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Legacy Wealth Partners

Latest statistics and disclosures from Legacy Wealth Partners's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002066638

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Positions held by Legacy Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Legacy Wealth Partners

Legacy Wealth Partners holds 176 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core Us Aggbd Et (AGG)	12.0	$48M	481k	99.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	11.3	$45M	69k	653.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	6.2	$25M	274k	90.53	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	5.9	$24M	235k	100.66	View chart
Vanguard Index Fds Value Etf (VTV)	5.7	$23M	116k	196.20	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.4	$14M	23k	597.54	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.6	$10M	39k	261.92	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.5	$10M	218k	46.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.5	$9.8M	34k	287.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.2	$8.7M	135k	64.08	View chart
NVIDIA Corporation (NVDA)	2.0	$7.8M	45k	174.40	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.7	$6.8M	85k	79.56	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.6	$6.3M	9.7k	650.31	View chart
Ishares Tr Core 60/40 Balan (AOR)	1.6	$6.2M	96k	64.35	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	1.5	$6.1M	354k	17.32	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.4	$5.4M	95k	56.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$5.2M	104k	49.89	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.2	$4.8M	95k	50.04	View chart
Ishares Tr Core 80/20 Aggre (AOA)	1.1	$4.4M	50k	88.49	View chart
Ssga Active Tr State Street Us (XLSR)	1.1	$4.3M	74k	57.74	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	1.0	$4.1M	89k	45.65	View chart
Apple (AAPL)	1.0	$3.9M	15k	253.79	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$3.1M	57k	54.05	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.7	$3.0M	63k	46.91	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$3.0M	61k	48.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$2.9M	12k	248.01	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$2.7M	34k	78.41	View chart
Ssga Active Tr State Street Fix (FISR)	0.6	$2.4M	93k	25.72	View chart
Microsoft Corporation (MSFT)	0.6	$2.2M	5.9k	370.14	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.5	$2.1M	22k	95.44	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.5	$1.9M	12k	158.58	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	0.5	$1.9M	71k	26.33	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.5	$1.8M	30k	61.26	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$1.8M	22k	82.57	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$1.8M	18k	97.13	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.7M	4.0k	430.29	View chart
Spdr Series Trust State Street Spd (XBI)	0.4	$1.7M	14k	127.73	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.4	$1.7M	16k	107.39	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.4	$1.7M	49k	33.81	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.4	$1.6M	15k	106.68	View chart
Spdr Index Shs Fds State Street Spd (EWX)	0.4	$1.6M	25k	66.12	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.4	$1.6M	15k	110.39	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.4	$1.5M	7.5k	205.80	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.4	$1.5M	29k	51.88	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.4	$1.5M	31k	47.37	View chart
Spdr Series Trust State Street Spd (SPSM)	0.4	$1.5M	30k	48.32	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.4	$1.4M	41k	35.24	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	0.3	$1.4M	30k	46.67	View chart
Amazon (AMZN)	0.3	$1.4M	6.6k	208.27	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$1.3M	17k	77.18	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.3M	18k	69.75	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$1.3M	27k	46.95	View chart
Proshares Tr Msci Emrg Etf (EET)	0.3	$1.2M	15k	83.76	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.2M	5.7k	211.15	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.3	$1.2M	18k	68.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.2M	2.4k	479.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.2M	2.7k	436.87	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.1M	2.0k	577.17	View chart
Eli Lilly & Co. (LLY)	0.3	$1.1M	1.2k	919.77	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$1.1M	19k	58.18	View chart
Spdr Series Trust State Street Spd (SPMD)	0.3	$1.0M	17k	59.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.0M	8.9k	113.11	View chart
Broadcom (AVGO)	0.2	$963k	3.1k	309.51	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$962k	13k	74.35	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$958k	3.3k	287.56	View chart
JPMorgan Chase & Co. (JPM)	0.2	$927k	3.2k	294.16	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.2	$911k	9.5k	95.82	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.2	$910k	19k	46.80	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$876k	11k	83.57	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$860k	8.1k	106.15	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.2	$842k	20k	42.23	View chart
Costco Wholesale Corporation (COST)	0.2	$765k	768.00	996.43	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$739k	7.4k	100.19	View chart
Johnson & Johnson (JNJ)	0.2	$727k	3.0k	244.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$708k	5.7k	124.32	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.2	$705k	18k	39.89	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$699k	14k	50.12	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$696k	27k	26.30	View chart
Boston Scientific Corporation (BSX)	0.2	$686k	11k	62.75	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$682k	9.1k	75.10	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$679k	7.2k	94.95	View chart
Spdr Series Trust State Street Spd (JNK)	0.2	$666k	7.0k	95.72	View chart
Xylem (XYL)	0.2	$642k	5.4k	119.50	View chart
Exxon Mobil Corporation (XOM)	0.2	$623k	3.7k	169.66	View chart
