Legacy Wealth Partners, LLC

13F filer, CIK 2066638, Lakewood, CO

Legacy Wealth Partners, LLC reported $386,288,470 across 177 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 55.79% of the portfolio.

Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC13F-HR 0002066638-26-000002

Period: 2025-12-31
Reported value: $386M
Holdings: 177
Top 10 weight: 55.79%
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Holdings, Q4 2025

Share positions as resolved from 13F-HR 0002066638-26-000002, largest first. % of portfolio is the value over $386,288,470, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
IVVISHARES TR	79,788	$54.7M	14.15%	Timeline
AGGISHARES TR	502,840	$50.2M	13%	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	37,095	$25.3M	6.55%	Timeline
IEFAISHARES TR	272,803	$24.4M	6.32%	Timeline
VOOVANGUARD INDEX FDS	21,896	$13.7M	3.55%	Timeline
SSOPROSHARES TR	166,882	$9.67M	2.5%	Timeline
VBVANGUARD INDEX FDS	37,414	$9.65M	2.5%	Timeline
VOVANGUARD INDEX FDS	33,168	$9.63M	2.49%	Timeline
VTVVANGUARD INDEX FDS	48,754	$9.31M	2.41%	Timeline
NVDANVIDIA CORPORATION	47,947	$8.94M	2.31%	Timeline
VEAVANGUARD TAX-MANAGED FDS	131,483	$8.21M	2.13%	Timeline
AORISHARES TR	105,680	$6.87M	1.78%	Timeline
HYGISHARES TR	79,082	$6.38M	1.65%	Timeline
GLDSPDR GOLD TR	13,907	$5.51M	1.43%	Timeline
VTEBVANGUARD MUN BD FDS	105,194	$5.29M	1.37%	Timeline
AOAISHARES TR	56,339	$5.05M	1.31%	Timeline
XLSRSSGA ACTIVE TR	68,406	$4.26M	1.1%	Timeline
AAPLAPPLE INC	14,750	$4.01M	1.04%	Timeline
EEMISHARES TR	70,984	$3.88M	1.01%	Timeline
SPDWSPDR INDEX SHS FDS	83,725	$3.72M	0.96%	Timeline
MSFTMICROSOFT CORP	6,572	$3.18M	0.82%	Timeline
VWOVANGUARD INTL EQUITY INDEX F	55,080	$2.96M	0.77%	Timeline
SPEMSPDR INDEX SHS FDS	58,249	$2.73M	0.71%	Timeline
BNDXVANGUARD CHARLOTTE FDS	56,224	$2.72M	0.7%	Timeline
BSVVANGUARD BD INDEX FDS	30,697	$2.42M	0.63%	Timeline
IWMISHARES TR	9,523	$2.34M	0.61%	Timeline
USHYISHARES TR	50,726	$1.9M	0.49%	Timeline
XBISPDR SERIES TRUST	15,300	$1.87M	0.48%	Timeline
UGLPROSHARES TR II	33,480	$1.86M	0.48%	Timeline
EFAISHARES TR	18,066	$1.73M	0.45%	Timeline
LVHILEGG MASON ETF INVT	47,025	$1.73M	0.45%	Timeline
IUSBISHARES TR	36,741	$1.71M	0.44%	Timeline
SPSMSPDR SERIES TRUST	35,921	$1.68M	0.44%	Timeline
FISRSSGA ACTIVE TR	64,397	$1.67M	0.43%	Timeline
VUGVANGUARD INDEX FDS	3,319	$1.62M	0.42%	Timeline
AOMISHARES TR	33,320	$1.59M	0.41%	Timeline
STIPISHARES TR	15,512	$1.59M	0.41%	Timeline
AMZNAMAZON COM INC	6,851	$1.58M	0.41%	Timeline
AMLPALPS ETF TR	33,359	$1.57M	0.41%	Timeline
RSPINVESCO EXCHANGE TRADED FD T	8,112	$1.55M	0.4%	Timeline
VXFVANGUARD INDEX FDS	7,279	$1.52M	0.39%	Timeline
XLISELECT SECTOR SPDR TR	9,658	$1.5M	0.39%	Timeline
NANRSPDR INDEX SHS FDS	21,920	$1.49M	0.38%	Timeline
SHVISHARES TR	13,103	$1.44M	0.37%	Timeline
GVIISHARES TR	13,393	$1.44M	0.37%	Timeline
EWXSPDR INDEX SHS FDS	21,566	$1.42M	0.37%	Timeline
SHYISHARES TR	16,477	$1.36M	0.35%	Timeline
LLYELI LILLY & CO	1,252	$1.35M	0.35%	Timeline
IVEISHARES TR	6,335	$1.34M	0.35%	Timeline
UWMPROSHARES TR	28,496	$1.34M	0.35%	Timeline
DYNFBLACKROCK ETF TRUST	20,528	$1.25M	0.32%	Timeline
BIVVANGUARD BD INDEX FDS	15,608	$1.22M	0.31%	Timeline
