Legacy Wealth Partners, Llc Portfolio Stock Holdings
Legacy Wealth Partners, Llc disclosed 176 stock positions valued at approximately $398.9 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 17, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 176
- Portfolio Value
- $398.9M
Holdings by Sector
Legacy Wealth Partners, Llc Portfolio Holdings in Q1 2026
166 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | AGG | Other | 11.98% | 481,289 | -21,551 | -4.29% | $47,777,522 |
| ISHARES TR | IVV | Other | 11.35% | 69,296 | -10,492 | -13.15% | $45,264,713 |
| ISHARES TR | IEFA | Other | 6.21% | 273,493 | +690 | +0.25% | $24,759,311 |
| ISHARES TR | SGOV | Other | 5.92% | 234,767 | +224,502 | +2187.06% | $23,631,638 |
| VANGUARD INDEX FDS | VTV | Other | 5.72% | 116,322 | +67,568 | +138.59% | $22,822,470 |
| VANGUARD INDEX FDS | VOO | Other | 3.42% | 22,839 | +943 | +4.31% | $13,647,292 |
| VANGUARD INDEX FDS | VB | Other | 2.56% | 39,004 | +1,590 | +4.25% | $10,216,044 |
| ISHARES TR | IUSB | Other | 2.52% | 218,024 | +181,283 | +493.41% | $10,070,533 |
| VANGUARD INDEX FDS | VO | Other | 2.46% | 34,178 | +1,010 | +3.05% | $9,815,304 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.17% | 135,254 | +3,771 | +2.87% | $8,667,093 |
| NVIDIA CORPORATION | NVDA | Technology | 1.97% | 44,985 | -2,962 | -6.18% | $7,845,437 |
| ISHARES TR | HYG | Other | 1.70% | 85,029 | +5,947 | +7.52% | $6,764,907 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.58% | 9,685 | -27,410 | -73.89% | $6,298,298 |
| ISHARES TR | AOR | Other | 1.55% | 96,261 | -9,419 | -8.91% | $6,194,400 |
| INVESCO ACTVELY MNGD ETC FD | PDBC | Other | 1.53% | 353,500 | +353,500 | +100.00% | $6,122,620 |
| ISHARES TR | EEM | Other | 1.35% | 94,911 | +23,927 | +33.71% | $5,390,022 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.30% | 104,005 | -1,189 | -1.13% | $5,188,809 |
| ISHARES TR | IAGG | Other | 1.19% | 95,019 | +85,959 | +948.77% | $4,754,751 |
| ISHARES TR | AOA | Other | 1.11% | 50,120 | -6,219 | -11.04% | $4,435,159 |
| SSGA ACTIVE TR | XLSR | Other | 1.07% | 73,754 | +5,348 | +7.82% | $4,258,556 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.02% | 88,729 | +5,004 | +5.98% | $4,050,479 |
| APPLE INC | AAPL | Technology | 0.97% | 15,209 | +459 | +3.11% | $3,859,965 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.77% | 56,620 | +1,540 | +2.80% | $3,060,330 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.74% | 63,295 | +5,046 | +8.66% | $2,969,168 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.74% | 61,403 | +5,179 | +9.21% | $2,950,414 |
| ISHARES TR | IWM | Other | 0.72% | 11,568 | +2,045 | +21.47% | $2,868,949 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.67% | 33,879 | +3,182 | +10.37% | $2,656,452 |
| SSGA ACTIVE TR | FISR | Other | 0.60% | 92,538 | +28,141 | +43.70% | $2,380,077 |
| MICROSOFT CORP | MSFT | Technology | 0.55% | 5,943 | -629 | -9.57% | $2,199,744 |
