# Legacy Wealth Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2066638. Source: https://holderbook.com/funds/2066638-legacy-wealth-partners-llc/

- Reported value: $445.3M
- Positions: 189
- Weight of the ten largest: 50.8%
- Filed: 2026-07-22

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $62.2M | 83,004 | 14.0% | 3 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $47.4M | 478,994 | 10.6% | 3 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $23.9M | 246,985 | 5.4% | 3 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $20.0M | 91,743 | 4.5% | 3 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $15.9M | 23,126 | 3.6% | 3 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $13.0M | 189,608 | 2.9% | 3 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $11.9M | 39,103 | 2.7% | 3 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $11.3M | 139,681 | 2.5% | 3 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $11.1M | 239,969 | 2.5% | 3 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $9.8M | 137,234 | 2.2% | 3 |
| ISHARES TR | [USHY](https://holderbook.com/stocks/USHY/) | $9.6M | 260,491 | 2.2% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $9.0M | 12,085 | 2.0% | 3 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $7.2M | 24,130 | 1.6% | 3 |
| ISHARES TR | [HYG](https://holderbook.com/stocks/HYG/) | $7.0M | 87,516 | 1.6% | 3 |
| ISHARES TR | [AOR](https://holderbook.com/stocks/AOR/) | $6.8M | 98,018 | 1.5% | 3 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $5.4M | 106,500 | 1.2% | 3 |
| SSGA ACTIVE TR | [XLSR](https://holderbook.com/stocks/XLSR/) | $5.1M | 79,150 | 1.2% | 3 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $5.0M | 24,993 | 1.1% | 3 |
| ISHARES TR | [AOA](https://holderbook.com/stocks/AOA/) | $5.0M | 50,825 | 1.1% | 3 |
| ISHARES TR | [IAGG](https://holderbook.com/stocks/IAGG/) | $4.7M | 93,231 | 1.1% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $4.1M | 14,289 | 0.9% | 3 |
| PROSHARES TR | [UJB](https://holderbook.com/stocks/UJB/) | $4.0M | 51,504 | 0.9% | 1 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $3.7M | 71,919 | 0.8% | 3 |
| PROSHARES TR | [UWM](https://holderbook.com/stocks/UWM/) | $3.7M | 55,321 | 0.8% | 3 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $3.5M | 68,834 | 0.8% | 3 |
| PROSHARES TR | [EET](https://holderbook.com/stocks/EET/) | $3.5M | 29,367 | 0.8% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $3.4M | 57,486 | 0.8% | 3 |
| INVESCO EXCH TRADED FD TR II | [IDHQ](https://holderbook.com/stocks/IDHQ/) | $3.3M | 4,526 | 0.7% | 1 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $3.3M | 29,907 | 0.7% | 1 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $3.1M | 64,129 | 0.7% | 3 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $2.8M | 35,713 | 0.6% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $2.5M | 6,606 | 0.6% | 3 |
| WISDOMTREE TR | [USDU](https://holderbook.com/stocks/USDU/) | $2.3M | 85,677 | 0.5% | 2 |
| INVESCO ACTVELY MNGD ETC FD | [PDBC](https://holderbook.com/stocks/PDBC/) | $2.3M | 143,719 | 0.5% | 2 |
| INVESCO ACTIVELY MANAGED EXC | [VRIG](https://holderbook.com/stocks/VRIG/) | $2.3M | 90,666 | 0.5% | 2 |
| WISDOMTREE TR | [DXJ](https://holderbook.com/stocks/DXJ/) | $2.3M | 13,065 | 0.5% | 2 |
| SPDR SERIES TRUST | [XBI](https://holderbook.com/stocks/XBI/) | $2.3M | 14,230 | 0.5% | 3 |
| ISHARES TR | [IXJ](https://holderbook.com/stocks/IXJ/) | $2.1M | 21,367 | 0.5% | 1 |
| ISHARES TR | [SHV](https://holderbook.com/stocks/SHV/) | $2.0M | 18,012 | 0.4% | 3 |
| SSGA ACTIVE TR | [FISR](https://holderbook.com/stocks/FISR/) | $2.0M | 76,205 | 0.4% | 3 |
| ISHARES INC | [EWW](https://holderbook.com/stocks/EWW/) | $1.9M | 25,666 | 0.4% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.9M | 8,052 | 0.4% | 3 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $1.9M | 35,374 | 0.4% | 2 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $1.9M | 7,546 | 0.4% | 3 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $1.8M | 17,732 | 0.4% | 3 |
| ISHARES TR | [EWU](https://holderbook.com/stocks/EWU/) | $1.7M | 36,783 | 0.4% | 1 |
| SPDR SERIES TRUST | [JNK](https://holderbook.com/stocks/JNK/) | $1.7M | 17,608 | 0.4% | 3 |
| ISHARES TR | [IYM](https://holderbook.com/stocks/IYM/) | $1.7M | 9,214 | 0.4% | 1 |
| SPDR SERIES TRUST | [SPSM](https://holderbook.com/stocks/SPSM/) | $1.6M | 27,737 | 0.4% | 3 |
| ISHARES TR | [AOM](https://holderbook.com/stocks/AOM/) | $1.5M | 30,901 | 0.3% | 3 |
