Legacy Wealth Partners, LLC ETF holdings
Lakewood, CO
Reported $407.4M in 133 ETFs in its Form 13F for June 30, 2026.
ETF value
$407.4M
ETFs held
133
Change from prior quarter
+12.3%
With price moves
ETFs as a share of its 13F
91.5%
of $445.3M
Top 10 of 133 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $62.2M | 83,004 | +13,708 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $47.4M | 478,994 | −2,295 shares |
| IEFA | iShares Core MSCI EAFE ETF | $23.9M | 246,985 | −26,508 shares |
| VTV | Vanguard Morningstar Value ETF | $20.0M | 91,743 | −24,579 shares |
| VOO | Vanguard S&P 500 ETF | $15.9M | 23,126 | +287 shares |
| EEM | iShares MSCI Emerging Markets ETF | $13.0M | 189,608 | +94,697 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $11.9M | 39,103 | +99 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $11.3M | 139,681 | +105,503 shares |
| IUSB | iShares Core Universal USD Bond ETF | $11.1M | 239,969 | +21,945 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $9.8M | 137,234 | +1,980 shares |
123 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002066638. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Legacy Wealth Partners, LLC own?
Legacy Wealth Partners, LLC reported 133 ETF positions worth $407.4M in its Form 13F for June 30, 2026. The largest was IVV, at $62.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.