Legacy Wealth Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), Legacy Wealth Partners, LLC reported 176 stock positions worth $398.9 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 12.0% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 11.3%) and iShares Core MSCI Eafe ETF (IEFA, 6.2%). Compared with Q4 2025, it opened 26 new positions, sold out of 27, added to 68 and reduced 68. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +2187%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −74%).

Most Recent 13F
Q2 2026
Location
Lakewood, CO
CIK
0002066638
Portfolio Value
$398.9M (Q1 2026)
SEC Filing
0002066638-26-000003 ↗ filed Apr 17, 2026

Holdings Value

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

Holdings 176 stocks · $398.9M
AGG iShares Core U.S. Aggregate 11.98% 481,289 $47.8M Reduce -4.3%
IVV iShares Core S&P 500 ETF 11.35% 69,296 $45.3M Reduce -13.2%
IEFA iShares Core MSCI Eafe ETF 6.21% 273,493 $24.8M Add +0.3%
SGOV iShares 0-3 Month Treasury B 5.92% 234,767 $23.6M Add +2187.1%
VTV Vanguard Mrngstr Val ETF-Aui 5.72% 116,322 $22.8M Add +138.6%
VOO Vanguard S&P 500 ETF 3.42% 22,839 $13.6M Add +4.3%
VB Vanguard Most SM-Cap ETF-Usd 2.56% 39,004 $10.2M Add +4.3%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 2.52% 218,024 $10.1M Add +493.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.46% 34,178 $9.8M Add +3.0%
VEA Vanguard Ftse Developed ETF 2.17% 135,254 $8.7M Add +2.9%
NVDA Nvidia Corp. 1.97% 44,985 $7.8M Reduce -6.2%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 1.70% 85,029 $6.8M Add +7.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.58% 9,685 $6.3M Reduce -73.9%
AOR iShares Core 60/40 Balanced 1.55% 96,261 $6.2M Reduce -8.9%
PDBC Invesco Optimum Yield Divers 1.53% 353,500 $6.1M New
EEM iShares MSCI Emerging Market 1.35% 94,911 $5.4M Add +33.7%
VTEB Vanguard Tax-Exempt Bond ETF 1.30% 104,005 $5.2M Reduce -1.1%
IAGG iShares Intl Aggregate Bond 1.19% 95,019 $4.8M Add +948.8%
AOA iShares Core 80/20 Aggressiv 1.11% 50,120 $4.4M Reduce -11.0%
XLSR SS US Sector Rotation 1.07% 73,754 $4.3M Add +7.8%
SPDW Ste STR SPDR PT DW Eu ETF 1.02% 88,729 $4.1M Add +6.0%
AAPL Apple Inc. 0.97% 15,209 $3.9M Add +3.1%
VWO Vanguard Ftse Emerging Marke 0.77% 56,620 $3.1M Add +2.8%
SPEM State Street SP PTF Em ETF 0.74% 63,295 $3.0M Add +8.7%
BNDX Vanguard Total Intl Bond ETF 0.74% 61,403 $3.0M Add +9.2%
IWM iShares Russell 2000 ETF 0.72% 11,568 $2.9M Add +21.5%
BSV Vanguard Short-Term Bond ETF 0.67% 33,879 $2.7M Add +10.4%
FISR SS Fi Sector Rotation 0.60% 92,538 $2.4M Add +43.7%
MSFT Microsoft Corp. 0.55% 5,943 $2.2M Reduce -9.6%
IEF iShares 7-10 Year Treasury B 0.52% 21,624 $2.1M Add +159.7%
DXJ Wisdomtree Japan Hedged Eq 0.47% 11,810 $1.9M New
