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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, VTV, VOO, and represent 38.02% of Legacy Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: IVV (+$10M), USHY (+$9.6M), VO (+$8.5M), EEM (+$6.5M), UJB, IWM, IDHQ, TIP, IXJ, VRIG.
Started 33 new stock positions in SPCX, EWW, ASHR, IWB, IXJ, TIP, IALT, CARR, MU, EWU.
Reduced shares in these 10 stocks: SGOV (-$23M), VTV (-$5.4M), NVDA, PDBC, IEFA, IEF, RPV, COMT, GVI, .
Sold out of its positions in AVSF, BINC, EPD, FDX, HCA, QQQ, RPV, IAU, IYF, GVI. COMT, QUAL, LST, PEP, PFE, LDUR, UGL, EWX, TALK, TNYA.
Legacy Wealth Partners was a net buyer of stock by $25M.
Legacy Wealth Partners has $445M in assets under management (AUM), dropping by 11.62%.
Central Index Key (CIK): 0002066638

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Portfolio Holdings for Legacy Wealth Partners

Legacy Wealth Partners holds 189 positions in its portfolio as reported in the June 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	$62M	+19%	83k	748.89	View chart
Ishares Tr Core Us Aggbd Et (AGG)	10.6	$47M		479k	98.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.4	$24M	-9%	247k	96.58	View chart
Vanguard Index Fds Value Etf (VTV)	4.5	$20M	-21%	92k	217.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.6	$16M		23k	686.81	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.9	$13M	+99%	190k	68.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.7	$12M		39k	303.12	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.5	$11M	+308%	140k	80.57	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.5	$11M	+10%	240k	46.15	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.2	$9.8M		137k	71.25	View chart
Ishares Tr Broad Usd High (USHY)	2.2	$9.6M	NEW	261k	37.02	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.0	$9.0M	+24%	12k	746.75	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.6	$7.2M	+108%	24k	300.45	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.6	$7.0M	+2%	88k	79.97	View chart
Ishares Tr Core 60 Bala Etf (AOR)	1.5	$6.8M		98k	69.50	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$5.4M	+2%	107k	50.58	View chart
Ssga Active Tr State Street Us (XLSR)	1.2	$5.1M	+7%	79k	64.86	View chart
NVIDIA Corporation (NVDA)	1.1	$5.0M	-44%	25k	200.09	View chart
Ishares Tr Core 80 20 Etf (AOA)	1.1	$5.0M		51k	97.60	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.1	$4.7M		93k	50.60	View chart
Apple (AAPL)	0.9	$4.1M	-6%	14k	289.36	View chart
Proshares Tr Ultra High Yld (UJB)	0.9	$4.0M	NEW	52k	78.51	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.8	$3.7M	+13%	72k	51.78	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	0.8	$3.7M	+85%	55k	67.23	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.8	$3.5M	-22%	69k	50.39	View chart
Proshares Tr Msci Emrg Etf (EET)	0.8	$3.5M	+97%	29k	117.57	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$3.4M		58k	59.69	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.7	$3.3M	NEW	4.5k	736.33	View chart
Ishares Tr Tips Bd Etf (TIP)	0.7	$3.3M	NEW	30k	109.43	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$3.1M	+4%	64k	48.43	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$2.8M	+5%	36k	77.91	View chart
Microsoft Corporation (MSFT)	0.6	$2.5M	+11%	6.6k	373.02	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	0.5	$2.3M	+20%	86k	26.75	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.5	$2.3M	-59%	144k	15.88	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.5	$2.3M	+785%	91k	25.07	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.5	$2.3M	+10%	13k	173.53	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.5	$2.3M	+4%	14k	158.25	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.5	$2.1M	NEW	21k	98.38	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.4	$2.0M	+22%	18k	110.35	View chart
Ssga Active Tr St Str Secto Etf (FISR)	0.4	$2.0M	-17%	76k	25.65	View chart
Ishares Msci Mexico Etf (EWW)	0.4	$1.9M	NEW	26k	75.27	View chart
Amazon (AMZN)	0.4	$1.9M	+22%	8.1k	238.34	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.4	$1.9M	+17%	35k	53.11	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.4	$1.9M		7.5k	246.21	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$1.8M		18k	103.88	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.4	$1.7M	NEW	37k	46.14	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.4	$1.7M	+153%	18k	96.37	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.4	$1.7M	NEW	9.2k	179.53	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.4	$1.6M	-8%	28k	57.67	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.3	$1.5M		31k	49.89	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.3	$1.5M	+11%	46k	33.43	View chart
