Investor
Legacy Wealth Partners, LLC
CIK 0002066638 · filed 2026-04-17 · SEC filing
13F book
$398.9M
Positions
176
26 new · 27 sold
Largest name
12.0%
Ishares Tr
Est. mark
−$5.21M
Price effect on 150 names still held. Flow $17.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 481.3K | $47.8M | 12.0% | −$293.6K | Cut−$2.45M |
| Ishares Tr | — | 69.3K | $45.3M | 11.3% | −$2.2M | Cut−$9.39M |
| Ishares Tr | — | 273.5K | $24.8M | 6.2% | $291.9K | Added$354.4K |
| Ishares 0-3 Month | — | 234.8K | $23.6M | 5.9% | $2.85K | Added$22.6M |
| Vanguard Index Fds | — | 116.3K | $22.8M | 5.7% | $254.1K | Added$13.5M |
| Vanguard Index Fds | — | 22.8K | $13.6M | 3.4% | −$648K | Added−$84.6K |
| Vanguard Index Fds | — | 39K | $10.2M | 2.6% | $148.7K | Added$565.1K |
| Ishares Tr | — | 218K | $10.1M | 2.5% | −$12.9K | Added$8.36M |
| Vanguard Index Fds | — | 34.2K | $9.82M | 2.5% | −$100.7K | Added$189.4K |
| Vanguard Tax-Managed Fds | — | 135.3K | $8.67M | 2.2% | $211.7K | Added$453.3K |
| Nvidia Corp | NVDA | 45K | $7.85M | 2.0% | −$544.3K | Cut−$1.1M |
| Ishares Tr | — | 85K | $6.76M | 1.7% | −$84.6K | Added$388.5K |
| Spdr S&P 500 Etf Tr | — | 9.69K | $6.3M | 1.6% | −$306.1K | Cut−$19M |
| Ishares Tr | — | 96.3K | $6.19M | 1.6% | −$63.5K | Cut−$675.9K |
| Invesco Actvely Mngd Etc Fd | — | 353.5K | $6.12M | 1.5% | — | New |
| Ishares Tr | — | 94.9K | $5.39M | 1.4% | $147.6K | Added$1.51M |
| Vanguard Mun Bd Fds | — | 104K | $5.19M | 1.3% | −$41.6K | Cut−$101.4K |
| Ishares Tr | — | 95K | $4.75M | 1.2% | $272 | Added$4.3M |
| Ishares Tr | — | 50.1K | $4.44M | 1.1% | −$53.6K | Cut−$610.6K |
| Ssga Active Tr | — | 73.8K | $4.26M | 1.1% | −$312.6K | Added−$3.82K |
| Spdr Index Shs Fds | — | 88.7K | $4.05M | 1.0% | $103.8K | Added$332.3K |
| Apple Inc. | AAPL | 15.2K | $3.86M | 1.0% | −$266.6K | Added−$150.1K |
| Vanguard Intl Equity Index F | — | 56.6K | $3.06M | 0.8% | $16K | Added$99.2K |
| Spdr Index Shs Fds | — | 63.3K | $2.97M | 0.7% | $5.83K | Added$242.5K |
| Vanguard Charlotte Fds | — | 61.4K | $2.95M | 0.7% | −$15.2K | Added$233.7K |
| Ishares Tr | — | 11.6K | $2.87M | 0.7% | $17.6K | Added$524.8K |
| Vanguard Bd Index Fds | — | 33.9K | $2.66M | 0.7% | −$12.3K | Added$237.2K |
| Ssga Active Tr | — | 92.5K | $2.38M | 0.6% | −$12.2K | Added$711.6K |
| Microsoft Corp | MSFT | 5.94K | $2.2M | 0.6% | −$674.6K | Cut−$978.8K |
| Ishares Tr | — | 21.6K | $2.06M | 0.5% | −$6K | Added$1.26M |
| Wisdomtree Tr | — | 11.8K | $1.87M | 0.5% | — | New |
| Wisdomtree Tr | — | 71.1K | $1.87M | 0.5% | — | New |
