Legacy Wealth Partners, LLC
- SEC CIK
- 0002066638
- Latest filing
- Jul 22, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only.
- Positions
- 177
- No filing for Q3 2025
- Portfolio value
- $386.3M
- No filing for Q3 2025
Legacy Wealth Partners, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 79,788 | $54.7M | 14.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 502,840 | $50.2M | 13.0% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 37,095 | $25.3M | 6.5% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 272,803 | $24.4M | 6.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 21,896 | $13.7M | 3.6% | – | – | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 166,882 | $9.67M | 2.5% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 37,414 | $9.65M | 2.5% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 33,168 | $9.63M | 2.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 48,754 | $9.31M | 2.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 47,947 | $8.94M | 2.3% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 131,483 | $8.21M | 2.1% | – | – | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 105,680 | $6.87M | 1.8% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 79,082 | $6.38M | 1.7% | – | – | – |
| GLDSPDR Gold Trust | ETF | 13,907 | $5.51M | 1.4% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 105,194 | $5.29M | 1.4% | – | – | – |
| iShares Tr464289859 | CORE 80 20 ETF | 56,339 | $5.05M | 1.3% | – | – | – |
| Ssga Active Tr78470P408 | STATE STREET US | 68,406 | $4.26M | 1.1% | – | – | – |
| AAPLApple Inc. | Stock | 14,750 | $4.01M | 1.0% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 70,984 | $3.88M | 1.0% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 83,725 | $3.72M | 1.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 6,572 | $3.18M | 0.8% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 55,080 | $2.96M | 0.8% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 58,249 | $2.73M | 0.7% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 56,224 | $2.72M | 0.7% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 30,697 | $2.42M | 0.6% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 9,523 | $2.34M | 0.6% | – | – | – |
| iShares Tr46435U853 | BROAD USD HIGH | 50,726 | $1.90M | 0.5% | – | – | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 15,300 | $1.87M | 0.5% | – | – | – |
| UGLProShares Trust II | ULTRA GOLD | 33,480 | $1.86M | 0.5% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 18,066 | $1.73M | 0.4% | – | – | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 47,025 | $1.73M | 0.4% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 36,741 | $1.71M | 0.4% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 35,921 | $1.68M | 0.4% | – | – | – |
| Ssga Active Tr78470P507 | ST STR SECTO ETF | 64,397 | $1.67M | 0.4% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,319 | $1.62M | 0.4% | – | – | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 33,320 | $1.59M | 0.4% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 15,512 | $1.59M | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 6,851 | $1.58M | 0.4% | – | – | History |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 33,359 | $1.57M | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 8,112 | $1.55M | 0.4% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 7,279 | $1.52M | 0.4% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 9,658 | $1.50M | 0.4% | – | – | – |
| SPDR Index Shs FDS78463X152 | ST STR SP N AM | 21,920 | $1.49M | 0.4% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 13,103 | $1.44M | 0.4% | – | – | – |
| iShares Tr464288612 | INTRM GOV CR ETF | 13,393 | $1.44M | 0.4% | – | – | – |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 21,566 | $1.42M | 0.4% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 16,477 | $1.36M | 0.4% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,252 | $1.35M | 0.3% | – | – | History |
| iShares S&P 500 Value ETF464287408 | ETF | 6,335 | $1.34M | 0.3% | – | – | – |
| ProShares Tr74347R842 | PSHS ULTRUSS2000 | 28,496 | $1.34M | 0.3% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 20,528 | $1.25M | 0.3% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 15,608 | $1.22M | 0.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 18,041 | $1.21M | 0.3% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,358 | $1.15M | 0.3% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 13,930 | $1.15M | 0.3% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 24,314 | $1.14M | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,253 | $1.13M | 0.3% | – | – | History |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 15,909 | $1.11M | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,490 | $1.09M | 0.3% | – | – | History |
| AVGOBroadcom Inc. | Stock | 3,140 | $1.09M | 0.3% | – | – | History |
| TSLATesla, Inc. | Stock | 2,348 | $1.06M | 0.3% | – | – | History |
| BSXBoston Scientific Corp | Stock | 10,952 | $1.04M | 0.3% | – | – | History |
| iShares Tr464288877 | EAFE VALUE ETF | 14,599 | $1.04M | 0.3% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 10,265 | $1.03M | 0.3% | – | – | – |
| IAUiShares Gold Trust | ETF | 12,667 | $1.03M | 0.3% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 3,076 | $991.1K | 0.3% | – | – | History |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 3,884 | $982.4K | 0.3% | – | – | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 35,237 | $932.7K | 0.2% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 15,927 | $922.3K | 0.2% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 2,444 | $838.2K | 0.2% | – | – | – |
| SPDR Series Trust78468R440 | STATE STRET SPDR | 28,210 | $805.4K | 0.2% | – | – | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 8,055 | $805.0K | 0.2% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 8,326 | $800.7K | 0.2% | – | – | – |
| SPDR Index Shs FDS78463X871 | ST INTL CAP ETF | 18,352 | $749.9K | 0.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,998 | $720.8K | 0.2% | – | – | – |
| iShares Tr464289883 | CORE 30 70 ETF | 17,900 | $718.3K | 0.2% | – | – | – |
| iShares Tr464288588 | MBS ETF | 7,475 | $711.8K | 0.2% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 800 | $689.9K | 0.2% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,027 | $678.1K | 0.2% | – | – | History |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 5,557 | $676.6K | 0.2% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 9,094 | $669.0K | 0.2% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,207 | $664.8K | 0.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,976 | $662.7K | 0.2% | – | – | – |
| ProShares Tr74347X302 | MSCI EMRG ETF | 7,758 | $625.5K | 0.2% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,163 | $603.8K | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,896 | $599.3K | 0.2% | – | – | History |
| SPDR Series Trust78468R515 | ST STR USD ETF | 22,834 | $581.4K | 0.2% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 5,695 | $579.0K | 0.1% | – | – | – |
| VYLDJPMorgan Chase & Co | FUND | 20,277 | $573.7K | 0.1% | – | – | History |
| iShares Tr464288505 | MRGSTR SM CP ETF | 8,618 | $560.3K | 0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 4,523 | $544.3K | 0.1% | – | – | History |
| Managed Portfolio Ser56167R820 | KENS CR OPPO ETF | 21,714 | $543.4K | 0.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,119 | $535.8K | 0.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 8,431 | $532.7K | 0.1% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,614 | $519.2K | 0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 2,262 | $516.8K | 0.1% | – | – | History |
| American Centy ETF Tr025072109 | DIVERSIFID CRP | 10,909 | $515.4K | 0.1% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,435 | $511.7K | 0.1% | – | – | – |
| SYYSysco Corp | Stock | 6,895 | $508.1K | 0.1% | – | – | History |
| EPDEnterprise Products Partners L.P. | Stock | 15,096 | $484.0K | 0.1% | – | – | History |