Eli Lilly & Co. (LLY)	0.3	$1.5M		1.2k	1199.43	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$1.4M	+14%	21k	68.01	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.4M	+18%	2.9k	500.39	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.4M	+527%	17k	86.14	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$1.4M	-21%	17k	82.11	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.3M	+9%	9.7k	137.53	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$1.3M		17k	76.70	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$1.3M	+283%	14k	91.64	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.3M	-14%	16k	82.84	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$1.3M		27k	46.81	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.3	$1.3M	+8%	19k	67.56	View chart
Jpmorgan Chase Finl Inverse Vix Etn (VYLD)	0.3	$1.3M	NEW	42k	29.65	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.3	$1.2M	+3%	18k	68.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.2M	+3%	3.4k	357.37	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.3	$1.1M	NEW	36k	30.85	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.1M	-14%	4.9k	227.06	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$1.1M	+58%	22k	50.15	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.1M	-28%	2.9k	368.38	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.0M		3.2k	327.33	View chart
Broadcom (AVGO)	0.2	$1.0M	-13%	2.7k	377.71	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.2	$971k	+39%	37k	26.23	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.2	$948k	+8%	22k	43.76	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$941k		11k	89.01	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$882k	NEW	4.1k	212.78	View chart
Advanced Micro Devices (AMD)	0.2	$841k	-7%	1.4k	580.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$810k	-4%	5.5k	148.30	View chart
Ishares Tr Core 30 70 Etf (AOK)	0.2	$761k	+3%	18k	41.48	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.2	$753k	-2%	14k	52.72	View chart
Johnson & Johnson (JNJ)	0.2	$753k		3.0k	253.97	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$752k		9.0k	83.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$748k	+17%	2.0k	370.05	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$740k		7.4k	100.16	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$722k	+6%	7.6k	94.52	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$722k	+103%	8.2k	87.88	View chart
SYSCO Corporation (SYY)	0.2	$712k	+25%	8.5k	83.58	View chart
Lam Research Corp Com New (LRCX)	0.2	$708k	-3%	1.6k	433.33	View chart
Costco Wholesale Corporation (COST)	0.2	$697k	-2%	745.00	935.47	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$689k	+18%	5.5k	124.42	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.2	$681k	NEW	13k	52.95	View chart
Spdr Series Trust St Long Bd Etf (SPLB)	0.2	$672k	+15%	30k	22.40	View chart
Spdr Series Trust St Str Usd Etf (EMHC)	0.1	$639k	+2%	25k	25.44	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$639k		8.5k	75.51	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$621k		8.1k	77.11	View chart
Managed Portfolio Ser Kens Cr Oppo Etf (KAMO)	0.1	$615k	+9%	25k	24.64	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$615k	-97%	6.1k	100.66	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$603k	NEW	6.2k	96.76	View chart
Kla Corp Com New (KLAC)	0.1	$592k	+834%	2.0k	301.71	View chart
Abbvie (ABBV)	0.1	$584k	-10%	2.3k	251.64	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$571k		7.9k	72.28	View chart
Exxon Mobil Corporation (XOM)	0.1	$560k	+11%	4.1k	136.71	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$555k	+9%	14k	40.29	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.1	$551k		12k	46.85	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$549k		3.4k	163.67	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$546k	-44%	7.1k	76.55	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$545k	-37%	5.1k	107.62	View chart
Meta Platforms Cl A (META)	0.1	$537k	-6%	953.00	563.50	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$514k	+10%	23k	22.78	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$494k	+38%	4.3k	114.61	View chart
Boston Scientific Corporation (BSX)	0.1	$489k	+4%	12k	42.68	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$479k	+14%	9.5k	50.37	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$472k	-10%	1.4k	342.83	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$472k	-76%	7.0k	67.38	View chart
International Business Machines (IBM)	0.1	$458k		1.6k	281.29	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$456k	+2%	2.8k	164.60	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$454k	-10%	4.5k	100.35	View chart
Jacobs Engineering Group (J)	0.1	$452k		3.6k	126.00	View chart
Ge Aerospace Com New (GE)	0.1	$447k		1.2k	373.73	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.1	$441k	-16%	10k	43.11	View chart
Raytheon Technologies Corp (RTX)	0.1	$417k		2.2k	189.75	View chart
