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CIK: 0002066638
Total reported value
$462.0M
$462.0M
189 檔
36.6%
During the Q2 2026 filing period, Legacy Wealth Partners, LLC (CIK: 0002066638) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $462.0M across 189 reported positions.
In Q2 2026, Legacy Wealth Partners, LLC displayed an active expansion posture, initiating 33 new positions and adding to 79 existing holdings, outstripping position reductions.
| # | 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% | +0.09% | +19.78% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.65% | -1.20% | -0.48% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.36% | -0.05% | -9.69% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 4.49% | -3.42% | -21.13% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.57% | -0.08% | +1.26% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.91% | -1.00% | +99.77% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 2.66% | -0.20% | +0.25% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.53% | -0.10% | +308.69% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.49% | -0.10% | +10.07% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.20% | -0.04% | +1.46% | |
| 11 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 2.17% | -2.17% | EXIT | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.03% | +0.71% | +24.78% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.63% | -1.63% | EXIT | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.57% | -0.05% | +2.92% | |
| 15 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.53% | -0.11% | +1.83% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.21% | -0.18% | +2.40% | |
| 17 | XLSR | Ss US Sector Rotation | ETF-Other | 1.15% | +0.17% | +7.32% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | +0.14% | -44.44% | |
| 19 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 1.11% | +0.02% | +1.41% | |
| 20 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.06% | -0.12% | -1.88% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.93% | +0.09% | -6.05% | |
| 22 | UJB | Proshares Ultra High Yield | ETF-High Yield | 0.91% | -0.91% | EXIT | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.84% | +0.04% | +13.63% | |
| 24 | UWM | Proshares Ultra Russell2000 | ETF-Other | 0.84% | -0.84% | EXIT | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.78% | +0.27% | -22.42% | |
| 26 | EET | Proshares Ult Msci Emer Mkts | ETF-Other | 0.78% | -0.54% | +97.86% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.77% | -0.03% | +1.53% | |
| 28 | IDHQ | Invesco S&p International De | ETF-Other | 0.75% | -0.75% | EXIT | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.74% | -0.74% | EXIT | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.70% | -0.02% | +4.44% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.62% | +0.01% | +5.41% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | +0.20% | +11.16% | |
| 33 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 0.51% | -0.46% | +20.53% | |
| 34 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.51% | +1.03% | -59.34% | |
| 35 | VRIG | Invesco Variable Rate Invest | ETF-Other | 0.51% | -0.43% | +785.50% | |
| 36 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.51% | +0.10% | +10.63% | |
| 37 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.51% | -0.51% | EXIT | |
| 38 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.47% | +0.03% | — | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.45% | +0.15% | +22.75% | |
| 40 | FISR | Ss Fi Sector Rotation | ETF-Other | 0.44% | +0.39% | -17.65% | |
| 41 | EWW | Ishares Msci Mexico ETF | ETF-Other | 0.43% | -0.43% | EXIT | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | +0.03% | +22.86% | |
| 43 | XLE | Ss Energy Select Sector | ETF-Other | 0.42% | +0.15% | +17.87% | |
| 44 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.42% | -0.04% | +0.71% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.41% | -0.01% | -1.79% | |
| 46 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.38% | -0.38% | EXIT | |
| 47 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.38% | -0.30% | +153.17% | |
| 48 | IYM | Ishares U.s. Basic Materials | ETF-Other | 0.37% | -0.37% | EXIT | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.36% | -0.02% | -8.13% | |
| 50 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.35% | -0.01% | -0.43% |
| # | 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 |
According to official SEC Form 13F filings, Legacy Wealth Partners, LLC reported a total U.S. public equity portfolio value of $462.0M across 189 disclosed positions in Q2 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 IVV, AGG, IEFA) accounted for 36.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
USHY
市值: $9.6M
Top Position Liquidated / Trimmed
RPV
前期市值: $1.7M
During Q2 2026, Legacy Wealth Partners, LLC's top holdings by market value included IVV (14.0%)、AGG (10.7%)、IEFA (5.4%). The largest single position, IVV, represented 14.0% of total portfolio value.
In Q2 2026, Legacy Wealth Partners, LLC made 191 total portfolio adjustments, initiating 33 new buys, adding to 79 positions, trimming 59 holdings, and fully liquidating 20 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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