Legacy Wealth Partners, LLC
•CIK: 2066638•Filing: Q4 2025
**Legacy Wealth Partners, LLC** manages $386M across a diversified portfolio of 177 positions. The fund exhibits a significant allocation to core market indices, notably holding IVV at $54.7M and AGG at $50.2M. Further concentration is visible in broad market ETFs, including SPY ($25.3M) and IEFA ($24.4M). The top ten holdings reveal strategic exposure across U.S. equities, international markets, and technology leaders like NVDA ($8.9M).
Total AUM
$386.3M
QoQ Performance
N/A
Positions
89
Top 10 Concentration
55.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
AGG
SPY
IEFA
IVV14.1%
AGG13.0%
SPY6.5%
IEFA6.3%
VOO3.6%
SSO2.5%
VB2.5%
VO2.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other66.8%
ETF24.3%
Technology5.5%
Consumer1.1%
Financial1.0%
Healthcare0.8%
Consumer Staples0.2%
Industrial0.2%