Long-term investor
Legacy Wealth Advisors, LLC @legacywealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002111463).
Record
- Tracked since 2025-12-31 (264 days), 118 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +2.6%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46436E718 · 23.0% · long · since 2025-12-31
- 46641Q837 · 6.9% · long · since 2025-12-31
- 78462F103 · 6.7% · long · since 2025-12-31
- 084670108 · 6.2% · long · since 2025-12-31
- AAPL · 3.1% · long · since 2025-12-31
- NVDA · 3.1% · long · since 2025-12-31
- 00039J806 · 3.0% · long · since 2025-12-31
- 922908769 · 2.9% · long · since 2025-12-31
- AMZN · 2.2% · long · since 2025-12-31
- GOOGL · 2.2% · long · since 2025-12-31
- MSFT · 2.1% · long · since 2025-12-31
- 78468R663 · 1.7% · long · since 2025-12-31