Legacy Wealth Partners, LLC
13F Reported Value
ⓘ$398.9M
Holdings
176
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Legacy Wealth Partners, LLC disclosed 176 positions worth $398.9M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 12 new positions and exited 13 — including a new stake in $WT. The portfolio is most concentrated in Other (85.6% of disclosed assets). All figures are sourced directly from Legacy Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2066638.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$47.8M481,289 shISHARES TR
—Quality
$45.3M69,296 shISHARES TR
—Quality
$24.8M273,493 shISHARES TR
—Quality
$23.6M234,767 shVANGUARD INDEX FDS
—Quality
$22.8M116,322 shVANGUARD INDEX FDS
—Quality
$13.6M22,839 shVANGUARD INDEX FDS
—Quality
$10.2M39,004 shISHARES TR
—Quality
$10.1M218,024 shVANGUARD INDEX FDS
—Quality
$9.8M34,178 shVANGUARD TAX-MANAGED FDS
—Quality
$8.7M135,254 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $47.8M | 481,289 |
| ISHARES TR | — | $45.3M | 69,296 |
| ISHARES TR | — | $24.8M | 273,493 |
| ISHARES TR | — | $23.6M | 234,767 |
| VANGUARD INDEX FDS | — | $22.8M | 116,322 |
| VANGUARD INDEX FDS | — | $13.6M | 22,839 |
| VANGUARD INDEX FDS | — | $10.2M | 39,004 |
| ISHARES TR | — | $10.1M | 218,024 |
| VANGUARD INDEX FDS | — | $9.8M | 34,178 |
| VANGUARD TAX-MANAGED FDS | — | $8.7M | 135,254 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Legacy Wealth Partners, LLC's 176 positions.
Showing top 10 of 176 holdings.
Sector Allocation
Other
$341.5M
Financials
$22.3M
Technology
$21.3M
Consumer Discretionary
$4.2M
Healthcare
$3.6M
Industrials
$3.1M
Energy
$1.6M
Consumer Staples
$824,961
Full Holdings — Legacy Wealth Partners, LLC (Q1 2026)
All 176 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $47.8M | 12.0% | -4% | — |
| 2 | — | ISHARES TR | $45.3M | 11.3% | -13% | — |
| 3 | — | ISHARES TR | $24.8M | 6.2% | +0% | — |
| 4 | — | ISHARES TR | $23.6M | 5.9% | +2187% | — |
| 5 | — | VANGUARD INDEX FDS | $22.8M | 5.7% | +139% | — |
| 6 | — | VANGUARD INDEX FDS | $13.6M | 3.4% | +4% | — |
| 7 | — | VANGUARD INDEX FDS | $10.2M | 2.6% | +4% | — |
| 8 | — | ISHARES TR | $10.1M | 2.5% | +493% | — |
| 9 | — | VANGUARD INDEX FDS | $9.8M | 2.5% | +3% | — |
| 10 | — | VANGUARD TAX-MANAGED FDS | $8.7M | 2.2% | +3% | — |
| 11 |  $NVDA | NVIDIA CORP | $7.8M | 2.0% | -6% | 90.2 |
| 12 | — | ISHARES TR | $6.8M | 1.7% | +8% | — |
| 13 |  $SPY | SPDR S&P 500 ETF TRUST | $6.3M | 1.6% | -74% | — |
| 14 | — | ISHARES TR | $6.2M | 1.6% | -9% | — |
