# EDGAR Filing Document

**Accession Number:** 0002111463
**File Stem:** 0002111463-26-000003
**Filing Date:** 2026-5
**Character Count:** 15706
**Document Hash:** 73f185cc23cc0f3f8bd1e295edab2a06
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002111463-26-000003.hdr.sgml**: 20260506

**ACCESSION NUMBER**: 0002111463-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260506

**DATE AS OF CHANGE**: 20260506

**EFFECTIVENESS DATE**: 20260506

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Legacy Wealth Advisors, LLC
- **CENTRAL INDEX KEY:** 0002111463

**ORGANIZATION NAME:**
- **EIN:** 300884473
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26469
- **FILM NUMBER:** 26948103

**BUSINESS ADDRESS:**
- **STREET 1:** 3323 NE 163RD STREET
- **STREET 2:** SUITE 402
- **CITY:** NORTH MIAMI BEACH
- **STATE:** FL
- **ZIP:** 33160
- **BUSINESS PHONE:** 305-808-6140

**MAIL ADDRESS:**
- **STREET 1:** 3323 NE 163RD STREET
- **STREET 2:** SUITE 402
- **CITY:** NORTH MIAMI BEACH
- **STATE:** FL
- **ZIP:** 33160

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Legacy Wealth Advisors LLC<br>**Address:** 3323 NE 163RD STREET<br>SUITE 402<br>NORTH MIAMI BEACH, FL 33160

**Form 13F File Number:** 028-26469

**CRD Number (if applicable):** 000326117

**SEC File Number (if applicable):** 801-128702

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Robert McNally<br>**Title:** Chief Compliance Officer<br>**Phone:** 305-808-6140

**Signature, Place, and Date of Signing:**

/s/Robert McNally  Miami, FL  05-04-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 109

