13F-HR filed by Legacy Wealth Partners, LLC
Legacy Wealth Partners, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-17, with 176 holding rows worth $398,917,624.
- Accession
- 0002066638-26-000003
- Filer
- CIK 2066638
- Filed
- 2026-04-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A combination report, 176 entries on the cover page, a total value of $398,917,624 stated on the cover page (in dollars after the unit check, H1), rows summing to $398,917,624 with VALUE read as dollars as filed, 13F file number 028-26528. The quarter's positions are built on this report. The resolved quarter.
Other managers
- reports for this filerAtria Investments, Inc028-14921
- reports for this filerPARAMETRIC PORTFOLIO ASSOCIATES LLC028-04558
- reports for this filerAssetMark Financial Holdings, Inc.028-15639
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 481,289 | $47,777,522 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 69,296 | $45,264,713 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 273,493 | $24,759,311 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 234,767 | $23,631,638 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 116,322 | $22,822,470 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 22,839 | $13,647,292 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 39,004 | $10,216,044 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 218,024 | $10,070,533 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 34,178 | $9,815,304 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 135,254 | $8,667,093 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 44,985 | $7,845,437 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 85,029 | $6,764,907 | dollars as filed | |
| SPY | 78462F103 | SHS | 9,685 | $6,298,298 | dollars as filed | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 96,261 | $6,194,400 | dollars as filed | |
| INVESCO ACTVELY MNGD ETC FD | 46090F100 | OPTIMUM YIELD | 353,500 | $6,122,620 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 94,911 | $5,390,022 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 104,005 | $5,188,809 | dollars as filed | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 95,019 | $4,754,751 | dollars as filed | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 50,120 | $4,435,159 | dollars as filed | |
| SSGA ACTIVE TR | 78470P408 | STATE STREET US | 73,754 | $4,258,556 | dollars as filed | |
| SPDW | 78463X889 | COM | 88,729 | $4,050,479 | dollars as filed | |
| Apple Inc | 037833100 | COM | 15,209 | $3,859,965 | dollars as filed | |
| VWO | 922042858 | SHS | 56,620 | $3,060,330 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 63,295 | $2,969,168 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 61,403 | $2,950,414 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 11,568 | $2,868,949 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 33,879 | $2,656,452 | dollars as filed | |
| SSGA ACTIVE TR | 78470P507 | ST STR SECTO ETF | 92,538 | $2,380,077 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,943 | $2,199,744 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 21,624 | $2,063,839 | dollars as filed | |
| WISDOMTREE TR | 97717W851 | JAPN HEDGE EQT | 11,810 | $1,872,830 | dollars as filed | |
| WISDOMTREE TR | 97717W471 | BLMBG US BULL | 71,083 | $1,871,615 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 30,012 | $1,838,535 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 21,696 | $1,791,403 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 18,056 | $1,753,731 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 4,043 | $1,739,662 | dollars as filed | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 13,595 | $1,736,489 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V258 | S&P500 PUR VAL | 15,650 | $1,680,654 | dollars as filed | |
| iShares U.S. ETF Trust iShares GSCI Commodity Dynamic Roll Strategy ETF | 46431W853 | SHS | 49,268 | $1,665,751 | dollars as filed | |
| ISHARES TR | 464288612 | INTRM GOV CR ETF | 15,368 | $1,639,458 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X756 | S&P EMKTSC ETF | 24,793 | $1,639,313 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 14,674 | $1,619,863 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 7,493 | $1,542,059 | dollars as filed | |
| PROSHARES TR | 74347R107 | PSHS ULT S&P 500 | 29,370 | $1,523,717 | dollars as filed | |
| ISHARES TR | 464289875 | CORE 40 MODE ETF | 31,035 | $1,470,149 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 30,191 | $1,458,829 | dollars as filed | |
| SPDR SERIES TRUST | 78468R440 | STATE STRET SPDR | 41,034 | $1,446,038 | dollars as filed | |
| PROSHARES TR | 74347R842 | PSHS ULTRUSS2000 | 29,802 | $1,390,859 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 6,554 | $1,365,002 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 17,116 | $1,321,014 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 18,349 | $1,279,864 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 26,648 | $1,251,124 | dollars as filed | |
