Legacy Wealth Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Legacy Wealth Partners, LLC reported 177 stock positions worth $386.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.1% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 13.0%) and SS SPDR S&P 500 ETF Trust-US (SPY, 6.5%).
- Most Recent 13F
- Q2 2026
- Location
- Lakewood, CO
- CIK
- 0002066638
- Portfolio Value
- $386.3M (Q4 2025)
- SEC Filing
- 0002066638-26-000002 ↗ filed Feb 17, 2026
Holdings Value
Holdings 177 stocks · $386.3M
| IVV iShares Core S&P 500 ETF | 14.15% | 79,788 | $54.7M | — |
| AGG iShares Core U.S. Aggregate | 13.00% | 502,840 | $50.2M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.55% | 37,095 | $25.3M | — |
| IEFA iShares Core MSCI Eafe ETF | 6.32% | 272,803 | $24.4M | — |
| VOO Vanguard S&P 500 ETF | 3.55% | 21,896 | $13.7M | — |
| SSO Proshares Ultra S&P500 | 2.50% | 166,882 | $9.7M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 2.50% | 37,414 | $9.7M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.49% | 33,168 | $9.6M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.41% | 48,754 | $9.3M | — |
| NVDA Nvidia Corp. | 2.31% | 47,947 | $8.9M | — |
| VEA Vanguard Ftse Developed ETF | 2.13% | 131,483 | $8.2M | — |
| AOR iShares Core 60/40 Balanced | 1.78% | 105,680 | $6.9M | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.65% | 79,082 | $6.4M | — |
| GLD SPDR Gold Shares | 1.43% | 13,907 | $5.5M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.37% | 105,194 | $5.3M | — |
| AOA iShares Core 80/20 Aggressiv | 1.31% | 56,339 | $5.0M | — |
| XLSR SS US Sector Rotation | 1.10% | 68,406 | $4.3M | — |
| AAPL Apple Inc. | 1.04% | 14,750 | $4.0M | — |
| EEM iShares MSCI Emerging Market | 1.01% | 70,984 | $3.9M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.96% | 83,725 | $3.7M | — |
| MSFT Microsoft Corp. | 0.82% | 6,572 | $3.2M | — |
| VWO Vanguard Ftse Emerging Marke | 0.77% | 55,080 | $3.0M | — |
| SPEM State Street SP PTF Em ETF | 0.71% | 58,249 | $2.7M | — |
| BNDX Vanguard Total Intl Bond ETF | 0.70% | 56,224 | $2.7M | — |
| BSV Vanguard Short-Term Bond ETF | 0.63% | 30,697 | $2.4M | — |
| IWM iShares Russell 2000 ETF | 0.61% | 9,523 | $2.3M | — |
| USHY iShares Broad Usd High Yield | 0.49% | 50,726 | $1.9M | — |
| XBI SS SPDR S&P Biotech ETF | 0.48% | 15,300 | $1.9M | — |
| UGL Proshares Ultra Gold | 0.48% | 33,480 | $1.9M | — |
| EFA iShares MSCI Eafe ETF | 0.45% | 18,066 | $1.7M | — |
| LVHI Franklin International Low V | 0.45% | 47,025 | $1.7M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.44% | 36,741 | $1.7M | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.44% | 35,921 | $1.7M | — |
| FISR SS Fi Sector Rotation | 0.43% | 64,397 | $1.7M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.42% | 3,319 | $1.6M | — |
| AOM iShares Core 40/60 Moderate | 0.41% | 33,320 | $1.6M | — |
| STIP iShares 0-5 Year Tips Bond E | 0.41% | 15,512 | $1.6M | — |
