Skip to main content
Livermore
Livermore
ZHEN

Legacy Wealth Partners, LLC

SEC CIK
0002066638
Latest filing
Jul 22, 2026

The latest 13F from Legacy Wealth Partners, LLC covers Q2 2026 (filed Jul 22, 2026): 189 long positions worth $441.9M. The top 10 holdings make up 51.2% of the portfolio, and the largest is iShares Core S&P 500 ETF at 14.1%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
33
Est. +$34.4M
Added
80
Est. +$38.4M
Reduced
65
Est. −$47.6M
Sold out
20
Est. −$13.2M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    14.1%$62.2M
  2. iShares Core U.S. Aggregate Bond ETF464287226
    10.7%$47.4M
  3. iShares Core MSCI Eafe ETF46432F842
    5.4%$23.9M
  4. Vanguard Morningstar Value ETF922908744
    4.5%$20.0M
  5. Vanguard S&P 500 ETF922908363
    3.6%$15.9M

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Core S&P 500 ETF464287200
    +$10.3MAdded
  2. iShares Tr46435U853
    +$9.64MNew
  3. iShares Tr464287234
    +$6.48MAdded
  4. ProShares Tr74348A707
    +$4.04MNew
  5. iShares Russell 2000 ETF464287655
    +$3.77MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Core S&P 500 ETF464287200
    +2.72 pp11.3% → 14.1%
  2. iShares Tr46435U853
    +2.18 pp0.0% → 2.2%
  3. iShares Tr464287234
    +1.58 pp1.4% → 2.9%
  4. iShares Russell 2000 ETF464287655
    +0.92 pp0.7% → 1.6%
  5. ProShares Tr74348A707
    +0.91 pp0.0% → 0.9%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr46436E718
    −$23.0MReduced
  2. Vanguard Morningstar Value ETF922908744
    −$5.36MReduced
  3. NVDANVIDIA Corp
    −$4.00MReducedHistory
  4. Invesco Actvely MNGD Etc FD46090F100
    −$3.33MReduced
  5. iShares Core MSCI Eafe ETF46432F842
    −$2.56MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr46436E718
    −5.78 pp5.9% → 0.1%
  2. iShares Core U.S. Aggregate Bond ETF464287226
    −1.25 pp12.0% → 10.7%
  3. Vanguard Morningstar Value ETF922908744
    −1.20 pp5.7% → 4.5%
  4. Invesco Actvely MNGD Etc FD46090F100
    −1.02 pp1.5% → 0.5%
  5. NVDANVIDIA Corp
    −0.84 pp2.0% → 1.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$441.9M
+$43.0M (+10.8%) vs. prior quarter
Positions
189
+13 vs. prior quarter
Top 10 concentration
51.2%
Top 10 as share of value
Turnover
14.5%
Q2 2026, one quarter
Average holding period
2.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.

13F filings by quarter

3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $441.9M (Q2 2026)

Q4 2025: $386.3MQ1 2026: $398.9MQ2 2026: $441.9M
Q4 2025Q2 2026
13F filings of Legacy Wealth Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 22, 2026189$441.9MiShares Core S&P 500 ETFiShares Core U.S. Aggregate Bond ETFiShares Core MSCI Eafe ETFvs. Q1 2026SEC
Q1 2026Apr 17, 2026176$398.9MiShares Core U.S. Aggregate Bond ETFiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFvs. Q4 2025SEC
Q4 2025Feb 17, 2026177$386.3MiShares Core S&P 500 ETFiShares Core U.S. Aggregate Bond ETFSPY–SEC