Legacy Wealth Partners, LLC
All 13F Filings
- Location
- Lakewood, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 386,288
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 177 | 386,288 | 13F-HR | Legacy Wealth Partners, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 236.4 K | 61.2% | 236.4 K | 0 | 236.4 K |
| ETFs | 142.5 K | 36.9% | 142.5 K | 0 | 142.5 K |
| Debt | 3.525 K | 0.9% | 3.525 K | 0 | 3.525 K |
| Other | 3.852 K | 1.0% | 3.852 K | 0 | 3.852 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
386,288
Holdings
177
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.