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Robert McNally

Legacy Wealth Advisors, Llc

Assets Managed
$195.965M
Holdings
109
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
29.37%(2Q avg: 14.69%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 109 positions.

Assets under management

The assets under management (AUM) of Legacy Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 195.965M in assets, with a quarterly growth rate of 29.37% and a 2-quarter average growth rate of 14.69%. The portfolio is managed by Robert McNally, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 130.91%
24%
$47.026M
467,180 shares@ $100.67 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -13.71%
9.5%
$18.61M
367,719 shares@ $50.62 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 71.58%
8.82%
$17.266M
26,549 shares@ $650.35 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
6.97%
$13.645M
19 shares@ $718140.0 avg price
BUFC
Ab Conservative Buffer Etf
Recent Activity
Decreased -0.1%
3.38%
$6.607M
162,596 shares@ $40.64 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 3.37%
2.98%
$5.821M
18,144 shares@ $320.82 avg price
AAPL
Apple Inc
Recent Activity
Increased 24.65%
2.92%
$5.706M
22,483 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 37.12%
2.51%
$4.918M
28,199 shares@ $174.41 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 2.39%
2.26%
$4.411M
48,129 shares@ $91.65 avg price
YEAR
Ab Ultra Short Income Etf
Recent Activity
Increased 1%
2%
$3.901M
77,283 shares@ $50.48 avg price

1-10 of 109