LW
Legacy Wealth Partners, LLC 13F Disclosure (Q2 2026) — Portfolio & Holdings
Legacy Wealth Partners, LLCCIK: 0002066638
Diversified strategyMomentum followerSector-focused
Total reported value
$445.3M
Reporting period: 2026-06-30 · Number of holdings: 189
Legacy Wealth Partners, LLC disclosed 189 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $445.3M and a quarterly turnover rate of 36.8%.
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Personality snowflake
- Concentration
- 17.57
- Portfolio Stability
- 36.84
- Momentum
- 100
- Sector conviction
- 79.15
- Diversification
- 100
- Sizing Uniformity
- 72.91
Legacy Wealth Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.044 — mathematically equivalent to about 23 equally-sized positions, well below its 189 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.71), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 8% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim SGOV
-97.4% -$23.0M
Add IVV
+19.8% $16.9M
New buy USHY
Add EEM
+99.8% $7.6M
Trim AGG
-0.5% -$366.7K
Trim VTV
-21.1% -$2.8M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.96% | +2.61% | +19.78% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.65% | -1.33% | -0.48% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.36% | -0.85% | -9.69% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 4.49% | -1.23% | -21.13% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.57% | +0.15% | +1.26% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.91% | +1.56% | +99.77% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 2.66% | +0.10% | +0.25% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.53% | +0.07% | +308.69% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.49% | -0.03% | +10.07% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.20% | +0.03% | +1.46% | |
| 11 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 2.17% | +2.17% | NEW | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.03% | +0.45% | +24.78% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.63% | +0.91% | +108.59% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.57% | -0.13% | +2.92% | |
| 15 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.53% | -0.02% | +1.83% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.21% | -0.09% | +2.40% | |
| 17 | XLSR | Ss US Sector Rotation | ETF-Other | 1.15% | +0.08% | +7.32% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | -0.85% | -44.44% | |
| 19 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 1.11% | — | +1.41% | |
| 20 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.06% | -0.13% | -1.88% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.93% | -0.04% | -6.05% | |
| 22 | UJB | Proshares Ultra High Yield | ETF-High Yield | 0.91% | +0.91% | NEW | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.84% | +0.10% | +13.63% | |
| 24 | UWM | Proshares Ultra Russell2000 | ETF-Other | 0.84% | +0.49% | +85.63% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.78% | -0.24% | -22.42% | |
| 26 | EET | Proshares Ult Msci Emer Mkts | ETF-Other | 0.78% | +0.47% | +97.86% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.77% | — | +1.53% | |
| 28 | IDHQ | Invesco S&p International De | ETF-Other | 0.75% | +0.75% | NEW | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.74% | +0.74% | NEW | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.70% | -0.04% | +4.44% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.62% | -0.05% | +5.41% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | — | +11.16% | |
| 33 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 0.51% | +0.04% | +20.53% | |
| 34 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.51% | -1.02% | -59.34% | |
| 35 | VRIG | Invesco Variable Rate Invest | ETF-Other | 0.51% | +0.45% | +785.50% | |
| 36 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.51% | +0.04% | +10.63% | |
| 37 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.51% | +0.07% | +4.67% | |
| 38 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.47% | +0.47% | NEW | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.45% | +0.04% | +22.75% | |
| 40 | FISR | Ss Fi Sector Rotation | ETF-Other | 0.44% | -0.16% | -17.65% | |
| 41 | EWW | Ishares Msci Mexico ETF | ETF-Other | 0.43% | +0.43% | NEW | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | +0.09% | +22.86% | |
| 43 | XLE | Ss Energy Select Sector | ETF-Other | 0.42% | -0.04% | +17.87% | |
| 44 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.42% | +0.03% | +0.71% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.41% | -0.03% | -1.79% | |
| 46 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.38% | +0.38% | NEW | |
| 47 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.38% | +0.21% | +153.17% | |
| 48 | IYM | Ishares U.s. Basic Materials | ETF-Other | 0.37% | +0.37% | NEW | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.36% | -0.01% | -8.13% | |
| 50 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.35% | -0.02% | -0.43% |
1–50 of 189
Portfolio Performance
Performance for Q3 2026
+2%
Performance Last 4 Quarters
+7%
- Stdev
- +13.6%
- Beta
- +0.72
- Alpha
- -3.3%
- Max Drawdown
- -0.3%
- Annualized Perf
- +14.5%
- Batting Avg vs S&P
- +33.3%
- Sortino
- +2.07
- Stutzer
- +0.33
- Treynor
- +0.2
- Sterling
- —
- Calmar
- +55.47
- Information Ratio
- -1.77
- Tracking Error
- +5.8%
- Stdev Down
- +7%
- Winning Months %
- +50%
- Losing Months %
- +50%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.4
- Sharpe
- +1.06
- Stdev Sectors
- +13%
- Skewness
- -0.18
- Kurtosis
- -0.63
- Upside Potential
- +3.56
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Legacy Wealth Partners, LLC's most significant position changes for 2026-06-30: New buy: Ishares Broad Usd High Yield (USHY); New buy: Proshares Ultra High Yield (UJB); New buy: Invesco S&p International De (IDHQ); New buy: Ishares Tips Bond ETF (TIP); New buy: Ishares Global Healthcare Et (IXJ).
