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Legacy Wealth Partners

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

Top 5 stock holdings are IVV, AGG, IEFA, VOO, DIVB, and represent 35.56% of Legacy Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: DIVB (+$15M), QQQ (+$13M), SGOV (+$11M), PDBC, QLD, SPY, PDBA, HDV, ILF, IEI.
Started 27 new stock positions in SPLS, VTEI, DIVB, DEM, PULS, BND, AGZ, MRK, ANET, PQUS.
Reduced shares in these 10 stocks: VTV (-$15M), USHY (-$9.6M), IWM (-$7.2M), , EEM, , IDHQ, TIP, , USDU.
Sold out of its positions in CARR, ASHR, XOM, GSY, IDHQ, EWW, TIP, IWM, IYM, MTUM. EWU, USHY, LMUB, MCD, UWM, UJB, XBI, FLRN, TSLA, CLOI.
Legacy Wealth Partners was a net buyer of stock by $19M.
Legacy Wealth Partners has $462M in assets under management (AUM), dropping by 3.77%.
Central Index Key (CIK): 0002066638

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Portfolio Holdings for Legacy Wealth Partners

Legacy Wealth Partners holds 196 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.0	$65M	+2%	85k	765.85	View chart
Ishares Tr Core Us Aggbd Et (AGG)	9.4	$44M	-3%	462k	94.54	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.3	$25M	+2%	253k	96.88	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.5	$16M		23k	700.87	View chart
Ishares Tr Core Divid Etf (DIVB)	3.3	$15M	NEW	233k	64.51	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.9	$13M	NEW	18k	739.76	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.7	$13M	+37%	17k	762.62	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	2.5	$11M	+2%	40k	284.49	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	2.4	$11M	+2%	143k	78.42	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	2.4	$11M	+1724%	112k	100.68	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.4	$11M	+4%	250k	44.09	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.2	$10M	+2%	141k	70.61	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.9	$8.8M	-30%	132k	66.79	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	1.5	$7.1M	+156%	368k	19.30	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.5	$7.0M	+4%	91k	77.21	View chart
Ishares Tr Core 60 Bala Etf (AOR)	1.4	$6.6M	-2%	96k	68.52	View chart
Ssga Active Tr State Street Us (XLSR)	1.3	$6.1M	+16%	92k	66.41	View chart
NVIDIA Corporation (NVDA)	1.3	$5.8M		25k	228.38	View chart
Ishares Tr Core 80 20 Etf (AOA)	1.1	$5.2M	+5%	54k	97.27	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	1.1	$4.9M	+727%	52k	95.65	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	1.1	$4.9M	-75%	23k	216.08	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.0	$4.8M	+40%	96k	50.21	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.0	$4.8M	-5%	101k	47.36	View chart
Apple (AAPL)	1.0	$4.7M		14k	333.01	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.9	$4.3M	-5%	88k	49.20	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.9	$4.1M	+9%	79k	51.76	View chart
Ssga Active Tr St Str Secto Etf (FISR)	0.8	$3.8M	+105%	157k	24.41	View chart
Microsoft Corporation (MSFT)	0.7	$3.5M		6.7k	512.88	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$3.4M		58k	59.31	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$3.1M	+4%	67k	46.87	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$2.9M	+6%	38k	76.40	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.6	$2.8M	+20%	16k	180.55	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.6	$2.8M	+38%	25k	110.32	View chart
Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA)	0.6	$2.7M	NEW	72k	37.56	View chart
Ishares Tr Core High Dv Etf (HDV)	0.6	$2.7M	NEW	96k	27.96	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.6	$2.6M	+20%	43k	61.50	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.6	$2.6M	NEW	75k	34.50	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.5	$2.5M	NEW	22k	113.44	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.5	$2.5M	NEW	23k	106.54	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.5	$2.3M	+6%	23k	102.12	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.5	$2.3M	+377%	33k	69.33	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$2.3M	NEW	7.5k	304.64	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.5	$2.2M	NEW	16k	137.71	View chart
Amazon (AMZN)	0.5	$2.1M	+5%	8.5k	249.15	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$1.8M		18k	103.89	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.4	$1.7M		7.5k	231.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.6M	+12%	3.2k	497.92	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.3	$1.6M	+7%	30k	52.86	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.3	$1.6M	-12%	40k	39.22	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.3	$1.5M	+2%	32k	48.74	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$1.5M	+3%	22k	69.26	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.3	$1.5M		17k	90.11	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$1.5M	+7%	18k	81.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.4M	+3%	10k	142.26	View chart
Eli Lilly & Co. (LLY)	0.3	$1.4M		1.2k	1157.08	View chart
