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Disclosed positions
Legacy Wealth Advisors, LLC: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- SGOV
- Class
- 0-3 MTH TREASURY
- Reported value
- $53,130,832
- Reported amount
- 527,772
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002111463-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | SGOV | 0-3 MTH TREASURY | $53,130,832 | 527,772 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $15,850,257 | 313,432 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $15,395,277 | 20,605 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $14,228,150 | 19 | SH | None |
| APPLE INC | AAPL | COM | $7,251,941 | 25,062 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $7,157,620 | 35,772 | SH | None |
| AB ACTIVE ETFS INC | BUFC | CONSERVATIVE | $6,912,676 | 162,428 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $6,673,729 | 18,035 | SH | None |
| AMAZON COM INC | AMZN | COM | $5,093,565 | 21,371 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $5,064,648 | 14,172 | SH | None |
| MICROSOFT CORP | MSFT | COM | $4,926,849 | 13,208 | SH | None |
| SPDR SERIES TRUST | BIL | ST STR BLO 1 ETF | $4,032,069 | 43,999 | SH | None |
| AB ACTIVE ETFS INC | TAFI | TAX AWARE SHRT | $3,366,391 | 133,481 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $3,211,310 | 38,344 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $2,678,288 | 37,590 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $2,552,655 | 80,500 | SH | None |
| SPACE EXPLORATION TECHN CORP | SPCX | CLASS A COM STK | $2,356,160 | 13,790 | SH | None |
| BROADCOM INC | AVGO | COM | $2,301,631 | 6,093 | SH | None |
| TESLA INC | TSLA | COM | $2,258,202 | 5,369 | SH | None |
| META PLATFORMS INC | META | CL A | $1,990,667 | 3,534 | SH | None |
| BLACKSTONE SECD LENDING FD | BXSL | COMMON STOCK | $1,896,373 | 79,982 | SH | None |
| ISHARES TR | SHV | TRUST ISHARE 0-1 | $1,881,888 | 17,054 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,852,327 | 2,697 | SH | None |
| ISHARES TR | DGRO | CORE DIV GRWTH | $1,789,933 | 23,617 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $1,569,835 | 1,360 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $1,450,586 | 42,866 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,426,747 | 4,038 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,290,006 | 2,578 | SH | None |
| SELECT SECTOR SPDR TR | XLE | ST STR ENERG ETF | $1,186,922 | 22,348 | SH | None |
| AB ACTIVE ETFS INC | EMOP | EMER MKTS OP ETF | $1,124,669 | 21,533 | SH | None |
| VISA INC | V | COM CL A | $1,087,253 | 3,169 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $1,061,904 | 1,828 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $1,045,820 | 3,195 | SH | None |
| ELI LILLY & CO | LLY | COM | $1,012,319 | 844 | SH | None |
| AB ACTIVE ETFS INC | YEAR | ULTRA SHORT INCM | $991,044 | 19,687 | SH | None |
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | MBS ETF | $940,676 | 19,170 | SH | None |
| J P MORGAN EXCHANGE TRADED F | BBJP | BETABULDRS JAPAN | $895,361 | 11,889 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $859,439 | 432 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $856,614 | 2,061 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $851,694 | 1,178 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $819,774 | 5,996 | SH | None |
| SELECT SECTOR SPDR TR | XLF | ST STR FINL ETF | $817,607 | 15,251 | SH | None |
| KAYNE ANDERSON BDC INC | KBDC | COM SHS | $799,475 | 59,089 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $758,492 | 1,030 | SH | None |
| INTEL CORP | INTC | COM | $752,327 | 5,388 | SH | None |
| KLA CORP | KLAC | COM NEW | $737,078 | 2,443 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $722,857 | 6,048 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $722,564 | 1,513 | SH | None |
| BANK OF AMER CORP | BAC | COM | $714,302 | 12,536 | SH | None |
| SABLE OFFSHORE CORP | SOC | COM SHS | $617,078 | 200,350 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.