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CIK: 0002066638
Total reported value
$445.3M
$445.3M
177 檔
37.8%
According to the latest 13F quarterly dataset, Legacy Wealth Partners, LLC managed an equity portfolio of $445.3M at the end of Q4 2025, spanning 177 distinct U.S. exchange-listed positions.
During Q4 2025, Legacy Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.15% | +2.61% | — | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 13.00% | -1.33% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.55% | +0.45% | — | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.32% | -0.85% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.55% | +0.15% | — | |
| 6 | SSO | Proshares Ultra S&p500 | ETF-Other | 2.50% | -0.27% | — | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 2.50% | +0.10% | — | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.49% | +0.07% | — | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.41% | -1.23% | — | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.31% | -0.85% | — | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.13% | +0.03% | — | |
| 12 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 1.78% | -0.02% | — | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.65% | -0.13% | — | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.43% | -0.20% | — | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.37% | -0.09% | — | |
| 16 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 1.31% | — | — | |
| 17 | XLSR | Ss US Sector Rotation | ETF-Other | 1.10% | +0.08% | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.04% | -0.04% | — | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.01% | +1.56% | — | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.96% | -0.24% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | — | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.77% | — | — | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.71% | +0.10% | — | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.70% | -0.04% | — | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.63% | -0.05% | — | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.61% | +0.91% | — | |
| 27 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.49% | +2.17% | NEW | |
| 28 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.48% | +0.07% | — | |
| 29 | UGL | Proshares Ultra Gold | ETF-Commodities | 0.48% | -0.07% | EXIT | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.45% | -0.03% | — | |
| 31 | LVHI | Franklin International Low V | ETF-Other | 0.45% | +0.06% | NEW | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.44% | -0.03% | — | |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.44% | -0.01% | — | |
| 34 | FISR | Ss Fi Sector Rotation | ETF-Other | 0.43% | -0.16% | — | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.42% | +0.03% | — | |
| 36 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.41% | -0.02% | — | |
| 37 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.41% | — | — | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.09% | — | |
| 39 | AMLP | Alerian Mlp ETF | ETF-Other | 0.41% | +0.05% | NEW | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.40% | +0.20% | NEW | |
| 41 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.39% | +0.03% | — | |
| 42 | XLI | Ss Industrial Select Sector | ETF-Other | 0.39% | — | — | |
| 43 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-Other | 0.38% | — | — | |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.37% | +0.04% | — | |
| 45 | GVI | Ishares Intermediate Governm | ETF-Other | 0.37% | -0.41% | EXIT | |
| 46 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.37% | -0.41% | EXIT | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.35% | -0.13% | — | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | +0.05% | — | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.35% | -0.05% | — | |
| 50 | UWM | Proshares Ultra Russell2000 | ETF-Other | 0.35% | +0.49% | — |
According to official SEC Form 13F filings, Legacy Wealth Partners, LLC reported a total U.S. public equity portfolio value of $445.3M across 177 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, SPY) accounted for 37.8% of total reported equity market value during Q4 2025.
During Q4 2025, Legacy Wealth Partners, LLC's top holdings by market value included IVV (14.2%)、AGG (13.0%)、SPY (6.5%). The largest single position, IVV, represented 14.2% of total portfolio value.
In Q4 2025, Legacy Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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