DOSSIER · 13F-HR · Q2 2026

Legacy Wealth Partners, LLC

$445M in tracked AUM across 189 positions as of Q2 2026.

LW
CIK 0002066638 · last filed Jun 30, 2026
Total AUM
$445M
as of Q2 2026
Holdings
189
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Legacy Wealth Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$62M83K14.0%
02
AGG
ISHARES TR
$47M479K10.6%
03
IEFA
ISHARES TR
$24M247K5.4%
04
VTV
VANGUARD INDEX FDS
$20M92K4.5%
05
VOO
VANGUARD INDEX FDS
$16M23K3.6%
06
EEM
ISHARES TR
$13M190K2.9%
07
VB
VANGUARD INDEX FDS
$12M39K2.7%
08
VO
VANGUARD INDEX FDS
$11M140K2.5%
09
IUSB
ISHARES TR
$11M240K2.5%
10
VEA
VANGUARD TAX-MANAGED FDS
$10M137K2.2%

Filing history

2026Q2Jun 30
$445M 11.6%
189 positionsView →
2026Q1Mar 31
$399M 3.3%
176 positionsView →
2025Q4Dec 31
$386M
177 positionsView →