Intuitive Surgical Inc 3,2371.5M $
71Chevron Corp 7,1621.5M $
72Netflix Inc 15,3601.5M $
73iShares Trust 21,4311.5M $
74Equifax Inc 8,0411.4M $
75iShares Core S&P Mid-Cap ETF 21,0441.4M $
76Norfolk Southern Corp 4,8941.4M $
77NVR Inc 2121.4M $
78Alibaba Group Holding Ltd 11,0391.4M $
79Vanguard Tax-Exempt Bond Index ETF 27,7181.4M $
80iShares Trust 6,4821.4M $
81Mastercard Inc 2,6981.3M $
82Applied Materials Inc 3,8881.3M $
83American Express Co 4,3911.3M $
84iShares Bitcoin Trust ETF 34,1051.3M $
85State Street Health Care Select Sector SPDR ETF 8,8031.3M $
86Lam Research Corp 5,9161.3M $
87WW Grainger Inc 1,1241.2M $
88Venture Global Inc 77,3651.2M $
89Vanguard Total Bond Market ETF 16,4411.2M $
90Home Depot Inc/The 3,6071.2M $
91Oracle Corp 7,8481.2M $
92Walt Disney Co/The 11,8731.1M $
93Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 15,0001.1M $
94Vanguard Scottsdale Funds 11,0671.1M $
95Emerson Electric Co. 8,4461.1M $
96GE Vernova Inc 1,2561.1M $
97NANO Nuclear Energy Inc 53,5081.1M $
98Provident Financial Services Inc 51,6891.1M $
99CNO Financial Group Inc 26,3511.1M $
100Janus Detroit Street Trust 21,2801.1M $