2026 Q2 Portfolio Activity
In 2026 Q2, Legacy Wealth Partners, LLC maintained a portfolio of 209 distinct positions. The most significant new addition was ISHARES TR, now representing 2.17% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 19.8%. The fund also reduced its exposure to ISHARES TR by 97.4%.
Position History
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Total Positions
209
Quarter
2026 Q2
Top Holding
IVV (14.0%)
Top 10 Concentration
50.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 209
Legacy Wealth Partners, LLC Full Holdings List — 2026 Q2
| 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 | 13.96% | 11.35% |
#1
1
Prev: #2
|
8.0 |
—
|
13,708 | 19.8% |
P
S
|
83,004 | $62,160,666 |
$691.20
+8.6%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | ||
|
AGG
ISHARES TR
|
ETF | 10.65% | 11.98% |
#2
1
Prev: #1
|
6.0 |
—
|
-2,295 | -0.5% |
P
S
|
478,994 | $47,410,830 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IEFA
ISHARES TR
|
ETF | 5.36% | 6.21% |
#3
Prev: #3
|
3.6 |
—
|
-26,508 | -9.7% |
P
S
|
246,985 | $23,853,786 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 4.49% | 5.72% |
#4
1
Prev: #5
|
2.3 |
—
|
-24,579 | -21.1% |
P
S
|
91,743 | $19,993,486 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 3.57% | 3.42% |
#5
1
Prev: #6
|
2.4 |
—
|
287 | 1.3% |
P
S
|
23,126 | $15,883,187 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
EEM
ISHARES TR
|
ETF | 2.91% | 1.35% |
#6
10
Prev: #16
|
4.2 |
—
|
94,697 | 99.8% |
P
S
|
189,608 | $12,971,100 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 2.66% | 2.56% |
#7
Prev: #7
|
1.6 |
—
|
99 | 0.3% |
P
S
|
39,103 | $11,852,999 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 2.53% | 2.46% |
#8
1
Prev: #9
|
4.0 |
—
|
105,503 | 308.7% |
P
S
|
139,681 | $11,254,085 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IUSB
ISHARES TR
|
ETF | 2.49% | 2.52% |
#9
1
Prev: #8
|
3.0 |
—
|
21,945 | 10.1% |
P
S
|
239,969 | $11,074,586 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 2.20% | 2.17% |
#10
Prev: #10
|
1.4 |
—
|
1,980 | 1.5% |
P
S
|
137,234 | $9,777,903 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
USHY
ISHARES TR
|
ETF | 2.17% | — |
#11
Prev: #—
|
4.4 |
—
|
260,491 | — |
NEW
|
260,491 | $9,643,377 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.03% | 1.58% |
#12
1
Prev: #13
|
3.3 |
—
|
2,400 | 24.8% |
P
S
|
12,085 | $9,024,423 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IWM
ISHARES TR
|
ETF | 1.63% | 0.72% |
#13
13
Prev: #26
|
3.7 |
—
|
12,562 | 108.6% |
P
S
|
24,130 | $7,249,791 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
HYG
ISHARES TR
|
ETF | 1.57% | 1.70% |
#14
2
Prev: #12
|
1.1 |
—
|
2,487 | 2.9% |
P
S
|
87,516 | $6,998,655 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
AOR
ISHARES TR
|
ETF | 1.53% | 1.55% |
#15
1
Prev: #14
|
1.1 |
—
|
1,757 | 1.8% |
P
S
|
98,018 | $6,812,282 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 1.21% | 1.30% |
#16
1
Prev: #17
|
1.0 |
—
|
2,495 | 2.4% |
P
S
|
106,500 | $5,386,770 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
XLSR
SSGA ACTIVE TR
|
ETF | 1.15% | 1.07% |
#17
3
Prev: #20
|
2.5 |
—
|
5,396 | 7.3% |
P
S
|
79,150 | $5,133,669 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.12% | 1.97% |
#18
7
Prev: #11
|
0.4 |
—
|
-19,992 | -44.4% |
P
S
|
24,993 | $5,000,812 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
AOA
ISHARES TR
|
ETF | 1.11% | 1.11% |
#19
Prev: #19
|
0.9 |
—
|
705 | 1.4% |
P
S
|
50,825 | $4,960,509 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 1.06% | 1.19% |
#20
2
Prev: #18
|
0.9 |
—
|
-1,788 | -1.9% |
P
S
|
93,231 | $4,717,489 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
AAPL
APPLE INC
|
Technology | 0.93% | 0.97% |
#21
1
Prev: #22
|
0.9 |
—
|
-920 | -6.0% |
P
S
|
14,289 | $4,134,715 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
UJB
PROSHARES TR
|
ETF | 0.91% | — |
#22
Prev: #—
|
3.9 |
—
|
51,504 | — |
NEW
|
51,504 | $4,043,383 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.84% | 0.74% |
#23
1
Prev: #24
|
2.3 |
—
|
8,624 | 13.6% |
P
S
|
71,919 | $3,723,966 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
UWM
PROSHARES TR
|
ETF | 0.84% | 0.35% |
#24
24
Prev: #48
|
3.3 |
—
|
25,519 | 85.6% |
P
S
|
55,321 | $3,719,231 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.78% | 1.02% |
#25
4
Prev: #21
|
0.3 |
—
|
-19,895 | -22.4% |
P
S
|
68,834 | $3,468,545 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
EET
PROSHARES TR
|
ETF | 0.78% | 0.31% |
#26
27
Prev: #53
|
3.3 |
—
|
14,525 | 97.9% |
P
S
|
29,367 | $3,452,675 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.77% | 0.77% |
#27
4
Prev: #23
|
0.8 |
—
|
866 | 1.5% |
P
S
|
57,486 | $3,431,328 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IDHQ
INVESCO EXCH TR...
