Legacy Wealth Partners, LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$386.3M

Holdings

177

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (177 positions)

#StockSharesValue% PortfolioType
101
SRLNSSGA ACTIVE ETF TR
11,641$480K0.12%
102
JJACOBS SOLUTIONS INC
3,590$475K0.12%
103
CITCINTAS CORP
2,496$469K0.12%
104
CVXCHEVRON CORP NEW
3,069$467K0.12%
105
VVISA INC
1,321$463K0.12%
106
IAGGISHARES TR
9,060$453K0.12%
107
BAIBLACKROCK ETF TRUST
13,552$451K0.12%
108
THROBLACKROCK ETF TRUST
11,540$444K0.11%
109
IBMINTERNATIONAL BUSINESS MACHS
1,487$440K0.11%
110
MAMASTERCARD INCORPORATED
700$399K0.10%
111
PFFISHARES TR
12,471$386K0.10%
112
JNKSPDR SERIES TRUST
3,966$385K0.10%
113
MTUMISHARES TR
1,521$380K0.10%
114
ILCVISHARES TR
3,980$375K0.10%
115
GEGE AEROSPACE
1,194$367K0.10%
116
AONAON PLC
1,037$365K0.09%
117
BSCYINVESCO EXCH TRD SLF IDX FD
16,712$351K0.09%
118
BSCTINVESCO EXCH TRD SLF IDX FD
18,599$350K0.09%
119
BSCXINVESCO EXCH TRD SLF IDX FD
16,264$349K0.09%
120
BSCWINVESCO EXCH TRD SLF IDX FD
16,749$349K0.09%
121
BINCBLACKROCK ETF TRUST II
6,602$348K0.09%
122
BSCSINVESCO EXCH TRD SLF IDX FD
16,909$348K0.09%
123
BSCUINVESCO EXCH TRD SLF IDX FD
20,558$347K0.09%
124
BSCQINVESCO EXCH TRD SLF IDX FD
17,764$347K0.09%
125
BSCRINVESCO EXCH TRD SLF IDX FD
17,572$346K0.09%
126
IWSISHARES TR
2,456$346K0.09%
127
VOEVANGUARD INDEX FDS
1,947$345K0.09%
128
IBITISHARES BITCOIN TRUST ETF
6,951$345K0.09%
129
BSCVINVESCO EXCH TRD SLF IDX FD
20,419$340K0.09%
130
IDUISHARES TR
3,122$338K0.09%
131
MOALTRIA GROUP INC
5,847$337K0.09%
132
SPYGSPDR SERIES TRUST
3,142$335K0.09%
133
BSCZINVESCO EXCH TRD SLF IDX FD
15,950$331K0.09%
134
GOOGALPHABET INC
1,051$329K0.09%
135
MUFGMITSUBISHI UFJ FINL GROUP IN
20,154$319K0.08%
136
HDHOME DEPOT INC
920$316K0.08%
137
AMDADVANCED MICRO DEVICES INC
1,475$315K0.08%
138
SONYSONY GROUP CORP
12,325$315K0.08%
139
XYLXYLEM INC
2,254$306K0.08%
140
WMTWALMART INC
2,741$305K0.08%
141
MCDMCDONALDS CORP
982$300K0.08%
142
EBNDSPDR SERIES TRUST
14,031$299K0.08%
143
TAT&T INC
11,751$291K0.08%
144
TIPXSPDR SERIES TRUST
15,253$291K0.08%
145
SCHXSCHWAB STRATEGIC TR
10,761$289K0.07%
146
LRCXLAM RESEARCH CORP
1,628$278K0.07%
147
QLDPROSHARES TR
3,936$277K0.07%
148
DUKDUKE ENERGY CORP NEW
2,357$276K0.07%
149
IYWISHARES TR
1,324$264K0.07%
150
FLVAMERICAN CENTY ETF TR
3,485$264K0.07%
151
SPYMSPDR SERIES TRUST
3,254$261K0.07%
152
CSCOCISCO SYS INC
3,305$254K0.07%
153
EMBISHARES TR
2,540$244K0.06%
154
ORCLORACLE CORP
1,252$243K0.06%
155
KLACKLA CORP
197$239K0.06%
156
IYFISHARES TR
1,855$239K0.06%
157
ABTABBOTT LABS
1,891$236K0.06%
158
KOCOCA COLA CO
3,380$236K0.06%
159
VCITVANGUARD SCOTTSDALE FDS
2,746$229K0.06%
160
BACBANK AMERICA CORP
4,168$229K0.06%
161
TJXTJX COS INC NEW
1,480$227K0.06%
162
COFCAPITAL ONE FINL CORP
929$225K0.06%
163
VIGVANGUARD SPECIALIZED FUNDS
1,002$220K0.06%
164
ITA*ISHARES TR
1,023$219K0.06%
165
USBUS BANCORP DEL
3,997$213K0.06%
166
PEPPEPSICO INC
1,479$212K0.05%
167
LMTLOCKHEED MARTIN CORP
438$211K0.05%
168
OTISOTIS WORLDWIDE CORP
2,359$206K0.05%
169
IEIISHARES TR
1,720$205K0.05%
170
JPSTJ P MORGAN EXCHANGE TRADED F
4,059$205K0.05%
171
SUBISHARES TR
1,916$204K0.05%
172
INTUINTUIT
307$203K0.05%
173
HBC2HSBC HLDGS PLC
2,565$201K0.05%
174
TMOTHERMO FISHER SCIENTIFIC INC
348$201K0.05%
175
FFORD MTR CO
12,398$162K0.04%
176
TALKTALKSPACE INC
15,527$56K0.01%
177
TNYATENAYA THERAPEUTICS INC
14,084$10K0.00%
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