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Alexander G. Cameron

Legacy Wealth Partners, Llc

Assets Managed
$445.257M
Holdings
189
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
11.62%(2Q avg: 7.45%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Wealth Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 189 positions.

Assets under management

The assets under management (AUM) of Legacy Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 445.257M in assets, with a quarterly growth rate of 11.62% and a 2-quarter average growth rate of 7.45%. The portfolio is managed by Alexander G. Cameron, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 19.79%
13.97%
$62.161M
83,004 shares@ $748.89 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -0.47%
10.65%
$47.411M
478,994 shares@ $98.99 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -9.69%
5.36%
$23.854M
246,985 shares@ $96.58 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -21.13%
4.5%
$19.993M
91,743 shares@ $217.93 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.26%
3.57%
$15.883M
23,126 shares@ $686.82 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Increased 99.78%
2.92%
$12.971M
189,608 shares@ $68.42 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 0.26%
2.67%
$11.853M
39,103 shares@ $303.13 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 308.69%
2.53%
$11.254M
139,681 shares@ $80.57 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 10.07%
2.49%
$11.075M
239,969 shares@ $46.16 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.47%
2.2%
$9.778M
137,234 shares@ $71.25 avg price

1-10 of 189