Institutional Fund
Legacy Wealth Partners, LLC
Lakewood, COCIK 20666382 filings on record
Portfolio Value
$398.92M
Q1 2026
Holdings
176
Reported positions
New Buys
26
Opened this quarter
QoQ Change
+3.3%
from $386.29M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr12.0%
- Ishares Tr11.3%
- Ishares Tr6.2%
- Ishares Tr5.9%
- Vanguard Index Fds5.7%
- Vanguard Index Fds3.4%
- Other55.4%
Portfolio Holdings
176 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 481.3K | $47.78M | 12.0% | −21.6K | Reduced |
| 2 | Ishares Tr | 69.3K | $45.26M | 11.3% | −10.5K | Reduced |
| 3 | Ishares Tr | 273.5K | $24.76M | 6.2% | +690 | Added |
| 4 | Ishares Tr | 234.8K | $23.63M | 5.9% | +224.5K | Added |
| 5 | Vanguard Index Fds | 116.3K | $22.82M | 5.7% | +67.6K | Added |
| 6 | Vanguard Index Fds | 22.8K | $13.65M | 3.4% | +943 | Added |
| 7 | Vanguard Index Fds | 39.0K | $10.22M | 2.6% | +1.6K | Added |
| 8 | Ishares Tr | 218.0K | $10.07M | 2.5% | +181.3K | Added |
| 9 | Vanguard Index Fds | 34.2K | $9.82M | 2.5% | +1.0K | Added |
| 10 | Vanguard Tax-Managed Fds | 135.3K | $8.67M | 2.2% | +3.8K | Added |
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