IEMGISHARES INC	18,041	$1.21M	0.31%	Timeline
IVWISHARES TR	9,358	$1.15M	0.3%	Timeline
IDEVISHARES TR	13,930	$1.15M	0.3%	Timeline
VMBSVANGUARD SCOTTSDALE FDS	24,314	$1.14M	0.3%	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	2,253	$1.13M	0.29%	Timeline
BLVVANGUARD BD INDEX FDS	15,909	$1.11M	0.29%	Timeline
GOOGLALPHABET INC	3,490	$1.09M	0.28%	Timeline
AVGOBROADCOM INC	3,140	$1.09M	0.28%	Timeline
TSLATESLA INC	2,348	$1.06M	0.27%	Timeline
BSXBOSTON SCIENTIFIC CORP	10,952	$1.04M	0.27%	Timeline
EFVISHARES TR	14,599	$1.04M	0.27%	Timeline
SGOVISHARES TR	10,265	$1.03M	0.27%	Timeline
IAUISHARES GOLD TR	12,667	$1.03M	0.27%	Timeline
JPMJPMORGAN CHASE & CO	3,076	$991K	0.26%	Timeline
QQQMINVESCO EXCH TRADED FD TR II	3,884	$982K	0.25%	Timeline
SPTLSPDR SERIES TRUST	35,237	$933K	0.24%	Timeline
SPMDSPDR SERIES TRUST	15,927	$922K	0.24%	Timeline
OEFISHARES TR	2,444	$838K	0.22%	Timeline
CERYSPDR SERIES TRUST	28,210	$805K	0.21%	Timeline
GBILGOLDMAN SACHS ETF TR	8,055	$805K	0.21%	Timeline
IEFISHARES TR	8,326	$801K	0.21%	Timeline
GWXSPDR INDEX SHS FDS	18,352	$750K	0.19%	Timeline
IJRISHARES TR	5,998	$721K	0.19%	Timeline
AOKISHARES TR	17,900	$718K	0.19%	Timeline
MBBISHARES TR	7,475	$712K	0.18%	Timeline
COSTCOSTCO WHOLESALE CORPORATION	800	$690K	0.18%	Timeline
METAMETA PLATFORMS INC	1,027	$678K	0.18%	Timeline
VONGVANGUARD SCOTTSDALE FDS	5,557	$677K	0.18%	Timeline
VEUVANGUARD INTL EQUITY INDEX F	9,094	$669K	0.17%	Timeline
MUBISHARES TR	6,207	$665K	0.17%	Timeline
VTIVANGUARD INDEX FDS	1,976	$663K	0.17%	Timeline
EETPROSHARES TR	7,758	$626K	0.16%	Timeline
VOTVANGUARD INDEX FDS	2,163	$604K	0.16%	Timeline
JNJJOHNSON & JOHNSON	2,896	$599K	0.16%	Timeline
EMHCSPDR SERIES TRUST	22,834	$581K	0.15%	Timeline
TLHISHARES TR	5,695	$579K	0.15%	Timeline
VYLDJPMORGAN CHASE FINL CO LLC	20,277	$574K	0.15%	Timeline
MSMLISHARES TR	8,618	$560K	0.15%	Timeline
XOMEXXON MOBIL CORP	4,523	$544K	0.14%	Timeline
KAMOMANAGED PORTFOLIO SER	21,714	$543K	0.14%	Timeline
IJHISHARES TR	8,119	$536K	0.14%	Timeline
JQUAJ P MORGAN EXCHANGE TRADED F	8,431	$533K	0.14%	Timeline
QUALISHARES TR	2,614	$519K	0.13%	Timeline
ABBVABBVIE INC	2,262	$517K	0.13%	Timeline
KORPAMERICAN CENTY ETF TR	10,909	$515K	0.13%	Timeline
ESGUISHARES TR	3,435	$512K	0.13%	Timeline
SYYSYSCO CORP	6,895	$508K	0.13%	Timeline
EPDENTERPRISE PRODS PARTNERS L	15,096	$484K	0.13%	Timeline
SRLNSSGA ACTIVE ETF TR	11,641	$480K	0.12%	Timeline
JJACOBS SOLUTIONS INC	3,590	$476K	0.12%	Timeline
CTASCINTAS CORP	2,496	$469K	0.12%	Timeline
CVXCHEVRON CORPORATION	3,069	$468K	0.12%	Timeline
VVISA INC	1,321	$463K	0.12%	Timeline
IAGGISHARES TR	9,060	$453K	0.12%	Timeline
BAIBLACKROCK ETF TRUST	13,552	$451K	0.12%	Timeline
THROBLACKROCK ETF TRUST	11,540	$445K	0.12%	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,487	$440K	0.11%	Timeline
MAMASTERCARD INCORPORATED	700	$400K	0.1%	Timeline
PFFISHARES TR	12,471	$386K	0.1%	Timeline
JNKSPDR SERIES TRUST	3,966	$386K	0.1%	Timeline
MTUMISHARES TR	1,521	$381K	0.1%	Timeline
ILCVISHARES TR	3,980	$376K	0.1%	Timeline
GEGE AEROSPACE	1,194	$368K	0.1%	Timeline
AONAON PLC	1,037	$366K	0.09%	Timeline
BSCYINVESCO EXCH TRD SLF IDX FD	16,712	$351K	0.09%	Timeline
