Legacy Wealth Partners, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$386.3M
Holdings
177
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (177 positions)
| # | 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% | |
| 26 | IWMISHARES TR | 9,523 | $2.3M | 0.61% | |
| 27 | USHYISHARES TR | 50,726 | $1.9M | 0.49% | |
| 28 | XBISPDR SERIES TRUST | 15,300 | $1.9M | 0.48% | |
| 29 | UGLPROSHARES TR II | 33,480 | $1.9M | 0.48% | |
| 30 | EFAISHARES TR | 18,066 | $1.7M | 0.45% | |
| 31 | LVHILEGG MASON ETF INVT | 47,025 | $1.7M | 0.45% | |
| 32 | IUSBISHARES TR | 36,741 | $1.7M | 0.44% | |
| 33 | SPSMSPDR SERIES TRUST | 35,921 | $1.7M | 0.44% | |
| 34 | FISRSSGA ACTIVE TR | 64,397 | $1.7M | 0.43% | |
| 35 | VUGVANGUARD INDEX FDS | 3,319 | $1.6M | 0.42% | |
| 36 | AOMISHARES TR | 33,320 | $1.6M | 0.41% | |
| 37 | STIPISHARES TR | 15,512 | $1.6M | 0.41% | |
| 38 | AMZNAMAZON COM INC | 6,851 | $1.6M | 0.41% | |
| 39 | AMLPALPS ETF TR | 33,359 | $1.6M | 0.41% | |
| 40 | RSPINVESCO EXCHANGE TRADED FD T | 8,112 | $1.6M | 0.40% | |
| 41 | VXFVANGUARD INDEX FDS | 7,279 | $1.5M | 0.39% | |
| 42 | XLISELECT SECTOR SPDR TR | 9,658 | $1.5M | 0.39% | |
| 43 | NANRSPDR INDEX SHS FDS | 21,920 | $1.5M | 0.38% | |
| 44 | SHVISHARES TR | 13,103 | $1.4M | 0.37% | |
| 45 | GVIISHARES TR | 13,393 | $1.4M | 0.37% | |
| 46 | EWXSPDR INDEX SHS FDS | 21,566 | $1.4M | 0.37% | |
| 47 | SHYISHARES TR | 16,477 | $1.4M | 0.35% | |
| 48 | LLYELI LILLY & CO | 1,252 | $1.3M | 0.35% | |
| 49 | IVEISHARES TR | 6,335 | $1.3M | 0.35% | |
| 50 | UWMPROSHARES TR | 28,496 | $1.3M | 0.35% | |
| 51 | DYNFBLACKROCK ETF TRUST | 20,528 | $1.2M | 0.32% | |
| 52 | BIVVANGUARD BD INDEX FDS | 15,608 | $1.2M | 0.31% | |
| 53 | IEMGISHARES INC | 18,041 | $1.2M | 0.31% | |
| 54 | IVWISHARES TR | 9,358 | $1.2M | 0.30% | |
| 55 | IDEVISHARES TR | 13,930 | $1.1M | 0.30% | |
| 56 | VMBSVANGUARD SCOTTSDALE FDS | 24,314 | $1.1M | 0.30% | |
| 57 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,253 | $1.1M | 0.29% | |
| 58 | BLVVANGUARD BD INDEX FDS | 15,909 | $1.1M | 0.29% | |
| 59 | GOOGLALPHABET INC | 3,490 | $1.1M | 0.28% | |
| 60 | AVGOBROADCOM INC | 3,140 | $1.1M | 0.28% | |
| 61 | TSLATESLA INC | 2,348 | $1.1M | 0.27% | |
| 62 | BSXBOSTON SCIENTIFIC CORP | 10,952 | $1.0M | 0.27% | |
| 63 | EFVISHARES TR | 14,599 | $1.0M | 0.27% | |
| 64 | SGOVISHARES TR | 10,265 | $1.0M | 0.27% | |
| 65 | IAU*ISHARES GOLD TR | 12,667 | $1.0M | 0.27% | |
| 66 | JPMJPMORGAN CHASE & CO. | 3,076 | $991K | 0.26% | |
| 67 | QQQMINVESCO EXCH TRADED FD TR II | 3,884 | $982K | 0.25% | |
| 68 | SPTLSPDR SERIES TRUST | 35,237 | $932K | 0.24% | |
| 69 | SPMDSPDR SERIES TRUST | 15,927 | $922K | 0.24% | |
| 70 | OEFISHARES TR | 2,444 | $838K | 0.22% | |
| 71 | CERYSPDR SERIES TRUST | 28,210 | $805K | 0.21% | |
| 72 | GBILGOLDMAN SACHS ETF TR | 8,055 | $805K | 0.21% | |
| 73 | IEFISHARES TR | 8,326 | $800K | 0.21% | |
| 74 | GWXSPDR INDEX SHS FDS | 18,352 | $749K | 0.19% | |
| 75 | IJRISHARES TR | 5,998 | $720K | 0.19% | |
| 76 | AOKISHARES TR | 17,900 | $718K | 0.19% | |
| 77 | MBBISHARES TR | 7,475 | $711K | 0.18% | |
| 78 | COSTCOSTCO WHSL CORP NEW | 800 | $689K | 0.18% | |
| 79 | METAMETA PLATFORMS INC | 1,027 | $678K | 0.18% | |
| 80 | VONGVANGUARD SCOTTSDALE FDS | 5,557 | $676K | 0.17% | |
| 81 | VEUVANGUARD INTL EQUITY INDEX F | 9,094 | $668K | 0.17% | |
| 82 | MUBISHARES TR | 6,207 | $664K | 0.17% | |
| 83 | VTIVANGUARD INDEX FDS | 1,976 | $662K | 0.17% | |
| 84 | EETPROSHARES TR | 7,758 | $625K | 0.16% | |
| 85 | VOTVANGUARD INDEX FDS | 2,163 | $603K | 0.16% | |
| 86 | JNJJOHNSON & JOHNSON | 2,896 | $599K | 0.16% | |
| 87 | EMHCSPDR SERIES TRUST | 22,834 | $581K | 0.15% | |
| 88 | TLHISHARES TR | 5,695 | $579K | 0.15% | |
| 89 | VYLDJPMORGAN CHASE FINL CO LLC | 20,277 | $573K | 0.15% | |
| 90 | ISCBISHARES TR | 8,618 | $560K | 0.14% | |
| 91 | XOMEXXON MOBIL CORP | 4,523 | $544K | 0.14% | |
| 92 | KAMOMANAGED PORTFOLIO SERIES | 21,714 | $543K | 0.14% | |
| 93 | IJHISHARES TR | 8,119 | $535K | 0.14% | |
| 94 | JQUAJ P MORGAN EXCHANGE TRADED F | 8,431 | $532K | 0.14% | |
| 95 | QUALISHARES TR | 2,614 | $519K | 0.13% | |
| 96 | ABBVABBVIE INC | 2,262 | $516K | 0.13% | |
| 97 | KORPAMERICAN CENTY ETF TR | 10,909 | $515K | 0.13% | |
| 98 | ESGUISHARES TR | 3,435 | $511K | 0.13% | |
| 99 | SYYSYSCO CORP | 6,895 | $508K | 0.13% | |
| 100 | EPDENTERPRISE PRODS PARTNERS L | 15,096 | $483K | 0.13% |
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