Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $62.2M | 14.0% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $47.4M | 10.6% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $23.9M | 5.4% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $20M | 4.5% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $15.9M | 3.6% |
| iShares TRMSCI EMG MKT ETF | MSCI EMG MKT ETF | $13M | 2.9% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $11.9M | 2.7% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $11.3M | 2.5% |
| iShares TRCORE UNIVRSL USD | CORE UNIVRSL USD | $11.1M | 2.5% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $9.78M | 2.2% |
| iShares TRBROAD USD HIGH | BROAD USD HIGH | $9.64M | 2.2% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $9.02M | 2.0% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $7.25M | 1.6% |
| iShares TRIBOXX HI YD ETF | IBOXX HI YD ETF | $7M | 1.6% |
| iShares TRCORE 60 BALA ETF | CORE 60 BALA ETF | $6.81M | 1.5% |
| Vanguard Mun BD FdsTAX EXEMPT BD | TAX EXEMPT BD | $5.39M | 1.2% |
| Ssga Active TRSTATE STREET US | STATE STREET US | $5.13M | 1.2% |
| Nvidia CorporationCOM | COM | $5M | 1.1% |
| iShares TRCORE 80 20 ETF | CORE 80 20 ETF | $4.96M | 1.1% |
| iShares TRCORE INTL AGGR | CORE INTL AGGR | $4.72M | 1.1% |
| Apple Inc.COM | COM | $4.13M | 0.9% |
| Proshares TRULTRA HIGH YLD | ULTRA HIGH YLD | $4.04M | 0.9% |
| SPDR Index Shs FdsST PORT MARK ETF | ST PORT MARK ETF | $3.72M | 0.8% |
| Proshares TRPSHS ULTRUSS2000 | PSHS ULTRUSS2000 | $3.72M | 0.8% |
| SPDR Index Shs FdsST STR PO EX ETF | ST STR PO EX ETF | $3.47M | 0.8% |
| Proshares TRMSCI EMRG ETF | MSCI EMRG ETF | $3.45M | 0.8% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $3.43M | 0.8% |
| Invesco Exch Traded FD TR IIS&P INTL QULTY | S&P INTL QULTY | $3.33M | 0.7% |
| iShares TRTIPS BD ETF | TIPS BD ETF | $3.27M | 0.7% |
| Vanguard Charlotte FdsTOTAL INT BD ETF | TOTAL INT BD ETF | $3.11M | 0.7% |
| Vanguard BD Index FdsSHORT TRM BOND | SHORT TRM BOND | $2.78M | 0.6% |
| Microsoft Corp.COM | COM | $2.46M | 0.6% |
| Wisdomtree TRBLMBG US BULL | BLMBG US BULL | $2.29M | 0.5% |
| Invesco Actvely Mngd Etc FDOPTIMUM YIELD | OPTIMUM YIELD | $2.28M | 0.5% |
| Invesco Actively Managed ExcVAR RATE INVT | VAR RATE INVT | $2.27M | 0.5% |
| Wisdomtree TRJAPN HEDGE EQT | JAPN HEDGE EQT | $2.27M | 0.5% |
| SPDR Series TrustST STR SP BIOT | ST STR SP BIOT | $2.25M | 0.5% |
| iShares TRGLOB HLTHCRE ETF | GLOB HLTHCRE ETF | $2.1M | 0.5% |
| iShares TRTRUST ISHARE 0-1 | TRUST ISHARE 0-1 | $1.99M | 0.4% |
| Ssga Active TRST STR SECTO ETF | ST STR SECTO ETF | $1.95M | 0.4% |
| iShares Inc.MSCI MEXICO ETF | MSCI MEXICO ETF | $1.93M | 0.4% |