**Form 13F Information Table Value Total:** $195964583

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AB ACTIVE ETFS INC | CONSERVATIVE | 00039J806 | BBG01KCG4L31 | 6606617 | 162596 | SH |  | SOLE |  | 0 | 0 | 162596 |
| AB ACTIVE ETFS INC | EMERGING MKTS OP | 00039J780 | BBG01V85RH94 | 521327 | 11897 | SH |  | SOLE |  | 0 | 0 | 11897 |
| AB ACTIVE ETFS INC | TAX AWARE SHRT | 00039J202 | BBG0184H3201 | 851059 | 33799 | SH |  | SOLE |  | 0 | 0 | 33799 |
| AB ACTIVE ETFS INC | ULTRA SHORT INCM | 00039J103 | BBG0184FKT34 | 3900860 | 77283 | SH |  | SOLE |  | 0 | 0 | 77283 |
| ABBOTT LABORATORIES | COM | 002824100 | BBG001S5N9M6 | 202774 | 1975 | SH |  | SOLE |  | 0 | 0 | 1975 |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 323191 | 1486 | SH |  | SOLE |  | 0 | 0 | 1486 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 2974521 | 10344 | SH |  | SOLE |  | 0 | 0 | 10344 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 847672 | 2955 | SH |  | SOLE |  | 0 | 0 | 2955 |
| ALTRIA GROUP INC | COM | 02209S103 | BBG001S5T8T5 | 280788 | 4255 | SH |  | SOLE |  | 0 | 0 | 4255 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 3370642 | 16184 | SH |  | SOLE |  | 0 | 0 | 16184 |
| AMGEN INC | COM | 031162100 | BBG001S5NNL6 | 210055 | 597 | SH |  | SOLE |  | 0 | 0 | 597 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 5705961 | 22483 | SH |  | SOLE |  | 0 | 0 | 22483 |
| APPLIED MATLS INC | COM | 038222105 | BBG001S5NMM7 | 320941 | 939 | SH |  | SOLE |  | 0 | 0 | 939 |
| ARK ETF TR | INNOVATION ETF | 00214Q104 | BBG007FJMV49 | 287258 | 4250 | SH |  | SOLE |  | 0 | 0 | 4250 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | BBG001SCG0R3 | 487387 | 369 | SH |  | SOLE |  | 0 | 0 | 369 |
| ASTRAZENECA PLC | ORD | G0593M107 | BBG001SCNW31 | 289370 | 1494 | SH |  | SOLE |  | 0 | 0 | 1494 |
| BANK AMERICA CORP | COM | 060505104 | BBG001S5P0Y0 | 425685 | 8732 | SH |  | SOLE |  | 0 | 0 | 8732 |
| BERKLEY W R CORP | COM | 084423102 | BBG001S5P463 | 209379 | 3159 | SH |  | SOLE |  | 0 | 0 | 3159 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | BBG001S902J2 | 13644660 | 19 | SH |  | SOLE |  | 0 | 0 | 19 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 1375304 | 2870 | SH |  | SOLE |  | 0 | 0 | 2870 |
| BLACKSKY TECHNOLOGY INC | CL A NEW | 09263B207 | BBG00QRY6P42 | 251600 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| BLACKSTONE SECD LENDING FD | COMMON STOCK | 09261X102 | BBG00MS80PP0 | 1852721 | 78207 | SH |  | SOLE |  | 0 | 0 | 78207 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 1605738 | 5188 | SH |  | SOLE |  | 0 | 0 | 5188 |
| CATERPILLAR INC | COM | 149123101 | BBG001S5PJ06 | 286927 | 405 | SH |  | SOLE |  | 0 | 0 | 405 |
| CHEVRON CORPORATION | COM | 166764100 | BBG001S67ZC5 | 413387 | 1998 | SH |  | SOLE |  | 0 | 0 | 1998 |
| CISCO SYS INC | COM | 17275R102 | BBG001S6HC62 | 231529 | 2984 | SH |  | SOLE |  | 0 | 0 | 2984 |
| COCA COLA CO | COM | 191216100 | BBG001S5SMQ8 | 305950 | 4023 | SH |  | SOLE |  | 0 | 0 | 4023 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | BBG001S9KRQ7 | 401562 | 403 | SH |  | SOLE |  | 0 | 0 | 403 |
| EBAY INC. | COM | 278642103 | BBG001S9B9J5 | 237654 | 2611 | SH |  | SOLE |  | 0 | 0 | 2611 |
| ELI LILLY  CO | COM | 532457108 | BBG001S5STL8 | 640160 | 696 | SH |  | SOLE |  | 0 | 0 | 696 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | BBG001SDHNW4 | 273771 | 14185 | SH |  | SOLE |  | 0 | 0 | 14185 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | BBG001S9P0Z1 | 238847 | 6312 | SH |  | SOLE |  | 0 | 0 | 6312 |
| EOG RES INC | COM | 26875P101 | BBG001S5ZB93 | 210350 | 1455 | SH |  | SOLE |  | 0 | 0 | 1455 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 740057 | 4362 | SH |  | SOLE |  | 0 | 0 | 4362 |
| GE AEROSPACE | COM NEW | 369604301 | BBG001S5PVD5 | 421966 | 1487 | SH |  | SOLE |  | 0 | 0 | 1487 |
| GE VERNOVA INC | COM | 36828A101 | BBG013G17W77 | 397606 | 456 | SH |  | SOLE |  | 0 | 0 | 456 |
