13F-HR filed by Legacy Wealth Partners, LLC
Legacy Wealth Partners, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-22, with 189 holding rows worth $445,256,866.
- Accession
- 0002066638-26-000004
- Filer
- CIK 2066638
- Filed
- 2026-07-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A combination report, 189 entries on the cover page, a total value of $445,256,866 stated on the cover page (in dollars after the unit check, H1), rows summing to $445,256,866 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 TR CORE S&P 500 ETF | 464287200 | SHS | 83,004 | $62,160,666 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 478,994 | $47,410,830 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 246,985 | $23,853,786 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 91,743 | $19,993,486 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 23,126 | $15,883,187 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 189,608 | $12,971,100 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 39,103 | $11,852,999 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 139,681 | $11,254,085 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 239,969 | $11,074,586 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 137,234 | $9,777,903 | dollars as filed | |
| iShares Broad USD High Yield Corporate Bond ETF | 46435U853 | SHS | 260,491 | $9,643,377 | dollars as filed | |
| SPY | 78462F103 | SHS | 12,085 | $9,024,423 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 24,130 | $7,249,791 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 87,516 | $6,998,655 | dollars as filed | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 98,018 | $6,812,282 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 106,500 | $5,386,770 | dollars as filed | |
| SSGA ACTIVE TR | 78470P408 | STATE STREET US | 79,150 | $5,133,669 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 24,993 | $5,000,812 | dollars as filed | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 50,825 | $4,960,509 | dollars as filed | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 93,231 | $4,717,489 | dollars as filed | |
| Apple Inc | 037833100 | COM | 14,289 | $4,134,715 | dollars as filed | |
| PROSHARES TR | 74348A707 | ULTRA HIGH YLD | 51,504 | $4,043,383 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 71,919 | $3,723,966 | dollars as filed | |
| PROSHARES TR | 74347R842 | PSHS ULTRUSS2000 | 55,321 | $3,719,231 | dollars as filed | |
| SPDW | 78463X889 | COM | 68,834 | $3,468,545 | dollars as filed | |
| PROSHARES TR | 74347X302 | MSCI EMRG ETF | 29,367 | $3,452,675 | dollars as filed | |
| VWO | 922042858 | SHS | 57,486 | $3,431,328 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E214 | S&P INTL QULTY | 4,526 | $3,332,609 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 29,907 | $3,272,723 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 64,129 | $3,105,767 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 35,713 | $2,782,400 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 6,606 | $2,464,180 | dollars as filed | |
| WISDOMTREE TR | 97717W471 | BLMBG US BULL | 85,677 | $2,291,860 | dollars as filed | |
| INVESCO ACTVELY MNGD ETC FD | 46090F100 | OPTIMUM YIELD | 143,719 | $2,282,258 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A879 | VAR RATE INVT | 90,666 | $2,272,997 | dollars as filed | |
| WISDOMTREE TR | 97717W851 | JAPN HEDGE EQT | 13,065 | $2,267,104 | dollars as filed | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 14,230 | $2,251,898 | dollars as filed | |
| iShares Global Healthcare ETF | 464287325 | SHS | 21,367 | $2,102,085 | dollars as filed | |
| iShares Short Treasury Bond ETF | 464288679 | SHS | 18,012 | $1,987,624 | dollars as filed | |
| SSGA ACTIVE TR | 78470P507 | ST STR SECTO ETF | 76,205 | $1,954,658 | dollars as filed | |
| iShares MSCI Mexico ETF | 464286822 | SHS | 25,666 | $1,931,880 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 8,052 | $1,919,114 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 35,374 | $1,878,713 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 7,546 | $1,857,901 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 17,732 | $1,841,948 | dollars as filed | |
| ISHARES TR MSCI UK ETF NEW | 46435G334 | MSCI UK ETF NEW | 36,783 | $1,697,168 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 17,608 | $1,696,883 | dollars as filed | |
| ISHARES TR | 464287838 | U.S. BAS MTL ETF | 9,214 | $1,654,189 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 27,737 | $1,599,593 | dollars as filed | |
| ISHARES TR | 464289875 | CORE 40 MODE ETF | 30,901 | $1,541,648 | dollars as filed | |
| SPDR SERIES TRUST | 78468R440 | STATE STRET SPDR | 45,575 | $1,523,572 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,226 | $1,470,501 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 21,159 | $1,439,024 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,874 | $1,438,121 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 16,648 | $1,434,031 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 17,105 | $1,404,524 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 9,724 | $1,337,342 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 17,405 | $1,334,925 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 14,406 | $1,320,166 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 15,742 | $1,304,075 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 26,954 | $1,261,717 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 18,516 | $1,250,941 | dollars as filed | |