| Amazon Com Inc.COM | COM | $1.92M | 0.4% |
| Select Sector SPDR TRST STR ENERG ETF | ST STR ENERG ETF | $1.88M | 0.4% |
| Vanguard Index FdsEXTEND MKT ETF | EXTEND MKT ETF | $1.86M | 0.4% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $1.84M | 0.4% |
| iShares TRMSCI UK ETF NEW | MSCI UK ETF NEW | $1.7M | 0.4% |
| SPDR Series TrustST BLOO HIGH ETF | ST BLOO HIGH ETF | $1.7M | 0.4% |
| iShares TRU.S. BAS MTL ETF | U.S. BAS MTL ETF | $1.65M | 0.4% |
| SPDR Series TrustST STR SP600 SML | ST STR SP600 SML | $1.6M | 0.4% |
| iShares TRCORE 40 MODE ETF | CORE 40 MODE ETF | $1.54M | 0.3% |
iShares TRCORE S&P500 ETF$62.2M
- Class
- CORE S&P500 ETF
- Share
- 14.0%
iShares TRCORE US AGGBD ET$47.4M
- Class
- CORE US AGGBD ET
- Share
- 10.6%
iShares TRCORE MSCI EAFE$23.9M
- Class
- CORE MSCI EAFE
- Share
- 5.4%
Vanguard Index FdsVALUE ETF$20M
- Class
- VALUE ETF
- Share
- 4.5%
Vanguard Index FdsS&P 500 ETF SHS$15.9M
- Class
- S&P 500 ETF SHS
- Share
- 3.6%
iShares TRMSCI EMG MKT ETF$13M
- Class
- MSCI EMG MKT ETF
- Share
- 2.9%
Vanguard Index FdsSMALL CP ETF$11.9M
- Class
- SMALL CP ETF
- Share
- 2.7%
Vanguard Index FdsMID CAP ETF$11.3M
- Class
- MID CAP ETF
- Share
- 2.5%
iShares TRCORE UNIVRSL USD$11.1M
- Class
- CORE UNIVRSL USD
- Share
- 2.5%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$9.78M
- Class
- VAN FTSE DEV MKT
- Share
- 2.2%
iShares TRBROAD USD HIGH$9.64M
- Class
- BROAD USD HIGH
- Share
- 2.2%
State Str SPDR S&P 500 ETF TTR UNIT$9.02M
- Class
- TR UNIT
- Share
- 2.0%
iShares TRRUSSELL 2000 ETF$7.25M
- Class
- RUSSELL 2000 ETF
- Share
- 1.6%
iShares TRIBOXX HI YD ETF$7M
- Class
- IBOXX HI YD ETF
- Share
- 1.6%
iShares TRCORE 60 BALA ETF$6.81M
- Class
- CORE 60 BALA ETF
- Share
- 1.5%
Vanguard Mun BD FdsTAX EXEMPT BD$5.39M
- Class
- TAX EXEMPT BD
- Share
- 1.2%
Ssga Active TRSTATE STREET US$5.13M
- Class
- STATE STREET US
- Share
- 1.2%
Nvidia CorporationCOM$5M
- Class
- COM
- Share
- 1.1%
iShares TRCORE 80 20 ETF$4.96M
- Class
- CORE 80 20 ETF
- Share
- 1.1%
iShares TRCORE INTL AGGR$4.72M
- Class
- CORE INTL AGGR
- Share
- 1.1%
Apple Inc.COM$4.13M
- Class
- COM
- Share
- 0.9%
Proshares TRULTRA HIGH YLD$4.04M
- Class
- ULTRA HIGH YLD
- Share
- 0.9%
SPDR Index Shs FdsST PORT MARK ETF$3.72M
- Class
- ST PORT MARK ETF
- Share
- 0.8%
Proshares TRPSHS ULTRUSS2000$3.72M
- Class
- PSHS ULTRUSS2000
- Share
- 0.8%
SPDR Index Shs FdsST STR PO EX ETF$3.47M
- Class
- ST STR PO EX ETF
- Share
- 0.8%
Proshares TRMSCI EMRG ETF$3.45M
- Class
- MSCI EMRG ETF
- Share
- 0.8%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$3.43M
- Class
- FTSE EMR MKT ETF
- Share
- 0.8%
Invesco Exch Traded FD TR IIS&P INTL QULTY$3.33M
- Class
- S&P INTL QULTY
- Share
