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Legacy Wealth Partners, LLC Portfolio
$462M across 196 positions as of 2026-09-30, with 48% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
1 of 3
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.7% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +8.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.9% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IVViShares Core S&P 500 ETF | $64.9M | 14.0% | 84,745 |
| AGGiShares Core U.S. Aggregate Bond ETF | $43.7M | 9.4% | 461,720 |
| IEFAiShares Core MSCI EAFE ETF | $24.5M | 5.3% | 253,290 |
| VOOVanguard S&P 500 ETF | $16.1M | 3.5% | 23,024 |
| ISHARES TR | $15.1M | 3.3% | 233,415 |
| QQQInvesco QQQ Trust, Series 1 | $13.2M | 2.9% | 17,856 |
| SPYState Street SPDR S&P 500 ETF Trust | $12.7M | 2.7% | 16,606 |
| VBVanguard Small-Cap ETF | $11.4M | 2.5% | 39,981 |
| VOVanguard Mid-Cap ETF | $11.2M | 2.4% | 143,243 |
| SGOViShares 0-3 Month Treasury Bond ETF | $11.2M | 2.4% | 111,524 |
| IUSBiShares Core Total USD Bond Market ETF | $11M | 2.4% | 250,124 |
| VEAVanguard FTSE Developed Markets ETF | $10M | 2.2% | 141,334 |
| EEMiShares MSCI Emerging Index Fund | $8.8M | 1.9% | 132,207 |
| PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $7.1M | 1.5% | 368,183 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $7M | 1.5% | 91,074 |
| AORiShares Core 60/40 Balanced Allocation ETF | $6.6M | 1.4% | 95,689 |
| SSGA ACTIVE TR | $6.1M | 1.3% | 92,011 |
| NVDANVIDIA Corp | $5.8M | 1.3% | 25,442 |
| AOAiShares Core Aggressive Allocation Fund | $5.2M | 1.1% | 53,501 |
| PROSHARES TR | $4.9M | 1.1% | 51,512 |
| VTVVanguard Value ETF | $4.9M | 1.1% | 22,801 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $4.8M | 1.0% | 96,383 |
| VTEBVanguard Tax-Exempt Bond ETF | $4.8M | 1.0% | 100,586 |
| AAPLApple Inc | $4.7M | 1.0% | 14,206 |
| IAGGiShares International Aggregate Bond Fund | $4.3M | 0.9% | 88,390 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $4.1M | 0.9% | 78,515 |
| SSGA ACTIVE TR | $3.8M | 0.8% | 156,575 |
| MSFTMicrosoft Corp | $3.5M | 0.7% | 6,738 |
| VWOVanguard FTSE Emerging Markets ETF | $3.4M | 0.7% | 57,775 |
| BNDXVanguard Total International Bond ETF | $3.1M | 0.7% | 66,804 |
| BSVVanguard Short-Term Bond ETF | $2.9M | 0.6% | 37,917 |
| WISDOMTREE TR | $2.8M | 0.6% | 15,721 |
| SHViShares 0-1 Year Treasury Bond ETF | $2.8M | 0.6% | 24,940 |
| INVESCO ACTVELY MNGD ETC FD | $2.7M | 0.6% | 72,086 |
| HDViShares Core High Dividend ETF | $2.7M | 0.6% | 96,107 |
| XLEState Street Energy Select Sector SPDR ETF | $2.6M | 0.6% | 42,731 |
| ISHARES TR | $2.6M | 0.6% | 75,140 |
| IEIiShares 3-7 Year Treasury Bond ETF | $2.5M | 0.5% | 22,028 |
| AGZISHARES TR | $2.5M | 0.5% | 23,167 |
| IXJiShares Global Healthcare ETF | $2.3M | 0.5% | 22,761 |
| PROSHARES TR | $2.3M | 0.5% | 33,400 |