| AMZN Amazon.com Inc. | 0.41% | 6,851 | $1.6M | — |
| AMLP Alerian MLP ETF | 0.41% | 33,359 | $1.6M | — |
| RSP Invesco S&P 500 Equal Weight | 0.40% | 8,112 | $1.6M | — |
| VXF Vanguard Extended Market ETF | 0.39% | 7,279 | $1.5M | — |
| XLI SS Industrial Select Sector | 0.39% | 9,658 | $1.5M | — |
| NANR Sta STR SP S&P Nor An Res-Ui | 0.38% | 21,920 | $1.5M | — |
| SHV iShares 0-1 Year Treasury Bo | 0.37% | 13,103 | $1.4M | — |
| GVI iShares Intermediate Governm | 0.37% | 13,393 | $1.4M | — |
| EWX State Street SPDR S&P Emergi | 0.37% | 21,566 | $1.4M | — |
| SHY iShares 1-3 Year Treasury Bo | 0.35% | 16,477 | $1.4M | — |
| LLY Eli Lilly & Co. | 0.35% | 1,252 | $1.3M | — |
| IVE iShares S&P 500 Value ETF | 0.35% | 6,335 | $1.3M | — |
| UWM Proshares Ultra RUSSELL2000 | 0.35% | 28,496 | $1.3M | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.32% | 20,528 | $1.2M | — |
| BIV Vanguard Intermediate-Term B | 0.31% | 15,608 | $1.2M | — |
| IEMG iShares Core MSCI Emerging | 0.31% | 18,041 | $1.2M | — |
| IVW iShares S&P 500 Growth ETF | 0.30% | 9,358 | $1.2M | — |
| IDEV iShares Core MSCI Dev MKTS | 0.30% | 13,930 | $1.1M | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.30% | 24,314 | $1.1M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 2,253 | $1.1M | — |
| BLV Vanguard Long-Term Bond ETF | 0.29% | 15,909 | $1.1M | — |
| GOOGL Alphabet Inc. Class A | 0.28% | 3,490 | $1.1M | — |
| AVGO Broadcom Inc. | 0.28% | 3,140 | $1.1M | — |
| TSLA Tesla Inc. | 0.27% | 2,348 | $1.1M | — |
| BSX Boston Scientific Corp. | 0.27% | 10,952 | $1.0M | — |
| EFV iShares MSCI Eafe Value ETF | 0.27% | 14,599 | $1.0M | — |
| SGOV iShares 0-3 Month Treasury B | 0.27% | 10,265 | $1.0M | — |
| IAU iShares Gold Trust | 0.27% | 12,667 | $1.0M | — |
| JPM JPMorgan Chase & Co. | 0.26% | 3,076 | $991K | — |
| QQQM Invesco Nasdaq 100 ETF | 0.25% | 3,884 | $982K | — |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.24% | 35,237 | $933K | — |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.24% | 15,927 | $922K | — |
| OEF iShares S&P 100 ETF | 0.22% | 2,444 | $838K | — |
| CERY SS SPDR BBG En RY CM St N-Ui | 0.21% | 28,210 | $805K | — |
| GBIL Goldman Sachs Access Treasur | 0.21% | 8,055 | $805K | — |
| IEF iShares 7-10 Year Treasury B | 0.21% | 8,326 | $801K | — |
| GWX State Street SPDR S&P Intern | 0.19% | 18,352 | $750K | — |
| IJR iShares Core S&P Small-Cap E | 0.19% | 5,998 | $721K | — |
| AOK iShares Core 30/70 Conservat | 0.19% | 17,900 | $718K | — |
| MBB iShares MBS ETF | 0.18% | 7,475 | $712K | — |
| COST Costco Wholesale Corp. | 0.18% | 800 | $690K | — |
| META Meta Platforms Inc. Class A | 0.18% | 1,027 | $678K | — |
| VONG Vanguard Russell 1000 Growth | 0.18% | 5,557 | $677K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.17% | 9,094 | $669K | — |
| MUB iShares National Muni Bond E | 0.17% | 6,207 | $665K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 1,976 | $663K | — |
