Legacy Wealth Partners, LLC
CIK 2066638 · View on SEC EDGAR ↗
- Portfolio value
- $445.3M
- Positions
- 189
- As of
- June 30, 2026
#4,090 of 9,443 by 13F value · top 43.3%
Portfolio value QoQ: +11.6% 13F does not disclose cash
- Top 10 holdings weight
- 50.81%
- Top 25 holdings weight
- 69.68%
- Positions above 1%
- 20
- Effective number of positions
- 22.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 14.41% Est. buys $86,041,544 · sells $60,823,233
- New positions
- 33
- Increased
- 81
- Decreased
- 64
- Closed
- 20
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
3.8%
Retail
0.9%
Industrials
0.9%
Healthcare
0.7%
Financials
0.6%
Communication Services
0.5%
Energy
0.2%
Financial Services
0.2%
Consumer Staples
0.1%
Communications
0.1%
Utilities
0.1%
Consumer Discretionary
0.1%
Telecommunication
0.0%
Other/Unmapped
91.9%
Full portfolio 189 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $62,160,666 | 13.96% | 83,004 | $16,895,953 | Up ×1 | ||
| AGG | $47,410,830 | 10.65% | 478,994 | $-366,692 | Down ×2 | ||
| IEFA | $23,853,786 | 5.36% | 246,985 | $-905,525 | Down ×1 | ||
| VTV | $19,993,486 | 4.49% | 91,743 | $-2,828,984 | Down ×1 | ||
| VOO | $15,883,187 | 3.57% | 23,126 | $2,235,895 | Up ×2 | ||
| EEM | $12,971,100 | 2.91% | 189,608 | $7,581,078 | Up ×2 | ||
| VB | $11,852,999 | 2.66% | 39,103 | $1,636,955 | Up ×2 | ||
| VO | $11,254,085 | 2.53% | 139,681 | $1,438,781 | Up ×2 | ||
| IUSB iShares Core Universal USD Bond ETF | $11,074,586 | 2.49% | 239,969 | $1,004,053 | Up ×2 | ||
| VEA | $9,777,903 | 2.20% | 137,234 | $1,110,810 | Up ×2 | ||
| USHY | $9,643,377 | 2.17% | 260,491 | ||||
| SPY SPY | $9,024,423 | 2.03% | 12,085 | $2,726,125 | Up ×1 | ||
| IWM | $7,249,791 | 1.63% | 24,130 | $4,380,842 | Up ×2 | ||
| HYG | $6,998,655 | 1.57% | 87,516 | $233,748 | Up ×2 | ||
| AOR | $6,812,282 | 1.53% | 98,018 | $617,882 | Up ×1 | ||
| VTEB | $5,386,770 | 1.21% | 106,500 | $197,961 | Up ×1 | ||
| XLSR | $5,133,669 | 1.15% | 79,150 | $875,113 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $5,000,812 | 1.12% | 24,993 | $-2,844,625 | Down ×2 | ||
| AOA | $4,960,509 | 1.11% | 50,825 | $525,350 | Up ×1 | ||
| IAGG | $4,717,489 | 1.06% | 93,231 | $-37,262 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $4,134,715 | 0.93% | 14,289 | $274,750 | Down ×1 | ||
| UJB | $4,043,383 | 0.91% | 51,504 | Up ×1 | |||
| SPEM | $3,723,966 | 0.84% | 71,919 | $754,798 | Up ×2 | ||
| UWM | $3,719,231 | 0.84% | 55,321 | $2,328,372 | Up ×2 | ||
| SPDW | $3,468,545 | 0.78% | 68,834 | $-581,934 | Down ×1 | ||
| EET | $3,452,675 | 0.78% | 29,367 | $2,209,509 | Up ×2 | ||
| VWO | $3,431,328 | 0.77% | 57,486 | $370,998 | Up ×2 | ||
| IDHQ | $3,332,609 | 0.75% | 4,526 | Up ×1 | |||
| TIP | $3,272,723 | 0.74% | 29,907 | Up ×1 | |||
| BNDX Vanguard Total International Bond ETF | $3,105,767 | 0.70% | 64,129 | $155,353 | Up ×2 | ||