| Select Sector Spdr Tr | — | 30K | $1.84M | 0.5% | — | New |
| Ishares Tr | — | 21.7K | $1.79M | 0.4% | −$4.13K | Added$426.8K |
| Ishares Tr | — | 18.1K | $1.75M | 0.4% | $19.9K | Cut$18.9K |
| Spdr Gold Tr | — | 4.04K | $1.74M | 0.4% | $137.4K | Cut−$3.77M |
| Spdr Series Trust | — | 13.6K | $1.74M | 0.4% | $78.8K | Cut−$129K |
| Invesco Exchange Traded Fd T | — | 15.7K | $1.68M | 0.4% | — | New |
| Ishares U S Etf Tr | — | 49.3K | $1.67M | 0.4% | — | New |
| Ishares Tr | — | 15.4K | $1.64M | 0.4% | −$8.97K | Added$201.7K |
| Spdr Index Shs Fds | — | 24.8K | $1.64M | 0.4% | $10K | Added$223.4K |
| Ishares Tr | — | 14.7K | $1.62M | 0.4% | $3.14K | Added$176.6K |
| Vanguard Index Fds | — | 7.49K | $1.54M | 0.4% | −$24.2K | Added$19.9K |
| Proshares Tr | — | 29.4K | $1.52M | 0.4% | −$177.4K | Cut−$8.14M |
| Ishares Tr | — | 31K | $1.47M | 0.4% | −$11.2K | Cut−$120.2K |
| Spdr Series Trust | — | 30.2K | $1.46M | 0.4% | $44.1K | Cut−$224.4K |
| Spdr Series Trust | — | 41K | $1.45M | 0.4% | $188.7K | Added$640.6K |
| Proshares Tr | — | 29.8K | $1.39M | 0.3% | −$9.97K | Added$51K |
| Amazon Com Inc | AMZN | 6.55K | $1.37M | 0.3% | −$147.8K | Cut−$216.3K |
| Vanguard Bd Index Fds | — | 17.1K | $1.32M | 0.3% | −$10.9K | Added$105.5K |
| Ishares Inc | — | 18.3K | $1.28M | 0.3% | $45.6K | Added$67.1K |
| Vanguard Scottsdale Fds | — | 26.6K | $1.25M | 0.3% | −$3.16K | Added$106.4K |
| Proshares Tr | — | 14.8K | $1.24M | 0.3% | $24.3K | Added$617.7K |
| Ishares Tr | — | 5.74K | $1.21M | 0.3% | −$5.28K | Cut−$131.5K |
| Vanguard Bd Index Fds | — | 17.6K | $1.21M | 0.3% | −$11.8K | Added$102.1K |
| Berkshire Hathaway Inc Del | — | 2.42K | $1.16M | 0.3% | −$52.8K | Added$28.2K |
| Vanguard Growth Etf | — | 2.65K | $1.16M | 0.3% | −$135.3K | Cut−$461.3K |
| Invesco Qqq Tr | — | 1.99K | $1.15M | 0.3% | — | New |
| Eli Lilly & Co | LLY | 1.22K | $1.13M | 0.3% | −$189.6K | Cut−$219.7K |
| Blackrock Etf Trust | — | 18.5K | $1.07M | 0.3% | −$48.5K | Cut−$174.4K |
| Spdr Series Trust | — | 17.1K | $1.01M | 0.3% | $20.9K | Added$89K |
| Ishares Tr | — | 8.92K | $1.01M | 0.3% | −$90.5K | Cut−$144.6K |
| Broadcom Inc. | AVGO | 3.11K | $962.6K | 0.2% | −$113.8K | Cut−$124.2K |
| Ishares Tr | — | 12.9K | $961.6K | 0.2% | $38K | Cut−$80.9K |
| Alphabet Inc | — | 3.33K | $957.9K | 0.2% | −$84.7K | Cut−$134.5K |
| Jpmorgan Chase & Co. | — | 3.15K | $926.6K | 0.2% | −$86.3K | Added−$64.5K |
| Pimco Etf Tr | — | 9.51K | $910.8K | 0.2% | — | New |
| American Centy Etf Tr | — | 19.4K | $909.7K | 0.2% | — | New |
| Ishares Tr | — | 10.5K | $875.7K | 0.2% | $11.4K | Cut−$273.2K |
