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Legacy Wealth Partners, LLC

All holdings · as of Dec 31, 2025

177 positions

CompanyClassValueShares% of portfolio
Tenaya Therapeutics, Inc.TNYACommon Stock$10.0K14,0840.0%
Talkspace, Inc—$56.4K15,5270.0%
FORD MOTOR CO—$162.7K12,3980.0%
THERMO FISHER SCIENTIFIC INC.—$201.6K3480.1%
HSBC HOLDINGS PLCHSBCADR$201.8K2,5650.1%
INTUIT INC.—$203.4K3070.1%
iShares MSCI UAE ETF—$204.4K1,9160.1%
ISHARES TR—$205.3K1,7200.1%
J P MORGAN EXCHANGE TRADED F—$205.3K4,0590.1%
Otis Worldwide Corp—$206.1K2,3590.1%
LOCKHEED MARTIN CORP—$211.9K4380.1%
PEPSICO INC—$212.3K1,4790.1%
US BANCORP \DE—$213.3K3,9970.1%
ISHARES TR—$219.6K1,0230.1%
VANGUARD SPECIALIZED FUNDS—$220.2K1,0020.1%
CAPITAL ONE FINANCIAL CORP—$225.2K9290.1%
TJX Cos Inc/The—$227.3K1,4800.1%
BANK OF AMERICA CORP /DE—$229.2K4,1680.1%
VANGUARD SCOTTSDALE FDS—$230.0K2,7460.1%
COCA COLA CO—$236.3K3,3800.1%
ABBOTT LABORATORIES—$236.9K1,8910.1%
ISHARES TR—$239.2K1,8550.1%
KLA CORP—$239.4K1970.1%
ORACLE CORP—$244.0K1,2520.1%
ISHARES TR—$244.6K2,5400.1%
CISCO SYSTEMS, INC.—$254.6K3,3050.1%
SPDR SERIES TRUST—$261.0K3,2540.1%
AMERICAN CENTY ETF TR—$264.1K3,4850.1%
ISHARES TR—$264.4K1,3240.1%
Duke Energy Corp—$276.3K2,3570.1%
PROSHARES TR—$277.1K3,9360.1%
LAM RESEARCH CORP—$278.7K1,6280.1%
SCHWAB STRATEGIC TR—$289.6K10,7610.1%
SPDR SERIES TRUST—$291.0K15,2530.1%
AT&T INC.—$291.9K11,7510.1%
SPDR SERIES TRUST—$299.8K14,0310.1%
MCDONALD'S CORP—$300.1K9820.1%
Walmart Inc.—$305.4K2,7410.1%
Xylem Inc.—$306.9K2,2540.1%
Sony Group CorpSONYADR$315.5K12,3250.1%
ADVANCED MICRO DEVICES INC—$315.9K1,4750.1%
HOME DEPOT, INC.—$316.6K9200.1%
MITSUBISHI UFJ FINANCIAL GROUP INCMUFGADR$319.6K20,1540.1%
Alphabet Inc.—$329.8K1,0510.1%
INVESCO EXCH TRD SLF IDX FD—$331.9K15,9500.1%
SPDR SERIES TRUST—$335.3K3,1420.1%
ALTRIA GROUP, INC.—$337.1K5,8470.1%
iShares MSCI UAE ETF—$338.3K3,1220.1%
INVESCO EXCH TRD SLF IDX FD—$340.9K20,4190.1%
ISHARES BITCOIN TRUST ETF—$345.1K6,9510.1%
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