13F Filings History of Legacy Wealth Partners, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$386,288,470
Signature - Title
Alexander G. Cameron - CCO
Location
Lakewood, CO
Summary
This page shows a list of all the recent 13F filings made by Legacy Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Wealth Partners, LLC reported 177 stock holdings with total value $386,288,470 as of Q4 2025. Top holdings included IVV, AGG, SPY, IEFA, and VOO.

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Holdings Value

List of Other Managers Reporting for Legacy Wealth Partners, LLC:

Name Holdings Value Location File Number
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
Atria Investments, Inc $8,798,658,309 Charlotte, NC 028-14921
AssetMark Financial Holdings, Inc. Concord, CA 028-15639
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 177 $386,288,470 $0 $0 $0 IVV, AGG, SPY, IEFA, VOO 13F-HR 17 Feb 2026, 15:38