Filed: 2/17/2026ACC: 0002066638-26-000002
📋 What this filing means
LEGACY WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 177 equity positions with a total reported market value of $386.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
177
Positions
$386.29M
Total AUM (reported)
3.73M
Total Shares
Allocation by class
CORE S&P500 ETF$54.65M14.1%
CORE US AGGBD ET$50.22M13.0%
COM$33.52M8.7%
TR UNIT$25.30M6.5%
CORE MSCI EAFE$24.40M6.3%
S&P 500 ETF SHS$13.73M3.6%
PSHS ULT S&P 500$9.67M2.5%
Portfolio Concentration
Top 3$130.17M33.7%
4–10$85.33M22.1%
11–25$67.18M17.4%
Rest$103.60M26.8%
Top 3 weight
33.7%
Top 10 weight
55.8%
Voting Authority Distribution
Total shares with voting rights: 3.73M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.73M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole177
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings177
Rows:
ISHARES TR
SOLEShares79.79K
TypeSH
Market value$54.65M
14.15%
Sole
0.00
Shared
0.00
None
79.79K
ISHARES TR
SOLEShares502.84K
TypeSH
Market value$50.22M
13.00%
Sole
0.00
Shared
0.00
None
502.84K
SPDR S&P 500 ETF TR
SOLEShares37.09K
TypeSH
Market value$25.30M
6.55%
Sole
0.00
Shared
0.00
None
37.09K
ISHARES TR
SOLEShares272.80K
TypeSH
Market value$24.40M
6.32%
Sole
0.00
Shared
0.00
None
272.80K
VANGUARD INDEX FDS
SOLEShares21.90K
TypeSH
Market value$13.73M
3.55%
Sole
0.00
Shared
0.00
None
21.90K
PROSHARES TR
SOLEShares166.88K
TypeSH
Market value$9.67M
2.50%
Sole
0.00
Shared
0.00
None
166.88K
VANGUARD INDEX FDS
SOLEShares37.41K
TypeSH
Market value$9.65M
2.50%
Sole
0.00
Shared
0.00
None
37.41K
VANGUARD INDEX FDS
SOLEShares33.17K
TypeSH
Market value$9.63M
2.49%
Sole
0.00
Shared
0.00
None
33.17K
VANGUARD INDEX FDS
SOLEShares48.75K
TypeSH
Market value$9.31M
2.41%
Sole
0.00
Shared
0.00
None
48.75K
NVIDIA CORPORATION
SOLEShares47.95K
TypeSH
Market value$8.94M
2.31%
Sole
0.00
Shared
0.00
None
47.95K
VANGUARD TAX-MANAGED FDS
SOLEShares131.48K
TypeSH
Market value$8.21M
2.13%
Sole
0.00
Shared
0.00
None
131.48K
ISHARES TR
SOLEShares105.68K
TypeSH
Market value$6.87M
1.78%
Sole
0.00
Shared
0.00
None
105.68K
ISHARES TR
SOLEShares79.08K
TypeSH
Market value$6.38M
1.65%
Sole
0.00
Shared
0.00
None
79.08K
SPDR GOLD TR
SOLEShares13.91K
TypeSH
Market value$5.51M
1.43%
Sole
0.00
Shared
0.00
None
13.91K
VANGUARD MUN BD FDS
SOLEShares105.19K
TypeSH
Market value$5.29M
1.37%
Sole
0.00
Shared
0.00
None
105.19K
ISHARES TR
SOLEShares56.34K
TypeSH
Market value$5.05M
1.31%
Sole
0.00
Shared
0.00
None
56.34K
SSGA ACTIVE TR
SOLEShares68.41K
TypeSH
Market value$4.26M
1.10%
Sole
0.00
Shared
0.00
None
68.41K
APPLE INC
SOLEShares14.75K
TypeSH
Market value$4.01M
1.04%
Sole
0.00
Shared
0.00
None
14.75K
ISHARES TR
SOLEShares70.98K
TypeSH
Market value$3.88M
1.01%
Sole
0.00
Shared
0.00
None
70.98K
SPDR INDEX SHS FDS
SOLEShares83.72K
TypeSH
Market value$3.72M
0.96%
Sole
0.00
Shared
0.00
None
83.72K
MICROSOFT CORP
SOLEShares6.57K
TypeSH
