Legacy Wealth Partners
Lakewood, COfiles as Legacy Wealth Partners, LLC
$445m in 189 US stocks at the end of 30 June 2026. The top 10 are 50.8% of the money. It changed about 17.7% of the portfolio this quarter.
Value
$445m
Stocks
189
Top 10 share
50.8%
Turnover
17.7%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRUSHY2.2% of the fund
- Proshares TRUJB0.9% of the fund
- Invesco Exch Traded FD TR IIIDHQ0.7% of the fund
- Ishares TRTIP0.7% of the fund
- Ishares TRIXJ0.5% of the fund
- IsharesEWW0.4% of the fund
- Ishares TREWU0.4% of the fund
- Ishares TRIYM0.4% of the fund
- Jpmorgan Chase FinlVYLD0.3% of the fund
- Spdr Series TrustFLRN0.3% of the fund
- Invesco Exchange Traded FD TRSP0.2% of the fund
- Vaneck ETF TrustCLOI0.2% of the fund
- Proshares TRQLD0.1% of the fund
- IntelINTC<0.1% of the fund
- Micron TechnologyMU<0.1% of the fund
- Blackrock ETF TrustCORO<0.1% of the fund
- Blackrock ETF TrustIALT<0.1% of the fund
- Seagate Technology HoldingsSTX<0.1% of the fund
- Legg Mason ETF InvtLVHI<0.1% of the fund
- Blackrock ETF Trust IIGGOV<0.1% of the fund
- DBX ETF TRASHR<0.1% of the fund
- ARK ETF TRARKK<0.1% of the fund
- Ishares TRIOO<0.1% of the fund
- Quanta ServicesPWR<0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIVV14.0% of the fund+20%
- Ishares TREEM2.9% of the fund+100%
- Vanguard Index FDSVO2.5% of the fund+2%
- Ishares TRIUSB2.5% of the fund+10%
- State STR Spdr S&P 500 ETF TSPY2.0% of the fund+25%
- Ishares TRIWM1.6% of the fund+109%
- Ishares TRHYG1.6% of the fund+3%
- Vanguard MUN BD FDSVTEB1.2% of the fund+2%
- Ssga Active TRXLSR1.2% of the fund+7%
- Spdr Index SHS FDSSPEM0.8% of the fund+14%
- Proshares TRUWM0.8% of the fund+86%
- Proshares TREET0.8% of the fund+98%
- Vanguard Charlotte FDSBNDX0.7% of the fund+4%
- Vanguard BD Index FDSBSV0.6% of the fund+5%
- MicrosoftMSFT0.6% of the fund+11%
- Wisdomtree TRUSDU0.5% of the fund+21%
- Invesco Actively Managed EXCVRIG0.5% of the fund+786%
- Wisdomtree TRDXJ0.5% of the fund+11%
- Spdr Series TrustXBI0.5% of the fund+5%
- Ishares TRSHV0.4% of the fund+23%
- Amazon.comAMZN0.4% of the fund+23%
- Select Sector Spdr TRXLE0.4% of the fund+18%
- Spdr Series TrustJNK0.4% of the fund+153%
- Spdr Series TrustCERY0.3% of the fund+11%
- Blackrock ETF TrustDYNF0.3% of the fund+15%
Cut
Sold some of their stake.
- Ishares TRIEFA5.4% of the fund-10%
- Vanguard Index FDSVTV4.5% of the fund-21%
- NvidiaNVDA1.1% of the fund-44%
- AppleAAPL0.9% of the fund-6%
- Spdr Index SHS FDSSPDW0.8% of the fund-22%
- Invesco Actvely Mngd ETC FDPDBC0.5% of the fund-59%
- Ssga Active TRFISR0.4% of the fund-18%
- Spdr Series TrustSPSM0.4% of the fund-8%
- Ishares TRSHY0.3% of the fund-21%
- IsharesIEMG0.3% of the fund-14%
- Ishares TRIVE0.3% of the fund-14%
- Spdr Gold TRGLD0.2% of the fund-28%
- BroadcomAVGO0.2% of the fund-13%
- Advanced Micro DevicesAMD0.2% of the fund-7%
- Ishares TRIJR0.2% of the fund-4%
- Blackrock ETF TrustBAI0.2% of the fund-2%
- Lam ResearchLRCX0.2% of the fund-3%
- Costco WholesaleCOST0.2% of the fund-3%
- Ishares TRSGOV0.1% of the fund-97%
- KLAKLAC0.1% of the fund-7%
- AbbVieABBV0.1% of the fund-11%
- Ishares TREFV0.1% of the fund-45%
- Ishares TRMUB0.1% of the fund-37%
- Meta PlatformsMETA0.1% of the fund-6%
- Ishares TRMTUM0.1% of the fund-11%
Sold out
Sold their entire stake.