- 0.7%
iShares TRTIPS BD ETF$3.27M
- Class
- TIPS BD ETF
- Share
- 0.7%
Vanguard Charlotte FdsTOTAL INT BD ETF$3.11M
- Class
- TOTAL INT BD ETF
- Share
- 0.7%
Vanguard BD Index FdsSHORT TRM BOND$2.78M
- Class
- SHORT TRM BOND
- Share
- 0.6%
Microsoft Corp.COM$2.46M
- Class
- COM
- Share
- 0.6%
Wisdomtree TRBLMBG US BULL$2.29M
- Class
- BLMBG US BULL
- Share
- 0.5%
Invesco Actvely Mngd Etc FDOPTIMUM YIELD$2.28M
- Class
- OPTIMUM YIELD
- Share
- 0.5%
Invesco Actively Managed ExcVAR RATE INVT$2.27M
- Class
- VAR RATE INVT
- Share
- 0.5%
Wisdomtree TRJAPN HEDGE EQT$2.27M
- Class
- JAPN HEDGE EQT
- Share
- 0.5%
SPDR Series TrustST STR SP BIOT$2.25M
- Class
- ST STR SP BIOT
- Share
- 0.5%
iShares TRGLOB HLTHCRE ETF$2.1M
- Class
- GLOB HLTHCRE ETF
- Share
- 0.5%
iShares TRTRUST ISHARE 0-1$1.99M
- Class
- TRUST ISHARE 0-1
- Share
- 0.4%
Ssga Active TRST STR SECTO ETF$1.95M
- Class
- ST STR SECTO ETF
- Share
- 0.4%
iShares Inc.MSCI MEXICO ETF$1.93M
- Class
- MSCI MEXICO ETF
- Share
- 0.4%
Amazon Com Inc.COM$1.92M
- Class
- COM
- Share
- 0.4%
Select Sector SPDR TRST STR ENERG ETF$1.88M
- Class
- ST STR ENERG ETF
- Share
- 0.4%
Vanguard Index FdsEXTEND MKT ETF$1.86M
- Class
- EXTEND MKT ETF
- Share
- 0.4%
iShares TRMSCI EAFE ETF$1.84M
- Class
- MSCI EAFE ETF
- Share
- 0.4%
iShares TRMSCI UK ETF NEW$1.7M
- Class
- MSCI UK ETF NEW
- Share
- 0.4%
SPDR Series TrustST BLOO HIGH ETF$1.7M
- Class
- ST BLOO HIGH ETF
- Share
- 0.4%
iShares TRU.S. BAS MTL ETF$1.65M
- Class
- U.S. BAS MTL ETF
- Share
- 0.4%
SPDR Series TrustST STR SP600 SML$1.6M
- Class
- ST STR SP600 SML
- Share
- 0.4%
iShares TRCORE 40 MODE ETF$1.54M
- Class
- CORE 40 MODE ETF
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 189 positions by value, with holdings of the same security combined. The 189 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2066638
- File number
- 028-26528
- Options
- 0 call, 0 put
- In the 25 largest
- 69.7%
- Prior quarter
- $399M at 31 March 2026
- Positions opened
- 33
- Positions closed
- 20
Common questions
What are Legacy Wealth Partners’ 13F holdings worth?
$445 million across 189 positions for the quarter ended 30 June 2026.
What is Legacy Wealth Partners’ largest 13F holding?
ISHARES TR (CORE S&P500 ETF) was the largest position at $62.2 million, or 14.0% of reported 13F value, as of 30 June 2026.
How concentrated is Legacy Wealth Partners’ 13F portfolio?
The ten largest positions accounted for 50.8% of reported value and the twenty-five largest for 69.7%, across 189 positions as of 30 June 2026.
Does Form 13F show everything Legacy Wealth Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Legacy Wealth Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.