13F COMBINATION REPORT

Legacy Wealth Partners, LLC

Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002066638-26-000002

Total Value

$386.3M

Positions

177

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (177)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287200	79,788	$54.7M	14.15%
2	ISHARES TR	464287226	502,840	$50.2M	13.00%
3	SPDR S&P 500 ETF TR	SPY	37,095	$25.3M	6.55%
4	ISHARES TR	46432F842	272,803	$24.4M	6.32%
5	VANGUARD INDEX FDS	922908363	21,896	$13.7M	3.55%
6	PROSHARES TR	74347R107	166,882	$9.7M	2.50%
7	VANGUARD INDEX FDS	922908751	37,414	$9.7M	2.50%
8	VANGUARD INDEX FDS	922908629	33,168	$9.6M	2.49%
9	VANGUARD INDEX FDS	922908744	48,754	$9.3M	2.41%
10	NVIDIA CORPORATION	NVDA	47,947	$8.9M	2.31%
11	VANGUARD TAX-MANAGED FDS	921943858	131,483	$8.2M	2.13%
12	ISHARES TR	464289867	105,680	$6.9M	1.78%
13	ISHARES TR	464288513	79,082	$6.4M	1.65%
14	SPDR GOLD TR	GLD	13,907	$5.5M	1.43%
15	VANGUARD MUN BD FDS	922907746	105,194	$5.3M	1.37%
16	ISHARES TR	464289859	56,339	$5.0M	1.31%
17	SSGA ACTIVE TR	78470P408	68,406	$4.3M	1.10%
18	APPLE INC	AAPL	14,750	$4.0M	1.04%
19	ISHARES TR	464287234	70,984	$3.9M	1.01%
20	SPDR INDEX SHS FDS	78463X889	83,725	$3.7M	0.96%
21	MICROSOFT CORP	MSFT	6,572	$3.2M	0.82%
22	VANGUARD INTL EQUITY INDEX F	922042858	55,080	$3.0M	0.77%
23	SPDR INDEX SHS FDS	78463X509	58,249	$2.7M	0.71%
24	VANGUARD CHARLOTTE FDS	92203J407	56,224	$2.7M	0.70%
25	VANGUARD BD INDEX FDS	921937827	30,697	$2.4M	0.63%
26	ISHARES TR	464287655	9,523	$2.3M	0.61%
27	ISHARES TR	46435U853	50,726	$1.9M	0.49%
28	SPDR SERIES TRUST	78464A870	15,300	$1.9M	0.48%
29	PROSHARES TR II	74347W601	33,480	$1.9M	0.48%
30	ISHARES TR	464287465	18,066	$1.7M	0.45%
31	LEGG MASON ETF INVT	52468L505	47,025	$1.7M	0.45%
32	ISHARES TR	46434V613	36,741	$1.7M	0.44%
33	SPDR SERIES TRUST	78468R853	35,921	$1.7M	0.44%
34	SSGA ACTIVE TR	78470P507	64,397	$1.7M	0.43%
35	VANGUARD INDEX FDS	922908736	3,319	$1.6M	0.42%
36	ISHARES TR	464289875	33,320	$1.6M	0.41%
37	ISHARES TR	46429B747	15,512	$1.6M	0.41%
38	AMAZON COM INC	AMZN	6,851	$1.6M	0.41%
39	ALPS ETF TR	00162Q452	33,359	$1.6M	0.41%
40	INVESCO EXCHANGE TRADED FD T	IVZ	8,112	$1.6M	0.40%
41	VANGUARD INDEX FDS	922908652	7,279	$1.5M	0.39%
42	SELECT SECTOR SPDR TR	81369Y704	9,658	$1.5M	0.39%
43	SPDR INDEX SHS FDS	78463X152	21,920	$1.5M	0.38%
44	ISHARES TR	464288679	13,103	$1.4M	0.37%
45	ISHARES TR	464288612	13,393	$1.4M	0.37%
46	SPDR INDEX SHS FDS	78463X756	21,566	$1.4M	0.37%
47	ISHARES TR	464287457	16,477	$1.4M	0.35%
48	ELI LILLY & CO	LLY	1,252	$1.3M	0.35%
49	ISHARES TR	464287408	6,335	$1.3M	0.35%
50	PROSHARES TR	74347R842	28,496	$1.3M	0.35%
51	BLACKROCK ETF TRUST	BLK	20,528	$1.2M	0.32%
52	VANGUARD BD INDEX FDS	921937819	15,608	$1.2M	0.31%
53	ISHARES INC	46434G103	18,041	$1.2M	0.31%
54	ISHARES TR	464287309	9,358	$1.2M	0.30%
55	ISHARES TR	46435G326	13,930	$1.1M	0.30%
56	VANGUARD SCOTTSDALE FDS	92206C771	24,314	$1.1M	0.30%
57	BERKSHIRE HATHAWAY INC DEL	BRK-A	2,253	$1.1M	0.29%