| BSV | $2,782,400 | 0.62% | 35,713 | $125,948 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2,464,180 | 0.55% | 6,606 | $264,436 | Up ×1 | ||
| USDU | $2,291,860 | 0.51% | 85,677 | $420,245 | Up ×1 | ||
| PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $2,282,258 | 0.51% | 143,719 | $-3,840,362 | Down ×1 | ||
| VRIG Invesco Variable Rate Investment Grade ETF | $2,272,997 | 0.51% | 90,666 | $2,016,664 | Up ×1 | ||
| DXJ | $2,267,104 | 0.51% | 13,065 | $394,274 | Up ×1 | ||
| XBI XBI | $2,251,898 | 0.51% | 14,230 | $515,409 | Up ×1 | ||
| IXJ | $2,102,085 | 0.47% | 21,367 | Up ×1 | |||
| SHV iShares 0-1 Year Treasury Bond ETF | $1,987,624 | 0.45% | 18,012 | $367,761 | Up ×2 | ||
| FISR | $1,954,658 | 0.44% | 76,205 | $-425,419 | Down ×1 | ||
| EWW | $1,931,880 | 0.43% | 25,666 | Up ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1,919,114 | 0.43% | 8,052 | $554,112 | Up ×1 | ||
| XLE XLE | $1,878,713 | 0.42% | 35,374 | $40,178 | Up ×1 | ||
| VXF | $1,857,901 | 0.42% | 7,546 | $315,842 | Up ×2 | ||
| EFA | $1,841,948 | 0.41% | 17,732 | $88,217 | Down ×2 | ||
| EWU | $1,697,168 | 0.38% | 36,783 | Up ×1 | |||
| JNK | $1,696,883 | 0.38% | 17,608 | $1,031,150 | Up ×2 | ||
| IYM | $1,654,189 | 0.37% | 9,214 | Up ×1 | |||
| SPSM | $1,599,593 | 0.36% | 27,737 | $140,764 | Down ×2 | ||
| AOM | $1,541,648 | 0.35% | 30,901 | $71,499 | Down ×2 | ||
| CERY | $1,523,572 | 0.34% | 45,575 | $77,534 | Up ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1,470,501 | 0.33% | 1,226 | $344,703 | Up ×1 | ||
| DYNF | $1,439,024 | 0.32% | 21,159 | $365,138 | Up ×1 | ||
| BRKB | $1,438,121 | 0.32% | 2,874 | $277,499 | Up ×2 | ||
| VUG | $1,434,031 | 0.32% | 16,648 | $275,886 | Up ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $1,404,524 | 0.32% | 17,105 | $-386,879 | Down ×1 | ||
| IVW | $1,337,342 | 0.30% | 9,724 | $328,514 | Up ×1 | ||
| BIV | $1,334,925 | 0.30% | 17,405 | $13,911 | Up ×2 | ||
| BIL | $1,320,166 | 0.30% | 14,406 | $975,600 | Up ×1 | ||
| IEMG | $1,304,075 | 0.29% | 15,742 | $24,211 | Down ×1 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $1,261,717 | 0.28% | 26,954 | $10,593 | Up ×2 | ||
| SPMD | $1,250,941 | 0.28% | 18,516 | $239,641 | Up ×2 | ||
| VYLD | $1,250,619 | 0.28% | 42,174 | ||||
| BLV | $1,249,977 | 0.28% | 18,134 | $41,856 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,231,854 | 0.28% | 3,447 | $273,992 | Up ×1 | ||
| FLRN | $1,115,351 | 0.25% | 36,154 | Up ×1 | |||
| IVE | $1,115,319 | 0.25% | 4,912 | $-96,682 | Down ×2 | ||
| GSY | $1,106,058 | 0.25% | 22,055 | $407,586 | Up ×1 | ||
| GLD | $1,071,986 | 0.24% | 2,910 | $-667,676 | Down ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,049,093 | 0.24% | 3,205 | $122,489 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $1,017,183 | 0.23% | 2,693 | $54,606 | Down ×2 | ||
