Legacy Wealth Partners, LLC
13F Reported Value
ⓘ$445.3M
Holdings
189
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Legacy Wealth Partners, LLC disclosed 189 positions worth $445.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 32 new positions and exited 19. The portfolio is most concentrated in Other (87.4% of disclosed assets). All figures are sourced directly from Legacy Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2066638.
AI Fund Analysis
DiversifyingSector Allocation
13fpro.ai/research/fund/legacy-wealth-partners-llc-2066638
AUM History
13fpro.ai/research/fund/legacy-wealth-partners-llc-2066638
Top Equity Holdings by Value
13fpro.ai/research/fund/legacy-wealth-partners-llc-2066638
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - CORE S&P500 ETF
—Quality
$62.2M83,004 shISHARES TR - CORE US AGGBD ET
—Quality
$47.4M478,994 shISHARES TR - CORE MSCI EAFE
—Quality
$23.9M246,985 shVANGUARD INDEX FDS - VALUE ETF
—Quality
$20.0M91,743 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$15.9M23,126 shISHARES TR - MSCI EMG MKT ETF
—Quality
$13.0M189,608 shVANGUARD INDEX FDS - SMALL CP ETF
—Quality
$11.9M39,103 shVANGUARD INDEX FDS - MID CAP ETF
—Quality
$11.3M139,681 shISHARES TR - CORE UNIVRSL USD
—Quality
$11.1M239,969 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$9.8M137,234 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $62.2M | 83,004 |
| ISHARES TR - CORE US AGGBD ET | — | $47.4M | 478,994 |
| ISHARES TR - CORE MSCI EAFE | — | $23.9M | 246,985 |
| VANGUARD INDEX FDS - VALUE ETF | — | $20.0M | 91,743 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $15.9M | 23,126 |
| ISHARES TR - MSCI EMG MKT ETF | — | $13.0M | 189,608 |
| VANGUARD INDEX FDS - SMALL CP ETF | — | $11.9M | 39,103 |
| VANGUARD INDEX FDS - MID CAP ETF | — | $11.3M | 139,681 |
| ISHARES TR - CORE UNIVRSL USD | — | $11.1M | 239,969 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $9.8M | 137,234 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Legacy Wealth Partners, LLC's 189 positions.
Showing top 10 of 189 holdings.
Sector Allocation
Other
$389.0M
Technology
$22.1M
Financials
$20.2M
Consumer Discretionary
$4.8M
Industrials
$3.9M
Healthcare
$3.3M
Energy
$871,527
Consumer Staples
$634,179
Top Holdings — Legacy Wealth Partners, LLC (Q2 2026)
Top 150 of 189 disclosed positions (by reported value) 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 - CORE S&P500 ETF | $62.2M | 14.0% | +20% | — |
| 2 | — | ISHARES TR - CORE US AGGBD ET | $47.4M | 10.7% | -0% | — |
| 3 | — | ISHARES TR - CORE MSCI EAFE | $23.9M | 5.4% | -10% | — |
| 4 | — | VANGUARD INDEX FDS - VALUE ETF | $20.0M | 4.5% | -21% | — |
| 5 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $15.9M | 3.6% | +1% | — |
| 6 | — | ISHARES TR - MSCI EMG MKT ETF | $13.0M | 2.9% | +100% | — |
| 7 | — | VANGUARD INDEX FDS - SMALL CP ETF | $11.9M | 2.7% | +0% | — |
| 8 | — | VANGUARD INDEX FDS - MID CAP ETF | $11.3M | 2.5% | +309% | — |
| 9 | — | ISHARES TR - CORE UNIVRSL USD | $11.1M | 2.5% | +10% | — |
| 10 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $9.8M | 2.2% | +1% | — |
| 11 | — | ISHARES TR - BROAD USD HIGH | $9.6M | 2.2% | NEW | — |
| 12 | SPDR S&P 500 ETF TRUST | $9.0M | 2.0% | +25% | — | |
