Legacy Wealth Partners, LLC
191 holdingsFiling period: 2026-06-30Current AUM: $446.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 83.0K | $62.2M | $64.4M | 14.42% | +13.7K | 2026-06-30 |
| 2 | AGG | iShares TR | 479.0K | $47.4M | $45.9M | 10.28% | -2,295 | 2026-06-30 |
| 3 | IEFA | iShares TR | 247.0K | $23.9M | $23.9M | 5.35% | -26,508 | 2026-06-30 |
| 4 | VTV | Vanguard Index Fds | 91.7K | $20.0M | $20.8M | 4.66% | -24,579 | 2026-06-30 |
| 5 | VOO | Vanguard Index Fds | 23.1K | $15.9M | $16.4M | 3.68% | +287 | 2026-06-30 |
| 6 | EEM | iShares TR | 189.6K | $13.0M | $12.0M | 2.70% | +94.7K | 2026-06-30 |
| 7 | VB | Vanguard Index Fds | 39.1K | $11.9M | $11.4M | 2.55% | +99 | 2026-06-30 |
| 8 | VO | Vanguard Index Fds | 139.7K | $11.3M | $11.4M | 2.55% | +105.5K | 2026-06-30 |
| 9 | IUSB | iShares TR | 240.0K | $11.1M | $10.7M | 2.40% | +21.9K | 2026-06-30 |
| 10 | VEA | Vanguard Tax-Managed Fds | 137.2K | $9.8M | $9.7M | 2.16% | +2.0K | 2026-06-30 |
| 11 | USHY | iShares TR | 260.5K | $9.6M | $9.3M | 2.09% | -- | 2026-06-30 |
| 12 | SPY | State Str Spdr S&P 500 ETF T | 12.1K | $9.0M | $9.3M | 2.09% | +2.4K | 2026-06-30 |
| 13 | IWM | iShares TR | 24.1K | $7.2M | $6.8M | 1.52% | +12.6K | 2026-06-30 |
| 14 | HYG | iShares TR | 87.5K | $7.0M | $6.8M | 1.52% | +2.5K | 2026-06-30 |
| 15 | AOR | iShares TR | 98.0K | $6.8M | $6.7M | 1.51% | +1.8K | 2026-06-30 |
| 16 | VTEB | Vanguard Mun BD Fds | 106.5K | $5.4M | $5.2M | 1.16% | +2.5K | 2026-06-30 |
| 17 | XLSR | Ssga Active TR | 79.2K | $5.1M | $5.3M | 1.19% | +5.4K | 2026-06-30 |
| 18 | NVDA | NVIDIA Corporation | 25.0K | $5.0M | $5.4M | 1.21% | -19,992 | 2026-06-30 |
| 19 | AOA | iShares TR | 50.8K | $5.0M | $5.0M | 1.11% | +705 | 2026-06-30 |
| 20 | IAGG | iShares TR | 93.2K | $4.7M | $4.6M | 1.03% | -1,788 | 2026-06-30 |
| 21 | AAPL | Apple Inc | 14.3K | $4.1M | $4.9M | 1.10% | -920 | 2026-06-30 |
| 22 | UJB | ProShares TR | 51.5K | $4.0M | $3.9M | 0.86% | -- | 2026-06-30 |
| 23 | SPEM | Spdr Index Shs Fds | 71.9K | $3.7M | $3.6M | 0.80% | +8.6K | 2026-06-30 |
| 24 | UWM | ProShares TR | 55.3K | $3.7M | $3.2M | 0.72% | +25.5K | 2026-06-30 |
| 25 | SPDW | Spdr Index Shs Fds | 68.8K | $3.5M | $3.4M | 0.77% | -19,895 | 2026-06-30 |
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