| 15 |  $IVZ | Invesco Ltd. | $6.1M | 1.5% | NEW | — |
| 16 | — | ISHARES TR | $5.4M | 1.4% | +34% | — |
| 17 | — | VANGUARD MUN BD FDS | $5.2M | 1.3% | -1% | — |
| 18 | — | ISHARES TR | $4.8M | 1.2% | +949% | — |
| 19 | — | ISHARES TR | $4.4M | 1.1% | -11% | — |
| 20 | — | SSGA ACTIVE TR | $4.3M | 1.1% | +8% | — |
| 21 | — | SPDR INDEX SHS FDS | $4.1M | 1.0% | +6% | — |
| 22 |  $AAPL | Apple Inc. | $3.9M | 1.0% | +3% | 76.1 |
| 23 | — | VANGUARD INTL EQUITY INDEX F | $3.1M | 0.8% | +3% | — |
| 24 | — | SPDR INDEX SHS FDS | $3.0M | 0.7% | +9% | — |
| 25 | — | VANGUARD CHARLOTTE FDS | $3.0M | 0.7% | +9% | — |
| 26 | — | ISHARES TR | $2.9M | 0.7% | +21% | — |
| 27 |  $META | Meta Platforms, Inc. | $2.7M | 0.7% | +10% | 80.9 |
| 28 | — | SSGA ACTIVE TR | $2.4M | 0.6% | +44% | — |
| 29 |  $MSFT | MICROSOFT CORP | $2.2M | 0.6% | -10% | 83.7 |
| 30 | — | ISHARES TR | $2.1M | 0.5% | +160% | — |
| 31 |  $WT | WisdomTree, Inc. | $1.9M | 0.5% | NEW | 62.9 |
| 32 | $WT | WisdomTree, Inc. | $1.9M | 0.5% | NEW | 62.9 |
| 33 | — | SELECT SECTOR SPDR TR | $1.8M | 0.5% | +211% | — |
| 34 | — | ISHARES TR | $1.8M | 0.5% | +32% | — |
| 35 | — | ISHARES TR | $1.8M | 0.4% | -0% | — |
| 36 |  $GLD | SPDR GOLD TRUST | $1.7M | 0.4% | -71% | — |
| 37 | — | SPDR SERIES TRUST | $1.7M | 0.4% | -11% | — |
| 38 | $IVZ | Invesco Ltd. | $1.7M | 0.4% | NEW | — |
| 39 | — | ISHARES U S ETF TR | $1.7M | 0.4% | NEW | — |
| 40 | — | ISHARES TR | $1.6M | 0.4% | +15% | — |
| 41 | — | SPDR INDEX SHS FDS | $1.6M | 0.4% | +15% | — |
| 42 | — | ISHARES TR | $1.6M | 0.4% | +12% | — |
| 43 | — | VANGUARD INDEX FDS | $1.5M | 0.4% | +3% | — |
| 44 | — | PROSHARES TR | $1.5M | 0.4% | -82% | — |
| 45 | — | ISHARES TR | $1.5M | 0.4% | -7% | — |
| 46 | — | SPDR SERIES TRUST | $1.5M | 0.4% | -16% | — |
| 47 | — | SPDR SERIES TRUST | $1.4M | 0.4% | +45% | — |
| 48 | — | PROSHARES TR | $1.4M | 0.3% | +5% | — |
| 49 |  $AMZN | AMAZON COM INC | $1.4M | 0.3% | -4% | 74.6 |
| 50 | — | VANGUARD BD INDEX FDS | $1.3M | 0.3% | +10% | — |
| 51 | — | ISHARES INC | $1.3M | 0.3% | +2% | — |
| 52 | — | VANGUARD SCOTTSDALE FDS | $1.3M | 0.3% | +10% | — |
| 53 | — | PROSHARES TR | $1.2M | 0.3% | +91% | — |
| 54 | — | ISHARES TR | $1.2M | 0.3% | -9% | — |
| 55 | — | VANGUARD BD INDEX FDS | $1.2M | 0.3% | +10% | — |
| 56 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.2M | 0.3% | +8% | 64.5 |
| 57 | — | VANGUARD INDEX FDS | $1.2M | 0.3% | -20% | — |
| 58 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.1M | 0.3% | NEW | — |
| 59 |  $LLY | ELI LILLY & Co | $1.1M | 0.3% | -2% | 89.3 |