58	VANGUARD BD INDEX FDS	921937793	15,909	$1.1M	0.29%
59	ALPHABET INC	GOOG	3,490	$1.1M	0.28%
60	BROADCOM INC	AVGO	3,140	$1.1M	0.28%
61	TESLA INC	TSLA	2,348	$1.1M	0.27%
62	BOSTON SCIENTIFIC CORP	BSX	10,952	$1.0M	0.27%
63	ISHARES TR	464288877	14,599	$1.0M	0.27%
64	ISHARES TR	46436E718	10,265	$1.0M	0.27%
65	ISHARES GOLD TR	IAU	12,667	$1.0M	0.27%
66	JPMORGAN CHASE & CO.	VYLD	3,076	$991,147	0.26%
67	INVESCO EXCH TRADED FD TR II	IVZ	3,884	$982,363	0.25%
68	SPDR SERIES TRUST	78464A664	35,237	$932,725	0.24%
69	SPDR SERIES TRUST	78464A847	15,927	$922,334	0.24%
70	ISHARES TR	464287101	2,444	$838,219	0.22%
71	SPDR SERIES TRUST	78468R440	28,210	$805,392	0.21%
72	GOLDMAN SACHS ETF TR	NVGLF	8,055	$805,017	0.21%
73	ISHARES TR	464287440	8,326	$800,651	0.21%
74	SPDR INDEX SHS FDS	78463X871	18,352	$749,860	0.19%
75	ISHARES TR	464287804	5,998	$720,786	0.19%
76	ISHARES TR	464289883	17,900	$718,328	0.19%
77	ISHARES TR	464288588	7,475	$711,768	0.18%
78	COSTCO WHSL CORP NEW	22160K105	800	$689,872	0.18%
79	META PLATFORMS INC	META	1,027	$678,090	0.18%
80	VANGUARD SCOTTSDALE FDS	92206C680	5,557	$676,565	0.18%
81	VANGUARD INTL EQUITY INDEX F	922042775	9,094	$668,977	0.17%
82	ISHARES TR	464288414	6,207	$664,831	0.17%
83	VANGUARD INDEX FDS	922908769	1,976	$662,658	0.17%
84	PROSHARES TR	74347X302	7,758	$625,507	0.16%
85	VANGUARD INDEX FDS	922908538	2,163	$603,779	0.16%
86	JOHNSON & JOHNSON	JNJ	2,896	$599,327	0.16%
87	SPDR SERIES TRUST	78468R515	22,834	$581,350	0.15%
88	ISHARES TR	464288653	5,695	$579,012	0.15%
89	JPMORGAN CHASE FINL CO LLC	48133Q408	20,277	$573,738	0.15%
90	ISHARES TR	464288505	8,618	$560,282	0.15%
91	EXXON MOBIL CORP	XOM	4,523	$544,326	0.14%
92	MANAGED PORTFOLIO SERIES	56167R820	21,714	$543,393	0.14%
93	ISHARES TR	464287507	8,119	$535,822	0.14%
94	J P MORGAN EXCHANGE TRADED F	46641Q761	8,431	$532,690	0.14%
95	ISHARES TR	46432F339	2,614	$519,193	0.13%
96	ABBVIE INC	ABBV	2,262	$516,844	0.13%
97	AMERICAN CENTY ETF TR	025072109	10,909	$515,446	0.13%
98	ISHARES TR	46435G425	3,435	$511,746	0.13%
99	SYSCO CORP	SYY	6,895	$508,093	0.13%
100	ENTERPRISE PRODS PARTNERS L	293792107	15,096	$483,978	0.13%
101	SSGA ACTIVE ETF TR	78467V608	11,641	$480,424	0.12%
102	JACOBS SOLUTIONS INC	J	3,590	$475,532	0.12%
103	CINTAS CORP	CTAS	2,496	$469,424	0.12%
104	CHEVRON CORP NEW	CVX	3,069	$467,789	0.12%
105	VISA INC	V	1,321	$463,288	0.12%
106	ISHARES TR	46435G672	9,060	$453,090	0.12%
107	BLACKROCK ETF TRUST	BLK	13,552	$451,282	0.12%
108	BLACKROCK ETF TRUST	BLK	11,540	$444,983	0.12%
109	INTERNATIONAL BUSINESS MACHS	INTR	1,487	$440,323	0.11%
110	MASTERCARD INCORPORATED	MA	700	$399,616	0.10%
111	ISHARES TR	464288687	12,471	$386,102	0.10%
112	SPDR SERIES TRUST	78468R622	3,966	$385,531	0.10%
113	ISHARES TR	46432F396	1,521	$380,719	0.10%
114	ISHARES TR	464288109	3,980	$375,553	0.10%
115	GE AEROSPACE	369604301	1,194	$367,788	0.10%
116	AON PLC	AON	1,037	$365,936	0.09%
117	INVESCO EXCH TRD SLF IDX FD	IVZ	16,712	$351,286	0.09%
118	INVESCO EXCH TRD SLF IDX FD	IVZ	18,599	$350,312	0.09%
