2026 Q3 Portfolio Activity
In 2026 Q3, Legacy Wealth Partners, LLC maintained a portfolio of 215 distinct positions. The most significant new addition was ISHARES TR, now representing 3.26% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 1724.4%. The fund also reduced its exposure to VANGUARD INDEX FDS by 75.1%.
Position History
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Total Positions
215
Quarter
2026 Q3
Top Holding
IVV (14.0%)
Top 10 Concentration
48.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 215
Legacy Wealth Partners, LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 14.05% | 13.96% |
#1
Prev: #1
|
6.5 |
—
|
1,741 | 2.1% |
P
S
|
84,745 | $64,901,853 |
$690.61
+10.6%
|
2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | ||
|
AGG
ISHARES TR
|
ETF | 9.45% | 10.65% |
#2
Prev: #2
|
5.8 |
—
|
-17,274 | -3.6% |
P
S
|
461,720 | $43,650,978 |
$96.90
-1.0%
|
2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | ||
|
IEFA
ISHARES TR
|
ETF | 5.31% | 5.36% |
#3
Prev: #3
|
3.6 |
—
|
6,305 | 2.6% |
P
S
|
253,290 | $24,538,722 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 3.49% | 3.57% |
#4
1
Prev: #5
|
2.4 |
—
|
-102 | -0.4% |
P
S
|
23,024 | $16,136,733 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
DIVB
ISHARES TR
|
ETF | 3.26% | — |
#5
Prev: #—
|
5.3 |
—
|
233,415 | — |
NEW
|
233,415 | $15,057,602 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.86% | — |
#6
Prev: #—
|
4.6 |
—
|
17,856 | — |
NEW
|
17,856 | $13,209,220 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.74% | 2.03% |
#7
5
Prev: #12
|
3.6 |
—
|
4,521 | 37.4% |
P
S
|
16,606 | $12,664,083 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 2.46% | 2.66% |
#8
1
Prev: #7
|
1.5 |
—
|
878 | 2.2% |
P
S
|
39,981 | $11,374,071 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 2.43% | 2.53% |
#9
1
Prev: #8
|
1.5 |
—
|
3,562 | 2.6% |
P
S
|
143,243 | $11,233,130 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
SGOV
ISHARES TR
|
ETF | 2.43% | 0.14% |
#10
86
Prev: #96
|
4.0 |
—
|
105,411 | 1724.4% |
P
S
|
111,524 | $11,228,236 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
IUSB
ISHARES TR
|
ETF | 2.39% | 2.49% |
#11
2
Prev: #9
|
1.5 |
—
|
10,155 | 4.2% |
P
S
|
250,124 | $11,027,951 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 2.16% | 2.20% |
#12
2
Prev: #10
|
1.4 |
—
|
4,100 | 3.0% |
P
S
|
141,334 | $9,979,569 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
EEM
ISHARES TR
|
ETF | 1.91% | 2.91% |
#13
7
Prev: #6
|
0.8 |
—
|
-57,401 | -30.3% |
P
S
|
132,207 | $8,830,108 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
PDBC
INVESCO ACTVELY...
|
ETF | 1.54% | 0.51% |
#14
20
Prev: #34
|
3.6 |
—
|
224,464 | 156.2% |
P
S
|
368,183 | $7,105,932 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
HYG
ISHARES TR
|
ETF | 1.52% | 1.57% |
#15
1
Prev: #14
|
1.1 |
—
|
3,558 | 4.1% |
P
S
|
91,074 | $7,031,828 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
AOR
ISHARES TR
|
ETF | 1.42% | 1.53% |
#16
1
Prev: #15
|
1.1 |
—
|
-2,329 | -2.4% |
P
S
|
95,689 | $6,556,609 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
XLSR
SSGA ACTIVE TR
|
ETF | 1.32% | 1.15% |
#17
Prev: #17
|
2.5 |
—
|
12,861 | 16.2% |
P
S
|
92,011 | $6,110,451 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.26% | 1.12% |
#18
Prev: #18
|
1.0 |
—
|
449 | 1.8% |
P
S
|
25,442 | $5,810,497 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
AOA
ISHARES TR
|
ETF | 1.13% | 1.11% |
#19
Prev: #19
|
2.5 |
—
|
2,676 | 5.3% |
P
S
|
53,501 | $5,204,058 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
QLD
PROSHARES TR
|
ETF | 1.07% | 0.14% |
#20
77
Prev: #97
|
3.4 |
—
|
45,285 | 727.2% |
P
S
|
51,512 | $4,927,123 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 1.07% | 4.49% |
#21
17
Prev: #4
|
0.4 |
—
|
-68,942 | -75.1% |
P
S
|
22,801 | $4,926,792 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 1.05% | 0.78% |
#22
3
Prev: #25
|
2.9 |
—
|
27,549 | 40.0% |
P
S
|
96,383 | $4,839,390 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 1.03% | 1.21% |
#23
7
Prev: #16
|
0.9 |
—
|
-5,914 | -5.6% |
P
S
|
100,586 | $4,763,753 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
