Legacy Wealth Partners, LLC: 13F holdings
CIK 20666382026Q2
| Positions | 189 |
|---|
| Reported value | $445.3m |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 189 (+13 vs prior quarter) |
|---|
| Reported value | $445.3m (+11.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 83,004 | $62.2m | 14.0% |
| AGG ISHARES TR | 478,994 | $47.4m | 10.6% |
| IEFA ISHARES TR | 246,985 | $23.9m | 5.4% |
| VTV VANGUARD INDEX FDS | 91,743 | $20.0m | 4.5% |
| VOO VANGUARD INDEX FDS | 23,126 | $15.9m | 3.6% |
| EEM ISHARES TR | 189,608 | $13.0m | 2.9% |
| VB VANGUARD INDEX FDS | 39,103 | $11.9m | 2.7% |
| VO VANGUARD INDEX FDS | 139,681 | $11.3m | 2.5% |
| IUSB ISHARES TR | 239,969 | $11.1m | 2.5% |
| VEA VANGUARD TAX-MANAGED FDS | 137,234 | $9.8m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2066638")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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