Legacy Wealth Partners, LLC
177 holdingsFiling period: 2026-03-31Current AUM: $429.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 481.3K | $47.8M | $46.9M | 10.92% | -21,551 | 2026-03-31 |
| 2 | IVV | ISHARES TR | 69.3K | $45.3M | $52.0M | 12.12% | -10,492 | 2026-03-31 |
| 3 | IEFA | ISHARES TR | 273.5K | $24.8M | $26.9M | 6.26% | +690 | 2026-03-31 |
| 4 | SGOV | ISHARES TR | 234.8K | $23.6M | $23.6M | 5.51% | +224.5K | 2026-03-31 |
| 5 | VTV | VANGUARD INDEX FDS | 116.3K | $22.8M | $25.6M | 5.96% | +67.6K | 2026-03-31 |
| 6 | VOO | VANGUARD INDEX FDS | 22.8K | $13.6M | $15.7M | 3.65% | +943 | 2026-03-31 |
| 7 | VB | VANGUARD INDEX FDS | 39.0K | $10.2M | $11.5M | 2.68% | +1.6K | 2026-03-31 |
| 8 | IUSB | ISHARES TR | 218.0K | $10.1M | $9.9M | 2.31% | +181.3K | 2026-03-31 |
| 9 | VO | VANGUARD INDEX FDS | 34.2K | $9.8M | $11.1M | 2.58% | +1.0K | 2026-03-31 |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 135.3K | $8.7M | $9.6M | 2.23% | +3.8K | 2026-03-31 |
| 11 | NVDA | NVIDIA CORPORATION | 45.0K | $7.8M | $9.0M | 2.10% | -2,962 | 2026-03-31 |
| 12 | HYG | ISHARES TR | 85.0K | $6.8M | $6.8M | 1.57% | +5.9K | 2026-03-31 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | 9.7K | $6.3M | $7.2M | 1.69% | -27,410 | 2026-03-31 |
| 14 | AOR | ISHARES TR | 96.3K | $6.2M | $6.6M | 1.54% | -9,419 | 2026-03-31 |
| 15 | PDBC | INVESCO ACTVELY MNGD ETC FD | 353.5K | $6.1M | $6.2M | 1.45% | -- | 2026-03-31 |
| 16 | EEM | ISHARES TR | 94.9K | $5.4M | $6.1M | 1.42% | +23.9K | 2026-03-31 |
| 17 | VTEB | VANGUARD MUN BD FDS | 104.0K | $5.2M | $5.2M | 1.20% | -1,189 | 2026-03-31 |
| 18 | IAGG | ISHARES TR | 95.0K | $4.8M | $4.7M | 1.10% | +86.0K | 2026-03-31 |
| 19 | AOA | ISHARES TR | 50.1K | $4.4M | $4.8M | 1.13% | -6,219 | 2026-03-31 |
| 20 | XLSR | SSGA ACTIVE TR | 73.8K | $4.3M | $4.7M | 1.10% | +5.3K | 2026-03-31 |
| 21 | SPDW | SPDR INDEX SHS FDS | 88.7K | $4.0M | $4.4M | 1.04% | +5.0K | 2026-03-31 |
| 22 | AAPL | APPLE INC | 15.2K | $3.9M | $4.7M | 1.09% | +459 | 2026-03-31 |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | 56.6K | $3.1M | $3.3M | 0.78% | +1.5K | 2026-03-31 |
| 24 | SPEM | SPDR INDEX SHS FDS | 63.3K | $3.0M | $3.2M | 0.75% | +5.0K | 2026-03-31 |
| 25 | BNDX | VANGUARD CHARLOTTE FDS | 61.4K | $3.0M | $2.9M | 0.68% | +5.2K | 2026-03-31 |
← Scroll →
Page 1 of 8