Long-term investor
Legacy Advisors, LLC @legacyadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001720969).
Record
- Tracked since 2025-12-31 (257 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +11.3%
- Max drawdown n/a · win rate 12% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- QLTY · 13.4% · long · since 2025-12-31
- VOO · 7.1% · long · since 2025-12-31
- IJR · 4.9% · long · since 2025-12-31
- MTZ · 4.8% · long · since 2025-12-31
- AAPL · 4.0% · long · since 2025-12-31
- IWB · 3.4% · long · since 2025-12-31
- SPY · 2.9% · long · since 2025-12-31
- IVV · 2.7% · long · since 2025-12-31
- GQGU · 2.3% · long · since 2025-12-31
- GOOGL · 2.2% · long · since 2025-12-31
- IWR · 2.1% · long · since 2025-12-31
- XLK · 1.8% · long · since 2025-12-31