BSCTINVESCO EXCH TRD SLF IDX FD	18,599	$350K	0.09%	Timeline
BSCWINVESCO EXCH TRD SLF IDX FD	16,749	$350K	0.09%	Timeline
BSCXINVESCO EXCH TRD SLF IDX FD	16,264	$349K	0.09%	Timeline
BINCBLACKROCK ETF TRUST II	6,602	$348K	0.09%	Timeline
BSCSINVESCO EXCH TRD SLF IDX FD	16,909	$348K	0.09%	Timeline
BSCUINVESCO EXCH TRD SLF IDX FD	20,558	$348K	0.09%	Timeline
BSCQINVESCO EXCH TRD SLF IDX FD	17,764	$348K	0.09%	Timeline
BSCRINVESCO EXCH TRD SLF IDX FD	17,572	$347K	0.09%	Timeline
IWSISHARES TR	2,456	$346K	0.09%	Timeline
VOEVANGUARD INDEX FDS	1,947	$345K	0.09%	Timeline
IBITISHARES BITCOIN TRUST ETF	6,951	$345K	0.09%	Timeline
BSCVINVESCO EXCH TRD SLF IDX FD	20,419	$341K	0.09%	Timeline
IDUISHARES TR	3,122	$338K	0.09%	Timeline
MOALTRIA GROUP INC	5,847	$337K	0.09%	Timeline
SPYGSPDR SERIES TRUST	3,142	$335K	0.09%	Timeline
BSCZINVESCO EXCH TRD SLF IDX FD	15,950	$332K	0.09%	Timeline
GOOGALPHABET INC	1,051	$330K	0.09%	Timeline
MUFGMITSUBISHI UFJ FINANCIAL GRO	20,154	$320K	0.08%	Timeline
HDHOME DEPOT INC	920	$317K	0.08%	Timeline
AMDADVANCED MICRO DEVICES INC	1,475	$316K	0.08%	Timeline
SONYSONY GROUP CORP	12,325	$316K	0.08%	Timeline
XYLXYLEM INC	2,254	$307K	0.08%	Timeline
WMTWALMART INC	2,741	$305K	0.08%	Timeline
MCDMCDONALDS CORP	982	$300K	0.08%	Timeline
EBNDSPDR SERIES TRUST	14,031	$300K	0.08%	Timeline
TAT&T INC	11,751	$292K	0.08%	Timeline
TIPXSPDR SERIES TRUST	15,253	$291K	0.08%	Timeline
SCHXSCHWAB STRATEGIC TR	10,761	$290K	0.07%	Timeline
LRCXLAM RESEARCH CORP	1,628	$279K	0.07%	Timeline
QLDPROSHARES TR	3,936	$277K	0.07%	Timeline
DUKDUKE ENERGY CORP NEW	2,357	$276K	0.07%	Timeline
IYWISHARES TR	1,324	$264K	0.07%	Timeline
FLVAMERICAN CENTY ETF TR	3,485	$264K	0.07%	Timeline
SPYMSPDR SERIES TRUST	3,254	$261K	0.07%	Timeline
CSCOCISCO SYS INC	3,305	$255K	0.07%	Timeline
EMBISHARES TR	2,540	$245K	0.06%	Timeline
ORCLORACLE CORP	1,252	$244K	0.06%	Timeline
KLACKLA CORP	197	$239K	0.06%	Timeline
IYFISHARES TR	1,855	$239K	0.06%	Timeline
ABTABBOTT LABORATORIES	1,891	$237K	0.06%	Timeline
KOCOCA COLA CO	3,380	$236K	0.06%	Timeline
VCITVANGUARD SCOTTSDALE FDS	2,746	$230K	0.06%	Timeline
BACBANK OF AMER CORP	4,168	$229K	0.06%	Timeline
TJXTJX COS INC NEW	1,480	$227K	0.06%	Timeline
COFCAPITAL ONE FINL CORP	929	$225K	0.06%	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,002	$220K	0.06%	Timeline
ITAISHARES TR	1,023	$220K	0.06%	Timeline
USBUS BANCORP	3,997	$213K	0.06%	Timeline
PEPPEPSICO INC	1,479	$212K	0.05%	Timeline
LMTLOCKHEED MARTIN CORP	438	$212K	0.05%	Timeline
OTISOTIS WORLDWIDE CORP	2,359	$206K	0.05%	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	4,059	$205K	0.05%	Timeline
IEIISHARES TR	1,720	$205K	0.05%	Timeline
SUBISHARES TR	1,916	$204K	0.05%	Timeline
INTUINTUIT	307	$203K	0.05%	Timeline
HSBCHSBC HLDGS PLC	2,565	$202K	0.05%	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	348	$202K	0.05%	Timeline
FFORD MTR CO	12,398	$163K	0.04%	Timeline
TALKTALKSPACE INC	15,527	$56.4K	0.01%	Timeline
TNYATENAYA THERAPEUTICS INC	14,084	$10K	<0.01%	Timeline

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002066638-26-000002	base		2026-02-17	acceptance time not in the bulk data set	2026-10-07 03:01:36 UTC