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Legacy Wealth Partners, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    lakewood, CO
  • CIK
    0002066638
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

176

$398.92M
AGG, IVV, IEFA, SGOV
13F-HR
Apr 17, 2026
000206663826000003

177

$386.29M
IVV, AGG, SPY, IEFA
13F-HR
Feb 17, 2026
000206663826000002