| 13 | — | ISHARES TR - RUSSELL 2000 ETF | $7.2M | 1.6% | +109% | — |
| 14 | — | ISHARES TR - IBOXX HI YD ETF | $7.0M | 1.6% | +3% | — |
| 15 | — | ISHARES TR - CORE 60 BALA ETF | $6.8M | 1.5% | +2% | — |
| 16 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $5.4M | 1.2% | +2% | — |
| 17 | — | SSGA ACTIVE TR - STATE STREET US | $5.1M | 1.1% | +7% | — |
| 18 | NVIDIA CORP | $5.0M | 1.1% | -44% | 85.9 | |
| 19 | — | ISHARES TR - CORE 80 20 ETF | $5.0M | 1.1% | +1% | — |
| 20 | — | ISHARES TR - CORE INTL AGGR | $4.7M | 1.1% | -2% | — |
| 21 | Apple Inc. | $4.1M | 0.9% | -6% | 76.3 | |
| 22 | — | PROSHARES TR - ULTRA HIGH YLD | $4.0M | 0.9% | NEW | — |
| 23 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $3.7M | 0.8% | +14% | — |
| 24 | — | PROSHARES TR - PSHS ULTRUSS2000 | $3.7M | 0.8% | +86% | — |
| 25 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $3.5M | 0.8% | -22% | — |
| 26 | — | PROSHARES TR - MSCI EMRG ETF | $3.5M | 0.8% | +98% | — |
| 27 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $3.4M | 0.8% | +2% | — |
| 28 | — | INVESCO EXCH TRADED FD TR II - S&P INTL QULTY | $3.3M | 0.8% | NEW | — |
| 29 | — | ISHARES TR - TIPS BD ETF | $3.3M | 0.7% | NEW | — |
| 30 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $3.1M | 0.7% | +4% | — |
| 31 | Meta Platforms, Inc. | $2.8M | 0.6% | +5% | 79.6 | |
| 32 | MICROSOFT CORP | $2.5M | 0.6% | +11% | 79.7 | |
| 33 | WisdomTree, Inc. | $2.3M | 0.5% | +21% | 59.6 | |
| 34 | Invesco Ltd. | $2.3M | 0.5% | -59% | — | |
| 35 | Invesco Ltd. | $2.3M | 0.5% | +785% | — | |
| 36 | WisdomTree, Inc. | $2.3M | 0.5% | +11% | 59.6 | |
| 37 | — | SPDR SERIES TRUST - ST STR SP BIOT | $2.3M | 0.5% | +5% | — |
| 38 | — | ISHARES TR - GLOB HLTHCRE ETF | $2.1M | 0.5% | NEW | — |
| 39 | — | ISHARES TR - TRUST ISHARE 0-1 | $2.0M | 0.5% | +23% | — |
| 40 | — | SSGA ACTIVE TR - ST STR SECTO ETF | $2.0M | 0.4% | -18% | — |
| 41 | — | ISHARES INC - MSCI MEXICO ETF | $1.9M | 0.4% | NEW | — |
| 42 | AMAZON COM INC | $1.9M | 0.4% | +23% | 68.4 | |
| 43 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $1.9M | 0.4% | +18% | — |
| 44 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $1.9M | 0.4% | +1% | — |
| 45 | — | ISHARES TR - MSCI EAFE ETF | $1.8M | 0.4% | -2% | — |
| 46 | — | ISHARES TR - MSCI UK ETF NEW | $1.7M | 0.4% | NEW | — |
| 47 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | $1.7M | 0.4% | +153% | — |
| 48 | — | ISHARES TR - U.S. BAS MTL ETF | $1.7M | 0.4% | NEW | — |
| 49 | — | SPDR SERIES TRUST - ST STR SP600 SML | $1.6M | 0.4% | -8% | — |
| 50 | — | ISHARES TR - CORE 40 MODE ETF | $1.5M | 0.3% | -0% | — |
| 51 | — | SPDR SERIES TRUST - STATE STRET SPDR | $1.5M | 0.3% | +11% | — |
| 52 | ELI LILLY & Co | $1.5M | 0.3% | +0% | 87.5 | |
| 53 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $1.4M | 0.3% | +15% | — |
| 54 | BERKSHIRE HATHAWAY INC | $1.4M | 0.3% | +19% | 73.6 | |
| 55 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.4M | 0.3% | +528% | — |
| 56 | — | ISHARES TR - 1 3 YR TREAS BD | $1.4M | 0.3% | -21% | — |
| 57 | — | ISHARES TR - S&P 500 GRWT ETF | $1.3M | 0.3% | +9% | — |
| 58 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $1.3M | 0.3% | +2% | — |
| 59 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $1.3M | 0.3% | +283% | — |
