account_balance

Investment manager · 13F filer · SEC CIK 2066638

Legacy Wealth Partners, LLC

Reported value$462Mas of Sep 30, 2026

Positions196 26 new, 19 sold out

Top 10 weight48.5%IVV alone is 14%

FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

14.0%Added +2%

AGGiShares Tr

9.4%Trimmed −4%

IEFAiShares Tr

5.3%Added +3%

VOOVanguard Index FDS

3.5%

DIVBiShares Tr

3.3%New

QQQInvesco QQQ Tr

2.9%New

SPYSPDR S&P 500 ETF Trust

2.7%Added +37%

VBVanguard Index FDS

2.5%Added +2%

VOVanguard Index FDS

2.4%Added +3%

SGOViShares Tr

2.4%Added +1724%

IUSBiShares Tr

2.4%

VEAVanguard Tax-Managed FDS

2.2%

IVViShares Tr

14.0%Added +2%

AGGiShares Tr

9.4%−4%

IEFAiShares Tr

5.3%

VOOVanguard Index FDS

3.5%

DIVBiShares Tr

3.3%

QQQ2.9%

SPY2.7%

VB2.5%

VO2.4%

SGOV

IUSB

VEA

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 14.0% Added +2%

AGG iShares Tr 9.4% Trimmed −4%

IEFA iShares Tr 5.3% Added +3%

VOO Vanguard Index FDS 3.5% Held

DIVB iShares Tr 3.3% New

QQQ Invesco QQQ Tr 2.9% New

SPY SPDR S&P 500 ETF Trust 2.7% Added +37%

VB Vanguard Index FDS 2.5% Added +2%

VO Vanguard Index FDS 2.4% Added +3%

SGOV iShares Tr 2.4% Added +1724%

IUSB iShares Tr 2.4% Added +4%

VEA Vanguard Tax-Managed FDS 2.2% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 22, 2026 filing

add_circleNew

DIVB $15.1M
QQQ $13.2M
PDBA $2.71M
HDV $2.69M

arrow_upwardAdded

SGOV +1724%
QLD +727%
SSO +377%
PDBC +156%

arrow_downwardTrimmed

VTV −75%
EET −65%
EEM −30%
IEMG −25%

remove_circleSold out

USHY $9.64M
IWM $7.25M
UJB $4.04M
UWM $3.72M

Legacy Wealth Partners, LLC

Where the money is

Biggest moves since Jun 30, 2026

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