Legacy Wealth Partners, LLC - Portfolio Stock Holdings
Legacy Wealth Partners, LLC disclosed 215 stock positions in a recent SEC 13F filing. $460,164,121 of stock holdings were filed, with the largest holdings including IVV, AGG, and IEFA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $646,023,157 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
215Est. Stock Holding Value:
$460,164,121Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Legacy Wealth Partners, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...