| 60 | — | ISHARES INC - CORE MSCI EMKT | $1.3M | 0.3% | -14% | — |
| 61 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $1.3M | 0.3% | +1% | — |
| 62 | — | SPDR SERIES TRUST - ST STR P400MID | $1.3M | 0.3% | +8% | — |
| 63 | — | JPMORGAN CHASE FINL CO LLC - INVERSE VIX ETN | $1.3M | 0.3% | NEW | — |
| 64 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | $1.2M | 0.3% | +3% | — |
| 65 | Alphabet Inc. | $1.2M | 0.3% | +3% | 78.1 | |
| 66 | — | SPDR SERIES TRUST - ST STR RATE ETF | $1.1M | 0.3% | NEW | — |
| 67 | — | ISHARES TR - S&P 500 VAL ETF | $1.1M | 0.3% | -14% | — |
| 68 | Invesco Ltd. | $1.1M | 0.3% | +58% | — | |
| 69 | SPDR GOLD TRUST | $1.1M | 0.2% | -28% | — | |
| 70 | JPMORGAN CHASE & CO | $1.0M | 0.2% | +2% | 70.3 | |
| 71 | Broadcom Inc. | $1.0M | 0.2% | -13% | 84.4 | |
| 72 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $970,799 | 0.2% | +40% | — |
| 73 | — | SPDR INDEX SHS FDS - ST INTL CAP ETF | $947,535 | 0.2% | +9% | — |
| 74 | — | ISHARES TR - CORE MSCI INTL | $941,029 | 0.2% | +1% | — |
| 75 | Invesco Ltd. | $881,972 | 0.2% | NEW | — | |
| 76 | ADVANCED MICRO DEVICES INC | $841,158 | 0.2% | -7% | 79.7 | |
| 77 | — | ISHARES TR - CORE S&P SCP ETF | $810,157 | 0.2% | -4% | — |
| 78 | — | ISHARES TR - CORE 30 70 ETF | $760,922 | 0.2% | +4% | — |
| 79 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $752,947 | 0.2% | -2% | — |
| 80 | JOHNSON & JOHNSON | $752,767 | 0.2% | -0% | 68.8 | |
| 81 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $752,408 | 0.2% | -1% | — |
| 82 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $748,242 | 0.2% | +17% | — |
| 83 | GOLDMAN SACHS GROUP INC | $740,082 | 0.2% | +0% | 73.3 | |
| 84 | — | ISHARES TR - MBS ETF | $722,133 | 0.2% | +7% | — |
| 85 | — | SPDR SERIES TRUST - ST STR P500ETF | $721,671 | 0.2% | +103% | — |
| 86 | SYSCO CORP | $711,600 | 0.2% | +25% | 54.4 | |
| 87 | LAM RESEARCH CORP | $707,628 | 0.2% | -3% | 79.3 | |
| 88 | COSTCO WHOLESALE CORP /NEW | $696,925 | 0.2% | -3% | 65.9 | |
| 89 | — | ISHARES TR - EAFE GRWTH ETF | $688,665 | 0.1% | +18% | — |
| 90 | — | VANECK ETF TRUST - CLO ETF | $680,990 | 0.1% | NEW | — |
| 91 | — | SPDR SERIES TRUST - ST LONG BD ETF | $672,291 | 0.1% | +16% | — |
| 92 | — | SPDR SERIES TRUST - ST STR USD ETF | $639,104 | 0.1% | +3% | — |
| 93 | — | ISHARES TR - MRGSTR SM CP ETF | $639,014 | 0.1% | -2% | — |
| 94 | — | ISHARES TR - CORE S&P MCP ETF | $621,295 | 0.1% | +0% | — |
| 95 | — | MANAGED PORTFOLIO SER - KENS CR OPPO ETF | $615,409 | 0.1% | +9% | — |
| 96 | — | ISHARES TR - 0-3 MTH TREASURY | $615,357 | 0.1% | -97% | — |
| 97 | — | PROSHARES TR - PSHS ULTRA QQQ | $602,525 | 0.1% | NEW | — |
| 98 | KLA CORP | $591,961 | 0.1% | +834% | 78.5 | |
| 99 | AbbVie Inc. | $583,553 | 0.1% | -11% | 72.5 | |
| 100 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $570,780 | 0.1% | -0% | — |
| 101 | EXXON MOBIL CORP | $560,230 | 0.1% | +12% | 57.7 | |
| 102 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | $555,438 | 0.1% | +9% | — |
| 103 | — | AMERICAN CENTY ETF TR - DIVERSIFID CRP | $551,354 | 0.1% | +1% | — |
| 104 | — | ISHARES TR - ESG AWR MSCI USA | $549,440 | 0.1% | +0% | — |
| 105 | — | ISHARES TR - EAFE VALUE ETF | $545,878 | 0.1% | -45% | — |
