Legacy Wealth Partners, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), Legacy Wealth Partners, LLC reported 189 stock positions worth $445.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.0% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 10.6%) and iShares Core MSCI Eafe ETF (IEFA, 5.4%). Compared with Q1 2026, it opened 33 new positions, sold out of 20, added to 80 and reduced 65. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +20%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −97%).

Most Recent 13F
Q2 2026
Location
Lakewood, CO
CIK
0002066638
Portfolio Value
$445.3M (Q2 2026)
SEC Filing
0002066638-26-000004 ↗ filed Jul 22, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q4 2025: $386.3M Q4 2025 Q1 2026: $398.9M Q1 2026 Q2 2026: $445.3M $445.3M Q2 2026

Holdings 189 stocks · $445.3M
IVV iShares Core S&P 500 ETF 13.96% 83,004 $62.2M Add +19.8%
AGG iShares Core U.S. Aggregate 10.65% 478,994 $47.4M Reduce -0.5%
IEFA iShares Core MSCI Eafe ETF 5.36% 246,985 $23.9M Reduce -9.7%
VTV Vanguard Mrngstr Val ETF-Aui 4.49% 91,743 $20.0M Reduce -21.1%
VOO Vanguard S&P 500 ETF 3.57% 23,126 $15.9M Add +1.3%
EEM iShares MSCI Emerging Market 2.91% 189,608 $13.0M Add +99.8%
VB Vanguard Most SM-Cap ETF-Usd 2.66% 39,103 $11.9M Add +0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.53% 139,681 $11.3M Add +2.2%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 2.49% 239,969 $11.1M Add +10.1%
VEA Vanguard Ftse Developed ETF 2.20% 137,234 $9.8M Add +1.5%
USHY iShares Broad Usd High Yield 2.17% 260,491 $9.6M New
SPY SS SPDR S&P 500 ETF Trust-US 2.03% 12,085 $9.0M Add +24.8%
IWM iShares Russell 2000 ETF 1.63% 24,130 $7.2M Add +108.6%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 1.57% 87,516 $7.0M Add +2.9%
AOR iShares Core 60/40 Balanced 1.53% 98,018 $6.8M Add +1.8%
VTEB Vanguard Tax-Exempt Bond ETF 1.21% 106,500 $5.4M Add +2.4%
XLSR SS US Sector Rotation 1.15% 79,150 $5.1M Add +7.3%
NVDA Nvidia Corp. 1.12% 24,993 $5.0M Reduce -44.4%
AOA iShares Core 80/20 Aggressiv 1.11% 50,825 $5.0M Add +1.4%
IAGG iShares Intl Aggregate Bond 1.06% 93,231 $4.7M Reduce -1.9%
AAPL Apple Inc. 0.93% 14,289 $4.1M Reduce -6.0%
UJB Proshares Ultra High Yield 0.91% 51,504 $4.0M New
SPEM State Street SP PTF Em ETF 0.84% 71,919 $3.7M Add +13.6%
UWM Proshares Ultra RUSSELL2000 0.84% 55,321 $3.7M Add +85.6%
SPDW Ste STR SPDR PT DW Eu ETF 0.78% 68,834 $3.5M Reduce -22.4%
EET Proshares Ult MSCI Emer MKTS 0.78% 29,367 $3.5M Add +97.9%
VWO Vanguard Ftse Emerging Marke 0.77% 57,486 $3.4M Add +1.5%
IDHQ Invesco S&P International DE 0.75% 4,526 $3.3M New
TIP iShares Tips Bond ETF 0.73% 29,907 $3.3M New
BNDX Vanguard Total Intl Bond ETF 0.70% 64,129 $3.1M Add +4.4%
BSV Vanguard Short-Term Bond ETF 0.62% 35,713 $2.8M Add +5.4%
MSFT Microsoft Corp. 0.55% 6,606 $2.5M Add +11.2%
USDU Wisdomtree BBG Usd Bullish 0.51% 85,677 $2.3M Add +20.5%
PDBC Invesco Optimum Yield Divers 0.51% 143,719 $2.3M Reduce -59.3%
VRIG Invesco Variable Rate Invest 0.51% 90,666 $2.3M Add +785.5%
DXJ Wisdomtree Japan Hedged Eq 0.51% 13,065 $2.3M Add +10.6%