Jpmorgan Chase Finl Inverse Vix Etn (VYLD)	0.3	$1.4M	+3%	44k	31.13	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.3	$1.3M	+50%	56k	23.85	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$1.3M	+3%	18k	72.86	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.3	$1.3M	+77%	15k	89.76	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.3	$1.3M	+11%	21k	63.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.3M	+6%	3.7k	344.08	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$1.3M	+5%	28k	44.41	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.2M	+10%	3.2k	380.84	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.3	$1.2M	+7%	20k	62.73	View chart
Proshares Tr Msci Emrg Etf (EET)	0.2	$1.1M	-64%	10k	108.07	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.1M		4.9k	228.28	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.2	$1.1M	+11%	24k	45.57	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.1M		3.2k	330.83	View chart
2023 Etf Series Trust Pict Enha Us Etf (PQUS)	0.2	$1.0M	NEW	36k	28.54	View chart
Advanced Micro Devices (AMD)	0.2	$987k	+11%	1.6k	611.76	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$963k	-24%	12k	81.16	View chart
Broadcom (AVGO)	0.2	$945k		2.7k	351.15	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.2	$930k	+153%	26k	36.35	View chart
Spdr Series Trust St Long Bd Etf (SPLB)	0.2	$894k	+46%	44k	20.38	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$842k	-11%	9.4k	89.48	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$836k	-3%	4.0k	208.01	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.2	$828k	NEW	34k	24.36	View chart
Johnson & Johnson (JNJ)	0.2	$810k	+3%	3.1k	264.74	View chart
Meta Platforms Cl A (META)	0.2	$788k	+13%	1.1k	725.43	View chart
International Business Machines (IBM)	0.2	$780k	+117%	3.5k	219.93	View chart
Spdr Series Trust St Str Usd Etf (EMHC)	0.2	$742k	+23%	31k	23.87	View chart
Costco Wholesale Corporation (COST)	0.2	$730k	+7%	802.00	910.34	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.2	$725k	+55%	15k	48.96	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$724k	-2%	7.2k	100.11	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$720k	-4%	1.9k	374.26	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.2	$712k	NEW	6.2k	115.81	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$708k	-4%	5.2k	136.04	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$701k	-5%	8.5k	82.97	View chart
Ishares Tr Core 30 70 Etf (AOK)	0.2	$699k	-5%	17k	40.33	View chart
Managed Portfolio Ser Kens Cr Oppo Etf (KAMO)	0.2	$698k	+16%	29k	23.88	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$687k	+23%	17k	40.39	View chart
SYSCO Corporation (SYY)	0.1	$663k		8.5k	77.96	View chart
Exxonmobil Holdings Corp Com Shs	0.1	$661k	NEW	4.1k	162.75	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$639k	+24%	6.3k	101.10	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$621k	-6%	5.2k	119.83	View chart
Abbvie (ABBV)	0.1	$615k		2.4k	261.59	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$608k	NEW	8.0k	75.62	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$591k		8.3k	71.19	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$583k		7.9k	73.80	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$570k	+7%	3.6k	157.28	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.1	$564k	+21%	24k	23.07	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.1	$550k	+5%	12k	44.36	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$550k	-18%	12k	47.19	View chart
Lam Research Corp Com New (LRCX)	0.1	$538k		1.6k	328.51	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$517k	-10%	7.2k	71.95	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$505k	-10%	6.4k	79.14	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$495k		23k	21.87	View chart
Boston Scientific Corporation (BSX)	0.1	$493k		11k	43.65	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.1	$476k	+25%	26k	18.21	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.1	$470k	+4%	11k	43.98	View chart
Jacobs Engineering Group (J)	0.1	$463k	-4%	3.4k	135.27	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$456k	+2%	2.8k	160.76	View chart
Cintas Corporation (CTAS)	0.1	$447k		2.3k	195.06	View chart
Pimco Etf Tr Us Stk Plus Ac (SPLS)	0.1	$445k	NEW	8.1k	55.04	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$435k	+4%	4.7k	92.17	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$435k		4.3k	100.84	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$428k	-2%	9.0k	47.34	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$419k		4.0k	105.34	View chart
Visa Com Cl A (V)	0.1	$414k	+3%	1.2k	359.33	View chart
Raytheon Technologies Corp (RTX)	0.1	$400k	-2%	2.2k	185.67	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.1	$395k		2.0k	195.53	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$394k	+16%	4.4k	89.32	View chart
Kla Corp Com New (KLAC)	0.1	$388k		2.0k	194.94	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$383k	+4%	13k	29.86	View chart
Spdr Series Trust Sst Spdr Bloombe (EBND)	0.1	$383k	+22%	19k	20.60	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$368k		13k	29.50	View chart
