Legacy Wealth Partners

Legacy Wealth Partners as of March 31, 2026

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