DOSSIER · 13F-HR · Q3 2026

Legacy Wealth Partners, LLC

$462M in tracked AUM across 196 positions as of Q3 2026.

LW
CIK 0002066638 · last filed Sep 30, 2026
Total AUM
$462M
as of Q3 2026
Holdings
196
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Legacy Wealth Partners, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$65M85K14.0%
02
AGG
ISHARES TR
$44M462K9.4%
03
IEFA
ISHARES TR
$25M253K5.3%
04
VOO
VANGUARD INDEX FDS
$16M23K3.5%
05
DIVB
ISHARES TR
$15M233K3.3%
06
QQQ
INVESCO QQQ TR
$13M18K2.9%
07
SPY
STATE STR SPDR S&P 500 ETF T
$13M17K2.7%
08
VB
VANGUARD INDEX FDS
$11M40K2.5%
09
VO
VANGUARD INDEX FDS
$11M143K2.4%
10
SGOV
ISHARES TR
$11M112K2.4%

Filing history

2026Q3Sep 30
$462M▲ 3.8%
196 positionsView →
2026Q2Jun 30
$445M▲ 11.6%
189 positionsView →
2026Q1Mar 31
$399M▲ 3.3%
176 positionsView →
2025Q4Dec 31
$386M—
177 positionsView →