| QQQMInvesco NASDAQ 100 ETF | $2.3M | 0.5% | 7,525 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $2.2M | 0.5% | 16,115 |
| AMZNAmazon.com Inc | $2.1M | 0.5% | 8,505 |
| EFAiShares MSCI EAFE ETF | $1.8M | 0.4% | 17,702 |
| VXFVanguard Extended Market ETF | $1.7M | 0.4% | 7,485 |
| BRK.BBerkshire Hathaway Inc | $1.6M | 0.3% | 3,233 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $1.6M | 0.3% | 29,774 |
| SPDR SERIES TRUST | $1.6M | 0.3% | 39,772 |
| ISHARES TR | $1.5M | 0.3% | 31,757 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $1.5M | 0.3% | 21,920 |
| VUGVanguard Growth ETF | $1.5M | 0.3% | 16,671 |
| SHYiShares 1-3 Year Treasury Bond ETF | $1.5M | 0.3% | 18,421 |
| IVWiShares S&P 500 Growth ETF | $1.4M | 0.3% | 10,051 |
| LLYEli Lilly and Co | $1.4M | 0.3% | 1,230 |
| JPMORGAN CHASE FINL CO LLC | $1.4M | 0.3% | 43,846 |
| SPTLState Street SPDR Portfolio Long Term Treasury ETF | $1.3M | 0.3% | 55,523 |
| BIVVanguard Intermediate-Term Bond ETF | $1.3M | 0.3% | 18,077 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $1.3M | 0.3% | 14,542 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $1.3M | 0.3% | 20,620 |
| GOOGLAlphabet Inc | $1.3M | 0.3% | 3,677 |
| VMBSVanguard Mortgage Backed Security | $1.3M | 0.3% | 28,320 |
| GLDSPDR Gold Shares | $1.2M | 0.3% | 3,223 |
| BLVVanguard Long-Term Bond ETF | $1.2M | 0.3% | 19,545 |
| PROSHARES TR | $1.1M | 0.2% | 10,383 |
| IVEiShares S&P 500 Value ETF | $1.1M | 0.2% | 4,884 |
| SPDR INDEX SHS FDS | $1.1M | 0.2% | 24,211 |
| JPMJPMorgan Chase & Co | $1.1M | 0.2% | 3,216 |
| 2023 ETF SERIES TRUST | $1M | 0.2% | 36,247 |
| AMDAdvanced Micro Devices Inc | $986.8K | 0.2% | 1,613 |
| IEMGiShares Core MSCI Emerging Markets ETF | $962.5K | 0.2% | 11,859 |
| AVGOBroadcom Inc | $944.9K | 0.2% | 2,691 |
| BLACKROCK ETF TRUST | $929.9K | 0.2% | 25,583 |
| SPDR SERIES TRUST | $893.8K | 0.2% | 43,857 |
| IDEViShares Core MSCI International Developed Markets ETF | $841.6K | 0.2% | 9,406 |
| RSPInvesco S&P 500 Equal Weight ETF | $836K | 0.2% | 4,019 |
| SPABState Street SPDR Portfolio Aggregate Bond ETF | $828.3K | 0.2% | 34,002 |
| JNJJohnson & Johnson | $809.6K | 0.2% | 3,058 |
| METAMeta Platforms Inc | $787.8K | 0.2% | 1,086 |
| IBMInternational Business Machines Corp | $779.7K | 0.2% | 3,545 |
| SPDR SERIES TRUST | $741.7K | 0.2% | 31,072 |
| COSTCostco Wholesale Corp | $730.1K | 0.2% | 802 |
| BLACKROCK ETF TRUST | $725K | 0.2% | 14,808 |
| GBILGOLDMAN SACHS ETF TR | $723.6K | 0.2% | 7,228 |
| VTIVanguard Total Stock Market ETF | $719.7K | 0.2% | 1,923 |
| VPLVanguard FTSE Pacific ETF | $712.2K | 0.2% | 6,150 |
| IJRiShares Core S&P Small-Cap ETF | $707.7K | 0.2% | 5,202 |
| VEUVanguard FTSE All World Ex US ETF | $701.1K | 0.2% | 8,450 |
| ISHARES TR | $699.1K | 0.2% | 17,334 |
| MANAGED PORTFOLIO SER | $697.8K | 0.2% | 29,215 |
| SRLNState Street Blackstone Senior Loan ETF | $686.6K | 0.1% | 17,000 |
| SYYSysco Corp | $663.4K | 0.1% | 8,509 |
