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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002066638

Legacy Wealth Partners, LLC

Lakewood, CO · File #028-26528

Latest AUM
$386.3M
Positions
177
Top-10 Concentration
66.7%
Filings
1

Sector Allocation

Technology
4.8%$18.5M
Financials
2.6%$10.2M
Healthcare
1.0%$3.7M
Industrials
0.4%$1.7M
Energy
0.3%$1.0M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR46428720079,788$54.7M16.93%
2ISHARES TR464287226502,840$50.2M15.55%
3SPDR S&P 500 ETF TRSPY37,095$25.3M7.83%
4ISHARES TR46432F842272,803$24.4M7.56%
5VANGUARD INDEX FDS92290836321,896$13.7M4.25%
6PROSHARES TR74347R107166,882$9.7M2.99%
7VANGUARD INDEX FDS92290875137,414$9.7M2.99%
8VANGUARD INDEX FDS92290862933,168$9.6M2.98%
9VANGUARD INDEX FDS92290874448,754$9.3M2.88%
10NVIDIA CORPORATIONNVDA47,947$8.9M2.77%
11VANGUARD TAX-MANAGED FDS921943858131,483$8.2M2.54%
12ISHARES TR464289867105,680$6.9M2.13%
13ISHARES TR46428851379,082$6.4M1.97%
14SPDR GOLD TRGLD13,907$5.5M1.71%
15VANGUARD MUN BD FDS922907746105,194$5.3M1.64%
16ISHARES TR46428985956,339$5.0M1.56%
17SSGA ACTIVE TR78470P40868,406$4.3M1.32%
18APPLE INCAAPL14,750$4.0M1.24%
19ISHARES TR46428723470,984$3.9M1.20%
20SPDR INDEX SHS FDS78463X88983,725$3.7M1.15%