Legacy Wealth Partners, LLC

13F Portfolio Filings

Most recent 13F: Q4 2025
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
Q4 2025	177	386,288	IVV, AGG, SPY, IEFA	13F-HR	2/17/2026	000206663826000002