§ 13F · FUND PROFILE
Legacy Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 177Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$386.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 80K | $54.7T | 14.1% | NEW |
| 2 | AGG | ISHARES TR | 503K | $50.2T | 13.0% | NEW |
| 3 | SPY | SPDR S&P 500 ETF TR | 37K | $25.3T | 6.5% | NEW |
| 4 | IEFA | ISHARES TR | 273K | $24.4T | 6.3% | NEW |
| 5 | VOO | VANGUARD INDEX FDS | 22K | $13.7T | 3.6% | NEW |
| 6 | SSO | PROSHARES TR | 167K | $9.7T | 2.5% | NEW |
| 7 | VB | VANGUARD INDEX FDS | 37K | $9.7T | 2.5% | NEW |
| 8 | VO | VANGUARD INDEX FDS | 33K | $9.6T | 2.5% | NEW |
| 9 | VTV | VANGUARD INDEX FDS | 49K | $9.3T | 2.4% | NEW |
| 10 | NVDA | NVIDIA CORPORATION | 48K | $8.9T | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Wealth Partners, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed