AI Portfolio Summary
In 2025 Q4, Legacy Wealth Partners, LLC maintained a portfolio of 177 distinct positions. The most significant new addition to the portfolio was ISHARES TR, which now represents 14.15% of the total fund value.
Total Positions
177
Quarter
2025 Q4
Top Holding
IVV (14.1%)
Top 10 Concentration
55.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 177
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 14.15% | — |
#1
Prev: #—
|
7.7 | 79,788 | no change |
NEW
|
79,788 | $54,650,223 |
$683.12
+0.2%
|
2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
AGG
ISHARES TR
|
ETF | 13.00% | — |
#2
Prev: #—
|
7.2 | 502,840 | no change |
NEW
|
502,840 | $50,223,621 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 6.55% | — |
#3
Prev: #—
|
4.6 | 37,095 | no change |
NEW
|
37,095 | $25,295,822 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEFA
ISHARES TR
|
ETF | 6.32% | — |
#4
Prev: #—
|
4.5 | 272,803 | no change |
NEW
|
272,803 | $24,404,946 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 3.55% | — |
#5
Prev: #—
|
3.4 | 21,896 | no change |
NEW
|
21,896 | $13,731,843 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SSO
PROSHARES TR
|
ETF | 2.50% | — |
#6
Prev: #—
|
3.0 | 166,882 | no change |
NEW
|
166,882 | $9,665,791 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD INDEX ...
|
ETF | 2.50% | — |
#7
Prev: #—
|
3.0 | 37,414 | no change |
NEW
|
37,414 | $9,650,905 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD INDEX ...
|
ETF | 2.49% | — |
#8
Prev: #—
|
3.0 | 33,168 | no change |
NEW
|
33,168 | $9,625,907 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 2.41% | — |
#9
Prev: #—
|
3.0 | 48,754 | no change |
NEW
|
48,754 | $9,311,453 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.31% | — |
#10
Prev: #—
|
2.9 | 47,947 | no change |
NEW
|
47,947 | $8,942,171 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 2.13% | — |
#11
Prev: #—
|
2.9 | 131,483 | no change |
NEW
|
131,483 | $8,213,773 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AOR
ISHARES TR
|
ETF | 1.78% | — |
#12
Prev: #—
|
2.7 | 105,680 | no change |
NEW
|
105,680 | $6,870,261 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HYG
ISHARES TR
|
ETF | 1.65% | — |
#13
Prev: #—
|
2.7 | 79,082 | no change |
NEW
|
79,082 | $6,376,382 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GLD
SPDR GOLD TR
|
ETF | 1.43% | — |
#14
Prev: #—
|
2.6 | 13,907 | no change |
NEW
|
13,907 | $5,511,480 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 1.37% | — |
#15
Prev: #—
|
2.5 | 105,194 | no change |
NEW
|
105,194 | $5,290,206 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AOA
ISHARES TR
|
ETF | 1.31% | — |
#16
Prev: #—
|
2.5 | 56,339 | no change |
NEW
|
56,339 | $5,045,746 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLSR
SSGA ACTIVE TR
|
ETF | 1.10% | — |
#17
Prev: #—
|
2.4 | 68,406 | no change |
NEW
|
68,406 | $4,262,378 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.04% | — |
#18
Prev: #—
|
2.4 | 14,750 | no change |
NEW
|
14,750 | $4,010,034 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EEM
ISHARES TR
|
ETF | 1.01% | — |
#19
Prev: #—
|
2.4 | 70,984 | no change |
NEW
|
70,984 | $3,883,560 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.96% | — |
#20
Prev: #—
|
2.4 | 83,725 | no change |
NEW
|
83,725 | $3,718,228 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.82% | — |
#21
Prev: #—
|
2.3 | 6,572 | no change |
NEW
|
6,572 | $3,178,515 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.77% | — |
#22
Prev: #—
|
2.3 | 55,080 | no change |
NEW
|
55,080 | $2,961,120 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.71% | — |
#23
Prev: #—
|
2.3 | 58,249 | no change |
NEW
|
58,249 | $2,726,635 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.70% | — |
#24
Prev: #—
|
2.3 | 56,224 | no change |
NEW
|
56,224 | $2,716,744 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.63% | — |
#25
Prev: #—
|
2.3 | 30,697 | no change |
NEW
|
30,697 | $2,419,231 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 177 holdings