Legacy Wealth Partners, Llc Portfolio Stock Holdings
Legacy Wealth Partners, Llc disclosed 189 stock positions valued at approximately $445.3 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 June 30, 2026 and was filed on July 22, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 189
- Portfolio Value
- $445.3M
Holdings by Sector
Legacy Wealth Partners, Llc Portfolio Holdings in Q2 2026
173 holdings in the latest reporting period.
Page 1 of 2
| 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 |
| WISDOMTREE TR | USDU | Other | 0.51% | 85,677 | +14,594 | +20.53% | $2,291,860 |
| INVESCO ACTVELY MNGD ETC FD | PDBC | Other | 0.51% | 143,719 | -209,781 | -59.34% | $2,282,258 |
| INVESCO ACTIVELY MANAGED EXC | VRIG | Other | 0.51% | 90,666 | +80,427 | +785.50% | $2,272,997 |
| WISDOMTREE TR | DXJ | Other | 0.51% | 13,065 | +1,255 | +10.63% | $2,267,104 |
| SPDR SERIES TRUST | XBI | Other | 0.51% | 14,230 | +635 | +4.67% | $2,251,898 |
| ISHARES TR | IXJ | Other | 0.47% | 21,367 | +21,367 | +100.00% | $2,102,085 |
| ISHARES TR | SHV | Other | 0.45% | 18,012 | +3,338 | +22.75% | $1,987,624 |
| SSGA ACTIVE TR | FISR | Other | 0.44% | 76,205 | -16,333 | -17.65% | $1,954,658 |
| ISHARES INC | EWW | Other | 0.43% | 25,666 | +25,666 | +100.00% | $1,931,880 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.43% | 8,052 | +1,498 | +22.86% | $1,919,114 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.42% | 35,374 | +5,362 | +17.87% | $1,878,713 |
| VANGUARD INDEX FDS | VXF | Other | 0.42% | 7,546 | +53 | +0.71% | $1,857,901 |
| ISHARES TR | EFA | Other | 0.41% | 17,732 | -324 | -1.79% | $1,841,948 |
| ISHARES TR | EWU | Other | 0.38% | 36,783 | +36,783 | +100.00% | $1,697,168 |
| SPDR SERIES TRUST | JNK | Other | 0.38% | 17,608 | +10,653 | +153.17% | $1,696,883 |
| ISHARES TR | IYM | Other | 0.37% | 9,214 | +9,214 | +100.00% | $1,654,189 |
| SPDR SERIES TRUST | SPSM | Other | 0.36% | 27,737 | -2,454 | -8.13% | $1,599,593 |
| ISHARES TR | AOM | Other | 0.35% | 30,901 | -134 | -0.43% | $1,541,648 |
| ELI LILLY & CO | LLY | Healthcare | 0.33% | 1,226 | +2 | +0.16% | $1,470,501 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.32% | 21,159 | +2,701 | +14.63% | $1,439,024 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.32% | 2,874 | +452 | +18.66% | $1,438,121 |
| VANGUARD INDEX FDS | VUG | Other | 0.32% | 16,648 | +13,997 | +527.99% | $1,434,031 |
| ISHARES TR | SHY | Other | 0.32% | 17,105 | -4,591 | -21.16% | $1,404,524 |
| ISHARES TR | IVW | Other | 0.30% | 9,724 | +805 | +9.03% | $1,337,342 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.30% | 17,405 | +289 | +1.69% | $1,334,925 |
| SPDR SERIES TRUST | BIL | Other | 0.30% | 14,406 | +10,646 | +283.14% | $1,320,166 |
| ISHARES INC | IEMG | Other | 0.29% | 15,742 | -2,607 | -14.21% | $1,304,075 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 0.28% | 26,954 | +306 | +1.15% | $1,261,717 |
| SPDR SERIES TRUST | SPMD | Other | 0.28% | 18,516 | +1,439 | +8.43% | $1,250,941 |
| VANGUARD BD INDEX FDS | BLV | Other | 0.28% | 18,134 | +569 | +3.24% | $1,249,977 |
| ALPHABET INC | GOOGL | Communication Services | 0.28% | 3,447 | +116 | +3.48% | $1,231,854 |