| SPDR SERIES TRUST | [CERY](https://holderbook.com/stocks/CERY/) | $1.5M | 45,575 | 0.3% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.5M | 1,226 | 0.3% | 3 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $1.4M | 21,159 | 0.3% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.4M | 2,874 | 0.3% | 3 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $1.4M | 16,648 | 0.3% | 3 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $1.4M | 17,105 | 0.3% | 3 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $1.3M | 9,724 | 0.3% | 3 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $1.3M | 17,405 | 0.3% | 3 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $1.3M | 14,406 | 0.3% | 2 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $1.3M | 15,742 | 0.3% | 3 |
| VANGUARD SCOTTSDALE FDS | [VMBS](https://holderbook.com/stocks/VMBS/) | $1.3M | 26,954 | 0.3% | 3 |
| SPDR SERIES TRUST | [SPMD](https://holderbook.com/stocks/SPMD/) | $1.3M | 18,516 | 0.3% | 3 |
| INVERSE VIX ST FUTUR ETN | [VYLD](https://holderbook.com/stocks/VYLD/) | $1.3M | 42,174 | 0.3% | 1 |
| VANGUARD BD INDEX FDS | [BLV](https://holderbook.com/stocks/BLV/) | $1.2M | 18,134 | 0.3% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.2M | 3,447 | 0.3% | 3 |
| SPDR SERIES TRUST | [FLRN](https://holderbook.com/stocks/FLRN/) | $1.1M | 36,154 | 0.3% | 1 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $1.1M | 4,912 | 0.3% | 3 |
| INVESCO ACTIVELY MANAGED EXC | [GSY](https://holderbook.com/stocks/GSY/) | $1.1M | 22,055 | 0.2% | 2 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $1.1M | 2,910 | 0.2% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.0M | 3,205 | 0.2% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.0M | 2,693 | 0.2% | 3 |
| SPDR SERIES TRUST | [SPTL](https://holderbook.com/stocks/SPTL/) | $970.8K | 37,011 | 0.2% | 3 |
| SPDR INDEX SHS FDS | [GWX](https://holderbook.com/stocks/GWX/) | $947.5K | 21,653 | 0.2% | 3 |
| ISHARES TR | [IDEV](https://holderbook.com/stocks/IDEV/) | $941.0K | 10,572 | 0.2% | 3 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $882.0K | 4,145 | 0.2% | 1 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $841.2K | 1,448 | 0.2% | 3 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $810.2K | 5,463 | 0.2% | 3 |
| ISHARES TR | [AOK](https://holderbook.com/stocks/AOK/) | $760.9K | 18,344 | 0.2% | 3 |
| BLACKROCK ETF TRUST | [BAI](https://holderbook.com/stocks/BAI/) | $752.9K | 14,282 | 0.2% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $752.8K | 2,964 | 0.2% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $752.4K | 8,984 | 0.2% | 3 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $748.2K | 2,022 | 0.2% | 3 |
| GOLDMAN SACHS ETF TR | [GBIL](https://holderbook.com/stocks/GBIL/) | $740.1K | 7,389 | 0.2% | 3 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $722.1K | 7,640 | 0.2% | 3 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $721.7K | 8,212 | 0.2% | 3 |
| SYSCO CORP | [SYY](https://holderbook.com/stocks/SYY/) | $711.6K | 8,514 | 0.2% | 3 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $707.6K | 1,633 | 0.2% | 3 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $696.9K | 745 | 0.2% | 3 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $688.7K | 5,535 | 0.2% | 2 |
| VANECK ETF TRUST | [CLOI](https://holderbook.com/stocks/CLOI/) | $681.0K | 12,861 | 0.2% | 1 |
| SPDR SERIES TRUST | [SPLB](https://holderbook.com/stocks/SPLB/) | $672.3K | 30,013 | 0.2% | 2 |
| SPDR SERIES TRUST | [EMHC](https://holderbook.com/stocks/EMHC/) | $639.1K | 25,122 | 0.1% | 3 |
| ISHARES TR | [ISCB](https://holderbook.com/stocks/ISCB/) | $639.0K | 8,463 | 0.1% | 3 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $621.3K | 8,057 | 0.1% | 3 |
| MANAGED PORTFOLIO SER | [KAMO](https://holderbook.com/stocks/KAMO/) | $615.4K | 24,976 | 0.1% | 3 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $615.4K | 6,113 | 0.1% | 3 |
| PROSHARES TR | [QLD](https://holderbook.com/stocks/QLD/) | $602.5K | 6,227 | 0.1% | 1 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $592.0K | 1,962 | 0.1% | 3 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $583.6K | 2,319 | 0.1% | 3 |
| J P MORGAN EXCHANGE TRADED F | [JQUA](https://holderbook.com/stocks/JQUA/) | $570.8K | 7,897 | 0.1% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.9% | +14.8% | -6.9% | 100% |
| Q1 2026 | -1.8% | -4.6% | +2.9% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $445.3M | 189 |
| Q1 2026 | $398.9M | 176 |
| Q4 2025 | $386.3M | 177 |