Legacy Wealth Partners

Legacy Wealth Partners as of June 30, 2026

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