| SPTL | $970,799 | 0.22% | 37,011 | $275,085 | Up ×1 | ||
| GWX | $947,535 | 0.21% | 21,653 | $105,891 | Up ×2 | ||
| IDEV | $941,029 | 0.21% | 10,572 | $65,289 | Up ×1 | ||
| RSP | $881,972 | 0.20% | 4,145 | ||||
| AMD Advanced Micro Devices, Inc. - Common Stock | $841,158 | 0.19% | 1,448 | $523,604 | Down ×1 | ||
| IJR | $810,157 | 0.18% | 5,463 | $102,429 | Down ×2 | ||
| AOK | $760,922 | 0.17% | 18,344 | $55,662 | Up ×1 | ||
| BAI | $752,947 | 0.17% | 14,282 | $270,394 | Down ×1 | ||
| JNJ Johnson & Johnson Common Stock | $752,767 | 0.17% | 2,964 | $26,047 | Down ×1 | ||
| VEU | $752,408 | 0.17% | 8,984 | $70,353 | Down ×2 | ||
| VTI | $748,242 | 0.17% | 2,022 | $194,741 | Up ×1 | ||
| GBIL | $740,082 | 0.17% | 7,389 | $980 | Up ×1 | ||
| MBB iShares MBS ETF | $722,133 | 0.16% | 7,640 | $42,766 | Up ×1 | ||
| SPYM | $721,671 | 0.16% | 8,212 | $412,602 | Up ×2 | ||
| SYY Sysco Corporation Common Stock | $711,600 | 0.16% | 8,514 | $227,483 | Up ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $707,628 | 0.16% | 1,633 | $346,329 | Down ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $696,925 | 0.16% | 745 | $-68,333 | Down ×2 | ||
| EFG | $688,665 | 0.15% | 5,535 | $167,788 | Up ×1 | ||
| CLOI | $680,990 | 0.15% | 12,861 | Up ×1 | |||
| SPLB | $672,291 | 0.15% | 30,013 | $95,371 | Up ×1 | ||
| EMHC | $639,104 | 0.14% | 25,122 | $32,670 | Up ×2 | ||
| ISCB | $639,014 | 0.14% | 8,463 | $77,530 | Down ×1 | ||
| IJH | $621,295 | 0.14% | 8,057 | $77,389 | Up ×1 | ||
| KAMO | $615,409 | 0.14% | 24,976 | $51,644 | Up ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $615,357 | 0.14% | 6,113 | $-23,016,281 | Down ×1 | ||
| QLD | $602,525 | 0.14% | 6,227 | ||||
| KLAC KLA Corporation - Common Stock | $591,961 | 0.13% | 1,962 | $282,739 | Up ×2 | ||
| ABBV AbbVie Inc. Common Stock | $583,553 | 0.13% | 2,319 | $18,079 | Down ×1 | ||
| JQUA | $570,780 | 0.13% | 7,897 | $86,413 | Down ×2 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| USHY | $9,643,377 | 260,491 | 2.17% |
| UJB | $4,043,383 | 51,504 | 0.91% |
| IDHQ | $3,332,609 | 4,526 | 0.75% |
| TIP | $3,272,723 | 29,907 | 0.74% |
| IXJ | $2,102,085 | 21,367 | 0.47% |
| EWW | $1,931,880 | 25,666 | 0.43% |
| EWU | $1,697,168 | 36,783 | 0.38% |
| IYM | $1,654,189 | 9,214 | 0.37% |
| VYLD | $1,250,619 | 42,174 | 0.28% |
| FLRN | $1,115,351 | 36,154 | 0.25% |
| RSP | $881,972 | 4,145 | 0.20% |
| CLOI | $680,990 | 12,861 | 0.15% |
| QLD | $602,525 | 6,227 | 0.14% |
| INTC | $403,810 | 2,892 | 0.09% |
| MU | $377,453 | 327 | 0.08% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Bought more | +14K | +$16.9M |
| EEM | Bought more | +95K | +$7.6M |
| IWM | Bought more | +13K | +$4.4M |
| PDBC | Trimmed | -210K | -$3.8M |
| NVDA | Trimmed | -20K | -$2.8M |
| VTV | Trimmed | -25K | -$2.8M |
| SPY | Bought more | +2K | +$2.7M |
| UWM | Bought more | +26K | +$2.3M |