119	INVESCO EXCH TRD SLF IDX FD	IVZ	16,749	$349,635	0.09%
120	INVESCO EXCH TRD SLF IDX FD	IVZ	16,264	$349,025	0.09%
121	BLACKROCK ETF TRUST II	BLK	6,602	$348,388	0.09%
122	INVESCO EXCH TRD SLF IDX FD	IVZ	16,909	$348,325	0.09%
123	INVESCO EXCH TRD SLF IDX FD	IVZ	20,558	$347,841	0.09%
124	INVESCO EXCH TRD SLF IDX FD	IVZ	17,764	$347,730	0.09%
125	INVESCO EXCH TRD SLF IDX FD	IVZ	17,572	$346,871	0.09%
126	ISHARES TR	464287473	2,456	$346,418	0.09%
127	VANGUARD INDEX FDS	922908512	1,947	$345,339	0.09%
128	ISHARES BITCOIN TRUST ETF	IBIT	6,951	$345,117	0.09%
129	INVESCO EXCH TRD SLF IDX FD	IVZ	20,419	$340,895	0.09%
130	ISHARES TR	464287697	3,122	$338,300	0.09%
131	ALTRIA GROUP INC	MO	5,847	$337,138	0.09%
132	SPDR SERIES TRUST	78464A409	3,142	$335,251	0.09%
133	INVESCO EXCH TRD SLF IDX FD	IVZ	15,950	$331,920	0.09%
134	ALPHABET INC	GOOG	1,051	$329,804	0.09%
135	MITSUBISHI UFJ FINL GROUP IN	606822104	20,154	$319,642	0.08%
136	HOME DEPOT INC	HD	920	$316,649	0.08%
137	ADVANCED MICRO DEVICES INC	AMD	1,475	$315,887	0.08%
138	SONY GROUP CORP	SNEJF	12,325	$315,520	0.08%
139	XYLEM INC	XYL	2,254	$306,950	0.08%
140	WALMART INC	WMT	2,741	$305,375	0.08%
141	MCDONALDS CORP	MCD	982	$300,130	0.08%
142	SPDR SERIES TRUST	78464A391	14,031	$299,842	0.08%
143	AT&T INC	T-PC	11,751	$291,904	0.08%
144	SPDR SERIES TRUST	78468R861	15,253	$291,029	0.08%
145	SCHWAB STRATEGIC TR	808524201	10,761	$289,579	0.07%
146	LAM RESEARCH CORP	LRCX	1,628	$278,681	0.07%
147	PROSHARES TR	74347R206	3,936	$277,134	0.07%
148	DUKE ENERGY CORP NEW	DUKB	2,357	$276,264	0.07%
149	ISHARES TR	464287721	1,324	$264,376	0.07%
150	AMERICAN CENTY ETF TR	025072794	3,485	$264,093	0.07%
151	SPDR SERIES TRUST	78464A854	3,254	$261,036	0.07%
152	CISCO SYS INC	CSCO	3,305	$254,584	0.07%
153	ISHARES TR	464288281	2,540	$244,551	0.06%
154	ORACLE CORP	ORCL-PD	1,252	$243,994	0.06%
155	KLA CORP	KLAC	197	$239,371	0.06%
156	ISHARES TR	464287788	1,855	$239,165	0.06%
157	ABBOTT LABS	ABLZF	1,891	$236,924	0.06%
158	COCA COLA CO	KO	3,380	$236,262	0.06%
159	VANGUARD SCOTTSDALE FDS	92206C870	2,746	$229,958	0.06%
160	BANK AMERICA CORP	060505104	4,168	$229,240	0.06%
161	TJX COS INC NEW	872540109	1,480	$227,342	0.06%
162	CAPITAL ONE FINL CORP	14040H105	929	$225,154	0.06%
163	VANGUARD SPECIALIZED FUNDS	921908844	1,002	$220,220	0.06%
164	ISHARES TR	464288760	1,023	$219,628	0.06%
165	US BANCORP DEL	USB-PS	3,997	$213,294	0.06%
166	PEPSICO INC	PEP	1,479	$212,266	0.05%
167	LOCKHEED MARTIN CORP	LMT	438	$211,906	0.05%
168	OTIS WORLDWIDE CORP	OTIS	2,359	$206,059	0.05%
169	J P MORGAN EXCHANGE TRADED F	46641Q837	4,059	$205,333	0.05%
170	ISHARES TR	464288661	1,720	$205,281	0.05%
171	ISHARES TR	464288158	1,916	$204,425	0.05%
172	INTUIT	INTU	307	$203,363	0.05%
173	HSBC HLDGS PLC	HBCYF	2,565	$201,788	0.05%
174	THERMO FISHER SCIENTIFIC INC	TMO	348	$201,649	0.05%
175	FORD MTR CO	345370860	12,398	$162,665	0.04%
176	TALKSPACE INC	TALKW	15,527	$56,363	0.01%
177	TENAYA THERAPEUTICS INC	TNYA	14,084	$10,021	0.00%