| 60 | — | BLACKROCK ETF TRUST | $1.1M | 0.3% | -10% | — |
| 61 | — | SPDR SERIES TRUST | $1.0M | 0.3% | +7% | — |
| 62 | — | ISHARES TR | $1.0M | 0.3% | -5% | — |
| 63 |  $AVGO | Broadcom Inc. | $962,577 | 0.2% | -1% | 86.4 |
| 64 | — | ISHARES TR | $961,643 | 0.2% | -11% | — |
| 65 |  $GOOG | Alphabet Inc. | $957,862 | 0.2% | -5% | 80.2 |
| 66 |  $JPM | JPMORGAN CHASE & CO | $926,604 | 0.2% | +2% | 35.6 |
| 67 | — | PIMCO ETF TR | $910,769 | 0.2% | NEW | — |
| 68 | — | AMERICAN CENTY ETF TR | $909,652 | 0.2% | +78% | — |
| 69 | — | ISHARES TR | $875,740 | 0.2% | -25% | — |
| 70 | — | ISHARES TR | $859,815 | 0.2% | +30% | — |
| 71 | — | SPDR INDEX SHS FDS | $841,644 | 0.2% | +9% | — |
| 72 |  $COST | COSTCO WHOLESALE CORP /NEW | $765,258 | 0.2% | -4% | 67 |
| 73 |  $GS | GOLDMAN SACHS GROUP INC | $739,102 | 0.2% | -8% | — |
| 74 |  $JNJ | JOHNSON & JOHNSON | $726,720 | 0.2% | +3% | 72.8 |
| 75 | — | ISHARES TR | $707,728 | 0.2% | -5% | — |
| 76 | — | ISHARES TR | $705,260 | 0.2% | -1% | — |
| 77 | $IVZ | Invesco Ltd. | $698,472 | 0.2% | NEW | — |
| 78 | — | SPDR SERIES TRUST | $695,714 | 0.2% | -25% | — |
| 79 |  $BSX | BOSTON SCIENTIFIC CORP | $686,046 | 0.2% | -0% | 79.9 |
| 80 | — | VANGUARD INTL EQUITY INDEX F | $682,055 | 0.2% | -0% | — |
| 81 | — | ISHARES TR | $679,367 | 0.2% | -4% | — |
| 82 | — | SPDR SERIES TRUST | $665,733 | 0.2% | +75% | — |
| 83 |  $XYL | Xylem Inc. | $641,596 | 0.2% | +138% | 65.6 |
| 84 |  $XOM | EXXON MOBIL CORP | $622,656 | 0.2% | -19% | 61.8 |
| 85 | — | SPDR SERIES TRUST | $606,434 | 0.1% | +7% | — |
| 86 | $META | Meta Platforms, Inc. | $583,178 | 0.1% | -1% | 80.9 |
| 87 | — | SPDR SERIES TRUST | $576,920 | 0.1% | -8% | — |
| 88 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $571,233 | 0.1% | +0% | 66.4 |
| 89 |  $ABBV | AbbVie Inc. | $565,474 | 0.1% | +15% | 59.3 |
| 90 | — | MANAGED PORTFOLIO SERIES | $563,765 | 0.1% | +5% | — |
| 91 | — | ISHARES TR | $561,484 | 0.1% | +0% | — |
| 92 | — | VANGUARD INDEX FDS | $553,501 | 0.1% | -13% | — |
| 93 | — | ISHARES TR | $543,906 | 0.1% | -1% | — |
| 94 | — | AMERICAN CENTY ETF TR | $542,690 | 0.1% | +7% | — |
| 95 | — | ISHARES TR | $525,943 | 0.1% | +5% | — |
| 96 | — | ISHARES TR | $520,877 | 0.1% | +18% | — |
| 97 | — | ISHARES TR | $509,845 | 0.1% | -11% | — |
| 98 | — | SSGA ACTIVE ETF TR | $505,603 | 0.1% | +8% | — |
| 99 | — | MANAGED PORTFOLIO SERIES | $495,836 | 0.1% | -44% | — |
| 100 | — | J P MORGAN EXCHANGE TRADED F | $484,367 | 0.1% | -6% | — |
| 101 |  $SYY | SYSCO CORP | $484,117 | 0.1% | -2% | 58.4 |
