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Legacy Advisors, LLC
RIA/Wealth
Legacy Advisors, LLC is a RIA/Wealth based in Plymouth Meeting, PA led by Vincent Albert Panvini, reporting $4.2B in AUM as of Q3 2025 with 45% ETF concentration.
Managing PartnerVincent Albert Panvini
- Portfolio Value
- $610.7M
- Positions
- 246
- Top Holding
- VERX at 5.45%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Legacy Advisors, LLC's portfolio (40.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Application Technology | $33.3M | 5.45% | +$32.1M Bought | 0.84% 1.3M shares | |
ETF ETF | $32.7M | 5.36% | +$21.6M Bought | — 89.6K shares | |
Consumer Electronics Technology | $29.9M | 4.89% | +$23.7M Bought | 0.00% 117.3K shares | |
ETF ETF | $26.7M | 4.37% | +$23.8M Bought | — 224.6K shares | |
ETF ETF | $26.4M | 4.33% | +$10.1M Bought | — 39.7K shares | |
ETF ETF | $25.7M | 4.21% | +$9.6M Bought | — 38.4K shares | |
ETF ETF | $20.9M | 3.43% | +$19.0M Bought | — 216.9K shares | |
Internet Content & Information Communication Services | $20.4M | 3.35% | +$5.2M Bought | 0.00% 27.8K shares | |
Software - Infrastructure Technology | $14.5M | 2.37% | +$8.1M Bought | 0.00% 28.0K shares | |
ETF ETF | $14.5M | 2.37% | +$10.8M Bought | — 51.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Legacy Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
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Decreased Positions
| Position | Shares Δ |
|---|---|
| No decreased positions | |
Analytics
Portfolio insights and performance metrics for Legacy Advisors, LLC
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