Legacy Wealth Partners, LLC holds a focused book of 189 reported positions worth $445.3M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; 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 reported non-option book. Cloning the disclosed picks since 2026 would be +5% (+8.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Legacy Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Legacy Wealth Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with 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
+4 sectors below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Legacy Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.4B |
| Swiss Re Ltd | 13 / 80 | $1.0B |
| Roth Financial Partners LLC | 18 / 80 | $305.1M |
| Brighton Securities Corp. | 21 / 80 | $210.1M |
| Stephenson & Company, Inc. | 24 / 80 | $189.5M |
| Hirtle & Co., LLC | 32 / 80 | $2.6B |
| Golden Road Advisors LLC | 22 / 80 | $168.4M |
| Ni Acquisitions Company, LLC | 25 / 80 | $190.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Legacy Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.