Legacy Wealth Partners, LLC
CIK: 0002066638SEC EDGAR →
Portfolio Value
$386.3M
Holdings
177
As of
Q4 2025
New Positions
177
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 79,788 | $54.6M | 14.15% |
| 2 | ISHARES TR | 502,840 | $50.2M | 13.00% |
| 3 | SPDR S&P 500 ETF TR | 37,095 | $25.3M | 6.55% |
| 4 | ISHARES TR | 272,803 | $24.4M | 6.32% |
| 5 | VANGUARD INDEX FDS | 21,896 | $13.7M | 3.55% |
| 6 | PROSHARES TR | 166,882 | $9.7M | 2.50% |
| 7 | VANGUARD INDEX FDS | 37,414 | $9.7M | 2.50% |
| 8 | VANGUARD INDEX FDS | 33,168 | $9.6M | 2.49% |
| 9 | VANGUARD INDEX FDS | 48,754 | $9.3M | 2.41% |
| 10 | NVIDIA CORPORATION | 47,947 | $8.9M | 2.31% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 123 | $317.0M | 82.1% |
| Unknown | 8 | $33.5M | 8.7% |
| Technology | 13 | $20.1M | 5.2% |
| Healthcare | 8 | $4.0M | 1.0% |
| Consumer Cyclical | 6 | $3.6M | 0.9% |
| Communication Services | 4 | $2.4M | 0.6% |
| Consumer Defensive | 6 | $2.3M | 0.6% |
| Industrials | 5 | $1.6M | 0.4% |
| Energy | 3 | $1.5M | 0.4% |
| Utilities | 1 | $276K | 0.1% |