Q2 2026 13F · SEC CIK 2066638

Legacy Wealth Partners, LLC

Wealth managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $445.3M
Reported positions: 189
Holdings vs S&P 500, 3 yrs: —
Assets under management: $646.0M

Legacy Wealth Partners, LLC is a wealth manager that reported 189 positions worth $445.3M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 14.0%), Ishares Tr (AGG, 10.6%), Ishares Core Msci Eafe ETF (IEFA, 5.4%).

Legacy Wealth Partners, LLC holdings largest 50 of 189 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Legacy Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	14.0%	11.3%	83,004	+19.8%	$62.2M
AGGIshares Tr	10.6%	12.0%	478,994	-0.5%	$47.4M
IEFAIshares Core Msci Eafe ETF	5.4%	6.2%	246,985	-9.7%	$23.9M
VTVVanguard Value ETF	4.5%	5.7%	91,743	-21.1%	$20.0M
VOOVanguard S&p 500 ETF	3.6%	3.4%	23,126	+1.3%	$15.9M
EEMIshares	2.9%	1.4%	189,608	+99.8%	$13.0M
VBVanguard Indx Fd	2.7%	2.6%	39,103	+0.3%	$11.9M
VOVanguard Index Fds	2.5%	2.5%	139,681	+308.7%	$11.3M
IUSBIshares Core Universal Usd Bond ETF	2.5%	2.5%	239,969	+10.1%	$11.1M
VEAVanguard Tax-Managed Fds	2.2%	2.2%	137,234	+1.5%	$9.8M
USHYIshares Tr	2.2%	—	260,491	—	$9.6M
SPYSpdr S&p 500 ETF Tr	2.0%	1.6%	12,085	+24.8%	$9.0M
IWMIshares	1.6%	0.7%	24,130	+108.6%	$7.2M
HYGIshares Trust	1.6%	1.7%	87,516	+2.9%	$7.0M
AORIshares Tr	1.5%	1.6%	98,018	+1.8%	$6.8M
VTEBVanguard Tx Ex Bd	1.2%	1.3%	106,500	+2.4%	$5.4M
XLSRSsga Active Tr	1.2%	1.1%	79,150	+7.3%	$5.1M
NVDANvidia Corporation Com	1.1%	2.0%	24,993	-44.4%	$5.0M
AOAiShares Core Aggressive Allocation ETF	1.1%	1.1%	50,825	+1.4%	$5.0M
IAGGiShares International Aggregate Bond Fun	1.1%	1.2%	93,231	-1.9%	$4.7M
AAPLApple Inc	0.9%	1.0%	14,289	-6.0%	$4.1M
UJBProshares Tr	0.9%	—	51,504	—	$4.0M
SPEMState Street Spdr Portfolio Emerging Mar	0.8%	0.7%	71,919	+13.6%	$3.7M
UWMProshares Tr	0.8%	0.3%	55,321	+85.6%	$3.7M
SPDWSPDR Portfolio Developed World	0.8%	1.0%	68,834	-22.4%	$3.5M
EETProshares Tr	0.8%	—	29,367	—	$3.5M
VWOVanguard Intl Equity Index F	0.8%	0.8%	57,486	+1.5%	$3.4M
IDHQInvesco Exch Traded Fd Tr II	0.7%	—	4,526	—	$3.3M
TIPiShares TIPS Bond ETF	0.7%	—	29,907	—	$3.3M
BNDXVanguard Charlotte Fds	0.7%	0.7%	64,129	+4.4%	$3.1M
BSVVanguard Bd Index Fds Vanguard Short Ter	0.6%	0.7%	35,713	+5.4%	$2.8M
MSFTMicrosoft Corp	0.6%	0.6%	6,606	+11.2%	$2.5M
USDUWisdomtree Tr	0.5%	0.5%	85,677	+20.5%	$2.3M
PDBCInvesco Actvely Mngd Etc Fd	0.5%	1.5%	143,719	-59.3%	$2.3M
VRIGInvesco Actively Managed Exc	0.5%	—	90,666	—	$2.3M
DXJWisdomtree Tr	0.5%	0.5%	13,065	+10.6%	$2.3M
XBISpdr Series Trust	0.5%	0.4%	14,230	+4.7%	$2.3M
IXJIshares Global Healthcare ETF	0.5%	—	21,367	—	$2.1M
SHVIshares Tr	0.4%	0.4%	18,012	+22.7%	$2.0M
FISRSsga Active Tr	0.4%	0.6%	76,205	-17.7%	$2.0M
EWWIshares Msci Mexico ETF	0.4%	—	25,666	—	$1.9M
AMZNAmazon Com Inc Com	0.4%	0.3%	8,052	+22.9%	$1.9M
XLEState Street Energy Select Sector Spdr E	0.4%	0.5%	35,374	+17.9%	$1.9M
VXFVanguard Index Fds	0.4%	0.4%	7,546	+0.7%	$1.9M
EFAiShs MSCI EAFE	0.4%	0.4%	17,732	-1.8%	$1.8M
EWUIshares Tr	0.4%	—	36,783	—	$1.7M
JNKState Street Spdr Bloomberg High Yield B	0.4%	—	17,608	—	$1.7M
IYMIshares Tr	0.4%	—	9,214	—	$1.7M
SPSMSpdr Series Trust	0.4%	0.4%	27,737	-8.1%	$1.6M
AOMIshares Tr	0.3%	0.4%	30,901	-0.4%	$1.5M

What Legacy Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$445.3M	189
Q1 2026	$398.9M	176
Q4 2025	$386.3M	177

Questions about Legacy Wealth Partners, LLC's portfolio

What stocks does Legacy Wealth Partners, LLC own?

Legacy Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 189 positions worth $445.3M. The largest are Ishares Core S&p 500 ETF (IVV) at 14.0%, Ishares Tr (AGG) at 10.6%, Ishares Core Msci Eafe ETF (IEFA) at 5.4%, Vanguard Value ETF (VTV) at 4.5% and Vanguard S&p 500 ETF (VOO) at 3.6%.

What did Legacy Wealth Partners, LLC buy last quarter?

In Q2 2026, Legacy Wealth Partners, LLC added Vanguard Index Fds (VO) (+308.7% shares), Ishares (IWM) (+108.6% shares) and Ishares (EEM) (+99.8% shares), compared with its Q1 2026 filing.

What did Legacy Wealth Partners, LLC sell last quarter?

In Q2 2026, Legacy Wealth Partners, LLC cut from its top 50 iShares 0-3 Month Treasury Bon (SGOV), cut from its top 50 iShs 7-10 ys Tsy (IEF), cut from its top 50 iShs Lehman 1-3Tsy (SHY), cut from its top 50 Spdr Gold Shares (GLD), cut from its top 50 Invesco S&p 500 Pure Value (RPV), Invesco Actvely Mngd Etc Fd (PDBC) (-59.3% shares), Nvidia Corporation Com (NVDA) (-44.4% shares) and SPDR Portfolio Developed World (SPDW) (-22.4% shares), compared with its Q1 2026 filing.

When is Legacy Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Legacy Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Legacy Wealth Partners, LLC manage?

Legacy Wealth Partners, LLC reported $646.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $445.3M.