Holders — by stockHoldings — by fund
Legacy Wealth Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2066638
$445.3M
disclosed book value
189
positions
14%
largest position share
Positions, as of 2026-06-30
top 100 of 189 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 83,004 | $62.2M | 14% |
| 2 | AGGISHARES TR | 478,994 | $47.4M | 10.6% |
| 3 | IEFAISHARES TR | 246,985 | $23.9M | 5.4% |
| 4 | VTVVANGUARD INDEX FDS | 91,743 | $20.0M | 4.5% |
| 5 | VOOVANGUARD INDEX FDS | 23,126 | $15.9M | 3.6% |
| 6 | EEMISHARES TR | 189,608 | $13.0M | 2.9% |
| 7 | VBVANGUARD INDEX FDS | 39,103 | $11.9M | 2.7% |
| 8 | VOVANGUARD INDEX FDS | 139,681 | $11.3M | 2.5% |
| 9 | IUSBISHARES TR | 239,969 | $11.1M | 2.5% |
| 10 | VEAVANGUARD TAX-MANAGED FDS | 137,234 | $9.8M | 2.2% |
| 11 | USHYISHARES TR | 260,491 | $9.6M | 2.2% |
| 12 | SPYSTATE STR SPDR S&P 500 ETF T | 12,085 | $9.0M | 2% |
| 13 | IWMISHARES TR | 24,130 | $7.2M | 1.6% |
| 14 | HYGISHARES TR | 87,516 | $7.0M | 1.6% |
| 15 | AORISHARES TR | 98,018 | $6.8M | 1.5% |
| 16 | VTEBVANGUARD MUN BD FDS | 106,500 | $5.4M | 1.2% |
| 17 | XLSRSSGA ACTIVE TR | 79,150 | $5.1M | 1.2% |
| 18 | NVDANVIDIA CORPORATION | 24,993 | $5.0M | 1.1% |
| 19 | AOAISHARES TR | 50,825 | $5.0M | 1.1% |
| 20 | IAGGISHARES TR | 93,231 | $4.7M | 1.1% |
| 21 | AAPLAPPLE INC | 14,289 | $4.1M | 0.9% |
| 22 | PROSHARES TR | 51,504 | $4.0M | 0.9% |
| 23 | SPEMSPDR INDEX SHS FDS | 71,919 | $3.7M | 0.8% |
| 24 | PROSHARES TR | 55,321 | $3.7M | 0.8% |
| 25 | SPDWSPDR INDEX SHS FDS | 68,834 | $3.5M | 0.8% |
| 26 | PROSHARES TR | 29,367 | $3.5M | 0.8% |
| 27 | VWOVANGUARD INTL EQUITY INDEX F | 57,486 | $3.4M | 0.8% |
| 28 | INVESCO EXCH TRADED FD TR II | 4,526 | $3.3M | 0.7% |
| 29 | TIPISHARES TR | 29,907 | $3.3M | 0.7% |
| 30 | BNDXVANGUARD CHARLOTTE FDS | 64,129 | $3.1M | 0.7% |
| 31 | BSVVANGUARD BD INDEX FDS | 35,713 | $2.8M | 0.6% |
| 32 | MSFTMICROSOFT CORP | 6,606 | $2.5M | 0.6% |
| 33 | WISDOMTREE TR | 85,677 | $2.3M | 0.5% |
| 34 | PDBCINVESCO ACTVELY MNGD ETC FD | 143,719 | $2.3M | 0.5% |
| 35 | VRIGINVESCO ACTIVELY MANAGED EXC | 90,666 | $2.3M | 0.5% |
| 36 | DXJWISDOMTREE TR | 13,065 | $2.3M | 0.5% |
| 37 | XBISPDR SERIES TRUST | 14,230 | $2.3M | 0.5% |
| 38 | IXJISHARES TR | 21,367 | $2.1M | 0.5% |
| 39 | SHVISHARES TR | 18,012 | $2.0M | 0.4% |
| 40 | SSGA ACTIVE TR | 76,205 | $2.0M | 0.4% |
| 41 | EWWISHARES INC | 25,666 | $1.9M | 0.4% |
| 42 | AMZNAMAZON COM INC | 8,052 | $1.9M | 0.4% |
| 43 | XLESELECT SECTOR SPDR TR | 35,374 | $1.9M | 0.4% |
| 44 | VXFVANGUARD INDEX FDS | 7,546 | $1.9M | 0.4% |
| 45 | EFAISHARES TR | 17,732 | $1.8M | 0.4% |
| 46 | EWUISHARES TR | 36,783 | $1.7M | 0.4% |
| 47 | JNKSPDR SERIES TRUST | 17,608 | $1.7M | 0.4% |
| 48 | IYMISHARES TR | 9,214 | $1.7M | 0.4% |
| 49 | SPSMSPDR SERIES TRUST | 27,737 | $1.6M | 0.4% |