USDU Wisdomtree BBG Usd Bullish 0.47% 71,083 $1.9M New
XLE SS Energy Select Sector 0.46% 30,012 $1.8M New
SHY iShares 1-3 Year Treasury Bo 0.45% 21,696 $1.8M Add +31.7%
EFA iShares MSCI Eafe ETF 0.44% 18,056 $1.8M Reduce -0.1%
GLD SPDR Gold Shares 0.44% 4,043 $1.7M Reduce -70.9%
XBI SS SPDR S&P Biotech ETF 0.44% 13,595 $1.7M Reduce -11.1%
RPV Invesco S&P 500 Pure Value E 0.42% 15,650 $1.7M New
COMT iShares Gsci Commodity Dynam 0.42% 49,268 $1.7M New
GVI iShares Intermediate Governm 0.41% 15,368 $1.6M Add +14.8%
EWX State Street SPDR S&P Emergi 0.41% 24,793 $1.6M Add +15.0%
SHV iShares 0-1 Year Treasury Bo 0.41% 14,674 $1.6M Add +12.0%
VXF Vanguard Extended Market ETF 0.39% 7,493 $1.5M Add +2.9%
SSO Proshares Ultra S&P500 0.38% 29,370 $1.5M Reduce -82.4%
AOM iShares Core 40/60 Moderate 0.37% 31,035 $1.5M Reduce -6.9%
SPSM SS SPDR P S&P 600 Small Cap 0.37% 30,191 $1.5M Reduce -15.9%
CERY SS SPDR BBG En RY CM St N-Ui 0.36% 41,034 $1.4M Add +45.5%
UWM Proshares Ultra RUSSELL2000 0.35% 29,802 $1.4M Add +4.6%
AMZN Amazon.com Inc. 0.34% 6,554 $1.4M Reduce -4.3%
BIV Vanguard Intermediate-Term B 0.33% 17,116 $1.3M Add +9.7%
IEMG iShares Core MSCI Emerging 0.32% 18,349 $1.3M Add +1.7%
VMBS Vanguard Mortgage-Backed Sec 0.31% 26,648 $1.3M Add +9.6%
EET Proshares Ult MSCI Emer MKTS 0.31% 14,842 $1.2M Add +91.3%
IVE iShares S&P 500 Value ETF 0.30% 5,740 $1.2M Reduce -9.4%
BLV Vanguard Long-Term Bond ETF 0.30% 17,565 $1.2M Add +10.4%
BRK.B Berkshire Hathaway Inc. Class B 0.29% 2,422 $1.2M Add +7.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.29% 2,651 $1.2M Reduce -20.1%
QQQ Invesco QQQ Trust Series 1 0.29% 1,986 $1.1M New
LLY Eli Lilly & Co. 0.28% 1,224 $1.1M Reduce -2.2%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.27% 18,458 $1.1M Reduce -10.1%
SPMD SS SPDR P S&P 400 Midcap ETF 0.25% 17,077 $1.0M Add +7.2%
IVW iShares S&P 500 Growth ETF 0.25% 8,919 $1.0M Reduce -4.7%
AVGO Broadcom Inc. 0.24% 3,110 $963K Reduce -1.0%
EFV iShares MSCI Eafe Value ETF 0.24% 12,934 $962K Reduce -11.4%
GOOGL Alphabet Inc. Class A 0.24% 3,331 $958K Reduce -4.6%
JPM JPMorgan Chase & Co. 0.23% 3,150 $927K Add +2.4%
LDUR PIMCO Enhanced Low Duration 0.23% 9,505 $911K New
AVSF Avantis Short-Term Fixed Inc. 0.23% 19,437 $910K New
IDEV iShares Core MSCI Dev MKTS 0.22% 10,479 $876K Reduce -24.8%
MUB iShares National Muni Bond E 0.22% 8,100 $860K Add +30.5%
GWX State Street SPDR S&P Intern 0.21% 19,930 $842K Add +8.6%
COST Costco Wholesale Corp. 0.19% 768 $765K Reduce -4.0%
GBIL Goldman Sachs Access Treasur 0.19% 7,377 $739K Reduce -8.4%
JNJ Johnson & Johnson 0.18% 2,973 $727K Add +2.7%
IJR iShares Core S&P Small-Cap E 0.18% 5,693 $708K Reduce -5.1%
AOK iShares Core 30/70 Conservat 0.18% 17,680 $705K Reduce -1.2%
GSY Invesco Ultra Short Duration 0.18% 13,936 $698K New