| PROSHARES TR | 74347X302 | MSCI EMRG ETF | 14,842 | $1,243,166 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 5,740 | $1,212,001 | dollars as filed | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 17,565 | $1,208,121 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,422 | $1,160,622 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 2,651 | $1,158,145 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,986 | $1,146,260 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,224 | $1,125,798 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 18,458 | $1,073,886 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 17,077 | $1,011,300 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 8,919 | $1,008,828 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 3,110 | $962,577 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 12,934 | $961,643 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,331 | $957,862 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,150 | $926,604 | dollars as filed | |
| PIMCO ETF TR | 72201R718 | ENHNCD LW DUR AC | 9,505 | $910,769 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072687 | AVANTIS SHFXDINC | 19,437 | $909,652 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 10,479 | $875,740 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 8,100 | $859,815 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X871 | ST INTL CAP ETF | 19,930 | $841,644 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 768 | $765,258 | dollars as filed | |
| Goldman Sachs Access Treasury 0-1 Year ETF | 381430529 | SHS | 7,377 | $739,102 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,973 | $726,720 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 5,693 | $707,728 | dollars as filed | |
| ISHARES TR | 464289883 | CORE 30 70 ETF | 17,680 | $705,260 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A887 | ULTRA SHRT DUR | 13,936 | $698,472 | dollars as filed | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 26,453 | $695,714 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 10,933 | $686,046 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 9,082 | $682,055 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 7,155 | $679,367 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 6,955 | $665,733 | dollars as filed | |
| XYLEM INC COM | 98419M100 | Stock | 5,369 | $641,596 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,670 | $622,656 | dollars as filed | |
| STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF | 78468R515 | ETF | 24,453 | $606,434 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,019 | $583,178 | dollars as filed | |
| SPDR Portfolio Long Term Corporate Bond ETF | 78464A367 | SHS | 25,964 | $576,920 | dollars as filed | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 15,096 | $571,233 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,600 | $565,474 | dollars as filed | |
| MANAGED PORTFOLIO SER | 56167R820 | KENS CR OPPO ETF | 22,844 | $563,765 | dollars as filed | |
| ISHARES TR | 464288505 | MRGSTR SM CP ETF | 8,626 | $561,484 | dollars as filed | |
| VTI | 922908769 | COM | 1,725 | $553,501 | dollars as filed | |
| IJH | 464287507 | COM | 8,054 | $543,906 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072109 | DIVERSIFID CRP | 11,643 | $542,690 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 2,742 | $525,943 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 4,677 | $520,877 | dollars as filed | |
| ISHARES TR | 464288653 | 10-20 YR TRS ETF | 5,062 | $509,845 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V608 | BLACKSTONE SENR | 12,596 | $505,603 | dollars as filed | |
| MANAGED PORTFOLIO SER | 56167R705 | LEUTHOLD SELECT | 12,258 | $495,836 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 7,899 | $484,367 | dollars as filed | |
| SYSCOCORP | 871829107 | COM | 6,787 | $484,117 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C780 | ISHA I IN TE ETF | 14,645 | $482,553 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 3,357 | $474,747 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 20,347 | $466,150 | dollars as filed | |
| JACOBS SOLUTIONS INC COM | 46982L108 | Stock | 3,590 | $456,935 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C806 | ISHA US THEM ETF | 12,201 | $441,920 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 2,199 | $424,238 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 702 | $424,026 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 2,335 | $394,942 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 2,708 | $394,664 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,610 | $390,252 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 12,471 | $378,121 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,251 | $378,102 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 2,045 | $376,853 | dollars as filed | |
| ISHARES TR | 464288109 | MORNINGSTAR VALU | 3,980 | $370,697 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 1,539 | $369,345 | dollars as filed | |