| Ishares Tr | — | 8.1K | $859.8K | 0.2% | −$5.96K | Added$195K |
| Spdr Index Shs Fds | — | 19.9K | $841.6K | 0.2% | $25.1K | Added$91.8K |
| Costco Whsl Corp New | — | 768 | $765.3K | 0.2% | $103K | Cut$75.4K |
| Goldman Sachs Etf Tr | — | 7.38K | $739.1K | 0.2% | $1.84K | Cut−$65.9K |
| Johnson & Johnson | JNJ | 2.97K | $726.7K | 0.2% | $108.6K | Added$127.4K |
| Ishares Tr | — | 5.69K | $707.7K | 0.2% | $23.6K | Cut−$13.1K |
| Ishares Core 30 70 Con | — | 17.7K | $705.3K | 0.2% | −$4.24K | Cut−$13.1K |
| Invesco Actively Managed Exc | — | 13.9K | $698.5K | 0.2% | — | New |
| Spdr Series Trust | — | 26.5K | $695.7K | 0.2% | −$4.5K | Cut−$237K |
| Boston Scientific Corp | BSX | 10.9K | $686K | 0.2% | −$356.4K | Cut−$358.2K |
| Vanguard Intl Equity Index F | — | 9.08K | $682.1K | 0.2% | $14K | Cut$13.1K |
| Ishares Tr | — | 7.16K | $679.4K | 0.2% | −$1.93K | Cut−$32.4K |
| Spdr Series Trust | — | 6.96K | $665.7K | 0.2% | −$5.91K | Added$280.2K |
| Xylem Inc. | XYL | 5.37K | $641.6K | 0.2% | −$37.6K | Added$334.6K |
| Exxon Mobil Corp | — | 3.67K | $622.7K | 0.2% | $181K | Cut$78.3K |
| Spdr Series Trust | — | 24.5K | $606.4K | 0.2% | −$15.1K | Added$25.1K |
| Meta Platforms, Inc. | META | 1.02K | $583.2K | 0.1% | −$89.6K | Cut−$94.9K |
| Spdr Series Trust | — | 26K | $576.9K | 0.1% | — | New |
| Enterprise Prods Partners L | — | 15.1K | $571.2K | 0.1% | $87.3K | Held |
| AbbVie Inc. | ABBV | 2.6K | $565.5K | 0.1% | −$24.9K | Added$48.6K |
| Managed Portfolio Series | — | 22.8K | $563.8K | 0.1% | −$7.52K | Added$20.4K |
| Ishares Tr | — | 8.63K | $561.5K | 0.1% | $681 | Added$1.2K |
| Vanguard Index Fds | — | 1.73K | $553.5K | 0.1% | −$25K | Cut−$109.2K |
| Ishares Tr | — | 8.05K | $543.9K | 0.1% | $12.4K | Cut$8.08K |
| American Centy Etf Tr | — | 11.6K | $542.7K | 0.1% | −$6.97K | Added$27.2K |
| Ishares Tr | — | 2.74K | $525.9K | 0.1% | −$17.8K | Added$6.75K |
| Ishares Tr | — | 4.68K | $520.9K | 0.1% | — | New |
| Ishares Tr | — | 5.06K | $509.8K | 0.1% | −$4.81K | Cut−$69.2K |
| Ssga Active Etf Tr | — | 12.6K | $505.6K | 0.1% | −$13.2K | Added$25.2K |
| Managed Portfolio Series | — | 12.3K | $495.8K | 0.1% | — | New |
| J P Morgan Exchange Traded F | — | 7.9K | $484.4K | 0.1% | −$14.7K | Cut−$48.3K |
| Sysco Corp | SYY | 6.79K | $484.1K | 0.1% | −$16K | Cut−$24K |
| Blackrock Etf Trust | — | 14.6K | $482.6K | 0.1% | −$4.74K | Added$31.3K |
| Ishares Tr | — | 3.36K | $474.7K | 0.1% | −$25.4K | Cut−$37K |
| Ishares Tr | — | 20.3K | $466.1K | 0.1% | — | New |
| Jacobs Solutions Inc. | J | 3.59K | $456.9K | 0.1% | −$18.6K | Held |