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.17% 26,453 $696K Reduce -24.9%
BSX Boston Scientific Corp. 0.17% 10,933 $686K Reduce -0.2%
VEU Vanguard Ftse All-World Ex-U 0.17% 9,082 $682K Reduce -0.1%
MBB iShares MBS ETF 0.17% 7,155 $679K Reduce -4.3%
JNK SS SPDR BB High Yield Bond 0.17% 6,955 $666K Add +75.4%
XYL Xylem Inc. 0.16% 5,369 $642K Add +138.2%
XOM Exxon Mobil Corp. 0.16% 3,670 $623K Reduce -18.9%
EMHC SS SPDR BB Em Usd Bond ETF 0.15% 24,453 $606K Add +7.1%
META Meta Platforms Inc. Class A 0.15% 1,019 $583K Reduce -0.8%
SPLB SS SPDR P Long Term C ETF 0.14% 25,964 $577K New
EPD Enterprise Products Partners 0.14% 15,096 $571K No change
ABBV Abbvie Inc. 0.14% 2,600 $565K Add +14.9%
KAMO Kensington Credit Opport ETF filed as MANAGED PORTFOLIO SERIES 0.14% 22,844 $564K Add +5.2%
ISCB iShares Morningstar SM Cap 0.14% 8,626 $561K Add +0.1%
VTI VG Morningstar TS MKT ETF-US 0.14% 1,725 $554K Reduce -12.7%
IJH iShares Core S&P Midcap ETF 0.14% 8,054 $544K Reduce -0.8%
KORP American Century Diversified 0.14% 11,643 $543K Add +6.7%
QUAL iShares MSCI USA Quality Fac 0.13% 2,742 $526K Add +4.9%
EFG iShares MSCI Eafe Growth ETF 0.13% 4,677 $521K New
TLH iShares 10-20 Year Treasury 0.13% 5,062 $510K Reduce -11.1%
SRLN SS Blackstone Sr Loan ETF 0.13% 12,596 $506K Add +8.2%
LST Leuthold Sel Ind filed as MANAGED PORTFOLIO SERIES 0.12% 12,258 $496K New
JQUA JPMorgan US Quality Factor 0.12% 7,899 $484K Reduce -6.3%
SYY Sysco Corp. 0.12% 6,787 $484K Reduce -1.6%
BAI Ishrs AI in and Tech Act ETF 0.12% 14,645 $483K Add +8.1%
ESGU iShares ESG Aware MSCI USA 0.12% 3,357 $475K Reduce -2.3%
GOVT iShares US Treasury Bond ETF 0.12% 20,347 $466K New
J Jacobs Solutions Inc. 0.11% 3,590 $457K No change
THRO iShares U.S. Thematic Rotati 0.11% 12,201 $442K Add +5.7%
RTX RTX Corp. 0.11% 2,199 $424K New
LMT Lockheed Martin Corp. 0.11% 702 $424K Add +60.3%
CTAS Cintas Corp. 0.10% 2,335 $395K Reduce -6.5%
IWS iShares Russell Mid-Cap Valu 0.10% 2,708 $395K Add +10.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 1,610 $390K Add +8.3%
PFF iShares Preferred & Income S 0.09% 12,471 $378K No change
V Visa Inc. Class A 0.09% 1,251 $378K Reduce -5.3%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.09% 2,045 $377K Add +5.0%
ILCV iShares Morningstar Value Et 0.09% 3,980 $371K No change
MTUM iShares MSCI USA Momentum Fa 0.09% 1,539 $369K Add +1.2%
IDU iShares US Utilities ETF 0.09% 3,122 $362K No change
LRCX Lam Research Corp. 0.09% 1,691 $361K Add +3.9%
CVX Chevron Corp. 0.09% 1,733 $359K Reduce -43.5%
MO Altria Group Inc. 0.09% 5,341 $352K Reduce -8.7%
BIL SS SPDR BB 1-3M T-Bill ETF 0.09% 3,760 $345K New
WMT Walmart Inc. 0.09% 2,758 $343K Add +0.6%
MUFG Mitsubishi Ufj Finl-Spon ADR 0.09% 20,154 $342K No change