| VOO | Bought more | +287 | +$2.2M |
| EET | Bought more | +15K | +$2.2M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| USHY | March 31, 2026 | 50,726 | $1,896,899 | No longer tracked |
| LVHI | March 31, 2026 | 47,025 | $1,731,463 | No longer tracked |
| RPV | June 30, 2026 | 15,650 | $1,680,654 | No longer tracked |
| COMT | June 30, 2026 | 49,268 | $1,665,751 | |
| GVI | June 30, 2026 | 15,368 | $1,639,458 | No longer tracked |
| EWX | June 30, 2026 | 24,793 | $1,639,313 | No longer tracked |
| STIP | March 31, 2026 | 15,512 | $1,588,278 | No longer tracked |
| AMLP | March 31, 2026 | 33,359 | $1,568,538 | No longer tracked |
| RSP | March 31, 2026 | 8,112 | $1,553,851 | No longer tracked |
| XLI | March 31, 2026 | 9,658 | $1,498,148 | No longer tracked |
| NANR | March 31, 2026 | 21,920 | $1,486,830 | No longer tracked |
| QQQ | June 30, 2026 | 1,986 | $1,146,260 | |
| TSLA | March 31, 2026 | 2,348 | $1,055,942 | -7.1% |
| QQQM | March 31, 2026 | 3,884 | $982,363 | |
| LDUR | June 30, 2026 | 9,505 | $910,769 | No longer tracked |
| AVSF | June 30, 2026 | 19,437 | $909,652 | No longer tracked |
| OEF | March 31, 2026 | 2,444 | $838,219 | No longer tracked |
| VONG | March 31, 2026 | 5,557 | $676,565 | |
| VYLD | March 31, 2026 | 20,277 | $573,738 | No longer tracked |
| EPD | June 30, 2026 | 15,096 | $571,233 | 4.4% |
| QUAL | June 30, 2026 | 2,742 | $525,943 | No longer tracked |
| LST | June 30, 2026 | 12,258 | $495,836 | No longer tracked |
| SPYG | March 31, 2026 | 3,142 | $335,251 | No longer tracked |
| SONY | March 31, 2026 | 12,325 | $315,520 | 14.0% |
| BINC | June 30, 2026 | 5,816 | $302,025 | No longer tracked |
| UGL | June 30, 2026 | 4,662 | $286,527 | No longer tracked |
| IAU | June 30, 2026 | 3,196 | $281,759 | No longer tracked |
| QLD | March 31, 2026 | 3,936 | $277,134 | No longer tracked |
| EMB | March 31, 2026 | 2,540 | $244,551 | |
| ORCL | March 31, 2026 | 1,252 | $243,994 | -3.1% |
| ABT | March 31, 2026 | 1,891 | $236,924 | 11.9% |
| FDX | June 30, 2026 | 651 | $231,998 | 4.0% |
| BAC | March 31, 2026 | 4,168 | $229,240 | 29.0% |
| COF | March 31, 2026 | 929 | $225,154 | 17.1% |
| HCA | June 30, 2026 | 475 | $224,789 | 5.3% |
| ITA | March 31, 2026 | 1,023 | $219,628 | No longer tracked |
| IYF | June 30, 2026 | 1,855 | $218,259 | No longer tracked |
| PEP | June 30, 2026 | 1,397 | $216,940 | 5.0% |
| USB | March 31, 2026 | 3,997 | $213,294 | 20.3% |
| OTIS | March 31, 2026 | 2,359 | $206,059 | -7.0% |
| IEI | March 31, 2026 | 1,720 | $205,281 | |
| PFE | June 30, 2026 | 7,281 | $204,440 | 15.6% |
| SUB | March 31, 2026 | 1,916 | $204,425 | No longer tracked |
| INTU | March 31, 2026 | 307 | $203,363 | -16.3% |
| TMO | March 31, 2026 | 348 | $201,649 | 26.1% |
| TALK | June 30, 2026 | 15,527 | $80,352 | 1.0% |
| TNYA | June 30, 2026 | 14,084 | $9,752 | -2.8% |