Holdings
Legacy Wealth Partners, LLC
As of Sep 30, 2026, Legacy Wealth Partners, LLC reported 191 positions worth US$460M. Largest: iShares Core S&P 500 ETF, iShares Core U.S. Aggregate Bond ETF and iShares Core MSCI EAFE ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares Core S&P 500 ETF | 84,745 | US$64.9M | new | Sep 30, 2026 |
| iShares Core U.S. Aggregate Bond ETF | 462K | US$43.7M | new | Sep 30, 2026 |
| iShares Core MSCI EAFE ETF | 253K | US$24.5M | new | Sep 30, 2026 |
| Vanguard S&P 500 ETF | 23,024 | US$16.1M | new | Sep 30, 2026 |
| iShares Core Dividend ETF | 233K | US$15.1M | new | Sep 30, 2026 |
| Invesco QQQ Trust | 17,856 | US$13.2M | new | Sep 30, 2026 |
| State Street SPDR S&P 500 ETF | 16,606 | US$12.7M | new | Sep 30, 2026 |
| Vanguard Morningstar Small-Cap ETF | 39,981 | US$11.4M | new | Sep 30, 2026 |
| Vanguard Morningstar Mid-Cap ETF | 143K | US$11.2M | new | Sep 30, 2026 |
| iShares 0-3 Month Treasury Bond ETF | 112K | US$11.2M | new | Sep 30, 2026 |