—

Legacy Wealth Partners, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2026
  • Location
    lakewood, CO
  • CIK
    0002066638
  • All SEC filings

Q2 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

189

$445.26M
IVV, AGG, IEFA, VTV
13F-HR
Jul 22, 2026
000206663826000004

176

$398.92M
AGG, IVV, IEFA, SGOV
13F-HR
Apr 17, 2026
000206663826000003

177

$386.29M
IVV, AGG, SPY, IEFA
13F-HR
Feb 17, 2026
000206663826000002