Legacy Wealth Partners, LLC
Q4 2025 13F Holdings
- Locationlakewood, CO
- Num holdings
177
- Value ($000)
$386,288
- Date Filed02/17/2026
- Form type13F-HR
- CIK0002066638
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $54.65M | 14 % | 79,788 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $50.22M | 13 % | 502,840 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $25.3M | 7 % | 37,095 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | $24.4M | 6 % | 272,803 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $13.73M | 4 % | 21,896 | ||
PROSHARES TR | PSHS ULT S&P 500 | 74347R107 | $9.67M | 3 % | 166,882 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $9.65M | 3 % | 37,414 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $9.63M | 3 % | 33,168 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $9.31M | 2 % | 48,754 | ||
NVIDIA CORPORATION | COM | 67066G104 | $8.94M | 2 % | 47,947 |
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