| XOMExxonmobil Holdings Corp | $661.3K | 0.1% | 4,063 |
| MUBiShares National Muni Bond ETF | $639.4K | 0.1% | 6,324 |
| EFGiShares MSCI EAFE Growth ETF | $621.1K | 0.1% | 5,183 |
| ABBVAbbVie Inc | $615K | 0.1% | 2,351 |
| ACWXiShares MSCI ACWI ex U.S. ETF | $607.9K | 0.1% | 8,039 |
| ISHARES TR | $590.9K | 0.1% | 8,300 |
| J P MORGAN EXCHANGE TRADED F | $582.5K | 0.1% | 7,893 |
| ESGUiShares ESG Aware MSCI USA ETF | $569.5K | 0.1% | 3,621 |
| MUFGMitsubishi UFJ Financial Group Inc | $563.8K | 0.1% | 24,438 |
| AMERICAN CENTY ETF TR | $550.1K | 0.1% | 12,401 |
| BAIiShares A.I. Innovation and Tech Active ETF | $549.9K | 0.1% | 11,652 |
| LRCXLam Research Corp | $538.4K | 0.1% | 1,639 |
| IJHiShares Core S&P Mid-Cap ETF | $516.8K | 0.1% | 7,183 |
| EFViShares MSCI EAFE Value ETF | $504.6K | 0.1% | 6,376 |
| GOVTiShares U.S. Treasury Bond ETF | $494.6K | 0.1% | 22,615 |
| BSXBoston Scientific Corp | $492.5K | 0.1% | 11,284 |
| SPDR SERIES TRUST | $475.8K | 0.1% | 26,127 |
| THROiShares U.S. Thematic Rotation Active ETF | $469.7K | 0.1% | 10,680 |
| JJacobs Solutions Inc | $463.2K | 0.1% | 3,424 |
| IWSiShares Russell Mid-cap Value ETF | $456.2K | 0.1% | 2,838 |
| CTASCintas Corp | $446.7K | 0.1% | 2,290 |
| PIMCO ETF TR | $445.3K | 0.1% | 8,090 |
| TLHiShares 10-20 Year Treasury Bond ETF | $435.4K | 0.1% | 4,724 |
| ISHARES TR | $434.7K | 0.1% | 4,311 |
| IBITiShares Bitcoin Trust ETF | $428K | 0.1% | 9,041 |
| ISHARES TR | $419.3K | 0.1% | 3,980 |
| VVisa Inc | $413.9K | 0.1% | 1,152 |
| RTXRTX Corp | $399.9K | 0.1% | 2,154 |
| VOEVanguard Mid-Cap Value ETF | $394.6K | 0.1% | 2,018 |
| IEFiShares 7-10 Year Treasury Bond ETF | $393.5K | 0.1% | 4,405 |
| KLACKLA Corp | $388.3K | 0.1% | 1,992 |
| BLACKROCK ETF TRUST | $382.9K | 0.1% | 12,822 |
| EBNDSPDR Bloomberg Emerging Markets Local Bond ETF | $382.8K | 0.1% | 18,582 |
| PFFiShares Preferred and Income Securities ETF | $367.9K | 0.1% | 12,471 |
| CVXChevron Corp | $364.9K | 0.1% | 1,787 |
| BLACKROCK ETF TRUST II | $363.6K | 0.1% | 7,257 |
| INTCIntel Corp | $360.9K | 0.1% | 3,002 |
| INVESCO ACTIVELY MANAGED EXC | $358.8K | 0.1% | 14,339 |
| MOAltria Group Inc | $354.1K | 0.1% | 5,259 |
| LMTLockheed Martin Corp | $353.3K | 0.1% | 694 |
| JNKSPDR Bloomberg Barclays High Yield Bond ETF | $349.7K | 0.1% | 3,770 |
| VOTVanguard Mid-Cap Growth ETF | $345.6K | 0.1% | 1,183 |
| SCHXSchwab U.S. Large-Cap ETF | $344.9K | 0.1% | 11,496 |
| GOOGAlphabet Inc | $344.8K | 0.1% | 1,012 |
| SPCXSpace Exploration Technologies Corp | $342.9K | 0.1% | 2,273 |
| WMTWalmart Inc | $340.1K | 0.1% | 3,273 |
| XYLXylem Inc | $338.1K | 0.1% | 3,339 |
| AMERICAN CENTY ETF TR | $338.1K | 0.1% | 4,104 |
| MUMicron Technology Inc | $332.3K | 0.1% | 312 |
| PGProcter & Gamble Co | $331.5K | 0.1% | 2,282 |
| MAMastercard Inc | $318.8K | 0.1% | 578 |
