Institutions / Legacy Wealth Partners, LLC / Holdings

Legacy Wealth Partners, LLC

All holdings · as of Dec 31, 2025

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%
ISHARES TR	—	$2.34M	9,523	0.6%
ISHARES TR	—	$1.90M	50,726	0.5%
SPDR SERIES TRUST	—	$1.87M	15,300	0.5%
PROSHARES TR II	—	$1.86M	33,480	0.5%
ISHARES TR	—	$1.73M	18,066	0.4%
LEGG MASON ETF INVT	—	$1.73M	47,025	0.4%
ISHARES TR	—	$1.71M	36,741	0.4%
SPDR SERIES TRUST	—	$1.68M	35,921	0.4%
SSGA ACTIVE TR	—	$1.67M	64,397	0.4%
VANGUARD INDEX FDS	—	$1.62M	3,319	0.4%
ISHARES TR	—	$1.59M	33,320	0.4%
iShares MSCI UAE ETF	—	$1.59M	15,512	0.4%
Amazon.com Inc	—	$1.58M	6,851	0.4%
ALPS ETF TR	—	$1.57M	33,359	0.4%
INVESCO EXCHANGE TRADED FD T	—	$1.55M	8,112	0.4%
VANGUARD INDEX FDS	—	$1.52M	7,279	0.4%
SELECT SECTOR SPDR TR	—	$1.50M	9,658	0.4%
SPDR INDEX SHS FDS	—	$1.49M	21,920	0.4%
ISHARES TR	—	$1.44M	13,103	0.4%
ISHARES TR	—	$1.44M	13,393	0.4%
SPDR INDEX SHS FDS	—	$1.42M	21,566	0.4%
ISHARES TR	—	$1.36M	16,477	0.4%
ELI LILLY & Co	—	$1.35M	1,252	0.3%
ISHARES TR	—	$1.34M	6,335	0.3%
PROSHARES TR	—	$1.34M	28,496	0.3%