StockDriftsStockDriftsTop 50 Legacy Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.05% | 84.7K | $64.9M | +2.10%(+1.74K) | $681.16(+13.04%) | 2026-09-30 | |
| AGG | ISHARES TR | 9.45% | 461.7K | $43.7M | -3.61%(-17.27K) | $100.06(-4.95%) | 2026-09-30 | |
| IEFA | ISHARES TR | 5.31% | 253.3K | $24.5M | +2.55%(+6.30K) | $88.55(+8.37%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 3.49% | 23.0K | $16.1M | -0.44%(-102) | $619.63(+13.71%) | 2026-09-30 | |
| DIVB | ISHARES TR | 3.26% | 233.4K | $15.1M | new | $56.47(+21.53%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 2.86% | 17.9K | $13.2M | new | $722.25(-0.54%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.74% | 16.6K | $12.7M | +37.41%(+4.52K) | $698.22(+9.78%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 2.46% | 40.0K | $11.4M | +2.25%(+878) | $257.15(+10.60%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 2.43% | 143.2K | $11.2M | +2.55%(+3.56K) | $73.18(+9.44%) | 2026-09-30 | |
| SGOV | ISHARES TR | 2.43% | 111.5K | $11.2M | +1724.37%(+105.41K) | $100.67(-0.08%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +4.25% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.30% |
Legacy Wealth Partners LLC reports $462.02M in US-listed equity holdings across 196 positions in its most recent 13F filing. Its largest disclosed positions are IVV (14.1%), AGG (9.4%) and IEFA (5.3%). The top 20 holdings account for 64.2% of reported assets. Its disclosed equity book has returned +4.25% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Legacy Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2066638). View Legacy Wealth Partners LLC’s 13F filings on SEC