What does Legacy Wealth Partners, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Legacy Wealth Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$48M481K12.0%

ISHARES TR

$45M69K11.3%

ISHARES TR

$25M273K6.2%

ISHARES TR

$24M235K5.9%

VANGUARD INDEX FDS

$23M116K5.7%

VANGUARD INDEX FDS

$14M23K3.4%

VANGUARD INDEX FDS

$10M39K2.6%

ISHARES TR

$10M218K2.5%

VANGUARD INDEX FDS

$10M34K2.5%

VANGUARD TAX-MANAGED FDS

$9M135K2.2%

Filing history loading…