- Invesco Exchange Traded FD TRPV-100%
- Ishares U S ETF TRCOMT-100%
- Ishares TRGVI-100%
- Spdr Index SHS FDSEWX-100%
- Invesco QQQ TRQQQ-100%
- Pimco ETF TRLDUR-100%
- American Centy ETF TRAVSF-100%
- Enterprise Products Partners L.P.EPD-100%
- Ishares TRQUAL-100%
- Managed Portfolio SERLST-100%
- Blackrock ETF Trust IIBINC-100%
- Proshares TR IIUGL-100%
- Ishares Gold TRIAU-100%
- FedExFDX-100%
- HCA HealthcareHCA-100%
- Ishares TRIYF-100%
- PepsiCoPEP-100%
- PfizerPFE-100%
- TalkspaceTALK-100%
- Tenaya TherapeuticsTNYA-100%
Holdings
- Ishares TRIVV
- Share
- 14.0%
- Value
- $62m
- Shares
- 83,004
+20%
- Ishares TRAGG
- Share
- 10.6%
- Value
- $47m
- Shares
- 478,994
Held
- Ishares TRIEFA
- Share
- 5.4%
- Value
- $24m
- Shares
- 246,985
-10%
- Vanguard Index FDSVTV
- Share
- 4.5%
- Value
- $20m
- Shares
- 91,743
-21%
- Vanguard Index FDSVOO
- Share
- 3.6%
- Value
- $16m
- Shares
- 23,126
Held
- Ishares TREEM
- Share
- 2.9%
- Value
- $13m
- Shares
- 189,608
+100%
- Vanguard Index FDSVB
- Share
- 2.7%
- Value
- $12m
- Shares
- 39,103
Held
- Vanguard Index FDSVO
- Share
- 2.5%
- Value
- $11m
- Shares
- 139,681
+2%
- Ishares TRIUSB
- Share
- 2.5%
- Value
- $11m
- Shares
- 239,969
+10%
- Vanguard Tax-Managed FDSVEA
- Share
- 2.2%
- Value
- $10m
- Shares
- 137,234
Held
- Ishares TRUSHY
- Share
- 2.2%
- Value
- $10m
- Shares
- 260,491
New
- State STR Spdr S&P 500 ETF TSPY
- Share
- 2.0%
- Value
- $9m
- Shares
- 12,085
+25%
- Ishares TRIWM
- Share
- 1.6%
- Value
- $7m
- Shares
- 24,130
+109%
- Ishares TRHYG
- Share
- 1.6%
- Value
- $7m
- Shares
- 87,516
+3%
- Ishares TRAOR
- Share
- 1.5%
- Value
- $7m
- Shares
- 98,018
Held
- Vanguard MUN BD FDSVTEB
- Share
- 1.2%
- Value
- $5m
- Shares
- 106,500
+2%
- Ssga Active TRXLSR
- Share
- 1.2%
- Value
- $5m
- Shares
- 79,150
+7%
- Ishares TRAOA
- Share
- 1.1%
- Value
- $5m
- Shares
- 50,825
Held
- Ishares TRIAGG
- Share
- 1.1%
- Value
- $5m
- Shares
- 93,231
Held
- Proshares TRUJB
- Share
- 0.9%
- Value
- $4m
- Shares
- 51,504
New
- Spdr Index SHS FDSSPEM
- Share
- 0.8%
- Value
- $4m
- Shares
- 71,919
+14%
- Proshares TRUWM
- Share
- 0.8%
- Value
- $4m
- Shares
- 55,321
+86%
- Spdr Index SHS FDSSPDW
- Share
- 0.8%
- Value
- $3m
- Shares
- 68,834
-22%
- Proshares TREET
- Share
- 0.8%
- Value
- $3m
- Shares
- 29,367
+98%
- Vanguard Intl Equity Index FVWO
- Share
- 0.8%
- Value
- $3m
- Shares
- 57,486
Held
- Invesco Exch Traded FD TR IIIDHQ
- Share
- 0.7%
- Value
- $3m
- Shares
- 4,526
New
- Ishares TRTIP
- Share
- 0.7%
- Value
- $3m
- Shares