| 102 | — | BLACKROCK ETF TRUST | $482,553 | 0.1% | +8% | — |
| 103 | — | ISHARES TR | $474,747 | 0.1% | -2% | — |
| 104 | — | ISHARES TR | $466,150 | 0.1% | +411% | — |
| 105 |  $J | JACOBS SOLUTIONS INC. | $456,935 | 0.1% | +0% | 47.7 |
| 106 | — | BLACKROCK ETF TRUST | $441,920 | 0.1% | +6% | — |
| 107 |  $RTX | RTX Corp | $424,238 | 0.1% | NEW | 70 |
| 108 |  $LMT | LOCKHEED MARTIN CORP | $424,026 | 0.1% | +60% | 65 |
| 109 |  $CTAS | CINTAS CORP | $394,942 | 0.1% | -6% | 76.3 |
| 110 | — | ISHARES TR | $394,664 | 0.1% | +10% | — |
| 111 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $390,252 | 0.1% | +8% | 66.7 |
| 112 | — | ISHARES TR | $378,121 | 0.1% | +0% | — |
| 113 |  $V | VISA INC. | $378,102 | 0.1% | -5% | 83.5 |
| 114 | — | VANGUARD INDEX FDS | $376,853 | 0.1% | +5% | — |
| 115 | — | ISHARES TR | $370,697 | 0.1% | +0% | — |
| 116 | — | ISHARES TR | $369,345 | 0.1% | +1% | — |
| 117 | — | ISHARES TR | $362,495 | 0.1% | +0% | — |
| 118 |  $LRCX | LAM RESEARCH CORP | $361,299 | 0.1% | +4% | 82.4 |
| 119 |  $CVX | CHEVRON CORP | $358,558 | 0.1% | -44% | 54.7 |
| 120 |  $MO | ALTRIA GROUP, INC. | $352,453 | 0.1% | -9% | 72.1 |
| 121 | — | SPDR SERIES TRUST | $344,566 | 0.1% | -87% | — |
| 122 |  $WMT | Walmart Inc. | $342,764 | 0.1% | +1% | 63.2 |
| 123 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $342,013 | 0.1% | +0% | — |
| 124 | $IVZ | Invesco Ltd. | $341,758 | 0.1% | -1% | — |
| 125 | — | BLACKROCK ETF TRUST | $340,264 | 0.1% | -39% | — |
| 126 |  $GE | GENERAL ELECTRIC CO | $338,821 | 0.1% | +0% | 74.8 |
| 127 |  $MA | Mastercard Inc | $338,769 | 0.1% | -3% | 81.7 |
| 128 | $IVZ | Invesco Ltd. | $337,928 | 0.1% | -3% | — |
| 129 | — | VANGUARD INDEX FDS | $337,643 | 0.1% | -39% | — |
| 130 | $IVZ | Invesco Ltd. | $337,462 | 0.1% | -2% | — |
| 131 | $IVZ | Invesco Ltd. | $336,221 | 0.1% | -2% | — |
| 132 | $IVZ | Invesco Ltd. | $335,489 | 0.1% | -3% | — |
| 133 | — | ISHARES TR | $335,379 | 0.1% | +30% | — |
| 134 | $IVZ | Invesco Ltd. | $335,192 | 0.1% | -3% | — |
| 135 |  $AON | Aon plc | $334,723 | 0.1% | +0% | — |
| 136 | — | INVESCO EXCH TRD SLF IDX FD | $334,168 | 0.1% | +2% | — |
| 137 | $IVZ | Invesco Ltd. | $332,622 | 0.1% | -4% | — |
| 138 | $IVZ | Invesco Ltd. | $331,702 | 0.1% | -1% | — |
| 139 | $IVZ | Invesco Ltd. | $329,475 | 0.1% | -4% | — |
| 140 |  $MCD | MCDONALDS CORP | $318,899 | 0.1% | +4% | 73.9 |
| 141 |  $AMD | ADVANCED MICRO DEVICES INC | $317,554 | 0.1% | +6% | 78.8 |
| 142 | — | SPDR SERIES TRUST | $315,580 | 0.1% | +8% | — |
