Legacy Wealth Partners, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationlakewood, CO
- CIK0002066638
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
177 | $386.29M | IVV, AGG, SPY, IEFA | 13F-HR | Feb 17, 2026 | 000206663826000002 |