Legacy Wealth Partners
Legacy Wealth Partners reported 196 stocks worth $462M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are IVV (14.1%), AGG (9.4%) and IEFA (5.3%). Compared with Q2 2026, the fund opened new positions in DIVB, QQQ and PDBA, added to IVV, IEFA and SPY, trimmed AGG, VOO and EEM and sold out of USHY, IWM and UJB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $64.9M | 14.1% | 85K | +1,741 (+2%) | 4 of 4 | |
| 2 |  AGG Ishares TR | $43.7M | 9.4% | 462K | −17K (−4%) | 4 of 4 | |
| 3 |  IEFA Ishares TR | $24.5M | 5.3% | 253K | +6,305 (+3%) | 4 of 4 | |
| 4 |  VOO Vanguard S&P 500 ETF | $16.1M | 3.5% | 23K | −102 (−0%) | 4 of 4 | |
| 5 |  DIVB Ishares Core | $15.1M | 3.3% | 233K | New position | 1 of 4 | |
| 6 |  QQQ Invesco Qqq TR | $13.2M | 2.9% | 18K | New position | 2 of 4 | |
| 7 |  SPY Spdr S&P 500 ETF TR | $12.7M | 2.7% | 17K | +4,521 (+37%) | 4 of 4 | |
| 8 |  VB Vanguard Index Fds | $11.4M | 2.5% | 40K | +878 (+2%) | 4 of 4 | |
| 9 |  VO Vanguard Index Fds | $11.2M | 2.4% | 143K | +3,562 (+3%) | 4 of 4 | |
| 10 |  SGOV Ishares TR | $11.2M | 2.4% | 112K | +105K (+1724%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 USHY Ishares TR | $9.6M | 260K |
 IWM Ishares TR | $7.2M | 24K |
 UJB Proshares TR | $4M | 52K |
 UWM Proshares TR | $3.7M | 55K |
 IDHQ Invesco S&P International Developed High Quality ETF | $3.3M | 4,526 |
🔒 Free account: see all 20.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Legacy Wealth Partners 13F FAQ
What does Legacy Wealth Partners own?
Legacy Wealth Partners reported 196 stocks worth $462M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are IVV (14.1%), AGG (9.4%) and IEFA (5.3%). The table above lists every position in the filing (the top 10 without an account).
What did Legacy Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 27 new positions, 101 added to, 55 trimmed and 20 sold out. New positions include DIVB, QQQ and PDBA. It sold all of USHY, IWM and UJB.
When will Legacy Wealth Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Legacy Wealth Partners's portfolio worth?
The Q3 2026 filing reports $462M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.