| Blackrock Etf Trust | — | 12.2K | $441.9K | 0.1% | −$27K | Added−$3.06K |
| RTX Corp | RTX | 2.2K | $424.2K | 0.1% | — | New |
| Lockheed Martin Corp | LMT | 702 | $424K | 0.1% | $52.7K | Added$212.1K |
| Cintas Corp | CTAS | 2.33K | $394.9K | 0.1% | −$44.2K | Cut−$74.5K |
| Ishares Tr | — | 2.71K | $394.7K | 0.1% | $11.5K | Added$48.2K |
| International Business Machs | — | 1.61K | $390.3K | 0.1% | −$79.9K | Added−$50.1K |
| Ishares Tr | — | 12.5K | $378.1K | 0.1% | −$7.98K | Held |
| Visa Inc. | V | 1.25K | $378.1K | 0.1% | −$60.6K | Cut−$85.2K |
| Vanguard Index Fds | — | 2.04K | $376.9K | 0.1% | $13.5K | Added$31.5K |
| Ishares Tr | — | 3.98K | $370.7K | 0.1% | −$4.86K | Held |
| Ishares Tr | — | 1.54K | $369.3K | 0.1% | −$15.7K | Added−$11.4K |
| Ishares Tr | — | 3.12K | $362.5K | 0.1% | $24.2K | Held |
| Lam Research Corp | LRCX | 1.69K | $361.3K | 0.1% | $69.2K | Added$82.6K |
| Chevron Corp New | CVX | 1.73K | $358.6K | 0.1% | $94.4K | Cut−$109.2K |
| Altria Group, Inc. | MO | 5.34K | $352.5K | 0.1% | $44.5K | Cut$15.3K |
| Spdr Series Trust | — | 3.76K | $344.6K | 0.1% | — | New |
| Walmart Inc. | WMT | 2.76K | $342.8K | 0.1% | $35.3K | Added$37.4K |
| Mitsubishi Ufj Finl Group In | — | 20.2K | $342K | 0.1% | $22.4K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 16.7K | $341.8K | 0.1% | −$2.96K | Cut−$6.57K |
| Blackrock Etf Trust | — | 8.29K | $340.3K | 0.1% | — | New |
| Ge Aerospace | — | 1.19K | $338.8K | 0.1% | −$29K | Held |
| Mastercard Inc | MA | 678 | $338.8K | 0.1% | −$48.3K | Cut−$60.8K |
| Invesco Exch Trd Slf Idx Fd | — | 17.3K | $337.9K | 0.1% | −$778 | Cut−$9.8K |
| Vanguard Index Fds | — | 1.31K | $337.6K | 0.1% | −$28.6K | Cut−$266.1K |
| Invesco Exch Trd Slf Idx Fd | — | 16.3K | $337.5K | 0.1% | −$5.25K | Cut−$13.8K |
| Invesco Exch Trd Slf Idx Fd | — | 20.1K | $336.2K | 0.1% | −$4.04K | Cut−$11.6K |
| Invesco Exch Trd Slf Idx Fd | — | 17.1K | $335.5K | 0.1% | −$1.97K | Cut−$11.4K |
| Ishares Tr | — | 5.18K | $335.4K | 0.1% | — | New |
| Invesco Exch Trd Slf Idx Fd | — | 16.3K | $335.2K | 0.1% | −$4.67K | Cut−$14.4K |
| Aon plc | AON | 1.04K | $334.7K | 0.1% | −$31.2K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 16.3K | $334.2K | 0.1% | −$4.63K | Added$2.25K |
| Invesco Exch Trd Slf Idx Fd | — | 17.8K | $332.6K | 0.1% | −$3.11K | Cut−$17.7K |
| Invesco Exch Trd Slf Idx Fd | — | 20.2K | $331.7K | 0.1% | −$4.74K | Cut−$9.19K |
| Invesco Exch Trd Slf Idx Fd | — | 15.6K | $329.5K | 0.1% | −$4.83K | Cut−$19.6K |
| Mcdonalds Corp | MCD | 1.03K | $318.9K | 0.1% | $5.09K | Added$18.8K |
