Legacy Wealth Partners, LLC — 13F Holdings & Portfolio
CIK 2066638 · latest 13F-HR filed 2026-04-17
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$398.9M
Long-equity book
Holdings
176
Distinct positions
Period
2026-03-31
Filed 2026-04-17
Q/Q Activity
+26 / −27 / ↑55 / ↓51
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$22.6M +2193.4%
- VANGUARD INDEX FDS$13.5M +145.1%
- ISHARES TR$8.4M +488.9%
- ISHARES TR$4.3M +949.4%
- ISHARES TR$1.5M +38.8%
Top Trims
- STATE STR SPDR S&P 500 ETF T-$19.0M -75.1%
- ISHARES TR-$9.4M -17.2%
- PROSHARES TR-$8.1M -84.2%
- SPDR GOLD TR-$3.8M -68.4%
- PROSHARES TR II-$1.6M -84.6%
New Positions
- INVESCO ACTVELY MNGD ETC FD$6.1M
- WISDOMTREE TR$1.9M
- WISDOMTREE TR$1.9M
- SELECT SECTOR SPDR TR$1.8M
- INVESCO EXCHANGE TRADED FD T$1.7M
Exited Positions
- ISHARES TR$1.9M
- LEGG MASON ETF INVT$1.7M
- ISHARES TR$1.6M
- ALPS ETF TR$1.6M
- INVESCO EXCHANGE TRADED FD T$1.6M
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | AGG | 464287226 | $47.8M | 11.98% | 481,289 | SH |
| 2 | ISHARES TR | IVV | 464287200 | $45.3M | 11.35% | 69,296 | SH |
| 3 | ISHARES TR | IEFA | 46432F842 | $24.8M | 6.21% | 273,493 | SH |
| 4 | ISHARES TR | SGOV | 46436E718 | $23.6M | 5.92% | 234,767 | SH |
| 5 | VANGUARD INDEX FDS | VTV | 922908744 | $22.8M | 5.72% | 116,322 | SH |
| 6 | VANGUARD INDEX FDS | VOO | 922908363 | $13.6M | 3.42% | 22,839 | SH |
| 7 | VANGUARD INDEX FDS | VB | 922908751 | $10.2M | 2.56% | 39,004 | SH |
| 8 | ISHARES TR | IUSB | 46434V613 | $10.1M | 2.52% | 218,024 | SH |
| 9 | VANGUARD INDEX FDS | VO | 922908629 | $9.8M | 2.46% | 34,178 | SH |
| 10 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $8.7M | 2.17% | 135,254 | SH |
| 11 | NVIDIA CORPORATION | NVDA | 67066G104 | $7.8M | 1.97% | 44,985 | SH |
| 12 | ISHARES TR | HYG | 464288513 | $6.8M | 1.70% | 85,029 | SH |
| 13 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $6.3M | 1.58% | 9,685 | SH |
| 14 | ISHARES TR | AOR | 464289867 | $6.2M | 1.55% | 96,261 | SH |
| 15 | INVESCO ACTVELY MNGD ETC FD | PDBC | 46090F100 | $6.1M | 1.53% | 353,500 | SH |
| 16 | ISHARES TR | EEM | 464287234 | $5.4M | 1.35% | 94,911 | SH |
| 17 | VANGUARD MUN BD FDS | VTEB | 922907746 | $5.2M | 1.30% | 104,005 | SH |
| 18 | ISHARES TR | IAGG | 46435G672 | $4.8M | 1.19% | 95,019 | SH |
| 19 | ISHARES TR | AOA | 464289859 | $4.4M | 1.11% | 50,120 | SH |
| 20 | SSGA ACTIVE TR | XLSR | 78470P408 | $4.3M | 1.07% | 73,754 | SH |
| 21 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $4.1M | 1.02% | 88,729 | SH |
| 22 | APPLE INC | AAPL | 037833100 | $3.9M | 0.97% | 15,209 | SH |
| 23 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $3.1M | 0.77% | 56,620 | SH |
| 24 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $3.0M | 0.74% | 63,295 | SH |
| 25 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $3.0M | 0.74% | 61,403 | SH |
| 26 | ISHARES TR | IWM | 464287655 | $2.9M | 0.72% | 11,568 | SH |
| 27 | VANGUARD BD INDEX FDS | BSV | 921937827 | $2.7M | 0.67% | 33,879 | SH |
| 28 | SSGA ACTIVE TR | FISR | 78470P507 | $2.4M | 0.60% | 92,538 | SH |
| 29 | MICROSOFT CORP | MSFT | 594918104 | $2.2M | 0.55% | 5,943 | SH |
| 30 | ISHARES TR | IEF | 464287440 | $2.1M | 0.52% | 21,624 | SH |
| 31 | WISDOMTREE TR | DXJ | 97717W851 | $1.9M | 0.47% | 11,810 | SH |
| 32 | WISDOMTREE TR | USDU | 97717W471 | $1.9M | 0.47% | 71,083 | SH |
| 33 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $1.8M | 0.46% | 30,012 | SH |
| 34 | ISHARES TR | SHY | 464287457 | $1.8M | 0.45% | 21,696 | SH |
| 35 | ISHARES TR | EFA | 464287465 | $1.8M | 0.44% | 18,056 | SH |
| 36 | SPDR GOLD TR | GLD | 78463V107 | $1.7M | 0.44% | 4,043 | SH |
| 37 | SPDR SERIES TRUST | XBI | 78464A870 | $1.7M | 0.44% | 13,595 | SH |
| 38 | INVESCO EXCHANGE TRADED FD T | RPV | 46137V258 | $1.7M | 0.42% | 15,650 | SH |
| 39 | ISHARES U S ETF TR | COMT | 46431W853 | $1.7M | 0.42% | 49,268 | SH |
| 40 | ISHARES TR | GVI | 464288612 | $1.6M | 0.41% | 15,368 | SH |
| 41 | SPDR INDEX SHS FDS | EWX | 78463X756 | $1.6M | 0.41% | 24,793 | SH |
| 42 | ISHARES TR | SHV | 464288679 | $1.6M | 0.41% | 14,674 | SH |
| 43 | VANGUARD INDEX FDS | VXF | 922908652 | $1.5M | 0.39% | 7,493 | SH |
| 44 | PROSHARES TR | SSO | 74347R107 | $1.5M | 0.38% | 29,370 | SH |
| 45 | ISHARES TR | AOM | 464289875 | $1.5M | 0.37% | 31,035 | SH |
| 46 | SPDR SERIES TRUST | SPSM | 78468R853 | $1.5M | 0.37% | 30,191 | SH |
| 47 | SPDR SERIES TRUST | CERY | 78468R440 | $1.4M | 0.36% | 41,034 | SH |
| 48 | PROSHARES TR | UWM | 74347R842 | $1.4M | 0.35% | 29,802 | SH |
| 49 | AMAZON COM INC | AMZN | 023135106 | $1.4M | 0.34% | 6,554 | SH |
| 50 | VANGUARD BD INDEX FDS | BIV | 921937819 | $1.3M | 0.33% | 17,116 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-17 | $398.9M | 176 | 0002066638-26-000003 |
| 2025-12-31 | 2026-02-17 | $386.3M | 177 | 0002066638-26-000002 |