BSCS Invesco Bulletshares 2028 CB 0.09% 16,734 $342K Reduce -1.0%
BLCR iShares LRG CP CR Act ETF-Ui 0.09% 8,287 $340K New
GE General Electric filed as GE AEROSPACE 0.08% 1,194 $339K No change
MA Mastercard Inc. Class A 0.08% 678 $339K Reduce -3.1%
BSCQ Invesco Bulletshares 2026 CB 0.08% 17,303 $338K Reduce -2.6%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.08% 1,312 $338K Reduce -39.3%
BSCY Invesco Bulletshares 2034 CB 0.08% 16,304 $337K Reduce -2.4%
BSCU Invesco Bulletshares 2030 CB 0.08% 20,110 $336K Reduce -2.2%
BSCR Invesco Bulletshares 2027 CB 0.08% 17,095 $335K Reduce -2.7%
IYE iShares U.S. Energy ETF 0.08% 5,178 $335K New
BSCW Invesco Bulletshares 2032 CB 0.08% 16,281 $335K Reduce -2.8%
AON Aon PLC Class A 0.08% 1,037 $335K No change
BSCZ Invesco Bulletshares 2035 CB 0.08% 16,285 $334K Add +2.1%
BSCT Invesco Bulletshares 2029 CB 0.08% 17,825 $333K Reduce -4.2%
BSCV Invesco Bulletshares 2031 CB 0.08% 20,152 $332K Reduce -1.3%
BSCX Invesco Bulletshares 2033 CB 0.08% 15,578 $329K Reduce -4.2%
MCD McDonald's Corp. 0.08% 1,026 $319K Add +4.5%
AMD Advanced Micro Devices 0.08% 1,561 $318K Add +5.8%
TIPX SS SPDR BB 1-10YR Tips ETF 0.08% 16,445 $316K Add +7.8%
T AT&T Inc. 0.08% 10,873 $315K Reduce -7.5%
KLAC KLA Corp. 0.08% 210 $309K Add +6.6%
SPYM Ste STR SPDR PT S&P 500 ETF 0.08% 4,038 $309K Add +24.1%
EBND State Street SPDR Bloomberg 0.08% 14,938 $308K Add +6.5%
IBIT iShares Bitcoin Trust ETF 0.08% 7,885 $303K Add +13.4%
BINC iShares Flex I A ETF-Usd Inc. 0.08% 5,816 $302K Reduce -11.9%
DUK Duke Energy Corp. 0.08% 2,305 $302K Reduce -2.2%
HD Home Depot Inc. 0.07% 897 $295K Reduce -2.5%
GOOG Alphabet Inc. Class C 0.07% 1,027 $295K Reduce -2.3%
IDEF Ishars Def Ind TC Ac ETF-Ui 0.07% 8,791 $288K New
UGL Proshares Ultra Gold 0.07% 4,662 $287K Reduce -86.1%
IAU iShares Gold Trust 0.07% 3,196 $282K Reduce -74.8%
FLV American Century Focused Lar 0.07% 3,658 $281K Add +5.0%
GEV GE Vernova Inc. 0.07% 321 $280K New
SCHX Schwab US Large-Cap ETF 0.07% 10,761 $276K No change
VRIG Invesco Variable Rate Invest 0.06% 10,239 $256K New
KO The Coca-Cola Co. 0.06% 3,361 $256K Reduce -0.6%
TT Trane Technologies PLC 0.06% 609 $254K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.06% 1,514 $242K Add +2.3%
FDX FedEx Corp. 0.06% 651 $232K New
CSCO Cisco Systems Inc. 0.06% 2,942 $228K Reduce -11.0%
HCA HCA Healthcare Inc. 0.06% 475 $225K New
IYF iShares US Financials ETF 0.05% 1,855 $218K No change
PEP Pepsico Inc. 0.05% 1,397 $217K Reduce -5.5%
VIG Vanguard Dividend Apprec ETF 0.05% 1,002 $215K No change
VCIT Vanguard Int-Term Corporate 0.05% 2,575 $213K Reduce -6.2%
JPST JPMorgan Ultra-Short Income 0.05% 4,202 $213K Add +3.5%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.05% 2,565 $212K No change