| Advanced Micro Devices Inc | AMD | 1.56K | $317.6K | 0.1% | −$15.8K | Added$1.67K |
| Spdr Series Trust | — | 16.4K | $315.6K | 0.1% | $1.68K | Added$24.6K |
| At&T Inc | — | 10.9K | $315.2K | 0.1% | $45.1K | Cut$23.3K |
| Kla Corp | KLAC | 210 | $309.2K | 0.1% | $50.7K | Added$69.9K |
| Spdr Series Trust | — | 4.04K | $309.1K | 0.1% | −$12K | Added$48K |
| Spdr Series Trust | — | 14.9K | $308.3K | 0.1% | −$10.2K | Added$8.48K |
| Ishares Bitcoin Trust Etf | IBIT | 7.88K | $302.9K | 0.1% | −$78.1K | Added−$42.2K |
| Blackrock Etf Trust Ii | — | 5.82K | $302K | 0.1% | −$4.89K | Cut−$46.4K |
| Duke Energy Corp New | — | 2.31K | $301.8K | 0.1% | $31.6K | Cut$25.6K |
| Home Depot, Inc. | HD | 897 | $295.1K | 0.1% | −$13.6K | Cut−$21.5K |
| Alphabet Inc | — | 1.03K | $294.6K | 0.1% | −$27.7K | Cut−$35.2K |
| Blackrock Etf Trust | — | 8.79K | $287.6K | 0.1% | — | New |
| Proshares Tr Ii | — | 4.66K | $286.5K | 0.1% | $27.7K | Cut−$1.57M |
| Ishares Gold Tr | — | 3.2K | $281.8K | 0.1% | $22.3K | Cut−$746.4K |
| American Centy Etf Tr | — | 3.66K | $280.6K | 0.1% | $3.19K | Added$16.5K |
| GE Vernova Inc. | GEV | 321 | $280.2K | 0.1% | — | New |
| Schwab Strategic Tr | — | 10.8K | $275.9K | 0.1% | −$13.7K | Held |
| Invesco Actively Managed Exc | — | 10.2K | $256.3K | 0.1% | — | New |
| Coca Cola Co | KO | 3.36K | $255.6K | 0.1% | $20.6K | Cut$19.3K |
| Trane Technologies Plc | TT | 609 | $253.8K | 0.1% | — | New |
| Tjx Cos Inc New | — | 1.51K | $241.8K | 0.1% | $9.01K | Added$14.4K |
| Fedex Corp | FDX | 651 | $232K | 0.1% | — | New |
| Cisco Sys Inc | — | 2.94K | $228.3K | 0.1% | $1.65K | Cut−$26.3K |
| HCA Healthcare, Inc. | HCA | 475 | $224.8K | 0.1% | — | New |
| Ishares Tr | — | 1.85K | $218.3K | 0.1% | −$20.9K | Held |
| Pepsico Inc | PEP | 1.4K | $216.9K | 0.1% | $16.4K | Cut$4.67K |
| Vanguard Specialized Funds | — | 1K | $215.5K | 0.1% | −$4.73K | Held |
| Vanguard Scottsdale Fds | — | 2.58K | $213K | 0.1% | −$2.59K | Cut−$16.9K |
| J P Morgan Exchange Traded F | — | 4.2K | $212.7K | 0.1% | $87 | Added$7.32K |
| Hsbc Hldgs Plc | — | 2.56K | $211.6K | 0.1% | $9.8K | Held |
| Ishares Tr | — | 1.15K | $208.8K | 0.1% | −$21K | Cut−$55.6K |
| Applied Matls Inc | — | 600 | $205.1K | 0.1% | — | New |
| Pfizer Inc | PFE | 7.28K | $204.4K | 0.1% | — | New |
| Ford Mtr Co | — | 11.5K | $132.8K | 0.0% | −$18.2K | Cut−$29.8K |
| Talkspace, Inc. | TALK | 15.5K | $80.4K | 0.0% | $24K | Held |
| Tenaya Therapeutics, Inc. | TNYA | 14.1K | $9.75K | 0.0% | −$269 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.