Legacy Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
Lakewood, CO
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
189
Total value ($000)
$445,257
Net value change ($000)
+46,339 (11.6%)
New positions
33
Sold out positions
20
Turnover %
11.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 16,896 37.3%
USHY 9,643 NEW
EEM 7,581 140.6%
IWM 4,381 152.7%
UJB 4,043 NEW
IDHQ 3,333 NEW
TIP 3,273 NEW
SPY 2,726 43.3%
UWM 2,328 167.4%
VOO 2,236 16.4%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -23,017 -97.4%
PDBC -3,841 -62.7%
NVDA -2,844 -36.3%
VTV -2,829 -12.4%
IEF -1,706 -82.7%
RPV -1,681 -100.0%
COMT -1,666 -100.0%
EWX -1,639 -100.0%
GVI -1,639 -100.0%
QQQ -1,146 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type