Market value$3.18M
0.82%
Sole
0.00
Shared
0.00
None
6.57K
VANGUARD INTL EQUITY INDEX F
SOLEShares55.08K
TypeSH
Market value$2.96M
0.77%
Sole
0.00
Shared
0.00
None
55.08K
SPDR INDEX SHS FDS
SOLEShares58.25K
TypeSH
Market value$2.73M
0.71%
Sole
0.00
Shared
0.00
None
58.25K
VANGUARD CHARLOTTE FDS
SOLEShares56.22K
TypeSH
Market value$2.72M
0.70%
Sole
0.00
Shared
0.00
None
56.22K
VANGUARD BD INDEX FDS
SOLEShares30.70K
TypeSH
Market value$2.42M
0.63%
Sole
0.00
Shared
0.00
None
30.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 79.79K | SH | $54.65M 14.15% | 0.00 | 0.00 | 79.79K |
ISHARES TRSOLE | CORE US AGGBD ET | 502.84K | SH | $50.22M 13.00% | 0.00 | 0.00 | 502.84K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 37.09K | SH | $25.30M 6.55% | 0.00 | 0.00 | 37.09K |
ISHARES TRSOLE | CORE MSCI EAFE | 272.80K | SH | $24.40M 6.32% | 0.00 | 0.00 | 272.80K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 21.90K | SH | $13.73M 3.55% | 0.00 | 0.00 | 21.90K |
PROSHARES TRSOLE | PSHS ULT S&P 500 | 166.88K | SH | $9.67M 2.50% | 0.00 | 0.00 | 166.88K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 37.41K | SH | $9.65M 2.50% | 0.00 | 0.00 | 37.41K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 33.17K | SH | $9.63M 2.49% | 0.00 | 0.00 | 33.17K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 48.75K | SH | $9.31M 2.41% | 0.00 | 0.00 | 48.75K |
NVIDIA CORPORATIONSOLE | COM | 47.95K | SH | $8.94M 2.31% | 0.00 | 0.00 | 47.95K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 131.48K | SH | $8.21M 2.13% | 0.00 | 0.00 | 131.48K |
ISHARES TRSOLE | CORE 60/40 BALAN | 105.68K | SH | $6.87M 1.78% | 0.00 | 0.00 | 105.68K |
ISHARES TRSOLE | IBOXX HI YD ETF | 79.08K | SH | $6.38M 1.65% | 0.00 | 0.00 | 79.08K |
SPDR GOLD TRSOLE | GOLD SHS | 13.91K | SH | $5.51M 1.43% | 0.00 | 0.00 | 13.91K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 105.19K | SH | $5.29M 1.37% | 0.00 | 0.00 | 105.19K |
ISHARES TRSOLE | CORE 80/20 AGGRE | 56.34K | SH | $5.05M 1.31% | 0.00 | 0.00 | 56.34K |
SSGA ACTIVE TRSOLE | STATE STREET US | 68.41K | SH | $4.26M 1.10% | 0.00 | 0.00 | 68.41K |
APPLE INCSOLE | COM | 14.75K | SH | $4.01M 1.04% | 0.00 | 0.00 | 14.75K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 70.98K | SH | $3.88M 1.01% | 0.00 | 0.00 | 70.98K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 83.72K | SH | $3.72M 0.96% | 0.00 | 0.00 | 83.72K |
MICROSOFT CORPSOLE | COM | 6.57K | SH | $3.18M 0.82% | 0.00 | 0.00 | 6.57K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 55.08K | SH | $2.96M 0.77% | 0.00 | 0.00 | 55.08K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 58.25K | SH | $2.73M 0.71% | 0.00 | 0.00 | 58.25K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 56.22K | SH | $2.72M 0.70% | 0.00 | 0.00 | 56.22K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 30.70K | SH | $2.42M 0.63% | 0.00 | 0.00 | 30.70K |
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