Legacy Wealth Partners, LLC
Legacy Wealth Partners, LLC reported 189 positions worth $445.3M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: IVV (14.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $62.2M | 13.96% | 83,004 | — | — | |
| ▸ 2 | AGG | SH | $47.4M | 10.65% | 478,994 | — | — | |
| ▸ 3 | IEFA | SH | $23.9M | 5.36% | 246,985 | — | — | |
| ▸ 4 | VTV | SH | $20.0M | 4.49% | 91,743 | — | — | |
| ▸ 5 | VOO | SH | $15.9M | 3.57% | 23,126 | — | — | |
| ▸ 6 | EEM | SH | $13.0M | 2.91% | 189,608 | — | — | |
| ▸ 7 | VB | SH | $11.9M | 2.66% | 39,103 | — | — | |
| ▸ 8 | VO | SH | $11.3M | 2.53% | 139,681 | — | — | |
| ▸ 9 | IUSB | SH | $11.1M | 2.49% | 239,969 | — | — | |
| ▸ 10 | VEA | SH | $9.8M | 2.20% | 137,234 | — | — |
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Frequently Asked Questions
What stocks does Legacy Wealth Partners, LLC hold as of Q2 2026?
Legacy Wealth Partners, LLC reported 189 positions worth $445.3M in its Q2 2026 13F filing. Largest positions: IVV (14.0%), AGG (10.6%), IEFA (5.4%), VTV (4.5%) and VOO (3.6%).
What did Legacy Wealth Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Legacy Wealth Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.