Intel Corporation (INTC)	0.1	$404k	NEW	2.9k	139.63	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$403k		4.0k	101.24	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$402k		1.3k	306.30	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.1	$401k		20k	19.89	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$397k		2.0k	197.60	View chart
Xylem (XYL)	0.1	$395k	-37%	3.3k	118.21	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.1	$394k	+26%	21k	18.93	View chart
Applied Materials (AMAT)	0.1	$390k	-10%	540.00	723.00	View chart
Cintas Corporation (CTAS)	0.1	$390k		2.3k	170.08	View chart
Altria (MO)	0.1	$383k		5.3k	71.95	View chart
Visa Com Cl A (V)	0.1	$381k	-11%	1.1k	343.09	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$380k		13k	30.49	View chart
Micron Technology (MU)	0.1	$378k	NEW	327.00	1154.29	View chart
Ge Vernova (GEV)	0.1	$376k		320.00	1174.86	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$369k	NEW	10k	36.60	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$358k	-82%	3.8k	94.58	View chart
Lockheed Martin Corporation (LMT)	0.1	$349k	-2%	685.00	509.56	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$347k	-4%	982.00	353.33	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$345k	NEW	12k	28.05	View chart
Aon Shs Cl A (AON)	0.1	$344k		1.0k	331.69	View chart
Wal-Mart Stores (WMT)	0.1	$336k	+7%	3.0k	113.26	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.1	$324k	+9%	4.0k	81.30	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$321k	NEW	333.00	965.00	View chart
Spdr Series Trust Sst Spdr Bloombe (EBND)	0.1	$318k		15k	20.92	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$318k		11k	29.43	View chart
Chevron Corporation (CVX)	0.1	$311k	+8%	1.9k	165.76	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$310k	+18%	9.3k	33.29	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$306k	+9%	9.6k	31.78	View chart
Trane Technologies SHS (TT)	0.1	$305k		621.00	491.16	View chart
Mastercard Incorporated Cl A (MA)	0.1	$300k	-13%	584.00	513.60	View chart
Cisco Systems (CSCO)	0.1	$297k	-14%	2.5k	117.46	View chart
Home Depot (HD)	0.1	$295k	-6%	838.00	352.50	View chart
Duke Energy Corp Com New (DUK)	0.1	$295k		2.3k	126.58	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$290k		1.2k	252.23	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$288k	NEW	7.1k	40.59	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$284k	NEW	5.6k	50.29	View chart
Dbx Etf Tr Xtrack Hrvst Csi (ASHR)	0.1	$273k	NEW	7.5k	36.66	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$270k	NEW	3.3k	80.82	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$269k	NEW	2.0k	136.62	View chart
Invesco Exch Trd Slf Idx Bull 2034 Co Etf (BSCY)	0.1	$268k	-20%	13k	20.66	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$268k	-20%	14k	19.61	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$267k	-20%	14k	19.52	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$266k	-20%	16k	16.64	View chart
Invesco Exch Trd Slf Idx Bulletshares (BSCZ)	0.1	$266k	-20%	13k	20.47	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$266k	-22%	13k	20.36	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$265k	-19%	14k	18.57	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$265k	-20%	13k	20.51	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$264k	-19%	16k	16.39	View chart
Invesco Exch Trd Slf Idx Bul 2033 Cor Etf (BSCX)	0.1	$264k	-19%	13k	21.05	View chart
Quanta Services (PWR)	0.1	$260k	NEW	361.00	720.04	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$259k	-11%	4.6k	56.59	View chart
Coca-Cola Company (KO)	0.1	$252k	-7%	3.1k	81.27	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$251k	NEW	1.5k	170.86	View chart
Ishares Tr Long Term Muni (LMUB)	0.1	$249k	NEW	4.9k	51.22	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$244k		2.6k	95.09	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$242k	+13%	4.8k	50.57	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$240k	+12%	2.9k	82.65	View chart
Delta Air Lines Com New (DAL)	0.1	$237k	NEW	2.5k	93.66	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$237k		1.0k	236.62	View chart
Carrier Global Corporation (CARR)	0.1	$230k	NEW	3.1k	73.36	View chart
McDonald's Corporation (MCD)	0.1	$225k	-18%	833.00	270.42	View chart
Us Bancorp Com New (USB)	0.1	$225k	NEW	3.7k	60.40	View chart
At&t (T)	0.0	$218k	-3%	11k	20.70	View chart
Bank of America Corporation (BAC)	0.0	$217k	NEW	3.8k	56.98	View chart
TJX Companies (TJX)	0.0	$215k	-6%	1.4k	151.50	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$214k	NEW	522.00	409.53	View chart
Tesla Motors (TSLA)	0.0	$214k	NEW	508.00	420.60	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$209k	NEW	4.0k	51.85	View chart
Ford Motor Company (F)	0.0	$147k	-8%	11k	13.90	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 Q2 filed July 22, 2026
Legacy Wealth Partners 2026 Q1 filed April 17, 2026

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