| SPDR SERIES TRUST | FLRN | Other | 0.25% | 36,154 | +36,154 | +100.00% | $1,115,351 |
| ISHARES TR | IVE | Other | 0.25% | 4,912 | -828 | -14.43% | $1,115,319 |
| INVESCO ACTIVELY MANAGED EXC | GSY | Other | 0.25% | 22,055 | +8,119 | +58.26% | $1,106,058 |
| SPDR GOLD TR | GLD | Other | 0.24% | 2,910 | -1,133 | -28.02% | $1,071,986 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.24% | 3,205 | +55 | +1.75% | $1,049,093 |
| BROADCOM INC | AVGO | Technology | 0.23% | 2,693 | -417 | -13.41% | $1,017,183 |
| SPDR SERIES TRUST | SPTL | Other | 0.22% | 37,011 | +10,558 | +39.91% | $970,799 |
| SPDR INDEX SHS FDS | GWX | Other | 0.21% | 21,653 | +1,723 | +8.65% | $947,535 |
| ISHARES TR | IDEV | Other | 0.21% | 10,572 | +93 | +0.89% | $941,029 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.20% | 4,145 | -3,967 | -48.90% | $881,972 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.19% | 1,448 | -113 | -7.24% | $841,158 |
| ISHARES TR | IJR | Other | 0.18% | 5,463 | -230 | -4.04% | $810,157 |
| ISHARES TR | AOK | Other | 0.17% | 18,344 | +664 | +3.76% | $760,922 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.17% | 2,964 | -9 | -0.30% | $752,767 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.17% | 8,984 | -98 | -1.08% | $752,408 |
| VANGUARD INDEX FDS | VTI | Other | 0.17% | 2,022 | +297 | +17.22% | $748,242 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 0.17% | 7,389 | +12 | +0.16% | $740,082 |
| ISHARES TR | MBB | Other | 0.16% | 7,640 | +485 | +6.78% | $722,133 |
| SPDR SERIES TRUST | SPLG | Other | 0.16% | 8,212 | +4,174 | +103.37% | $721,671 |
| SYSCO CORP | SYY | Consumer Defensive | 0.16% | 8,514 | +1,727 | +25.45% | $711,600 |
| LAM RESEARCH CORP | LRCX | Other | 0.16% | 1,633 | -58 | -3.43% | $707,628 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.16% | 745 | -23 | -2.99% | $696,925 |
| ISHARES TR | EFG | Other | 0.15% | 5,535 | +858 | +18.35% | $688,665 |
| VANECK ETF TRUST | CLOI | Other | 0.15% | 12,861 | +12,861 | +100.00% | $680,990 |
| SPDR SERIES TRUST | SPLB | Other | 0.15% | 30,013 | +4,049 | +15.59% | $672,291 |
| SPDR SERIES TRUST | EMHC | Other | 0.14% | 25,122 | +669 | +2.74% | $639,104 |
| ISHARES TR | ISCB | Other | 0.14% | 8,463 | -163 | -1.89% | $639,014 |
| ISHARES TR | IJH | Other | 0.14% | 8,057 | +3 | +0.04% | $621,295 |
| ISHARES TR | SGOV | Other | 0.14% | 6,113 | -228,654 | -97.40% | $615,357 |
| PROSHARES TR | QLD | Other | 0.14% | 6,227 | +2,291 | +58.21% | $602,525 |
| KLA CORP | KLAC | Technology | 0.13% | 1,962 | +1,752 | +834.29% | $591,961 |
| ABBVIE INC | ABBV | Healthcare | 0.13% | 2,319 | -281 | -10.81% | $583,553 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.13% | 7,897 | -2 | -0.03% | $570,780 |
| EXXON MOBIL CORP | XOM | Energy | 0.13% | 4,098 | +428 | +11.66% | $560,230 |
| SSGA ACTIVE ETF TR | SRLN | Other | 0.12% | 13,786 | +1,190 | +9.45% | $555,438 |
| AMERICAN CENTY ETF TR | KORP | Other | 0.12% | 11,769 | +126 | +1.08% | $551,354 |
| ISHARES TR | ESGU | Other | 0.12% | 3,357 | - | - | $549,440 |
| ISHARES TR | EFV | Other | 0.12% | 7,131 | -5,803 | -44.87% | $545,878 |
| ISHARES TR | MUB | Other | 0.12% | 5,066 | -3,034 | -37.46% | $545,203 |