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Matthew Sgro

Legacy Advisors, Llc

Assets Managed
$848.218M
Holdings
279
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
-8.89%(2Q avg: 3.04%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 279 positions.

Assets under management

The assets under management (AUM) of Legacy Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 848.218M in assets, with a quarterly growth rate of -8.89% and a 2-quarter average growth rate of 3.04%. The portfolio is managed by Matthew Sgro, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QLTY
Gmo U.s. Quality Etf
Recent Activity
Increased 1.03%
15.09%
$127.919M
3.53M shares@ $36.25 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 12.47%
4.46%
$37.791M
304,002 shares@ $124.32 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -4.65%
4.37%
$37.051M
56,722 shares@ $653.21 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -0.04%
3.76%
$31.829M
89,267 shares@ $356.57 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.63%
3.66%
$30.961M
121,995 shares@ $253.79 avg price
MTZ
Mastec Inc
Recent Activity
Decreased -75.32%
3.57%
$30.228M
93,953 shares@ $321.74 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 116.03%
3.55%
$30.093M
50,360 shares@ $597.56 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.12%
3.07%
$25.964M
39,924 shares@ $650.34 avg price
GQGU
Gqg Us Equity Etf
Recent Activity
Increased 14.68%
3.04%
$25.782M
958,094 shares@ $26.92 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Increased 0.57%
2.44%
$20.622M
212,098 shares@ $97.23 avg price

1-10 of 279