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Disclosed positions
Legacy Wealth Partners, LLC: source evidence dated 2026-07-23T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $62,160,666
- Reported amount
- 83,004
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002066638-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| ISHARES TR | IVV | CORE S&P500 ETF | $62,160,666 | 83,004 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $47,410,830 | 478,994 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $23,853,786 | 246,985 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $19,993,486 | 91,743 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $15,883,187 | 23,126 | SH | None |
| ISHARES TR | EEM | MSCI EMG MKT ETF | $12,971,100 | 189,608 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $11,852,999 | 39,103 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $11,254,085 | 139,681 | SH | None |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $11,074,586 | 239,969 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $9,777,903 | 137,234 | SH | None |
| ISHARES TR | USHY | BROAD USD HIGH | $9,643,377 | 260,491 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $9,024,423 | 12,085 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $7,249,791 | 24,130 | SH | None |
| ISHARES TR | HYG | IBOXX HI YD ETF | $6,998,655 | 87,516 | SH | None |
| ISHARES TR | AOR | CORE 60 BALA ETF | $6,812,282 | 98,018 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $5,386,770 | 106,500 | SH | None |
| SSGA ACTIVE TR | XLSR | STATE STREET US | $5,133,669 | 79,150 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $5,000,812 | 24,993 | SH | None |
| ISHARES TR | AOA | CORE 80 20 ETF | $4,960,509 | 50,825 | SH | None |
| ISHARES TR | IAGG | CORE INTL AGGR | $4,717,489 | 93,231 | SH | None |
| APPLE INC | AAPL | COM | $4,134,715 | 14,289 | SH | None |
| PROSHARES TR | UJB | ULTRA HIGH YLD | $4,043,383 | 51,504 | SH | None |
| SPDR INDEX SHS FDS | SPEM | ST PORT MARK ETF | $3,723,966 | 71,919 | SH | None |
| PROSHARES TR | UWM | PSHS ULTRUSS2000 | $3,719,231 | 55,321 | SH | None |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $3,468,545 | 68,834 | SH | None |
| PROSHARES TR | EET | MSCI EMRG ETF | $3,452,675 | 29,367 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $3,431,328 | 57,486 | SH | None |
| INVESCO EXCH TRADED FD TR II | IDHQ | S&P INTL QULTY | $3,332,609 | 4,526 | SH | None |
| ISHARES TR | TIP | TIPS BD ETF | $3,272,723 | 29,907 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $3,105,767 | 64,129 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $2,782,400 | 35,713 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,464,180 | 6,606 | SH | None |
| WISDOMTREE TR | USDU | BLMBG US BULL | $2,291,860 | 85,677 | SH | None |
| INVESCO ACTVELY MNGD ETC FD | PDBC | OPTIMUM YIELD | $2,282,258 | 143,719 | SH | None |
| INVESCO ACTIVELY MANAGED EXC | VRIG | VAR RATE INVT | $2,272,997 | 90,666 | SH | None |
| WISDOMTREE TR | DXJ | JAPN HEDGE EQT | $2,267,104 | 13,065 | SH | None |
| SPDR SERIES TRUST | XBI | ST STR SP BIOT | $2,251,898 | 14,230 | SH | None |
| ISHARES TR | IXJ | GLOB HLTHCRE ETF | $2,102,085 | 21,367 | SH | None |
| ISHARES TR | SHV | TRUST ISHARE 0-1 | $1,987,624 | 18,012 | SH | None |
| SSGA ACTIVE TR | FISR | ST STR SECTO ETF | $1,954,658 | 76,205 | SH | None |
| ISHARES INC | EWW | MSCI MEXICO ETF | $1,931,880 | 25,666 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,919,114 | 8,052 | SH | None |
| SELECT SECTOR SPDR TR | XLE | ST STR ENERG ETF | $1,878,713 | 35,374 | SH | None |
| VANGUARD INDEX FDS | VXF | EXTEND MKT ETF | $1,857,901 | 7,546 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $1,841,948 | 17,732 | SH | None |
| ISHARES TR | EWU | MSCI UK ETF NEW | $1,697,168 | 36,783 | SH | None |
| SPDR SERIES TRUST | JNK | ST BLOO HIGH ETF | $1,696,883 | 17,608 | SH | None |
| ISHARES TR | IYM | U.S. BAS MTL ETF | $1,654,189 | 9,214 | SH | None |
| SPDR SERIES TRUST | SPSM | ST STR SP600 SML | $1,599,593 | 27,737 | SH | None |
| ISHARES TR | AOM | CORE 40 MODE ETF | $1,541,648 | 30,901 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.