Legacy Wealth Partners, LLC
CIK: 0002066638SEC EDGAR →
Portfolio Value
$386K
Holdings
177
As of
Q4 2025
New Positions
177
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 502,840 | $50.2M | 13001.44% |
| 2 | ISHARES TR | 272,803 | $24.4M | 6317.57% |
| 3 | PROSHARES TR | 166,882 | $9.7M | 2502.02% |
| 4 | VANGUARD INDEX FDS | 37,414 | $9.7M | 2498.14% |
| 5 | VANGUARD INDEX FDS | 33,168 | $9.6M | 2491.66% |
| 6 | VANGUARD INDEX FDS | 48,754 | $9.3M | 2410.38% |
| 7 | NVIDIA CORPORATION | 47,947 | $8.9M | 2314.85% |
| 8 | VANGUARD TAX-MANAGED FDS | 131,483 | $8.2M | 2126.13% |
| 9 | ISHARES TR | 105,680 | $6.9M | 1778.47% |
| 10 | ISHARES TR | 79,082 | $6.4M | 1650.58% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 123 | $223.0M | 77.5% |
| Unknown | 8 | $32.4M | 11.3% |
| Technology | 13 | $19.6M | 6.8% |
| Consumer Cyclical | 6 | $3.6M | 1.3% |
| Healthcare | 8 | $2.5M | 0.9% |
| Communication Services | 4 | $1.7M | 0.6% |
| Consumer Defensive | 6 | $1.6M | 0.6% |
| Industrials | 5 | $1.6M | 0.5% |
| Energy | 3 | $1.5M | 0.5% |
| Utilities | 1 | $276K | 0.1% |