Filed: 7/22/2026ACC: 0002066638-26-000004
📋 What this filing means
LEGACY WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 189 equity positions with a total reported market value of $445.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
189
Positions
$445.26M
Total AUM (reported)
4.85M
Total Shares
Allocation by class
CORE S&P500 ETF$62.16M14.0%
CORE US AGGBD ET$47.41M10.6%
COM$29.30M6.6%
CORE MSCI EAFE$23.85M5.4%
VALUE ETF$19.99M4.5%
S&P 500 ETF SHS$15.88M3.6%
MSCI EMG MKT ETF$12.97M2.9%
Portfolio Concentration
Top 3$133.43M30.0%
4–10$92.81M20.8%
11–25$84.02M18.9%
Rest$135.01M30.3%
Top 3 weight
30.0%
Top 10 weight
50.8%
Voting Authority Distribution
Total shares with voting rights: 4.85M
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
4.85M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole189
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings189
Rows:
ISHARES TR
SOLEShares83K
TypeSH
Market value$62.16M
13.96%
Sole
0.00
Shared
0.00
None
83K
ISHARES TR
SOLEShares478.99K
TypeSH
Market value$47.41M
10.65%
Sole
0.00
Shared
0.00
None
478.99K
ISHARES TR
SOLEShares246.99K
TypeSH
Market value$23.85M
5.36%
Sole
0.00
Shared
0.00
None
246.99K
VANGUARD INDEX FDS
SOLEShares91.74K
TypeSH
Market value$19.99M
4.49%
Sole
0.00
Shared
0.00
None
91.74K
VANGUARD INDEX FDS
SOLEShares23.13K
TypeSH
Market value$15.88M
3.57%
Sole
0.00
Shared
0.00
None
23.13K
ISHARES TR
SOLEShares189.61K
TypeSH
Market value$12.97M
2.91%
Sole
0.00
Shared
0.00
None
189.61K
VANGUARD INDEX FDS
SOLEShares39.10K
TypeSH
Market value$11.85M
2.66%
Sole
0.00
Shared
0.00
None
39.10K
VANGUARD INDEX FDS
SOLEShares139.68K
TypeSH
Market value$11.25M
2.53%
Sole
0.00
Shared
0.00
None
139.68K
ISHARES TR
SOLEShares239.97K
TypeSH
Market value$11.07M
2.49%
Sole
0.00
Shared
0.00
None
239.97K
VANGUARD TAX-MANAGED FDS
SOLEShares137.23K
TypeSH
Market value$9.78M
2.20%
Sole
0.00
Shared
0.00
None
137.23K
ISHARES TR
SOLEShares260.49K
TypeSH
Market value$9.64M
2.17%
Sole
0.00
Shared
0.00
None
260.49K
STATE STR SPDR S&P 500 ETF T
SOLEShares12.09K
TypeSH
Market value$9.02M
2.03%
Sole
0.00
Shared
0.00
None
12.09K
ISHARES TR
SOLEShares24.13K
TypeSH
Market value$7.25M
1.63%
Sole
0.00
Shared
0.00
None
24.13K
ISHARES TR
SOLEShares87.52K
TypeSH
Market value$7.00M
1.57%
Sole
0.00
Shared
0.00
None
87.52K
ISHARES TR
SOLEShares98.02K
TypeSH
Market value$6.81M
1.53%
Sole
0.00
Shared
0.00
None
98.02K
VANGUARD MUN BD FDS
SOLEShares106.50K
TypeSH
Market value$5.39M
1.21%
Sole
0.00
Shared
0.00
None
106.50K
SSGA ACTIVE TR
SOLEShares79.15K
TypeSH
Market value$5.13M
1.15%
Sole
0.00
Shared
0.00
None
79.15K
NVIDIA CORPORATION
SOLEShares24.99K
TypeSH
Market value$5.00M
1.12%
Sole
0.00
Shared
0.00
None
24.99K
ISHARES TR
SOLEShares50.83K
TypeSH
Market value$4.96M
1.11%
Sole
0.00
Shared
0.00
None
50.83K
ISHARES TR
SOLEShares93.23K
TypeSH
Market value$4.72M
1.06%
Sole
0.00
Shared
0.00
None
93.23K
APPLE INC
