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Legacy Wealth Partners, LLC

Q2 2026 13F Holdings

  • Location
    lakewood, CO
  • Num holdings

    189

  • Value ($000)

    $445,257

  • Date Filed
    07/22/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$62.16M
14 %

83,004

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$47.41M
11 %

478,994

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$23.85M
5 %

246,985

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$19.99M
5 %

91,743

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$15.88M
4 %

23,126

E
EEM

ISHARES TR

MSCI EMG MKT ETF
464287234
$12.97M
3 %

189,608

V
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$11.85M
3 %

39,103

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$11.25M
3 %

139,681

I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$11.07M
3 %

239,969

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$9.78M
2 %

137,234

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