Legacy Wealth Partners, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Lakewood, CO
CIK
0002066638
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
176
398,917
AGG, IVV, IEFA, SGOV
13F-HR
4/17/2026
000206663826000003
Q4 2025
177
386,288
IVV, AGG, SPY, IEFA
13F-HR
2/17/2026
000206663826000002