- 29,907
New
- Vanguard Charlotte FDSBNDX
- Share
- 0.7%
- Value
- $3m
- Shares
- 64,129
+4%
- Vanguard BD Index FDSBSV
- Share
- 0.6%
- Value
- $3m
- Shares
- 35,713
+5%
- Wisdomtree TRUSDU
- Share
- 0.5%
- Value
- $2m
- Shares
- 85,677
+21%
- Invesco Actvely Mngd ETC FDPDBC
- Share
- 0.5%
- Value
- $2m
- Shares
- 143,719
-59%
- Invesco Actively Managed EXCVRIG
- Share
- 0.5%
- Value
- $2m
- Shares
- 90,666
+786%
- Wisdomtree TRDXJ
- Share
- 0.5%
- Value
- $2m
- Shares
- 13,065
+11%
- Spdr Series TrustXBI
- Share
- 0.5%
- Value
- $2m
- Shares
- 14,230
+5%
- Ishares TRIXJ
- Share
- 0.5%
- Value
- $2m
- Shares
- 21,367
New
- Ishares TRSHV
- Share
- 0.4%
- Value
- $2m
- Shares
- 18,012
+23%
- Ssga Active TRFISR
- Share
- 0.4%
- Value
- $2m
- Shares
- 76,205
-18%
- IsharesEWW
- Share
- 0.4%
- Value
- $2m
- Shares
- 25,666
New
- Select Sector Spdr TRXLE
- Share
- 0.4%
- Value
- $2m
- Shares
- 35,374
+18%
- Vanguard Index FDSVXF
- Share
- 0.4%
- Value
- $2m
- Shares
- 7,546
Held
- Ishares TREFA
- Share
- 0.4%
- Value
- $2m
- Shares
- 17,732
Held
- Ishares TREWU
- Share
- 0.4%
- Value
- $2m
- Shares
- 36,783
New
- Spdr Series TrustJNK
- Share
- 0.4%
- Value
- $2m
- Shares
- 17,608
+153%
- Ishares TRIYM
- Share
- 0.4%
- Value
- $2m
- Shares
- 9,214
New
- Spdr Series TrustSPSM
- Share
- 0.4%
- Value
- $2m
- Shares
- 27,737
-8%
- Ishares TRAOM
- Share
- 0.3%
- Value
- $2m
- Shares
- 30,901
Held
- Spdr Series TrustCERY
- Share
- 0.3%
- Value
- $2m
- Shares
- 45,575
+11%
- Blackrock ETF TrustDYNF
- Share
- 0.3%
- Value
- $1m
- Shares
- 21,159
+15%
- Vanguard Index FDSVUG
- Share
- 0.3%
- Value
- $1m
- Shares
- 16,648
+5%
- Ishares TRSHY
- Share
- 0.3%
- Value
- $1m
- Shares
- 17,105
-21%
- Ishares TRIVW
- Share
- 0.3%
- Value
- $1m
- Shares
- 9,724
+9%
- Vanguard BD Index FDSBIV
- Share
- 0.3%
- Value
- $1m
- Shares
- 17,405
Held
- Spdr Series TrustBIL
- Share
- 0.3%
- Value
- $1m
- Shares
- 14,406
+283%
- IsharesIEMG
- Share
- 0.3%
- Value
- $1m
- Shares
- 15,742
-14%
- Vanguard Scottsdale FDSVMBS
- Share
- 0.3%
- Value
- $1m
- Shares
- 26,954
Held
- Spdr Series TrustSPMD
- Share
- 0.3%
- Value
- $1m
- Shares
- 18,516
+8%
- Jpmorgan Chase FinlVYLD
- Share
- 0.3%
- Value
- $1m
- Shares
- 42,174
New
- Vanguard BD Index FDSBLV
- Share
- 0.3%
- Value
- $1m
- Shares
- 18,134
+3%
- Spdr Series TrustFLRN
- Share
- 0.3%
- Value
- $1m
- Shares
- 36,154
New
- Ishares TRIVE
- Share
- 0.3%
- Value
- $1m
- Shares
- 4,912
-14%
- Invesco Actively Managed EXCGSY
- Share
- 0.2%
- Value
- $1m