| ISHARES TR | IEF | Other | 0.52% | 21,624 | +13,298 | +159.72% | $2,063,839 |
| WISDOMTREE TR | DXJ | Other | 0.47% | 11,810 | +11,810 | +100.00% | $1,872,830 |
| WISDOMTREE TR | USDU | Other | 0.47% | 71,083 | +71,083 | +100.00% | $1,871,615 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.46% | 30,012 | +30,012 | +100.00% | $1,838,535 |
| ISHARES TR | SHY | Other | 0.45% | 21,696 | +5,219 | +31.67% | $1,791,403 |
| ISHARES TR | EFA | Other | 0.44% | 18,056 | -10 | -0.06% | $1,753,731 |
| SPDR GOLD TR | GLD | Other | 0.44% | 4,043 | -9,864 | -70.93% | $1,739,662 |
| SPDR SERIES TRUST | XBI | Other | 0.44% | 13,595 | -1,705 | -11.14% | $1,736,489 |
| INVESCO EXCHANGE TRADED FD T | RPV | Other | 0.42% | 15,650 | +15,650 | +100.00% | $1,680,654 |
| ISHARES U S ETF TR | COMT | Other | 0.42% | 49,268 | +49,268 | +100.00% | $1,665,751 |
| ISHARES TR | GVI | Other | 0.41% | 15,368 | +1,975 | +14.75% | $1,639,458 |
| SPDR INDEX SHS FDS | EWX | Other | 0.41% | 24,793 | +3,227 | +14.96% | $1,639,313 |
| ISHARES TR | SHV | Other | 0.41% | 14,674 | +1,571 | +11.99% | $1,619,863 |
| VANGUARD INDEX FDS | VXF | Other | 0.39% | 7,493 | +214 | +2.94% | $1,542,059 |
| PROSHARES TR | SSO | Other | 0.38% | 29,370 | -137,512 | -82.40% | $1,523,717 |
| ISHARES TR | AOM | Other | 0.37% | 31,035 | -2,285 | -6.86% | $1,470,149 |
| SPDR SERIES TRUST | SPSM | Other | 0.37% | 30,191 | -5,730 | -15.95% | $1,458,829 |
| PROSHARES TR | UWM | Other | 0.35% | 29,802 | +1,306 | +4.58% | $1,390,859 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.34% | 6,554 | -297 | -4.34% | $1,365,002 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.33% | 17,116 | +1,508 | +9.66% | $1,321,014 |
| ISHARES INC | IEMG | Other | 0.32% | 18,349 | +308 | +1.71% | $1,279,864 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.31% | 26,648 | +2,334 | +9.60% | $1,251,124 |
| ISHARES TR | IVE | Other | 0.30% | 5,740 | -595 | -9.39% | $1,212,001 |
| VANGUARD BD INDEX FDS | BLV | Other | 0.30% | 17,565 | +1,656 | +10.41% | $1,208,121 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.29% | 2,422 | +169 | +7.50% | $1,160,622 |
| VANGUARD INDEX FDS | VUG | Other | 0.29% | 2,651 | -668 | -20.13% | $1,158,145 |
| INVESCO QQQ TR | QQQ | Other | 0.29% | 1,986 | +1,986 | +100.00% | $1,146,260 |
| ELI LILLY & CO | LLY | Healthcare | 0.28% | 1,224 | -28 | -2.24% | $1,125,798 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.27% | 18,458 | -2,070 | -10.08% | $1,073,886 |
| SPDR SERIES TRUST | SPMD | Other | 0.25% | 17,077 | +1,150 | +7.22% | $1,011,300 |
| ISHARES TR | IVW | Other | 0.25% | 8,919 | -439 | -4.69% | $1,008,828 |
| BROADCOM INC | AVGO | Technology | 0.24% | 3,110 | -30 | -0.96% | $962,577 |
| ISHARES TR | EFV | Other | 0.24% | 12,934 | -1,665 | -11.40% | $961,643 |
| ALPHABET INC | GOOGL | Communication Services | 0.24% | 3,331 | -159 | -4.56% | $957,862 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.23% | 3,150 | +74 | +2.41% | $926,604 |
