Q3 2026 13F · SEC CIK 2066638

Legacy Wealth Partners, LLC

Wealth managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $462.0M
Reported positions: 196
Holdings vs S&P 500, 3 yrs: —
Assets under management: $646.0M

Legacy Wealth Partners, LLC is a wealth manager that reported 196 positions worth $462.0M in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Ishares Tr (IVV, 14.0%), Ishares Tr (AGG, 9.4%), Ishares Tr (IEFA, 5.3%).

Legacy Wealth Partners, LLC holdings largest 50 of 196 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Legacy Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	14.0%	14.0%	84,745	+2.1%	$64.9M
AGGIshares Tr	9.4%	10.6%	461,720	-3.6%	$43.7M
IEFAIshares Tr	5.3%	5.4%	253,290	+2.6%	$24.5M
VOOVanguard Index Fds	3.5%	3.6%	23,024	-0.4%	$16.1M
DIVBIshares Tr	3.3%	—	233,415	—	$15.1M
QQQInvesco Qqq Tr	2.9%	—	17,856	—	$13.2M
SPYState Str Spdr S&p 500 ETF T	2.7%	2.0%	16,606	+37.4%	$12.7M
VBVanguard Index Fds	2.5%	2.7%	39,981	+2.2%	$11.4M
VOVanguard Index Fds	2.4%	2.5%	143,243	+2.6%	$11.2M
SGOVIshares Tr	2.4%	—	111,524	—	$11.2M
IUSBIshares Tr	2.4%	2.5%	250,124	+4.2%	$11.0M
VEAVanguard Ftse Developed Markets Index Fu	2.2%	2.2%	141,334	+3.0%	$10.0M
EEMIshares Tr	1.9%	2.9%	132,207	-30.3%	$8.8M
PDBCInvesco Actvely Mngd Etc Fd	1.5%	0.5%	368,183	+156.2%	$7.1M
HYGIshares Tr	1.5%	1.6%	91,074	+4.1%	$7.0M
AORIshares Tr	1.4%	1.5%	95,689	-2.4%	$6.6M
XLSRSsga Active Tr	1.3%	1.2%	92,011	+16.2%	$6.1M
NVDANvidia Corporation	1.3%	1.1%	25,442	+1.8%	$5.8M
AOAIshares Tr	1.1%	1.1%	53,501	+5.3%	$5.2M
QLDProshares Tr	1.1%	—	51,512	—	$4.9M
VTVVanguard Index Fds	1.1%	4.5%	22,801	-75.1%	$4.9M
SPDWSpdr Index Shs Fds	1.0%	0.8%	96,383	+40.0%	$4.8M
VTEBVanguard Mun Bd Fds	1.0%	1.2%	100,586	-5.6%	$4.8M
AAPLApple Inc	1.0%	0.9%	14,206	-0.6%	$4.7M
IAGGIshares Tr	0.9%	1.1%	88,390	-5.2%	$4.3M
SPEMSpdr Index Shs Fds	0.9%	0.8%	78,515	+9.2%	$4.1M
FISRSsga Active Tr	0.8%	0.4%	156,575	+105.5%	$3.8M
MSFTMicrosoft Corp	0.7%	0.6%	6,738	+2.0%	$3.5M
VWOVanguard Intl Equity Index F	0.7%	0.8%	57,775	+0.5%	$3.4M
BNDXVanguard Charlotte Fds	0.7%	0.7%	66,804	+4.2%	$3.1M
BSVVanguard Bd Index Fds	0.6%	0.6%	37,917	+6.2%	$2.9M
DXJWisdomtree Tr	0.6%	0.5%	15,721	+20.3%	$2.8M
SHVIshares Tr	0.6%	0.4%	24,940	+38.5%	$2.8M
PDBAInvesco Actvely Mngd Etc Fd	0.6%	—	72,086	—	$2.7M
HDVIshares Tr	0.6%	—	96,107	—	$2.7M
XLESelect Sector Spdr Tr	0.6%	0.4%	42,731	+20.8%	$2.6M
ILFIshares S & P Latin America 40 Index Fun	0.6%	—	75,140	—	$2.6M
IEIIshares Tr	0.5%	—	22,028	—	$2.5M
AGZIshares Tr	0.5%	—	23,167	—	$2.5M
IXJIshares Tr	0.5%	0.5%	22,761	+6.5%	$2.3M
SSOProshares Tr	0.5%	—	33,400	—	$2.3M
QQQMInvesco Exch Traded Fd Tr II	0.5%	—	7,525	—	$2.3M
IJJIshares Tr	0.5%	—	16,115	—	$2.2M
AMZNAmazon Com Inc	0.5%	0.4%	8,505	+5.6%	$2.1M
EFAIshares Tr	0.4%	0.4%	17,702	-0.2%	$1.8M
VXFVanguard Index Fds	0.4%	0.4%	7,485	-0.8%	$1.7M
BRK-BBerkshire Hathaway Inc Del	0.3%	—	3,233	—	$1.6M
SPSMSpdr Series Trust	0.3%	0.4%	29,774	+7.3%	$1.6M
CERYSpdr Series Trust	0.3%	—	39,772	—	$1.6M
AOMIshares Tr	0.3%	0.3%	31,757	+2.8%	$1.5M

What Legacy Wealth Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$462.0M	196
Q2 2026	$445.3M	189
Q1 2026	$398.9M	176
Q4 2025	$386.3M	177

Questions about Legacy Wealth Partners, LLC's portfolio

What stocks does Legacy Wealth Partners, LLC own?

Legacy Wealth Partners, LLC's latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 196 positions worth $462.0M. The largest are Ishares Tr (IVV) at 14.0%, Ishares Tr (AGG) at 9.4%, Ishares Tr (IEFA) at 5.3%, Vanguard Index Fds (VOO) at 3.5% and Ishares Tr (DIVB) at 3.3%.

What did Legacy Wealth Partners, LLC buy last quarter?

In Q3 2026, Legacy Wealth Partners, LLC added Invesco Actvely Mngd Etc Fd (PDBC) (+156.2% shares), Ssga Active Tr (FISR) (+105.5% shares) and Spdr Index Shs Fds (SPDW) (+40.0% shares), compared with its Q2 2026 filing.

What did Legacy Wealth Partners, LLC sell last quarter?

In Q3 2026, Legacy Wealth Partners, LLC cut from its top 50 iShares Broad USD High Yield Corporate B (USHY), cut from its top 50 Ishares Tr (IWM), cut from its top 50 Proshares Tr (UJB), cut from its top 50 Proshares Tr (UWM), cut from its top 50 Proshares Tr (EET), Vanguard Index Fds (VTV) (-75.1% shares), Ishares Tr (EEM) (-30.3% shares) and Vanguard Mun Bd Fds (VTEB) (-5.6% shares), compared with its Q2 2026 filing.

When is Legacy Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Legacy Wealth Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Legacy Wealth Partners, LLC manage?

Legacy Wealth Partners, LLC reported $646.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $462.0M.