—

Legacy Wealth Partners, LLC

Q1 2026 13F Holdings

  • Location
    lakewood, CO
  • Num holdings

    176

  • Value ($000)

    $398,918

  • Date Filed
    04/17/2026
  • Form type
    13F-HR
  • CIK
    0002066638
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$47.78M
12 %

481,289

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$45.26M
11 %

69,296

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$24.76M
6 %

273,493

S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$23.63M
6 %

234,767

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$22.82M
6 %

116,322

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$13.65M
3 %

22,839

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$10.22M
3 %

39,004

I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$10.07M
3 %

218,024

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$9.82M
3 %

34,178

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$8.67M
2 %

135,254

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 176