Legacy Wealth Partners, LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location lakewood, COCIK 0002066638All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
177 | $386.29M | IVV, AGG, SPY, IEFA | 13F-HR | Feb 17, 2026 | 000206663826000002 |