IYW iShares Ustechnology ETF 0.05% 1,151 $209K Reduce -13.1%
AMAT Applied Materials Inc. 0.05% 600 $205K New
PFE Pfizer Inc. 0.05% 7,281 $204K New
F Ford Motor Co. filed as FORD MTR CO 0.03% 11,510 $133K Reduce -7.2%
TALK Talkspace Inc. 0.02% 15,527 $80K No change
TNYA Tenaya Therapeutics Inc. 0.00% 14,084 $10K No change

Portfolio Sells Q4 2025 → Q1 2026
SPY SS SPDR S&P 500 ETF Trust-US Reduce -73.9% 1.58% −4.97
IVV iShares Core S&P 500 ETF Reduce -13.2% 11.35% −2.80
SSO Proshares Ultra S&P500 Reduce -82.4% 0.38% −2.12
AGG iShares Core U.S. Aggregate Reduce -4.3% 11.98% −1.02
GLD SPDR Gold Shares Reduce -70.9% 0.44% −0.99
USHY iShares Broad Usd High Yield Sold out 0.00% −0.49
LVHI Franklin International Low V Sold out 0.00% −0.45
STIP iShares 0-5 Year Tips Bond E Sold out 0.00% −0.41
UGL Proshares Ultra Gold Reduce -86.1% 0.07% −0.41
AMLP Alerian MLP ETF Sold out 0.00% −0.41
RSP Invesco S&P 500 Equal Weight Sold out 0.00% −0.40
XLI SS Industrial Select Sector Sold out 0.00% −0.39
NANR Sta STR SP S&P Nor An Res-Ui Sold out 0.00% −0.38
NVDA Nvidia Corp. Reduce -6.2% 1.97% −0.35
TSLA Tesla Inc. Sold out 0.00% −0.27
MSFT Microsoft Corp. Reduce -9.6% 0.55% −0.27
QQQM Invesco Nasdaq 100 ETF Sold out 0.00% −0.25
AOR iShares Core 60/40 Balanced Reduce -8.9% 1.55% −0.23
OEF iShares S&P 100 ETF Sold out 0.00% −0.22
IAU iShares Gold Trust Reduce -74.8% 0.07% −0.20
AOA iShares Core 80/20 Aggressiv Reduce -11.0% 1.11% −0.19
VONG Vanguard Russell 1000 Growth Sold out 0.00% −0.18
VYLD Inverse Vix St Futur ETN Sold out 0.00% −0.15
VUG Vanguard Mrngstar GR ETF-Sui Reduce -20.1% 0.29% −0.13
BSX Boston Scientific Corp. Reduce -0.2% 0.17% −0.10
SPYG SS SPDR P S&P 500 Growth ETF Sold out 0.00% −0.09
SONY Sony Group Corp. - SP ADR Sold out 0.00% −0.08
IDEV iShares Core MSCI Dev MKTS Reduce -24.8% 0.22% −0.08
QLD Proshares Ultra QQQ Sold out 0.00% −0.07
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -39.3% 0.08% −0.07
SPSM SS SPDR P S&P 600 Small Cap Reduce -15.9% 0.37% −0.07
VTEB Vanguard Tax-Exempt Bond ETF Reduce -1.1% 1.30% −0.07
AMZN Amazon.com Inc. Reduce -4.3% 0.34% −0.07
SPTL SS SPDR PF LNG TRM TSY E-Usd Reduce -24.9% 0.17% −0.07
LLY Eli Lilly & Co. Reduce -2.2% 0.28% −0.07
EMB iShares JP Morgan Usd Emergi Sold out 0.00% −0.06
ORCL Oracle Corp. Sold out 0.00% −0.06
ABT Abbott Laboratories Sold out 0.00% −0.06
BAC Bank of America Corp. Sold out 0.00% −0.06
COF Capital One Financial Corp. Sold out 0.00% −0.06
ITA iShares U.S. Aerospace & Def Sold out 0.00% −0.06
USB US Bancorp Sold out 0.00% −0.06
DYNF Ishrs US E F R A ETF-Usd Inc. Reduce -10.1% 0.27% −0.05
OTIS Otis Worldwide Corp. Sold out 0.00% −0.05
IEI iShares 3-7 Year Treasury Bo Sold out 0.00% −0.05
SUB iShares Short-Term National Sold out 0.00% −0.05
INTU Intuit Inc. Sold out 0.00% −0.05
