Legacy Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 22, 2026, Legacy Wealth Partners, Llc disclosed 173 stock positions valued at approximately $445.26M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 173
- Portfolio Value
- $445.26M
Holdings by Sector
Legacy Wealth Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 13.96% | 83,004 | +13,708 | +19.78% | $62,160,666 |
| ISHARES TR | AGG | Other | 10.65% | 478,994 | -2,295 | -0.48% | $47,410,830 |
| ISHARES TR | IEFA | Other | 5.36% | 246,985 | -26,508 | -9.69% | $23,853,786 |
| VANGUARD INDEX FDS | VTV | Other | 4.49% | 91,743 | -24,579 | -21.13% | $19,993,486 |
| VANGUARD INDEX FDS | VOO | Other | 3.57% | 23,126 | +287 | +1.26% | $15,883,187 |
| ISHARES TR | EEM | Other | 2.91% | 189,608 | +94,697 | +99.77% | $12,971,100 |
| VANGUARD INDEX FDS | VB | Other | 2.66% | 39,103 | +99 | +0.25% | $11,852,999 |
| VANGUARD INDEX FDS | VO | Other | 2.53% | 139,681 | +105,503 | +308.69% | $11,254,085 |
| ISHARES TR | IUSB | Other | 2.49% | 239,969 | +21,945 | +10.07% | $11,074,586 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.20% | 137,234 | +1,980 | +1.46% | $9,777,903 |
| ISHARES TR | USHY | Other | 2.17% | 260,491 | +209,765 | +413.53% | $9,643,377 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.03% | 12,085 | +2,400 | +24.78% | $9,024,423 |
| ISHARES TR | IWM | Other | 1.63% | 24,130 | +12,562 | +108.59% | $7,249,791 |
| ISHARES TR | HYG | Other | 1.57% | 87,516 | +2,487 | +2.92% | $6,998,655 |
| ISHARES TR | AOR | Other | 1.53% | 98,018 | +1,757 | +1.83% | $6,812,282 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.21% | 106,500 | +2,495 | +2.40% | $5,386,770 |
| SSGA ACTIVE TR | XLSR | Other | 1.15% | 79,150 | +5,396 | +7.32% | $5,133,669 |
| NVIDIA CORPORATION | NVDA | Technology | 1.12% | 24,993 | -19,992 | -44.44% | $5,000,812 |
| ISHARES TR | AOA | Other | 1.11% | 50,825 | +705 | +1.41% | $4,960,509 |
| ISHARES TR | IAGG | Other | 1.06% | 93,231 | -1,788 | -1.88% | $4,717,489 |
| APPLE INC | AAPL | Technology | 0.93% | 14,289 | -920 | -6.05% | $4,134,715 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.84% | 71,919 | +8,624 | +13.63% | $3,723,966 |
| PROSHARES TR | UWM | Other | 0.84% | 55,321 | +25,519 | +85.63% | $3,719,231 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.78% | 68,834 | -19,895 | -22.42% | $3,468,545 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.77% | 57,486 | +866 | +1.53% | $3,431,328 |
| INVESCO EXCH TRADED FD TR II | IDHQ | Other | 0.75% | 4,526 | +4,526 | +100.00% | $3,332,609 |
| ISHARES TR | TIP | Other | 0.74% | 29,907 | +29,907 | +100.00% | $3,272,723 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.70% | 64,129 | +2,726 | +4.44% | $3,105,767 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.62% | 35,713 | +1,834 | +5.41% | $2,782,400 |
| MICROSOFT CORP | MSFT | Technology | 0.55% | 6,606 | +663 | +11.16% | $2,464,180 |
Showing 30 of 173 holdings in the latest reporting period.