| HCA HEALTHCARE INC | COM | 40412C101 | BBG001T8NTY2 | 228102 | 482 | SH |  | SOLE |  | 0 | 0 | 482 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 311459 | 947 | SH |  | SOLE |  | 0 | 0 | 947 |
| HONEYWELL INTL INC | COM | 438516106 | BBG001S5X1N1 | 284346 | 1258 | SH |  | SOLE |  | 0 | 0 | 1258 |
| HOWMET AEROSPACE INC | COM | 443201108 | BBG00DYNJH69 | 207875 | 902 | SH |  | SOLE |  | 0 | 0 | 902 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | BBG001SQ4YC7 | 318851 | 4754 | SH |  | SOLE |  | 0 | 0 | 4754 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | BBG001S5S399 | 257419 | 1062 | SH |  | SOLE |  | 0 | 0 | 1062 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | BBG001S7XR78 | 243864 | 529 | SH |  | SOLE |  | 0 | 0 | 529 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 479060 | 830 | SH |  | SOLE |  | 0 | 0 | 830 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | BBG00TZR7YF0 | 47026372 | 467180 | SH |  | SOLE |  | 0 | 0 | 467180 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | BBG006MJFZK4 | 1657442 | 23617 | SH |  | SOLE |  | 0 | 0 | 23617 |
| ISHARES TR | CORE MSCI EURO | 46434V738 | BBG006MJ8984 | 252902 | 3599 | SH |  | SOLE |  | 0 | 0 | 3599 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 | BBG001SSD803 | 1865869 | 16903 | SH |  | SOLE |  | 0 | 0 | 16903 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS CDA | 46641Q225 | BBG00LN4CWM1 | 423176 | 4499 | SH |  | SOLE |  | 0 | 0 | 4499 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS DEV | 46641Q233 | BBG00LN4D399 | 311545 | 5240 | SH |  | SOLE |  | 0 | 0 | 5240 |
| J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | 46641Q217 | BBG00L52MHJ1 | 819271 | 11889 | SH |  | SOLE |  | 0 | 0 | 11889 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | BBG00GP26NW0 | 18610259 | 367719 | SH |  | SOLE |  | 0 | 0 | 367719 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 396482 | 1622 | SH |  | SOLE |  | 0 | 0 | 1622 |
| JPMORGAN CHASE  CO | COM | 46625H100 | BBG001S8CRC3 | 830414 | 2823 | SH |  | SOLE |  | 0 | 0 | 2823 |
| KAYNE ANDERSON BDC INC | COM SHS | 48662X105 | BBG00Z6ZX0H3 | 810702 | 59089 | SH |  | SOLE |  | 0 | 0 | 59089 |
| KLA CORP | COM NEW | 482480100 | BBG001S5SLM4 | 350434 | 238 | SH |  | SOLE |  | 0 | 0 | 238 |
| LAM RESEARCH CORP | COM NEW | 512807306 | BBG001S5SW40 | 235240 | 1101 | SH |  | SOLE |  | 0 | 0 | 1101 |
| LINDE PLC | SHS | G54950103 | BBG01FND0CH6 | 252838 | 510 | SH |  | SOLE |  | 0 | 0 | 510 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG001SKNNS6 | 210857 | 422 | SH |  | SOLE |  | 0 | 0 | 422 |
| MERCK  CO INC | COM | 58933Y105 | BBG001S5TC52 | 293869 | 2443 | SH |  | SOLE |  | 0 | 0 | 2443 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 1965839 | 3436 | SH |  | SOLE |  | 0 | 0 | 3436 |
| MICRON TECHNOLOGY INC | COM | 595112103 | BBG001S6P675 | 316219 | 936 | SH |  | SOLE |  | 0 | 0 | 936 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 3772773 | 10192 | SH |  | SOLE |  | 0 | 0 | 10192 |
| MORGAN STANLEY | COM NEW | 617446448 | BBG001S9V5Z3 | 224639 | 1365 | SH |  | SOLE |  | 0 | 0 | 1365 |
| MPLX LP | COM UNIT REP LTD | 55336V100 | BBG0035TJHL3 | 277075 | 4855 | SH |  | SOLE |  | 0 | 0 | 4855 |
| NETFLIX INC. | COM | 64110L106 | BBG001SF6L46 | 335372 | 3488 | SH |  | SOLE |  | 0 | 0 | 3488 |
| NIKE INC | CL B | 654106103 | BBG001S6NTK2 | 323523 | 6125 | SH |  | SOLE |  | 0 | 0 | 6125 |
| NORDSON CORP | COM | 655663102 | BBG001S5TKK7 | 239987 | 902 | SH |  | SOLE |  | 0 | 0 | 902 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | BBG001S5TP26 | 315878 | 463 | SH |  | SOLE |  | 0 | 0 | 463 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | BBG001SF5LW6 | 270215 | 1769 | SH |  | SOLE |  | 0 | 0 | 1769 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 4917906 | 28199 | SH |  | SOLE |  | 0 | 0 | 28199 |
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 1027564 | 6985 | SH |  | SOLE |  | 0 | 0 | 6985 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | BBG001T53796 | 337615 | 2308 | SH |  | SOLE |  | 0 | 0 | 2308 |