| ISHARES TR | 464287697 | U.S. UTILITS ETF | 3,122 | $362,495 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,691 | $361,299 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,733 | $358,558 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 5,341 | $352,453 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 3,760 | $344,566 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,758 | $342,764 | dollars as filed | |
| MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | 606822104 | ADR | 20,154 | $342,013 | dollars as filed | |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 46138J643 | ETF | 16,734 | $341,758 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C855 | ISHA LA CORE ETF | 8,287 | $340,264 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,194 | $338,821 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 678 | $338,769 | dollars as filed | |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 46138J791 | ETF | 17,303 | $337,928 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 1,312 | $337,643 | dollars as filed | |
| INVESCO BULLETSHARES 2034 CORPORATE BOND ETF | 46139W783 | ETF | 16,304 | $337,462 | dollars as filed | |
| Invesco BulletShares 2030 Corp Bd ETF | 46138J460 | SHS | 20,110 | $336,221 | dollars as filed | |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 46138J783 | ETF | 17,095 | $335,489 | dollars as filed | |
| ISHARES TR | 464287796 | U.S. ENERGY ETF | 5,178 | $335,379 | dollars as filed | |
| INVESCO BULLETSHARES 2032 CORPORATE BOND ETF | 46139W858 | ETF | 16,281 | $335,192 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 1,037 | $334,723 | dollars as filed | |
| INVESCO BULLETSHARES 2035 CORPORATE BOND ETF | 46139W759 | ETF | 16,285 | $334,168 | dollars as filed | |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 46138J577 | ETF | 17,825 | $332,622 | dollars as filed | |
| INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | 46138J429 | ETF | 20,152 | $331,702 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46139W825 | BUL 2033 COR ETF | 15,578 | $329,475 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,026 | $318,899 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,561 | $317,554 | dollars as filed | |
| SPDR SERIES TRUST | 78468R861 | STATE STRET SPDR | 16,445 | $315,580 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 10,873 | $315,202 | dollars as filed | |
| KLA CORP | 482480100 | COM | 210 | $309,222 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 4,038 | $309,069 | dollars as filed | |
| SPDR Bloomberg Emerging Markets Local Bond ETF | 78464A391 | SHS | 14,938 | $308,320 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 7,885 | $302,942 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 5,816 | $302,025 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 2,305 | $301,817 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 897 | $295,147 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,027 | $294,605 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C699 | ISHARES DEFENSE | 8,791 | $287,642 | dollars as filed | |
| PROSHARES TR II | 74347W601 | ULTRA GOLD | 4,662 | $286,527 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 3,196 | $281,759 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072794 | FOCUSED LRG CAP | 3,658 | $280,551 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 321 | $280,201 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 10,761 | $275,912 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A879 | VAR RATE INVT | 10,239 | $256,333 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,361 | $255,568 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 609 | $253,795 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,514 | $241,786 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 651 | $231,998 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 2,942 | $228,270 | dollars as filed | |
| HCA Healthcare Inc | 40412C101 | COM | 475 | $224,789 | dollars as filed | |
| iShares U.S. Financials ETF | 464287788 | SHS | 1,855 | $218,259 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 1,397 | $216,940 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,002 | $215,490 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 2,575 | $213,047 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 4,202 | $212,657 | dollars as filed | |
| HSBC HLDGS PLC SPON ADR NEW | 404280406 | ADR | 2,565 | $211,587 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 1,151 | $208,814 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 600 | $205,074 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 7,281 | $204,440 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 11,510 | $132,822 | dollars as filed | |
| TALKSPACE INC | 87427V103 | COM | 15,527 | $80,352 | dollars as filed | |
| TENAYA THERAPEUTICS INC | 87990A106 | COM | 14,084 | $9,752 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002066638-26-000003 | this filing | 2026-04-17 | acceptance time not in the bulk data set |