Chevron Corporation (CVX)	0.1	$365k	-4%	1.8k	204.21	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$364k	+28%	7.3k	50.10	View chart
Intel Corporation (INTC)	0.1	$361k	+3%	3.0k	120.23	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$359k	-84%	14k	25.02	View chart
Altria (MO)	0.1	$354k		5.3k	67.34	View chart
Lockheed Martin Corporation (LMT)	0.1	$353k		694.00	509.02	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$350k	-78%	3.8k	92.75	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	0.1	$346k	-9%	1.2k	292.10	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$345k	+6%	12k	30.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$345k	+3%	1.0k	340.75	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$343k	+54%	2.3k	150.86	View chart
Wal-Mart Stores (WMT)	0.1	$340k	+10%	3.3k	103.92	View chart
Xylem (XYL)	0.1	$338k		3.3k	101.27	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.1	$338k	+2%	4.1k	82.39	View chart
Micron Technology (MU)	0.1	$332k	-4%	312.00	1065.11	View chart
Procter & Gamble Company (PG)	0.1	$332k	NEW	2.3k	145.28	View chart
Mastercard Incorporated Cl A (MA)	0.1	$319k		578.00	551.47	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$318k	NEW	3.3k	95.34	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$313k	+30%	6.2k	50.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$311k	NEW	4.4k	70.15	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$305k		1.2k	264.90	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$303k	+2%	7.3k	41.71	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$302k		327.00	922.34	View chart
Metropcs Communications (TMUS)	0.1	$298k	NEW	1.8k	163.08	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$297k		4.6k	64.80	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$294k	+10%	15k	19.52	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$294k	+15%	3.0k	99.31	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$293k	+9%	15k	19.55	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$291k	+11%	15k	20.12	View chart
Cisco Systems (CSCO)	0.1	$289k	+6%	2.7k	107.63	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$289k	+11%	16k	18.20	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$287k	+13%	15k	19.59	View chart
Aon Shs Cl A (AON)	0.1	$287k		1.0k	276.77	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$286k	+11%	18k	16.14	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$286k	+12%	18k	15.77	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$283k	-5%	9.1k	31.23	View chart
Coca-Cola Company (KO)	0.1	$280k	+4%	3.2k	86.09	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$279k	NEW	5.0k	55.31	View chart
Applied Materials (AMAT)	0.1	$278k		544.00	511.38	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$278k	-2%	1.9k	144.04	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$276k	-7%	3.1k	89.10	View chart
Trane Technologies SHS (TT)	0.1	$275k	-2%	608.00	451.98	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$269k	NEW	4.0k	67.33	View chart
Duke Energy Corp Com New (DUK)	0.1	$261k		2.3k	114.01	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$255k	+21%	4.9k	51.87	View chart
Ge Aerospace Com New (GE)	0.1	$253k	-32%	809.00	312.29	View chart
Invesco Exch Trd Slf Idx Bull 2034 Co Etf (BSCY)	0.1	$251k		13k	19.52	View chart
Invesco Exch Trd Slf Idx Bulletshares (BSCZ)	0.1	$251k		13k	19.23	View chart
At&t (T)	0.1	$250k	-2%	10k	24.40	View chart
Invesco Exch Trd Slf Idx Bul 2033 Cor Etf (BSCX)	0.1	$249k		12k	20.00	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	0.1	$248k	-89%	9.2k	26.97	View chart
Home Depot (HD)	0.1	$242k		852.00	284.41	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$240k	-64%	2.7k	89.62	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	0.1	$240k	NEW	3.1k	77.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$234k		1.0k	233.31	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$229k		2.9k	78.31	View chart
Quanta Services (PWR)	0.0	$229k		356.00	642.51	View chart
Arista Networks Com Shs (ANET)	0.0	$225k	NEW	1.1k	203.59	View chart
Merck & Co (MRK)	0.0	$218k	NEW	1.5k	145.31	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$215k	-83%	2.3k	91.64	View chart
Us Bancorp Com New (USB)	0.0	$215k		3.7k	57.76	View chart
TJX Companies (TJX)	0.0	$213k	+13%	1.6k	132.31	View chart
Delta Air Lines Com New (DAL)	0.0	$212k		2.5k	83.47	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$211k	NEW	4.3k	49.46	View chart
Verizon Communications (VZ)	0.0	$209k	NEW	4.5k	45.88	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$208k	-4%	499.00	416.50	View chart
Hca Holdings (HCA)	0.0	$204k	NEW	479.00	426.74	View chart
Bank of America Corporation (BAC)	0.0	$204k		3.7k	54.43	View chart
Ge Vernova (GEV)	0.0	$201k	-34%	211.00	950.49	View chart
Ford Motor Company (F)	0.0	$122k	-4%	10k	12.06	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 Q3 filed Oct. 15, 2026
Legacy Wealth Partners 2026 Q2 filed July 22, 2026
Legacy Wealth Partners 2026 Q1 filed April 17, 2026

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