Spdr Series Trust State Street Spd (EMHC)	0.2	$606k	25k	24.80	View chart
Meta Platforms Cl A (META)	0.1	$583k	1.0k	572.30	View chart
Spdr Series Trust State Street Spd (SPLB)	0.1	$577k	26k	22.22	View chart
Enterprise Products Partners (EPD)	0.1	$571k	15k	37.84	View chart
Abbvie (ABBV)	0.1	$566k	2.6k	217.49	View chart
Managed Portfolio Series Kensington Cr Op (KAMO)	0.1	$564k	23k	24.68	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$562k	8.6k	65.09	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$554k	1.7k	320.87	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$544k	8.1k	67.53	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.1	$543k	12k	46.61	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$526k	2.7k	191.81	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$521k	4.7k	111.37	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$510k	5.1k	100.72	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$506k	13k	40.14	View chart
Managed Portfolio Series Leuthold Select (LST)	0.1	$496k	12k	40.45	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$484k	7.9k	61.32	View chart
SYSCO Corporation (SYY)	0.1	$484k	6.8k	71.33	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$483k	15k	32.95	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$475k	3.4k	141.42	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$466k	20k	22.91	View chart
Jacobs Engineering Group (J)	0.1	$457k	3.6k	127.28	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$442k	12k	36.22	View chart
Raytheon Technologies Corp (RTX)	0.1	$424k	2.2k	192.92	View chart
Lockheed Martin Corporation (LMT)	0.1	$424k	702.00	604.03	View chart
Cintas Corporation (CTAS)	0.1	$395k	2.3k	169.14	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$395k	2.7k	145.74	View chart
International Business Machines (IBM)	0.1	$390k	1.6k	242.39	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$378k	13k	30.32	View chart
Visa Com Cl A (V)	0.1	$378k	1.3k	302.24	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$377k	2.0k	184.28	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$371k	4.0k	93.14	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$369k	1.5k	239.99	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$363k	3.1k	116.11	View chart
Lam Research Corp Com New (LRCX)	0.1	$361k	1.7k	213.66	View chart
Chevron Corporation (CVX)	0.1	$359k	1.7k	206.90	View chart
Altria (MO)	0.1	$353k	5.3k	65.99	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$345k	3.8k	91.64	View chart
Wal-Mart Stores (WMT)	0.1	$343k	2.8k	124.28	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.1	$342k	20k	16.97	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$342k	17k	20.42	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.1	$340k	8.3k	41.06	View chart
Ge Aerospace Com New (GE)	0.1	$339k	1.2k	283.77	View chart
Mastercard Incorporated Cl A (MA)	0.1	$339k	678.00	499.66	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$338k	17k	19.53	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$338k	1.3k	257.35	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	0.1	$338k	16k	20.70	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$336k	20k	16.72	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$336k	17k	19.62	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$335k	5.2k	64.77	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$335k	16k	20.59	View chart
Aon Shs Cl A (AON)	0.1	$335k	1.0k	322.78	View chart
Invesco Exch Trd Slf Idx Bulletshares (BSCZ)	0.1	$334k	16k	20.52	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$333k	18k	18.66	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$332k	20k	16.46	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	0.1	$330k	16k	21.15	View chart
McDonald's Corporation (MCD)	0.1	$319k	1.0k	310.82	View chart
Advanced Micro Devices (AMD)	0.1	$318k	1.6k	203.43	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.1	$316k	16k	19.19	View chart
At&t (T)	0.1	$315k	11k	28.99	View chart
Kla Corp Com New (KLAC)	0.1	$309k	210.00	1472.49	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$309k	4.0k	76.54	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.1	$308k	15k	20.64	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$303k	7.9k	38.42	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$302k	5.8k	51.93	View chart
Duke Energy Corp Com New (DUK)	0.1	$302k	2.3k	130.94	View chart
Home Depot (HD)	0.1	$295k	897.00	329.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$295k	1.0k	286.86	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$288k	8.8k	32.72	View chart
Proshares Tr Ii Ultra Gold (UGL)	0.1	$287k	4.7k	61.46	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$282k	3.2k	88.16	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.1	$281k	3.7k	76.70	View chart
Ge Vernova (GEV)	0.1	$280k	321.00	872.90	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$276k	11k	25.64	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$256k	10k	25.04	View chart
Coca-Cola Company (KO)	0.1	$256k	3.4k	76.04	View chart
Trane Technologies SHS (TT)	0.1	$254k	609.00	416.74	View chart
TJX Companies (TJX)	0.1	$242k	1.5k	159.70	View chart
FedEx Corporation (FDX)	0.1	$232k	651.00	356.37	View chart
Cisco Systems (CSCO)	0.1	$228k	2.9k	77.59	View chart
Hca Holdings (HCA)	0.1	$225k	475.00	473.24	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$218k	1.9k	117.66	View chart
Pepsi (PEP)	0.1	$217k	1.4k	155.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$216k	1.0k	215.06	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$213k	2.6k	82.74	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$213k	4.2k	50.61	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$212k	2.6k	82.49	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$209k	1.2k	181.42	View chart
Applied Materials (AMAT)	0.1	$205k	600.00	341.79	View chart
Pfizer (PFE)	0.1	$204k	7.3k	28.08	View chart
Ford Motor Company (F)	0.0	$133k	12k	11.54	View chart
Talkspace (TALK)	0.0	$80k	16k	5.17	View chart
Tenaya Therapeutics (TNYA)	0.0	$9.8k	14k	0.69	View chart

Past Filings by Legacy Wealth Partners

SEC 13F filings are viewable for Legacy Wealth Partners going back to 2026

Legacy Wealth Partners 2026 Q1 filed April 17, 2026

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