Legacy Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 15, 2026, Legacy Wealth Partners, Llc disclosed 196 stock positions valued at approximately $462.02M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 196
- Portfolio Value
- $462.02M
Holdings by Sector
Legacy Wealth Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 14.05% | 84,745 | +1,741 | +2.10% | $64,901,853 |
| ISHARES TR | AGG | Other | 9.45% | 461,720 | -17,274 | -3.61% | $43,650,978 |
| ISHARES TR | IEFA | Other | 5.31% | 253,290 | +6,305 | +2.55% | $24,538,722 |
| VANGUARD INDEX FDS | VOO | Other | 3.49% | 23,024 | -102 | -0.44% | $16,136,733 |
| ISHARES TR | DIVB | Other | 3.26% | 233,415 | +233,415 | +100.00% | $15,057,602 |
| INVESCO QQQ TR | QQQ | Other | 2.86% | 17,856 | +15,870 | +799.09% | $13,209,220 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.74% | 16,606 | +4,521 | +37.41% | $12,664,083 |
| VANGUARD INDEX FDS | VB | Other | 2.46% | 39,981 | +878 | +2.25% | $11,374,071 |
| VANGUARD INDEX FDS | VO | Other | 2.43% | 143,243 | +3,562 | +2.55% | $11,233,130 |
| ISHARES TR | SGOV | Other | 2.43% | 111,524 | +105,411 | +1724.37% | $11,228,236 |
| ISHARES TR | IUSB | Other | 2.39% | 250,124 | +10,155 | +4.23% | $11,027,951 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.16% | 141,334 | +4,100 | +2.99% | $9,979,569 |
| ISHARES TR | EEM | Other | 1.91% | 132,207 | -57,401 | -30.27% | $8,830,108 |
| INVESCO ACTVELY MNGD ETC FD | PDBC | Other | 1.54% | 368,183 | +224,464 | +156.18% | $7,105,932 |
| ISHARES TR | HYG | Other | 1.52% | 91,074 | +3,558 | +4.07% | $7,031,828 |
| ISHARES TR | AOR | Other | 1.42% | 95,689 | -2,329 | -2.38% | $6,556,609 |
| SSGA ACTIVE TR | XLSR | Other | 1.32% | 92,011 | +12,861 | +16.25% | $6,110,451 |
| NVIDIA CORPORATION | NVDA | Technology | 1.26% | 25,442 | +449 | +1.80% | $5,810,497 |
| ISHARES TR | AOA | Other | 1.13% | 53,501 | +2,676 | +5.27% | $5,204,058 |
| PROSHARES TR | QLD | Other | 1.07% | 51,512 | +45,285 | +727.24% | $4,927,123 |
| VANGUARD INDEX FDS | VTV | Other | 1.07% | 22,801 | -68,942 | -75.15% | $4,926,792 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.05% | 96,383 | +27,549 | +40.02% | $4,839,390 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.03% | 100,586 | -5,914 | -5.55% | $4,763,753 |
| APPLE INC | AAPL | Technology | 1.02% | 14,206 | -83 | -0.58% | $4,730,791 |
| ISHARES TR | IAGG | Other | 0.94% | 88,390 | -4,841 | -5.19% | $4,348,792 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.88% | 78,515 | +6,596 | +9.17% | $4,063,936 |
| SSGA ACTIVE TR | FISR | Other | 0.83% | 156,575 | +80,370 | +105.47% | $3,821,996 |
| MICROSOFT CORP | MSFT | Technology | 0.75% | 6,738 | +132 | +2.00% | $3,455,798 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.74% | 57,775 | +289 | +0.50% | $3,426,657 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.68% | 66,804 | +2,675 | +4.17% | $3,131,103 |
Showing 30 of 196 holdings in the latest reporting period.