Legacy Wealth Partners, LLC
CIK: 0002066638Latest portfolio: $386.3M · Q4 2025
Holdings
177
Total Value
$386.3M
New Positions
177
Closed Positions
0
Top Holdings
View All 177 Holdings →| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 79,788 | $54.6M | 14.15% | |
| 2 | AGGISHARES TR | 502,840 | $50.2M | 13.00% | |
| 3 | SPYSPDR S&P 500 ETF TR | 37,095 | $25.3M | 6.55% | |
| 4 | AQLTISHARES TR | 272,803 | $24.4M | 6.32% | |
| 5 | VOOVANGUARD INDEX FDS | 21,896 | $13.7M | 3.55% | |
| 6 | SSOPROSHARES TR | 166,882 | $9.7M | 2.50% | |
| 7 | VBVANGUARD INDEX FDS | 37,414 | $9.7M | 2.50% | |
| 8 | VOVANGUARD INDEX FDS | 33,168 | $9.6M | 2.49% | |
| 9 | VTVVANGUARD INDEX FDS | 48,754 | $9.3M | 2.41% | |
| 10 | NVDANVIDIA CORPORATION | 47,947 | $8.9M | 2.31% | |
| 11 | VEAVANGUARD TAX-MANAGED FDS | 131,483 | $8.2M | 2.13% | |
| 12 | AORISHARES TR | 105,680 | $6.9M | 1.78% | |
| 13 | HYGISHARES TR | 79,082 | $6.4M | 1.65% | |
| 14 | GQ9SPDR GOLD TR | 13,907 | $5.5M | 1.43% | |
| 15 | VTEBVANGUARD MUN BD FDS | 105,194 | $5.3M | 1.37% | |
| 16 | AOAISHARES TR | 56,339 | $5.0M | 1.31% | |
| 17 | XLSRSSGA ACTIVE TR | 68,406 | $4.3M | 1.10% | |
| 18 | AAPLAPPLE INC | 14,750 | $4.0M | 1.04% | |
| 19 | EEMISHARES TR | 70,984 | $3.9M | 1.01% | |
| 20 | SPDWSPDR INDEX SHS FDS | 83,725 | $3.7M | 0.96% | |
| 21 | MSFTMICROSOFT CORP | 6,572 | $3.2M | 0.82% | |
| 22 | VWOVANGUARD INTL EQUITY INDEX F | 55,080 | $3.0M | 0.77% | |
| 23 | SPEMSPDR INDEX SHS FDS | 58,249 | $2.7M | 0.71% | |
| 24 | BNDXVANGUARD CHARLOTTE FDS | 56,224 | $2.7M | 0.70% | |
| 25 | BSVVANGUARD BD INDEX FDS | 30,697 | $2.4M | 0.63% |
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($8.942401031781088e+36T)
Unknown0.0% ($24404551111321030656.0T)
Healthcare0.0% ($134510445995162.4T)
Consumer Cyclical0.0% ($15811055316.3T)
Consumer Defensive0.0% ($689508337.3T)
Communication Services0.0% ($1092.7T)
Industrials0.0% ($367.3T)
Energy0.0% ($544.5B)
Utilities0.0% ($276K)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $386.3M | 177 |
Fund Information
Legacy Wealth Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $386.3M across 177 holdings. The largest position is ISHARES TR (IVV), representing 14.1% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.