| INVERSE VIX ST FUTUR ETN | 48133Q408 | FUND | 42,174 | $1,250,619 | dollars as filed | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 18,134 | $1,249,977 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,447 | $1,231,854 | dollars as filed | |
| SPDR Bloomberg Investment Grade Floating Rate ETF | 78468R200 | SHS | 36,154 | $1,115,351 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 4,912 | $1,115,319 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A887 | ULTRA SHRT DUR | 22,055 | $1,106,058 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 2,910 | $1,071,986 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,205 | $1,049,093 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,693 | $1,017,183 | dollars as filed | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 37,011 | $970,799 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X871 | ST INTL CAP ETF | 21,653 | $947,535 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 10,572 | $941,029 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 4,145 | $881,972 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,448 | $841,158 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 5,463 | $810,157 | dollars as filed | |
| ISHARES TR | 464289883 | CORE 30 70 ETF | 18,344 | $760,922 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C780 | ISHA I IN TE ETF | 14,282 | $752,947 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,964 | $752,767 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 8,984 | $752,408 | dollars as filed | |
| VTI | 922908769 | COM | 2,022 | $748,242 | dollars as filed | |
| Goldman Sachs Access Treasury 0-1 Year ETF | 381430529 | SHS | 7,389 | $740,082 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 7,640 | $722,133 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 8,212 | $721,671 | dollars as filed | |
| SYSCOCORP | 871829107 | COM | 8,514 | $711,600 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,633 | $707,628 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 745 | $696,925 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 5,535 | $688,665 | dollars as filed | |
| VANECK ETF TRUST | 92189H748 | CLO ETF | 12,861 | $680,990 | dollars as filed | |
| SPDR Portfolio Long Term Corporate Bond ETF | 78464A367 | SHS | 30,013 | $672,291 | dollars as filed | |
| STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF | 78468R515 | ETF | 25,122 | $639,104 | dollars as filed | |
| ISHARES TR | 464288505 | MRGSTR SM CP ETF | 8,463 | $639,014 | dollars as filed | |
| IJH | 464287507 | COM | 8,057 | $621,295 | dollars as filed | |
| MANAGED PORTFOLIO SER | 56167R820 | KENS CR OPPO ETF | 24,976 | $615,409 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 6,113 | $615,357 | dollars as filed | |
| PROSHARES TR | 74347R206 | PSHS ULTRA QQQ | 6,227 | $602,525 | dollars as filed | |
| KLA CORP | 482480100 | COM | 1,962 | $591,961 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,319 | $583,553 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 7,897 | $570,780 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,098 | $560,230 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V608 | BLACKSTONE SENR | 13,786 | $555,438 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072109 | DIVERSIFID CRP | 11,769 | $551,354 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 3,357 | $549,440 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 7,131 | $545,878 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 5,066 | $545,203 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 953 | $537,012 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 22,583 | $514,441 | dollars as filed | |
| ISHARES TR | 464287697 | U.S. UTILITS ETF | 4,311 | $494,084 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 11,463 | $489,241 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C855 | ISHA LA CORE ETF | 9,506 | $478,817 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 1,376 | $471,734 | dollars as filed | |
| PROSHARES TR | 74347R107 | PSHS ULT S&P 500 | 6,999 | $471,611 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,628 | $457,940 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 2,771 | $456,107 | dollars as filed | |
| ISHARES TR | 464288653 | 10-20 YR TRS ETF | 4,526 | $454,184 | dollars as filed | |
| JACOBS SOLUTIONS INC COM | 46982L108 | Stock | 3,590 | $452,340 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,197 | $447,355 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C806 | ISHA US THEM ETF | 10,236 | $441,274 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 2,199 | $417,267 | dollars as filed | |
| Intel Corp | 458140100 | COM | 2,892 | $403,810 | dollars as filed | |
| ISHARES TR | 464288109 | MORNINGSTAR VALU | 3,980 | $402,935 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 1,312 | $401,866 | dollars as filed | |
| MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | 606822104 | ADR | 20,154 | $400,863 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 2,011 | $397,374 | dollars as filed | |
| XYLEM INC COM | 98419M100 | Stock | 3,339 | $394,703 | dollars as filed | |