Showing top 200 changes by size (of 209 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.6% | +19.78% | Add |
| 2 | USHY | Ishares Broad Usd High Yield | +2.2% | NEW | New buy |
| 3 | EEM | Ishares Msci Emerging Market | +1.6% | +99.77% | Add |
| 4 | IWM | Ishares Russell 2000 ETF | +0.9% | +108.59% | Add |
| 5 | UJB | Proshares Ultra High Yield | +0.9% | NEW | New buy |
| 6 | IDHQ | Invesco S&p International De | +0.8% | NEW | New buy |
| 7 | TIP | Ishares Tips Bond ETF | +0.7% | NEW | New buy |
| 8 | UWM | Proshares Ultra Russell2000 | +0.5% | +85.63% | Add |
| 9 | EET | Proshares Ult Msci Emer Mkts | +0.5% | +97.86% | Add |
| 10 | IXJ | Ishares Global Healthcare Et | +0.5% | NEW | New buy |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +24.78% | Add |
| 12 | VRIG | Invesco Variable Rate Invest | +0.5% | +785.50% | Add |
| 13 | EWW | Ishares Msci Mexico ETF | +0.4% | NEW | New buy |
| 14 | EWU | Ishares Msci United Kingdom | +0.4% | NEW | New buy |
| 15 | IYM | Ishares U.s. Basic Materials | +0.4% | NEW | New buy |
| 16 | VYLD | Inverse Vix St Futur Etn | +0.3% | NEW | New buy |
| 17 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.3% | NEW | New buy |
| 18 | JNK | Ss Spdr Bb High Yield Bond | +0.2% | +153.17% | Add |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +283.14% | Add |
| 20 | RSP | Invesco S&p 500 Equal Weight | +0.2% | NEW | New buy |
| 21 | VOO | Vanguard S&p 500 ETF | +0.2% | +1.26% | Add |
| 22 | CLOI | Vaneck Clo ETF | +0.2% | NEW | New buy |
| 23 | QLD | Proshares Ultra Qqq | +0.1% | NEW | New buy |
| 24 | AMD | Advanced Micro Devices | +0.1% | -7.24% | Trim |
| 25 | VB | Vanguard Small-cap ETF | +0.1% | +0.25% | Add |
| 26 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +13.63% | Add |
| 27 | AMZN | Amazon.com Inc | +0.1% | +22.86% | Add |
| 28 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 29 | XLSR | Ss US Sector Rotation | +0.1% | +7.32% | Add |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +103.37% | Add |
| 31 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 32 | CORO | Ish Intl Ctry Rot Act ETF | +0.1% | NEW | New buy |
| 33 | IALT | Ishrs Sys Alt Act ETF | +0.1% | NEW | New buy |
| 34 | VO | Vanguard Mid-cap ETF | +0.1% | +308.69% | Add |
| 35 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +4.67% | Add |
| 36 | GSY | Invesco Ultra Short Duration | +0.1% | +58.26% | Add |
| 37 | LRCX | Lam Research CORP | +0.1% | -3.43% | Trim |
| 38 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 39 | LVHI | Franklin International Low V | +0.1% | NEW | New buy |
| 40 | GGOV | Ishares Global Gb Usd Ha ETF | +0.1% | NEW | New buy |
| 41 | ASHR | Xtrackers Harvest Csi 300 Ch | +0.1% | NEW | New buy |
| 42 | ARKK | Ark Innovation ETF | +0.1% | NEW | New buy |
| 43 | IOO | Ishares Global 100 ETF | +0.1% | NEW | New buy |
| 44 | PWR | Quanta Services Inc | +0.1% | NEW | New buy |
| 45 | ✓ | +0.1% | NEW | New buy | |
| 46 | LMUB | Ishares Lt National Muni Bd | +0.1% | NEW | New buy |
| 47 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +14.63% | Add |
| 48 | LLY | Eli Lilly & Co | +0.1% | +0.16% | Add |
| 49 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +9.03% | Add |
| 50 | KLAC | Kla CORP | +0.1% | +834.29% | Add |
1–50 of 200
Filing History
FAQ
What is Legacy Wealth Partners, LLC and what type of investor is it?
Legacy Wealth Partners, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $445.3M, spread across 189 disclosed positions.
What are Legacy Wealth Partners, LLC's largest equity positions?
Based on the latest 13F filing, Legacy Wealth Partners, LLC's top holdings by market value are:
1. Ishares Core S&p 500 ETF (IVV) — $62.2M (14.0%)
2. Ishares Core U.s. Aggregate (AGG) — $47.4M (10.7%)
3. Ishares Core Msci Eafe ETF (IEFA) — $23.9M (5.4%)
4. Vanguard Value ETF (VTV) — $20.0M (4.5%)
5. Vanguard S&p 500 ETF (VOO) — $15.9M (3.6%)
What changes did Legacy Wealth Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Legacy Wealth Partners, LLC made 191 notable position adjustments: 33 new positions were initiated, 79 existing holdings were added to, 59 positions were partially reduced, and 20 were completely exited. The largest of these moves: New buy: Ishares Broad Usd High Yield (USHY); New buy: Proshares Ultra High Yield (UJB); New buy: Invesco S&p International De (IDHQ); New buy: Ishares Tips Bond ETF (TIP); New buy: Ishares Global Healthcare Et (IXJ)
What sectors does Legacy Wealth Partners, LLC focus on?
Legacy Wealth Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 47.0%
• Industrials: 10.7%
• Health Care: 9.1%
• Financials: 8.7%
• Consumer Discretionary: 8.3%
• Consumer Staples: 6.6%
Investment Profile
Legacy Wealth Partners, LLC returned an annualized 14.5% over the trailing 6 months — underperforming the S&P 500 by 3.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.72 (less volatile than the market) and a 33% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 47.0% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 37 over the past 2 quarters — a shift toward more active trading.
It has added to its IUSB position over the past two quarters (+$9.4M, now $11.1M), while trimming SSO over the same stretch (-$9.2M, still holding $471.6K).
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Developer Access
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