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Home > Institutional Investor > Legacy Wealth Partners, Llc > 13F Holdings

Instuitional Investor - Legacy Wealth Partners, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 481,289 $47,777,522 11.98%
2.
Ishares Trust
 IEF 69,296 $45,264,713 11.35%
3.
Ishares Trust
 VLUE 273,493 $24,759,311 6.21%
4.
Ishares Tr
 234,767 $23,631,638 5.92%
5.
Vanguard Index Fds - VALUE ETF
 116,322 $22,822,470 5.72%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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