XBI SS SPDR S&P Biotech ETF 0.51% 14,230 $2.3M Add +4.7%
IXJ iShares Global Healthcare Et 0.47% 21,367 $2.1M New
SHV iShares 0-1 Year Treasury Bo 0.45% 18,012 $2.0M Add +22.8%
FISR SS Fi Sector Rotation 0.44% 76,205 $2.0M Reduce -17.6%
EWW iShares MSCI Mexico ETF 0.43% 25,666 $1.9M New
AMZN Amazon.com Inc. 0.43% 8,052 $1.9M Add +22.9%
XLE SS Energy Select Sector 0.42% 35,374 $1.9M Add +17.9%
VXF Vanguard Extended Market ETF 0.42% 7,546 $1.9M Add +0.7%
EFA iShares MSCI Eafe ETF 0.41% 17,732 $1.8M Reduce -1.8%
EWU iShares MSCI United Kingdom 0.38% 36,783 $1.7M New
JNK SS SPDR BB High Yield Bond 0.38% 17,608 $1.7M Add +153.2%
IYM iShares U.S. Basic Materials 0.37% 9,214 $1.7M New
SPSM SS SPDR P S&P 600 Small Cap 0.36% 27,737 $1.6M Reduce -8.1%
AOM iShares Core 40/60 Moderate 0.35% 30,901 $1.5M Reduce -0.4%
CERY SS SPDR BBG En RY CM St N-Ui 0.34% 45,575 $1.5M Add +11.1%
LLY Eli Lilly & Co. 0.33% 1,226 $1.5M Add +0.2%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.32% 21,159 $1.4M Add +14.6%
BRK.B Berkshire Hathaway Inc. Class B 0.32% 2,874 $1.4M Add +18.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.32% 16,648 $1.4M Add +4.7%
SHY iShares 1-3 Year Treasury Bo 0.32% 17,105 $1.4M Reduce -21.2%
IVW iShares S&P 500 Growth ETF 0.30% 9,724 $1.3M Add +9.0%
BIV Vanguard Intermediate-Term B 0.30% 17,405 $1.3M Add +1.7%
BIL SS SPDR BB 1-3M T-Bill ETF 0.30% 14,406 $1.3M Add +283.1%
IEMG iShares Core MSCI Emerging 0.29% 15,742 $1.3M Reduce -14.2%
VMBS Vanguard Mortgage-Backed Sec 0.28% 26,954 $1.3M Add +1.1%
SPMD SS SPDR P S&P 400 Midcap ETF 0.28% 18,516 $1.3M Add +8.4%
VYLD Inverse Vix St Futur ETN filed as JPMORGAN CHASE FINL CO LLC 0.28% 42,174 $1.3M New
BLV Vanguard Long-Term Bond ETF 0.28% 18,134 $1.2M Add +3.2%
GOOGL Alphabet Inc. Class A 0.28% 3,447 $1.2M Add +3.5%
FLRN SS SPDR BB Ig Float RT ETF 0.25% 36,154 $1.1M New
IVE iShares S&P 500 Value ETF 0.25% 4,912 $1.1M Reduce -14.4%
GSY Invesco Ultra Short Duration 0.25% 22,055 $1.1M Add +58.3%
GLD SPDR Gold Shares 0.24% 2,910 $1.1M Reduce -28.0%
JPM JPMorgan Chase & Co. 0.24% 3,205 $1.0M Add +1.8%
AVGO Broadcom Inc. 0.23% 2,693 $1.0M Reduce -13.4%
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.22% 37,011 $971K Add +39.9%
GWX State Street SPDR S&P Intern 0.21% 21,653 $948K Add +8.7%
IDEV iShares Core MSCI Dev MKTS 0.21% 10,572 $941K Add +0.9%
RSP Invesco S&P 500 Equal Weight 0.20% 4,145 $882K New
AMD Advanced Micro Devices 0.19% 1,448 $841K Reduce -7.2%
IJR iShares Core S&P Small-Cap E 0.18% 5,463 $810K Reduce -4.0%
AOK iShares Core 30/70 Conservat 0.17% 18,344 $761K Add +3.8%
BAI Ishrs AI in and Tech Act ETF 0.17% 14,282 $753K Reduce -2.5%
JNJ Johnson & Johnson 0.17% 2,964 $753K Reduce -0.3%
VEU Vanguard Ftse All-World Ex-U 0.17% 8,984 $752K Reduce -1.1%
VTI VG Morningstar TS MKT ETF-US 0.17% 2,022 $748K Add +17.2%
GBIL Goldman Sachs Access Treasur 0.17% 7,389 $740K Add +0.2%
MBB iShares MBS ETF 0.16% 7,640 $722K Add +6.8%
SPYM Ste STR SPDR PT S&P 500 ETF 0.16% 8,212 $722K Add +103.4%
SYY Sysco Corp. 0.16% 8,514 $712K Add +25.4%