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.05
XBI SS SPDR S&P Biotech ETF Reduce -11.1% 0.44% −0.05
IVW iShares S&P 500 Growth ETF Reduce -4.7% 0.25% −0.05

Portfolio Buys Q4 2025 → Q1 2026
SGOV iShares 0-3 Month Treasury B Add +2187.1% 5.92% +5.66
VTV Vanguard Mrngstr Val ETF-Aui Add +138.6% 5.72% +3.31
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +493.4% 2.52% +2.08
PDBC Invesco Optimum Yield Divers New 1.53% +1.53
IAGG iShares Intl Aggregate Bond Add +948.8% 1.19% +1.07
DXJ Wisdomtree Japan Hedged Eq New 0.47% +0.47
USDU Wisdomtree BBG Usd Bullish New 0.47% +0.47
XLE SS Energy Select Sector New 0.46% +0.46
RPV Invesco S&P 500 Pure Value E New 0.42% +0.42
COMT iShares Gsci Commodity Dynam New 0.42% +0.42
EEM iShares MSCI Emerging Market Add +33.7% 1.35% +0.35
IEF iShares 7-10 Year Treasury B Add +159.7% 0.52% +0.31
QQQ Invesco QQQ Trust Series 1 New 0.29% +0.29
LDUR PIMCO Enhanced Low Duration New 0.23% +0.23
AVSF Avantis Short-Term Fixed Inc. New 0.23% +0.23
GSY Invesco Ultra Short Duration New 0.18% +0.18
FISR SS Fi Sector Rotation Add +43.7% 0.60% +0.16
CERY SS SPDR BBG En RY CM St N-Ui Add +45.5% 0.36% +0.15
EET Proshares Ult MSCI Emer MKTS Add +91.3% 0.31% +0.15
SPLB SS SPDR P Long Term C ETF New 0.14% +0.14
EFG iShares MSCI Eafe Growth ETF New 0.13% +0.13
LST Leuthold Sel Ind New 0.12% +0.12
GOVT iShares US Treasury Bond ETF New 0.12% +0.12
IWM iShares Russell 2000 ETF Add +21.5% 0.72% +0.11
RTX RTX Corp. New 0.11% +0.11
SHY iShares 1-3 Year Treasury Bo Add +31.7% 0.45% +0.10
BIL SS SPDR BB 1-3M T-Bill ETF New 0.09% +0.09
BLCR iShares LRG CP CR Act ETF-Ui New 0.09% +0.09
IYE iShares U.S. Energy ETF New 0.08% +0.08
XYL Xylem Inc. Add +138.2% 0.16% +0.08
IDEF Ishars Def Ind TC Ac ETF-Ui New 0.07% +0.07
GEV GE Vernova Inc. New 0.07% +0.07
JNK SS SPDR BB High Yield Bond Add +75.4% 0.17% +0.07
VRIG Invesco Variable Rate Invest New 0.06% +0.06
TT Trane Technologies PLC New 0.06% +0.06
VB Vanguard Most SM-Cap ETF-Usd Add +4.3% 2.56% +0.06
FDX FedEx Corp. New 0.06% +0.06
HCA HCA Healthcare Inc. New 0.06% +0.06
SPDW Ste STR SPDR PT DW Eu ETF Add +6.0% 1.02% +0.05
AMAT Applied Materials Inc. New 0.05% +0.05
LMT Lockheed Martin Corp. Add +60.3% 0.11% +0.05
PFE Pfizer Inc. New 0.05% +0.05
VEA Vanguard Ftse Developed ETF Add +2.9% 2.17% +0.05
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +7.5% 1.70% +0.05
EWX State Street SPDR S&P Emergi Add +15.0% 0.41% +0.04
MUB iShares National Muni Bond E Add +30.5% 0.22% +0.04
BSV Vanguard Short-Term Bond ETF Add +10.4% 0.67% +0.04
GVI iShares Intermediate Governm Add +14.8% 0.41% +0.04
SPEM State Street SP PTF Em ETF Add +8.7% 0.74% +0.04
BNDX Vanguard Total Intl Bond ETF Add +9.2% 0.74% +0.04

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