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Portfolio (Quarterly) Guide ↗

Legacy Wealth Partners, LLC

· CIK 0002066638
13F Portfolio $445M AUM 189 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 33 New 75 Added 58 Reduced 20 Exited
Page 1 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEFA ISHARES TR 246,985.0 $23.9M 5.36% -27K -9.7% $96.58 +4.5%
2 VTV VANGUARD INDEX FDS 91,743.0 $20.0M 4.49% -25K -21.1% $217.93 +4.1%
3 NVDA NVIDIA CORPORATION Technology 24,993.0 $5.0M 1.12% -20K -44.4% $200.09 +5.1%
4 IAGG ISHARES TR 93,231.0 $4.7M 1.06% -2K -1.9% $50.60 -1.5%
5 AAPL APPLE INC Technology 14,289.0 $4.1M 0.93% -920.0 -6.0% $289.36 +8.1%
6 SPDW SPDR INDEX SHS FDS 68,834.0 $3.5M 0.78% -20K -22.4% $50.39 +3.4%
7 PDBC INVESCO ACTVELY MNGD ETC FD 143,719.0 $2.3M 0.51% -210K -59.3% $15.88 +15.1%
8 FISR SSGA ACTIVE TR 76,205.0 $2.0M 0.44% -16K -17.6% $25.65 -1.3%
9 EFA ISHARES TR 17,732.0 $1.8M 0.41% -324.0 -1.8% $103.88 +4.2%
10 SPSM SPDR SERIES TRUST 27,737.0 $1.6M 0.36% -2K -8.1% $57.67 -1.0%
11 SHY ISHARES TR 17,105.0 $1.4M 0.32% -5K -21.2% $82.11 -0.1%
12 IEMG ISHARES INC 15,742.0 $1.3M 0.29% -3K -14.2% $82.84 -1.1%
13 IVE ISHARES TR 4,912.0 $1.1M 0.25% -828.0 -14.4% $227.06 +4.7%
14 GLD SPDR GOLD TR Financial Services 2,910.0 $1.1M 0.24% -1K -28.0% $368.38 +14.5%
15 AVGO BROADCOM INC Technology 2,693.0 $1.0M 0.23% -417.0 -13.4% $377.71 -6.4%
16 AMD ADVANCED MICRO DEVICES INC Technology 1,448.0 $841K 0.19% -113.0 -7.2% $580.91 -17.1%
17 IJR ISHARES TR 5,463.0 $810K 0.18% -230.0 -4.0% $148.30 -1.0%
18 BAI BLACKROCK ETF TRUST 14,282.0 $753K 0.17% -363.0 -2.5% $52.72 -16.1%
19 VEU VANGUARD INTL EQUITY INDEX F 8,984.0 $752K 0.17% -98.0 -1.1% $83.75 +2.4%
20 LRCX LAM RESEARCH CORP Technology 1,633.0 $708K 0.16% -58.0 -3.4% $433.33 -27.5%
Page 1 of 3  ·  58 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.8%
Financial Services 29.3%
Industrials 7.5%
Healthcare 7.1%
Consumer Cyclical 6.5%
Consumer Defensive 5.1%
Communication Services 4.3%
Energy 1.9%
Utilities 1.4%