Legacy Wealth Partners, LLC
CIK 2066638
13F filing for Q2 2026・No. 4,207
- Holdings
- US$445.26M
- Quarter change
- +US$46.34M
- Entries
- 189
- Net bought (estimate)
- +US$15.31M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 33
- Sold out 20
- Cut 64
- Added 81
- Corporate actions 0
- Unchanged 11
Largest holdings
189 stocks worth US$445.26M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 83,004 | US$62.16M | 13.96% |
| ISHARES TRCORE US AGGBD ET | Cut | 478,994 | US$47.41M | 10.65% |
| ISHARES TRCORE MSCI EAFE | Cut | 246,985 | US$23.85M | 5.36% |
| VANGUARD INDEX FDSVALUE ETF | Cut | 91,743 | US$19.99M | 4.49% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 23,126 | US$15.88M | 3.57% |
| EEMISHARES TRMSCI EMG MKT ETF | Added | 189,608 | US$12.97M | 2.91% |
| VANGUARD INDEX FDSSMALL CP ETF | Added | 39,103 | US$11.85M | 2.66% |
| VANGUARD INDEX FDSMID CAP ETF | AddedSplit 4:1 | 139,681 | US$11.25M | 2.53% |
| ISHARES TRCORE UNIVRSL USD | Added | 239,969 | US$11.07M | 2.49% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 137,234 | US$9.78M | 2.20% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 22, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.