Legacy Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$398.9M
Q ending 2026-03-31
Prior quarter
$386.3M
Q ending 2025-12-31
Change
+3.3% QoQ
Positions
176
reported holdings
Largest positions
Top 100 of 176 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | AGG | Shares | $47.8M | 481K |
| Ishares Tr | IVV | Shares | $45.3M | 69K |
| Ishares Tr | IEFA | Shares | $24.8M | 273K |
| Ishares Tr | SGOV | Shares | $23.6M | 235K |
| Vanguard Index Fds | VTV | Shares | $22.8M | 116K |
| Vanguard Index Fds | VOO | Shares | $13.6M | 23K |
| Vanguard Index Fds | VB | Shares | $10.2M | 39K |
| Ishares Tr | IUSB | Shares | $10.1M | 218K |
| Vanguard Index Fds | VO | Shares | $9.8M | 34K |
| Vanguard Tax-Managed Fds | VEA | Shares | $8.7M | 135K |
| Nvidia Corporation | NVDA | Shares | $7.8M | 45K |
| Ishares Tr | HYG | Shares | $6.8M | 85K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $6.3M | 10K |
| Ishares Tr | AOR | Shares | $6.2M | 96K |
| Invesco Actvely Mngd Etc Fd | PDBC | Shares | $6.1M | 354K |
| Ishares Tr | EEM | Shares | $5.4M | 95K |
| Vanguard Mun Bd Fds | VTEB | Shares | $5.2M | 104K |
| Ishares Tr | IAGG | Shares | $4.8M | 95K |
| Ishares Tr | AOA | Shares | $4.4M | 50K |
| Ssga Active Tr | XLSR | Shares | $4.3M | 74K |
| Spdr Index Shs Fds | SPDW | Shares | $4.1M | 89K |
| Apple Inc | AAPL | Shares | $3.9M | 15K |
| Vanguard Intl Equity Index F | VWO | Shares | $3.1M | 57K |
| Spdr Index Shs Fds | SPEM | Shares | $3.0M | 63K |
| Vanguard Charlotte Fds | BNDX | Shares | $3.0M | 61K |
| Ishares Tr | IWM | Shares | $2.9M | 12K |
| Vanguard Bd Index Fds | BSV | Shares | $2.7M | 34K |
| Ssga Active Tr | FISR | Shares | $2.4M | 93K |
| Microsoft Corp | MSFT | Shares | $2.2M | 6K |
| Ishares Tr | IEF | Shares | $2.1M | 22K |
| Wisdomtree Tr | DXJ | Shares | $1.9M | 12K |
| Wisdomtree Tr | USDU | Shares | $1.9M | 71K |
| Select Sector Spdr Tr | XLE | Shares | $1.8M | 30K |
| Ishares Tr | SHY | Shares | $1.8M | 22K |
| Ishares Tr | EFA | Shares | $1.8M | 18K |
| Spdr Gold Tr | GLD | Shares | $1.7M | 4K |
| Spdr Series Trust | XBI | Shares | $1.7M | 14K |
| Invesco Exchange Traded Fd T | RPV | Shares | $1.7M | 16K |
| Ishares U S Etf Tr | COMT | Shares | $1.7M | 49K |
| Ishares Tr | GVI | Shares | $1.6M | 15K |
| Spdr Index Shs Fds | EWX | Shares | $1.6M | 25K |
| Ishares Tr | SHV | Shares | $1.6M | 15K |
| Vanguard Index Fds | VXF | Shares | $1.5M | 7K |
| Proshares Tr | SSO | Shares | $1.5M | 29K |
| Ishares Tr | AOM | Shares | $1.5M | 31K |
| Spdr Series Trust | SPSM | Shares | $1.5M | 30K |
| Spdr Series Trust | CERY | Shares | $1.4M | 41K |
| Proshares Tr | UWM | Shares | $1.4M | 30K |
| Amazon Com Inc | AMZN | Shares | $1.4M | 7K |
| Vanguard Bd Index Fds | BIV | Shares | $1.3M | 17K |
| Ishares Inc | IEMG | Shares | $1.3M | 18K |
| Vanguard Scottsdale Fds | VMBS | Shares | $1.3M | 27K |
| Proshares Tr | EET | Shares | $1.2M | 15K |
| Ishares Tr | IVE | Shares | $1.2M | 6K |
| Vanguard Bd Index Fds | BLV | Shares | $1.2M | 18K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.2M | 2K |
| Vanguard Index Fds | VUG | Shares | $1.2M | 3K |
| Invesco Qqq Tr | QQQ | Shares | $1.1M | 2K |
| Eli Lilly & Co | LLY | Shares | $1.1M | 1K |
| Blackrock Etf Trust | DYNF | Shares | $1.1M | 18K |
| Spdr Series Trust | SPMD | Shares | $1.0M | 17K |
| Ishares Tr | IVW | Shares | $1.0M | 9K |
| Broadcom Inc | AVGO | Shares | $963K | 3K |
| Ishares Tr | EFV | Shares | $962K | 13K |
| Alphabet Inc | GOOGL | Shares | $958K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $927K | 3K |
| Pimco Etf Tr | LDUR | Shares | $911K | 10K |
| American Centy Etf Tr | AVSF | Shares | $910K | 19K |
| Ishares Tr | IDEV | Shares | $876K | 10K |
| Ishares Tr | MUB | Shares | $860K | 8K |
| Spdr Index Shs Fds | GWX | Shares | $842K | 20K |
| Costco Wholesale Corporation | COST | Shares | $765K | 768 |
| Goldman Sachs Etf Tr | GBIL | Shares | $739K | 7K |
| Johnson & Johnson | JNJ | Shares | $727K | 3K |
| Ishares Tr | IJR | Shares | $708K | 6K |
| Ishares Tr | AOK | Shares | $705K | 18K |
| Invesco Actively Managed Exc | GSY | Shares | $698K | 14K |
| Spdr Series Trust | SPTL | Shares | $696K | 26K |
| Boston Scientific Corp | BSX | Shares | $686K | 11K |
| Vanguard Intl Equity Index F | VEU | Shares | $682K | 9K |
| Ishares Tr | MBB | Shares | $679K | 7K |
| Spdr Series Trust | JNK | Shares | $666K | 7K |
| Xylem Inc | XYL | Shares | $642K | 5K |
| Exxon Mobil Corp | XOM | Shares | $623K | 4K |
| Spdr Series Trust | EMHC | Shares | $606K | 24K |
| Meta Platforms Inc | META | Shares | $583K | 1K |
| Spdr Series Trust | SPLB | Shares | $577K | 26K |
| Enterprise Prods Partners L | EPD | Shares | $571K | 15K |
| Abbvie Inc | ABBV | Shares | $565K | 3K |
| Managed Portfolio Series | KAMO | Shares | $564K | 23K |
| Ishares Tr | ISCB | Shares | $561K | 9K |
| Vanguard Index Fds | VTI | Shares | $554K | 2K |
| Ishares Tr | IJH | Shares | $544K | 8K |
| American Centy Etf Tr | KORP | Shares | $543K | 12K |
| Ishares Tr | QUAL | Shares | $526K | 3K |
| Ishares Tr | EFG | Shares | $521K | 5K |
| Ishares Tr | TLH | Shares | $510K | 5K |
| Ssga Active Etf Tr | SRLN | Shares | $506K | 13K |
| Managed Portfolio Series | LST | Shares | $496K | 12K |
| J P Morgan Exchange Traded F | JQUA | Shares | $484K | 8K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.