Titelia

Holdings of Legacy Wealth Partners, LLC

161 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 56.4 % of the equity sleeve

Sector breakdown

  • Funds 25.8 %
  • Technology 4.3 %
  • Health care 0.9 %
  • Financials 0.9 %
  • Consumer staples 0.6 %
  • Consumer discretionary 0.6 %
  • Industrials 0.6 %
  • Communication 0.6 %
  • Energy 0.2 %
  • Utilities 0.1 %
  • Unattributed 65.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US161384.4M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Core U.S. Aggregate Bond ETF 481,28947.8M $
2iShares Core S&P 500 ETF 69,29645.3M $
3iShares Core MSCI EAFE ETF 273,49324.8M $
4iShares Trust 234,76723.6M $
5Vanguard Value ETF 116,32222.8M $
6Vanguard S&P 500 ETF 22,83913.6M $
7Vanguard Small-Cap ETF 39,00410.2M $
8iShares Trust 218,02410.1M $
9Vanguard Mid-Cap ETF 34,1789.8M $
10Vanguard FTSE Developed Markets ETF 135,2548.7M $
11NVIDIA Corp 44,9857.8M $
12iShares Trust 85,0296.8M $
13State Street SPDR S&P 500 ETF Trust 9,6856.3M $
14iShares Core 60/40 Balanced Al 96,2616.2M $
15INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS 353,5006.1M $
16iShares MSCI Emerging Markets ETF 94,9115.4M $
17Vanguard Tax-Exempt Bond Index ETF 104,0055.2M $
18iShares Trust 95,0194.8M $
19iShares Core 80/20 Aggressive 50,1204.4M $
20State Street SPDR Portfolio Developed World ex-US ETF 88,7294.1M $
21Apple Inc 15,2093.9M $
22Vanguard International Equity Index Funds 56,6203.1M $
23State Street SPDR Portfolio Emerging Markets ETF 63,2953M $
24Vanguard Charlotte Funds 61,4033M $
25iShares Russell 2000 ETF 11,5682.9M $
26Vanguard Short-term Bond Etf 33,8792.7M $
27Microsoft Corp 5,9432.2M $
28iShares Trust 21,6242.1M $
29WisdomTree Trust 11,8101.9M $
30WisdomTree Bloomberg US Dollar Bullish Fund 71,0831.9M $
31Select Sector Spdr Trust 30,0121.8M $
32iShares Trust 21,6961.8M $
33iShares MSCI EAFE ETF 18,0561.8M $
34SPDR Gold Shares 4,0431.7M $
35SPDR Series Trust 13,5951.7M $
36Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF 15,6501.7M $
37ISHARES US ETF TRUST 49,2681.7M $
38iShares Intermediate Governmen 15,3681.6M $
39State Street SPDR S&P Emerging Markets Small Cap ETF 24,7931.6M $
40iShares 0-1 Year Treasury Bond ETF 14,6741.6M $
41Vanguard Extended Market ETF 7,4931.5M $
42ProShares Ultra S&P500 29,3701.5M $
43SPDR Series Trust 30,1911.5M $
44State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF 41,0341.4M $
45Amazon.com Inc 6,5541.4M $
46Vanguard Bond Index Funds 17,1161.3M $
47iShares Core MSCI Emerging Markets ETF 18,3491.3M $
48Vanguard Scottsdale Funds 26,6481.3M $
49iShares Trust 5,7401.2M $
50Vanguard Bond Index Funds 17,5651.2M $
51Berkshire Hathaway Inc 2,4221.2M $
52Vanguard Growth ETF 2,6511.2M $
53Invesco QQQ Trust Series 1 1,9861.1M $
54Eli Lilly & Co 1,2241.1M $
55BlackRock ETF Trust 18,4581.1M $
56SPDR Series Trust 17,0771M $
57iShares Trust 8,9191M $
58Broadcom Inc 3,110962.6K $
59iShares Trust 12,934961.6K $
60Alphabet Inc 3,331957.9K $
61JPMorgan Chase & Co 3,150926.6K $
62PIMCO ETF TR 9,505910.8K $
63Avantis Short-Term Fixed Income ETF 19,437909.7K $
64iShares Core MSCI International Developed Markets ETF 10,479875.7K $
65iShares National Muni Bond ETF 8,100859.8K $
66State Street SPDR S&P International Small Cap ETF 19,930841.6K $
67Costco Wholesale Corp 768765.3K $
68Goldman Sachs Access Treasury 0-1 Year ETF 7,377739.1K $
69Johnson & Johnson 2,973726.7K $
70iShares Core S&P Small-Cap ETF 5,693707.7K $
71iShares Core 30/70 Conservativ 17,680705.3K $
72Invesco Ultra Short Duration E 13,936698.5K $
73State Street SPDR Portfolio Long Term Treasury ETF 26,453695.7K $
74Boston Scientific Corp 10,933686K $
75Vanguard FTSE All-World ex-US ETF 9,082682.1K $
76iShares MBS ETF 7,155679.4K $
77State Street SPDR Bloomberg High Yield Bond ETF 6,955665.7K $
78Xylem Inc/NY 5,369641.6K $
79Exxon Mobil Corp 3,670622.7K $
80State Street SPDR Bloomberg Emerg Mkts USD Bd ETF 24,453606.4K $
81Meta Platforms Inc 1,019583.2K $
82State Street SPDR Portfolio Long Term Corporate Bond ETF 25,964576.9K $
83Enterprise Products Partners LP 15,096571.2K $
84AbbVie Inc 2,600565.5K $
85Kensington Credit Opportunitie 22,844563.8K $
86Vanguard Total Stock Market ETF 1,725553.5K $
87iShares Core S&P Mid-Cap ETF 8,054543.9K $
88American Century Diversified Corporate Bond ETF 11,643542.7K $
89iShares Trust 2,742525.9K $
90iShares MSCI EAFE Growth ETF 4,677520.9K $
91iShares Trust 5,062509.8K $
92State Street Blackstone Senior Loan ETF 12,596505.6K $
93Leuthold Select Industries ETF 12,258495.8K $
94Sysco Corp 6,787484.1K $
95iShares ESG Aware MSCI USA ETF 3,357474.7K $
96iShares Trust 20,347466.2K $
97Jacobs Solutions Inc 3,590456.9K $
98BlackRock ETF Trust 12,201441.9K $
99RTX Corp 2,199424.2K $
100Lockheed Martin Corp 702424K $