Institutions / Legacy Wealth Partners, LLC

Legacy Wealth Partners, LLC

CIK 2066638 · Institution · as of Dec 31, 2025

Portfolio value

$386.29M

Positions

177

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 177 →

Company	Class	Value	Shares	% of portfolio
iShares Tr	—	$54.65M	79,788	14.1%
iShares Tr	—	$50.22M	502,840	13.0%
SPDR S&P 500 ETF Tr	—	$25.30M	37,095	6.5%
iShares Tr	—	$24.40M	272,803	6.3%
Vanguard Index Fds	—	$13.73M	21,896	3.6%
ProShares Tr	—	$9.67M	166,882	2.5%
Vanguard Index Fds	—	$9.65M	37,414	2.5%
Vanguard Index Fds	—	$9.63M	33,168	2.5%
Vanguard Index Fds	—	$9.31M	48,754	2.4%
NVIDIA Corp	—	$8.94M	47,947	2.3%
Vanguard Tax-Managed Fds	—	$8.21M	131,483	2.1%
iShares Tr	—	$6.87M	105,680	1.8%
iShares Tr	—	$6.38M	79,082	1.7%
SPDR Gold Tr	—	$5.51M	13,907	1.4%
Vanguard Mun Bd Fds	—	$5.29M	105,194	1.4%
iShares Tr	—	$5.05M	56,339	1.3%
Ssga Active Tr	—	$4.26M	68,406	1.1%
Apple Inc.	—	$4.01M	14,750	1.0%
iShares Tr	—	$3.88M	70,984	1.0%
SPDR Index Shs Fds	—	$3.72M	83,725	1.0%
Microsoft Corp	—	$3.18M	6,572	0.8%
Vanguard Intl Equity Index F	—	$2.96M	55,080	0.8%
SPDR Index Shs Fds	—	$2.73M	58,249	0.7%
Vanguard Charlotte Fds	—	$2.72M	56,224	0.7%
Vanguard Bd Index Fds	—	$2.42M	30,697	0.6%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.