- Shares
- 22,055
+58%
- Spdr Gold TRGLD
- Share
- 0.2%
- Value
- $1m
- Shares
- 2,910
-28%
- Spdr Series TrustSPTL
- Share
- 0.2%
- Value
- $970,799
- Shares
- 37,011
+40%
- Spdr Index SHS FDSGWX
- Share
- 0.2%
- Value
- $947,535
- Shares
- 21,653
+9%
- Ishares TRIDEV
- Share
- 0.2%
- Value
- $941,029
- Shares
- 10,572
Held
- Invesco Exchange Traded FD TRSP
- Share
- 0.2%
- Value
- $881,972
- Shares
- 4,145
New
- Ishares TRIJR
- Share
- 0.2%
- Value
- $810,157
- Shares
- 5,463
-4%
- Ishares Core 30/70AOK
- Share
- 0.2%
- Value
- $760,922
- Shares
- 18,344
+4%
- Blackrock ETF TrustBAI
- Share
- 0.2%
- Value
- $752,947
- Shares
- 14,282
-2%
- Vanguard Intl Equity Index FVEU
- Share
- 0.2%
- Value
- $752,408
- Shares
- 8,984
Held
- Vanguard Index FDSVTI
- Share
- 0.2%
- Value
- $748,242
- Shares
- 2,022
+17%
- Goldman Sachs ETF TRGBIL
- Share
- 0.2%
- Value
- $740,082
- Shares
- 7,389
Held
- Ishares TRMBB
- Share
- 0.2%
- Value
- $722,133
- Shares
- 7,640
+7%
- Spdr Series TrustSPYM
- Share
- 0.2%
- Value
- $721,671
- Shares
- 8,212
+103%
- Ishares TREFG
- Share
- 0.2%
- Value
- $688,665
- Shares
- 5,535
+18%
- Vaneck ETF TrustCLOI
- Share
- 0.2%
- Value
- $680,990
- Shares
- 12,861
New
- Spdr Series TrustSPLB
- Share
- 0.2%
- Value
- $672,291
- Shares
- 30,013
+16%
- Spdr Series TrustEMHC
- Share
- 0.1%
- Value
- $639,104
- Shares
- 25,122
+3%
- Ishares TRISCB
- Share
- 0.1%
- Value
- $639,014
- Shares
- 8,463
Held
- Ishares TRIJH
- Share
- 0.1%
- Value
- $621,295
- Shares
- 8,057
Held
- Managed Portfolio SERKAMO
- Share
- 0.1%
- Value
- $615,409
- Shares
- 24,976
+9%
- Ishares TRSGOV
- Share
- 0.1%
- Value
- $615,357
- Shares
- 6,113
-97%
- Proshares TRQLD
- Share
- 0.1%
- Value
- $602,525
- Shares
- 6,227
New
- J P Morgan Exchange Traded FJQUA
- Share
- 0.1%
- Value
- $570,780
- Shares
- 7,897
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 14.0% | $62m | 83,004 | +20% |
| Ishares TRAGG | 10.6% | $47m | 478,994 | Held |
| Ishares TRIEFA | 5.4% | $24m | 246,985 | -10% |
| Vanguard Index FDSVTV | 4.5% | $20m | 91,743 | -21% |
| Vanguard Index FDSVOO | 3.6% | $16m | 23,126 | Held |
| Ishares TREEM | 2.9% | $13m | 189,608 | +100% |
| Vanguard Index FDSVB | 2.7% | $12m | 39,103 | Held |
| Vanguard Index FDSVO | 2.5% | $11m | 139,681 | +2% |
| Ishares TRIUSB | 2.5% | $11m | 239,969 | +10% |
| Vanguard Tax-Managed FDSVEA | 2.2% | $10m | 137,234 | Held |
| Ishares TRUSHY | 2.2% | $10m | 260,491 | New |
| State STR Spdr S&P 500 ETF TSPY | 2.0% | $9m | 12,085 | +25% |
