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CIK: 0002066638
Total reported value
$445.3M
$445.3M
176 檔
36.9%
As reported in its official Q1 2026 Form 13F filing, Legacy Wealth Partners, LLC's tracked investment portfolio stood at $445.3M with 176 total positions.
Legacy Wealth Partners, LLC executed strategic sector rebalancing during Q1 2026, establishing 26 new positions while fully exiting 27 holdings and trimming 68 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.98% | -1.33% | -4.29% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.35% | +2.61% | -13.15% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.21% | -0.85% | +0.25% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.92% | -5.78% | +2187.06% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 5.72% | -1.23% | +138.59% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.42% | +0.15% | +4.31% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 2.56% | +0.10% | +4.25% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.52% | -0.03% | +493.41% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.46% | +0.07% | +3.05% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.17% | +0.03% | +2.87% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.97% | -0.85% | -6.18% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.70% | -0.13% | +7.52% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.58% | +0.45% | -73.89% | |
| 14 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.55% | -0.02% | -8.91% | |
| 15 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.53% | -1.02% | — | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.35% | +1.56% | +33.71% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.30% | -0.09% | -1.13% | |
| 18 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.19% | -0.13% | +948.77% | |
| 19 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 1.11% | — | -11.04% | |
| 20 | XLSR | Ss US Sector Rotation | ETF-Other | 1.07% | +0.08% | +7.82% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.02% | -0.24% | +5.98% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.97% | -0.04% | +3.11% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.77% | — | +2.80% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.74% | +0.10% | +8.66% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.74% | -0.04% | +9.21% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.72% | +0.91% | +21.47% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.67% | -0.05% | +10.37% | |
| 28 | FISR | Ss Fi Sector Rotation | ETF-Other | 0.60% | -0.16% | +43.70% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | — | -9.57% | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.52% | -0.44% | +159.72% | |
| 31 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.47% | +0.04% | — | |
| 32 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 0.47% | +0.04% | — | |
| 33 | XLE | Ss Energy Select Sector | ETF-Other | 0.46% | -0.04% | — | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.45% | -0.13% | +31.67% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.44% | -0.03% | -0.06% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.44% | -0.20% | -70.93% | |
| 37 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.44% | +0.07% | -11.14% | |
| 38 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 0.42% | -0.42% | EXIT | |
| 39 | COMT | Ishares Gsci Commodity Dynam | ETF-Commodities | 0.42% | -0.42% | EXIT | |
| 40 | GVI | Ishares Intermediate Governm | ETF-Other | 0.41% | -0.41% | EXIT | |
| 41 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.41% | -0.41% | EXIT | |
| 42 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.41% | +0.04% | +11.99% | |
| 43 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.39% | +0.03% | +2.94% | |
| 44 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.38% | -0.27% | -82.40% | |
| 45 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.37% | -0.02% | -6.86% | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.37% | -0.01% | -15.95% | |
| 47 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 0.36% | -0.02% | +45.46% | |
| 48 | UWM | Proshares Ultra Russell2000 | ETF-Other | 0.35% | +0.49% | +4.58% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.09% | -4.34% | |
| 50 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.33% | -0.03% | +9.66% |
According to official SEC Form 13F filings, Legacy Wealth Partners, LLC reported a total U.S. public equity portfolio value of $445.3M across 176 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AGG, IVV, IEFA) accounted for 36.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
PDBC
市值: $6.1M
Top Position Liquidated / Trimmed
USHY
前期市值: $1.9M
During Q1 2026, Legacy Wealth Partners, LLC's top holdings by market value included AGG (12.0%)、IVV (11.3%)、IEFA (6.2%). The largest single position, AGG, represented 12.0% of total portfolio value.
In Q1 2026, Legacy Wealth Partners, LLC made 187 total portfolio adjustments, initiating 26 new buys, adding to 66 positions, trimming 68 holdings, and fully liquidating 27 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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