Legacy Wealth Partners, LLC 13F Holdings · Q2 2026
Legacy Wealth Partners, LLC reported 189 securities worth $445.26M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (13.96%), AGG (10.65%), IEFA (5.36%). Among its top 25 positions this quarter: 2 new, 17 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $62.2M | 13.96% | 83,004 | Added |
| 2 | AGG | ISHARES TR | $47.4M | 10.65% | 478,994 | Trimmed |
| 3 | IEFA | ISHARES TR | $23.9M | 5.36% | 246,985 | Trimmed |
| 4 | VTV | VANGUARD INDEX FDS | $20.0M | 4.49% | 91,743 | Trimmed |
| 5 | VOO | VANGUARD INDEX FDS | $15.9M | 3.57% | 23,126 | Added |
| 6 | EEM | ISHARES TR | $13.0M | 2.91% | 189,608 | Added |
| 7 | VB | VANGUARD INDEX FDS | $11.9M | 2.66% | 39,103 | Added |
| 8 | VO | VANGUARD INDEX FDS | $11.3M | 2.53% | 139,681 | Added |
| 9 | IUSB | ISHARES TR | $11.1M | 2.49% | 239,969 | Added |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $9.8M | 2.20% | 137,234 | Added |
| 11 | USHY | ISHARES TR | $9.6M | 2.17% | 260,491 | New |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $9.0M | 2.03% | 12,085 | Added |
| 13 | IWM | ISHARES TR | $7.2M | 1.63% | 24,130 | Added |
| 14 | HYG | ISHARES TR | $7.0M | 1.57% | 87,516 | Added |
| 15 | AOR | ISHARES TR | $6.8M | 1.53% | 98,018 | Added |
| 16 | VTEB | VANGUARD MUN BD FDS | $5.4M | 1.21% | 106,500 | Added |
| 17 | XLSR | SSGA ACTIVE TR | $5.1M | 1.15% | 79,150 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $5.0M | 1.12% | 24,993 | Trimmed |
| 19 | AOA | ISHARES TR | $5.0M | 1.11% | 50,825 | Added |
| 20 | IAGG | ISHARES TR | $4.7M | 1.06% | 93,231 | Trimmed |
| 21 | AAPL | APPLE INC | $4.1M | 0.93% | 14,289 | Trimmed |
| 22 | UJB | PROSHARES TR | $4.0M | 0.91% | 51,504 | New |
| 23 | SPEM | SPDR INDEX SHS FDS | $3.7M | 0.84% | 71,919 | Added |
| 24 | UWM | PROSHARES TR | $3.7M | 0.84% | 55,321 | Added |
| 25 | EET | PROSHARES TR | $3.5M | 0.78% | 29,367 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR