Legacy Wealth Partners, LLC holds a focused book of 189 stocks worth $445.3M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Ishares Broad Usd High Yield and trimmed Ishares Core U.S. Aggregate. Their largest long position is Ishares Core S&P 500 ETF at 14% of the equity book. Cloning the disclosed picks since 2026 would be +3% (+7.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2066638/holdings"
Use Arkolith to show Legacy Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Legacy Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $62.2M | 83.0K | 14.0% | ▲+20% Added · +14K sh | |
| 2 | Ishares TR CORE US AGGBD ET | $47.4M | 479.0K | 10.6% | ▼−0.5% Reduced · −2K sh | |
| 3 | Ishares TR CORE MSCI EAFE | $23.9M | 247.0K | 5.4% | ▼−9.7% Reduced · −27K sh | |
| 4 | Vanguard Index FDS VALUE ETF | $20.0M | 91.7K | 4.5% | ▼−21% Reduced · −25K sh | |
| 5 | Vanguard Index FDS S&P 500 ETF SHS | $15.9M | 23.1K | 3.6% | ▲+1.3% Added · +287 sh | |
| 6 | Ishares TR MSCI EMG MKT ETF | $13.0M | 189.6K | 2.9% | ▲+100% Added · +95K sh | |
| 7 | Vanguard Index FDS SMALL CP ETF | $11.9M | 39.1K | 2.7% | ▲+0.3% Added · +99 sh | |
| 8 | Vanguard Index FDS MID CAP ETF | $11.3M | 139.7K | 2.5% | ▲+309% Added · +106K sh | |
| 9 | Ishares TR CORE UNIVRSL USD | $11.1M | 240.0K | 2.5% | ▲+10% Added · +22K sh | |
| 10 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $9.8M | 137.2K | 2.2% | ▲+1.5% Added · +2K sh | |
| 11 | Ishares TR BROAD USD HIGH | $9.6M | 260.5K | 2.2% | ▲New New position | |
| 12 | State STR SPDR S&P 500 ETF T TR UNIT | $9.0M | 12.1K | 2.0% | ▲+25% Added · +2K sh | |
| 13 | Ishares TR RUSSELL 2000 ETF | $7.2M | 24.1K | 1.6% | ▲+109% Added · +13K sh | |
| 14 | Ishares TR IBOXX HI YD ETF | $7.0M | 87.5K | 1.6% | ▲+2.9% Added · +2K sh | |
| 15 | Ishares TR CORE 60 BALA ETF | $6.8M | 98.0K | 1.5% | ▲+1.8% Added · +2K sh | |
| 16 | Vanguard Mun BD FDS TAX EXEMPT BD | $5.4M | 106.5K | 1.2% | ▲+2.4% Added · +2K sh | |
| 17 | Ssga Active TR STATE STREET US | $5.1M | 79.2K | 1.2% | ▲+7.3% Added · +5K sh | |
| 18 | Nvidia Corporation COM | $5.0M | 25.0K | 1.1% | ▼−44% Reduced · −20K sh | |
| 19 | Ishares TR CORE 80 20 ETF | $5.0M | 50.8K | 1.1% | ▲+1.4% Added · +705 sh | |
| 20 | Ishares TR CORE INTL AGGR | $4.7M | 93.2K | 1.1% | ▼−1.9% Reduced · −2K sh | |
| 21 | Apple Inc COM | $4.1M | 14.3K | 0.9% | ▼−6.0% Reduced · −920 sh | |
| 22 | Proshares TR ULTRA HIGH YLD | $4.0M | 51.5K | 0.9% | ▲New New position | |
| 23 | SPDR Index SHS FDS ST PORT MARK ETF | $3.7M | 71.9K | 0.8% | ▲+14% Added · +9K sh | |
| 24 | Proshares TR PSHS ULTRUSS2000 | $3.7M | 55.3K | 0.8% | ▲+86% Added · +26K sh | |
| 25 | SPDR Index SHS FDS ST STR PO EX ETF | $3.5M | 68.8K | 0.8% | ▼−22% Reduced · −20K sh | |
| 26 | Proshares TR MSCI EMRG ETF | $3.5M | 29.4K | 0.8% | ▲+98% Added · +15K sh | |
| 27 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.4M | 57.5K | 0.8% | ▲+1.5% Added · +866 sh | |
| 28 | Invesco Exch Traded FD TR II S&P INTL QULTY | $3.3M | 4.5K | 0.7% | ▲New New position | |
| 29 | Ishares TR TIPS BD ETF | $3.3M | 29.9K | 0.7% | ▲New New position | |
| 30 | Vanguard Charlotte FDS TOTAL INT BD ETF | $3.1M | 64.1K | 0.7% | ▲+4.4% Added · +3K sh | |
| 31 | Vanguard BD Index FDS SHORT TRM BOND | $2.8M | 35.7K | 0.6% | ▲+5.4% Added · +2K sh | |
| 32 | Microsoft Corp COM | $2.5M | 6.6K | 0.6% | ▲+11% Added · +663 sh | |
| 33 | Wisdomtree TR BLMBG US BULL | $2.3M | 85.7K | 0.5% | ▲+21% Added · +15K sh | |
| 34 | Invesco Actvely MNGD Etc FD OPTIMUM YIELD | $2.3M | 143.7K | 0.5% | ▼−59% Reduced · −210K sh | |
| 35 | Invesco Actively Managed Exc VAR RATE INVT | $2.3M | 90.7K | 0.5% | ▲+785% Added · +80K sh | |
| 36 | Wisdomtree TR JAPN HEDGE EQT | $2.3M | 13.1K | 0.5% | ▲+11% Added · +1K sh | |
| 37 | SPDR Series Trust ST STR SP BIOT | $2.3M | 14.2K | 0.5% | ▲+4.7% Added · +635 sh | |
| 38 | Ishares TR GLOB HLTHCRE ETF | $2.1M | 21.4K | 0.5% | ▲New New position | |
| 39 | Ishares TR TRUST ISHARE 0-1 | $2.0M | 18.0K | 0.4% | ▲+23% Added · +3K sh | |
| 40 | Ssga Active TR ST STR SECTO ETF | $2.0M | 76.2K | 0.4% | ▼−18% Reduced · −16K sh | |
| 41 | Ishares Inc MSCI MEXICO ETF | $1.9M | 25.7K | 0.4% | ▲New New position | |
| 42 | Amazon Com Inc COM | $1.9M | 8.1K | 0.4% | ▲+23% Added · +1K sh | |
| 43 | Select Sector SPDR TR ST STR ENERG ETF | $1.9M | 35.4K | 0.4% | ▲+18% Added · +5K sh | |
| 44 | Vanguard Index FDS EXTEND MKT ETF | $1.9M | 7.5K | 0.4% | ▲+0.7% Added · +53 sh | |
| 45 | Ishares TR MSCI EAFE ETF | $1.8M | 17.7K | 0.4% | ▼−1.8% Reduced · −324 sh | |
| 46 | Ishares TR MSCI UK ETF NEW | $1.7M | 36.8K | 0.4% | ▲New New position | |
| 47 | SPDR Series Trust ST BLOO HIGH ETF | $1.7M | 17.6K | 0.4% | ▲+153% Added · +11K sh | |
| 48 | Ishares TR U.S. BAS MTL ETF | $1.7M | 9.2K | 0.4% | ▲New New position | |
| 49 | SPDR Series Trust ST STR SP600 SML | $1.6M | 27.7K | 0.4% | ▼−8.1% Reduced · −2K sh | |
| 50 | Ishares TR CORE 40 MODE ETF | $1.5M | 30.9K | 0.3% | ▼−0.4% Reduced · −134 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.