| Ishares TRIWM | 1.6% | $7m | 24,130 | +109% |
| Ishares TRHYG | 1.6% | $7m | 87,516 | +3% |
| Ishares TRAOR | 1.5% | $7m | 98,018 | Held |
| Vanguard MUN BD FDSVTEB | 1.2% | $5m | 106,500 | +2% |
| Ssga Active TRXLSR | 1.2% | $5m | 79,150 | +7% |
| NvidiaNVDA | 1.1% | $5m | 24,993 | -44% |
| Ishares TRAOA | 1.1% | $5m | 50,825 | Held |
| Ishares TRIAGG | 1.1% | $5m | 93,231 | Held |
| AppleAAPL | 0.9% | $4m | 14,289 | -6% |
| Proshares TRUJB | 0.9% | $4m | 51,504 | New |
| Spdr Index SHS FDSSPEM | 0.8% | $4m | 71,919 | +14% |
| Proshares TRUWM | 0.8% | $4m | 55,321 | +86% |
| Spdr Index SHS FDSSPDW | 0.8% | $3m | 68,834 | -22% |
| Proshares TREET | 0.8% | $3m | 29,367 | +98% |
| Vanguard Intl Equity Index FVWO | 0.8% | $3m | 57,486 | Held |
| Invesco Exch Traded FD TR IIIDHQ | 0.7% | $3m | 4,526 | New |
| Ishares TRTIP | 0.7% | $3m | 29,907 | New |
| Vanguard Charlotte FDSBNDX | 0.7% | $3m | 64,129 | +4% |
| Vanguard BD Index FDSBSV | 0.6% | $3m | 35,713 | +5% |
| MicrosoftMSFT | 0.6% | $2m | 6,606 | +11% |
| Wisdomtree TRUSDU | 0.5% | $2m | 85,677 | +21% |
| Invesco Actvely Mngd ETC FDPDBC | 0.5% | $2m | 143,719 | -59% |
| Invesco Actively Managed EXCVRIG | 0.5% | $2m | 90,666 | +786% |
| Wisdomtree TRDXJ | 0.5% | $2m | 13,065 | +11% |
| Spdr Series TrustXBI | 0.5% | $2m | 14,230 | +5% |
| Ishares TRIXJ | 0.5% | $2m | 21,367 | New |
| Ishares TRSHV | 0.4% | $2m | 18,012 | +23% |
| Ssga Active TRFISR | 0.4% | $2m | 76,205 | -18% |
| IsharesEWW | 0.4% | $2m | 25,666 | New |
| Amazon.comAMZN | 0.4% | $2m | 8,052 | +23% |
| Select Sector Spdr TRXLE | 0.4% | $2m | 35,374 | +18% |
| Vanguard Index FDSVXF | 0.4% | $2m | 7,546 | Held |
| Ishares TREFA | 0.4% | $2m | 17,732 | Held |
| Ishares TREWU | 0.4% | $2m | 36,783 | New |
| Spdr Series TrustJNK | 0.4% | $2m | 17,608 | +153% |
| Ishares TRIYM | 0.4% | $2m | 9,214 | New |
| Spdr Series TrustSPSM | 0.4% | $2m | 27,737 | -8% |
| Ishares TRAOM | 0.3% | $2m | 30,901 | Held |
| Spdr Series TrustCERY | 0.3% | $2m | 45,575 | +11% |
| Eli LillyLLY | 0.3% | $1m | 1,226 | Held |
| Blackrock ETF TrustDYNF | 0.3% | $1m | 21,159 | +15% |
| Berkshire HathawayBRK-B | 0.3% | $1m | 2,874 | +19% |
| Vanguard Index FDSVUG | 0.3% | $1m | 16,648 | +5% |
| Ishares TRSHY | 0.3% | $1m | 17,105 | -21% |
| Ishares TRIVW | 0.3% | $1m | 9,724 | +9% |
| Vanguard BD Index FDSBIV | 0.3% | $1m | 17,405 | Held |
| Spdr Series TrustBIL | 0.3% | $1m | 14,406 | +283% |
| IsharesIEMG | 0.3% | $1m | 15,742 | -14% |
| Vanguard Scottsdale FDSVMBS | 0.3% | $1m | 26,954 | Held |