LRCX Lam Research Corp. 0.16% 1,633 $708K Reduce -3.4%
COST Costco Wholesale Corp. 0.16% 745 $697K Reduce -3.0%
EFG iShares MSCI Eafe Growth ETF 0.15% 5,535 $689K Add +18.4%
CLOI Vaneck Clo ETF 0.15% 12,861 $681K New
SPLB SS SPDR P Long Term C ETF 0.15% 30,013 $672K Add +15.6%
EMHC SS SPDR BB Em Usd Bond ETF 0.14% 25,122 $639K Add +2.7%
ISCB iShares Morningstar SM Cap 0.14% 8,463 $639K Reduce -1.9%
IJH iShares Core S&P Midcap ETF 0.14% 8,057 $621K Add +0.0%
KAMO Kensington Credit Opport ETF filed as MANAGED PORTFOLIO SER 0.14% 24,976 $615K Add +9.3%
SGOV iShares 0-3 Month Treasury B 0.14% 6,113 $615K Reduce -97.4%
QLD Proshares Ultra QQQ 0.14% 6,227 $603K New
KLAC KLA Corp. 0.13% 1,962 $592K Reduce -6.6%
ABBV Abbvie Inc. 0.13% 2,319 $584K Reduce -10.8%
JQUA JPMorgan US Quality Factor 0.13% 7,897 $571K Reduce -0.0%

Show all 189 holdings

Portfolio Sells Q1 2026 → Q2 2026
SGOV iShares 0-3 Month Treasury B Reduce -97.4% 0.14% −5.79
AGG iShares Core U.S. Aggregate Reduce -0.5% 10.65% −1.33
VTV Vanguard Mrngstr Val ETF-Aui Reduce -21.1% 4.49% −1.23
PDBC Invesco Optimum Yield Divers Reduce -59.3% 0.51% −1.02
IEFA iShares Core MSCI Eafe ETF Reduce -9.7% 5.36% −0.85
NVDA Nvidia Corp. Reduce -44.4% 1.12% −0.84
IEF iShares 7-10 Year Treasury B Reduce -82.5% 0.08% −0.44
RPV Invesco S&P 500 Pure Value E Sold out 0.00% −0.42
COMT iShares Gsci Commodity Dynam Sold out 0.00% −0.42
GVI iShares Intermediate Governm Sold out 0.00% −0.41
EWX State Street SPDR S&P Emergi Sold out 0.00% −0.41
QQQ Invesco QQQ Trust Series 1 Sold out 0.00% −0.29
SSO Proshares Ultra S&P500 Reduce -76.2% 0.11% −0.28
SPDW Ste STR SPDR PT DW Eu ETF Reduce -22.4% 0.78% −0.24
LDUR PIMCO Enhanced Low Duration Sold out 0.00% −0.23
AVSF Avantis Short-Term Fixed Inc. Sold out 0.00% −0.23
GLD SPDR Gold Shares Reduce -28.0% 0.24% −0.20
FISR SS Fi Sector Rotation Reduce -17.6% 0.44% −0.16
EPD Enterprise Products Partners Sold out 0.00% −0.14
SHY iShares 1-3 Year Treasury Bo Reduce -21.2% 0.32% −0.13
IAGG iShares Intl Aggregate Bond Reduce -1.9% 1.06% −0.13
QUAL iShares MSCI USA Quality Fac Sold out 0.00% −0.13
LST Leuthold Sel Ind Sold out 0.00% −0.12
EFV iShares MSCI Eafe Value ETF Reduce -44.9% 0.12% −0.12
MUB iShares National Muni Bond E Reduce -37.5% 0.12% −0.09
BINC iShares Flex I A ETF-Usd Inc. Sold out 0.00% −0.08
XYL Xylem Inc. Reduce -37.8% 0.09% −0.07
UGL Proshares Ultra Gold Sold out 0.00% −0.07
IAU iShares Gold Trust Sold out 0.00% −0.07
FDX FedEx Corp. Sold out 0.00% −0.06
HCA HCA Healthcare Inc. Sold out 0.00% −0.06
IYF iShares US Financials ETF Sold out 0.00% −0.05
PEP Pepsico Inc. Sold out 0.00% −0.05
IVE iShares S&P 500 Value ETF Reduce -14.4% 0.25% −0.05
PFE Pfizer Inc. Sold out 0.00% −0.05
AAPL Apple Inc. Reduce -6.0% 0.93% −0.04
COST Costco Wholesale Corp. Reduce -3.0% 0.16% −0.04
T AT&T Inc. Reduce -3.3% 0.05% −0.03
MCD McDonald's Corp. Reduce -18.8% 0.05% −0.03
IEMG iShares Core MSCI Emerging Reduce -14.2% 0.29% −0.03
LMT Lockheed Martin Corp. Reduce -2.4% 0.08% −0.03
BSCS Invesco Bulletshares 2028 CB Reduce -22.1% 0.06% −0.03
EFA iShares MSCI Eafe ETF Reduce -1.8% 0.41% −0.03
