§ 13F · FUND PROFILE
Legacy Wealth Partners, LLC.
AUM · $445M (13F)Positions · 189Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$38M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 83K | $62M | 14.0% | +20% |
| 2 | AGG | ISHARES TR | 479K | $47M | 10.6% | ±0% |
| 3 | IEFA | ISHARES TR | 247K | $24M | 5.4% | −10% |
| 4 | VTV | VANGUARD INDEX FDS | 92K | $20M | 4.5% | −21% |
| 5 | VOO | VANGUARD INDEX FDS | 23K | $16M | 3.6% | +1% |
| 6 | EEM | ISHARES TR | 190K | $13M | 2.9% | +100% |
| 7 | VB | VANGUARD INDEX FDS | 39K | $12M | 2.7% | ±0% |
| 8 | VO | VANGUARD INDEX FDS | 140K | $11M | 2.5% | +309% |
| 9 | IUSB | ISHARES TR | 240K | $11M | 2.5% | +10% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 137K | $10M | 2.2% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Wealth Partners, LLC is a Other fund managing $445 million in assets. The fund runs a portfolio of 189 positions.
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