2026 Q1 Portfolio Activity
In 2026 Q1, Legacy Wealth Partners, LLC maintained a portfolio of 203 distinct positions. The most significant new addition was INVESCO ACTVELY MNGD ETC FD, now representing 1.53% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 2187.1%. The fund also reduced its exposure to SPDR S&P 500 ETF TR by 73.9%.
Position History
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Total Positions
203
Quarter
2026 Q1
Top Holding
AGG (12.0%)
Top 10 Concentration
54.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 203
Legacy Wealth Partners, LLC Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AGG
ISHARES TR
|
ETF | 11.98% | 13.00% |
#1
1
Prev: #2
|
6.5 |
—
|
-21,551 | -4.3% |
P
S
|
481,289 | $47,777,522 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IVV
ISHARES TR
|
ETF | 11.35% | 14.15% |
#2
1
Prev: #1
|
6.0 |
—
|
-10,492 | -13.1% |
P
S
|
69,296 | $45,264,713 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IEFA
ISHARES TR
|
ETF | 6.21% | 6.32% |
#3
1
Prev: #4
|
4.0 |
—
|
690 | 0.3% |
P
S
|
273,493 | $24,759,311 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 5.92% | 0.27% |
#4
60
Prev: #64
|
5.9 |
—
|
224,502 | 2187.1% |
P
S
|
234,767 | $23,631,638 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 5.72% | 2.41% |
#5
4
Prev: #9
|
5.8 |
—
|
67,568 | 138.6% |
P
S
|
116,322 | $22,822,470 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 3.42% | 3.55% |
#6
1
Prev: #5
|
1.9 |
—
|
943 | 4.3% |
P
S
|
22,839 | $13,647,292 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 2.56% | 2.50% |
#7
Prev: #7
|
1.5 |
—
|
1,590 | 4.2% |
P
S
|
39,004 | $10,216,044 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IUSB
ISHARES TR
|
ETF | 2.52% | 0.44% |
#8
24
Prev: #32
|
4.0 |
—
|
181,283 | 493.4% |
P
S
|
218,024 | $10,070,533 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 2.46% | 2.49% |
#9
1
Prev: #8
|
1.5 |
—
|
1,010 | 3.0% |
P
S
|
34,178 | $9,815,304 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 2.17% | 2.13% |
#10
1
Prev: #11
|
1.4 |
—
|
3,771 | 2.9% |
P
S
|
135,254 | $8,667,093 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.97% | 2.31% |
#11
1
Prev: #10
|
1.3 |
—
|
-2,962 | -6.2% |
P
S
|
44,985 | $7,845,437 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
HYG
ISHARES TR
|
ETF | 1.70% | 1.65% |
#12
1
Prev: #13
|
2.7 |
—
|
5,947 | 7.5% |
P
S
|
85,029 | $6,764,907 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.58% | 6.55% |
#13
10
Prev: #3
|
0.6 |
—
|
-27,410 | -73.9% |
P
S
|
9,685 | $6,298,298 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AOR
ISHARES TR
|
ETF | 1.55% | 1.78% |
#14
2
Prev: #12
|
1.1 |
—
|
-9,419 | -8.9% |
P
S
|
96,261 | $6,194,400 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PDBC
INVESCO ACTVELY...
|
ETF | 1.53% | — |
#15
Prev: #—
|
4.1 |
—
|
353,500 | — |
NEW
|
353,500 | $6,122,620 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
EEM
ISHARES TR
|
ETF | 1.35% | 1.01% |
#16
3
Prev: #19
|
3.0 |
—
|
23,927 | 33.7% |
P
S
|
94,911 | $5,390,022 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 1.30% | 1.37% |
#17
2
Prev: #15
|
1.0 |
—
|
-1,189 | -1.1% |
P
S
|
104,005 | $5,188,809 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 1.19% | 0.12% |
#18
88
Prev: #106
|
3.5 |
—
|
85,959 | 948.8% |
P
S
|
95,019 | $4,754,751 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AOA
ISHARES TR
|
ETF | 1.11% | 1.31% |
#19
3
Prev: #16
|
0.9 |
—
|
-6,219 | -11.0% |
P
S
|
50,120 | $4,435,159 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
XLSR
SSGA ACTIVE TR
|
ETF | 1.07% | 1.10% |
#20
3
Prev: #17
|
2.4 |
—
|
5,348 | 7.8% |
P
S
|
73,754 | $4,258,556 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 1.02% | 0.96% |
#21
1
Prev: #20
|
2.4 |
—
|
5,004 | 6.0% |
P
S
|
88,729 | $4,050,479 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AAPL
APPLE INC
|
Technology | 0.97% | 1.04% |
#22
4
Prev: #18
|
0.9 |
—
|
459 | 3.1% |
P
S
|
15,209 | $3,859,965 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.77% | 0.77% |
#23
1
Prev: #22
|
0.8 |
—
|
1,540 | 2.8% |
P
S
|
56,620 | $3,060,330 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.74% | 0.71% |
#24
1
Prev: #23
|
2.3 |
—
|