IYE iShares U.S. Energy ETF Reduce -11.5% 0.06% −0.03
TLH iShares 10-20 Year Treasury Reduce -10.6% 0.10% −0.03
META Meta Platforms Inc. Class A Reduce -6.5% 0.12% −0.03
BSCQ Invesco Bulletshares 2026 CB Reduce -20.9% 0.06% −0.02
BSCU Invesco Bulletshares 2030 CB Reduce -20.6% 0.06% −0.02
BSCY Invesco Bulletshares 2034 CB Reduce -20.4% 0.06% −0.02
BSCW Invesco Bulletshares 2032 CB Reduce -20.6% 0.06% −0.02

Portfolio Buys Q1 2026 → Q2 2026
IVV iShares Core S&P 500 ETF Add +19.8% 13.96% +2.61
USHY iShares Broad Usd High Yield New 2.17% +2.17
EEM iShares MSCI Emerging Market Add +99.8% 2.91% +1.56
IWM iShares Russell 2000 ETF Add +108.6% 1.63% +0.91
UJB Proshares Ultra High Yield New 0.91% +0.91
IDHQ Invesco S&P International DE New 0.75% +0.75
TIP iShares Tips Bond ETF New 0.73% +0.73
UWM Proshares Ultra RUSSELL2000 Add +85.6% 0.84% +0.49
IXJ iShares Global Healthcare Et New 0.47% +0.47
EET Proshares Ult MSCI Emer MKTS Add +97.9% 0.78% +0.46
SPY SS SPDR S&P 500 ETF Trust-US Add +24.8% 2.03% +0.45
VRIG Invesco Variable Rate Invest Add +785.5% 0.51% +0.45
EWW iShares MSCI Mexico ETF New 0.43% +0.43
EWU iShares MSCI United Kingdom New 0.38% +0.38
IYM iShares U.S. Basic Materials New 0.37% +0.37
VYLD Inverse Vix St Futur ETN New 0.28% +0.28
FLRN SS SPDR BB Ig Float RT ETF New 0.25% +0.25
JNK SS SPDR BB High Yield Bond Add +153.2% 0.38% +0.21
BIL SS SPDR BB 1-3M T-Bill ETF Add +283.1% 0.30% +0.21
RSP Invesco S&P 500 Equal Weight New 0.20% +0.20
CLOI Vaneck Clo ETF New 0.15% +0.15
VOO Vanguard S&P 500 ETF Add +1.3% 3.57% +0.15
QLD Proshares Ultra QQQ New 0.14% +0.14
VB Vanguard Most SM-Cap ETF-Usd Add +0.3% 2.66% +0.10
SPEM State Street SP PTF Em ETF Add +13.6% 0.84% +0.09
INTC Intel Corp. New 0.09% +0.09
AMZN Amazon.com Inc. Add +22.9% 0.43% +0.09
XLSR SS US Sector Rotation Add +7.3% 1.15% +0.09
MU Micron Technology Inc. New 0.08% +0.08
SPYM Ste STR SPDR PT S&P 500 ETF Add +103.4% 0.16% +0.08
CORO Ish Intl CTRY Rot Act ETF New 0.08% +0.08
IALT Ishrs SYS Alt Act ETF New 0.08% +0.08
GSY Invesco Ultra Short Duration Add +58.3% 0.25% +0.07
STX Seagate Technology Holdings New 0.07% +0.07
XBI SS SPDR S&P Biotech ETF Add +4.7% 0.51% +0.07
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +2.2% 2.53% +0.07
LVHI Franklin International Low V New 0.06% +0.06
GGOV iShares Global GB Usd Ha ETF New 0.06% +0.06
ASHR Xtrackers Harvest Csi 300 CH New 0.06% +0.06
ARKK ARK Innovation ETF New 0.06% +0.06
IOO iShares Global 100 ETF New 0.06% +0.06
PWR Quanta Services Inc. New 0.06% +0.06
SPCX Space Exploration Techn Class A New 0.06% +0.06
LMUB iShares LT National Muni BD New 0.06% +0.06
DYNF Ishrs US E F R A ETF-Usd Inc. Add +14.6% 0.32% +0.05
DAL Delta Air Lines Inc. New 0.05% +0.05
CARR Carrier Global Corp. New 0.05% +0.05
USB US Bancorp New 0.05% +0.05
BAC Bank of America Corp. New 0.05% +0.05
IWB iShares Russell 1000 ETF New 0.05% +0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 189$445.3MIVV, AGG, IEFA, VTV, VOO
Q1 2026 176$398.9MAGG, IVV, IEFA, SGOV, VTV
Q4 2025 177$386.3MIVV, AGG, SPY, IEFA, VOO