Filed: 4/17/2026ACC: 0002066638-26-000003
📋 What this filing means
LEGACY WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 176 equity positions with a total reported market value of $398.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
176
Positions
$398.92M
Total AUM (reported)
4.58M
Total Shares
Allocation by class
CORE US AGGBD ET$47.78M12.0%
CORE S&P500 ETF$45.26M11.3%
COM$30.05M7.5%
CORE MSCI EAFE$24.76M6.2%
0-3 MNTH TREASRY$23.63M5.9%
VALUE ETF$22.82M5.7%
STATE STREET SPD$16.91M4.2%
Portfolio Concentration
Top 3$117.80M29.5%
4–10$98.87M24.8%
11–25$74.14M18.6%
Rest$108.10M27.1%
Top 3 weight
29.5%
Top 10 weight
54.3%
Voting Authority Distribution
Total shares with voting rights: 4.58M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.58M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole176
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings176
Rows:
ISHARES TR
SOLEShares481.29K
TypeSH
Market value$47.78M
11.98%
Sole
0.00
Shared
0.00
None
481.29K
ISHARES TR
SOLEShares69.30K
TypeSH
Market value$45.26M
11.35%
Sole
0.00
Shared
0.00
None
69.30K
ISHARES TR
SOLEShares273.49K
TypeSH
Market value$24.76M
6.21%
Sole
0.00
Shared
0.00
None
273.49K
ISHARES TR
SOLEShares234.77K
TypeSH
Market value$23.63M
5.92%
Sole
0.00
Shared
0.00
None
234.77K
VANGUARD INDEX FDS
SOLEShares116.32K
TypeSH
Market value$22.82M
5.72%
Sole
0.00
Shared
0.00
None
116.32K
VANGUARD INDEX FDS
SOLEShares22.84K
TypeSH
Market value$13.65M
3.42%
Sole
0.00
Shared
0.00
None
22.84K
VANGUARD INDEX FDS
SOLEShares39K
TypeSH
Market value$10.22M
2.56%
Sole
0.00
Shared
0.00
None
39K
ISHARES TR
SOLEShares218.02K
TypeSH
Market value$10.07M
2.52%
Sole
0.00
Shared
0.00
None
218.02K
VANGUARD INDEX FDS
SOLEShares34.18K
TypeSH
Market value$9.82M
2.46%
Sole
0.00
Shared
0.00
None
34.18K
VANGUARD TAX-MANAGED FDS
SOLEShares135.25K
TypeSH
Market value$8.67M
2.17%
Sole
0.00
Shared
0.00
None
135.25K
NVIDIA CORPORATION
SOLEShares44.98K
TypeSH
Market value$7.85M
1.97%
Sole
0.00
Shared
0.00
None
44.98K
ISHARES TR
SOLEShares85.03K
TypeSH
Market value$6.76M
1.70%
Sole
0.00
Shared
0.00
None
85.03K
STATE STR SPDR S&P 500 ETF T
SOLEShares9.69K
TypeSH
Market value$6.30M
1.58%
Sole
0.00
Shared
0.00
None
9.69K
ISHARES TR
SOLEShares96.26K
TypeSH
Market value$6.19M
1.55%
Sole
0.00
Shared
0.00
None
96.26K
INVESCO ACTVELY MNGD ETC FD
SOLEShares353.50K
TypeSH
Market value$6.12M
1.53%
Sole
0.00
Shared
0.00
None
353.50K
ISHARES TR
SOLEShares94.91K
TypeSH
Market value$5.39M
1.35%
Sole
0.00
Shared
0.00
None
94.91K
VANGUARD MUN BD FDS
SOLEShares104K
TypeSH
Market value$5.19M
1.30%
Sole
0.00
Shared
0.00
None
104K
ISHARES TR
SOLEShares95.02K
TypeSH
Market value$4.75M
1.19%
Sole
0.00
Shared
0.00
None
95.02K
ISHARES TR
SOLEShares50.12K
TypeSH
Market value$4.44M
1.11%
Sole
0.00
Shared
0.00
None
50.12K
SSGA ACTIVE TR
SOLEShares73.75K
TypeSH
Market value$4.26M
1.07%
Sole
0.00
Shared
0.00
None
73.75K
SPDR INDEX SHS FDS
SOLEShares88.73K
TypeSH