| PIMCO ETF TR | LDUR | Other | 0.23% | 9,505 | +9,505 | +100.00% | $910,769 |
| AMERICAN CENTY ETF TR | AVSF | Other | 0.23% | 19,437 | +19,437 | +100.00% | $909,652 |
| ISHARES TR | IDEV | Other | 0.22% | 10,479 | -3,451 | -24.77% | $875,740 |
| ISHARES TR | MUB | Other | 0.22% | 8,100 | +1,893 | +30.50% | $859,815 |
| SPDR INDEX SHS FDS | GWX | Other | 0.21% | 19,930 | +1,578 | +8.60% | $841,644 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.19% | 768 | -32 | -4.00% | $765,258 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 0.19% | 7,377 | -678 | -8.42% | $739,102 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.18% | 2,973 | +77 | +2.66% | $726,720 |
| ISHARES TR | IJR | Other | 0.18% | 5,693 | -305 | -5.09% | $707,728 |
| ISHARES TR | AOK | Other | 0.18% | 17,680 | -220 | -1.23% | $705,260 |
| INVESCO ACTIVELY MANAGED EXC | GSY | Other | 0.18% | 13,936 | +13,936 | +100.00% | $698,472 |
| SPDR SERIES TRUST | SPTL | Other | 0.17% | 26,453 | -8,784 | -24.93% | $695,714 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.17% | 10,933 | -19 | -0.17% | $686,046 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.17% | 9,082 | -12 | -0.13% | $682,055 |
| ISHARES TR | MBB | Other | 0.17% | 7,155 | -320 | -4.28% | $679,367 |
| SPDR SERIES TRUST | JNK | Other | 0.17% | 6,955 | +2,989 | +75.37% | $665,733 |
| XYLEM INC | XYL | Industrials | 0.16% | 5,369 | +3,115 | +138.20% | $641,596 |
| EXXON MOBIL CORP | XOM | Energy | 0.16% | 3,670 | -853 | -18.86% | $622,656 |
| SPDR SERIES TRUST | EMHC | Other | 0.15% | 24,453 | +1,619 | +7.09% | $606,434 |
| META PLATFORMS INC | META | Communication Services | 0.15% | 1,019 | -8 | -0.78% | $583,178 |
| SPDR SERIES TRUST | SPLB | Other | 0.14% | 25,964 | +25,964 | +100.00% | $576,920 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.14% | 15,096 | - | - | $571,233 |
| ABBVIE INC | ABBV | Healthcare | 0.14% | 2,600 | +338 | +14.94% | $565,474 |
| ISHARES TR | ISCB | Other | 0.14% | 8,626 | +8 | +0.09% | $561,484 |
| VANGUARD INDEX FDS | VTI | Other | 0.14% | 1,725 | -251 | -12.70% | $553,501 |
| ISHARES TR | IJH | Other | 0.14% | 8,054 | -65 | -0.80% | $543,906 |
| AMERICAN CENTY ETF TR | KORP | Other | 0.14% | 11,643 | +734 | +6.73% | $542,690 |
| ISHARES TR | QUAL | Other | 0.13% | 2,742 | +128 | +4.90% | $525,943 |
| ISHARES TR | EFG | Other | 0.13% | 4,677 | +4,677 | +100.00% | $520,877 |
| ISHARES TR | TLH | Other | 0.13% | 5,062 | -633 | -11.12% | $509,845 |
| SSGA ACTIVE ETF TR | SRLN | Other | 0.13% | 12,596 | +955 | +8.20% | $505,603 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.12% | 7,899 | -532 | -6.31% | $484,367 |
| SYSCO CORP | SYY | Consumer Defensive | 0.12% | 6,787 | -108 | -1.57% | $484,117 |
| ISHARES TR | ESGU | Other | 0.12% | 3,357 | -78 | -2.27% | $474,747 |
| ISHARES TR | GOVT | Other | 0.12% | 20,347 | +20,347 | +100.00% | $466,150 |
| JACOBS SOLUTIONS INC | J | Industrials | 0.11% | 3,590 | - | - | $456,935 |