| SPDR SERIES TRUST | 78468R861 | STATE STRET SPDR | 20,789 | $393,536 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 540 | $390,420 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 2,290 | $389,483 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 5,316 | $382,486 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,109 | $380,487 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 12,471 | $380,241 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 327 | $377,453 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 320 | $375,955 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C764 | ISHA IN CTRY ETF | 10,092 | $369,367 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 3,789 | $358,351 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 685 | $349,048 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 982 | $346,970 | dollars as filed | |
| ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF | 09290C665 | ETF | 12,281 | $344,482 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 1,037 | $343,963 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,963 | $335,589 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072794 | FOCUSED LRG CAP | 3,989 | $324,300 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 333 | $321,345 | dollars as filed | |
| SPDR Bloomberg Emerging Markets Local Bond ETF | 78464A391 | SHS | 15,207 | $318,130 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 10,787 | $317,455 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,878 | $311,297 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 9,306 | $309,797 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C699 | ISHARES DEFENSE | 9,637 | $306,264 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 621 | $305,010 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 584 | $299,942 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 2,530 | $297,174 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 838 | $295,397 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 2,329 | $294,805 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 1,151 | $290,317 | dollars as filed | |
| LEGG MASON ETF INVT | 52468L505 | FRANKLIN INTL LW | 7,085 | $287,545 | dollars as filed | |
| BLACKROCK ETF TRUST II | 092528835 | ISHA GLO USD ETF | 5,645 | $283,887 | dollars as filed | |
| DBX ETF TR XTRACK HRVST CSI | 233051879 | XTRACK HRVST CSI | 7,456 | $273,337 | dollars as filed | |
| ARK ETF TR | 00214Q104 | INNOVATION ETF | 3,344 | $270,262 | dollars as filed | |
| iShares Global 100 ETF | 464287572 | SHS | 1,971 | $269,285 | dollars as filed | |
| INVESCO BULLETSHARES 2034 CORPORATE BOND ETF | 46139W783 | ETF | 12,977 | $268,170 | dollars as filed | |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 46138J783 | ETF | 13,643 | $267,607 | dollars as filed | |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 46138J791 | ETF | 13,694 | $267,375 | dollars as filed | |
| Invesco BulletShares 2030 Corp Bd ETF | 46138J460 | SHS | 15,960 | $265,654 | dollars as filed | |
| INVESCO BULLETSHARES 2035 CORPORATE BOND ETF | 46139W759 | ETF | 12,977 | $265,639 | dollars as filed | |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 46138J643 | ETF | 13,039 | $265,539 | dollars as filed | |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | 46138J577 | ETF | 14,286 | $265,362 | dollars as filed | |
| INVESCO BULLETSHARES 2032 CORPORATE BOND ETF | 46139W858 | ETF | 12,934 | $265,276 | dollars as filed | |
| INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | 46138J429 | ETF | 16,131 | $264,306 | dollars as filed | |
| INVESCO EXCH TRD SLF IDX FD | 46139W825 | BUL 2033 COR ETF | 12,530 | $263,819 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 361 | $259,934 | dollars as filed | |
| ISHARES TR | 464287796 | U.S. ENERGY ETF | 4,583 | $259,352 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,097 | $251,693 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 1,469 | $250,993 | dollars as filed | |
| ISHARES TR | 46438G448 | LONG TERM MUNI | 4,865 | $249,185 | dollars as filed | |
| HSBC HLDGS PLC SPON ADR NEW | 404280406 | ADR | 2,565 | $243,906 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 4,782 | $241,832 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 2,900 | $239,686 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 2,534 | $237,335 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,002 | $237,093 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 3,134 | $229,898 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 833 | $225,260 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 3,723 | $224,869 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 10,520 | $217,772 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 3,807 | $216,923 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,416 | $214,524 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 522 | $213,773 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 508 | $213,665 | dollars as filed | |
| ALPS ETF TR | 00162Q452 | ALERIAN MLP | 4,032 | $209,059 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 10,557 | $146,740 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002066638-26-000004 | this filing | 2026-07-22 | acceptance time not in the bulk data set |