|
Bond/Debt | 0.75% | — |
#28
Prev: #—
|
3.8 |
—
|
4,526 | — |
NEW
|
4,526 | $3,332,609 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
TIP
ISHARES TR
|
ETF | 0.74% | — |
#29
Prev: #—
|
3.8 |
—
|
29,907 | — |
NEW
|
29,907 | $3,272,723 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.70% | 0.74% |
#30
5
Prev: #25
|
0.8 |
—
|
2,726 | 4.4% |
P
S
|
64,129 | $3,105,767 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.62% | 0.67% |
#31
4
Prev: #27
|
2.2 |
—
|
1,834 | 5.4% |
P
S
|
35,713 | $2,782,400 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.55% | 0.55% |
#32
3
Prev: #29
|
2.2 |
—
|
663 | 11.2% |
P
S
|
6,606 | $2,464,180 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
USDU
WISDOMTREE TR
|
ETF | 0.51% | 0.47% |
#33
1
Prev: #32
|
2.7 |
—
|
14,594 | 20.5% |
P
S
|
85,677 | $2,291,860 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
PDBC
INVESCO ACTVELY...
|
ETF | 0.51% | 1.53% |
#34
19
Prev: #15
|
0.2 |
—
|
-209,781 | -59.3% |
P
S
|
143,719 | $2,282,258 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VRIG
INVESCO ACTIVEL...
|
ETF | 0.51% | 0.06% |
#35
123
Prev: #158
|
3.2 |
—
|
80,427 | 785.5% |
P
S
|
90,666 | $2,272,997 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
DXJ
WISDOMTREE TR
|
Unknown | 0.51% | 0.47% |
#36
5
Prev: #31
|
2.2 |
—
|
1,255 | 10.6% |
P
S
|
13,065 | $2,267,104 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
XBI
SPDR SERIES TRU...
|
Unknown | 0.51% | 0.44% |
#37
Prev: #37
|
0.7 |
—
|
635 | 4.7% |
P
S
|
14,230 | $2,251,898 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IXJ
ISHARES TR
|
ETF | 0.47% | — |
#38
Prev: #—
|
3.7 |
—
|
21,367 | — |
NEW
|
21,367 | $2,102,085 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SHV
ISHARES TR
|
ETF | 0.45% | 0.41% |
#39
3
Prev: #42
|
2.7 |
—
|
3,338 | 22.7% |
P
S
|
18,012 | $1,987,624 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
FISR
SSGA ACTIVE TR
|
ETF | 0.44% | 0.60% |
#40
12
Prev: #28
|
0.7 |
—
|
-16,333 | -17.7% |
P
S
|
76,205 | $1,954,658 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
EWW
ISHARES INC
|
ETF | 0.43% | — |
#41
Prev: #—
|
3.7 |
—
|
25,666 | — |
NEW
|
25,666 | $1,931,880 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.43% | 0.34% |
#42
7
Prev: #49
|
2.7 |
—
|
1,498 | 22.9% |
P
S
|
8,052 | $1,919,114 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
XLE
SELECT SECTOR S...
|
ETF | 0.42% | 0.46% |
#43
10
Prev: #33
|
2.2 |
—
|
5,362 | 17.9% |
P
S
|
35,374 | $1,878,713 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 0.42% | 0.39% |
#44
1
Prev: #43
|
0.7 |
—
|
53 | 0.7% |
P
S
|
7,546 | $1,857,901 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
EFA
ISHARES TR
|
ETF | 0.41% | 0.44% |
#45
10
Prev: #35
|
0.7 |
—
|
-324 | -1.8% |
P
S
|
17,732 | $1,841,948 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
EWU
ISHARES TR
|
ETF | 0.38% | — |
#46
Prev: #—
|
3.7 |
—
|
36,783 | — |
NEW
|
36,783 | $1,697,168 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
JNK
SPDR SERIES TRU...
|
ETF | 0.38% | 0.17% |
#47
35
Prev: #82
|
3.2 |
—
|
10,653 | 153.2% |
P
S
|
17,608 | $1,696,883 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IYM
ISHARES TR
|
ETF | 0.37% | — |
#48
Prev: #—
|
3.6 |
—
|
9,214 | — |
NEW
|
9,214 | $1,654,189 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 0.36% | 0.37% |
#49
3
Prev: #46
|
0.6 |
—
|
-2,454 | -8.1% |
P
S
|
27,737 | $1,599,593 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
AOM
ISHARES TR
|
ETF | 0.35% | 0.37% |
#50
5
Prev: #45
|
0.6 |
—
|
-134 | -0.4% |
P
S
|
30,901 | $1,541,648 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 |
Showing 1-50 of 209 holdings