| Spdr Series TrustSPMD | 0.3% | $1m | 18,516 | +8% |
| Jpmorgan Chase FinlVYLD | 0.3% | $1m | 42,174 | New |
| Vanguard BD Index FDSBLV | 0.3% | $1m | 18,134 | +3% |
| AlphabetGOOGL | 0.3% | $1m | 3,447 | +3% |
| Spdr Series TrustFLRN | 0.3% | $1m | 36,154 | New |
| Ishares TRIVE | 0.3% | $1m | 4,912 | -14% |
| Invesco Actively Managed EXCGSY | 0.2% | $1m | 22,055 | +58% |
| Spdr Gold TRGLD | 0.2% | $1m | 2,910 | -28% |
| JPMorgan ChaseJPM | 0.2% | $1m | 3,205 | Held |
| BroadcomAVGO | 0.2% | $1m | 2,693 | -13% |
| Spdr Series TrustSPTL | 0.2% | $970,799 | 37,011 | +40% |
| Spdr Index SHS FDSGWX | 0.2% | $947,535 | 21,653 | +9% |
| Ishares TRIDEV | 0.2% | $941,029 | 10,572 | Held |
| Invesco Exchange Traded FD TRSP | 0.2% | $881,972 | 4,145 | New |
| Advanced Micro DevicesAMD | 0.2% | $841,158 | 1,448 | -7% |
| Ishares TRIJR | 0.2% | $810,157 | 5,463 | -4% |
| Ishares Core 30/70AOK | 0.2% | $760,922 | 18,344 | +4% |
| Blackrock ETF TrustBAI | 0.2% | $752,947 | 14,282 | -2% |
| Johnson & JohnsonJNJ | 0.2% | $752,767 | 2,964 | Held |
| Vanguard Intl Equity Index FVEU | 0.2% | $752,408 | 8,984 | Held |
| Vanguard Index FDSVTI | 0.2% | $748,242 | 2,022 | +17% |
| Goldman Sachs ETF TRGBIL | 0.2% | $740,082 | 7,389 | Held |
| Ishares TRMBB | 0.2% | $722,133 | 7,640 | +7% |
| Spdr Series TrustSPYM | 0.2% | $721,671 | 8,212 | +103% |
| SyscoSYY | 0.2% | $711,600 | 8,514 | +25% |
| Lam ResearchLRCX | 0.2% | $707,628 | 1,633 | -3% |
| Costco WholesaleCOST | 0.2% | $696,925 | 745 | -3% |
| Ishares TREFG | 0.2% | $688,665 | 5,535 | +18% |
| Vaneck ETF TrustCLOI | 0.2% | $680,990 | 12,861 | New |
| Spdr Series TrustSPLB | 0.2% | $672,291 | 30,013 | +16% |
| Spdr Series TrustEMHC | 0.1% | $639,104 | 25,122 | +3% |
| Ishares TRISCB | 0.1% | $639,014 | 8,463 | Held |
| Ishares TRIJH | 0.1% | $621,295 | 8,057 | Held |
| Managed Portfolio SERKAMO | 0.1% | $615,409 | 24,976 | +9% |
| Ishares TRSGOV | 0.1% | $615,357 | 6,113 | -97% |
| Proshares TRQLD | 0.1% | $602,525 | 6,227 | New |
| KLAKLAC | 0.1% | $591,961 | 1,962 | -7% |
| AbbVieABBV | 0.1% | $583,553 | 2,319 | -11% |
| J P Morgan Exchange Traded FJQUA | 0.1% | $570,780 | 7,897 | Held |
Showing the largest 100 of 189.
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 15.3% since 31 December 2025.
Where the money is
Technology3.9%
Financial services1.0%
Industrials0.9%
Health care0.7%
Retail & consumer0.7%
Everyday goods0.5%
Media & telecom0.5%
Energy0.2%
Utilities0.1%
Other91.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.