| EET Proshares Ult MSCI Emer MKTS | 0.16% | 7,758 | $626K | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.16% | 2,163 | $604K | — |
| JNJ Johnson & Johnson | 0.16% | 2,896 | $599K | — |
| EMHC SS SPDR BB Em Usd Bond ETF | 0.15% | 22,834 | $581K | — |
| TLH iShares 10-20 Year Treasury | 0.15% | 5,695 | $579K | — |
| VYLD Inverse Vix St Futur ETN | 0.15% | 20,277 | $574K | — |
| ISCB iShares Morningstar SM Cap | 0.14% | 8,618 | $560K | — |
| XOM Exxon Mobil Corp. | 0.14% | 4,523 | $544K | — |
| KAMO Kensington Credit Opport ETF filed as MANAGED PORTFOLIO SERIES | 0.14% | 21,714 | $543K | — |
| IJH iShares Core S&P Midcap ETF | 0.14% | 8,119 | $536K | — |
| JQUA JPMorgan US Quality Factor | 0.14% | 8,431 | $533K | — |
| QUAL iShares MSCI USA Quality Fac | 0.13% | 2,614 | $519K | — |
| ABBV Abbvie Inc. | 0.13% | 2,262 | $517K | — |
| KORP American Century Diversified | 0.13% | 10,909 | $515K | — |
| ESGU iShares ESG Aware MSCI USA | 0.13% | 3,435 | $512K | — |
| SYY Sysco Corp. | 0.13% | 6,895 | $508K | — |
| EPD Enterprise Products Partners | 0.13% | 15,096 | $484K | — |
| SRLN SS Blackstone Sr Loan ETF | 0.12% | 11,641 | $480K | — |
| J Jacobs Solutions Inc. | 0.12% | 3,590 | $476K | — |
| CTAS Cintas Corp. | 0.12% | 2,496 | $469K | — |
| CVX Chevron Corp. | 0.12% | 3,069 | $468K | — |
| V Visa Inc. Class A | 0.12% | 1,321 | $463K | — |
| IAGG iShares Intl Aggregate Bond | 0.12% | 9,060 | $453K | — |
| BAI Ishrs AI in and Tech Act ETF | 0.12% | 13,552 | $451K | — |
| THRO iShares U.S. Thematic Rotati | 0.12% | 11,540 | $445K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 1,487 | $440K | — |
| MA Mastercard Inc. Class A | 0.10% | 700 | $400K | — |
| PFF iShares Preferred & Income S | 0.10% | 12,471 | $386K | — |
| JNK SS SPDR BB High Yield Bond | 0.10% | 3,966 | $386K | — |
| MTUM iShares MSCI USA Momentum Fa | 0.10% | 1,521 | $381K | — |
| ILCV iShares Morningstar Value Et | 0.10% | 3,980 | $376K | — |
| GE General Electric filed as GE AEROSPACE | 0.10% | 1,194 | $368K | — |
| AON Aon PLC Class A | 0.09% | 1,037 | $366K | — |
| BSCY Invesco Bulletshares 2034 CB | 0.09% | 16,712 | $351K | — |
| BSCT Invesco Bulletshares 2029 CB | 0.09% | 18,599 | $350K | — |
| BSCW Invesco Bulletshares 2032 CB | 0.09% | 16,749 | $350K | — |
| BSCX Invesco Bulletshares 2033 CB | 0.09% | 16,264 | $349K | — |
| BINC iShares Flex I A ETF-Usd Inc. | 0.09% | 6,602 | $348K | — |
| BSCS Invesco Bulletshares 2028 CB | 0.09% | 16,909 | $348K | — |
| BSCU Invesco Bulletshares 2030 CB | 0.09% | 20,558 | $348K | — |
| BSCQ Invesco Bulletshares 2026 CB | 0.09% | 17,764 | $348K | — |
| BSCR Invesco Bulletshares 2027 CB | 0.09% | 17,572 | $347K | — |
| IWS iShares Russell Mid-Cap Valu | 0.09% | 2,456 | $346K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.09% | 1,947 | $345K | — |
| IBIT iShares Bitcoin Trust ETF | 0.09% | 6,951 | $345K | — |
| BSCV Invesco Bulletshares 2031 CB | 0.09% | 20,419 | $341K | — |
