Legacy Wealth Partners, LLC

Q4 2025 13F-HR Holdings

Location
Lakewood, CO
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
177
Total value ($000)
$386,288
Net value change ($000)
—
New positions
175
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 4/17/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 54,650 —
AGG 50,224 —
SPY 25,296 —
IEFA 24,405 —
VOO 13,732 —
SSO 9,666 —
VB 9,651 —
VO 9,626 —
VTV 9,311 —
NVDA 8,942 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type