Legacy Wealth Partners, LLC

Est. AUM

$398.9M

13F long equity, this entity only

Positions

176

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE US AGGBD ET	$47.8M	481289	11.98%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$45.3M	69296	11.35%	SOLE
3	ISHARES TR	CORE MSCI EAFE	$24.8M	273493	6.21%	SOLE
4	ISHARES TR	0-3 MNTH TREASRY	$23.6M	234767	5.92%	SOLE
5	VANGUARD INDEX FDS	VALUE ETF	$22.8M	116322	5.72%	SOLE
6	VANGUARD INDEX FDS	S&P 500 ETF SHS	$13.6M	22839	3.42%	SOLE
7	VANGUARD INDEX FDS	SMALL CP ETF	$10.2M	39004	2.56%	SOLE
8	ISHARES TR	CORE UNIVRSL USD	$10.1M	218024	2.52%	SOLE
9	VANGUARD INDEX FDS	MID CAP ETF	$9.8M	34178	2.46%	SOLE
10	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.7M	135254	2.17%	SOLE
11	NVIDIA CORPORATION	COM	$7.8M	44985	1.97%	SOLE
12	ISHARES TR	IBOXX HI YD ETF	$6.8M	85029	1.70%	SOLE
13	STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.3M	9685	1.58%	SOLE
14	ISHARES TR	CORE 60/40 BALAN	$6.2M	96261	1.55%	SOLE
15	INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$6.1M	353500	1.53%	SOLE
16	ISHARES TR	MSCI EMG MKT ETF	$5.4M	94911	1.35%	SOLE
17	VANGUARD MUN BD FDS	TAX EXEMPT BD	$5.2M	104005	1.30%	SOLE
18	ISHARES TR	CORE INTL AGGR	$4.8M	95019	1.19%	SOLE
19	ISHARES TR	CORE 80/20 AGGRE	$4.4M	50120	1.11%	SOLE
20	SSGA ACTIVE TR	STATE STREET US	$4.3M	73754	1.07%	SOLE
21	SPDR INDEX SHS FDS	STATE STREET SPD	$4.0M	88729	1.02%	SOLE
22	APPLE INC	COM	$3.9M	15209	0.97%	SOLE
23	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.1M	56620	0.77%	SOLE
24	SPDR INDEX SHS FDS	STATE STREET SPD	$3.0M	63295	0.74%	SOLE
25	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$3.0M	61403	0.74%	SOLE
26	ISHARES TR	RUSSELL 2000 ETF	$2.9M	11568	0.72%	SOLE
27	VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.7M	33879	0.67%	SOLE
28	SSGA ACTIVE TR	STATE STREET FIX	$2.4M	92538	0.60%	SOLE
29	MICROSOFT CORP	COM	$2.2M	5943	0.55%	SOLE
30	ISHARES TR	7-10 YR TRSY BD	$2.1M	21624	0.52%	SOLE
31	WISDOMTREE TR	JAPN HEDGE EQT	$1.9M	11810	0.47%	SOLE
32	WISDOMTREE TR	BLMBG US BULL	$1.9M	71083	0.47%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET ENE	$1.8M	30012	0.46%	SOLE
34	ISHARES TR	1 3 YR TREAS BD	$1.8M	21696	0.45%	SOLE
35	ISHARES TR	MSCI EAFE ETF	$1.8M	18056	0.44%	SOLE
36	SPDR GOLD TR	GOLD SHS	$1.7M	4043	0.44%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	13595	0.44%	SOLE
38	INVESCO EXCHANGE TRADED FD T	S&P500 PUR VAL	$1.7M	15650	0.42%	SOLE
39	ISHARES U S ETF TR	GSCI CMDTY STGY	$1.7M	49268	0.42%	SOLE
40	SPDR INDEX SHS FDS	STATE STREET SPD	$1.6M	24793	0.41%	SOLE
41	ISHARES TR	INTRM GOV CR ETF	$1.6M	15368	0.41%	SOLE
42	ISHARES TR	TRUST ISHARE 0-1	$1.6M	14674	0.41%	SOLE
43	VANGUARD INDEX FDS	EXTEND MKT ETF	$1.5M	7493	0.39%	SOLE
44	PROSHARES TR	PSHS ULT S&P 500	$1.5M	29370	0.38%	SOLE
45	ISHARES TR	CORE 40/60 MODER	$1.5M	31035	0.37%	SOLE
46	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	30191	0.37%	SOLE
47	SPDR SERIES TRUST	STATE STRET SPDR	$1.4M	41034	0.36%	SOLE
48	PROSHARES TR	PSHS ULTRUSS2000	$1.4M	29802	0.35%	SOLE
49	AMAZON COM INC	COM	$1.4M	6554	0.34%	SOLE
50	VANGUARD BD INDEX FDS	INTERMED TERM	$1.3M	17116	0.33%	SOLE

1–50 of 176

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.