| PHILIP MORRIS INTL INC | COM | 718172109 | BBG001STP9N1 | 256774 | 1553 | SH |  | SOLE |  | 0 | 0 | 1553 |
| PROCTER  GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 238471 | 1651 | SH |  | SOLE |  | 0 | 0 | 1651 |
| PROGRESSIVE CORP | COM | 743315103 | BBG001S5V509 | 284277 | 1434 | SH |  | SOLE |  | 0 | 0 | 1434 |
| PROLOGIS INC. | COM | 74340W103 | BBG001S5NMN6 | 352128 | 2664 | SH |  | SOLE |  | 0 | 0 | 2664 |
| RTX CORPORATION | COM | 75513E101 | BBG001S5X5Q9 | 344520 | 1786 | SH |  | SOLE |  | 0 | 0 | 1786 |
| S GLOBAL INC | COM | 78409V104 | BBG001S5T5M8 | 230535 | 542 | SH |  | SOLE |  | 0 | 0 | 542 |
| SABLE OFFSHORE CORP | COM SHS | 78574H104 | BBG00Z6F4C29 | 1652000 | 100000 | SH |  | SOLE |  | 0 | 0 | 100000 |
| SALESFORCE INC | COM | 79466L302 | BBG001SDLP09 | 212431 | 1138 | SH |  | SOLE |  | 0 | 0 | 1138 |
| SCHWAB CHARLES CORP | COM | 808513105 | BBG001S5VXD4 | 221887 | 2361 | SH |  | SOLE |  | 0 | 0 | 2361 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | BBG0025RWLM4 | 2469740 | 80500 | SH |  | SOLE |  | 0 | 0 | 80500 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | BBG001T66WN0 | 1248687 | 42866 | SH |  | SOLE |  | 0 | 0 | 42866 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 | BBG001S7T1S7 | 1359357 | 22190 | SH |  | SOLE |  | 0 | 0 | 22190 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 | BBG001S7T223 | 752942 | 15251 | SH |  | SOLE |  | 0 | 0 | 15251 |
| SHELL PLC | SPON ADS | 780259305 | BBG0147BN6H1 | 335172 | 3604 | SH |  | SOLE |  | 0 | 0 | 3604 |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | 82889N525 | BBG01JXBTX20 | 947860 | 19164 | SH |  | SOLE |  | 0 | 0 | 19164 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 | BBG001SRXRD7 | 367775 | 7840 | SH |  | SOLE |  | 0 | 0 | 7840 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 | BBG001STKCW9 | 4410542 | 48129 | SH |  | SOLE |  | 0 | 0 | 48129 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 | BBG001S72SM3 | 17265895 | 26549 | SH |  | SOLE |  | 0 | 0 | 26549 |
| SUNOCO LP/SUNOCO FIN CORP | COM UT REP LP | 86765K109 | BBG00358K8T9 | 213362 | 3284 | SH |  | SOLE |  | 0 | 0 | 3284 |
| SYNCHRONY FINANCIAL | COM | 87165B103 | BBG00658F3Q2 | 211747 | 3113 | SH |  | SOLE |  | 0 | 0 | 3113 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | BBG001S5WWW4 | 499491 | 1478 | SH |  | SOLE |  | 0 | 0 | 1478 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 2066187 | 5558 | SH |  | SOLE |  | 0 | 0 | 5558 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | BBG001S5WS08 | 502836 | 1023 | SH |  | SOLE |  | 0 | 0 | 1023 |
| TJX COS INC NEW | COM | 872540109 | BBG001S5WQ93 | 498584 | 3122 | SH |  | SOLE |  | 0 | 0 | 3122 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 434297 | 1605 | SH |  | SOLE |  | 0 | 0 | 1605 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 2072901 | 3469 | SH |  | SOLE |  | 0 | 0 | 3469 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 5820781 | 18144 | SH |  | SOLE |  | 0 | 0 | 18144 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | BBG001SP7T00 | 2349804 | 31289 | SH |  | SOLE |  | 0 | 0 | 31289 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | BBG001SSPWL4 | 2408768 | 37590 | SH |  | SOLE |  | 0 | 0 | 37590 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | BBG001SS0V24 | 658897 | 4449 | SH |  | SOLE |  | 0 | 0 | 4449 |
| VANGUARD WORLD FD | COMM SRVC ETF | 92204A884 | BBG001SHTV72 | 536104 | 2981 | SH |  | SOLE |  | 0 | 0 | 2981 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | BBG001SHTTR5 | 527477 | 756 | SH |  | SOLE |  | 0 | 0 | 756 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 827534 | 2738 | SH |  | SOLE |  | 0 | 0 | 2738 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 483698 | 3892 | SH |  | SOLE |  | 0 | 0 | 3892 |
| WELLS FARGO  CO | COM | 949746101 | BBG001S5XF23 | 346463 | 4352 | SH |  | SOLE |  | 0 | 0 | 4352 |
| ZURN ELKAY WATER SOLNS CORP | COM | 98983L108 | BBG001T36GB5 | 206130 | 4597 | SH |  | SOLE |  | 0 | 0 | 4597 |

---