| 143 |  $T | AT&T INC. | $315,202 | 0.1% | -7% | 71.9 |
| 144 |  $KLAC | KLA CORP | $309,222 | 0.1% | +7% | 84.4 |
| 145 | — | SPDR SERIES TRUST | $309,069 | 0.1% | +24% | — |
| 146 | — | SPDR SERIES TRUST | $308,320 | 0.1% | +6% | — |
| 147 |  $IBIT | iShares Bitcoin Trust ETF | $302,942 | 0.1% | +13% | — |
| 148 | — | BLACKROCK ETF TRUST II | $302,025 | 0.1% | -12% | — |
| 149 |  $DUK | Duke Energy CORP | $301,817 | 0.1% | -2% | 64 |
| 150 |  $HD | HOME DEPOT, INC. | $295,147 | 0.1% | -3% | 69.2 |
| 151 |  $GOOGL | Alphabet Inc. | $294,605 | 0.1% | -2% | 80.2 |
| 152 | — | BLACKROCK ETF TRUST | $287,642 | 0.1% | -35% | — |
| 153 | — | PROSHARES TR II | $286,527 | 0.1% | -86% | — |
| 154 |  $IAU | ISHARES GOLD TRUST | $281,759 | 0.1% | -75% | — |
| 155 | — | AMERICAN CENTY ETF TR | $280,551 | 0.1% | +5% | — |
| 156 |  $GEV | GE Vernova Inc. | $280,201 | 0.1% | NEW | 70.1 |
| 157 | — | SCHWAB STRATEGIC TR | $275,912 | 0.1% | +0% | — |
| 158 | $IVZ | Invesco Ltd. | $256,333 | 0.1% | NEW | — |
| 159 |  $KO | COCA COLA CO | $255,568 | 0.1% | -1% | 74 |
| 160 |  $TT | Trane Technologies plc | $253,795 | 0.1% | NEW | — |
| 161 |  $TJX | TJX COMPANIES INC /DE/ | $241,786 | 0.1% | +2% | 70.7 |
| 162 |  $FDX | FEDEX CORP | $231,998 | 0.1% | NEW | 60.3 |
| 163 |  $CSCO | CISCO SYSTEMS, INC. | $228,270 | 0.1% | -11% | 72.3 |
| 164 |  $HCA | HCA Healthcare, Inc. | $224,789 | 0.1% | NEW | 70.5 |
| 165 | — | ISHARES TR | $218,259 | 0.1% | +0% | — |
| 166 |  $PEP | PEPSICO INC | $216,940 | 0.1% | -6% | 62.7 |
| 167 | — | VANGUARD SPECIALIZED FUNDS | $215,490 | 0.1% | +0% | — |
| 168 | — | VANGUARD SCOTTSDALE FDS | $213,047 | 0.1% | -6% | — |
| 169 | — | J P MORGAN EXCHANGE TRADED F | $212,657 | 0.1% | +4% | — |
| 170 |  $HSBC | HSBC HOLDINGS PLC | $211,587 | 0.1% | +0% | — |
| 171 | — | ISHARES TR | $208,814 | 0.1% | -13% | — |
| 172 |  $AMAT | APPLIED MATERIALS INC /DE | $205,074 | 0.1% | NEW | 74.8 |
| 173 |  $PFE | PFIZER INC | $204,440 | 0.1% | NEW | 69 |
| 174 |  $F | FORD MOTOR CO | $132,822 | 0.0% | -7% | 58.5 |
| 175 |  $TALK | Talkspace, Inc. | $80,352 | 0.0% | +0% | 43.5 |
| 176 |  $TNYA | Tenaya Therapeutics, Inc. | $9,752 | 0.0% | +0% | — |
New Positions (12)
$WT WisdomTree, Inc.$1.9M$WT WisdomTree, Inc.$1.9M$QQQ INVESCO QQQ TRUST, SERIES 1$1.1M$RTX RTX Corp$424,238$GEV GE Vernova Inc.$280,201$TT Trane Technologies plc$253,795$FDX FEDEX CORP$231,998$HCA HCA Healthcare, Inc.$224,789$AMAT APPLIED MATERIALS INC /DE$205,074$PFE PFIZER INC$204,440Exited Positions (13)
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