AAPL
APPLE INC
|
Technology | 1.02% | 0.93% |
#24
3
Prev: #21
|
0.9 |
—
|
-83 | -0.6% |
P
S
|
14,206 | $4,730,791 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 0.94% | 1.06% |
#25
5
Prev: #20
|
0.9 |
—
|
-4,841 | -5.2% |
P
S
|
88,390 | $4,348,792 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.88% | 0.84% |
#26
3
Prev: #23
|
2.4 |
—
|
6,596 | 9.2% |
P
S
|
78,515 | $4,063,936 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
FISR
SSGA ACTIVE TR
|
ETF | 0.83% | 0.44% |
#27
13
Prev: #40
|
3.3 |
—
|
80,370 | 105.5% |
P
S
|
156,575 | $3,821,996 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.75% | 0.55% |
#28
4
Prev: #32
|
0.8 |
—
|
132 | 2.0% |
P
S
|
6,738 | $3,455,798 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.74% | 0.77% |
#29
2
Prev: #27
|
0.8 |
—
|
289 | 0.5% |
P
S
|
57,775 | $3,426,657 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.68% | 0.70% |
#30
Prev: #30
|
0.8 |
—
|
2,675 | 4.2% |
P
S
|
66,804 | $3,131,103 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.63% | 0.62% |
#31
Prev: #31
|
2.3 |
—
|
2,204 | 6.2% |
P
S
|
37,917 | $2,896,859 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
DXJ
WISDOMTREE TR
|
Unknown | 0.61% | 0.51% |
#32
4
Prev: #36
|
2.7 |
—
|
2,656 | 20.3% |
P
S
|
15,721 | $2,838,495 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
SHV
ISHARES TR
|
ETF | 0.60% | 0.45% |
#33
6
Prev: #39
|
2.7 |
—
|
6,928 | 38.5% |
P
S
|
24,940 | $2,751,381 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
PDBA
INVESCO ACTVELY...
|
Unknown | 0.59% | — |
#34
Prev: #—
|
3.7 |
—
|
72,086 | — |
NEW
|
72,086 | $2,707,550 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
HDV
ISHARES TR
|
ETF | 0.58% | — |
#35
Prev: #—
|
3.7 |
—
|
96,107 | — |
NEW
|
96,107 | $2,687,152 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
XLE
SELECT SECTOR S...
|
ETF | 0.57% | 0.42% |
#36
7
Prev: #43
|
2.7 |
—
|
7,357 | 20.8% |
P
S
|
42,731 | $2,627,957 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
ILF
ISHARES TR
|
ETF | 0.56% | — |
#37
Prev: #—
|
3.7 |
—
|
75,140 | — |
NEW
|
75,140 | $2,592,330 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
IEI
ISHARES TR
|
ETF | 0.54% | — |
#38
Prev: #—
|
3.7 |
—
|
22,028 | — |
NEW
|
22,028 | $2,498,856 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
AGZ
ISHARES TR
|
Bond/Debt | 0.53% | — |
#39
Prev: #—
|
3.7 |
—
|
23,167 | — |
NEW
|
23,167 | $2,468,212 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
IXJ
ISHARES TR
|
ETF | 0.50% | 0.47% |
#40
2
Prev: #38
|
2.2 |
—
|
1,394 | 6.5% |
P
S
|
22,761 | $2,324,353 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
SSO
PROSHARES TR
|
ETF | 0.50% | 0.11% |
#41
72
Prev: #113
|
3.2 |
—
|
26,401 | 377.2% |
P
S
|
33,400 | $2,315,591 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 0.50% | — |
#42
Prev: #—
|
3.7 |
—
|
7,525 | — |
NEW
|
7,525 | $2,292,416 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
IJJ
ISHARES TR
|
ETF | 0.48% | — |
#43
Prev: #—
|
3.7 |
—
|
16,115 | — |
NEW
|
16,115 | $2,219,197 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.46% | 0.43% |
#44
2
Prev: #42
|
2.2 |
—
|
453 | 5.6% |
P
S
|
8,505 | $2,119,021 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
EFA
ISHARES TR
|
ETF | 0.40% | 0.41% |
#45
Prev: #45
|
0.7 |
—
|
-30 | -0.2% |
P
S
|
17,702 | $1,839,009 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 0.38% | 0.42% |
#46
2
Prev: #44
|
0.7 |
—
|
-61 | -0.8% |
P
S
|
7,485 | $1,733,751 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.35% | 0.32% |
#47
7
Prev: #54
|
2.1 |
—
|
359 | 12.5% |
P
S
|
3,233 | $1,609,779 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 0.34% | 0.36% |
#48
1
Prev: #49
|
2.1 |
—
|
2,037 | 7.3% |
P
S
|
29,774 | $1,573,854 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
CERY
SPDR SERIES TRU...
|
Unknown | 0.34% | 0.34% |
#49
2
Prev: #51
|
0.6 |
—
|
-5,803 | -12.7% |
P
S
|
39,772 | $1,559,858 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 | |||
|
AOM
ISHARES TR
|
ETF | 0.34% | 0.35% |
#50
Prev: #50
|
0.6 |
—
|
856 | 2.8% |
P
S
|
31,757 | $1,547,832 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-15 |
Showing 1-50 of 215 holdings