| VTEIVanguard Tax-Managed Funds Vanguard Intermediate-Term Tax-Exempt Bond ETF | $318.4K | 0.1% | 3,339 |
| JPSTJPMorgan Ultra-Short Income ETF | $313.4K | 0.1% | 6,221 |
| BNDVanguard Total Bond Market ETF | $311.1K | 0.1% | 4,435 |
| IYWiShares U.S. Technology ETF | $304.9K | 0.1% | 1,151 |
| LEGG MASON ETF INVT | $302.6K | 0.1% | 7,254 |
| SEAGATE TECHNOLOGY HLDNGS PL | $301.6K | 0.1% | 327 |
| TMUST-Mobile US Inc | $297.8K | 0.1% | 1,826 |
| IYEiShares U.S. Energy ETF | $297K | 0.1% | 4,583 |
| BSCQINVESCO EXCH TRD SLF IDX FD | $294.4K | 0.1% | 15,083 |
| HSBCHSBC Holdings PLC | $293.8K | 0.1% | 2,958 |
| INVESCO EXCH TRD SLF IDX FD | $293.1K | 0.1% | 14,998 |
| INVESCO EXCH TRD SLF IDX FD | $291.3K | 0.1% | 14,476 |
| CSCOCisco Systems Inc | $289.2K | 0.1% | 2,687 |
| INVESCO EXCH TRD SLF IDX FD | $289.1K | 0.1% | 15,886 |
| INVESCO EXCH TRD SLF IDX FD | $287.1K | 0.1% | 14,657 |
| AON PLC | $287K | 0.1% | 1,037 |
| INVESCO EXCH TRD SLF IDX FD | $286.3K | 0.1% | 17,739 |
| BSCVINVESCO EXCH TRD SLF IDX FD | $285.9K | 0.1% | 18,128 |
| BLACKROCK ETF TRUST | $283K | 0.1% | 9,061 |
| KOCoca-Cola Co | $279.5K | 0.1% | 3,247 |
| WISDOMTREE TR | $278.9K | 0.1% | 5,043 |
| AMATApplied Materials Inc | $278.2K | 0.1% | 544 |
| IOOiShares Global 100 ETF | $277.6K | 0.1% | 1,927 |
| ARKKARK Innovation ETF | $275.7K | 0.1% | 3,094 |
| TRANE TECHNOLOGIES PLC | $274.8K | 0.1% | 608 |
| EZUiShares MSCI Eurozone ETF | $268.6K | 0.1% | 3,990 |
| DUKDuke Energy Corp | $261K | 0.1% | 2,289 |
| AMLPAlerian MLP ETF | $255.1K | 0.1% | 4,919 |
| GEGeneral Electric Co | $252.6K | 0.1% | 809 |
| INVESCO EXCH TRD SLF IDX FD | $250.7K | 0.1% | 12,847 |
| INVESCO EXCH TRD SLF IDX FD | $250.6K | 0.1% | 13,034 |
| TAT&T Inc | $249.7K | 0.1% | 10,234 |
| INVESCO EXCH TRD SLF IDX FD | $248.7K | 0.1% | 12,435 |
| WISDOMTREE TR | $248.1K | 0.1% | 9,200 |
| HDHome Depot Inc | $242.3K | 0.1% | 852 |
| MBBiShares MBS ETF | $240.2K | 0.1% | 2,680 |
| IGHGPROSHARES TR | $239.9K | 0.1% | 3,086 |
| VIGVanguard Div Appreciation ETF | $233.8K | 0.1% | 1,002 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $229K | 0.0% | 2,925 |
| PWRQuanta Services Inc | $228.7K | 0.0% | 356 |
| ANETArista Networks Inc | $225.2K | 0.0% | 1,106 |
| MRKMerck & Co Inc | $217.7K | 0.0% | 1,498 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $215.3K | 0.0% | 2,349 |
| USBUS Bancorp | $215.2K | 0.0% | 3,725 |
| TJXTJX Companies Inc | $213.3K | 0.0% | 1,612 |
| DALDelta Air Lines Inc | $212K | 0.0% | 2,540 |
| PULSPGIM Ultra Short Bond ETF | $211.3K | 0.0% | 4,272 |
| VZVerizon Communications Inc | $208.5K | 0.0% | 4,545 |
| IWBiShares Russell 1000 ETF | $207.8K | 0.0% | 499 |
| HCAHCA Healthcare Inc | $204.4K | 0.0% | 479 |
| BACBank of America Corp | $203.5K | 0.0% | 3,738 |
| GEVGE Vernova Inc | $200.6K | 0.0% | 211 |
| FFord Motor Co | $121.9K | 0.0% | 10,110 |
Quarter ending 2026-09-30.
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