Market value$4.05M
1.02%
Sole
0.00
Shared
0.00
None
88.73K
APPLE INC
SOLEShares15.21K
TypeSH
Market value$3.86M
0.97%
Sole
0.00
Shared
0.00
None
15.21K
VANGUARD INTL EQUITY INDEX F
SOLEShares56.62K
TypeSH
Market value$3.06M
0.77%
Sole
0.00
Shared
0.00
None
56.62K
SPDR INDEX SHS FDS
SOLEShares63.30K
TypeSH
Market value$2.97M
0.74%
Sole
0.00
Shared
0.00
None
63.30K
VANGUARD CHARLOTTE FDS
SOLEShares61.40K
TypeSH
Market value$2.95M
0.74%
Sole
0.00
Shared
0.00
None
61.40K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 481.29K | SH | $47.78M 11.98% | 0.00 | 0.00 | 481.29K |
ISHARES TRSOLE | CORE S&P500 ETF | 69.30K | SH | $45.26M 11.35% | 0.00 | 0.00 | 69.30K |
ISHARES TRSOLE | CORE MSCI EAFE | 273.49K | SH | $24.76M 6.21% | 0.00 | 0.00 | 273.49K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 234.77K | SH | $23.63M 5.92% | 0.00 | 0.00 | 234.77K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 116.32K | SH | $22.82M 5.72% | 0.00 | 0.00 | 116.32K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 22.84K | SH | $13.65M 3.42% | 0.00 | 0.00 | 22.84K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 39K | SH | $10.22M 2.56% | 0.00 | 0.00 | 39K |
ISHARES TRSOLE | CORE UNIVRSL USD | 218.02K | SH | $10.07M 2.52% | 0.00 | 0.00 | 218.02K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 34.18K | SH | $9.82M 2.46% | 0.00 | 0.00 | 34.18K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 135.25K | SH | $8.67M 2.17% | 0.00 | 0.00 | 135.25K |
NVIDIA CORPORATIONSOLE | COM | 44.98K | SH | $7.85M 1.97% | 0.00 | 0.00 | 44.98K |
ISHARES TRSOLE | IBOXX HI YD ETF | 85.03K | SH | $6.76M 1.70% | 0.00 | 0.00 | 85.03K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.69K | SH | $6.30M 1.58% | 0.00 | 0.00 | 9.69K |
ISHARES TRSOLE | CORE 60/40 BALAN | 96.26K | SH | $6.19M 1.55% | 0.00 | 0.00 | 96.26K |
INVESCO ACTVELY MNGD ETC FDSOLE | OPTIMUM YIELD | 353.50K | SH | $6.12M 1.53% | 0.00 | 0.00 | 353.50K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 94.91K | SH | $5.39M 1.35% | 0.00 | 0.00 | 94.91K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 104K | SH | $5.19M 1.30% | 0.00 | 0.00 | 104K |
ISHARES TRSOLE | CORE INTL AGGR | 95.02K | SH | $4.75M 1.19% | 0.00 | 0.00 | 95.02K |
ISHARES TRSOLE | CORE 80/20 AGGRE | 50.12K | SH | $4.44M 1.11% | 0.00 | 0.00 | 50.12K |
SSGA ACTIVE TRSOLE | STATE STREET US | 73.75K | SH | $4.26M 1.07% | 0.00 | 0.00 | 73.75K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 88.73K | SH | $4.05M 1.02% | 0.00 | 0.00 | 88.73K |
APPLE INCSOLE | COM | 15.21K | SH | $3.86M 0.97% | 0.00 | 0.00 | 15.21K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 56.62K | SH | $3.06M 0.77% | 0.00 | 0.00 | 56.62K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 63.30K | SH | $2.97M 0.74% | 0.00 | 0.00 | 63.30K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 61.40K | SH | $2.95M 0.74% | 0.00 | 0.00 | 61.40K |
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