| 50 | AOMISHARES TR | 30,901 | $1.5M | 0.3% |
| 51 | SPDR SERIES TRUST | 45,575 | $1.5M | 0.3% |
| 52 | LLYELI LILLY & CO | 1,226 | $1.5M | 0.3% |
| 53 | DYNFBLACKROCK ETF TRUST | 21,159 | $1.4M | 0.3% |
| 54 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,874 | $1.4M | 0.3% |
| 55 | VUGVANGUARD INDEX FDS | 16,648 | $1.4M | 0.3% |
| 56 | SHYISHARES TR | 17,105 | $1.4M | 0.3% |
| 57 | IVWISHARES TR | 9,724 | $1.3M | 0.3% |
| 58 | BIVVANGUARD BD INDEX FDS | 17,405 | $1.3M | 0.3% |
| 59 | BILSPDR SERIES TRUST | 14,406 | $1.3M | 0.3% |
| 60 | IEMGISHARES INC | 15,742 | $1.3M | 0.3% |
| 61 | VMBSVANGUARD SCOTTSDALE FDS | 26,954 | $1.3M | 0.3% |
| 62 | SPMDSPDR SERIES TRUST | 18,516 | $1.3M | 0.3% |
| 63 | JPMORGAN CHASE FINL CO LLC | 42,174 | $1.3M | 0.3% |
| 64 | BLVVANGUARD BD INDEX FDS | 18,134 | $1.2M | 0.3% |
| 65 | GOOGLALPHABET INC | 3,447 | $1.2M | 0.3% |
| 66 | FLRNSPDR SERIES TRUST | 36,154 | $1.1M | 0.3% |
| 67 | IVEISHARES TR | 4,912 | $1.1M | 0.3% |
| 68 | GSYINVESCO ACTIVELY MANAGED EXC | 22,055 | $1.1M | 0.2% |
| 69 | GLDSPDR GOLD TR | 2,910 | $1.1M | 0.2% |
| 70 | JPMJPMORGAN CHASE & CO | 3,205 | $1.0M | 0.2% |
| 71 | AVGOBROADCOM INC | 2,693 | $1.0M | 0.2% |
| 72 | SPTLSPDR SERIES TRUST | 37,011 | $970,799 | 0.2% |
| 73 | GWXSPDR INDEX SHS FDS | 21,653 | $947,535 | 0.2% |
| 74 | IDEVISHARES TR | 10,572 | $941,029 | 0.2% |
| 75 | RSPINVESCO EXCHANGE TRADED FD T | 4,145 | $881,972 | 0.2% |
| 76 | AMDADVANCED MICRO DEVICES INC | 1,448 | $841,158 | 0.2% |
| 77 | IJRISHARES TR | 5,463 | $810,157 | 0.2% |
| 78 | ISHARES TR | 18,344 | $760,922 | 0.2% |
| 79 | BAIBLACKROCK ETF TRUST | 14,282 | $752,947 | 0.2% |
| 80 | JNJJOHNSON & JOHNSON | 2,964 | $752,767 | 0.2% |
| 81 | VEUVANGUARD INTL EQUITY INDEX F | 8,984 | $752,408 | 0.2% |
| 82 | VTIVANGUARD INDEX FDS | 2,022 | $748,242 | 0.2% |
| 83 | GBILGOLDMAN SACHS ETF TR | 7,389 | $740,082 | 0.2% |
| 84 | MBBISHARES TR | 7,640 | $722,133 | 0.2% |
| 85 | SPYMSPDR SERIES TRUST | 8,212 | $721,671 | 0.2% |
| 86 | SYYSYSCO CORP | 8,514 | $711,600 | 0.2% |
| 87 | LRCXLAM RESEARCH CORP | 1,633 | $707,628 | 0.2% |
| 88 | COSTCOSTCO WHOLESALE CORPORATION | 745 | $696,925 | 0.2% |
| 89 | EFGISHARES TR | 5,535 | $688,665 | 0.2% |
| 90 | CLOIVANECK ETF TRUST | 12,861 | $680,990 | 0.2% |
| 91 | SPLBSPDR SERIES TRUST | 30,013 | $672,291 | 0.2% |
| 92 | SPDR SERIES TRUST | 25,122 | $639,104 | 0.1% |
| 93 | ISHARES TR | 8,463 | $639,014 | 0.1% |
| 94 | IJHISHARES TR | 8,057 | $621,295 | 0.1% |
| 95 | MANAGED PORTFOLIO SER | 24,976 | $615,409 | 0.1% |
| 96 | SGOVISHARES TR | 6,113 | $615,357 | 0.1% |
| 97 | QLDPROSHARES TR | 6,227 | $602,525 | 0.1% |
| 98 | KLACKLA CORP | 1,962 | $591,961 | 0.1% |
| 99 | ABBVABBVIE INC | 2,319 | $583,553 | 0.1% |
| 100 | JQUAJ P MORGAN EXCHANGE TRADED F | 7,897 | $570,780 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.