SOLEShares14.29K
TypeSH
Market value$4.13M
0.93%
Sole
0.00
Shared
0.00
None
14.29K
PROSHARES TR
SOLEShares51.50K
TypeSH
Market value$4.04M
0.91%
Sole
0.00
Shared
0.00
None
51.50K
SPDR INDEX SHS FDS
SOLEShares71.92K
TypeSH
Market value$3.72M
0.84%
Sole
0.00
Shared
0.00
None
71.92K
PROSHARES TR
SOLEShares55.32K
TypeSH
Market value$3.72M
0.84%
Sole
0.00
Shared
0.00
None
55.32K
SPDR INDEX SHS FDS
SOLEShares68.83K
TypeSH
Market value$3.47M
0.78%
Sole
0.00
Shared
0.00
None
68.83K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 83K | SH | $62.16M 13.96% | 0.00 | 0.00 | 83K |
ISHARES TRSOLE | CORE US AGGBD ET | 478.99K | SH | $47.41M 10.65% | 0.00 | 0.00 | 478.99K |
ISHARES TRSOLE | CORE MSCI EAFE | 246.99K | SH | $23.85M 5.36% | 0.00 | 0.00 | 246.99K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 91.74K | SH | $19.99M 4.49% | 0.00 | 0.00 | 91.74K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 23.13K | SH | $15.88M 3.57% | 0.00 | 0.00 | 23.13K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 189.61K | SH | $12.97M 2.91% | 0.00 | 0.00 | 189.61K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 39.10K | SH | $11.85M 2.66% | 0.00 | 0.00 | 39.10K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 139.68K | SH | $11.25M 2.53% | 0.00 | 0.00 | 139.68K |
ISHARES TRSOLE | CORE UNIVRSL USD | 239.97K | SH | $11.07M 2.49% | 0.00 | 0.00 | 239.97K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 137.23K | SH | $9.78M 2.20% | 0.00 | 0.00 | 137.23K |
ISHARES TRSOLE | BROAD USD HIGH | 260.49K | SH | $9.64M 2.17% | 0.00 | 0.00 | 260.49K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 12.09K | SH | $9.02M 2.03% | 0.00 | 0.00 | 12.09K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 24.13K | SH | $7.25M 1.63% | 0.00 | 0.00 | 24.13K |
ISHARES TRSOLE | IBOXX HI YD ETF | 87.52K | SH | $7.00M 1.57% | 0.00 | 0.00 | 87.52K |
ISHARES TRSOLE | CORE 60 BALA ETF | 98.02K | SH | $6.81M 1.53% | 0.00 | 0.00 | 98.02K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 106.50K | SH | $5.39M 1.21% | 0.00 | 0.00 | 106.50K |
SSGA ACTIVE TRSOLE | STATE STREET US | 79.15K | SH | $5.13M 1.15% | 0.00 | 0.00 | 79.15K |
NVIDIA CORPORATIONSOLE | COM | 24.99K | SH | $5.00M 1.12% | 0.00 | 0.00 | 24.99K |
ISHARES TRSOLE | CORE 80 20 ETF | 50.83K | SH | $4.96M 1.11% | 0.00 | 0.00 | 50.83K |
ISHARES TRSOLE | CORE INTL AGGR | 93.23K | SH | $4.72M 1.06% | 0.00 | 0.00 | 93.23K |
APPLE INCSOLE | COM | 14.29K | SH | $4.13M 0.93% | 0.00 | 0.00 | 14.29K |
PROSHARES TRSOLE | ULTRA HIGH YLD | 51.50K | SH | $4.04M 0.91% | 0.00 | 0.00 | 51.50K |
SPDR INDEX SHS FDSSOLE | ST PORT MARK ETF | 71.92K | SH | $3.72M 0.84% | 0.00 | 0.00 | 71.92K |
PROSHARES TRSOLE | PSHS ULTRUSS2000 | 55.32K | SH | $3.72M 0.84% | 0.00 | 0.00 | 55.32K |
SPDR INDEX SHS FDSSOLE | ST STR PO EX ETF | 68.83K | SH | $3.47M 0.78% | 0.00 | 0.00 | 68.83K |
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