5,046 | 8.7% |
P
S
|
63,295 | $2,969,168 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.74% | 0.70% |
#25
1
Prev: #24
|
2.3 |
—
|
5,179 | 9.2% |
P
S
|
61,403 | $2,950,414 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IWM
ISHARES TR
|
ETF | 0.72% | 0.61% |
#26
Prev: #26
|
2.8 |
—
|
2,045 | 21.5% |
P
S
|
11,568 | $2,868,949 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.67% | 0.63% |
#27
2
Prev: #25
|
2.3 |
—
|
3,182 | 10.4% |
P
S
|
33,879 | $2,656,452 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
FISR
SSGA ACTIVE TR
|
ETF | 0.60% | 0.43% |
#28
6
Prev: #34
|
2.7 |
—
|
28,141 | 43.7% |
P
S
|
92,538 | $2,380,077 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.55% | 0.82% |
#29
8
Prev: #21
|
0.7 |
—
|
-629 | -9.6% |
P
S
|
5,943 | $2,199,744 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IEF
ISHARES TR
|
ETF | 0.52% | 0.21% |
#30
43
Prev: #73
|
3.2 |
—
|
13,298 | 159.7% |
P
S
|
21,624 | $2,063,839 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
DXJ
WISDOMTREE TR
|
Unknown | 0.47% | — |
#31
Prev: #—
|
3.7 |
—
|
11,810 | — |
NEW
|
11,810 | $1,872,830 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
USDU
WISDOMTREE TR
|
ETF | 0.47% | — |
#32
Prev: #—
|
3.7 |
—
|
71,083 | — |
NEW
|
71,083 | $1,871,615 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 0.46% | — |
#33
Prev: #—
|
3.7 |
—
|
30,012 | — |
NEW
|
30,012 | $1,838,535 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SHY
ISHARES TR
|
ETF | 0.45% | 0.35% |
#34
13
Prev: #47
|
2.7 |
—
|
5,219 | 31.7% |
P
S
|
21,696 | $1,791,403 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
EFA
ISHARES TR
|
ETF | 0.44% | 0.45% |
#35
5
Prev: #30
|
0.7 |
—
|
-10 | -0.1% |
P
S
|
18,056 | $1,753,731 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.44% | 1.43% |
#36
22
Prev: #14
|
0.2 |
—
|
-9,864 | -70.9% |
P
S
|
4,043 | $1,739,662 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
XBI
SPDR SERIES TRU...
|
Unknown | 0.44% | 0.48% |
#37
9
Prev: #28
|
0.7 |
—
|
-1,705 | -11.1% |
P
S
|
13,595 | $1,736,489 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
RPV
INVESCO EXCHANG...
|
Unknown | 0.42% | — |
#38
Prev: #—
|
3.7 |
—
|
15,650 | — |
NEW
|
15,650 | $1,680,654 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
COMT
ISHARES U S ETF...
|
ETF | 0.42% | — |
#39
Prev: #—
|
3.7 |
—
|
49,268 | — |
NEW
|
49,268 | $1,665,751 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GVI
ISHARES TR
|
Bond/Debt | 0.41% | 0.37% |
#40
5
Prev: #45
|
2.2 |
—
|
1,975 | 14.7% |
P
S
|
15,368 | $1,639,458 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
EWX
SPDR INDEX SHS ...
|
ETF | 0.41% | 0.37% |
#41
5
Prev: #46
|
2.2 |
—
|
3,227 | 15.0% |
P
S
|
24,793 | $1,639,313 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SHV
ISHARES TR
|
ETF | 0.41% | 0.37% |
#42
2
Prev: #44
|
2.2 |
—
|
1,571 | 12.0% |
P
S
|
14,674 | $1,619,863 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 0.39% | 0.39% |
#43
2
Prev: #41
|
0.7 |
—
|
214 | 2.9% |
P
S
|
7,493 | $1,542,059 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SSO
PROSHARES TR
|
ETF | 0.38% | 2.50% |
#44
38
Prev: #6
|
0.2 |
—
|
-137,512 | -82.4% |
P
S
|
29,370 | $1,523,717 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AOM
ISHARES TR
|
ETF | 0.37% | 0.41% |
#45
9
Prev: #36
|
0.6 |
—
|
-2,285 | -6.9% |
P
S
|
31,035 | $1,470,149 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 0.37% | 0.44% |
#46
13
Prev: #33
|
0.6 |
—
|
-5,730 | -16.0% |
P
S
|
30,191 | $1,458,829 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CERY
SPDR SERIES TRU...
|
Unknown | 0.36% | 0.21% |
#47
24
Prev: #71
|
2.6 |
—
|
12,824 | 45.5% |
P
S
|
41,034 | $1,446,038 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
UWM
PROSHARES TR
|
ETF | 0.35% | 0.35% |
#48
2
Prev: #50
|
0.6 |
—
|
1,306 | 4.6% |
P
S
|
29,802 | $1,390,859 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.34% | 0.41% |
#49
11
Prev: #38
|
0.6 |
—
|
-297 | -4.3% |
P
S
|
6,554 | $1,365,002 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.33% | 0.31% |
#50
2
Prev: #52
|
2.1 |
—
|
1,508 | 9.7% |
P
S
|
17,116 | $1,321,014 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 |
Showing 1-50 of 203 holdings