| 106 | — | ISHARES TR - NATIONAL MUN ETF | $545,203 | 0.1% | -37% | — |
| 107 | Meta Platforms, Inc. | $537,012 | 0.1% | -6% | 79.6 | |
| 108 | — | ISHARES TR - US TREAS BD ETF | $514,441 | 0.1% | +11% | — |
| 109 | — | ISHARES TR - U.S. UTILITS ETF | $494,084 | 0.1% | +38% | — |
| 110 | BOSTON SCIENTIFIC CORP | $489,241 | 0.1% | +5% | 77.3 | |
| 111 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $478,817 | 0.1% | +15% | — |
| 112 | — | ISHARES TR - MSCI USA MMENTM | $471,734 | 0.1% | -11% | — |
| 113 | — | PROSHARES TR - PSHS ULT S&P 500 | $471,611 | 0.1% | -76% | — |
| 114 | INTERNATIONAL BUSINESS MACHINES CORP | $457,940 | 0.1% | +1% | 69.7 | |
| 115 | — | ISHARES TR - RUS MDCP VAL ETF | $456,107 | 0.1% | +2% | — |
| 116 | — | ISHARES TR - 10-20 YR TRS ETF | $454,184 | 0.1% | -11% | — |
| 117 | JACOBS SOLUTIONS INC. | $452,340 | 0.1% | +0% | 64.1 | |
| 118 | GENERAL ELECTRIC CO | $447,355 | 0.1% | +0% | 73.6 | |
| 119 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $441,274 | 0.1% | -16% | — |
| 120 | RTX Corp | $417,267 | 0.1% | +0% | 73.1 | |
| 121 | INTEL CORP | $403,810 | 0.1% | NEW | 45.5 | |
| 122 | — | ISHARES TR - MORNINGSTAR VALU | $402,935 | 0.1% | +0% | — |
| 123 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $401,866 | 0.1% | +0% | — |
| 124 | MITSUBISHI UFJ FINANCIAL GROUP INC | $400,863 | 0.1% | +0% | — | |
| 125 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $397,374 | 0.1% | -2% | — |
| 126 | Xylem Inc. | $394,703 | 0.1% | -38% | 65.5 | |
| 127 | — | SPDR SERIES TRUST - STATE STRET SPDR | $393,536 | 0.1% | +26% | — |
| 128 | APPLIED MATERIALS INC /DE | $390,420 | 0.1% | -10% | 72.1 | |
| 129 | CINTAS CORP | $389,483 | 0.1% | -2% | 68.3 | |
| 130 | ALTRIA GROUP, INC. | $382,486 | 0.1% | -0% | 67.2 | |
| 131 | VISA INC. | $380,487 | 0.1% | -11% | 82.7 | |
| 132 | — | ISHARES TR - PFD AND INCM SEC | $380,241 | 0.1% | +0% | — |
| 133 | MICRON TECHNOLOGY INC | $377,453 | 0.1% | NEW | 86.1 | |
| 134 | GE Vernova Inc. | $375,955 | 0.1% | -0% | 81.1 | |
| 135 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $369,367 | 0.1% | NEW | — |
| 136 | — | ISHARES TR - 7-10 YR TRSY BD | $358,351 | 0.1% | -82% | — |
| 137 | LOCKHEED MARTIN CORP | $349,048 | 0.1% | -2% | 65.4 | |
| 138 | Alphabet Inc. | $346,970 | 0.1% | -4% | 78.1 | |
| 139 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $344,482 | 0.1% | NEW | — |
| 140 | Aon plc | $343,963 | 0.1% | +0% | — | |
| 141 | Walmart Inc. | $335,589 | 0.1% | +7% | 59.9 | |
| 142 | — | AMERICAN CENTY ETF TR - FOCUSED LRG CAP | $324,300 | 0.1% | +9% | — |
| 143 | Seagate Technology Holdings plc | $321,345 | 0.1% | NEW | — | |
| 144 | — | SPDR SERIES TRUST - SST SPDR BLOOMBE | $318,130 | 0.1% | +2% | — |
| 145 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $317,455 | 0.1% | +0% | — |
| 146 | CHEVRON CORP | $311,297 | 0.1% | +8% | 62.6 | |
| 147 | iShares Bitcoin Trust ETF | $309,797 | 0.1% | +18% | — | |
| 148 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | $306,264 | 0.1% | +10% | — |
| 149 | Trane Technologies plc | $305,010 | 0.1% | +2% | — | |
| 150 | Mastercard Inc | $299,942 | 0.1% | -14% | 85 |
New Positions (32)
Exited Positions (19)
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