| IDU iShares US Utilities ETF | 0.09% | 3,122 | $338K | — |
| MO Altria Group Inc. | 0.09% | 5,847 | $337K | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.09% | 3,142 | $335K | — |
| BSCZ Invesco Bulletshares 2035 CB | 0.09% | 15,950 | $332K | — |
| GOOG Alphabet Inc. Class C | 0.09% | 1,051 | $330K | — |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.08% | 20,154 | $320K | — |
| HD Home Depot Inc. | 0.08% | 920 | $317K | — |
| AMD Advanced Micro Devices | 0.08% | 1,475 | $316K | — |
| SONY Sony Group Corp. - SP ADR | 0.08% | 12,325 | $316K | — |
| XYL Xylem Inc. | 0.08% | 2,254 | $307K | — |
| WMT Walmart Inc. | 0.08% | 2,741 | $305K | — |
| MCD McDonald's Corp. | 0.08% | 982 | $300K | — |
| EBND State Street SPDR Bloomberg | 0.08% | 14,031 | $300K | — |
| T AT&T Inc. | 0.08% | 11,751 | $292K | — |
| TIPX SS SPDR BB 1-10YR Tips ETF | 0.08% | 15,253 | $291K | — |
| SCHX Schwab US Large-Cap ETF | 0.07% | 10,761 | $290K | — |
| LRCX Lam Research Corp. | 0.07% | 1,628 | $279K | — |
| QLD Proshares Ultra QQQ | 0.07% | 3,936 | $277K | — |
| DUK Duke Energy Corp. | 0.07% | 2,357 | $276K | — |
| IYW iShares Ustechnology ETF | 0.07% | 1,324 | $264K | — |
| FLV American Century Focused Lar | 0.07% | 3,485 | $264K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.07% | 3,254 | $261K | — |
| CSCO Cisco Systems Inc. | 0.07% | 3,305 | $255K | — |
| EMB iShares JP Morgan Usd Emergi | 0.06% | 2,540 | $245K | — |
| ORCL Oracle Corp. | 0.06% | 1,252 | $244K | — |
| KLAC KLA Corp. | 0.06% | 197 | $239K | — |
| IYF iShares US Financials ETF | 0.06% | 1,855 | $239K | — |
| ABT Abbott Laboratories | 0.06% | 1,891 | $237K | — |
| KO The Coca-Cola Co. | 0.06% | 3,380 | $236K | — |
| VCIT Vanguard Int-Term Corporate | 0.06% | 2,746 | $230K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 4,168 | $229K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.06% | 1,480 | $227K | — |
| COF Capital One Financial Corp. | 0.06% | 929 | $225K | — |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 1,002 | $220K | — |
| ITA iShares U.S. Aerospace & Def | 0.06% | 1,023 | $220K | — |
| USB US Bancorp | 0.06% | 3,997 | $213K | — |
| PEP Pepsico Inc. | 0.06% | 1,479 | $212K | — |
| LMT Lockheed Martin Corp. | 0.05% | 438 | $212K | — |
| OTIS Otis Worldwide Corp. | 0.05% | 2,359 | $206K | — |
| JPST JPMorgan Ultra-Short Income | 0.05% | 4,059 | $205K | — |
| IEI iShares 3-7 Year Treasury Bo | 0.05% | 1,720 | $205K | — |
| SUB iShares Short-Term National | 0.05% | 1,916 | $204K | — |
| INTU Intuit Inc. | 0.05% | 307 | $203K | — |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.05% | 2,565 | $202K | — |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 348 | $202K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.04% | 12,398 | $163K | — |
| TALK Talkspace Inc. | 0.01% | 15,527 | $56K | — |
| TNYA Tenaya Therapeutics Inc. | 0.00% | 14,084 | $10K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.