Legacy Wealth Partners, LLC

Q4 2025 13F Combination Report, Stock Holdings

Signature - Title
Alexander G. Cameron - CCO
Location
Lakewood, CO
Holdings as of
31 Dec 2025
Value $
$386,288,470
Num holdings
177
Filing time
17 Feb 2026, 15:38:55 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included IVV, AGG, SPY, IEFA, and VOO.
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Alexander G. Cameron CCO Lakewood, Colorado 17 Feb 2026

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